My Actions

My Actions area shows all actions that you are identified as a “Responsible Officer”, ordered by Action ID.

For each action, following data are displayed by default.

Field	Description
Title	Refers to action title. Clicking on the hyperlinked arrow right before the title will open action details and executive update sections beneath the action title.
Discussion Forum	Discussion Forum can be used to perform collaborative discussions on each action. Discussions can be initiated with individuals or personal groups which is on interest. Discussion Forum configurations are located in Configurations>Discussion Groups (Administrative) and My Settings>Personal Discussion Groups.
Tasks	Tasks defined under actions can be seen by this option.
Email	Clicking on this icon enables you to send an email based on this actions progress. A popup window will be displayed to send the email to a staff member within SYCLE or a separate email address.
% Complete	Scale of the progress bar reflects the action progress in % and colour represents the action performance for the latest completed period. For the actions which are at ‘off track’ state, the bar will become red For the actions which are at 'monitoring’ state, the bar will become amber For the actions which are at 'on track’ state, the bar will become green For the actions which are not set with targets, they become grey Progress bar Indicator will display a blank state in following instances: For ongoing actions where the action progress values are not specified in the system by default. Actions for which target values have not been set within Action> Progress tab. Progress bar indicator will be based on the periods' performance - action YTD actuals against the period target. Thresholds are set within the Admin area and can be changed to suit organisational requirements by the Administrator. See Action Progress Threshold area. The default Threshold is: On Track (>=) 90 Off track (<) 70 Monitor (<90 and >= 70) (based on the on track and off track numbers). Less than 90 and greater than or equal to 70.
Target	Defaulted to the target of last closed period, unless your administrator changes this to show the current period. Your administrator can do this through the system settings area.
Status	Displays the latest action status.
Start Date	Refers to the start date of action.
End Date	Refers to the end date of action.
Completion date	When an action is completed, completion date will be enabled. This field will be non-editable for actions which are not completed. Your administrator can make action completion date mandatory/optional via Administration>Settings> Make Completion Date Mandatory
Progress comments	Latest progress comment is displayed here. You can do any updates as required.
% Complete	Action percent complete displaying the latest Action progress. This can be edited.
Period	The period which the target is been driven. i.e. this is the period which shows your YTD performance. Note: Your Administrator can change this to show either current period or last closed period for your organisation through the settings. The default value is set as per last closed period.
Progress	Progress bar (Green) indicating percentage completed.

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.

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.

Please refer the Common Icons to use the icons effectively, when you are updating individual or multiple records.

Setting a Status of ‘Not started’ or 'Ongoing' will automatically set the percentage to 0%.

Setting a Status of ‘Complete’ will automatically set the percentage 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/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 a % complete that is editable. This field may have a number added between 0 and 100 only.

Last revised: September 04, 2018