Snapshot Succession Preferences - Successor and User Succession Information

The Successor and User Succession Information section of the Snapshot Succession Preferences page enables administrators to select which User fields and SMP Metric fields display for each of the user's successors and for each incumbent and position for which the user has been named a potential successor. Only fields that are set as Read-Only will be displayed in the Succession Information - Incumbent and Succession Information - Position sections. Also, the Succession Information - Incumbent and Succession Information - Position sections are only included on the Succession Snapshot page if they are enabled in the Successor and User Succession Sections section.

  • Values that are displayed in the Succession Information - Incumbent and Succession Information - Position sections are pulled from the most recently saved SMP tasks. If there is no value configured for the field in any saved SMP task, then N/A is displayed for the field.

Changes to this panel apply to both My Team > Succession and Snapshot > Succession. Any fields that are added are applied to user and position successors.

To access Snapshot Succession Preferences, go to Admin > Tools > Core Functions > Universal Profile > Snapshot Succession.

Add Field

To add User or SMP Metric fields, click the plus icon to the right of the Successor Information section heading.

Configure Fields

In the Display Name field, enter the field name that will be displayed on the My Team > Succession and Snapshot > Succession pages. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.

In the Response field, the response type is displayed. For metric fields, the administrator can select one of the following response options for the field:

  • Read Only - The field is read-only and the user cannot enter a response for the field.
  • Response Optional - The user has the option to update a successor's metric rating, but the user is not required to provide a rating.
  • Response Required - The user is required to provide a rating for the metric field.

Reorder Fields

Fields can be reordered by dragging and dropping the fields into the desired order. Fields can be deleted from the section by clicking the Delete icon in the Remove column.