Phase Overview and How to Update

*This page was machine-translated from Japanese and may contain inaccuracies.

• Overview
• How to Update the Phase
  • Update directly from the list view
  • Update from “Edit” on the detail view
  • Add a new Phase record from the sublist to update

Overview

A Phase is a field used to manage progress.
It is positioned as a special type of field, different from other fields that exist in PORTERS. For example, it has the following characteristics. (This is an excerpt.)

• In many situations, the three Phase fields—“Phase,” “Phase Date,” and “Phase Memo”—are handled as a set.
• One set of Phase fields exists for each resource. (You cannot add or delete Phase fields.)
• Phase transitions accumulate in the Phase history.
• When updating the Phase, you can also specify Phase Date and Phase Memo at the same time.

A Phase indicates the progress/status of that record (e.g., Candidate, Job, etc.), and at the same time,
it allows you to keep a history by accumulating, with supplemental text, “when” the record reached (or will reach → such as a scheduled interview date) that status.
You can use it not only to confirm the situation at a given point in time and review the track record so far, but also as a KPI indicator by using it for aggregation.
 

Example entry for a Process Phase:

How to Update the Phase

Below are three typical ways to update the Phase.

As an example, this section explains how to update the Phase for the “Process” resource layer.
Note that in the “Process” resource layer, the field name is not “Phase”; it is labeled “Process.”
 

Update directly from the list view

First, we will explain the steps to update it directly from the Process list view.

If the “Process” field is displayed on the “Process List” screen,
you can click inside the cell where the “Process” value appears to update the Phase directly.

If “Process” is not shown on the list view, consider customizing the layout to display the field.

・PORTERS Help page: Customize the list view

Update from “Edit” on the detail view

Next, we will explain the steps to update it from “Edit” on the Process detail view.

Click “Process ID” on the list view to open the corresponding Process detail view.
Click “Edit” at the top of the detail view to open the “Process - Edit” screen.

On the “Process - Edit” screen, change the value of “Process (Latest)” and click “Save” to apply the update.

Add a new Phase record from the sublist to update

Finally, we will explain how to update it by adding a new record from the sublist within the Process detail view.

Click “+Add New” under “Sublist | Process History” at the bottom of the detail view.

When the “Process - New” screen opens, select a value for “Process” and click “Save” to apply the update.

If “Sublist | Process History” is not displayed, consider customizing the layout.

・PORTERS Help page: Customize the sublist