Recruitment Manager Upgrade

Item 1: Review/Update RM Preferences (optional)

Before enabling the new settings, review your automations, particularly if you have created Flows or custom Workflows, to ensure uninterrupted functionality. This will help prevent any disruptions to your established processes.

To make use of the new triggers in Recruitment Manager Preferences, review the new triggers and determine if you want to enable the new settings:

1. Navigate to the RM Preferences tab.
2. Enable the following triggers:

• Auto-Update EH Name
• Auto-Update Test Type
• Auto-Update Test Name
• Set App Fee Received Date
• Set App Submitted Date

Item 2: Review and Disable Managed Workflows

You should disable the managed workflows as they are now deprecated:

1. Navigate to Setup and search for Workflow Rules.
2. Click Deactivate for the deprecated Workflows:

• Auto-Update EH Name
• Application Fee Received Date
• Application Submitted Date                
• <Test> Record Type, such as ‘SAT I Record Type’
• Test Name Update

Item 3: Your Upgrade is Complete

1. No further configuration is required.

Note: The Duplicate Contact Workflow Rule, which you may or may not have in your Org, was mistakenly marked as 'deprecated and relocated to a trigger'. While the workflow was deprecated, no trigger was created as a replacement. If the Duplicate Contact Workflow Rule exists in your Org, it should be deactivated, and no corresponding trigger needs to be activated.

Item 1: Update Test picklist

You need to add the Cambridge Certificate value to the Test field picklist:

1. Navigate to Setup and select Object Manager.
2. Click the Test object (TargetX_SRMb__Test__c).
3. Select Fields & Relationships.
4. Click the Test field.
5. In the Values section, click New to add a new value for Cambridge Certificate.

Item 2: Update Permissions

Read/Edit Permissions must be granted to the new Test fields on the user’s Profile/Permission Set for Administrators and Students.

1. Navigate to Setup and search for Profiles.
2. Click the Admin and Student Profiles that need access to the new Test fields.
3. Click Object Settings.
4. Click the Tests object (TargetX_SRMb__Test__c).
5. Click Edit.
6. In the Field Permissions section, click Read Access and Edit Access for the following fields:
   1. Cambridge Certificate Level (TargetX_SRMb__Cambridge_Certificate_Level__c)
   2. Cambridge Listening score (TargetX_SRMb__Cambridge_Listening_score__c)
   3. Cambridge Overall score (TargetX_SRMb__Cambridge_Overall_score__c)
   4. Cambridge Reading score (TargetX_SRMb__Cambridge_Reading_score__c)
   5. Cambridge Speaking score (TargetX_SRMb__Cambridge_Speaking_score__c)
   6. Cambridge Writing score (TargetX_SRMb__Cambridge_Writing_score__c)
   7. Cambridge Use of English score (TargetX_SRMb__Cambridge_Use_of_English_score__c)
7. Save your changes.
8. Repeat for any other Profiles that need access to these new fields.

You may proceed to the Email Upgrade.

Item 1: Update Relationship Page Layout

The new Mobile Phone field must be added to your Page Layout for users to access.

1. Navigate to Setup and select the Object Manager.
2. Click the Relationship (v1) object and select Page Layouts.
3. Select Edit next to the Layout you want to update.
4. Select Fields and drag the Mobile Phone field onto the Page Layout.
5. Save your changes.

Item 2: Update Permissions

You must update any Profiles that need access to the new Mobile Phone field.

1. Navigate to Setup and search for Profiles.
2. Select the Profile that needs access to the new field.
3. Click Object Settings.
4. Click the Relationship (v1) object and then select Edit.
5. Check the Field for Read and/or Edit access for the Mobile Phone field.
6. Save your changes.

Item 1: Enable In Progress Checklist Item Status setting (optional)

If you would like to display an ‘In Progress’ status for checklist items, enable the setting in RM Preferences:

1. Navigate to the RM Preferences tab.
2. In the Application Requirements Manager Configuration section, locate and check the checkbox for the Enable in Progress Checklist Item Status.
3. Save your changes.

Notes: 

• If the associated object (essay, enrollment history, test, etc.) checkbox 'applies to requirement' and the associated checklist item marked as "in progress", the new status of "<checklist item name> received and in review." will display. This is important to note if you utilize "applies to requirement" as a hidden field in the online application. 
• If a document is not required to be submitted, the checklist item could falsely display the document has been received and in review. If your online application requires a document to be uploaded into the online application, marks the hidden checkbox field 'applies to requirement' as true, the new status will appear informing the applicant the document has been submitted and it is in review.

You may proceed to the Email Upgrade.