CRM PPR Advice - Recording an ICP (SOP)

1.1.CDP.1 CRM/FUSION Standard Operating Procedure (SOP);

PPR Advice Recording an Improvement Commitment Plan (ICP)

Overview:

Priority: HIGH

Exemptions: NIL

Recording an Improvement Commitment Plan (ICP) in CRM/FUSION enables a single source of truth for NIAA to record, manage and report the status and progress of every ICP.

Quick Summary:

Use ACTION ITEM record to record ICP from PPRXX.

FROM GRANT ACTIVITY using ACTIONS & TIMELINE tab

DONE

Business Owner:

Nicki Amarathithada, Director CDP Performance

23-July-2024

Galambany Stream:

Data and Information [LEAD]

Engagement

Detailed:

Expected time for User to complete:

Action Item <5minutes to create (min fields)

Recording a Good News Story.
What What is the work to be actioned?	Recording an Improvement Commitment Plan (ICP) When a CDP Provider has performance rating below satisfactory an ICP is required
Who Who is responsible to action work?	NIAA staff member attending event(s). CDP Grant Activity Engagement Officer CRM Team can action if requested by Regional Staff; Ticket Type = Grant Front Door Ticket Grant Lifecycle Phase = Manage Job Type = CRM SubType = Other Description = provide; CDP Region, NIAA Region, Due Date, Improvement Commitment Plan or Performance Commitment Plan
When What SYSTEM is the work to be actioned in?	Following the completion of the PPR Site Visit Assessment (SVA) of PPRXX.
Where What SYSTEM is the work to be actioned in?	ICP MUST be recorded as an ACTION ITEM in; CRM/FUSION, tracked from GRANT ACTIVITY
How What is the work to be actioned?	SEE CRM TASKCARD - Recording an ICP From GRANT ACTIVITY navigate to ACTIONS & TIMELINE tab. Click  "+ New Action Item" button Select  "Action Item Type" - "Improvement Commitment Plan"
Why What is the work to be actioned?	Using CRM/FUSION will enable a Single Source of Truth to record, manage and report on CDP Improvement Commitment Plans related to PPRXX. Reduce impact on Regional Workforce for reporting by CDP Performance to Regional/Group Managers, NIAA Senior Executive and Ministers Office.
Support
Standard Operating Procedure Detailed Business Process for consistency.	Recording an Improvement Commitment Plan (SOP)
TaskCard Detailed System Process for consistent recording, managing and reporting  of Stakeholder Management.	Recording an Improvement Commitment Plan (TaskCard) ICP : The Grants Front Door (freshdesk.com)
Video Walk through	Recording an Improvement Commitment Plan
Protected Network	Protected Network (@niaa.gov.au) - Record ICP Video Walk through
CRM/FUSION View PPR16 ICP/PCP	5CDA-CDP PPR16 - ICP