Once in the longlist, right-click the appropriate candidate, then select ‘Add Action’. 

 

Graphical user interface

Description automatically generated with medium confidence

 

Select the relevant action from the dropdown, add your notes and then click ‘Add Action’ to save.

 


At the top of the longlist, there is a teal box with the number of actions logged against the people on that longlist. 



To see more information on which actions have been logged and how many, simply click on the box to reveal a drop down. 



Click on the action type to see which people have that action logged against them.


If there is a group action logged against multiple people, it will show in the action type view like this: 



To view the notes or people logged on a group action, click the 'eye' icon to the left of the candidates name. 


 

The options that appear here will have been set by an admin user within Settings: Customisation > Longlist Actions.

 

The number of actions recorded against a candidate for this specific job are noted by a number in the Actions column on the longlist. Click the number to open and view the log of previously recorded actions.