End User Help OrgPublisher 9

Working with Succession Planning for Administrators

Note:
This topic is intended only for succession planning chart adminsitrators.

With OrgPublisher Premier, you can publish a web-based chart for succession planning. Succession planning charts work closely with the 9 Box Matrix, and Side-by-side Profiles. The planning administrator can create a planning chart using the Succession Planning button .

Planning administrators can create a new succession planning chart, modify an existing chart, or delete a planning chart. End users, selected individuals or planners, can create and share succession charts. Special formatting is automatically assigned to successor position types by OrgPublisher.

Planners can modify any data fields displayed in the Chart View. Data fields that cannot be modified are displayed in the Profile View.

Succession planning charts can be saved to the end user's local hard drive or to your web server in a subfolder automatically created by OrgPublisher. End users can see a list of planning charts created by themselves and their subordinates. If more than one user tries to open the same chart, a message notes that someone else is modifying the chart and a read-only option is available.

Planning charts are always in Build Mode. The menu and toolbar offer several options to end users which enable them to modify and save planning charts, as well as generate a change report or view a revision history.

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