You have the option to include notes within the job, ensuring vital information is shared with the team without the risk of oversight or miscommunication.

Follow the steps below to add a note to your job.

Click on Jobs from the left-hand menu options, and you will be redirected to the ‘ActiveJob’ screen.

Navigation Link: https://app.ismartrecruit.com/openJob


 

Add Notes

Step 1: Click on the Notes icon available on the Job screen List View/Grid View.

Grid View

 

List View

 

Step 2: Select the type of Notes from the dropdown that helps to easily classify based on the selected category. By default “General” will get selected but you may select other types that are listed. 

 

Note: The note type is customizable from the “Manage Catalogue” screen available in the Admin section. You can access it by clicking on the + icon beside the Note type field.

Navigation Link: https://betahelpcenter.ismartsolulab.com/job-management/customize-master-values-catalogue

 

Step 3: Enter the Notes as per your preference in the available text area.

 

Step 4: Click on the “Save” button to save the note. 

 

View Notes

To read the notes, you can hover/place the mouse pointer on the highlighted note icon in the Job module and also inside each Job view window. 

 

Job View Dialogue Box

 

Edit Notes

If the note is added for the Job, you can see the notes icon in orange colour. Click on the Job Name and see the Notes section in the right-side panel. On mouse hover, you can see a pencil icon. Click on the Pencil icon of the respective note to edit.


 

Remove Notes

If the note is added for the Job, you can see the notes icon in orange colour. Click on the Job Name and see the Notes section in the right-side panel. On mouse hover/place, you can see a Delete icon. Click on the Delete icon of the respective note to remove it.