Add Reference

Use these instructions to add a reference to a Candidate record.

1. Select Activities drop-list > Candidate Activities > Add Reference.
2. The Add a Reference workflow will open in a new window.
3. While updating the form notice that fields marked in red are required to complete the workflow; and that by clicking on the buttons to the right of certain fields, a new window will open, allowing you to select options related to that specific field.

4. Click Confirm to complete the workflow.

   

5. The reference will be added to the list box on the References segment. Select the Reference # to view and update the record.

6. Verify the Reference Created entry and notes from workflow posted to the journal.