End User Help OrgPublisher 9

Creating a New Succession Planning Chart

If published through OrgPublisher Premier, planning administrators can create a new succession planning chart, modify an existing chart, or delete a planning chart. When in succession planning chart end users can add and remove successors from the chart but cannot change the chart structure.

1. Open the planning-enabled chart in the web browser and click the Succession Planning button .
2. Select Create new succession planning chart. The New Succession Planning Chart dialog opens. If a current succession planning chart does not exist, the dialog opens as soon as you click the button.
3. Type a name for the chart if you do not want to accept the default.
4. If not already enabled by the chart administrator, you can select the Password protect this chart check box to require typing a password whenever the chart is opened.
5. Type the Password then Retype password.
6. If you want a shortcut to the planning chart to display on your desktop, select the Create a shortcut to the chart on my Windows desktop check box.
7. Click Create and edit chart. The browser opens the succession planning chart with the Insert toolbar, the Generate a change report , and email buttons enabled. See the Generating a Change Report procedure for detailed information.

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