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Of the two kinds of proposals (linked and unlinked) only linked proposals can be executed in OMS to officially set the new appointments. These proposals are called "linked" because each change must be linked to a valid officer and existing position in OMS in order to be executed.


Unlinked proposals offer users flexibility by not requiring them to select an officer or set a proposed appointment. The intent behind this is to give users the ability to write whatever is needed to organize their ideas regarding possible moves. Generally, unlinked proposals are created by divisional commanders and sumbitted for review to the personnel department for approval.


Info

Keep in mind, that it is essential that new move dates are created for each moves session as these are the start and end dates applied to the appointments on officer's records. For more information go here.


Step-by-step guide

Create a new unlinked proposal

  1. Open the Officer Moves Summary screen
  2. Click the "New Unlinked Proposal" button

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  3. Name the proposal, set the reporting (move) date and click "Create" NEW SCREENSHOT

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    Tip

    It would be useful to include unique details about your proposal in the title. For example, the year and month (2019 June) or other identifying words (like the division name) will help identify it later. Example: "2019 June THQ Moves"



Build your

linked

unlinked proposal

The linked unlinked proposal screen will offer users a summary of all appointment changes that have been entered into the proposal. Users will be able to easily add each officer and set the specifics before it is saved to the proposal. 

  1. Begin by clicking the "Add" button to create a new appointment change
  2. In the new window search for and select the desired officer
  3. Use the available options to propose changes to the officer's appointment(s) (see below for more details)
  4. If applicable, quickly add the officer's spouse by clicking the "Add Spouse" button
  5. Enter the spouse's proposed changes or simply click the "Copy Appointments" button to mimic the changes that were entered for their spouse
  6. Click "Save" to add the proposed changes to the proposal and close the window
  7. Edit an entry by selecting the pencil icon, change the details and saveEnter the officer name (select a resulting match - NOT required but suggested)
  8. The current appointment title and start date will automatically populate if an officer is selected from the search
  9. Add a suggested proposed appointment
  10. Edit an entry by simply clicking in the field to make changes
  11. Remove an officer by selecting the "X" to the right
  12. Add comments by selecting the comment box to the right of the proposed appointment field
  13. Continue adding to the proposal until all changes have been entered


Set your proposal for review

The linked unlinked proposal screen will offer users a summary of all appointment changes that have been entered into the proposal. Users will be able to easily add each officer and set the specifics before it is saved to the proposal. 

  1. Begin by clicking the "Add" button to create a new appointment change


Key unlinked proposal features

There are a variety of options available to users as they create their linked unlinked proposals. 

Navigation

The top bar of the linked proposal screen allows users to do a variety of useful things. 

  • Change the reporting (move) date of the proposal
  • Update the title of the selected proposal
  • Sort the officers based on the selected column
  • Add new proposed changes to the proposal
  • Print the proposed changes
  • Export the letters for officers based on proposed changes
  • Close the proposal
  • Execute all of the proposed changes
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Add/Edit window features
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Proposed primary appointment feature

  • When there is a change to an officer's primary appointment users can simply start typing in the proposed primary appointment box to see a list of matching appointments. Using keywords for the appointment will help narrow down the results quickly. Each officer can only have one proposed primary appointment at a time.

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  • Once a position is select users can add an additional description. This additional text will be appended to the position title in OMS.

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Info

If a specific position is not listed ensure it has been created in the organization tree and is active. In addition, positions with the type of "joint" can only have two officers appointed at one time.



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