Searching for Person Succession Counts

The Person succession count uses the employee ID and position type of <SC> to determine if a person is slated for more than one position. Your organization may want to see everyone slated for more than one position. You may also want to create groups showing people slated for 2 positions, 3 positions, etc.

Note: The results show only the <SC> record, not an entry for the successor's standard position. In addition, this is a compound search. The Person succession count search option first goes through the data to find all <SC> records in the chart. The resulting <SC> records are searched a second time is to see if any employee IDs appear on the list more than once. Accurate employee IDs for each record must exist in your data in order to use this option. from the menu bar, then Search from the pull-down options, or open the Search View pane in the List View. You can also click on the Search button in the toolbar.

1. Open the Search dialog by selecting Edit.
   
2. If you have selected a specific box in the Chart View, the Search dialog selects the Search under selected box check box. This begins the search at that point in the chart. If you want to search the entire chart, click the Search under selected box check box to clear it.
   
3. If you are using the Search View and want to start your search from a specific box in a chart, you must first select a box in the Chart View and then select the Search under check box. This begins the search at that point in the chart.
   
4. Select the All Fields tab.
   
5. In the Search field, click the drop-down arrow to select Person successor count. You can also press the key of the first letter of the field you want to navigate through the list.
   
6. In the For field, type the number you want to search on. For instance, if you want to see how many positions contain more than one successor, type the number 2.
   
7. In the Match field, click the down-arrow to select >= Greater than or equal to.
   
8. Click Search Now or Go . OrgPublisher performs the search and displays the matching records in the lower pane.
   
9. You can save the search results as a group or perform an additional search.

Side by side profiles are limited to 6 at a time if you auto-pin the profiles in the Search View.