Succession Wizard -
Succession Wizard always results in the latest version being
provided. Users who have purchased the program can download the latest
version whenever they wish (assuming they also have purchased optional
Software Support), but will need to request a new user password
by email by supplying the "System ID", found by clicking "System Settings" and
- Incorporation of
context sensitive help.
- Another major upgrade
with improved security and enhanced functionality for multi-user
- Major upgrade with the
program now including Job Profiles and incorporating more emphasis
on individual competencies. Includes a function where you are able
to find people suitable for specific roles and also find suitable
roles for a specific person.
- A new
"Complete Details" report has been added which shows all the information
for an individual. The report can be previewed and printed from the
"Full Details" screen for the person currently in view and
is, in essence, a print-screen feature. The report has also been
added to the report menu and allows the user to set a filter to
determine who appears on the report.
- A new utility has been
added which allows users of earlier versions of Succession Wizard to
automatically update their data file. This means there is now no
need for users to send their data files to us for conversion when
upgrading to the latest version of the application.
- Improved security by
preventing any access to the raw data. This means that only users
with an authorized copy of Succession Wizard and the ability to view
the data folder will be able to see information. Previously
individuals who could access the data file, such as network
administrators, could potentially view the raw data (albeit in a
complex format) without the need to utilize a copy of Succession
- Incorporation of links
to open existing MS Excel and Word documents from "Full Details
screen. This allows things like Salary Details and Expense Claim
reports to be accessed directly from within Succession Wizard.
- Resolution of error
message appearing by mistake when pointing to a data file stored in
a network location.
- Various changes to resolve outstanding
issues with regard to operation under different operating systems.
- Data consolidation feature added to
allow users with more than 1 copy of Succession Wizard to merge separate
data files. Is of particular use to organizations who wish to have
different business units each producing their own succession
information. They can then periodically merge all the separate data
files into one "master" file for review and amendment by
central management, before returning the amended information to the
various business units.
- Small text box added to enable users
to describe the scale used for attributes.
- Increased the number of personal
attributes from 10 to 50, allowing much more information to be
recorded, and therefore analyzed and reported against, for
individuals held on the system.
- Incorporated a number of animated
tutorials into the download file allowing the various tutorials to
be viewed by clicking a button whilst running Succession Wizard.
This means they can be viewed without having to have an active
- The "Job History" tab now
allows changes to be made which are then reflected in the upper half
of the "Full Details" screen for the current role.
Previously, if any changes needed to be made then the job entry
needed to be deleted and re-input.
- The "Input New Entry" screen
now includes a "Start Date" box. If this, along with
"Job Title" are completed then the "Job History"
tab will have relevant information added to it.
- The import process has also been
changed so that if the "Job Start" and "Job
Title" boxes are completed on the Excel spreadsheet then the
relevant information will appear on the Job History" tab.
- The import process has been amended to
allow a maximum of 250 entries to be added each time it is run
(dependent on the version of SW registered).
- Corrected several reports so that when the user clicks the
"Export" button the feature allows the data to be
transferred to ether Excel or Word.
- Removed the 14 day restriction for evaluation. Now users can
evaluate for an unlimited period for a maximum of 10 entries prior
- Minor changes to the "System Settings" and "User
Preferences" screens so that when a user clicks the button to
edit a user definable setting the cursor is automatically moved in
to the relevant box.
- Reduced font size of part of 2 reports; "Successor To –
Detail" and "Succeeded By – Detail" in order that all
printers see the whole report. Had been an issue with Lexmark printers
- Reduced size of reports so that should now fit correctly on paper
and not bleed to 2nd sheet irrespective of brand of printer
- Reports which can be sorted, can now be sorted by User Defined
fields as specified on the System Setup page.
- "System Settings" page split into two; namely
"Settings" and "User Preferences".
- Changed reports to US Letter size.
- First posted to website, allowing download of full program.
All existing users, with Annual Support, who had previously installed
via CD have been migrated to this version.