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 Qualifying Event

Definition

Activity category that classifies activities containing information for a qualifying event.

Use

The activities in the Qualifying Event category contain data required by the succession planner for planning a qualifying event.

Structure

An activity in the Qualifying Event category consists of the following tab pages:

  • Details

    This tab page contains the following information:

    • Status

    • Due date (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)

    • Due Date

    • Date on which the qualifying event starts and ends

    • Time at which the qualifying event starts and ends

    • Address data regarding where the qualifying event will take place

  • Notes

    You can store notes here for an 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

    You can upload documents here.

    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.

Example

The following activity types are examples from the Qualifying Event category that are delivered in Succession Planning in the standard system:

  • Assessment Center

  • Alumni Meeting