User Manual 2.2
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3.7.2.2. Approved - Needs Interview

Selecting this option from the Application Package Review Decision field will create a new Interview Form record with the field Interview Decision set to Pending Scheduling, and the field Interview Stage set to Applicant. It will also create the task Schedule Applicant Interview for Client Name.
 
You can view and edit the Interview Form from the Applicant Interviews embedded list.
 
PLEASE NOTE: You can also view a list of clients that need interviews scheduled by viewing the report named "Interviews Need to be Scheduled" in the Client Tracker reports folder.
 
The following fields will be updated when you save:
3.7.2.2. Approved - Needs Interview
1

Status

1. Status
Will change Status to Needs Interview Scheduled.
2

Application Package Reviewed

2. Application Package Reviewed
If this was blank when you saved the record, it will fill with the current date. If you entered a date, it will stay the date you entered.