The procedure to view outstanding actions within a resource plan is as follows:
), if not already active. The default Home panes are displayed.
1. The Outstanding Plan Actions pane is in focus, revealing a list of all resources where outstanding actions exist
2.
3. Certain fields are worthy of special note and are captured in the table below.
Note
1 The default Home panes are configured at user account level.
2 Only those resources that are linked to the same functional unit as that of the end user will be displayed. Where functional units have not been employed, all resources with outstanding actions will be displayed.
3 To revert the pane back to the original size click on Collapse.
Field |
Description |
Resource |
For asset void episodes, this field displays the associated address; for non-organisation assets or services, the description is revealed. |
Action Plan |
The current plan associated with the resource. |
Current Action |
The current action for the resource, obtained from the associated plan. Where multiple outstanding actions exist for the same resource, each will be displayed separately on a discrete row. |
Date Started |
This field denotes the date on which the action was commenced. |
Target Date |
This field denotes the target completion date for the action. |
SLA |
This field displays a colour-code SLA indicator, summarising 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...
To view available resources for potential allocation
To add an additional waiting list to a resource
To view the current action plan for an asset void episode