Configuring Position Criticality

When you have a Position-based Nomination Method, it is possible to configure a Key/Critical Position indicator for your positions, so you can focus your Succession Planning on the critical positions. Once you have configured this indicator, you can configure the Succession Org Chart to display it on the Position Node and to Highlight Key Positions. When a position is set as a critical position, a key icon shows in the position node on the SOC and Position Tile View.

For MDF Positions, the Position Criticality indicator is an MDF Picklist field, and it can have two or more options. To configure Position Criticality, you need to:

1. Create the Position Criticality picklist in Admin Center.
2. Associate the picklist to the Position object in Admin Center.
3. Configure the SOC Display Options using the Org Chart XML feature in Provisioning.

To create the picklist:

1. To navigate to Picklist Center, use Action Search.
2. Search to see if there is already a PositionCriticality picklist created and select it. Then, choose Edit. If there is not one already, choose Create a Picklist (+).
   1. Code: As a best practice, it should be PositionCriticality.
   2. Name: Position Criticality
   3. Status: Active
   4. Effective Start Date: As a best practice, it should be 01/01/1900 to make sure there are no conflicts related to the effective start date of positions and of the picklist.
3. At the minimum, you should have the following two options in the picklist. But you can configure the number of options and labels to best suit the organization.
   1. 0: Not Critical
   2. 1: Critical
   Note

   The External Codes should be numeric values (otherwise you receive an error in the Position Tile) and, as a best practice, should start with 0 (zero).
4. Save your picklist.

Once the picklist is defined, you need to associate that picklist with the Position object:

1. To navigate to Configure Object Definitions, use Action Search.
2. In the first dropdown, select Object Definition and in the second dropdown, select Position.
3. Choose Take Action and then Make Correction.
4. Find the positionCriticality field and select Details to edit it.
   1. For Valid Values Source, make sure that the value is PositionCriticality (the same as the code of the picklist you created).
   2. Make sure that the field is Active (Status) and Editable (Visibility).
5. Choose Done and Save.

The Succession Org Chart can be set up to highlight the key/critical positions through the Display Options, which is done in conjuction with configuring the Key/Critical Position indicator. The display options are configured in the Org Chart XML, and there are two options:

1. Configure it with multiple levels, so the Succession Org Chart outlines each position node with the color corresponding to the criticality rating of the position.
2. Configure it so the Succession Org Chart simply highlights key positions (or rather dims out nonkey positions).

If you’re using a rating scale, it's preferred to use the first option, but the second one should work as well. If you’re using a boolean indicator, you would use the second option.

Picklist Indicator

To have the Display Options highlight the key positions with different colors, you must add the <keyPositionOption> XML code through Edit Org Chart Configuration in Provisioning. You are unable to change the colors used for Position Criticality.

1. Navigate to Edit Org Chart Configuration in Provisioning.
2. Copy the XML code and paste it in your XML editor, then add the <keyPositionOption> code below to the bottom of the Org Chart XML (before the <SMFormID>4</SMFormID> code).
3. Copy the entire XML code and paste it back into Edit Org Chart Configuration.
4. Choose Save Content.

Code Snippet

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<keyPositionOption indicator="scale" key="PositionCriticality">
         <label>Highlight critical positions</label>
         <label lang="en_US">Highlight critical positions</label>
         <keypositionset>
             <keyposition>
                 <label>Critical</label>
                 <value>1</value>
                 <index>5</index>
             </keyposition>
             <keyposition>
                 <label>Very Critical</label>
                 <value>2</value>
                 <index>6</index>
             </keyposition>
         </keypositionset>
     </keyPositionOption>

Note that in the XML code, there is no <keyposition> for the 0 (Not Critical) value. If you add the 0 value to the XML, you are not able to highlight only key positions.

Boolean Indicator

Another, simpler option to highlight key positions is to use a Boolean Indicator. The Boolean options do not highlight the positions with any colors. It just grays out the noncritical positions and keeps the critical positions in focus. While you can still label key positions with multiple selections based on the Picklist Values, ALL key positions are highlighted no matter what their value is.

To use a Boolean indicator, follow the instructions above but use the following <keyPositionOption> code:

Code Snippet

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<keyPositionOption indicator ="boolean" key ="">
       <label>Highlight key positions</label>
       <keypositionset></keypositionset>
 </keyPositionOption>