Succession planning > Succession planning configuration > Set succession planning system defaults
 

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Set succession planning system defaults

Follow these steps to set the system defaults.

  1. From the Navigation bar under Succession Planning, choose Succession Planning Dashboard.
  2. Click on the Succession Planning Dashboard.
  3. Click the Set System Defaults tab.

  4. For each system default, options are available to update defaults.
    • Use the icon to make updates, such as changes to the name and description.
    • In addition, for those items that display an icon, you can change the icon using the Change Icon drop-down field.
    • The sort order determines how items are sorted and displayed.
    • Use the icon to remove an item.
    • The icon allows the SPA to add additional fields.