The Provisionstab in theVacancy Summaryshows any provisions that have been linked to the vacancy. These provisions, along with some other factors, are the basis for the Vacancy Matching process. As well as standard provisions, it is also possible to set up your own Custom Provisions to link to records. Custom provisions can be set up and maintained by your database admins in the Custom Provisions section of List and Type Configuration.
For each provision, the following details are shown:
Filtering the Provision List
The option toSearchthe provision list byCode andDescription and filter byNumber of Recordsis available from above the list. Once you have entered the necessary details, pressEnteror select the icon to run the search and apply your filters.
Exporting the Provision List
SelectingMore shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.
Adding a New Provision
SelectingAdd Provision in the provisions tab will open a window where you can link a new provision to the opportunity. This process is made up of two steps:
1. Choose theProvision Typefrom the drop-down menu. Select Next to continue.
2. Choose theProvision code from the drop-down menu. A Searchbar is available in the drop-down menu. Select Saveto add the provision or Cancelto discard it.
The following actions are available from the provisions tab:
Delete – Selecting ...> Deletewill remove the provision from the opportunity record. You will be prompted to confirm before the provision is removed.