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Interview Manager

The Interview Manager lets you work with interviews across types, interviewers, locations, results and dates. When the weather forecast says 18" of snow are coming on Friday, use the Interview Manager to find all in-person interviews scheduled for that day, reschedule them and send out new letters.

Linked Graphic

Tools

Interview reports

Various reports based on interviews.

Setup interviewers

Setup tool to define who is permitted to perform interviews.

Setup interview types

Defines the types of interviews you run.

On the right-click menu

Schedule a new interview

Prompts you to select a volunteer, then creates a new interview for that person.

This interview

Edit record

Edits the interview.

Delete

Deletes the interview itself.

Edit entrant

Brings up the interviewee in the Profile Editor.

Send a letter

Selects a letter template then merges it with this person and interview.

 

Selected interviews

Send a letter

Selects a letter template then merges it with all selected people and interviews.

Delete, Un-delete

Deletes or un-deletes the selected interviews. (As long as the interview is visible on-screen, even if it's deleted, it can be un-deleted.)

 

Select

Selects All/None or Reverse the checkboxes on the visible interviews.

See Also

User Tools

Advanced Exporter

Bulk Value Updater

Entering Account Records

Interactive File Importer (IFI)

Job Associations Bulk Updater

Lists and Intellilists

Mandates Manager

Membership Manager

Name Tags, Badges and Credentials

Training Courses

Training Manager

Update Entrant Statuses