The Actions section allows all Actions to be captured, managed and processed. It allows data to be displayed in differing and strategic views so that it can inform any decision-making, resource allocation, and stakeholder engagement. Actions are planned to mitigate any negative impacts, exploit any positive impacts and realise the anticipated benefits of a change. Insight allows you to plan any needed Actions and to track the execution of these Actions.
Actions are summarised by both their Progress Status and RAG Status and by viewing these in different ways (such as by who they are Assigned to, the Business Area the Action is related to and Audiences) - patterns, dependencies, and risks can be identified that might not be apparent when looking in isolation. Combined this allows you to effectively track Actions to ensure optimal delivery.
This article details how to:
Utilise all three parts of the Actions section of Serendata – Actions, Action Report and Change Action Plan.
Step | Action |
1 | Click on the left-hand side of the screen. |
There are three tabs within Actions that are then available to End Users.
Field | Description |
Actions | The tab lists all Actions assigned to a Project. Key information stored on each one include Name, Description, Action Type and Status. |
Action Report | The tab graphically displays the Progress Status and RAG Status of Actions across multiple categories. |
Change Action Plan | This tab displays a timeline of all actions recognising any gaps in the data. |
Actions
The Actions tab allows you to see a list of all Actions on a Project. Information displayed on each Action is as follows:
Field | Description |
RAG Status | This field displays the RAG Status for each Action |
Ref No | This field displays a unique system-based reference number for each Action |
Name | This field displays the Name of the Action |
Description | This field displays a brief Description of the Action |
Action Type | This fields displays the Type of an Action |
Assigned to | This field displays information who the Action is Assigned to |
Impacts | This field displays the Impacts relating to an Action |
Status | This field displays the status for each Action. The various statuses that can be displayed within this field are: Cancelled, In Progress, On Hold and Completed |
Start Date | This field displays the date on which the Impact was captured or the date on which the Impact is active. This field can be used as required on the Change Management Project |
End Date | This field displays the Resolution Date for an Impact |
Stakeholder Owners | This field displays the person responsible for the Action |
There are a range of buttons available from within this tab. Note: Most of the buttons will remain greyed out until an Action in the list is selected. To select an Action, select the required checkbox. The table below details each icon:
Field | Description |
 | This icon represents Create. This icon allows you to create a new Action. Clicking it will open a Text Field to enter the name. |
 | This icon represents Review. This icon allows you to review an Action. You will also have the option to add a note for the review. |
 | This icon represents Link. This icon allows you to link an Action to an Impact, Stakeholder or Label |
 | This icon represents Email. This icon allows you to email an Action. |
 | This icon represents Delete. This icon allows you to Delete an Action. |
 | This icon represents Duplicate. This icon allows you to Duplicate an Action. |
 | This icon represents Export. This icon allows you to Export an Action. It will be exported as a downloaded .csv file. |
 | This icon represents Text Wrap. This icon allows you to wrap the text of an Action. This will allow you to see all text without expanding the columns. |
 | This icon represents Clear Filters. This icon allows you to clear any filters that may be active on any of the data. |
 | This icon represents Reset Columns. This icon allows you to reset the columns back to their original state, removing any edits made to them. |
In addition to this, hovering over any column title in the list of Actions will produce a Menu button (
). This then opens a pop-up window which provides the opportunity to edit columns, filter or search.
With the original Menu tab selected, the user can execute a number of actions.
Pin Column – allows you to pin the selected column to left or right.
Autosize This Column – allows you to autosize the column back to default size.
Autosize All Columns – allows you to autosize all columns back to default size.
Reset Columns – allows you to reset columns back to their original state, removing all edits made to them (like the Reset Columns icon).
With the middle Filter tab selected, you can apply a filter from the drop-down menu to the Actions
With the right-hand Columns tab selected, you can search for a particular column or select or deselect any of the available columns. This effectively hides or unhides a particular column. In the example above, all columns are selected, and therefore visible. To hide a column, you can deselect the checkboxes accordingly.
To the right of the screen, there is also a text input field which allows you to Search for a particular Action in the list, if preferred.
Action Report
The Action Report tab displays the Actions in graph form. There are two Status report styles:
Status Report | Description |
Progress | This displays the Progress Status of an Action.  |
RAG | This displays the RAG Status of an Action.  |
To view further Action data, simply click the relevant part of the bar. This will take you to the Actions Tab, with a list of Actions related to the Status clicked on.
You can tell the data is filtered because the Clear Filters icon in the Button Bar is active, instead of greyed out. When the data is unfiltered, the Clear Filters icon is greyed out.
Change Action Plan
The Change Action Plan tab displays Action data in a variety of graphs and charts that allow the user to home in on different aspects of the Actions.
Total Actions by RAG refers to a metric that displays the total ‘number’ of active Actions within an Organisation, displayed within Projects. In the above example, there are 3 Impacts entered across all Projects. RAG: Each one of the Impacts are grouped into Risk Categories – Red, Amber, Green, Completed and Unknown, which are colour coded according to the key. When you hover over the ‘doughnut’, you will see the Action number for each category. Clicking any section of the ‘doughnut’ will also take you to a filtered list of relevant Actions and their detail, in the Actions tab.
Gap Analysis indicates the percentage difference between the current and desired states in data completion. In the above example, 100% of all Action data has been completed. When you hover over the doughnut, the green section determines the number of Actions completed on heatmap, and the grey section determines the number of Actions not shown due to missing data.
The Action Plan shows you the timeline for each Action and tracks progress. The 4 progress stages are: Not Started, In Progress, Completed and Overdue, which are colour coded according to the key. Below the Action Plan you can filter by Action Type by clicking on the Action Type below. For example, if you click on Training, it will display the action plan relating only to training.
Clicking any coloured data element on the Action Plan will open a detailed view displaying the impacts related to the action.
This completes the guide for Actions.
