Day: April 27, 2023

They asked us for it, so we built it for them! 🎁 With Cerca, it’s a little bit like Christmas all year round. Our collaborative platform keeps getting better thanks to development requests from our clients. In 2023, our solution continues to be co-created with its users to best meet their business requirements and needs. 👉 Discover the latest highly requested and eagerly awaited features among the Franchis On Cloud user community: 📢 A comprehensive overview of developers’ interactions with candidates 📋 Self-assessment for franchisees 📊 Filtered candidate reporting data ✍️ Electronic signature: Resend an invitation email to a signer 📢 A comprehensive overview of developers’ interactions with candidates The “Candidate Interactions” page makes it easy to see the breakdown of interaction types, with visibility into the status of each interaction and who initiated it. This makes it possible to assess which interactions have or have not taken place and who initiated them. In addition to providing an overview of interactions carried out by the platform’s various developers, you can also export all this data in CSV format. 😌 📋 Self-Assessment Visit Reports for Franchisees Franchisees now have the option to self-assess using visit reports. To do this, you must configure the form you wish to use for this self-assessment. Once in the form configuration, go to the “Advanced Configuration Settings” tab and select the “Self-Assessment” option under “Additional Options.” 💡 Note: The results of these self-assessment visit reports are, of course, not included in the overall statistics for visit reports generated by headquarters. They also do not generate action plans. The site manager, for their part, has a new “+ New Report” button on their interface that allows them to fill out the form independently. 📊 Filtered Candidate Reporting Data A new “Filtered Data” tab retrieves and filters data from the main candidate tracking dashboard. You can filter by candidate creation date, scenarios, or even by developer. ✍️ Electronic Signatures: Follow Up with a Signer via Invitation Email Is your document still unsigned? Want to follow up with the signer? Now you can. To do so, click on the name of the signer you want to follow up with, then confirm that you want to send the invitation email for this follow-up. See you soon for more new features 🤗! Discover our solutions to double your operational performance. You might be interested in these articles: