Total Confirmation

In the Confirmation category, the Total Confirmation of the activity consists of the following tab pages:

Details

The 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)

Reference Activity

An activity in the Confirmation category can contain a reference to an activity that contains the context for which the succession planner requests the confirmations.

Confirmation Result

Contains the total results that the succession planner assigns for the total confirmation based on the individual confirmations.

Reason for Decision

Contains the reason for decision for the total result of the confirmation. The succession planner assigns this to explain the total result.

Individual Confirmations

Contains a list with information about the individual confirmations that the succession planner created within the framework of the total confirmations.

The tab page contains the following functions:

Add

You use this function to add additional individual confirmations. You then select the candidate affected, another employee, or a member of the support team for the relevant succession plan.

The search for members in the support team depends on the context in which the confirmation is to be requested. In the context of the succession plan, the system displays the members of the succession plan’s support team. In the context of TRM, it is not possible to select a support team member.

Delete

You use this function to delete individual confirmations, provided that you have not yet requested the relevant individual confirmation.

Request Confirmation

You use this function to request individual confirmations that you created previously from the relevant persons making the confirmations.

Edit Confirmation

You use this function to edit the actual individual confirmation. This can be the case, for example, if the relevant person making the confirmation phones you and asks you to enter the confirmation result on his or her behalf.

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.

Individual Confirmation

The Individual Confirmation of the activity in the Confirmation category contains the following information:

Link to Reference Activity

Contains a link to the data overview of the reference activity that is assigned to the total confirmation.

Confirmation Result

Contains the confirmation result that the person making the confirmation assigns.

Reason for Decision

Contains the reason for decision that the person making the confirmation stores to explain the confirmation result.

Comment

Contains a free text field in which the person making the confirmation can enter a text.

The individual confirmation contains the following functions:

Save Temporarily

You use this function to save your entries for processing later.

Confirm

You use this function to send the confirmation activity back to the person who requested it. You then have no further access to it.

Back

You use this function to cancel processing without sending the confirmation or saving the entries temporarily.