Review the task.
Trace the public job or client form and the staff record. Find missing references and repeated entry.
Project process
Use a fictional example to identify the context staff need for the next conversation.
Trace the public job or client form and the staff record. Find missing references and repeated entry.
Review supported recruiting-tool connections and agency-approved data and access rules. Identify which system owns each record.
Define the handoff, human review and checks. Plan around active recruiting work with a recovery option.
Use fictional jobs and contacts to check a complete inquiry, closed job, missing context and repeated request. Keep tests away from real applications and candidate communications.
Document job updates, request ownership and failed-connection follow-up. Agree separately on ongoing support.