--- title: Action System Shortlist - 3rd Interview description: This article explains how you create a 3rd Interview for a vacancy sending email confirmations to both candidate and client.  --- [Skip to content](https://helpdesk.chameleoni.com/hc/en-us/articles/207066109-action-system-shortlist-3rd-interview#main-content) English - United Kingdom Show submenu for translations [More support](https://helpdesk.chameleoni.com/kb-tickets/new?hsLang=en-gb) [![chilogo](https://helpdesk.chameleoni.com/hs-fs/hubfs/chilogo.png?width=400&height=105&name=chilogo.png)](https://www.chameleoni.com/) - [Book your training here](https://www.chameleoni.com/free-training/focused-training-sessions/) - [Privacy Policy](https://www.chameleoni.com/privacy-notice/) - [SAAS Conditions](https://www.chameleoni.com/chameleoni-saas-conditions/) - [Report an issue](https://share-eu1.hsforms.com/1dTLPjz74Qna3uDJ4qmdxBw2dydlh) Open main navigation Close main navigation - [Book your training here](https://www.chameleoni.com/free-training/focused-training-sessions/) - [Privacy Policy](https://www.chameleoni.com/privacy-notice/) - [SAAS Conditions](https://www.chameleoni.com/chameleoni-saas-conditions/) - [Report an issue](https://share-eu1.hsforms.com/1dTLPjz74Qna3uDJ4qmdxBw2dydlh) - English - United Kingdom Show submenu for translations - [More support](https://helpdesk.chameleoni.com/kb-tickets/new) - [Contact us](mailto:support@chameleoni.com) [Contact us](mailto:support@chameleoni.com) How can we help you today? - There are no suggestions because the search field is empty. 1. [Chameleon-i Knowledge Base](https://helpdesk.chameleoni.com/?hsLang=en-gb) 2. [Tips and tricks](https://helpdesk.chameleoni.com/tips-and-tricks?hsLang=en-gb) # Action System Shortlist - 3rd Interview This article explains how you create a 3rd Interview for a vacancy sending email confirmations to both candidate and client.  ![](https://helpdesk.chameleoni.com/hs-fs/hubfs/Knowledge%20Base%20Import/Vac-Shortlist-2.jpg?width=670&height=442&name=Vac-Shortlist-2.jpg) - From the open Vacancy record click on the '**Shortlist**' tab. To create a 1st Interviewfor a shortlisted candidate click the '**3rd Interview**'radio button in the **3rd Interview** column in the shortlist to open the Action Wizard. ![](https://helpdesk.chameleoni.com/hs-fs/hubfs/Knowledge%20Base%20Import/3rd-Interview-Action-Wizard---A.jpg?width=670&height=522&name=3rd-Interview-Action-Wizard---A.jpg) - In the 1st screen of the Action wizard popup, you can select which User to run this action from by selecting their name from the '**Run For This User**' drop-down list. At this stage, you also select the date and time of the **Interview** by clicking on the '**Calendar Picker**' icon. - Once you have completed this step click the blue '**Next Step**' button. **![](https://helpdesk.chameleoni.com/hs-fs/hubfs/Knowledge%20Base%20Import/3rd-Interview-Action-Wizard---B.jpg?width=670&height=522&name=3rd-Interview-Action-Wizard---B.jpg)** - The 2nd Screen of the Action Wizard is the **email confirmation** that is sent to the **Candidate** which is populated by the default wizard template. The subject and body of the email is **automatically populated with the details of the interview** using placeholders. You can however select your own pre-designed email template using the '**Template**' drop down. - You can **cc** and **bcc** yourself, and others by ticking the boxes or clicking the '**cc**', '**bcc**' links. You can also include a **Header**, use **Read Receipt** or choose **not to send the emai**l and just record the action by ticking the appropriate tickboxes. - You are also able to attach/use documents via the **Available Documents** button. Select from a document already uploaded on the **Company Files** table in the****Admin**** area, or alternatively, you can click the****More Files**** button and select a file saved on your desktop.  - If you use the **SMS service** with our Partner **IceTrak**, you can send a SMS confirmation by clicking the '**Send SMS**' button. - Once you are satisfied with the email content and the attached documents, click the blue '****Next Step****' button. **![](https://helpdesk.chameleoni.com/hs-fs/hubfs/Knowledge%20Base%20Import/3rd-Interview-Action-Wizard---C.jpg?width=670&height=523&name=3rd-Interview-Action-Wizard---C.jpg)** - The 3rd Screen of the Action Wizard is the **email confirmation** that is sent to the **Client** which is populated by the default wizard template. The subject and body of the email is **automatically populated with the details of the interview** using placeholders. You can however select your own pre-designed email template using the '**Template**' drop down. - You can **cc** and **bcc** yourself, and others by ticking the boxes or clicking the '**cc**', '**bcc**' links. You can also include a **Header**, use **Read Receipt** or choose **not to send the emai**l and just record the action by ticking the appropriate tickboxes. - You are also able to attach/use documents via the **Available Documents** button. Select from a document already uploaded on the **Company Files** table in the **Admin** area, or alternatively, you can click the **More Files** button and select a file saved on your desktop.  - If you want to associate this action with additional clients or users you can select one of the two corresponding '**Person**' buttons and search for the contact. This will create an association with the note only, and not the follow up. - If you use the **SMS service** with our Partner **IceTrak**, you can send a SMS confirmation by clicking the '**Send SMS**' button. ![](https://helpdesk.chameleoni.com/hs-fs/hubfs/Knowledge%20Base%20Import/3rd-Interview-Action-Wizard---D.jpg?width=664&height=518&name=3rd-Interview-Action-Wizard---D.jpg) - In the 4th screen of the Action Wizard you can **edit the automated note** that will be recorded for this action by simply editing the text in the **'Text Box'**. - There is also the option to creat three **Follow Ups and alerts**. To do this tick the '**Follow Up**' tickboxes and click the '**TXT**' button to edit the follow up if required. To complete the Follow Up click the green '**Save Text**' button. Set the date and time of the Follow Up by clicking on the '**Calendar**' icon and selecting the date and time. - If you want an **Alert** to pop up and tell you the Follow Up is due, tick the '**Alert Me**' tickbox and set the Lead Time. - Once completed click the green** '**Finish Action' **** button to complete the action. - The ****Interview note**** will appear in the **notes** tab and the****Interview Follow Up**** will appear on the****To Do**** tab. 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