You can create a record by clicking on the "Create" icon in blue on the left side of the page, directly to the left of the department dropdown menu. Once you have done that, you will be able to select any record type that is currently published. You can use the department dropdown menu in order to help find your record type quickly. Click on the record type in order to start filling out the form.
- Once you have selected the record type, you will want to click "Add Applicant" to add an applicant to the record. In order to add an applicant, simply start typing their email address and relevant search results will appear on the right. Click the "Select" button next to the applicant email in order to choose that applicant. If the applicant doesn't have an account, you can fill in the required information and click "Create Applicant."
2. Click the "Add Location" button in order to add a location. You can use the search bar to search for the desired location. Once you find the location, simply click the "select" button next to the location. If the location is unavailable, you can create a new location by clicking the "Create New" button.
3. Once you have added an applicant and location, fill out the form fields and click "Create Record." You also have the ability to save and/or delete the draft at any time prior to its creation.
4. Once the record is created, you will be taken directly to the first step in the record's workflow.