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.

Step-by-step guide

Create a new unlinked proposal

1. Open the Officer Moves Summary screen

2. Click the "New Unlinked Proposal" button

   

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

   

   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 proposal

The linked 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 save
8. Remove an officer by selecting the "X" to the right
9. Add
10. Continue adding to the proposal until all changes have been entered

Set your proposal for review

The linked 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 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

Add/Edit window features

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.

  
  

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

  
  

Related articles

• Page:
  Manage a proposal to be executed (linked proposal)
• Page:
  Manage a proposal to be reviewed (unlinked proposal)
• Page:
  Officer Moves Exceptions Report
• Page:
  Managing Officer Moves Proposals
• Page:
  Moves and Proposals Reports