Optimization: Layouts and Forms
List and Detail Views and Interactive Forms
Do you still primarily use standard views within OTYS? It's possible to set up your own views so that relevant information is immediately visible at a glance.
If desired, new fields can be added and unnecessary fields removed. This way, you create a view that is fully customized for your organization. You want that too, right?
What does this provide you with?
- List and detail views that align with your process, making relevant information instantly accessible and unnecessary information out of view.
- Digitized forms for recording reports, automatically filled in with information from the database and saved in the record.
- Configured custom extra fields for candidates, job vacancies, or relationships, eliminating the need for separate Excel lists or scribbled notes.
How do we approach this?
Step 1: We schedule a joint call to assess the current situation. What challenges are you facing? How are the statuses currently configured? What are your preferences?
Step 2: We then provide you with some 'homework' and food for thought. The consultant will independently set up the desired forms and have them ready for discussion in the next session.
Step 3: In the second session, we come together again to make the desired changes to the views and finalize the forms. We assume a maximum of 4 configured forms.
Step 4: Finally, the consultant will document the session, providing a summary and relevant documentation, so you can review it at your convenience.
