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Welcome to Action Assist

Action Assist is an innovative online subscription offering which provides organisations with a secure encrypted web-based platform for the management of operational processes and data storage on the internet. The tool reduces the administration burden on stakeholders in the day to day operational running of the organisation and clearly assigns responsibility and accountability to all users.

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Action Assist Modules

Action Assist can help your organisation in:

Risk Management

Risk Assist assists organisations with the management and addressing of various types of risks identified by the managem...

Resolutions Management

Resolutions Assist helps organisation to effectively manage Board / Council Resolutions. Resolutions are captured onto t...

Document Management

Document Assist acts as a repository of electronic copies of the organisation's documentation. The Module Administr...

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Date Module Update
02 Sep 2020 Individual Performance 2019/2020 [PM5] Bugfix for a broken filter when creating a Scorecard and incorrect SDBIP name displaying in Setup > Module Setup [Assist Ref: AA-472]
02 Sep 2020 Individual / Non-SDBIP KPIs v2 Fixes for the following issues:
- Import from prior Plan not correctly setting the import process to complete during Phase 3; [Assist Ref: AA-470]
- Incorrect Plan name displaying when updating a KPI from the Frontpage Dashboard; [Assist Ref: AA-471]
02 Sep 2020 SDBIP v6 Fixes for the following issues:
- Import from prior SDBIP not correctly setting the import process to complete during Phase 3; [Assist Ref: AA-470]
- Incorrect SDBIP name displaying when updating a KPI from the Frontpage Dashboard; [Assist Ref: AA-471]
02 Sep 2020 User Profile Bugfix for the broken Add Shortcut button. [Assist Ref: AA-285]
30 Aug 2020 Individual / Non-SDBIP KPIs v2 A new option has been added to the Module Preferences setting that manages how KPIs & Projects are sorted. You can now choose to sort by the Internal Ref either as a number (which ignores any non-numerical values in the reference) or as text (previously the only option, treats any character as text regardless of whether it is a number or not). [Assist Ref: AA-452]
30 Aug 2020 SDBIP v6 A new option has been added to the Module Preferences setting that manages how KPIs & Projects are sorted. You can now choose to sort by the Internal Ref either as a number (which ignores any non-numerical values in the reference) or as text (previously the only option, treats any character as text regardless of whether it is a number or not). [Assist Ref: AA-452]
23 Aug 2020 SDBIP v6 A bugfix has gone live to address an issue where Organisational Structure Setup Activity Logs were being associated with the incorrect SDBIP. [Assist Ref: AA-465]
23 Aug 2020 Individual / Non-SDBIP KPIs v2 A bugfix has gone live to address an issue where Organisational Structure Setup Activity Logs were being associated with the incorrect SDBIP. [Assist Ref: AA-465]
19 Aug 2020 Individual / Non-SDBIP KPIs v2 A bugfix has gone live to address an issue where the Performance Comment & Corrective Measures required fields are incorrectly enforced when both target & actual are 0 and the associated Calculation Type is set to ignore 0 targets and actuals. [Assist Ref: AA-464]
19 Aug 2020 SDBIP v6 A bugfix has gone live to address an issue where the Performance Comment & Corrective Measures required fields are incorrectly enforced when both target & actual are 0 and the associated Calculation Type is set to ignore 0 targets and actuals. [Assist Ref: AA-464]
18 Aug 2020 Risk Assist (v1) An update has gone live to deal with an issue where Actions could be accidentally assigned to invalid users.
16 Aug 2020 SDBIP (v6) A module setting has been added to allow for the default SDBIP to be changed. The default SDBIP sets which SDBIP is displayed when users open the module for the first time after logging in. This setting can be changed in Setup > Global Settings > Module Preferences. If no default SDBIP is set then the oldest SDBIP (by creation date) will always be chosen.
16 Aug 2020 Individual / Non-SDBIP KPIs v2 A module setting has been added to allow for the default SDBIP to be changed. The default SDBIP sets which SDBIP is displayed when users open the module for the first time after logging in. This setting can be changed in Setup > Global Settings > Module Preferences. If no default SDBIP is set then the oldest SDBIP (by creation date) will always be chosen.
07 Aug 2020 Individual Performance [PM6] A hotfix has gone live to address an issue in completing the build of new Scorecards by the Super User. [Assist Ref: AA-460]
30 Jul 2020 Individual / Non-SDBIP KPIs v2 A bugfix has gone live to address an issue where the user was redirected to the incorrect page after creating a new Plan for the new financial year.
21 Jul 2020 SDBIP v6 Bugfixes to address the following issues:
- Module incorrectly saves KPIs to the oldest SDBIP when adding KPIs after SDBIP activation (Assist Ref: AA-447);
- Report Generator not displaying performance comments when Group By Quarter is selected as the Results display type (Assist Ref: AA-448);

