Features・Structure/New・Edit Screen

This is the screen to add new data or to edit existing data.
When clicked, a pop up screen is displayed.


※ For details on item type, please refer to Item types and features

① Display page
This shows the resource for the page that is currently open and if it is the 'New' screen to enter new data or 'Edit' screen to edit existing data.


② Color indicator icon
Three color indicator icons may be displayed on the right side of each item name depending on the setting of the item and the purpose and use vary depending on the color.


Color Use


Red Mandatory Fields

If information is not entered in the mandatory fields, the data cannot be saved.

Green Web

For example if you are using Web Parts to connect to your website, this icon will indicate to you the items that will be posted on the website.
Data can be saved even if the fields marked with this color are left blank.



This marks the items to be used when creating PDF.
Data can be saved even if the fields marked with this color are left blank.

③ ID
ID is automatically assigned when new data is registered and cannot be set arbitrarily by the user.
The same ID does not exist within the same resource (company, JOB, resume etc.), including deleted data, but it may be the sam in different resources.


④ Candidate title
※Since the item name is customizable, it may be different from the current display
This item exits on Candidate only and it is also the title for data on the list view screen.
If data is saved with this field item blank, the name in Personal Data and the Candidate ID are automatically referenced and registered as "Name (ID)".
If some value is entered, the input value will be prioritized and automatic referencing will not be done.
When editing the name of a candidate, it is necessary to edit the name of the Personal Data as well as the contents entered in the Candidate title.
By default, candidate titles are hidden, so if you want to edit, please display the items in the customize screen.



⑤ Selection of upper hierarchical data
PORTERS has a hierarchical structure, register the data of the upper level first, and then register the data of the lower level.
For data linkage, when registering lower level data, it is necessary to select which higher level data to link it to.
Essentially, you can not change the linkage of data that has already been linked.


⑥ Resource Owner
This item is to distinguish who is in charge of this data within your company and it is a mandatory field for all data.
The user names that can be selected for this item are those registered as PORTERS users.
When the 'Add New Candidate' window opens, then name of the logged in user is displayed here. However, when you click the pencil icon to the right of the Resource Owner, the name can be changed to another user.
When registering data on behalf of another person, please remember to select the person's name as the Resource Owner.


⑦ Phase, Phase Date, Phase Memo
These items manage the status of each data and they operate as a set.
For example, in the case of candidate phase, you can manage the stage the current job seeker is in by creating options such as "entry", "interview", "seeking job", etc.
Phase date and phase memo can not be registered unless a phase is selected.
When editing data that already has a registered phase date, it is necessary to set the current date and time rather than the registered date and time.
It is not possible to register a date and time older than the registered date and time.
By customization, you can set phase advance control such that unless "Interview" is selected after "Entry", you can not proceed to subsequent phase options.
Also, by displaying the history in the sublist as the phase history, you can see what kind of phase progress that has been made in the past.
With the report function, it is possible to output the phase history including the past, so it is also suitable for KPI management.
It is not possible to output the phase history with the export function.


⑧ Reference Item
This item refers to the information registered in the upper hierarchical data and displays it.
If you want to change it, you need to change the upper hierarchical data.


⑨ Mail Notification Function
If data is registered on behalf of another person, this function is used to send a notification to the person.
Notification can only be sent to the Resource Owner, related Resource Owner and the person performing the operation, and not to any other users or individuals.
Contents in the comment box will be sent as email body.


⑩ Save/Cancel
This is for saving or cancelling data.



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