Online References
This module has been developed to allow the user complete customization for References end to end including Members requiring new referees.
Accordingly, several settings need to be set in Masters’ prior to utilizing this module.
Referee Check Settings (Masters)
Referee Qualification (Masters)
Referee’s can often be different qualifications from applicants or members they are providing a reference for.
Accordingly, qualifications must be entered for referees to select.
Pathway>Masters>Main Masters>Referee Qualification
Referee Job Position (Masters)
Referee’s can often be different positions from applicants or members they are providing a reference for.
Accordingly, if applicable job position may be entered for referees.
Pathway>Masters>Placement Master>Job Position
Customise Referee Form
Pathway>Masters>Main Masters>Customise Referee Form
Legend of Customizations of Professional X New References Module | |
1 | Industry Selection Applicant References Referees’ will receive reference template according to the applicants’ nominated industry at time Applicant Login Details are provided. Members References Referees’ will receive reference template according to members’ industry. Please note: if a template has not been set up for an industry – system will send global template. |
2 | Edit Text Anywhere the pencil is visible, the text can be edited. |
3 | Referee and References Details These are loaded by default when the reference opens the template; according to the information entered by applicant at time of editing reference. |
4 | Add Control New Headings/Questions can be added by double-clicking here. All Options must be dragged into blank space on the left hand side to be included in form and edited. |
5 | Heading Headings can be used to categorise questions for specific qualifications. |
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6 | Question Type - Textbox Various answer responses are available including: Text, Multi-Line, Number, Email, Date  |
7 | Question Type: Dropdown Custom dropdown options can be created |
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8 | Question Type: Checkbox Custom Checkboxes can be created with Single or Multi Select available  |
Important to Note:
Data Storage Requirements
Items/questions cannot be deleted once they have been answered by a reference (as this would change the question on all previous reference forms).
To be ‘removed’ from reference form question must be changed to ‘Optional’ and ‘Hide’.