What is the Workflow Module?

What is the Workflow Module?

The Workflow Module is the place where you’ll come to manage all your matches.  When a Match is created, a separate Match Record is created for that specific match, and it is kept in the Workflow Module.  This allows you to search on your current (or past) matches, take a look at where those matches are and filter for specific information.  Use the Workflow Module as your pipeline for everything you have going on within the database.

We commonly abbreviate Workflow as “WF” and Match as “MT.”

What can I do here?

Using the Workflow Module is a great way to stay on top of your matches and allows you to see where each match is in your process.  By taking a look at all the matches associated with a specific JO or CO in your database you can make some comparisons and also find instances of a bottleneck which could be slowing things down.  For example, sometimes Matches get stuck in a certain stage for a long period of time.  So, if you notice you have a lot of Matches just sitting there in the Match Created stage, you’ll know immediately that you need to follow-up on those and move them along, reject them or cancel them out.

Searching in the WF Module

You’ll notice we have 2 sets of filters in the Workflow Module.  The filters towards the bottom are used for your primary search and allow you to indicate general information regarding the Matches your looking for.

• Use the ‘Current/Any‘ filter to decide between records that are currently in a particular stage (Current), or records that have ever, at any point, been in the selected stage (Any).
• Use the ‘Stage‘ filter to indicate specific stages to be searched on.  There are 2 groupings offered:
• Placement – This includes any record currently in the stages of ‘Placed Permanent,’ ‘Placed Contract’ or ‘Modify Contract’
• Active – This includes any record currently in the stages of ‘Match Created,’ ‘Candidate Approval,’ ‘Resume Sent,’ ‘Interview’ or ‘Offer Extended’
• The ‘For AM/RC‘ filter indicates who’s Matches you’d like to search on.  To search on everyone’s Matches, highlight the name in the box and press Delete on your keyboard.
• The ‘Date‘ filter allows you to indicate a date range.  Popular ones include ‘is on or before’ and then today’s date, or ‘occurred in the past …. days’

The filters along the top are used to further narrow down your searches and can be configured just as your Simple Search filters can be configured in any other module.

The Match Record

The Detail View of the Match Record is an important place because it keeps track of everything that has happened with this Match.  It will track the stages the Match has gone through, any Contract information, if applicable, offer negotiations, interviews and placements.  This will give you a snapshot of the Match history and offer details on each step of the process.