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Administrator Manual

mindSCOPE Staffing and Recruiting Software www.mindscope.com

CURA Technical Support Email: [email protected]

Phone: 1.888.322.2362 x 55

http://www.mindscope.com/

mailto:[email protected]

Administrator Manual Page 1


Table of Contents The Setup Module ........................................................................................................................................ 3

Skills .......................................................................................................................................................... 3 Adding or Modifying Skill Sets ............................................................................................................... 4 Adding or Modifying Skill Categories .................................................................................................... 7 Adding, Modifying or Deleting Skills ...................................................................................................... 9 Adding Skill Aliases ............................................................................................................................. 14 Modifying Skill Aliases ........................................................................................................................ 18 Deleting Skill Aliases ........................................................................................................................... 21

Modifying Application Labels ................................................................................................................... 25 Drop-Down Menus .................................................................................................................................. 29

Adding a New Value to a Drop-Down Menu ........................................................................................ 29 Modifying a Value within a Drop-Down Menu ..................................................................................... 31 Deleting a Value within a Drop-Down Menu ........................................................................................ 33

Adding Schedule Types to the Job Order Pipeline .................................................................................. 35 Enabling Candidate Status Change in the Job Order Pipeline ................................................................ 38

Modifying Candidate Status Changes ................................................................................................. 41 Deleting Candidate Status Changes ................................................................................................... 42

Setting Up SMS Triggers ......................................................................................................................... 43 Modifying SMS Triggers ...................................................................................................................... 45 Deleting SMS Triggers ........................................................................................................................ 46 Restoring Deleted SMS Triggers ........................................................................................................ 47

The My Information Module ...................................................................................................................... 50 Creating User Accounts .......................................................................................................................... 50 Deactivating User Accounts .................................................................................................................... 54 Changing your CURA Password ............................................................................................................. 57 Custom Fields ......................................................................................................................................... 59

Changing a Label(s) for a Custom Field.............................................................................................. 59 Changing a Custom Field Data Type .................................................................................................. 59 Creating a Drop Down Menu Data Field Type .................................................................................... 61 Converting a Drop-Down Menu to a Look-up Field for Custom Fields ................................................ 64

Questionnaires and Check Lists .............................................................................................................. 67 Creating Questionnaires ..................................................................................................................... 67 Creating Check Lists ........................................................................................................................... 77 Modifying a Questionnaire or Check List Name .................................................................................. 85 Modifying a Question or Check List Item............................................................................................. 87

Customizing Entry Wizards ..................................................................................................................... 95 Specifying Company Preferences ........................................................................................................... 98 Audit Logs in CURA .............................................................................................................................. 106 Data Archive .......................................................................................................................................... 114

Archiving Application Logs in CURA ................................................................................................. 114 Permanently Deleting Archived Application Logs .............................................................................. 119



Restoring Archived Application Logs ................................................................................................ 122 Archiving Documents in CURA ......................................................................................................... 124 Permanently Deleting Archived Documents ...................................................................................... 127 Restoring Archived Documents ......................................................................................................... 129

Organizational Hierarchy ....................................................................................................................... 131 Creating an Organizational Hierarchy ............................................................................................... 131 Modifying a Level within the Organizational Hierarchy ...................................................................... 138 Moving a Level within the Organizational Hierarchy ......................................................................... 141 Deleting a Level within the Organizational Hierarchy ........................................................................ 144 Adding Recruiters into Levels of the Organizational Hierarchy ......................................................... 146 Removing Recruiters from a Level of the Organizational Hierarchy .................................................. 151 Organizational Hierarchy and CURA Dashboards ............................................................................ 154

Specifying Application Security ............................................................................................................. 158 Ad Hoc Reports in CURA ........................................................................................................................ 163

Creating an Ad Hoc Report ................................................................................................................... 163 Deleting an Ad Hoc Report .................................................................................................................... 174 Modifying an Existing Ad Hoc Report .................................................................................................... 176



The Setup Module The Setup Module allows CURA System Administrators to customize database application labels, messages, drop down menus, skills, and questionnaires and create application user groups. Skills Skills are keywords commonly found within a candidate’s resume. CURA allows System Administrators to create a list of skills which can be organized by sets and categories. The hierarchy for skills is as follows:

Skill Set

Skills

Skill Category



Adding or Modifying Skill Sets 1. Go to the Setup Module.

2. Expand Corporate Tables from the menu on the left.



3. Scroll down the list to locate Skill Sets from the corporate tables menu and click on it.



4. Enter the skill set you wish to add in the New Value field and click on Save found on the upper right corner of the screen.

5. The skill set will now be added to the list of skill sets in the database. To modify a skill set, type

over it and click on Save to save the changes you’ve made.



Adding or Modifying Skill Categories

1. Locate Skill Categories from the setup menu and click on it.



2. Enter the skill category in the New Value field and click on Save found on the upper right corner of the screen.

3. The skill category will now be added to the list of skill categories in the database. To modify a skill category, type over it and click on Save to save the changes you’ve made.



Adding, Modifying or Deleting Skills

1. Locate Skill from the setup menu and click on it.

2. Choose the skill set where you want to add the skill from the skill set drop down.



3. Next, select the skill category where you want to add the skill from the skill category drop down.

4. Enter the skill in the New Value field and click on Save found on the upper right corner of the screen.



5. The skill will now be added to the list of skills in the database under the skill set and skill category you specified. To modify the skill set or skill category (#1 and #2) for a skill, click on the drop down and select a new value from the drop down. To modify the skill, type over the skill (#3) and click on Save to save any changes you’ve made (#4).

4

1 2

3



6. To delete a skill, place a check mark beside the skill you wish to remove and click on the Delete button found on the upper right corner.



7. An application message will appear asking you if you would like to continue deleting the item. Click on the check mark to confirm, or the X to cancel.



Adding Skill Aliases If there are skills that could be written in a variety of ways within a candidate’s resume, skill aliases can be created so that Batch PARIS is able to recognize a keyword and associate it with an existing skill. Common examples of skill aliases include abbreviations or acronyms. For example, you can have a skill called Certified Public Accountant that could have an alias of CPA so that when Batch PARIS scans a resume and sees CPA, it will still recognize it as Certified Public Accountant.

1. Click on Setup from the Modules Section located at the bottom left corner of the screen.

2. Click on Corporate Tables on the upper left corner.



3. Scroll down through the list of options and locate Skill Aliases.



4. Select the skill set for the skill you wish to create an alias for from the skill set drop down menu.

5. Select the skill category for the skill you wish to create an alias for from the skill category drop down menu.



6. Select the skill you wish to create an alias for from the skill drop down menu.

7. Enter the skill alias beside New Value and click on Save found on the upper right corner of the screen.



Modifying Skill Aliases








4. To modify the skill alias, enter the new value into the skill alias box and click on the Save button.



Deleting Skill Aliases








4. Locate the skill alias you would like to delete and place a check mark beside it. Click on the Delete button found on the upper right corner of the screen.



