Documentation
Documentation
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These details are either manually entered by an Admin or captured via the recruit form that an interested partner fills out online.
Something to keep in mind is that when a recruit is ready to be approved, an Admin will need to edit/assign a Theater and Region within this section.
Upon approval the appropriate Detail fields will be saved as new Partner, Location, and Contact records.
Internal users with the Manage Recruits permission will be allowed to take certain actions on a recruit record.
This includes the ability to log an endorsement; add a note and attachment; or check off an item from the checklist. These actions are intended to be supporting data for the final approver.
In the case of Endorsements and Notes/Attachments, users may log multiple entries should they so wish.
The final approver will have a special role, Recruit Final Approval, that will have been assigned to him when his account was set up.
A complete overview of the Recruit process may be found here.
Some quick takeaways are:
Something to keep in mind is that if a recruit is set as rejected, but needs to have its status looked at again, an admin may choose Open Recruit to activate the process.