Completing Sign Up Forms in PICS
Once you have set up the necessary forms, you can start to send them out and use them to create new Applicant and Organisation records in PICS.
Sending Out Sign Up Forms
To get the link for a form you can either copy the URL from the Form Preview or select Copy URL in the Form Edit page. This link can then be made available to prospective applicants or employers as necessary.
Completing Forms
Once the applicant or employer has opened the link they can fill the fields in the link as necessary. You may want to use Design Elements in the form to embed instructional information and guidance in the form itself to help them fill it out. Once the form has been filled, the form filler should select Submit.
Any mandatory fields will be indicated with a * by the question. If the form filler tries to submit without completing all mandatory fields they will be shown an error message naming which fields need to be completed.
Once the form has been successfully submitted, the completion message you specified in the Form Edit page will be shown. The form filler can then exit the form.
Adding Prior Qualifications
If an applicant sign up form contains a question field for Prior Qualifications, a button will be available in the form to Add Prior Qualification.
Selecting this will open a window where the applicant can specify the Title, Level, Grade and Achieved date for the qualification. The first three fields are mandatory.
After they have selected Save, the qualification will be added to the form. From here, the applicant can Add another qualification and Edit or Delete any existing ones.
Viewing New Records from Sign Up Forms
Once a form has been successfully submitted, a new applicant or organisation record will be created. There are a few possible ways to find new records:
The Organisations and Applicants boxes in the PICS Home Page will be highlighted in green if any new records have recently been added.
If you have set an Initial Status in the Form Edit page, you can filter for records with that status in the Applicant List or Organisation List.
The Is New filter in the Applicant List and Organisation List can be used to restrict the list to records created in the last month.