Strategy My Quick Update – My Actions
- amani imtiyas
- Paul Angelo (Unlicensed)
This article contains: |
1. Overview |
There are two types of views for Actions in the My Quick Update area, which are mentioned as follows:
Grid View
Kanban View
The preferred view can be selected by clicking on this icon below.
2. Grid View |
Action area shows all actions that you are responsible for, ordered by Action ID.
For each action, following data are displayed by default.
Field | Description |
|---|---|
Title | Each action can be expanded and the title hyperlink will open in a new window by default. According to the settings configured by your Administrator, the hyperlink will be enabled or disabled. When enabled, it opens the relevant record in a new tab or in a new window. |
Discussion Forum | Each action has a separate discussion forum available for the members to communicate with each other regarding a particular action. |
Clicking on this icon enables you to send an email based on the relevant action’s progress. A popup window will be displayed enabling you to send an email to a staff member within CAMMS or to a separate email address. | |
Tag | Tags added to the action are indicated below the Action title. Note: ‘Enable tags to Actions, Tasks and KPIs’ setting should be enabled to view tags here. |
% Complete | Progress bar indicates the percentage completed and the bar will display the following based on the configurations within Administration>Settings>Progress Calculation area. If the project which is ‘off track’, the bar will become red. If the project is ‘ongoing’, the bar will become yellow or amber. If the project is ‘on track’, the bar will become green. Progress bar Indicator will be blank(unlit) in the following instances;
Progress bar indicator will be based on the period’s performance, i.e.; action YTD actuals against the period target. Thresholds are set within the Administration area and can be changed to suit organizational requirements by the Administrator. See Action Progress Threshold area for further information. The default threshold is:
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Target | Target set for the Action is displayed here. This is set to the last closed period by default, unless your Administrator changes it to show the current period. The changes can be made in the Settings page. |
Status | Editable drop down menu which displays the latest status of the relevant action. |
Start Date | Allows the user to set the start date as you start the action. Once the date is set, the user will need to go below to the expanded area called ‘Quick Progress’ in order to update the start date. |
End Date | Allows the user to set the end date as you start the action. Once the date is set, the user will need to go below to the expanded area called ‘Quick Progress’ in order to update the end date. |
Completion Date | When an action is completed, Completion Date field will be enabled. This field is non-editable for incomplete actions. Your Administrator can make the action completion date mandatory or optional via Menu > Administration > Settings > Make Completion Date Mandatory. |
Progress Comments | Latest progress comment is displayed here. You can make updates in the given text box when required. |
Expanding the actions will show you the Quick Progress area where you can see the detailed description of each action.
Within the expanded section you can see the last updated date and time. By clicking on the clock icon, the user will be able to see the history of each task. save icon is clicked to save the changes you do within each action and the spell checker icon is used to check the spellings.
Field | Description |
|---|---|
Department | The business unit to which the action is assigned. |
Strategies | Choosing the right strategy is done first before linking a project to an action or to a task in the system. |
Revised Start Date | Allows to change the start date. |
Revised End Date | Allows to change the end date. |
Percent Completed | Updating the completed percentage can be done by using this option. |
Expanding the actions will also show the Executive Update area where you can see the current functionalities of executives for each. Details of latest updates will be displayed at the top of the area.
Field | Description |
|---|---|
Department | Shows the related department of a certain action. |
Click on the filter icon to filter your actions:
Following filters are available:
Filter | Description |
|---|---|
Search | A text box that allows you to perform a keyword search on actions you are responsible for. |
Tags | Drop-down list of Tags (configured through Tag Configuration). By Selecting a Tag, you will be provided with a list of Actions that tagged with the chosen tag. The default action is ‘Show all’. Note: ‘Enable tags to Actions, Tasks and KPIs’ setting should be enabled to view tags here. |
rarchy | Drop-down list that lists all hierarchies in the system (including custom hierarchies). Selecting a hierarchy would display your actions that are linked to that particular hierarchy. |
Hierarchy Level | Drop-down list that shows all hierarchy levels under the hierarchy you selected on the above filter. Selecting a hierarchy level display your actions that are linked to that particular hierarchy level. |
Hierarchy Node | Drop-down list that shows 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 that particular node. |
Action Filter | Drop-down list that shows all the available Action Filters. By choosing an Action filter, a list of actions with the chosen Action Filter will be populated. The default action is ‘Show all’. |
Status | Drop-down list that shows all possible action statuses. Selecting a status would display all Actions currently in the selected Action status. The default action is ‘Show all’. |
Risk Rating | Drop-down list that shows all risk rating types that are defined only in the standard core. This does not link to the integrated risk manager. Therefore, this is applicable only if you use the standard risk rating drop-down menus. The default action is ‘Show all’. |
Action Grouping | Drop-down list that shows all action groupings which are customized for the organization. Selecting an Action group would filter all actions that pertain to the chosen action grouping. |
Reporting Year | Drop-down list of reporting years. By filtering the Reporting Year, the Actions that run across the selected year and are active in the current period will be displayed. The default action is ‘Show all’. |
Last Progress Update | Drop down list that filters the Actions per the last Progress Update. The default action is ‘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. The default action is ‘Show all’. |
Budget Type | Drop-down list of the Budget Types linked to Actions is provided. By Choosing the Budget Type, the Actions will be filtered according to the selected budget type. The default action is ‘Show all'. |
Hide Completed | Ticking this box excludes all completed Actions from the list. Unticked by default. |
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.
3. Action Progress Update |
Once you expand a particular action block using the expansion arrow icon, the following detailed view can be seen.
Quick progress – further action details would be seen under this view. Also, action title is displayed as a hyperlink so that action can be loaded in a new tab for extended updates.
2. Executive update – executive updates related to actions can be given through this interface.
Following filter options can be used for action filtrations within My Quick Update page.
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. |
4. Kanban View |
Actions are displayed using a column-like graphical interface grouped by action status.
To View more details, click on the three dots on the Action Card and click as shown above.
Now you can have a much more detailed view of the action that you clicked on.
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