Create a template job

  1. Access the CCREGN—Job application from the main menu or quick launch to display the CCREGN—Search Job screen.

  2. Click New to display the CCREGN—Create Job screen.

  3. Select Job Type as Template.

  4. Select whether the job has Organisation Scope.

  5. Select Job Name Syntax Code or enter Job Name.
  6. Select Registration Mode as New Job by Client.
  7. Select Client Code.
  8. Select Project Code and/or Contact Code, as required.
  9. Enter other details, as required, for example, Priority and Signatory User Group Code, or update job stakeholders on the Reporting tab.
  10. Add job-scope biofields on the Biofields tab, as required.

  11. Update job notes on the Notes tab, as required.
  12. Update job paperwork and labels on the Paperwork & Labels tab, as required.
  13. Click Submit to create the job and display the CCREGN—Job Detail screen.