Action update via Action Area

STEP 1: To update action progress via the Action area, go to Planning > Corporate Planning > Actions.

STEP 2: Select an Action and navigate to its 'Progress' tab.

STEP 3: Enter an explanatory comment about the progress of the item in the 'Progress' text box. To view previously entered comments and changes made use the HISTORY icon.

STEP 4: If you have tasks under an action you can append the task comments and then draft your final overall comment based on each of the task comments.To append task comments to the overall Action comment, click “Append Task Comments”.

STEP 5: Enter the action's current percentage complete and update the status (if relevant). For example, if you have started on the item, set the status as “in progress” and enter a percent complete.

Setting a Status of ‘Not started’ or 'Ongoing' will automatically set the percentage to 0%. Setting a Status of ‘Complete’ will automatically set the percentage complete to 100%. When the status is set to complete, completed date field will be enabled allowing you to enter the actual date of completion. This may be mandatory/optional depending on the configurations done by your Administrator. You will not be able to modify the Percent Complete for ‘Not started’, ‘Ongoing’ or ‘Completed’ Statuses. However, an ‘IN PROGRESS’ or ‘DEFERRED’ status will show a % complete that is editable. This field may have a number added between 0 and 100 only.

STEP 6: Add or edit targets in the Target Grid as required.

STEP 7: Click 'Save' to save entered details.

Use the History icon to view previously entered comments and changes made.

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Last revised: September 23, 2018