Eclipse User Guide Vacancy Templates. Vacancy Templates

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1 Vacancy Templates Page 1 Last Revised: January 2010

2 Vacancy Templates Features and Related Topics: 1 Introducing Vacancy Templates: Saving a Vacancy as a Template: Creating a Vacancy Using a Template: Using a Vacancy Template from the Main Vacancy Interface: Using a Vacancy Template from the Client Record:... 5 Page 2 Last Revised: January 2010

3 1 Introducing Vacancy Templates: Once a vacancy has been created in Eclipse, it is possible to save the information as a template which can then be used in the future to create a vacancy for any client in the database. 2 Saving a Vacancy as a Template: Firstly, open the vacancy record to be saved as a template for future use. Select the Save This Vacancy as a Vacancy Template button from the toolbar at the foot of the vacancy record: Save this vacancy as a vacancy template button This button opens the following window: To save the vacancy as a brand new template add a brief description of the vacancy in the first field and select Save To update an existing vacancy template, highlight the record in the list and select the 2 nd Save button To delete an existing vacancy template, highlight the vacancy and select Delete To save the vacancy as a brand new template add a brief description of the vacancy in the first field and select Save. This template will then be available for future use. To update an existing vacancy template, simply highlight the record to be updated from the list of previously saved templates and select the 2 nd Save button. To delete an existing template from the list, highlight the record to be removed and select Delete. This is the only way to delete existing templates. Please note the Delete option is not available from the Add Using Template button within the Vacancy section of the main interface. Page 3 Last Revised: January 2010

4 3 Creating a Vacancy Using a Template: Vacancy templates are particularly useful where similar vacancies often occur. For example, if a client notifies of a vacancy similar to one requested or filled previously (not necessarily by the same client), instead of creating a brand new vacancy from scratch, a template of the basic vacancy details can be used as a starting point for the new record. Where a template has already been saved there are two ways of creating a new vacancy using a template: 1. From the main vacancy interface 2. From the client record 3.1 Using a Vacancy Template from the Main Vacancy Interface: Select Add Using Template from the left hand side of the main vacancy interface as shown below: Select Add Using Template Selecting this button open the following window displaying a list of saved vacancy templates: Selecting Add Using Template from the main Vacancy window will open this screen Select the desired template from the list and click Proceed to create the new vacancy record Select the desired template from the list and click Proceed. This will create a new vacancy record containing the information from the template. Page 4 Last Revised: January 2010

5 The only additional information required will be specific to the client e.g. client name and address, agreed fee, client commitment indicator and any external reference numbers. Select the green + button to search for the desired Client. Once the client has been chosen, the address fields will be automatically populated. The screen shot below shows the Programmer vacancy template used in the vacancy example above. The vacancy template contains all the general information regarding the vacancy with the exception of client specific details Select the green + button to search for a client and populate the address details. Complete the remaining information as required 3.2 Using a Vacancy Template from the Client Record: The second way of utilising the vacancy template feature is through a client record. Open a client record and select the Vacancy button as shown below. Eclipse provides two options: 1. Create a blank vacancy for this client 2. Create a vacancy for this client using a vacancy template Open a client record and select the Vacancy button Select Create a vacancy for this client using a vacancy template Page 5 Last Revised: January 2010

6 Select the second option to display the list of potential templates to use. Highlight the required template from the list and select Proceed Highlight the required template from the list and select Proceed Eclipse pre-populates much of the information in the vacancy including the client name and address Eclipse creates the vacancy pre-populating much of the information including the client name and address. Page 6 Last Revised: January 2010