Say Hello to Effortless Placement Tracking!
We’ve streamlined the process to make tracking client placements easier than ever. By selecting a specific "Note Type," you can quickly categorize and count job or training placements directly through case notes. No more unnecessary steps — just fast, efficient updates!
For a walkthrough of how to add a new placement note, check out the video below!
Creating placement notes in RiseKit is easy. Follow these steps to get started:
Select the Candidate Chat.
Begin by opening the candidate chat for the individual whose placement you wish to update.
Click on “Notes”.
Navigate to the "Notes" section to begin creating your update.
Choose the Type of Note.
You will see different note types available:
Case Note: Use for daily client interactions and general updates.
Placement Note: Use specifically when a client is placed in a training program or employment.
Intake Note: Use for notes related to a candidate's initial intake, which can be accessed by their assigned staff member.
Select "Placement Note" to update your candidate's placement status.
Add a New Placement Note.
To create a new note, click on the "+ Placement Note" button.
Fill Out the Placement Details.
Inside the note, select the type of placement: “Job” or “Training Program”.
Use the text box provided to write an update regarding the candidate's placement.
Save the Note.
Click “Create Note” to save your entry. The placement will be automatically counted toward your overall metrics, reducing extra steps and saving valuable time!