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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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STEP 3: The Reporting Year Drop-down will be set to the current year by default and enable you to see all executive reports for that year. Select the relevant executive report from the 'Executive Report' drop-down list which your comment should flow into.
Below the drop-down filters, you can see contextual information relating to the action.
You are able to have different comments for different reports depending on the audience.STEP 4: Under the ‘Executive’ area you can add the following:
Title.
Executive Comment on the progress of the action.
STEP 5: If a ‘Progress Comment’ has already been entered for this action, you have the ability to append those comments and then draft your final Executive comment. To do this, choose the ‘Append Progress to exec. Comment’ option in the drop-down menu and click ‘Go’.
Alternately, you can also choose to append the last Executive Comment made for this action via the same drop-down. To do this, choose the ‘Get the latest Exec. Progress Update’ option from the drop-down menu and click ‘Go’.STEP 6: The Business Highlight area provides users with an additional comment field if required for Executive Reports.
The ‘Copy Progress for Highlight’ button appends the latest Action Progress Comment to the Business Highlight field.STEP 7: Click the 'Save' icon to save entered details.
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STEP 4: To track progress, choose a status description and enter a percent complete.
Apart from the above, you can update the following fields as well:Revised start and end dates.
Completion date (Your Administrator can make Task completion date mandatory/optional via Planning settings > Make Task Completion Date Mandatory [When ticked, actions and tasks cannot be marked as completed and save without entering a completion Date which will be considered as a mandatory field.])
Milestone comment (optional field - contact CAMMS Helpdesk to get this activated)
STEP 5: Click the 'Save' icon to save entered details.
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