SMP Assessor Task - Create - Step 3 - Co-Planners

In the Co-Planners step, you determine the co-planner for the assessors. For co-planners, whatever positions are included in the assessor's task also appear for the co-planner when viewing the task. Adding and allowing co-planners is optional. Default co-planners are assigned to each task on a nightly basis, but the assignment is a one-time assignment; if new users are added to the task after the initial assignment, default co-planners are not assigned to the newly added users.

To create a Succession Management Planning (SMP) task, go to Admin > Tools > Succession Management > Tasks. Then, click the Add SMP Task link.

Enable Co-planners

To allow assessors to select their own co-planners during the task, select the Allow users to select co-planners option.

Note: If co-planners are enabled for the task, be aware that co-planners must have the Succession - Succession User Search permission in order to search for and add potential successors.

Add Co-planner

To add a default co-planner for the task, click the plus icon to the right of the Default Co-Planners heading. Adding co-planners is optional. Default co-planners are automatically set as co-planners based on availability, regardless of whether or not the assessors are able to select their own co-planners. The Add-Co-Planner pop-up appears.

Click the Co-Planner field to select specific co-planners. Once a co-planner is selected, use the Availability drop-down list to set the availability for the co-planner by OU. The selected co-planner is set as the co-planner for all assessors within the corresponding availability.

Once a default co-planner is set, they appear in the Default Co-Planners section. Additional co-planners can be added. Also, co-planners can be edited or deleted using the icons in the Options column.


Click Next to proceed to the Confirm step. See SMP Assessor Task - Create - Step 5 - Confirm.