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When building your requisition forms, the information collected in these forms can pre-populate to requisition forms further on in the process or the job details form on the job card. This eliminates the need to re-enter or ‘double handle’ this information during the Job Creation process.
Selecting the right option in the global question library
To do this:
When building a requisition Global Question, select both Requisition and Job Details under the question use dropdown list:
Tip Hold down the CTRL key and click the mouse to choose multiple options.
- Under the Question Options tab, make sure the question is set to pre-populate by choosing the Job-related pre-populate option.
- Once this has been selected, and the question details have been completed, click the Save button at the bottom of the page.
Adding questions to the Job Details form
- To access the Job Details form, click the System tab.
- Under the System heading, click the System Forms link.
- In the System Forms list, click the Job Details Form link.
- This will show you the current Job Details form:
- Add your Global Question to this form by clicking the Add global question link here.
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Keep in mind that when you add the global question to this form, it will add that question to every job in the system |