Within OTYS we work with what we call ‘modules’. These modules can be found in the left side of your enviroment, and help you navigate through the ATS. A module often consists of a list view and a detail view. In a lot of our modules you also have the option to filter, making sure you find what you’re looking for.
Here, we’d like to give some base information on modules to help you navigate your enviroment. For detailed information, you can search using the searchbar, or click to the module you’re looking for in the left hand side of the helpdesk.
List and detail views
List views
Most modules within OTYS have a list view, which is what you see when you click on a module. The listview consists of (From left to right) saved filters (personal and global), the list of entities (such as candidates or vacancies), and a ‘Search’ panel, which will help you filter. What you see here (your ‘view’) is configurable by a key user or a ‘view admin’. You can change your view by clicking the light grey text in the bottom of your screen, and selecting a new view. Your enviroment will most likely have some pre-configered views for you to choose from, though if only one is available, that one will show. Here you can also pin your favourite view.
Batch actions
In the listview of modules we have the option to do a ‘batch action’. A good example of this is the ability to link multiple candidates to one vacancy from your listview, or publish a number of vacancies at once. What batch actions are available, and to which users will be described in the relevent module articles. You can preform a batch action by selecting a number of entities in a listview, and using right-click on your mouse to bring up the menu. If the batch action you want to use is not available to you, please talk to your super user. They will be able to give you permission in the system.
Detail views
After clicking on an entity in the list view, you’ll open the entities detail view. Here you will see all available information about the entity, such as a candidate, relation, or procedure. Detail views are made up of 2 elements. A ‘Topcard’, containing the most usefull/important information and action buttons, and detailed overviews which are shown in widgets and ordered by tabs.
What the topcard looks like depends on the module. Your detailed overview, however, is completely configurable to your needs per module, and allows you to set up a view that works for you. You can switch between views by clicking the small grey box in the bottom of your screen that has the title of the current view. Here you can also edit views or add new ones, if you have the rights to do so. In this edit section you can also limit the views for specific users, or assign this as a standard view for certain users. This is also where you make a view global.
If you’re a key user, you will also see a gear icon. Clicking here will will allow you to reconfigure or add new tabs and/or widgets within your current view. More on this will be explained in the configuration section of this article. Your enviroment will most likely have some pre-configered views for you to choose from. Here you can also pin your favourite view.
Activation for both list and detail views
If you use our simple settings menu, you will not be able to do this yourself. If you still want to make changes here, please reach out to us to discuss.
Go! General - Hide default list and detail view (SE3371)
If no other options are available we offer this view as standard. Once you’ve configured you’re own we understand that you want to hide ours. By disabling this setting, you will do so.Go! General - Hide icon 'set as default' button in list/detail view (SE3318)
If enabled, you cannot change the default list and detail view that is set under the ‘change view’ menu
Go! General - Hide icon creating detail view (SE3314)
If enabled, you can not create, edit, or delete detail views. You’re only allowed to use them.
Go! General - List & detail view admin (SE3173)
If this user setting is enabled, you allow this specific user to create, edit, or delete new or existing detail views. By having this enabled you can also push listviews to others.
List view configuration
Configuring a listview can be done as a key user or a view admin. You can do so by either adding a new view in the ‘Change view’ screen, or by clicking the ‘edit’ icon in the existing views. Here you can (re-)name a view, set it to be global (so every user has access to it), hide pannels for ease of use, and add it to a panel set. Adding it to a panel set means that when you select a certain filter, the view will change to this view. This is also where you can delete a view.
After this, you can add or remove columns to put together your view. You can reorganize which column you want to see first by dragging the options in the ‘selected fields’ section. Make sure you save your work when you’re done. Please note that the standard view (if you see this) cannot be edited.
Detail view configuration
Configuring a detailview can be done as a key user or a view admin. When clicking on the view selection, you can choose to either add a view or edit the settings of a view. Please note that if you want to edit a view itself, in depth, you need to select it first.
When creating a new view you can fill out a name, set it as global (so every user has access to it), and set the kanban as the first tab. You will need to add at least one tab before you can save the settings menu. Once you’ve created a view, you’re instantly in edit mode. Here, you can select a lay-out. The layout decides how many widgets can sit next to eachother, and what their width is. Here you can also add multiple tabs. This is also where you can add widgets. Please note, the dossier tab will always be here, and can not be deleted.
