CRM/FUSION Task Card - New Jobs Program Trial (200 Jobs)

TAG Org after Curated Assessment (Regional chat)

Introduction

Use this Guide

• If you have to TAG an Organisation that has completed Curated Assessment

⚠Note: Regional Engagements already created in CRM, please DO NOT CREATE ENGAGEMENTS

Overview

As per the CRM/FUSION Business and Coding Guide any interaction related New Jobs Program Trial (200 Jobs) must be entered in CRM, user guidance is provided to support ease and consistent reporting.

Access Required

• CRM/FUSION Access Roles:
  1. Any in CRM/FUSION

Taskcard Video (MS Stream) ?

• Video Link – New Jobs Program - Adding Interactions 

⚠Please copy and paste URL into Browser address bar

https://share.ssp.pmc.gov.au/recordid/UDOC23-167816

Note: If you do not have a CRM/FUSION account, or you require additional access, or your account has been disabled due to inactivity, please use Front Door to request access. 

How to update your Regional Engagement record with an interaction. 

Step 1 – Launch CRM /FUSION

From the NIAA Intranet home page open the Apps Launcher (nine dots) and select the CRM App

Step 2 – Search and Open “Parent Engagement” to accees Regional Engagement 

From the your CRM/FUSION landing page, use the Search Bar (1) and enter “5NJP-New Jobs” 

Click on the link from the search results [2] alternatively click on link here

⚠ Note the code “5NJP” represents the New Jobs Program Trial Team =“5” ”New Jobs Program” 

Step 3 – Select your Regional Engagement from Connections.

Opening the Engagment you should land on the Summary TAB [1]

From the Connections section (on the right of the screen) [2]

Open the Engagments [3] CHEVRON (twisty) Right Click your Regional Engagement [4] and 

View Record [5] to open Engagement 

Example is 4KIM-Kimberley NJP Info

Step 4 – Add Connection Organisation to Regional Engagment

• From Regional Engagement select CONNECTIONS tab [1]
• Select + New Connection [2] 
• This opens the New Connection Window, Search for Organisation [3]
• Add the Start Date, no other fields are mandatory [4]
• Save & Close will return you to Engagement

Step 5 – TAG Organistion once Curated Assessment Completed

• Open the Organisation Record [1]
• Navigate to the TAGs (depanding on your screen reolution this will either be right or below) [2]
• Update with New TAG by entering 5NJP-Trial and select [3] 
• Save and Close [4] to ensure TAG is applied

⚠Organisation will now appear on the AMO, NJP View of eligiable New Jobs Program Organisations.

5NJP-New Jobs Program Trial (200 Jobs) Dashboard

Responsibilities Table