5. A dialogue box will appear asking you if you wish to continue deleting the item. Click on the check mark to confirm, or select the X to cancel.



Modifying Application Labels Application labels are the names of fields and modules within CURA. These can be modified according to your company’s terminologies.

1. Open the Setup Module by clicking on Setup in the Modules Section.

2. Click on Corporate Tables from the tree on the left to open a list of setup options.



3. Click on Application Labels from the Setup options.



4. Locate the application label you would like to modify from the list. The page only displays 15 labels at a time, arranged in alphabetical order. To move through the list, click on the page numbers located below.



5. To sort the labels alphabetically by letter, rather than by page numbers only, click on the Sort Icon (first icon located at the bottom right corner of the table).

Numerical Alphabetized List Navigation:

Alphabetical Alphabetized List Navigation:

6. To modify a label, simply type over it and click on Save to save any changes you’ve made.

Please Note:

The label change should occur immediately. If you experience any delay, select F5 on your keyboard to refresh your screen.



Drop-Down Menus CURA allows System Administrators to customize drop-down menus by adding, modifying and deleting values in them. All drop-down menus within the application are found in the Setup Module except for those created specifically for custom fields. Adding a New Value to a Drop-Down Menu

1. Click on Setup from the Modules Section at the bottom left corner of the screen.

2. Click on Corporate Tables found on the upper left corner.



2. Click on the name of a drop-down menu where you would like to add a new value. For example, if you would like to add a new value to the candidate status drop down menu, you would click on Candidate Status from the menu on the left.

3. Enter the item you wish to add to the drop-down beside New Value and click on Save.



Modifying a Value within a Drop-Down Menu

1. From Corporate Tables within the Setup Module, click on the name of a drop-down menu where you would like to modify an item. For example, if you would like to modify an item to the candidate status drop down menu, you would click on Candidate Status from the list of options on the left side of the screen.



2. A list of items found in the Candidate Status drop down menu will be displayed on the screen. Locate the item you would like to modify and make changes to it simply by typing over it and click on the Save button found on the upper right corner.



Deleting a Value within a Drop-Down Menu

1. From Corporate Tables within the Setup Module, click on the name of a drop-down menu where you would like to remove an item. For example, if you would like to remove an item to the candidate status drop down menu, you would click on Candidate Status from the list of options on the left side of the screen.



2. A list of items found in the Candidate Status drop down menu will be displayed on the screen. Locate the item you would like to remove, place a check mark beside it and click on the Delete button found on the upper right corner.

3. A dialogue box will appear asking you if you wish to continue deleting the item. Click on the check mark to confirm.



Adding Schedule Types to the Job Order Pipeline


2. Click on Corporate Tables on the upper left corner and scroll down through the list until you locate Schedule Types and click on it.



3. A list of all Schedule Types will be displayed on the screen. To add a schedule type to the drop down menu found in the New Candidate Match Pipeline, enter the item on the text box on top beside New Value. Next, place a check mark beside Job Order Schedule Type and click on Save.



4. To add an already existing schedule type to the drop down menu in the New Candidate Match Pipeline, place a check mark beside the schedule type under the column Job Order Schedule Type and click on Save.



Enabling Candidate Status Change in the Job Order Pipeline CURA allows you to automatically update Candidate statuses based on the activities conducted within the Job Order Pipeline. This is a setting to be enabled and configured by the administrator.

1. Click on My Information from the Modules Section, select My Company and then select Preferences from the top menu located in the top right corner of the screen.

2. Scroll down to the bottom of the preferences page to the second last item in the menu. Check off the option labeled Update Candidate Status By Schedule Activity to enable this feature. Select Save at the top of the screen to confirm the changed setting.

Please Note:

The Candidate Status column in the Schedule Types table will only appear if the Update Candidate Status By Schedule Activity checkbox is selected in the Preferences section of the My Information module.



3. Next, navigate to the Setup Module and scroll down to select Schedule Types.

4. Using the Candidate Status drop down menu, select the Status you wish to link to each Schedule Type Description. Ensure you are linking Candidate Statuses to Description fields where the Job Order Schedule Type box is checked.



5. Once you have configured a Candidate Status for each of the Schedule Items you wish to use, select the Save button.



Modifying Candidate Status Changes

1. Return to the Setup Module and scroll down to select Schedule Types. From within the table, use the Schedule Type Description drop down menu to modify the status that the candidate will be changed to when the appropriate schedule item is selected from the job order pipeline.

Select the Save button to save your changes.



Deleting Candidate Status Changes

1. From within the table, use the Schedule Type Description drop down menu to select the blank space at the top of the menu list associated with the schedule type you wish to detach from an automatic Candidate Status change.

Select the Save button to save your changes.



Setting Up SMS Triggers

1. Scroll down the Setup list after expanding the Corporate Tables and select SMS Notification.

2. Enter the name of your SMS Notification into the New Value field.



3. Enter the message you would like to associate with the SMS notification type into the SMS Trigger Message field and then select the Save button.

4. The SMS Trigger is now added to your list.

Did you know? You can create any number of SMS Triggers to suit all text messaging needs.



Modifying SMS Triggers

1. To modify an SMS label, place your cursor in the Description field within the SMS Notification section of the Setup Module.

2. Remove the text that was in the field and replace it with your modified description. Select the Save button to save the changes to your SMS Trigger label.



3. To modify an SMS message, place your cursor in the SMS Trigger Message field.

Remove the text that was in the field and replace it with your modified message. Select the Save button to save the changes to your SMS Trigger label.

Deleting SMS Triggers

1. To delete and SMS Trigger, select the Select Delete checkbox within the SMS Notifications section of the Setup Module and then select the Delete button.



2. Select the check mark to confirm the item you wish to delete, or select the X to cancel the deletion.

Restoring Deleted SMS Triggers

1. To restore a deleted SMS Trigger, select the Trash button within the SMS Notifications section of the Setup Module. Doing so will refresh the page to display the SMS Notification table trash bin.



2. After the page refreshes, select the SMS Notifications you wish to restore by selecting the Restore Checkbox.

Did you know? You can restore values using the Trash button in each of the Setup Module options from the Corporate Tables menu.



3. Once you have placed a check mark in the appropriate Restore Checkboxes, select the Save button to bring them back to the active SMS Notifications table.

4. Select the check mark to confirm the item you wish to restore, or select the X to cancel the restoration.

5. If you do not wish to restore any of the deleted SMS Notifications, simply select the Back button.



The My Information Module The My Information Module allows users to view and manage their personal profiles and also allows System Administrators to view and manage company preferences. Creating User Accounts As an administrator, you may easily create a user account.

1. Go to the My Information Module.

2. Select My Company from the top left menu.



3. Select the Add button within the recruiter section to begin creating a new user account.

4. A window will pop up allowing you to enter the details of the new recruiter including their first and last name, their login information, the type of user they will be, who they report to, as well as the language spoken by the recruiter.



