Job Workflow Changes
- Jacob Adkins (Unlicensed)
Approved - Move to approved when you have completed the intake. Ensure to update the intake completed date real time.
Purge – Do not purge without until you have discussed with your ROM. Move to purge when no work was completed on the position and the position is cancelled, close in WD and change title to start with DNB. DNB = do not bill
Closed (Duplicate) - Move to closed (duplicate) when TAC team opens a new req in Avature but it’s not needed because you will use a current req and change the req number and note in system.
Closed (not filled) - Move to closed (not filled) when the req is canceled but you have worked on the req with sourcing, screening and submittals
Hold - never move to hold without speaking with your ROM
Options not to use- closed (filled internally), closed (cancelled)
Always try to make Purge changes in the same month of Open when possible to avoid affecting Billing. If you make a change outside of month of open, see previous slide!