To view the current action plan for a nominations resource

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The procedure to view the current action plan for a nominations resource is as follows:

  1. Navigate to Quick Menu > Allocations > Configuration > Resources. The Resource Details window is displayed.
  2. Expand a category heading and linked resource subtype from the alphabetical list and select an associated nominations resource, or enter its name into the Search Resources field. By default the list is filtered to show Current resources. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
  3. Click on Action Plan. The Action Plan tab is activated, revealing the name of the Current Plan name, the Start date (the date on which the plan was commenced), the Target date (the planned completion date for the plan) and the Current milestone (the action within the plan with the closest completion date pending and where the number of assigned target days have elapsed).
  4. In addition, all actions linked to the nominations resource, both from current and previous plans, are displayed in the Action HIstory summary table 1. Certain fields are worthy of special note and are captured in the table below.
  5. Click on Close.


Tip

1 By default, all actions are displayed in chronological order; to aid in identification and analysis, rows can be reordered by clicking on any of the available headings.

Note

1 The Search Resources field will match against any element of the nominations resource description.


Field

Description

Plan

The name of the plan to which the action is linked.

Action

The description of the action linked to the plan.

Start date

The actual date on which the action was commenced.

Target date

The proposed completion date for the action, derived from the default number of target days assigned to it.

Revised

A Boolean indicator to denote that the action target date has been amended from the originally calculated value.

Target days

The number of days remaining before the target completion date is reached.

Complete date

The actual date on which the action was completed.

Notes

The contextual information added to the action record in support of the current status progression.

SLA

A colour code indicator to summarise the status of the action relative to the target date (Green - Amber - Red). Green = The action is on track; Amber = The warning days limit set for the action has now been reached; Red = The target date set for the action has expired.


See related topics...

Nominations resource management overview

To view the application offers for a nominations resource

To view the allocation matches for a nominations resource

To add an action plan to a nominations resource