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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.

Info

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 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.

Info

Notes:

  • Setting the Status as ‘Not started’ or 'Ongoing' will automatically set the percent complete to 0%.

  • Setting the Status as ‘Complete’ will automatically set the percent 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 or 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 an editable Percent Complete field. This field may have a number added between 0 and 100 only.

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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Notes:

  • Targets are cumulative. When entering individual period targets, you need to enter them as a cumulative value. All targets put in are what you would expect the total % complete to be at the end of that specific period.

  • Having entered a one hundred percent target for a particular period, you should make sure to enter one hundred percent for any other period that follows. This will prevent the system from comparing a zero target against a one hundred percent completion status and from displaying incorrect information in progress reports.

  • You must enter targets so that the Action can have a performance determined on the My Performance page gauges and throughout various progress reports. If the Action does not have any targets, a performance cannot be calculated and the Action will not have an impact on the My Performance page gauges.

  • STEP 7: Click 'Save' to save the information added.

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