04_14_16_Managing Contact Notes and Attachments

In this topic, a recruiter will add a note and attachment to an applicant's file.

Steps:

1. Click the Main Menu button.

   Step 1

2. Click the HCM Systems menu.

   Step 2

3. Click the Recruiting menu.

   Step 3

4. Click the Search Job Openings menu.

   Step 4

5. Click the Search button.

   Step 5

6. Click the Judiciary Clerk II link.

   Step 6

7. Click the Tomi Carter link.

   Step 7

8. Click the Tomi Carter link.

   Step 8

9. Click the Notes tab.

   Step 9

10. Click the Vertical scroll bar to move down the page.

    Step 10

11. Click the Add Applicant Note button.

    Step 11

12. Click the Contact Method drop-down list.

    Step 12

13. Click the Outbound Email list item.

    Step 13

14. Click the Audience drop-down list.

    Step 14

15. Click the Public list item.

    Step 15

16. Click in the Subject field.

    Step 16

17. a valid value
     e.g.
    Enter
     "Directions to Office"
     into the Subject field.
    Step 17

18. Click in the Details field.

    Step 18

19. a valid value
     e.g.
    Enter
     "Sent directions to office."
     into the Details field.
    Step 19

20. An attachment is not required but in this example, we will add one.

    Step 20

21. Click the Add Attachment button.

    Step 21

22. Click the Browse... button.

    Step 22

23. Click the Desktop tree item.

    Step 23

24. Click the Directions object.

    Step 24

25. Click the Open object.

    Step 25

26. Click the Upload button.

    Step 26

27. Click in the Description field.

    Step 27

28. a valid value
     e.g.
    Enter
     "Directions to office with map"
     into the Description field.
    Step 28

29. Click the Add Note button.

    Step 29

30. The notes summary will show you all of the notes for this applicant.

    Step 30

31. Click the Save button.

    Step 31

32. Click the Home link.

    Step 32

33. Click the Sign out link.

    Step 33

You have completed the topic "Managing Contact Notes and Attachments".

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