The Progress tab allows Completion Targets to be entered against the periods shown. You can also update Action progress via this page but the Quick Update method is recommended as it is far more effective.
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Note: The number of periods displayed here will have been determined as per your organisation’s reporting cycle at your Scoping Day. These are most commonly set to monthly or quarterly. |
STEP 1: Enter an explanatory comment about the progress of the item.
STEP 2: To view previously entered comments and changes made, click the HISTORY icon.
STEP 3: In order to track progress, choose a Status Description and enter a Percent Complete. If the Action has already started, update the status as ‘In progress’ and enter a Percent Complete.
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Where the Action has Tasks, the individual Task progress comments can be appended to the overall Action progress comments by clicking the 'Append Task Comments' button.
STEP 4: To specify targets, click the Edit button on the right of the Target grid.
STEP 5: Select the 'Reporting Year' and specify the targets.
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Note: Note how the reporting year selection only provides options for those years which fall within the range of the Action’s start and end dates. |
STEP 6: Then click the 'Update' button.
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STEP 7: Click 'Save' to save the information added.
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