21 Jul 2020 Individual / Non-SDBIP KPIs v2 Hotfix to address a critical issue where KPIs weren't reflecting on the Action Dashboard when rejected by the Assurance Provider and returned for further updating.
21 Jul 2020 SDBIP v6 Hotfix to address a critical issue where KPIs weren't reflecting on the Action Dashboard when rejected by the Assurance Provider and returned for further updating.
12 Jul 2020 Employee Assist The module has been updated to remove a restriction on the Manager (by Name) field (required for the Individual Performance 2020/2021 module). Where the field has previously only been available to certain clients, it is now available to all clients. [Assist Ref: AA-444]
06 Jul 2020 SDBIP v6 An update to change which SDBIP loads by default when opening the module for the first time after logging in [Assist Ref: AA-442]
02 Jul 2020 Assist Core Bugfix to address an issue on the Action Dashboard [Assist Ref: AA-441]
02 Jul 2020 SDBIP v6 Bugfix to address an issue when populating a new SDBIP using the Manual Import process [Assist Ref: AA-440]
28 Jun 2020 Individual / Non-SDBIP KPIs v2 An update to address the following:
- Improve the method of storing a copy of a newly activated Individual / Non-SDBIP KPI Plan as the first phase in a series of planned updates with the aim of enabling comparative reporting between the initial Plan and the final Plan at year-end [Assist Ref: AA-195];
- Improve the handling of separate Individual / Non-SDBIP KPI Plans on the Action Dashboard [Assist Ref: AA-437];
- Improve the method of marking KPIs created after the Individual / Non-SDBIP KPI Plan has been activated to make it easier for the Individual Performance module to highlight those KPIs during Assessments [Assist Ref: AA-438];
28 Jun 2020 SDBIP v6 An update to address the following:
- Improve the method of storing a copy of a newly activated SDBIP as the first phase in a series of planned updates with the aim of enabling comparative reporting between the initial SDBIP and the final SDBIP at year-end [Assist Ref: AA-166];
- Improve the method of marking KPIs created after the SDBIP has been activated to make it easier for the Individual Performance module to highlight those KPIs during Assessments [Assist Ref: AA-210];
- Improve the handling of separate SDBIPs on the Action Dashboard [Assist Ref: AA-362];
22 Jun 2020 IDP / Strategic Plan (ver. 3) Bugfix to address an issue with the mSCOA drop down lists not displaying correctly [Assist Ref: AA-432]
14 Jun 2020 Individual / Non-SDBIP KPIs v2 A general update of the module to bring it in line with recent updates to the related SDBIP v6 module [Assist Ref: AA-427]
14 Jun 2020 SDBIP v6 An update to address the following:
- Make it easier to choose which SDBIP to work on when managing Time Periods or drawing Reports [Assist Ref: AA-367 & AA-420];
- Improve the handling of multiple SDBIPs in the New > Confirm & New > Activate sections [Assist Ref: AA-425];
- An update to the reminder emails to include a note that the replies are sent to an unmonitored mailbox [Assist Ref: AA-426];
11 Jun 2020 SDBIP v6 Bugfix to address an issue where the Annual Target/Actual columns don't always display correctly [Assist Ref: AA-421]
10 Jun 2020 SDBIP v6 An update to address the following:
- An update to make the New > Create > Reset process more secure and reduce the risk of the wrong SDBIP being deleted accidentally [Assist Ref: AA-422];
- Bugfix to address an issue when creating an SDBIP for the first time [Assist Ref: AA-423];
- An update to improve the handling of multiple SDBIPs within the same module [Assist Ref: AA-424];
