Planning: Using Plan Notes

Topics About People

Succession Planning and Organisation Charts The Status of a Plan Creating a Plan Designing your Organisation Adding and Editing Holders and Candidates Viewing the Organisation Chart for a Plan The Difference Between an Organisation Chart for your People and a Chart for a Succession Plan Linking Plans Sharing Access to a Plan Using Plan Notes Running Reports on Plans The Plan Recycle Bins Generating a Plan

Each Plan has a notebook. To view the notebook you can click on Notes from the left hand menu on the Plan Summary page.

Users with access to a Plan can add Notes, which can either be private (only seen by that User) or they can be public (seen by all Users who have access to the Plan).

Each Note is dated and can be edited or deleted by the User who created the Note.

Hint: Notes can be printed from the Plan Reports page.