When editing the view settings, you can change the name, set it to be global (so every user has access to it), set the kanban as the first tab, limit users, or set this view as standard for users. You can also add tabs here.
When editing a view itself in depth, make sure you’re in the view you want to edit. From here, click the cog icon next to the view name. Now you can change the lay-out, add or remove widgets and add tabs. Please note, the dossier tab will always be here, and can not be deleted.
Search and filters
OTYS Go! offers powerful search tools to help you quickly and efficiently find the information you need. To make your daily work even easier, you can save your search queries for future use — saving you time and helping you work more consistently. To make this as easy as possible, we’ll walk you through how to make filters, either as a personal default filter or as a shared filter for your colleagues. You'll learn how to easily reload your preferred search settings with just a few clicks, and how to manage your filters effortlessly.
Search
The search panel on the right side of your list view is a powerful tool to help you narrow down exactly what you’re looking for. Every module will have their own seperate filters, but in essence they work the same.
Keyword
You can search based on a keyword that might either be in the title of the entity, or anywhere in the short description, or perhaps the unique Id, truly anything. they keyword search is the easiest, but can also show a few ‘non logical’ results compared to what you’re actually looking for. You can narrow your keyword search by changing the conditions of the search (clicking on the downward arrow in the keyword field).
Empowered keyword
Also known as ‘Semantic search’, the keyword search allows you to search on a string of words, and instead of taking each word seperately and search on that, our system will see them in relation to eachother and provide you with potentially more accurate results.
Standard criteria
Some of our modules have some preselected criteria to fill out. For example, the vacancy module offers a linked relation without having to look for that criteria as it is one that’s often used. This is different per module.
‘Add criterium’
By opening this list, you gain access to all possible linked entities, content, and date based searches each module has to offer. Many modules also allow you to search on your own extra fields. The list of criteria is truly too long to name per module, and each search option has their own configuration. Quite a few of them also allow you to exclude certain entities from your search.
Filters
Whether you frequently use the same search criteria or just want a more structured workflow, saved filters help you work smarter, faster, and with more clarity.
To be able to (re)find the right data among the many stored in your system, OTYS Go! offers powerful and flexible search functionality. On the right-hand side of your screen in the module, you’ll find the search panel where you can add multiple criteria to refine your search results. This allows you to quickly narrow down to the data you're looking for. If you often use the same combination of search criteria, it’s possible—and highly recommended—to save your search as a filter. Once saved, the filter will appear in the left-hand panel of your screen, allowing you to run the same search later with just one click.
Saving filters is possible in modules of the, whether it is the Candidate, Vacancy, CRM, Procedure, or Placement Module. Please note that in order to create global filters the user will have to have the correct permissions. If you use split settings, you can set these permissions in the user settings
Go! General - Global filter admin (SE2832)
Go! General - List & detail view admin (SE3173)
If you do not have these settings available to you, or if you use the simple settings interface and still would like to enable these settings, please make a support ticket.
Once you've performed a search and would like to save it there are two ways to do so.
Setting a Default Filter. If you want a specific search to be automatically loaded every time you open a module (for example, to always view active candidates assigned to you), you can set your current search as the default filter.
Make sure your search is exactly how you want your filter to be
Click the ‘Set as default filter’ Icon at the top right of the search panel
A confirmation message will appear. Click ‘Yes’ to confirm.
Your current search is now saved as the default filter for that module and will also appear under ‘Personal Filters’ in the left-hand panel.
Saving a Named Filter (Reusable and Shareable). If you wish to save the search for future use—perhaps with a recognizable name or to share with your team—you can create a named filter.
Make sure your search is exactly how you want your filter to be
Click the ‘Create filter’ icon at the top of the search panel
Enter a clear and descriptive name in the ‘Name’ field
You can set the filter to be global by checking the ‘Global’ box. This way other colleagues can use your filter. Note, this option is only available to users with the appropriate permissions.
Click ‘Create’ to finalize your filter.
The saved filter will now be listed under ‘Personal Filters’ or, if marked as global, under ‘Global Filters’ in the left-hand panel. If at any point you want to remove a saved filter, you can do so by clicking the delete icon next to the filter. Keep in mind that if you do not have the rights to create global filters, you will also not be able to delete them.