SMP PowerPoint Tag Management

Use the PowerPoint Preferences page to Manage Tags for the PowerPoint Profile Report. Administrators can create PowerPoint templates based on available tags within the system in order to define which data the template will display from a SMP task.

Administrators can view or edit the name of an existing tag.

To manage SMP PowerPoint tags, go to Admin > Tools > Succession Management > PowerPoint report preferences.

Search Options

  • Tag Name - Enter the name of the tag you want to locate.
  • Tag Type - Select an option in the drop-down. Options are User, Resume, and Performance/Succession.

Click Search to locate the tag.

Tag Sections

Click the drop-down for each section to view the tags. The section contain a table listing all existing active fields and custom fields in alphabetical order. Custom field level security applies to User and SMP custom fields. The administrator can only view User and SMP custom fields that are available based on field level security.

The sections are as follows:

  • User Tags
  • Resume Tags
  • Performance/Succession Tags

Edit a Tag

You can only edit the name of an existing tag.

  1. Locate the tag that you want to edit and click its Edit icon. Note: For Performance/Succession tags, the overall numeric rating for the task is the field that is pulled into the template.
  2. In the Tag Name field, enter a name for the tag.
    • The character limit for tag names is 50 characters.
    • Tags names must be all upper-case letters.
    • The tag cannot contain any spaces or special characters.
    • If there is a space in the field name, those spaces should be replaced by a period (".").
    • Tag names must be unique, for example:
      • Custom Field 1 = CUSTOM.FIELD.1
      • Section: Awards, Field: Date Received = AWARDS.DATE.RECEIVED
      • Retention Risk = RETENTION.RISK
  3. Click Save to save the tag.

Considerations

  • If a tag name is modified, the client is responsible for updating all PowerPoint templates that contain the modified tag.
  • If a new user, resume, performance/succession field or performance review or competency task is added to the system, that field appears in the applicable table. The administrator must define the tag name.
  • If a field is set to inactive or is deleted, that field no longer appears on the table. If the field is re-activated, then the field and tag information reappears in the table.
  • If a task, review or assessment, is made inactive or deleted in the system, then the corresponding field and tag does not appear.
  • If a performance/succession section is deleted from the system, all tags from that section do not appear.
  • If a field is deleted from within a performance/succession section, then that field no longer appears in the table.

To design the layout of the SMP PowerPoint Template, see Create Powerpoint Template.

Tocreate custom PowerPoint templates with which to report on incumbents for an SMP task, see SMP Powerpoint Template.