Deleting CRF Versions on Placements

Customer Required Fields (CRF) are used to track custom data points against time worked and use those data points to manage invoice presentation. CRFs can be configured per Company to ensure you are able to meet the specific needs of each client. CRFs are also configured at the Placement to ensure that each Placement/Candidate has the specific set of options to select from during time entry without needing to filter through options that are not applicable to them or the work they are performing.

Value Added

  • Billing Specialists: Ability to Split, Group, and Summarize invoices by CRF data, providing more flexibility during invoicing and better customer service for your customers. Customer Required Fields can also be tracked through financial reporting.
  • Recruiters: Streamline Placement management by tracking up to 50 CRFs and their options on a single Placement.
  • Candidates: Categorize work performed when entering time.

Customer Required Fields must be enabled to use Purchase Orders. See Purchase Orders for more information.

Deleting a CRF version allows you to erase an individual CRF version. You can use this to delete:

  • Past Versions: Deleting a past version removes past associated values from the CRF configuration. This action will not impact invoiced time.
  • Current Versions: Deleting a current version, reverts the version to the most recent past version. If no past version exists, there will be no current version until a future version's effective date.
  • Future Versions: Deleting future versions, keeps the current version active until another future version becomes effective.

Use the following steps to delete a Past, Current, or Future CRF Version on a Placement:

  1. Open the Customer Required Fields tab on the placement record.
  2. Under the Effective On drop-down, select the version you want to delete.
  3. On the card for the CRF, click Edit.
  4. Click Delete.
  5. Click Yes to confirm.