CRM CDP - Record Performance Commitment Plan (PCP)

Modified on Tue, 8 Jul at 11:30 AM

CRM/FUSION Task Card

CDP – Provider Perfromance Report (PPRXX)

Record Performance Commitment Plan (ICP)

Introduction

Use this Guide

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

Overview

Performance 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 Performance Commitment Plan ACTION ITEM;


AFTER completing the PPRXX Site Visit Assessment	Step 1

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

Access Required

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

Taskcard Video (MS Stream)

Protected Network

O365 MS Stream - Protected Network

Recording Performance Commitment Plan ACTION ITEM

Step 1 – Navigate to CDP Grant Activity and Create Action Item
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 Performance Commitment Plan ACTION ITEM
From Action Item Type [1] Select REMEDIATION COMMITMENT PLAN [2] (Reference Data being updated to reflect Performance Commitment Plan) ⚠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 ShareHub link of Performance 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 ShareHub Hyperlink to link ICP FILE [2] Select Add Note [3]
How do I get the ShareHub link to paste above? See below
To copy Hyperlink from ShareHub 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 Performance 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 + Performance Commitment Plan

End of process

Help and Support

Please create a from Grants Front Door ticket:

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 ShareHub folder
If you require system support with CRM (including access), contact the CRM Helpdesk: