Candidate Details — End-User Help

Overview

This page (CandidateDetails.aspx, class APPREFERENCECHECKER.CandidateDetails) shows a single candidate record and provides tools to:

• view candidate information
• manage reference requests sent to the candidate
• view & edit references (manual entries)
• start reference verification checks
• review the audit trail for the candidate

The page uses jQuery UI tabs and small client-side helpers (toasts, slide panels, confirm dialogs). JavaScript must be enabled for the best UX.

Quick start

1. Open the candidate you want to manage — their name appears at the top (LabelCandidateFullName).
2. Use the tabs to navigate:

• Candidate Info
• Reference Requests
• Candidate References
• Reference Checks
• Audit Trail

1. To add a reference click + Add Reference and choose to add manually or send a request.

Use + New Reference Check to create a verification request for a selected reference.

Tabs — detailed behavior

Candidate Info (#tab1)

Read-only view of candidate fields including (examples):

• lblTitle, lblFirstName, lblLastName, lblEmail, lblMobile, lblPhone
• lblCity, lblCountry, lblCurrentJobTitle, lblCurrentEmployer
• lblExperienceYears, lblWorkMode, lblAvailabilityDate, lblNoticeDays
• lblCurrency, lblSalaryCurrent, lblSalaryExpected
• lblSource, lblLinkedIn, lblWebsite
• lblStage, lblStatus, lblRating, lblTags, lblSummary, lblCoveringLetter
• Consent/privacy: lblConsentContact, lblConsentStore, lblRightToWork, lblVisaStatus, lblPrivacyNotes
• Metadata: lblCandidateNo, lblRetentionPolicy, lblCreatedUtc, lblModifiedUtc

Job (requisition) may show as lblJobId. (Other pages may use autocomplete to link requisitions; this page displays what is linked.)

Reference Requests (#tab5)

• Grid: GridRefRequests lists requests sent to candidate (email to, # refs, requested/expires, status, sent by)
• Open link: view the request in a new tab/window
• Delete: opens confirm dialog (confirmDeleteCard) — deletion is irreversible
• Server delete invoked by BtnDeleteRefReq after confirmation

Candidate References (#tab2)

• Grid: GridReferences lists manual references captured for the candidate (name, company, job title, email, phone, relation, address, notes, status, created/created by)
• Encrypted fields such as email/phone/address are displayed using server-side decryption (e.g., this.DecryptValue(Eval(...)))
• Actions per row:
• Edit: inline edit mode (GridView edit template) or slide-panel “Edit Reference”
• Delete: confirmation (confirmDeleteRefCard) then BtnDeleteReference
• Empty state: PanelNoReferences shown if none exist

Reference Checks (#tab3)

• Grid: GridCandidateReferences shows verification requests sent to referees (form, reference, channel, recipient, status, sent/completed dates)
• Actions:
• View opens verification request details
• Delete confirmation (confirmDeleteVerificationCard) then BtnDeleteVerification

Audit Trail (#tab4)

• RepeaterAudit shows chronological audit lines
• LabelNoAudit appears when no entries exist

Add Reference / Send Request flow

Click + Add Reference (lnkAddReference) to open a small menu with two choices:

Add Manually

• Add Manually (lnkAddManual) opens the manual add reference form (AddReferenceManually.aspx)

Send Reference Request

• Send Reference Request (lnkSendRequest) switches the menu to panelSendRequest where you can:
• edit the email message (TxtCandidateRequestMsg)
• choose number of references (DdlRefCount)

Important: Do not remove placeholder tokens:

• {{CandidateName}}, {{Position}}, {{CompanyName}}

They will be replaced automatically.

Sending a request runs server handler BtnSendCandidateRequest_Click.

The UI prevents repeated clicks using OnClientClick (sets window.__sendingRequest and changes button text to “Sending…”).

Edit Reference (Slide panel)

• Clicking Edit opens slide panel (slidePanelEditRef)
• Fields map to EditRef_* controls (e.g., EditRef_FullName, EditRef_Email, EditRef_Phone, EditRef_Status, etc.)
• Update (ButtonUpdateRef) saves changes
• Cancel closes the panel client-side
• Press Escape to close the slide panel; overlay overlay blocks background while open

Delete confirmations

Deleting a reference, request, check, or candidate opens a confirm card (modal style).

