Incident Workflow – Action Object

Any corrective actions can be recorded. In addition to general details of actions such as title, description, start, end dates an organisational unit and a responsible person can be specified. The action responsible person is then responsible for the progress of the action.

Functionality to integrate the incident actions to interplan action will be available with a later release.

To add a new action:

• STEP 1: Go to Action tab and click the New button.

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Figure 1.1

• STEP 2: Enter required details and click Save to save details.

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Figure 1.2

The record will be added to the action list in the actions tab. The user selected as the responsible officer of the action will be notified via e-mail (if configured by the administrator) and the action will be visible in his/her My Quick Update > My Actions.

These actions will be updated with progress by the responsible officers similar to actions available in other CAMMS products.

Performance Calculations

• Where the action's status is ‘Completed’, the performance would be always set to ‘On Track’.

• Where the action's statuses are either ‘Deferred’ or ‘Ongoing’, the performance would be always set to ‘N/A’

• Where an action has the status ‘Not Started’ or ‘In Progress’, the performance will be calculated as below:
  Performance = (Percentage Complete / Target Completion %) * 100

  • Percentage Complete = The actual performance of the action based on the percent complete value added (between 1 – 99). This is added by the user in the ‘% Completion’ field within the risk action.

  • Target Completion % = Target will be calculated considering the start and end dates with linear progression, whereby performance would be 0% on the start date, and 100% on the end date. 

    • Target = [(Current System Date - Action Start Date) / (Action End Date - Action Start Date)] * 100%
      Example: If the duration on the action is two months, at the end of the first month, the performance target will be calculated to be 50%.

    • If the ‘Current System Date’ is equal to the ‘Start Date’, then the calculated Target will be 0. In this event, the performance indicator will be shown as ‘On Track’. The performance calculation will be disregarded.

    • If the action has a ‘Start Date’ which is a future date, irrespective of status or % Complete, the performance indicator will be shown as ‘On Track’.

Performance Threshold Values

The threshold values are set as shown below:

• On Track: If the percentage complete value is greater than or equal to 81

• Off Track: If the percentage complete value is less than or equal to 60

• Monitor: If the percentage complete value is less than or equal to 80 and greater than or equal to 61