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The Campaign Documents screen/tab displays a list of campaign specific documents and is designed to be a central store for all documents relating to the current recruitment campaign. Examples might include: job specification; advert copy; FAQ’s on the position; the text of common email responses and even the offer letter, contract of employment or terms and conditions.
The campaign Documents list displays the following information
- The Attachment Description field displays a summary of the information contained in the document.
- The Document Name shows the document title and file extension.
- The Date Added field indicates the date the document was uploaded to Interview Coordinator.
- The Added by Contributor field shows the email address of the contributor who uploaded the document.
Only the appointed Hiring Manager for the campaign can upload campaign documents. To upload a document click the Add -> Add Document option from the button bar.
A Search screen will appear allowing you to either search for documents uploaded to previous campaigns, or click the
Add -> Add new Document option to upload a new document.
To copy a previously uploaded document to the current campaign, enter the appropriate search parameters into the search screen (See Search Screens for more details on how to use search screens). A summary list of potentially suitable documents will be displayed in the results window. To view a document from the search results, select a document using the selection tick box and click the Edit/View button from the button bar.
Once you have found an appropriate document use the tick boxes to select the document(s) and click the Add -> Add Document to Campaign option on the button bar.
To upload a new document click the Add -> Add New Document option from the button bar. Enter a description of the information contained in the document and then browse to find the document from your PC. Click the Save button to upload.
To view a campaign document select a document using the selection tick boxes and View/Edit button from the button bar.
Your PC will ask whether you want to Open or Save the document. Click Open to open the document with the application associated with the file extension or Save to make a copy to your hard disk
Please note: Any changes you make to an opened document will NOT be automatically saved back to Interview Coordinator. To save an edited document, first save it to your hard disk then upload the newly edited document and delete if the previous document.
Delete a document from the current campaign
To delete a candidate from the current campaign, select the document(s) using the selection tick boxes and click the Delete button from the button bar.