SAP Knowledge Base Article - Public

3035843 - Clear After Capturing Meeting in Continuous Performance Management Meeting View

Symptom

This KB article explains the purpose of the "Clear after Capturing Meeting" setting in Continuous Performance Management Meeting View.

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Environment

SAP SuccessFactors Continuous Performance Management

Resolution

In the Continuous Performance Management, it is possible to select an Activity status(or statuses) that will force the clearing of Activities from the Activities ab after a meeting is captured.

  1. Go to the Continuous Performance Management configuration page > Activity Status Label section
  2. Under the Clear after Capturing Meeting column, select a checkbox beside a status or multiple statuses:

Clear after capture meeting.png

  1. Navigate to the Continuous Performance page
  2. In any channel, select "Start Meeting" (or "Capture Meeting" in legacy CPM)
  3. Select an Activity to edit, and change the status to one which you have defined under "Clear after Capturing Meeting" (e.g. Complete) and save the Activity
  4. In the Meeting view, select "Save and Finish"
  5. The pop-up message will alert you that Meeting Notes, Discussion Topics, and Activity statuses matching those defined in the the "Clear after Capturing Meeting" will be archived in the meeting history:

Save to meeting history.png

  1. To view those Activities which have been archived, select a meeting capture date from the Meeting History dropdown menu:

meeting history.png

Note: Currently, if no Activity is selected under the "Clear after Capturing Meeting" setting, then the pop-up message will not be populated with text:

 save to meeting history no status.png

See Also

Continuous Performance Management Admin Guide: The Activities View

Keywords

sf, success factors, CPM, latest, legacy, version, clear after capturing meeting, captured, message, popup, pop-up, warning, edit, save, save and finish, archive, archived, cancelled, complete, activity, status, label, status, update, remove, queue, kanban, tab, activities, label, wef-11117 , KBA , LOD-SF-CPM , Continuous Performance Management , How To

Product

SAP SuccessFactors Performance & Goals all versions