5. To specify who the new user reports to, select the quick look up icon and search for an existing CURA user by last name.

6. Select the Save button to complete the new recruiter profile. Doing so will bring you to the new recruiter’s record. Next, select the Edit button associated with the Default section.



7. Using the Default Reminder Time (minutes) drop down menu, select a default reminder time for scheduled activities. Doing so will ensure that when the recruiter books a scheduled activity in CURA, they will receive the required notification.

8. Select the Save button to save your changes.

Did you know? If your new recruiter works in a different time zone, you may make the differentiation by using the Time Zone drop down menu. Otherwise, the recruiter’s time zone will default to that of your company.



Deactivating User Accounts As an administrator, you may easily disable a user account. Once the user is flagged as Inactive the user will no longer have access to CURA.

1. Go to the My Information Module.

2. Select My Company from the top left menu, above My Profile.



3. Select the Details button next to the recruiter you would like to deactivate and wait for the Recruiter’s record to open in a new window.

4. Now that you are viewing the recruiter’s record, select Edit in their default section.



5. From within the Default section, select the Status field and change it from Active to Inactive. Doing so will automatically disable the user’s login password, denying them access to CURA.

6. When you return to the recruiter table, you will notice that the user is now displayed as inactive.



Changing your CURA Password You can modify your CURA password at any time. You will be asked to enter your new password the next time you log in to the application. If you forget your password, you can send an email to [email protected] and request a password reset.

1. Go to the My Information Module from the Module Section located at the bottom left corner of the screen.

2. Click on My Profile from the menu on the left.



3. Your profile will open on the main screen. Click on Edit beside the Defaults Section.

4. Enter your new password beside Password and re-enter it beside Confirm Password and click

on Save.



Custom Fields Custom Fields are a set of twenty (20) customizable fields in each module in CURA. Custom fields are available in the Candidate, Client, Client Contact, Job Order and Placement record. Custom fields can be customized by changing their label and data type. Changing a Label(s) for a Custom Field To change the label for a custom field, please refer to page 25 of this manual which covers how to modify application labels within CURA. Changing a Custom Field Data Type


2. Click on My Company from the menu on the left.



3. Click on the white drop down arrow beside Summary tab from the top menu and select the set of custom fields you would like to change.

a. Candidate Custom Field Definition – custom fields for candidates b. Client Custom Field Definition – custom fields for clients c. Contact Custom Field Definition – custom fields for client contacts d. Job Order Custom Field Definition – custom fields for job orders e. Placement Custom Field Definition – custom fields for placements

4. Locate the custom field you would like to customize and select a type from the drop down menu.

Text Allows you to enter alphanumeric (letters and numbers) text.

Number Allows you to enter only numbers.

Date Displays a date field

Currency Allows you to enter a dollar amount.

Yes or No Displays a checkbox where Checked = Yes and Unchecked = No.

Custom Drop Will display your preconfigured custom drop down menu where you can select Down Menu a value.

Look-up This options is used in conjunctions with the custom drop down menu option. A

look-up field is a good option to use if there is a large amount of values in the drop down menu as it makes it easy for you to look for a specific value in the drop down instead of having to scroll through the entire list.



Creating a Drop Down Menu Data Field Type CURA allows you to create a drop down menu which can be used as a data field type for any of your custom fields.

1. To create a drop down menu to be used as a data field type for a custom field, click on the New Value Icon found beside List Name.

2. Enter the name of the drop down menu you would like to create in the text box beside List Name and click on the Save icon.



3. Select the drop down name you had just entered from the drop down menu beside List Name to add items to the new drop down list. Click on the New Value Icon beside List Items.

4. Enter a value for the drop down menu beside List Items and click on the Save Icon beside it.

Click on the New Value Icon to add another value. Keep repeating this step until you have added all the values you wish to see as options in the drop down menu.

5. The drop down menu you have created will appear as an option in the data field type drop down beside the custom fields. Select your new custom list from the menu beside the custom field you want to configure.

Did you know? You can use the Edit List button to edit or delete a value you have added to a custom drop down list.



6. Select the Save button in the top right corner of the screen to save your custom list to the custom field.

7. A confirmation message will appear informing you that changing the field type for the custom field will wipe out any data previously stored in the custom field you are changing.

To confirm the changes you are making, click on the check mark.



Converting a Drop-Down Menu to a Look-up Field for Custom Fields Look-up fields are used in conjunction with drop-down menus. A look-up field uses the same options found within a drop-down and is an ideal option to use with drop-down menus that contain large amounts of data. It displays a text box where you can enter the first few letters of a value and it automatically displays a list of suggested values from the drop-down menu. Look-up fields make it easy for you to search for a specific value within the drop-down menu without having to scroll through the entire list.

1. To convert a drop-down menu to a look-up field, select Lookup beside the custom field and click on Save.

2. Once a drop-down menu is converted to a look-up field, it becomes available for a custom field in

the appropriate module. To use a look-up field, click on the magnifying glass beside it.



3. A new window will open on the screen. Enter the first few letters of a value in the box and it will automatically display suggested values from the drop-down based on the value you are entering.

4. Select a value from the list of suggested values and click on the Close button.



5. If you make the wrong selection and wish to remove the value within the field, click on the X beside it. This will clear the field and you can once again use the look-up option to search for another value.

6. Once you are satisfied with your selection, select the Save button in the top right corner to save the newly entered value to the custom field table on this record.



Questionnaires and Check Lists CURA provides System Administrators with the ability to create internal questionnaires and check lists which can be used to store interview questions, new employee checklists, assessment notes, pre-qualification questions, etc. These questionnaires and check lists are also searchable and can be printed from the application. Creating Questionnaires





3. From the top menu, go into the Preferences drop-down and select Questionnaires.

4. To create a new questionnaire or checklist, click on New found at the top right corner of the

screen.

5. A new window will open on your screen. Select a Module where you would like to create a new

questionnaire or checklist.



6. Enter the name of the questionnaire or checklist beside New Value.

7. Next, select Create a New Questionnaire and click on Next.

8. The questionnaire you created and saved will be added to the list of questionnaires in the module you selected. Click on Create a New Question to add new questions to your questionnaire.



9. A new window will open on your screen. Enter your question and click on Add.

10. Next, specify a question type and click on Add.

Question types can be any of the following: Check List Allows you to create check list items. A check box appears before every

question/item on the check list. This is used in conjunction with Check List checkbox next to the Questionnaires.

Date/Time Will display a date field where you can enter a date.

Free Text Displays a text box whereby you can enter any information.

Header Will display the question you enter as a header or title in blue.



Multiple Choice Will allow you to create a multiple choice question where each option appears as a radio button and the user can select only one option from the list of options.

Multiple Choice, Will allow you to create a multiple choice question where each option Multiple Selection appears as a check box and the user can select multiple options from the

list of options.

