Activity category that classifies correspondence activities to which letter templates are assigned.
Each of the activities in the
Invitation
category refers to a corresponding activity in the
Qualifying Event
or
Questionnaire
category. This contains the information for the qualifying events or the relevant questionnaire.
Succession planners can use these activities to invite candidates to a qualifying event or to send them a questionnaire.
An activity of the
Invitation
category has the following tab pages:
Details
This tab page contains the following information:
Status
Due on (if status:
Planned
)
Completion Date (if status:
Completed
)
Completed by (if status:
Completed
)
Processor (not if status:
Completed
)
Changed On (only after the activity has been created)
Changed by (only after the activity has been created)
Reference Activity
An activity in the
Invitation
category must have a reference to an activity in the
Qualifying Event
or
Questionnaire
category.
Letter Template
Depending on the Customizing settings (parameter RECFA INDCO, IMG activity
Set System Parameters
):
Letter changed (indicator)
Changeable section of letter template
You can also execute the following functions:
Send E-Mail
You use this function to send a letter to the e-mail address that the candidate stored in his or her profile.
You use this function to print the letter via the
SAP spool system
.
Depending on the Customizing settings (parameter RECFA INDCO, IMG activity
Set System Parameters
):
Change Letter
You use this function to open the letter in the Editor. You can customize the letter.
Change Letter Section
You can use this function to customize the changeable letter section that is displayed.
Display Letter
You use this function to display the letter.
Reset Letter
You use this function to undo the changes that you made to the letter using the Editor.
Notes
This tab page allows you to enter notes for the activity.
If the activity is used in TRM, then this information is available to you and all other succession planners. If the activity is used in Succession Planning, this information is available to you and the other members of the support team for the associated succession plan.
Attachments
This tab page enables you to upload documents.
If the activity is used in TRM, then this information is available to you and all other succession planners. If the activity is used in Succession Planning, this information is available to you and the other members of the support team for the associated succession plan.
E-Mail Attachments
This tab page enables you to upload documents that you want to send to candidates with the letter by e-mail.
The following activity types are examples from the
Invitation
category that are delivered in Succession Planning in the standard system:
Invitation to Alumni Meeting
Invite to Assessment Center
Request Questionnaire