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Search and Clear Filters buttons are available within the area. Ticking the “Save as Default” box will save the current search criteria as the default one.
Action Progress Update
Once you expand a particular action block using the expansion arrow icon, the following detailed view can be seen.
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Filter | Description |
|---|---|
Search | A text box that would allow you to perform a key word search on actions you are responsible for. |
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. Defaulted to Show all. |
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 a 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. Defaults to “Show all.” |
Status | Lists all possible statuses for an action. Selecting a status would display all actions currently in the selected action status. Defaulted to Show all. |
Risk Rating | Drop down that lists all risk rating types defined in the standard core only. This does not link to the integrated risk manager at all. Therefore this will only be applicable if you use the standard risk rating drop downs. Defaulted 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. Defaulted to show all. |
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. Defaulted to Show all. |
Last Progress | Choose from a dropdown list that filters the actions per the last progress update. Defaulted to Show all. |
Related Plans | Drop down list of related plans added through 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. Defaulted to Show all. |
Budget Type | Drop down of the budget types that are setup on actions. By choosing a budget type, user can filter actions for the same. Defaulted to Show all. |
Hide Completed | Ticking this would exclude all completed actions from the list. Ticked by default. |
Hide Cancelled | Ticking this would exclude all cancelled actions from the list. Unticked by default. |
Save as default | Save the current filter selection as default. |
Hide Deferred | Ticking this would exclude all deferred actions from the list. Unticked by default. |
Search | Actions can be searched for the set filter criteria using this button. |
Clear filters | Clear the current filter selection and restore the default filter state. |
Kanban View
Actions are displayed using a column-like graphical interface grouped by action status.
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