Batch replacements are created from the "Add batch Requests" window.

 

 

PRIM offers 3 locations to open this window and add replacements in batch:

 

 

•"Quick actions" menu of the "Client" window

•"Operations" tab - sub-tab "Replacements" of the "Client" window

•"Add batch Requests" window in the "Request" section of the PRIM ribbon

 

In the example below, we will use the "Client" window.

 

 

1.Open a "Client" window.

2.Click on the ''Operations'' tab and on the sub-tab "Replacements".

3.Click on (Add batch request), the "Add batch requests" window is displayed, the name of the client is already entered.

If you open the window via the PRIM ribbon, click on the field "Client", the window "Selection of values" is displayed, select a client and click on .

 

4.In some cases, the "Selection of values" window will allow you to choose a recipient client. Select a client and click on .

5.The "Selection of values" window is displayed, select a division, click on .

6.The "Selection of values" window is displayed, select the type of replacement among the suggested list, click on .

7.Click on to display the ''Replacement criteria'' window if you want to add specific criteria to the request, click on . A star will be displayed on the button and a column will be added in the list if there is a specific criteria added to the request. If a criteria is added, it will be displayed in the "Replacement type" column of the "Replacement management" window.

Do not forget to delete the added criteria if they are not required for the next replacements to be created.

8.The "Selection of values" window is displayed, if needed, select the department, click on .

9.The "Selection of values" window is displayed, if needed, select the person who made the request, click on .

10.Enter a reference number if needed.

11.Enter the number of candidates requested by the client if it is different from 1.

12.Click on the calendar to select the date.

13.Select the work shift.

14.Click on the icon (Insert) on the main toolbar or on .

15.The requests are displayed in the main area.

16.Repeat steps 12, 13 and 14 until the request is complete.

17.Click on the icon (Save).

18.A message is displayed asking you if you want to display the replacements that were added. If you click , the window "Replacement management" will open displaying only the replacements added, allowing you to begin the assignments.

19.The new replacements may be consulted via the "Replacement management" window or via the "Client" window, tab ''Operations'' and the sub-tab "Replacements".

 

If you want to delete one replacement before saving, use the icon (Delete) on the main toolbar. If you want to delete every requests of the list before saving, use .