1. How do I set up Succession Management for Redwood ?
  2. Schedule the Succession Plan Incumbents Process

4Schedule the Succession Plan Incumbents Process

Ensure that the incumbents listed in your succession plans are the latest by regularly scheduling the Succession Plan Incumbents process.

  1. Click Navigator > Tools > Scheduled Processes.
  2. On the Scheduled Processes Overview page, click Schedule New Process.
  3. Leave the type as Job.
  4. Search for and select the Succession Plan Incumbents process.
  5. Optionally, in the Process Details dialog box, change the process schedule to one that's appropriate for your organization and define notifications.
    By default, the Succession Plan Incumbents process is scheduled as soon as possible.
  6. In the Process Details dialog box, click Submit.