Confirm buttons run client code that sets HiddenActiveTab (so the page returns to the same tab after postback) and triggers a hidden server button:

• Delete Reference: confirmDeleteReference() → BtnDeleteReference
• Delete Request: confirmDeleteRefReq() → BtnDeleteRefReq
• Delete Reference Check: confirmDeleteVerification() → BtnDeleteVerification
• Delete Candidate: confirmDeleteCandidate() → BtnDeleteCandidate

Confirm messages warn that actions are irreversible. Deleting a candidate removes all associated data (references, requests, audit trail).

Loading overlay and toast

• Toast (#saveToast) shows brief success messages (showToast(message, ms)). Uses aria-live="polite".
• Loading overlay (#loadingOverlay) appears for long-running operations:
• window.showLoading() shows overlay after a short delay
• window.hideLoading() hides overlay
• Forms set HiddenActiveTab on submit so the UI returns to the same tab after postback

Data, encryption, and server notes

• Some grid fields display decrypted values server-side (this.DecryptValue(Eval(...))) — encrypted-at-rest data is decrypted for display only on the server.
• Autocomplete for job lookups (where used) calls AddCandidate.aspx/GetOpenJobs via AJAX.
• Server-side operations are handled by event handlers such as:
• BtnDeleteReference_Click, BtnDeleteRefReq_Click, BtnDeleteVerification_Click, BtnDeleteCandidate_Click
• ButtonUpdateRef_Click, BtnSendCandidateRequest_Click

Validation and client behavior

• Client hints exist (e.g., don’t edit message tokens). Final validation is server-side.
• Errors show in ErrorPanel (LabelErrorMessage) or grid edit responses.
• Active tab index is stored in HiddenActiveTab so postbacks return to the same tab.

Accessibility & keyboard

• Tabs use jQuery UI — keyboard navigation supported by jQuery UI.
• Confirm dialogs and slide panel: press Escape to close.
• Toasts are announced (aria-live="polite").
• Links/buttons are semantic WebForms controls for predictable focus behaviour.

Common tasks — step-by-step

Add a manual reference

1. Click + Add Reference → Add Manually
2. Fill the manual form and Save
3. Reference appears in Candidate References

Request references from candidate

1. Click + Add Reference → Send Reference Request
2. Edit message if required (leave tokens intact)
3. Choose number of references and click Send Request

Edit a reference

1. In Candidate References click Edit
2. Change fields and click Update

Delete (reference/request/check/candidate)

1. Click Delete
2. Confirm on the modal
3. Operation runs server-side; check ErrorPanel for issues

Troubleshooting

Nothing happens when you click Delete or Send

• Ensure JavaScript is enabled and no blocking extensions are preventing scripts.
• Watch ErrorPanel for server-side messages after postback.

Toast not shown

• Toast is client-only; server saves may redirect. Verify server returned success (look for GreenPanel or no ErrorPanel).

Autocomplete not returning jobs

• Autocomplete calls AddCandidate.aspx/GetOpenJobs. Try a different search string or check connectivity.

After an action you land on a different tab

• The page uses HiddenActiveTab; navigation can differ if scripts are blocked or server redirects. Retry or contact support with details.

Best practices

• Keep message tokens intact when editing send-request messages (e.g., {{CandidateName}}).
• Add at least one reliable contact per reference (email preferred).
• Use the Audit Trail to track what actions were performed and by whom.
• When deleting a candidate be absolutely sure; it removes all associated data.

Support & what to provide when asking for help

Provide:

• which tab you were on and steps performed
• exact error text from ErrorPanel
• screenshot showing state (confirm dialogs, toast, or grid row)
• browser name/version and any extensions/blockers enabled

Short FAQ

Q: How do I request the candidate to provide referees?

A: Use + Add Reference → Send Reference Request, edit message if needed, then Send Request.

Q: Will deleting a reference remove verification records?

A: Deleting a reference removes that reference and related data; confirmation warns this is permanent.

Q: How to remain on same tab after an operation?

A: The page uses HiddenActiveTab to persist tab index and normally returns you to the same tab after postback.