Maintaining a resource's succession information

As an administrator, you can use this procedure to maintain a resource's information for succession purposes.
  1. Select Resources.
  2. Open a resource record.
  3. On the At A Glance tab, you can modify the Performance, Potential, Retention Risk, Key Strengths, and Areas of Opportunity values.
    Note: The Preferences section is usually maintained by the resource, but you can also update their information.
  4. Click Save.