Link
This task requires the candidate to view a webpage or website and confirm the action.
Step 1 – Click on the icon
Step 2 – Task Setup
The Task Setup Page will appear. Here you need to add the Task Title, Icon associated with the task, Internal Task explanation, instructions to the candidate and what happens to the task on completion (i.e. if a form has been complete, where should it be sent internally/externally?)
NOTE: Basis will need to set up any SFTP, Email or API’s for the tasks in the setup phase.
If the Task is to be sent to a recipient, this needs to be configured with the Supplier at set up.
The options we have to present the tasks to a recipient are:
1: Email
We take the completed document (or the serialised model of the form if no completed document exists for the task) and send via email to an email address they have provided and Basis have set up in their DayOne system.
2: SFTP
We take the completed document (or the serialised model of the form if no completed document exists for the task) and send via SFTP to server using some details (from, to, subject, body etc) they have provided and Basis have set up in their DayOne system.
3: API
We take the serialised model of the form and send to an API using some details they have provided and Basis have set up in their DayOne system. Note that the we just send up the model, no mapping, no extra fields, etc, just exactly the completed Task model.
Step 3 – Add the title and URL:
Step 4 – Preview the task overlay
Click [Save] and the new task will be added to the Task List and is now available to add into a Pack for canidates to complete on the onboarding website.