My Actions

My Actions area shows all actions that you are identified as a “Responsible Officer”, ordered by Action ID.

For each action, following data are displayed by default.

Field	Description
Title	Action title. Title is hyper-linked by default. Clicking on the title will open Action details page in a new window. According to the settings configured by your Administrator, the hyper-link will be enabled or disabled. When enabled, it can open the relevant record in a new tab or in a new window.
Progress comments	Latest progress comment is displayed here. You can do any updates as required.
Status	Action status drop down displaying the latest Action status. This can be edited.
Completion date	When an action is completed, Completion date will be enabled. This field will be non-editable for actions which are not completed. Your Administrator can make Action completion date mandatory/optional via Planning settings> Make Completion Date Mandatory
% Complete	Action percent complete displaying the latest Action progress. This can be edited.
Target	Target set for the Action. The default value will appear as per last closed period unless your Administrator changes this to show the current period. Your Administrator can do this through the system settings area.
Period	The period which the target is been driven. i.e. this is the period which shows your YTD performance. Note: Your Administrator can change this to show either current period or last closed period for your organisation through the settings. The default value is set as per last closed period.
Progress	Progress bar (Green) indicating percentage completed.
Performance	Traffic light indicators will display the following based on the configurations within Planning and meticsinterplan Settings> Progress Calculation area. On Track - Monitor - Off Track - Action Progress Traffic Light Indicator will display blank (unlit) in following instances. For Ongoing Actions where the action progress values are not specified in the system by default. Actions for which Target values have not been set within Action> Progress tab. Traffic lights will be based on the periods performance - action YTD actuals against the period target. Thresholds are set within the Admin area and can be changed to suit organisational requirements by the Administrator. See Action Progress Threshold area. The default Threshold is: On Track (>=) 90 Off track (<) 70 Monitor (<90 and >= 70) (based on the on track and off track numbers). Less than 90 and greater than or equal to 70.
Budget	Traffic light indicators will display the following based on the configurations below: On Track - Monitor - Off Track - Traffic lights will be based on the periods performance - action YTD actuals against the period target. 45t4wq Thresholds are set within the Admin area and can be changed to suit organisational requirements by the Administr0 ator. See Action Progress Threshold area. The default Threshold is: On Track (>=) 90 Off track (<) 70 Monitor (<90 and >= 70) (based on the on track and off track numbers). Less than 90 and greater than or equal to 70.
Tasks	Click on the Task Grid icon to open the pop up window that will display tasks under a particular action.
Email Icon	Clicking on this icon enables you to send an email based on actions progress. A pop-up window will be displayed to compose and send the email to a staff member within system or to a separate email address.
Discussion Forum	A pop-up window will appear once clicked to add comments and notify relevant individual/group. Previous comments added in related to the action are also displayed in pop-up window.

Click on the filter icon to filter your actions:

Following filers will be available:

Filter	Description
Search	A text box that would allow you to perform a key word search on Actions that you account responsible.
Hierarchy	Drop down that lists all hierarchies in the system (including any custom hierarchies). Selecting a hierarchy would allow you to further filter records up to a hierarchy node.
Hierarchy Level	Drop down that lists all hierarchy levels under the hierarchy you selected on the above filter. Selecting a hierarchy level would allow you to further filter records up to a hierarchy node.
Hierarchy Node	Drop down that list all nodes available under the hierarchy level you selected on the above filter. Selecting a hierarchy node would display your actions that are linked to the particular node.
Action Filter	Drop down that lists all the available Action Filters. By choosing an Action filter, a list of actions with the chosen Action Filter will be populated. Default is set to “Show all”
Status	Drop down that lists all possible statuses for an Action. Selecting a status would display all Actions currently in the selected Action status. Default is set to “Show all”.
Risk Rating	Drop down that lists all risk rating types defined only in the standard core. This does not link to the integrated risk manager. Therefore this will only be applicable if you use the standard risk rating drop downs. Default is set to show all.
Action Grouping	Drop down that lists all Action Groupings which are customised for the organisation. Selecting an Action Group would filter all Actions that pertain to the chosen Action Grouping.
Reporting Year	Drop down list of reporting years. By filtering the Reporting Year, Actions that run across the selected year and are active in the current period will be displayed. Default is set to “Show all”
Last Progress Update	Choose from a drop-down list that filters the Actions per the last Progress Update. Default is set to “Show all”
Related Plans	Drop down list of Related Plans added through Planning and Matrics> Framework> Related plans. By Selecting a Related Plan, you will be provided with a list of Actions that is linked to the chosen Related Plan. Default is set to “Show all”
Budget Type	Drop down of the Budget Types that would be linked to Actions is provided. By Choosing the Budget Type it will filter the Actions with the particular budget type. Default is set to “Show all”
Hide Completed	Ticking this would exclude all completed Actions from the list. Unticked by default.

Search and Clear Filters buttons are available within filters area. Ticking “Save as Default” option will save the current search as default.

Action Update

In order to update an action, edit the in-line columns and click save. You can also type updates into multiple action rows at once and then click Save All button.

STEP 1: Expand Action by clicking on the plus icon adjacent to the record

STEP 2 : The following screen will be displayed for you to update the progress of the action.

The department and the strategy that the action is linked to is displayed at the top of the record. Action targets and action budget summary will be displayed at the bottom.

STEP 3: Update the Action details and append task comments to the overall action comment by clicking on 'Append Task Comments' if required. Change the status and percentage complete if necessary as well.

STEP 4: Select the save icon once the changes are completed. Editing history can be viewed by clicking the History icon on top. A pop-up window will appear displaying details, progress and chat history relates to a particular action.

STEP 3: Update the Action details and append Task comments to the overall Action comment by clicking on 'Append task Comment' if required. Change the status and percentage complete if required.

STEP 4: Select the save icon once the changes are done.

Click on the Task Grid icon to open a pop up window that will display all tasks under the action. Update the progress comments, status and percentage completed for the tasks and click on Save All icon. Once the changes have been saved you can close the task pop up window.

Please refer Common Icons page to use the icons effectively, when you are updating individual or multiple records.

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.

Last revised: September 23, 2018