09 Jun 2020 SDBIP v6 Bugfix to address issues in the handling of multiple SDBIPs in the same module [Assist Ref: AA-419]
09 Jun 2020 SDBIP v6 Bugfix to address issues in the handling of multiple SDBIPs in the same module [Assist Ref: AA-419]
07 Jun 2020 Assist Login/Logout An update to improve user feedback when attempting to login on an invalid company [Assist Ref: AA-414]
07 Jun 2020 Individual / Non-SDBIP KPIs v2 An update to allow for certain Setup functionality to be customised for specific financial years [Assist Ref: AA-418]
07 Jun 2020 SDBIP v6 An update to address the following:
- To allow for certain Setup functionality to be customised for specific financial years [Assist Ref: AA-408];
- When linking the SDBIP to an IDP / Strategic Plan, the SDBIP must use the same mSCOA version as the IDP [Assist Ref: AA-417];
04 Jun 2020 Employee Assist Bugfix to address an issue with the Job Level field [Assist Ref: AA-416]
04 Jun 2020 SDBIP v6 Bugfix to address an issue with the Project Report Generator [Assist Ref: AA-415]
03 Jun 2020 SDBIP v6 Bugfix to address an issue in the manual import functionality when creating a new SDBIP [Assist Ref: AA-412]
03 Jun 2020 Users Bugfix to address an issue in the Report Generator [Assist Ref: AA-413]
02 Jun 2020 IDP / Strategic Plan (ver. 3) Bugfix to address an issue when a line break / new line marker is accidentally included in the IDP name [Assist Ref: AA-411]
01 Jun 2020 IDP / Strategic Plan (ver. 3) The module has been updated to accommodate the version control added to the mSCOA Library [Assist Ref: AA-407]
31 May 2020 Legislation Library (ver. 1) All character limits have been removed to allow for unlimited text to be submitted [Assist Ref: AA-410]
31 May 2020 Users A Report Generator has been added [Assist Ref: AA-390]
24 May 2020 Employee Assist The module has been updated as the first phase of a series of planned updates to add further employee management functionality to the module [Assist Ref: AA-372 - AA-377]
19 May 2020 SDBIP v6 The New > Create > Reset page has been updated to default to the current new SDBIP instead of the currently activated SDBIP [Assist Ref: AA-369]
19 May 2020 SDBIP v6 Bugfix to address an issue where KPI Results are not displaying in the Report Generator when the Group By Quarter option is selected & large numbers of KPIs are included in the report [Assist Ref: AA-387]
12 May 2020 Individual Performance 19-20 (ver. PM5) The Competency Level field has been updated to increase the allowed number of alphanumeric characters [Assist Ref: AA-389]
05 May 2020 PDP (ver. 1) Bugfix to address an issue when adding items to a user-defined list [Assist Ref: AA-385]
30 Apr 2020 Employee Assist Additional Fixed Reports have been added to the module [Assist Ref: AA-383]
28 Apr 2020 SDBIP v6 The Report Generator has been updated to correct an issue with displaying mSCOA data and to improve the handling of large numbers of KPIs [Assist Ref: AA-380 & AA-381]
16 Apr 2020 SDBIP v6 Bugfix to address an issue where the activity log records an incorrect activity date when setting Time period closure dates [Assist Ref: AA-379]
29 Mar 2020 MSCOA Library (ver. 1) A new feature has been added to manage the various versions of the mSCOA line items as published by National Treasury. Line items can now be allocated to specific versions and will only be available to other modules when they request that specific version [Assist Ref: AA-143 & AA-347]
29 Mar 2020 SDBIP v6 The module has been updated to accommodate the version control added to the mSCOA Library (added in update AA-143 & AA-347) as well as handling multiple financial years [Assist Ref: AA-156, AA-157, AA-327, AA-359, AA-360, AA-368, AA-370, AA-371]