For questions that have a question type of Check List, Free Text, Header, and Date/Time, after the question is added, the window will close and take you back to the Questionnaire Builder where you see a preview of the questionnaire you are creating.



Questionnaire Preview Screen:

11. Click on Create a New Question again to continue adding questions to your questionnaire.

For Multiple Choice and Multiple Choice, Multiple Selection questions, after the question is added, you will be asked to enter options.



12. Enter an option in the Question Value box and click on Add.

Once the first option is added, enter another option and click on Add again. Repeat this step until you have added all the options for your multiple choice or multiple choice, multiple selection question.

13. When you are finished adding all options, click on Next.



14. The window will close and take you back to the Questionnaire Builder where you see a preview of the questionnaire you are creating.

Click on Create a New Question to add more questions to your questionnaire.



11. You can re-order questions on the questionnaire by using the Up and Down buttons beside each question.

You can remove a question from the questionnaire by clicking on the Delete button. The Edit button allows you to modify a question.



15. Once you are finished creating your questionnaire, click on the Next button found at the top right corner of the screen.



Creating Check Lists






4. To create a new questionnaire or checklist, click on New found at the top right corner of the

screen.

5. A new window will open on your screen. Select a Module where you would like to create a new

questionnaire or checklist.



6. Enter the name of the questionnaire or checklist beside New Value.

7. Next, select Create a New Questionnaire and click on Next.

8. The questionnaire you created and saved will be added to the list of questionnaires in the module

you selected. Click on Create a New Question to add questions to your Checklist Questionnaire.



9. A new window will open on your screen. Enter your check list item and click on Add.

10. Next, select Check List as the question type and click on Add.



11. The window will close and take you back to the Questionnaire Builder where you can see a preview of the check list you are creating.

Click on Create a New Question again to add more check list items.



12. You can re-order check list items on the check list by using the Up and Down buttons beside each item.

You can remove a check list item from the check list by clicking on the Delete button. The Edit button allows you to modify a check list item.



13. Once you are finished creating your check list, click on the Next button found at the top right corner of the screen.



14. The Questionnaire Builder will close and take you back to the list of questionnaires where you can now find the check list you have just created. Place a check mark beside the check list under the Check List column and click on Save.



Modifying a Questionnaire or Check List Name






4. To rename a questionnaire or check list, simply type over it on the table and click on the Save

button.



Modifying a Question or Check List Item

1. From the list of questionnaire, click on the Details button beside the questionnaire or check list you wish to modify.



2. The questionnaire/checklist will open in a new window. To modify a question or checklist item, click on the Edit button beside it.

3. A new window will pop up on your screen. You can modify the question or checklist item by typing

over it and clicking on Edit.

If you do not wish to make changes to the question/checklist item, leave it as is and click on Edit.



4. If you do not wish to make changes to the question type, leave it as is and click on Edit.

5. You can modify the question type by selecting a different option from the Question Type drop-down menu and clicking on Edit.

Please Note:

Changing the question type will delete any values formerly stored within the question you are modifying. It will also delete the options for a multiple choice or multiple choice, multiple selection question.



6. For a multiple choice or multiple choice, multiple selection question type, you can add a new option by clicking on the New Value Icon beside the drop-down menu.

7. Enter a new value and click on the Save Icon beside it.



8. The new value you added will now appear as an option for the multiple choice, multiple selection question. You can continue to add more options by clicking on the New Value Icon.

If you wish to modify any one of the options already available in the multiple choice or multiple choice, multiple selection question, proceed to the next step in this manual.

If you do not wish to modify an option and you are finished adding all the values you need, click on Next.



9. To modify options for a multiple choice or multiple choice, multiple selection question, select the value you wish to modify from the drop-down menu and clicking on the Edit icon beside it.

10. A new window will pop up on your screen. You can modify the value by typing over it and clicking

on Save.

Please Note:

You may also delete a value from a Multiple Choice or Multiple Choice, Multiple Selection question from the edit screen by selecting the Delete button. You will get a prompt to either confirm the deletion by selecting the check mark, or you can cancel by selecting the X.



11. The window will close after you click on the save button. You will notice that the changes have been applied to the question. Click on Next once you are finished making changes.



12. The changes you have made will now be visible on the questionnaire you are modifying. Click on Next to save the changes and close the window.



Customizing Entry Wizards System Administrators have the ability to customize the CURA Entry Wizards by including sections into the wizard and/or specifying mandatory fields. There are three (3) types of entry wizards – Candidate Entry Wizard, Client Entry Wizard and Job Order Entry Wizard. All three (3) types can be customized at any time.





3. From the Preferences drop-down menu, select the entry wizard you wish to customize. a. Candidate Registration – select this option if you wish to make customizations on the

Candidate Entry Wizard.

b. Client Registration – select this option if you wish to make customizations on the Client Entry Wizard.

c. Job Order Registration – select this option if you wish to make customizations on the

Job Order Entry Wizard.

4. Some sections of the wizard will be included by default and are greyed out. You may still select individual fields to be mandatory within the default sections.



5. To add a section(s) on the wizard, select Include this section into wizard beside it. To exclude a section(s), leave it unselected.

To make fields mandatory on the wizard, place a check mark beside the field.

6. After including sections on the wizard and specifying mandatory fields, click on Save found on the upper right corner of the page.



Specifying Company Preferences System Administrators have the ability to specify global preferences in CURA. Preferences set within the Company Preference page affect all users of the application and dictates how the application behaves.

1. Click on My Information from the Modules Section located at the bottom left corner of the screen.

2. Click on My Company found on the upper left corner of the screen.

3. From the top menu of the Company Profile, click on the drop down arrow beside Preferences and select Preferences.



4. A list of Default Preferences will be displayed on the screen. Below is a list of all preferences and a brief description of each.

Please Note:

• All changes made to the Company Preferences page are global and will be applied to all users of the database.

• If you experience a delay in seeing a preference setting change, select F5 on your keyboard, or log out of CURA and then log back in.

Default Language Specifies the primary language to be used for the entire application Default Currency Specifies the default currency to be used for the entire application (i.e.

CAD, USD, Euro, etc.) Time Zone Specifies the default time zone for the entire application for date and time

spams and scheduled activities. Left Panel Format Specifies the casing of the text in the Left Pane

• Proper Case – only the first letter of each word is capitalized (i.e. John Smith)

• Upper Case – all letters are capitalized ( i.e. JOHN SMITH) • Lower Case – all letters are in small case (i.e. john smith)

Candidate Status Automatically defaults the candidate’s status to this value when a new

candidate record is created via Single or Batch PARIS. Create a Modified Resume Tells the database to automatically create a modified resume whenever when Saving the Original an original resume is uploaded or saved in the database. The modified

resume created is an exact copy of the original resume. Display City as a Text Box Will display the City Field as a type-in field when selected, or a quick

look-up field when checked. Display Position as a Text Will display the Job Order Position field as a type-in field when selected,

or as a drop-down menu when checked. Display Division as a Text Will display the Division field as a type-in field when selected, or as a Box drop-down menu when checked. Display Date in UK Format Will display dates in Day/Month/Year format when selected, or as (dd/mm/yyy) Month/Day/Year when deselected. Display Department as a Will display the Department field as a type-in field when selected, or as a Text Box drop-down menu when deselected. Display Contact Title as a Will display the Contact Title field as a as a type-in field when selected, Text Box or as a drop-down menu when deselected. Schedule Interval Preference Specifies the time intervals for scheduled activities. The time interval

can be changed to 15 minutes, 30 minutes, or 1 hour.



