Events and tasks management

The completion of tasks is possible from the "Event and task management" window or from the "To do tasks" window, the completion procedure is identical in both windows.

It is impossible to archive an event from the "To do tasks" window.

The example below illustrates the completion of tasks related to the "Testimony of Satisfaction" event for a candidate.

1.Open the candidate's file and the "Event and task management" window.

2.Select the task "Call the candidate" under the event "Testimony of satisfaction".

3.Click on the icon (List of values) to open the selection window and choose a completion option.

4.Press the icon (Save).

5.Depending on your configuration, the due date of the task could be automatically registered and it is possible to modify it. Otherwise, check the "Specify the deadline" box to activate the text fields and enter a date.

6.The selected completion option may suggest that you add a new task. In this case, the "Generated Tasks" window will appear to allow the creation of a new task related to the event.

7.In the "Generated Tasks" window, select the "Wait for a call back" task. Click on the button and on the button .

8.The new task has been added to the list. Select this task.

9.Click on the icon (List of values) to open the selection window and choose a completion option.

10.Press the icon (Save).

11.If the selected completion option is the last task to complete the event, a message will be displayed asking you if you want to archive the event now.

12.If you answer , the icon (Filing Cabinet) will appear on the left of the event.

13.If you answer , you can manually archive this event by clicking on the icon (Archive) and on the icon (Save).

You will only be able to reactivate an archived event if the security group to which you belong has the rights and access for this procedure.

For clarification, a note can be added to a newly created or existing task or event.

The procedure for adding, modifying or deleting a note is the same in both "Tasks and Events" windows.

A note can be added to an event or task whether you are in "List" or "Calendar" display mode. If adding a note is not allowed, the "Notes" tab will be greyed out.

Add a note

1.Open the "To do tasks" window.

2.If needed, apply a filter to events and tasks.

3.Select a task or event and move to the "Notes" tab.

4.Click on the button to write and format the text of the note.

5.Details are visible in the note display area.

Modify or delete a note

6.Select the note for which you want to make a change.

7.Click on the "Modify" link to open the note editing window.

8.You will be able to delete or edit the text of the note.

The following procedure applies for all types of events and is only possible from the "Event and Task Management" window.

Depending on your configuration, if the added event contains associated tasks, they will automatically be added under the event.

The example below illustrates the addition of the "Complaint" event to a candidate's file.

1.Open the candidate's file and the "Event and task management" window.

2.Click on the button (Add Event) to display the selection window and choose the event "Complaint".

3.The event and its associated tasks are added to the file.

4.You can add a personalized title to the event, to specify its nature or subject.

Associating an event between two folders will make it possible to find this event in the two folders concerned in order to facilitate its follow-up.

The example below illustrates an association between a candidate and a client following a complaint made by the client who was not satisfied with a candidate's work.

If, depending on your configuration, the "Complaint" event does not include the task "Link complaint to client", you can add it manually.

1.Open the candidate's file and the "Event and task management" window.

2.Add the "Complaint" event if it is not already added to the file.

3.Select the task "Link complaint to client" and click on the icon (List of values) to open the selection window and choose a completion option.

4.In the message that appears, press . You are redirected to the "Associations" tab of the window.

5.Click on the icon (List of values) to open the selection window and choose the client from the list provided. The client's file is added to the list.

6.Press the icon (Save).

7.Move to the "Tasks" tab and complete the task. The event is added to the client's file and contains the information from the file to which the event is associated.

8.You can complete the other tasks and archive the event, if necessary.

Note that the following procedure applies for all types of tasks and is only possible from the "Event and Task Management" window.  

It is possible to add one or more tasks to a new or existing event.

The example below illustrates the addition of the task "Sending documentation" under the event "Potential client follow-up" in a new client's file.

1.Open the client's file and the "Event and task management" window.

2.Select the event "Potential client follow-up".

3.Click on the button (Adding task) to open the selection window and choose the task "Send documentation".

4.The task is added to the folder.

5.If necessary, specify the due date of the task.

PRIM allows you to assign a task to a user or a security group.

If a task is assigned to a security group, it will be accessible to that group and can then be completed by one of the users of that group.

The example below illustrates the assignment of the "Send documentation" task to a user from a client's file. Note that the procedure is the same for assigning a task to a security group.

1.Open the client's file and the "Event and task management" window.

2.Select the event "Potential client follow-up" and the task "Send documentation".

3.Click on a blank line in the "Assigned to employees" section to open the selection window.

4.Select an employee from the list provided.

5.Press the icon (Save).

6.The task is assigned to the selected user.