Select My Project Actions from the My Quick Update drop down menu.

Open

Figure 1.1

By default, this section will display risk actions:

• Which are linked to Open projects.

• For which you are assigned primary or secondary responsible officer positions.

• For which you have view permission to the corresponding Risk Assessment object.

• Risk actions which are NOT completed.

• Risk actions which are NOT deferred.

• Risk actions which are NOT ongoing.

In order to edit risk action information, the relevant project should be opened.

Risk Actions will be first grouped by the ‘project’, then by the ‘risk’ to which the risk actions are linked. Projects will be ordered by their project code. Risks under a particular project will be ordered by the risk code. Risk actions under a particular risk will be ordered by the Risk Action title.

Inline Quick Update will display the below given information for each risk action:

1. Title – Displays the title of the risk action. The risk action title is hyperlinked. Clicking on the title will navigate you to the risk action details page.

Open

Figure 1.2

2. Progress Comment – A text box to enter the progress comment for the action. The latest progress comment will be displayed. Editable.

3. Status – A dropdown list of action statues in the system (i.e. Not Started, In Progress, completed etc). Allows you to select the status for the risk action.

• Based on the % Complete value entered in ‘% Complete’ field, ‘Status’ will change automatically as follows.

• If the ‘% Completed’ is ‘0’, then ‘Status’ dropdown value will be ‘Not Started’.

• If the ‘% Completed’ value is ‘0 <value <100’, then ‘Status’ dropdown value will be ‘In Progress’.

• If the ‘% Completed’ value is ‘100’, then ‘Status’ dropdown value will be ‘Completed’.

4. % Complete – Displays the % complete slider bar and the % complete numeric figure.

You will be able to adjust the risk action percent complete using the slider and the % complete figure will change accordingly. You will be shown the % value when dragging the slider indicating the appropriate % complete value for the project.

You also can enter the % complete value and the slider bar will automatically change to represent that numeric value.

Based on the risk action status selected within “Status” dropdown, %complete slider bar and the % complete numeric value will change automatically as follows.

• If ‘Status’ is ‘Not Started’, then ‘% Complete’ will be ‘0’ and non-editable.

• If ‘Status’ is ‘Completed’, then ‘% Complete’ will be ‘100’ and non-editable.

• If the ‘Status’ is ‘Ongoing’, then ‘% Complete’ will be blank and non-editable.

• If the ‘Status’ is ‘In Progress’, then ‘% Complete’ will be editable and the value will be ‘0 <value <100’.

• If the 'Status' is ‘Deferred’, then '% Complete' will be editable and the value will be '0 <value <100'.

The colour of the slider bar represents the risk action performance.

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

When the action's status is either ‘Deferred’ or ‘Ongoing’, the performance would always be set to ‘N/A’.

When an action has the status ‘Not Started’ or ‘In Progress’, the performance will be calculated as below:

 Performance = (Actual Percent Complete/Target Percent Complete) * 100.

The ‘target’ for the risk action is the expected %complete to the system date (will be calculated based on the risk action start and end date as mentioned below).

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

      Target = [(Current System Date - Action Start Date) / (Action End Date - Action Start Date)] * 100%

Example: If the duration of the action is two months, at the end of the first month, the performance target will be calculated to be 50%.

The ‘actual’ for the risk action is the % Complete entered by the user.

2.1 Performance Thresholds 

The performance thresholds will have the following default values. 

On Track:  >= 90

Off Track:  < 70

Monitor: Less than 90 and greater than or equal to 70 

You can change the threshold values under the Progress Calculation page, accessed under, Framework > Project Settings > Progress Calculation.

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’.

5. Email Icon – Click on the email icon to send an email based on the risk action update. A popup window will be displayed to send the email to a staff member within the organisation or to a separate email address.

You can expand the risk action by clicking the arrow placed before the risk action title. The exiting risk action detail screen will be displayed in the expanded view.

The following filters are available for My Risk Actions.

• Title – A text box which allows you to type in the risk action title and search for the risk action.

• Start Date and End Date – Date pickers to filter the risk actions by the risk action start and end dates.

• Status – A dropdown lists of all risk action statuses defined in the system. Selecting a status will display only the risk actions of selected status. Defaults to ‘Show All’.

• Last Changed – A dropdown list of all predefined time frames (e.g. over a week ago, over a month ago, over 3 months ago)Selecting a time frame will display all risk actions that have been updated within the time frame specified. Defaults to ‘Show All’.

• Hide Completed – Ticking this will exclude all completed risk actions from the list.

• Hide Deferred – Ticking this will exclude all deferred risk actions from the list.

• Hide Ongoing – Ticking this will exclude all ongoing risk actions from the list.

• Save as Default – Ticking this will save the current search.