Login Enable/Disable Time All users (except System Administrators) will only be able to log into the database between the login and enable times specified.

Default Search on Will display a separate division list for candidates, clients and job orders Recruiter’s Division belonging to the recruiter’s division. This will be displayed on top of the

list of ALL candidates, clients and job orders. Logo Allows you to upload a company logo which will be stored in the

database and is displayed on the login screen. This can also be used to watermark resumes and other stored documents.

Send Email on Permanent Automatically sends an email to a specified user whenever a permanent Placement placement is made. Send Email on Temporary Automatically sends an email to a specified user whenever a temporary Placement placement is made. Send Email when Temporary Automatically sends an email to a specified user whenever a temporary Placement Finishes placement ends. Send Email on Address Automatically sends an email to a specified user whenever an address is Changes for a Client or changed for a client or a candidate record. Candidate Send Email to Recruiter Automatically sends an email to a specified user whenever a candidate when Candidate Registers registers online. Email To Allows you to specify a user to whom the automatic emails will be sent. Template Allows you to specify a template to be used when the automatic email is

sent out. Templates can be created within the Documents Section of the Company Profile.

Create Reminder on Automatically creates a reminder on the placement recruiter’s calendar Placement Start on the placement start date. Create Reminder 1 Week Automatically creates a reminder on the placement recruiter’s calendar After Placement Start one week after the placement start date. Create Reminder 1 Month Automatically creates a reminder on the placement recruiter’s calendar After Placement Start one month after the placement start date. Create Reminder 2 Months Automatically creates a reminder on the placement recruiter’s calendar After Placement Start two months after the placement start date. Create Reminder 3 Months Automatically creates a reminder on the placement recruiter’s calendar After Placement Start three months after the placement start date. Create Reminder 6 Months Automatically creates a reminder on the placement recruiter’s calendar After Placement Start six months after the placement start date. Create Reminder 1 Year Automatically creates a reminder on the placement recruiter’s calendar After Placement Start one year after the placement start date.



Auto-fill Weekly Timesheet Automatically fills in the weekly timesheet bill rates. This preference is Bill Rates used in conjunction with the Weekly Timesheet View. Show Candidate SSN Will display the last four (4) digits of the candidate’s SSN/SIN beside the

candidate’s name. Candidate Placement Start Automatically changes the candidate’s status to the value specified in the Status drop-down when the temporary/contract placement start date is reached. Candidate Placement End Automatically changes the candidate’s status to the value specified in the Status drop-down when the temporary/contract placement end date is reached. Candidate Permanent Automatically changes the candidate’s status to the value specified in the Placement Start Status drop-down when the permanent placement start date is reached. Candidate Permanent Automatically changes the candidate’s status to the value specified in the Placement Start Status drop-down when the permanent placement end date is reached. Client Mark-up (%) Allows you to specify the client mark-up rate to be used in calculating bill

rates. This preference is used in conjunction with the Weekly Timesheet display and the Auto Fill Weekly Timesheet Bill rate preferences.

Overtime Rate (%) Allows you to specify the client overtime mark-up rate to be used in

calculating bill rates. This preference is used in conjunction with the Weekly Timesheet display and the Auto Fill Weekly Timesheet Bill rate preferences.

Double Overtime Rate (%) Allows you to specify the client double overtime mark-up rate to be used

in calculating bill rates. This preference is used in conjunction with the Weekly Timesheet display and the Auto Fill Weekly Timesheet Bill rate preferences.

Default Employment Type Defaults the employment type to either Temporary, Contract or

Permanent when a new job order is created. Default Account Manager Automatically defaults the account manager to the user logged in when a as Current User new candidate, client, contact or job order is created. New Candidate Match List Makes the candidate match lists and pipelines visible to all users of the is Public database when this preference is selected. When this preference is

Left unchecked, the match list and pipeline becomes user-specific. Check Duplicate Candidate This is the default method for checking duplicate candidate records in the with Email First, then Check database. When a new resume is uploaded, the database compares the Name and Phone or Address email address on the resume to all email addresses already stored in the

system and when a match is found, it automatically updates the existing record. When no match is found or if there is no email address on the resume, the database will compare the name and phone and address on the resume to all names and phone and addresses already stored within the database. A new candidate record will only be created if the name is the same but the address, phone number and email address on the resume is different.



Or Check Duplicate Candidate with Name and One of the following options:

• Check candidate’s This option will compare only the candidate’s first and last name together Email Address with the email address to all candidates and email address already

stored within the database to determine whether the candidate already exists.

• Check Candidate’s This option will compare only the candidate’s first and last name together

Address with the address to all candidates and addresses already stored within the database to determine whether the candidate already exists.

• Check Candidate’s This option will compare only the candidate’s first and last name together

Phone Number with the phone number to all candidates and phone numbers already stored within the database to determine whether the candidate already exists.

Or Check Duplicate Contact with One of the following options:

• Check Contact’s This option will check whether the contact already exists within the same First and Last Name client record. This option will allow you to enter the same contact across with this Client Only multiple client records.

• Check Contact’s This option will compare the contact’s email address to all email

Email Address from addresses already stored within the database to determine whether the Entire Database contact already exists.

• Check Contact’s This option will compare the contact’s first and last name together with

First Name, Last the email address to all contact names and email addresses already Name and Email stored within the database to determine whether the contact already Address from Entire exists. Database

Open, Filled, Cancelled Allows you to tell the database which job orders to return whenever a job

search is performed in the job order module. (I.e. if only Open is selected, whenever you search for job orders in the database, it will only return Open orders).

Job Order Candidate Match This preference is used in conjunction with the Create a Candidate

Match for a New Job Order Preference.

• Automatically Match Tells the database to automatically run a candidate match based on Candidates Based on skills when a new job order is created. You must also specify the method Skills Only of matching by skill using the Job Order Candidate Match Preference.

o Job Order Candidate Will only match candidates that have all the job skills specified

Match – Match only for the job order. Candidates with All

Skills



o Match Candidates Will match candidates that have at least one of the job skills

with One or More specified for the job order. Skills

o Match Candidates Will match candidates that have 90 – 100% of the job skills with 90-100% Skills specified for the job order.

