CRM PPR Advice - Recording an ICP (TaskCard)

Modified on Tue, 8 Jul at 11:50 AM

CRM/FUSION Task Card

CDP – Provider Performance Report (PPR)

Record Improvement Commitment Plan (ICP)

Introduction

Use this Guide

If you have completed a CDP PPRXX assessment and the CDP Grant Activity requires an Improvement Commitment Plan (ICP) you MUST record this in CRM/FUSION for reporting purposes.

Overview

Improvement Commitment Plan (ICP) is recorded as an ACTION ITEM, Why?

Reduces reporting requirements for NIAA Engagement Officers
Single Source of truth for real-time reporting (CDP Performance Team/Regional Managers)

Recording PPRXX Improvement Commitment Plan ACTION ITEM;

Navigate to CDP GRANT ACTIVITY	Step 1

⚠ Note: You will need to have the Share+ LINK to the Improvement Commitment Plan

Access Required

FUSION Access Roles:
1. Assessor – Engagement Officer
2. Approver – Nominated FUSION User

Taskcard Video (MS Stream)

Protected Network (@niaa.gov.au) - Record ICP Video Walk through

Video	Link	Comment
CDP PPR Advice - Navigate to PPR Dashboard	PNET Link	How to navigate to PPR16 Dashboard
CDP PPR Advice - Navigate to CDP GRANT ACTIVITIES	PNET Link	How to navigate to CDP Grant Activities
CDP PPR Advice - Record ICP or PCP	PNET Link	Note PPR16 ALL ICP and PCP have been created by CRM Team with CDP Performance
CDP PPR Advice - Action ICP or PCP Task (Reminder) and Appointment	PNET Link	Appointment can be changed to align with locally agreed appointments, please use this appointment.
CDP PPR Advice - Monitor ICP and PCP Progress	PNET Link	How to navigate to PPR16 Dashboard and see outstanding Tasks and Appointments

Recording Improvement Commitment Plan ACTION ITEM

Step 1 – NAVIGATE TO GRANT ACTIVITY after completing PPR Site Visit Assessment
Navigate to CDP Grant Activity
Instruction	Screenshot
Navigate to ACTION ITEM tab [1]
ADD + NEW ACTION ITEM [2]
THIS WILL TRIGGER THE NEW ACTION ITEM FORM - Goto Step 2

Step 2 – Create Improvement Commitment Plan ACTION ITEM
From Action Item Type [1] Select IMPROVEMENT COMMITMENT PLAN [2] ⚠*Note:* *Regarding, Grant Activity and Organisation will default to CDP Grant Activity and should not be changed.*
Complete additional fields (optional) Description = Additional info only Responsible Party = NIAA Responsible Person = NIAA Region Staff Agency Region = Region Due Date = See CDP Perfromance Priority = Normal Confidentiality = Internal Only Stakeholders = Provider contact	Example only
Select Save or Save & Close to confirm updates

Step 3 – Add Share+ link of Improvement Commitment Plan
From the Action Item Form (Can be selected from Site Visit Assessmnet or Grant Activity) Navigate to the ACTION ITEM TIMELINE [1] Add NOTE [2]
From the Note Record Add TITLE [1] Paste Share+ Hyperlink to link ICP FILE [2] Select Add Note [3]
To copy Hyperlink from Share+ Click Elipsis (three dots) next to file [1] From the Pop-up Click Clipboard Icon [2] CTRL + V back in note to Add Hyperlink in the Description field.
DONE the Improvement Commitment Plan is now added as an ACTION ITEM
Still too Hard? No worries contact CRM Team, we are here to Enable You See Help and Support below
⚠Note: CDP Performance Reporting will use the following filters - ACTION ITEM + Improvement Commitment Plan

End of process

Help and Support

Please create a from Grants Front Door:

Click this Link

Add form see Example

contact help-CRM@niaa.gov.au
Refer to the CDP Operational Guidance in the Provider Portal for guidance material.
For CRM/FUSION Release Notes, refer to the CRM/FUSION Release Advices Share+ folder
If you require system support with CRM (including access), contact the CRM Helpdesk: