Window - Terms management (PRIM029)

Under the ''Terms monitoring'' tab you will find the list of all the terms registered in the system.

To decrease the number of records and display only the desired items, you can apply filters on each of the columns in this list.

In the column ''Term title'', click on the icon (Open file) to open the selected term's file.

Under the ''Applications tracking'' tab you will find the list of all the applications, for all the terms registered in the system.

To decrease the number of records and display only the desired items, you can apply filters on each of the columns in this list.

In the column ''Term title'', click on the icon (Open file) to open the file of the selected term.

It is posssible to manually change the application status by clicking on the icon (List of values) or, according to the status, on the interest buttons at the right of the window. If you see the icon (Open file) in one of the columns of the list, you will be able to open the correspondent file.

•Agency note - Note added by the agency

•Candidate note - Note added by the candidate on the Web platform

•Client note - Note added by the client on the Web platform

A star on a tab and an icon in the list will tell you that a note related to the selected item has been added.  

New columns related to the interest of an application are available for the "Agency", "Candidate" and "Client" sections. For example, in addition to the agency's interest icon, you will find the date and name of the user who indicated the interest.

Under the ''Weeks tracking'' tab you will find the list of all the weeks, for all the terms registered in the system.

To decrease the number of records and display only the desired items, you can apply filters on each of the columns in this list.

For example, by applying a filter to the beginning and end dates of the working weeks, you will be able to display only the finished weeks and confirm the hours worked by checking the box in the column “Confirmation”, without having to go in each of the terms to do the procedure.

In the column ''Term title'', click on the icon (Open file) to open the selected term's file.

It is posssible to manually change the week status by clicking on the icon (List of values), the list of choices will be different according of the status. If you see the icon (Open file) in one of the columns of the list, you will be able to open the correspondent file.

The number of the period is an unique number generated by PRIM which identifies a week in a term.