• Specify Search Tells the database to automatically pop-up the candidate search window

Criteria for Matching after a new job order is created. The search results are then populated automatically in the job order candidate match list.

Use Company Default Email CURA will use the company email address as the sending address for all Address for All Outgoing outgoing emails when this preference is turned on. Mail Infinite Session Will extend the wait time of inactivity from 30 minutes to an hour before it

logs the user off the database. Display Locations as a Will display the Location Field in the Scheduling window as a type-in field Text box when turned on. When this preference is off, the Location Field becomes

a drop down menu. SSN/SIN Country Will check whether the Social Security Number (SSN) or Social

Insurance Number (SIN) entered is valid depending on the country specified in the drop down menu.

Use AJAX Controls Will display all summary pages using AJAX technology which improves

loading time by updating only the area of the page you are viewing or modifying.

Display Placement Will automatically pop-up a placement confirmation page when a Confirmation placement is made. The placement confirmation page allows the user to

enter or verify the candidate’s SSN/SIN, Date of Birth, and full address. It also allows the user to specify or confirm the client contact, client address and Client GP (Great Plains) ID.

Use Standard HTML Will display all original and modified resumes in HTML format when Format Resume selected. Will display all original and modified resumes in MS Word

format if left unselected. Display Reference Will display the Reference Relationship Field in the Candidate Reference Relationship as a Section as a type-in field when selected. When this preference is not Text Box selected the Reference Relationship Field becomes a drop down menu. Hide Filter Drop Downs Will hide the filter drop downs (Division, Department, Office and Owner) on Results List Tables from all results list tables (Candidate List, Client List, Client Contact List

and Job Order List). Restrict Summary Page Will restrict summary page customizations for all users of the database. Display System Administrators will be able to customize the summary page

views for all users and will also be able to specify the order of the tables on the page through the Summary Page Order Preference.



Mask SSN Will mask Social Security Numbers (SSN) and/or Social Insurance Numbers (SIN) for all user groups unless specified otherwise by the System Administrator through the Application User Group Table in the Setup Module.

Internal Hire Allows you to use CURA for hiring internal staff members. Once these

candidates become a member of your team, you are able to hide their candidate profiles from all users except for certain user groups.

End Placements Allows you to view placements ending for the day, the week or the month

and be able to add placement extensions, change the candidate’s status and fill out the candidate’s End-of-Placement Questionnaire.

Default Job Order Match Allows you to specify the default candidate status for job order matching Candidate Status based on the available candidate statuses from the Setup Module. Default Job Order Status Allows you to specify the default job order status for the candidate job

match page based on the available job order statuses from the Setup Module.

Check Job Order Filled Fall-off feature where a temporary/contract job order automatically re- Status by Placement End opens if the placement ends before the job order end date is reached, so Date you can fill the remaining dates of the order with another candidate.

Permanent job orders also automatically re-open when you end a permanent placement, to allow you to replace the candidate that did not work out.

Consultant Based Security When turned on, will only display records based on Ownership.

Consultant-based security can be enabled specific to a module. Division Based Security When turned on, will only display records based on Divisions. Division-

based security can be enabled specific to a module. Display Dashboard Tells the database to display the dashboards for each module. Set Search Results Size Sets the maximum number of search results that the system will

generate from any search conducted. Administrators can increase this number periodically as the database grows.

Use Dynamic Search Displays a setup icon in all results list tables to allow each user to Results Table customize the list by adding/removing columns as well as specifying the

order of each column within the table. Credit Department Email Allows you to specify an email address for email requests to be sent to.

This feature is used in conjunction with the Enable Customer On-Hold Preference.

Placement Schedule Max Allows you to specify the maximum number of years between the Year Span placement start date and end date. Use Complex Passwords Forces users to assign a password that is at least six (6) characters in

length and is a combination of letters and numbers.



Password Expire (Days) Automatically prompts users to change their passwords based on the interval selected from the drop down.

New Users Must Change Automatically prompts users to change their passwords the first time Their Password they log into CURA. This is used in conjunction with the Passwords

Expire (Days) Preference. Enable Customer On-Hold When turned ON, will prevent users from creating new job orders or

placements for a client where the Percentage of Credit Used in the Credit Table is equal to or greater than 100% or where the Credit Status in the Client Defaults Section is set to “On-Hold”.

Restrict Activity to Date When turned ON, will only display emails sent by the user logged in on Mail Sender/Receiver within the Activity to Date section of the candidate, client, or contact

record. Check Candidate Age When turned ON, will check the candidate’s date of birth and will only

allow placements for candidates over 18 years of age. Update Candidate Status When turned ON, will update candidate status through job order pipeline By Schedule Activity scheduled activities. Facebook Page ID Place the ID number from the URL of your CORPORATE Facebook

page here to configure your job postings to Facebook. (Remember to contact [email protected] to get the Facebook feature turned on)

Quick Search Options When Original Resume is selected, the Candidate Quick Look-Up will

search for keywords within the resume in addition to the last name. When left unchecked, the Quick Look-Up functions as a last name search only.

Search Results Secondary This preference allows you to choose between CURA’s two search Search Order options.

• Keyword Match When selected, the secondary sorting algorithm is initiated. The secondary sorting algorithm sorts candidates by utilizing both precise and fuzzy (less precise) matches to words and phrases. Ranking logic weighs keyword matches and the relational proximity of those matches to determine ranking.

• Alphabetical Order When selected, candidates with the same rank will display alphabetically by last name.




Audit Logs in CURA The Audit Log in CURA records all database transactions. It allows you to view actions performed by database users such as additions, modifications, and deletions. A number of filters can be applied so that you can view specific transactions made by a particular recruiter within a specific area of the application or within a specified date range.





3. Go to the Application Security drop down menu and select Audit Log.

4. The Audit Log page will open on the main screen. Select the Module where you would like to

view database transactions.

5. Next, select a table within the module where you would like to view database transactions.



Please Note: You must use either the Module and Table filters, or the Recruiter and Operation filters in combination in order to run the Audit Log. Any other filters within the Audit Log are optional.

Audit Log Filters and their Descriptions Recruiter Will only display transactions made by the specified recruiter.

ID Will display transactions for records that match the Record ID(s) specified. Record IDs can be a Candidate ID, Client ID, Contact ID, Job Order ID, or Placement ID depending on the Module specified.

Rows Allows you to specify the number of rows per page of results. Operation Allows you to specify which database transaction was made. Transactions can

either be additions (new), modifications (modify), or deletions (delete). Old Value & Allows you to view database transactions based on an old value and a new New Value value. From & To Allows you to view transactions performed within the date range you specify.



6. After you specify filters, click on Apply to run the Audit Log.

7. A list of all database transactions within the filters specified will then be displayed at the bottom of the screen.

You can navigate within database transactions by using the page numbers at the bottom of the log.



8. To view a record from the Audit Logs, click on the name under the Record column. The record will open in a new window.

