Edit Succession Plan Details

You can edit the name, description, and access authorizations for any succession plans that you've created or that you've been assigned Edit access to in the Access Authorizations section of the plan details.

To modify a succession plan’s details:

1. Go to Succession > Succession Plans.
2. Do one of the following:
   • Select the plan in the list, and then click Edit in the toolstrip.
   • Click the plan’s name to open the plan slide-out panel, and then click the edit icon () next to the name:
3. In the Edit dialog box, update the details as needed.
4. 
4. Click Save.