Mobile App Overview

Modified on Tue, 20 Aug at 2:28 PM

Home Dashboard

After logging in, users will be directed to the home screen dashboard. All reports are clickable and will lead user to that portion of the app.
The sidebar menu can be accessed on the upper lefthand side (red), which will include additional app. navigation, settings, preferences, and user log out.
Notifications and notification preferences can be accessed on the upper righthand side (green).

Jobs

User can navigate to the jobs dashboard to view requisitions.
Preselected filters are set when initially navigating to the jobs, which includes the status set to "open" and the posted date within the last 7 days.
Filters can be added, adjusted, or removed using the filter settings on the bottom right corner (blue)
The sort by default is set to start date, and can be adjusted by selecting the sort feature in the top right corner (red).
To view further job details, select a job to open.
- This includes job details and previous submissions to the job.

Selecting a job will open the job details page
Submissions to each job can be viewed from the submission tab (red)
- The submissions tab will have options to view the detailed submission by selecting, view the profile, leave notes, and change submittal status

Submissions

Users can navigate to the submission dashboard to view submissions
Preselected filters are set when initially navigating to the submissions, which includes the submission statuses "interviewing, offer accepted, offer rejected, offered, and submitted"
Filters can be added, adjusted, or removed using the filter settings on the bottom right corner (blue).
The sort by default is set to submitted date, and can be adjusted by selecting the sort feature in the top right corner (red).

Selecting a submission will open the submission details page
The profile can be viewed by selecting the profile button (red)
Notes can be added to the submission from either chat buttons (blue)
The submittal status can be changed by selecting the current status indicator (green)

Assignments & Compliance

Users can navigate to the assignments dashboard to view assignments and compliance
There are three tabs available to view - active, booked, and extensions due
Selecting an assignment will open the assignment details and the ability to view the associated confirmations
Selecting the compliance percentage chart will open the associated compliance file details page (below)

The compliance detail page has several tabs to navigate - missing, review, expiring, and all compliance items
To view an individual compliance document, select the document icon (red)
To change a compliance items status you may select the status (green)
To view or add notes, you may select several of the note features (blue)
- The general chat can be accessed in the top right corner
- Agency left notes on individual documents can be visible on the agency note icon
- To add, edit, or review a note on an individual document, select the VMS/Client note
The expiration date can be viewed next to the calendar icon. N/A means there is no applicable expiration