Please Note:

If the name does not appear as a hyperlink, it indicates that the record has been deleted from the application.

9. To view the details of a database transaction, click on the Detail button.



10. The details of a database transaction will be displayed in a new window. Click on the X to close the detail.



11. To export the Audit Log into MS Excel Format, click on the Export button found at the top right corner of the screen.

12. An application message will pop up on your screen asking you to Open, Save or Cancel the file. To simply view it, select Open. To save a local copy on your machine, select Save.



13. If you choose to simply open the file, the Audit Log will be exported into MS Excel and displayed on your screen.



Data Archive The Data Archive feature in CURA allows you to create a schedule for archiving Application Logs and Documents to increase database efficiency. When an archiving schedule is created, the application automatically archives the Application Logs and/or Documents based on the interval specified. Both the Application Logs and Documents are stored safely on the server and can be restored or permanently deleted when needed.

Please Note:

• Archiving, deleting archived data and restoring archived data are always performed by the application at 12:00 am CST.

• Archived Application Logs and Documents are not visible from the front end of the application. Archiving is simply moving the data to a different location on the server and it can be permanently deleted or restored when needed.

Archiving Application Logs in CURA Application Logs or Audit Logs in CURA are a list of database transactions. It is a record of actions performed by all users such as additions, modifications and deletions. Archiving the Application Log means that you are simply archiving the list of database transactions (record of actions performed) but not archiving the records themselves or the data in them.





3. Go to the Application Security drop down menu and select Data Archive.

4. The Data Archive page will open on the main screen. To enable the Application Log Archiving

Tool, select Enabled.



5. Next, specify the Archive Interval. Intervals can be daily, weekly, monthly, quarterly, half yearly or yearly.



6. Specify which application logs should be archived by the application. You have the option of having the application automatically remove/archive application logs older than x amount of days, weeks, months or years (x can be any number you specify).

In the example below, this means that CURA will automatically remove/archive application logs that are older than 6 months every quarter at 12:00 am CST.

Click on the Save button to save the archive schedule you have created.



7. Once the archive schedule is saved, an application message will appear informing you that the data will be archive at 12:00 am CST. Select the check mark to exit the message.



Permanently Deleting Archived Application Logs Permanently deleting archived Application Logs means that you will no longer be able to restore them from the front end. Deleting archived data is always performed by the application at 12:00 am CST.

1. Within the Data Archive page, click on Run beside Permanently Delete Application Log Archive.



2. An application message will pop up asking you to confirm. Click on the check mark to continue deleting the archived application log.



3. Once confirmed, an application message will pop up informing you of when the data is going to be deleted. Deletions are performed by the application at 12:00 am CST.



Restoring Archived Application Logs Restoring archived Application Logs means that the data will once again be visible within the Audit Log Section of My Company. Restoring archived data is always performed by the application at 12:00 am CST.

1. Within the Data Archive page, specify which application log you would like the application to restore by specifying a date range. All application logs within the date range you specified will be restored.

Click on Run after specifying a date range.



2. An application message will pop up informing you that the application logs will be restored at 12:00 am CST.



Archiving Documents in CURA





3. Go to the Application Security drop down menu and select Data Archive.

4. The Data Archive page will open on the main screen. Specify which documents you would like to archive by specifying a date. All documents created before the date you specify will be archived. Click on Run after you specify a date.



5. An application message will pop up on the screen informing you of when the documents will be archived. Archiving is automatically performed by the application at 12:00 am CST.



Permanently Deleting Archived Documents Permanently deleting archived documents means that you will no longer be able to restore them from the front end. Deleting archived documents is always performed by the application at 12:00 am CST.

1. Within the Data Archive page, click on Run beside Permanently Delete Documents.



2. An application message will appear asking you to confirm. Click on the check mark to continue deleting the archived documents.



Restoring Archived Documents Archived Documents can be restored at any time.

1. Within the Data Archive page, click on Search beside Restore Documents from the Archive.



2. A search window will open on your screen. Specify the Module and Record ID of the record whose documents you would like restored. For example, if you would like to restore all documents for Candidate ID #7, then you would select Candidate in the Module drop-down and enter 7 as the Record ID.

After specifying a module and a record ID, click on Search.

3. A list of archived documents that belong to the record ID you searched for will be displayed on the screen. To restore the displayed archived documents, click on Restore.



Organizational Hierarchy The Organizational Hierarchy feature in CURA provides you with the ability to incorporate your company structure into the application which can be composed of multiple user-defined levels such as company divisions, departments, markets, business units, offices, etc. You can then organize your recruiters according to each hierarchical level and track each level’s activity through metrics provided on the dashboards. Creating an Organizational Hierarchy





3. Go to the Application Security drop down menu and select Organizational Hierarchy.

4. The Organizational Hierarchy page will be displayed on the main screen. Your company name

will appear as the main heading. To create a level, select your company name and then click on the New button.



5. Enter the name of the level. You may add a description for the level although it is not mandatory. Click on Insert.



6. The level you added will now appear under the company name on the left. To create additional levels, click on the company name or your latest entry and then click on the New button again.



7. To create a sublevel for an existing level, click on the level and then click on New.



8. Enter the name of the sublevel and click on the Insert button.

9. The sublevel you added will now appear under the level you selected on the left. You can add additional sublevels for any level by clicking on it from the tree on the left and then clicking on New.



10. You can create as many levels and sublevels in the Organizational Hierarchy.



Modifying a Level within the Organizational Hierarchy

1. To modify a level within the Organizational Hierarchy, click on the level you wish to edit from the left and click on the Edit button.

You can modify any level or sublevel within the Organizational Hierarchy.



2. You can make changes to the level you selected or make changes to the description and then click on the Update button.



3. The changes you have made will be reflected on the tree on the left.



Moving a Level within the Organizational Hierarchy

1. To move a level within the Organizational Hierarchy, click on the level you wish to move from the left and click on the Move button.

You can move any level or sublevel within the Organizational Hierarchy. Moving a sublevel will also move the recruiters within it. To add recruiters to a hierarchy level, see page 146.



2. A new window will pop up displaying all the levels of the Organizational Hierarchy. Select the level you would like to move the sublevel to and click on the OK button.



3. The sublevel will now appear under the level you selected.



Deleting a Level within the Organizational Hierarchy

1. To delete a level within the Organizational Hierarchy, click on the level you wish to delete from the left and click on the Delete button.

You can delete any level or sublevel within the Organizational Hierarchy except for the company name which serves as the main heading.



2. An application message will pop up asking you to confirm. Click on OK to continue deleting the level you have selected.



Adding Recruiters into Levels of the Organizational Hierarchy

1. To add a recruiter to a level within the Organizational Hierarchy, click on the level from the left to select it and then click on the Add Recruiter button.



2. A new window will pop up on the screen displaying all recruiters within the database. You can search within the list of recruiters by entering the recruiter’s last name and clicking on the Search button.



