Process a Work Based Application with ebs
You can create a work-based application in ebs, which is converted to an enrolment in ebs: central and submitted to Dynamics 365.
Process flow illustration
The following diagram illustrates the interaction between ebs and Dynamics 365 for a work-based application.
To process a work-based application with ebs:
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Create the work-based application in ebs.
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Open the relevant learner record using the Learner Search in ebs: central.
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Click the Enquires and Applications tab.
The Enquiries and Applications module is displayed.
The relevant workflow hook submits the application and learner records to Dynamics 365.
Note: Once the application has been passed to Dynamics 365 it can be matched against relevant vacancies using the vacancy matching functionality. The applicant will progress through the vacancy matching process until they are accepted. Once accepted a placement record is generated.
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Open the relevant Placement record in Dynamics 365 (accessed by selecting the Placements option from the left-hand menu). You can match and place the learner's record against a vacancy once the record is available in Dynamics 365 as a contact.
The Placement screen is displayed.
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Select the Placement Details tab.
The Placement Details tab is displayed.
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Enter the application value, transferred from ebs: central, into the Application field.
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Select the Summary tab.
The Summary tab is displayed.
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Set the Integration Status field to 'Ready to Transfer'.
The relevant workflow hook submits the placement data to ebs: central.
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Open the relevant learner record using the Learner Search in ebs: central to review.