Action Plan Progress Follow-Up
HOPEX Enterprise Risk Management offers the opportunity to regularly remind the action plan responsible user that he must update the progress of his action plan using a steering calendar.
Using a steering calendar
You can connect a Steering Calendar to the action plan if you plan to remind regularly the action plan responsible user so that action plan progress can be updated.
To specify a steering calendar:
1. Open the properties of the action plan.
2. In the Steering Calendar field, select for example "Action Plan - Monthly Progress Report".
To create a steering calendar, see technical article HOPEX Power Studio - Steering Calendar.Specifying action plan progress rate
Within the framework of a "bottom-up" workflow, once the action plan has been approved, the Risk Manager or the functional administrator can specify progress on the action plan.
For more details, see Specifying action plan progress rate.The action plan progress rate can be specified if the action plan is in the status "In progress", that is it has been validated.
To indicate progress of an action plan:
1. Open the properties of the action plan and expand the Action Plan Progress section.
2. In the Progress Rate table, click New.
The Progress Rate creation page appears.
3. Specify the Name of the progress rate.
4. Specify the Updated Progress Percentage and add a percentage Comment, if required.
5. Verify the Progress Date.
6. Specify the Progress Assessment:
• Delayed
• On Time
7. In the progress rate properties page, click OK.
The progress rate appears in the list.
The Last Progress Percentage and Last Progress Percentage Comment fields are updated.