3. A list of recruiters whose last name match the last name you entered will be displayed on the screen. Select the recruiters you wish to add to the level and click on OK. Repeat this step until you have added all the recruiters you wish to include in the level you selected.



4. A list of all the recruiters within the level will be displayed on the screen. You can view recruiters for each level on the Organizational Hierarchy by clicking on it from the tree on the left.



5. You can search for recruiters within the list by entering the recruiter’s last name in the Recruiter Box on top of the list and clicking on the Search button.



Removing Recruiters from a Level of the Organizational Hierarchy

1. To remove a recruiter from a level within the Organizational Hierarchy, click on the level from the tree on the left first to display a list of recruiters within that level.



2. Select the recruiter(s) you wish to remove from the list and click on the Remove Recruiter button.



3. An application message will pop up on the screen asking you to confirm. Click on OK to continue removing the recruiter(s) from the list.



Organizational Hierarchy and CURA Dashboards The CURA Dashboards provide some metrics based on each level of the Organizational Hierarchy.

1. Candidate Module – New Candidates by Recruiter Group

Allows you view the amount of new candidates entered by any level of the hierarchy on any interval you select (daily, weekly, monthly and yearly).



2. Client Module – New Clients by Recruiter Group

Allows you view the amount of new clients entered by any level of the hierarchy on any interval you select (daily, weekly, monthly and yearly).



3. Client Module – Open Opportunities Comparison

Allows you to view open opportunities by any level of the hierarchy on any interval you select (daily, weekly, monthly, this quarter and this year).



4. Job Order Module – Placements by Recruiter Group

Allows you view the amount of placements made by any level of the hierarchy on any interval you select (daily, weekly, monthly and yearly).



Specifying Application Security CURA provides System Administrators with the ability to specify restrictions within the application. Viewing, adding, modifying and deleting restrictions can be applied to each individual Application User Group.

1. Open the My Information Module by clicking on My Information in the Modules Section.

2. Click on My Company from the menu on the left side of the screen.



3. From the Application Security drop-down menu, select Application Security.

4. The Application Security page will be displayed on the screen. Select an application user group

from the first drop down menu on top.

For example, if you want to specify restrictions for your list of recruiters (specifying what recruiters can and cannot do within the database), then you would select recruiters from the drop-down menu.



5. Next, select a Module where you would like to specify restrictions from the second drop-down menu.



6. Specify a Level of the module where you would like to apply restrictions. LEVEL INCLUDES RESTRICTIONS AVAILABLE

Level 1 Modules and main sections of the Restrict View database Level 2 Tables within a module Restrict View, Restrict Insert, Restrict

Modify and Restrict Delete Level 3 Field within a table of a module Restrict Modify and Restrict Delete

Did you know?

You can also jump to a specific table within a module by selecting it from the level drop-down menu. For example, if you wish to specify restrictions for Level 3 of the Candidate Address Table, you can select Addresses in the third drop-down menu instead of selecting Level 3. This will give you only the fields in the Address Table, making it easier for you to navigate within a specific table instead of going through all fields within Level 3.



7. Specify the restrictions you would like to apply to the module/table/field you selected.

a. Restrict View - will hide the section from the user. b. Restrict Insert - will not allow the user to add a record. c. Restrict Modify - will not allow user to edit a record. d. Restrict Delete - will not allow user to delete a record.

Place a check mark to indicate the restrictions you would like to apply and click on Save on the upper right corner.

Please Note:

The table only displays 15 rows at a time. Click on the page numbers at the bottom to move between pages. Remember to click on the Save button to save any restrictions you have specified on the current page before navigating to a different page.



Ad Hoc Reports in CURA The Ad Hoc Reporting Tool in CURA allows you to build customized reports using your search results list. Ad Hoc Reports can be built from the candidate, client and job order modules, and the job order pipeline. Creating an Ad Hoc Report

1. Search for the records you would like to report on. Right click on Last Search Results, scroll down through the options and select Build Ad Hoc Report.



2. The Ad Hoc Report Builder will open in a new window. In the New Report text box, enter a report name and click on Add Report.

3. The report name you entered will now appear in the Select Existing Report Box. By default, the report is user-specific.

To make the report accessible to all database users, place a check mark beside Make Report Public. You may choose to make the report private again by removing the check mark at any time.

Please Note:

Making a report Public allows other users to run your report when they have conducted their own search, however only the creator of the report will be able to edit or delete the report.



4. From the left pane, click on a table name to expand the list.



5. A list of all fields within the table you selected will be displayed. Click on the field you would like to include in your report.



6. The field you selected will appear in the Display Name Box. You may modify the field name from here according to how you would like it to appear on the report. Click the Add button to add the field to the sequence



7. The field will be added to the sequence.

Repeat steps 4 – 6 of this manual until you have added all the fields you need on the report.



8. You may re-order the fields by using the Up and Down buttons beside each field to move it up and down through the list.



9. To remove a field from the report, place a check mark under the column Remove beside the field you would like to delete. The window will refresh and automatically remove the field.

You may choose to remove all fields by clicking on Clear Report at the top of the list.

Using the check box will allow you to remove one field at a time.

This will remove ALL fields on the report.



10. To view the report, click on View Existing Report.

Please Note:

You may view your report at any point as you create it. This window will remain open, so after you run the report, you will be able to make adjustments if necessary.



11. This will automatically export the data into MS Excel. A dialogue box will open which will prompt you to open, save or cancel the report. Click on Save to save a copy of the report in your machine. Otherwise, you can choose to simply open the report for viewing.

Please Note:

Depending on your computer settings, you may have to hold the Ctrl button to view this pop-up window to open the report. If this occurs, contact [email protected] for assistance with your browser settings.




12. Selecting Open will open the report in Excel.

This may take a few moments depending on the size of your search results and the number of columns in your report.



Deleting an Ad Hoc Report You may choose to delete an existing Ad Hoc Report when it is no longer needed or required.

Please Note:

Choosing to delete a report will permanently delete the report from your database. You may only delete reports you have created and not reports that other users have created.

1. Right click on Last Search Results and click on Build Ad Hoc Report.



2. The Ad Hoc Report Builder will open in a new window. From the drop down menu for Select Existing Reports, select the report you would like to delete.

3. After selecting the report from the drop down, click on Delete Existing Report.



Modifying an Existing Ad Hoc Report You may choose to modify an existing Ad Hoc Report by adding or removing fields as well as changing display names.

Please Note:

Modifying an existing report will automatically overwrite the previously saved report.

1. Right click on Last Search Results and click on Build Ad Hoc Report.



2. The Ad Hoc Report Builder will open in a new window. From the drop down menu for Select Existing Reports, select the report you would like to modify.

3. All fields for the report you selected will be displayed. You may now remove the fields you no

longer need or add fields from the left pane.



4. When you are finished modifying the report, click on the View Existing Report Button to view the modified report.