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
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submitted for review to the personnel department for approval.
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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. |
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Step-by-step guide
Create a new unlinked proposal
Open the Officer Moves Summary screen
Click the "New Unlinked Proposal" button
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Name the proposal, set the reporting (move) date, and click "Create"
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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 ( |
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division name, etc) will help identify it later. Example: |
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“2019 June THQ Moves”. |
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Navigation
The top bar of the linked proposal screen allows users to do a variety of useful things.
Update the title of the selected proposal
Change the reporting (move) date of the proposal
Set the proposal to "Public"
Set the proposal to "Ready for Review"
Sort the officers based on the selected column
Print the proposed changes
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Build your unlinked proposal
The 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.
Begin by clicking the "Add" button to create a new appointment change.
Enter
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an officer’s name. It is not required to select a resulting match
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but is suggested
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The current appointment title and start date will automatically populate if an officer is selected from the search.
Add a
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proposed appointment.
Edit an entry by simply clicking in the field to make changes.
Remove an officer by selecting the "X" to the right.
Add comments by selecting the comment box to the right of the proposed appointment field.
Continue adding to the proposal until all changes have been entered.
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Set your proposal for review
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Once all suggested moves have been entered
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- 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 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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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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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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, a user can set their proposal to "Ready for Review" which will show admins that you are done.
Check the box next to "Ready for Review" in the heading.
Click "Save".
Admins will then see your proposal as "ready for review."
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Make your proposal public
If desired, an unlinked proposal can be made “public” which means that ALL users with the ability to create unlinked proposals will be able to access your proposal. This may be useful if collaborating with other users.
Check the box next to "Public" in the heading.
Click "Save".
ALL users with access to the Moves module will see your proposal in the "Public Proposals" section.
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