Edit a successor

You can edit the readiness rating for a designated successor. To change a Successor and nominate a replacement you must delete the existing Successor and create a new one.

1. In the menu, select the service that hosts the Succession Planning process:

   

   WX displays the Succession Plan for your team.

2. Select the Name of the Team Member. You can edit the readiness rating for a designated Successor for any of your Team Members:

   

3. On the Succession Plan Team Member view select Edit:

   

   WX displays the Edit Succession Plan view:

   

4. In Readiness Rating select the picklist and change your estimate:

   

5. Select Save:

   

   WX displays the Succession Plan Team Member view with the amended successor detail: