Attach People To Review Accountability Statements and Complete the Job Questionnaire

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This function allows a user to view the detailed information (background and general information) and share their thoughts and perspectives for a specific job in your organization. The job(s) each user can access are defined by the System Administrator and those who have been given a security access level of 4 or 5.

 

Note:   If you would like to know more about the functionality, please contact crelations@encv.com for assistance.

 

From the Main Menu move the mouse over the Jobs icon and click the Jobs function to open screen or based on your credentials you may be directly taken to the screen:

assignedjobuserViajobscreen

Based on security access level given to Skills/Certifications will determine if the skills icon is available to the user.

 

On the Job screen,

The selected job is bolded in black.

The list contains all of the Active Jobs the user (system administrator) has access to.

The Job is Complete (CheckMark) or Incomplete (    ).

The Job is Approved or Unapproved

 

Assign User to Job

Select a Job to link to a User.

Click the Link icon (link01).

The screen that opens identifies the job to be linked to a User.  

 

assignedjobuserViajobscreen2

 

Click the Add icon (addicon).

A list of users will populate on screen.

 

Listofusers

 

Select User (click on name) from the list. The user will automatically be connected to the job.

 

AddedUser

 

 

Un-assign User from Job

 

Select the User to be unassigned from job and click deletebutton.

 

Unassignuserfromjob

 

okbutton to close.

 

The screen shows the following columns: User Id, Name of User, Questionnaire Status and a Reminder. Once User is connected, their name will display, along with their User ID with an envelope icon displaying their email address when you hover over it (if filled out when first adding the user to the application).

 

 

For the User to complete the Job Questionnaire, for the assigned job, an email address must be linked to the user (Add User).

Click on the envelope icon to send out a reminder.

 

Emailreminder

 

Email Invitation

Once reminder is sent, the User will receive the following email invitation to complete the Job Questionnaire.

 

Emailmessage

 

 

Upon entering the application, the user will see the linked job (this is based on their profile with security settings).

Userscreen

View

When the user clicks on the ViewButton icon or double clicks on the selected job, they can:

View the information for the non-confidential Job only.  

Userscreen2

Click OKButton to close the window.

 

Click Job Questionnaire (Job Questionnaire) to Add a New Questionnaire for the job.

 

Userscreen3

 

Progress

As the user progresses through the questionnaire you will be able to click on the job that the user is linked to to see how they are progressing.

progressbara OR progressbarb

 

 

For the System Administrator to identify who has been assigned which job and if the Questionnaire has been completed by the user and the date it was completed a User Assigned Job Report can be generated. This report is found on the Jobs screen using the Reports icon.