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STEP 2: You can also navigate directly to the Action Detail screen by clicking on the action title hyperlink.
STEP 3: To update, select one or many items that you want to update by ticking the checkbox on the left and click 'Action Quick Update' to move to the Action Quick Update page section.
In addition to the Action Quick Update, executives can provide their comments for an action.STEP 3: To update executive comments, select an action and click the 'Executive Update' button which will direct you to the quick executive update area. However, only users with executive permissions will be able to modify this data.
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STEP 1: Search for the actions using the Quick Action Search method
STEP 2: Once all the items you want to update are ticked, click on the 'Action Quick Update' button which will take you to the Action Quick Update page. This same page displayed when expanding the update area for an action in My Quick Update page is shown here too.
At the top of the page, you see where the item fits within your planning hierarchy to give you some context.
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In addition to the Quick Action Update, executive officers can provide his/her executive comments for an action which can be included in a number of Executive Reports. This allows the senior officers to view and/or amend the reporting officer's comments.
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Clicking the 'Task Quick Update' button will take you to the Task Quick Update page section.
Quick Task Update
The Quick Task Update functionality provides easy access to actions and updating of task information. To access Quick Task Update, follow the steps below.
STEP 1: Search for the tasks using the method explained in the Quick Task search.
STEP 2: Once all the items you want to update are ticked, click on 'Task Quick Update' which will take you to the Task Quick Update page.
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Clicking the 'KPI Quick Update' button will take you to the KPI KPI Quick Update page section. This same page that is shown to when updating from your homepage or from the Quick KPI Search area is shown after clicking.
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The visibility of some fields can be controlled by the Administrator from within the "KPI Quick Update Settings" area.
STEP 3: Enter the actual in the relevant text box.
STEP 4: Specify the comment for the relevant period in the comment field.
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