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This page explains each of the codes and how they work.
Run Plan
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This type is only available for PICSWeb for Employability customers. |
The Run Plan type allows you to choose an Action Plan to run for a participant.
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Stop Plan
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This type is only available for PICSWeb for Employability customers. |
The Run Plan type allows you to choose an Action Plan to stop if it is running for a participant.
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Set Officer Relationship
The Set Officer Relationship type allows you to create a relationship between a learner or applicant and an Officer. This process is made up of only one step, Source Options, where you can choose a Relationship Type and name an Officer to link.
The relationship types available to choose here will include the inbuilt Officer Titles for learners as well as any Custom Relationship Types you have set up.
Once the action has taken place, the officer will be linked in the Officers tab in the Learner Summary for learners and the Officers tab in the Applicant Summary.
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Set Database Field Value
The Set Database Field Value type allows you to set a value for a data field in the record or a linked child record. You can set the field to either an absolute value or to match the value in another data field. This process is made up of the following steps:
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Add Days – Here you can choose a number of days to add on to the target. This means that the source field will be set to this modified value rather than the original target value.
Working Days – If this is ticked, the Add Days number above will add on working days only, rather than all 7 days of the week.
Date Only – If this is ticked, any fields that include both a date and time will only have the date included when used to set the value for the source field.
Send Notification
Add Tag
The Add Tag type allows you to add Tags to the record when the transition is enacted. This process is made up of only one step, Source Options, where you can search the drop-down menu for any tags to attach to the record. You can use the X icon to remove tags from the field.
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