To schedule a job interview for a client from within the Calendar, complete the following steps:

  TIP: In order to schedule job interviews, you must have the following permissions:

Display Any Chart Records Buttons
Display Chart Records Employment Button

  TIP: Job interview records can also be entered and updated using the Employment > Jobs > Job Interviews feature.

1. From the navigation bar at the top of any AWARDS page, click Calendar.  The Calendar is displayed.
2. Click the green + icon in the top-right corner of the page, or click a Calendar block directly.
   
   

The scheduling pop-up is displayed.

3. Click the Event Type drop-down arrow and select "Job Interview."
4. Click the program drop-down arrow and select the program associated with the client for whom the event is to be scheduled.
5. Click CONTINUE.  The Job Interview Menu page is displayed.

6. Click the Client drop-down arrow and select the client for whom the job interview is to be scheduled.

  TIP: If the interview to be scheduled is for a former (discharged) client, first click Roster Archives beneath the client selection option.

7. The date of the interview must fall within the date range in the From and To fields on this page.  By default this date range is limited to the entirety of the month(s) currently displayed in your Calendar view.  Make changes to the default date range as necessary by typing in new dates (using mm/dd/yyyy format), or by selecting dates using the available date picker to the right of each field.
8. Click CONTINUE.  The Job Interview Data Entry page is displayed.

9. Click the radio button next to "Add new job interview" and click the corresponding drop-down arrow to select the employer the interview is being conducted with.

  TIP: If the appropriate employer is not listed, use the Employers feature to create a new employer record.  Once that record has been created, return to the Calendar or Job Interviews feature where the new employer will now be available for selection.  

10. Click CONTINUE.  The Add a Job Interview page is displayed.

11. Configure the fields and options on this page as necessary.  For more information, see Job Interview Fields/Options.
12. Click CONTINUE.  The updated Job Interview Data Entry page is displayed.
13. If necessary, click Calendar from the navigation bar to return to the Calendar.

The process of scheduling a job interview is now complete.

  https://demodb.footholdtechnology.com/help/?12368