SMP Manager/Assessor Task

A Succession Management Planning (SMP) task can be launched in the following ways:

  • My Tasks - From the Welcome page, in the My Tasks widget, select the Launch link.
  • Scheduled Tasks - Go to Home > Scheduled Tasks. This opens the Scheduled Tasks page. Select the task title to begin.
  • Universal Profile: Actions - Select the task title to launch the first step of the task. Also, the following actions are available for the task:
    • Launch - Select this option to launch the first step of the task.

Step Title and Directions

At the top of the page, the step title and directions are displayed, which are configured by the system administrator. Be sure to read the instructions prior to beginning the step.

Options

The following options may be available from the Options drop-down menu:

  • Manage Co-Planners - This option is only available if the task is configured to allow co-planners. If co-planners have already been selected, then this option displays the current number of co-planners (e.g., "Manage Co-Planners (4)"). Select this option to view, add, and remove co-planners. This opens the Manage Co-Planners flyout.
    • To add a co-planner, either enter the name in the field or select the pop-up icon . This opens the Select a User pop-up, in which a user can be selected.
    • To remove a co-planner, select the Remove icon next to the user's name.
    • Select the Save button in the Manage Co-Planners pop-up to save any changes to the co-planners.
  • Print Succession Task - Select this option to print the task using your browser. Clicking the option opens the Print window for your browser and allows you to print the task.
  • Download PDF - Select this option to generate a PDF version of the succession task. When a task owner generates a PDF, the PDF includes the work completed by the task owner. When a task reviewer generates a PDF, the PDF includes the work completed by the task reviewer.
  • To print the task:

    1. Click the Download PDF option from the Options drop-down. This opens the Task Print pop-up. You can either download the task as a PDF or print the task using your browser.

    1. Click Download PDF to download the task as a PDF.
      1. The message in the pop-up changes to indicate that an email will be sent when the PDF is ready.
      2. The email address is pulled from your user record.
      3. The Succession Task PDF Notification email must be active and configured in Email Administration.
      4. If you have downloaded the PDF within the last 20 days, then when you click the Succession task title, the pop-up opens and indicates that your PDF is ready to download.
    2. Click Print Task to print the task from your browser. This opens the Print window for your browser and allows you to print the task.

Overall Progress

This displays the task progress based on the percentage of steps that are completed versus the total number of steps in the task. The progress updates as each step within the task is completed.

Task Steps

This section displays all of the steps in the task. Select a step to navigate directly to that step.

When viewing the task on a small screen, the task steps are collapsed to provide the assessor additional viewing ability. The overall task progress is displayed in the upper-right corner of the page. Assessors can view the task navigation by selecting the Navigation button. The task navigation opens in a flyout, and the assessor can navigate to other steps within the task.

Workspace Panel

This panel displays the contents of each step. The current step that is highlighted in the navigation panel displays in the workspace panel.

Navigation Buttons

The following navigation buttons are available at the bottom of the page:

  • Previous - This button takes users to the previous step of the succession task. This button is not available on the first page of the succession task.
  • Save and Exit - This button saves the assessor's progress and exits the succession task.
  • Save and Continue - This button saves the assessor's progress and proceeds to the next step of the succession task. This button is not available on the final page of the succession task.
  • Submit - This button submits the succession task. This button is only available when all sections of the task are complete. Caution: A succession task cannot be reopened once it has been submitted. However, assessors are able to access the task up until the task end date, even if the task has been submitted.

When in read-only mode, the available buttons are Previous, Exit, and Next.

Print Helpful Hints

For the best printing results change the following browser settings:

  • Print in a Landscape View, select File in the browser toolbar and select Page Setup, under Orientation select Landscape, click OK.
  • Allow Printing of Background Colors and Images. select tools in the browser toolbar and select Internet Options, click on the Advanced tab, check the box to Print background colors and images under Printing, click OK.
  • Select File in the browser toolbar and select Print.

Contents

The following information is available within this folder. Click a link to navigate directly to the appropriate topic: