EIS Actions

The Action tab shows performance of all the actions in the given hierarchy level in relation to Action progress and linked budgets. You can easily identify the current status of actions based on traffic lights indicators and also view the latest progress comments.

STEP 1: To view actions, click the 'Actions' tab.

Actions on this page are ordered by Action ID/Title.

Field	Description
Action	Displays the Action Title defined within Action Detail area.
Start Date	Displays the Action Start Date defined within Action Detail area.
End Date	Displays the Action Completion Date defined within Action Detail area
Service Profile	Displays the service profile linked to a particular action within action details area.
Business Unit	Displays the business unit linked to a particular action within action detail area.
Responsible Person	Displays the action Responsible Person selected within Action Detail area.
Progress	Displays the progress bar with percentage completed
Performance	Displays the Action Progress. Traffic light indicator will be red for actions that have not yet started and for actions where start date has been passed. This is due to the fact that system considers them as ‘Off Track’.
Budget	Displays the Budget Performance (Please refer the section on‘Executive Intelligence System Overview’ for more information).
Email	Displays the email control
Comments	Progress Comments for each Action defined within Action Progress area can be viewed by clicking the icon

STEP 2: Click on the filter icon to filter any actions as per your requirements. Given below are available filter options:

Filter	Description
Search	To perform a keyword search
Action Filter	Select the Action filter from the drop-down list
Status	Select the status of the action
Risk Rating	Select the Risk rating for the action
Action Grouping	Choose the action grouping category
Agency	Select the agency
Related Plans	Choose the related plan of the action
Budget Type	Select the budget type for the action

Select 'Hide Completed' check box to hide all completed actions from search list. However, if you select 'Completed' for filter option 'Status', refrain from ticking this check box. If you wish to save the selected filter options for future references, you can tick 'Save as default' check box. 'Clear Filters' button can be used to clear the filter selections.

You can also search or group Actions to analyse information more easily and efficiently.

For example, to view Actions sorted by Responsible person, drag the responsible person field to the “group by” area. Multiple column headers can be group as well. For example, you can group by business unit first and then by a responsible person.

In order to filter any off track items, type off track in the Search box.

STEP 3: To view the latest progress comments, click on the comment icon for a particular action.

STEP 4: To find out more detailed information in relation to an action, click the action hyper-link. This will open in a new window so the EIS page remains open.

You have the option of exporting the data to an excel sheet by clicking on the 'Excel Export' icon.

Last revised: September 23, 2018