CDP PPR Advice - Change the Status of an ICP/PCP (ACTION ITEM)

1.1.CDP.2 CRM/FUSION Standard Operating Procedure (SOP);

PPR Advice Updating STATUS of an Improvement Commitment Plan (ICP)/Performance Commitment Plan (PCP)

Overview:

Priority: HIGH

Exemptions: NIL

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

Quick Summary:

Use ACTION ITEM to change the status of an ICP/PCP.

FROM the CDP GRANT ACTIVITY 

NAVIGATE to ACTIONS & TIMELINE tab

SELECT the ICP/PCP ACTION ITEM

FROM the ACTION ITEM select the ADMINISTRATION tab

SELECT the STATUS REASON and change the STATUS from the drop down and click SAVE & CLOSE

DONE

Business Owner:

Nicki Amarathithada, Director CDP Performance

09-August-2024

Galambany Stream:

Data and Information [LEAD]

Engagement

Detailed:

Expected time for User to complete:

Action Item <5minutes to update (min fields)

Updating an ICP/PCP STATUS
What What is the work to be actioned?	Updating an ICP/PCP STATUS When an ICP/PCP progresses the status needs to be updated
Who Who is responsible to action work?	CDP Grant Activity Engagement Officer
When When is the work completed?	Once the ICP/PCP status changes; - AWAITING ACTION = Default status No Action taken on ICP/PCP - PROPOSED = Engagement Officer Commences drafting ICP/PCP - NOT RECOMMENDED = Engagement Officer sent ICP/PCP to Provider - RECOMMENDED = NIAA and Provider have signed ICP/PCP
Where What SYSTEM is the work to be actioned in?	- ICP is recorded as an ACTION ITEM within the CDP GRANT ACTIVITY
How What is the work to be actioned?	From GRANT ACTIVITY navigate to ACTIONS & TIMELINE tab Select ACTION ITEM "PPR16 ICP..." Navigate to ADMINSTRATION tab Select STATUS REASON and update based on STATUS change
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 ICP/PCP related to PPRs. 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.	Updating an ICP/PCP (SOP)
TaskCard Detailed System Process for consistent recording, managing and reporting  of Stakeholder Management.	Updating an ICP/PCP (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