Creating a new Implementation Plan
1.The Implementation Planner enables a user to establish a basic project plan based on the changes made in the Scenario Planner. This function calculates the difference between the actual scorecard data and the changes made in the scenario and generates a list of changes, and enables users to assign actions, accountability and timing to achieve target compliance levels.
2.To access the Implementation Planner, in the Dashboard View click on “Implementation Planner”. See figure 123.
3.This will take you to Figure 124.
4.Select the scenario plan on which you would like to generate a project plan by clicking on the name of the scenario plan. This will take you to Figure 125. The implementation planner will default to the ownership element.
5.For this user guide we will use Employment Equity as an example.
6.The Implementation Planner allows for action items to be added for each change made in the scenario planner. A responsible person can be assigned to these action items and a deadline given.
7.To make use of this functionality, click on the "Add Action" icon illustrated with an ellipse in Figure 126 and fill in the fields provided. Please note that the delegation will provide you with a drop-down list of all the existing users (i.e. the delegation cannot be made to a person who has not been registered as a user). Once a delegate has been saved, an email will be sent to the delegate to indicate the action item that has been assigned to him/her as well as the deadline for the completion of this action.
8.Once you have completed adding the action items to the scenario planner, you are able to download this into a PDF report by clicking the "Download PDF report" icon on the top right hand side in the toolbar. This document can now be sent to line managers to ensure that delegated tasks/actions are completed within the time frame provided.
9.Once you are done with this section you can return to the dashboard by clicking on the dashboard icon in the top left-hand corner. See Figure 127.