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  Invitation

Definition

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.

Use

Succession planners can use these activities to invite candidates to a qualifying event or to send them a questionnaire.

Structure

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.

    • Print

      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.

Example

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