26 Mar 2020 Assist Core Update the login page to display the COVID-19 message as required by National Government [Assist Ref: AA-358]
26 Mar 2020 Assist Login/Logout Bugfix to address an issue where users aren't being correctly redirected after completing a password change [Assist Ref: AA-351]
16 Mar 2020 Helpdesk Bugfix to address an issue with marking Helpdesk Requests as Resolved [Assist Ref: AA-356]
05 Mar 2020 SDBIP v6 Bugfix to address an issue in the automatic reminders [Assist Ref: AA-349]
27 Feb 2020 Risk Assist (ver. 2) Bugfix to address an issue in the Dashboard Fixed Report which resulted in a mis-count of the number of risks [Assist Ref: AA-345]
23 Feb 2020 Assist Core A user interface update to change the "Sort By" wording displayed by the generic Report Generator function to remove User confusion around the purpose of the Sorting option. The Sort By setting sets the order in which the rows are displayed in the resulting report, it does not change the order in which the columns display [Assist Ref: AA-335]
23 Feb 2020 Assist Maintenance The Assist Maintenance schedule has been updated to add extra time for the maintenance slot on the last Sunday of the month to accommodate server operating system updates [Assist Ref: AA-337]
23 Feb 2020 Individual / Non-SDBIP KPIs v2 A general update of the module to bring it in line with recent updates to the related SDBIP v6 module [Assist Ref: AA-338]
23 Feb 2020 Individual / Non-SDBIP KPIs v2 A general update of the module to bring it in line with recent updates to the related SDBIP v6 module [Assist Ref: AA-338]
23 Feb 2020 Individual Performance 19-20 (ver. PM5) Bugfix to address an issue where KPI Assurance statuses are displayed as the raw status number instead of the related user-friendly text [Assist Ref: AA-343]
18 Feb 2020 SDBIP v6 Bugfix to address an issue where SDBIP KPI POE attachments can't be opened when viewing the KPI from inside the Individual Performance Assessment Scoresheet [Assist Ref: AA-332]
18 Feb 2020 User An update to migrate Employee-only data fields, which are no longer applicable to the Users section, from the Users Fixed Reports to the Employee Assist Fixed Reports [Assist Ref: AA-329]
17 Feb 2020 Individual Performance 18-19 (ver. PM4) Bugfix to address an issue where KPIs from the Individual KPIs / Non-SDBIP KPIs module (v1) do not pull through into the Individual Performance Assessment Scoresheet due to a mismatch between the related KPAs in the SDBIP (v5B) and Individual KPIs (v1) modules for the given financial year [Assist Ref: AA-330]
11 Feb 2020 SDBIP v6 Added functionality to allow for the manual uploading of mSCOA compliant financials through the importing of the same data string sent to National Treasury for those clients who have not yet made provision for seamless importing of financials directly from their financial system [Assist Ref: AA-146]
09 Feb 2020 SDBIP Financials 2019/2020 (non-mSCOA Compliant) Bugfix to address an issue causing the import function to fail [Assist Ref: AA-325]
09 Feb 2020 SDBIP v6 Bugfix to address an issue where Calculation Types which consider 0 targets incorrectly report result at 4/G2 when it should be 5/B [Assist Ref: AA-319]
09 Feb 2020 SDBIP Financials 2019/2020 (non-mSCOA Compliant) Bugfix to address an issue causing the import function to fail [Assist Ref: AA-325]
09 Feb 2020 SDBIP v6 Bugfix to address an issue where Calculation Types which consider 0 targets incorrectly report result at 4/G2 when it should be 5/B [Assist Ref: AA-319]
03 Feb 2020 Updates to address the following:

- A new feature has been added to improve the user interface of the mSCOA Library drop down lists within the SDBIP v6 module. The lists are now auto-complete field so you can start typing the line item name and the drop down list will automatically display a shorter list of matching line items [Assist Ref: AA-299];

- Bugfix to address an issue causing the Top Layer Audit Log Report Generator to fail [Assist Ref: AA-318];
03 Feb 2020 SDBIP v6 Updates to address the following:
- A new feature has been added to improve the user interface of the mSCOA Library drop down lists within the SDBIP v6 module. The lists are now auto-complete field so you can start typing the line item name and the drop down list will automatically display a shorter list of matching line items [Assist Ref: AA-299];
- Bugfix to address an issue causing the Top Layer Audit Log Report Generator to fail [Assist Ref: AA-318];
28 Jan 2020 SDBIP v6 Updates to address the following:
- Bugfix to address an issue where KPIs rejected by the Assurance Provider do not display on the Action Dashboard [Assist Ref: AA-315];
- Bugfix to address an issue where the Graph Report Generator incorrectly displays the main graph legend for sub-graphs [Assist Ref: AA-316];
28 Jan 2020 SDBIP v6 Updates to address the following:
- Bugfix to address an issue where KPIs rejected by the Assurance Provider do not display on the Action Dashboard [Assist Ref: AA-315];
- Bugfix to address an issue where the Graph Report Generator incorrectly displays the main graph legend for sub-graphs [Assist Ref: AA-316];
27 Jan 2020 Risk Assist (ver. 2) Bugfix to address an issue where certain columns could not be hidden [Assist Ref: AA-305]
27 Jan 2020 Risk Assist (ver. 2) Bugfix to address an issue where certain columns could not be hidden [Assist Ref: AA-305]
26 Jan 2020 Risk Assist (ver. 2) Bugfix to address an issue where the Residual Risk column does not update when a Risk is updated [Assist Ref: AA-304]
24 Jan 2020 Individual Performance 19-20 (ver. PM5) Bugfix to address an issue where the Assessment Scoresheet is incorrectly displaying the Strategic Indicator results for the whole year instead of the year-to-date results [Assist Ref: AA-314]
24 Jan 2020 Individual Performance 19-20 (ver. PM5) Bugfix to address an issue where the Assessment Scoresheet is incorrectly displaying the Strategic Indicator results for the whole year instead of the year-to-date results [Assist Ref: AA-314]
19 Jan 2020 SDBIP v6 Bugfix to address an issue where emails are not being sent by the Assurance process [Assist Ref: AA-294]
19 Jan 2020 SDBIP v6 Bugfix to address an issue where emails are not being sent by the Assurance process [Assist Ref: AA-294]
17 Jan 2020 SDBIP v6 Bugfix to address an issue in the Graph Report Generator where the sub-title of the Report is not displaying the chosen data filter correctly [Assist Ref: AA-307]
17 Jan 2020 SDBIP v6 Bugfix to address an issue in the Graph Report Generator where the sub-title of the Report is not displaying the chosen data filter correctly [Assist Ref: AA-307]
15 Jan 2020 SDBIP v6 Bugfix to address an issue where strange characters display in the KPI Update form if fields are not required [Assist Ref: AA-302]
15 Jan 2020 SDBIP v6 Bugfix to address an issue where strange characters display in the KPI Update form if fields are not required [Assist Ref: AA-302]
10 Nov 2019 Individual Performance 2019/2020 [PM5] Bugfix to resolve an issue with the Fixed Reports not always displaying correctly. (Assist Ref: AA-276)
10 Nov 2019 Individual Performance 2018/2019 [PM4] Bugfix to resolve an issue with the Fixed Reports not always displaying correctly. (Assist Ref: AA-276)
07 Nov 2019 SDBIP v6 Bugfix to address the issue where the required update comment fields were not being enforced correctly. (Assist Ref: AA-271)
06 Nov 2019 Risk Assist (v2) New feature added to allow for the deactivation of Departmental Owners in Setup (Assist Ref: AA-237)
31 Oct 2019 SDBIP v6 Bugfix to address the report generator displaying KPIs on multiple rows when exported to Excel (Assist Ref: AA-279)
31 Oct 2019 Complaints Assist (ver CAPS1B) Bugfix to address the issue of the report generator not displaying update responses or attachments (Assist Ref: AA-280)
22 Oct 2019 IDP / Strategic Plan (v3) Bugfix to address an issue with the New > Confirm > Detailed View page (Assist Ref: AA-277);
20 Oct 2019 SDBIP v6 Bugfixes to address the following issues:
- Approve / Assurance review history not displaying correctly (Assist Ref: AA-272);
- Manage / Admin > Departmental SDBIP > Update list page displaying the incorrect time period heading when the page is first loaded (Assist Ref: AA-273);
20 Oct 2019 Individual Performance 2019/2020 (PM5) Bugfixes to address the following issues:
- Assessment functionality failing to connect correctly to the SDBIP v6 module (Assist Ref: AA-247);
- Linked Strategic KPIs not displaying on the Scorecards (Assist Ref: AA-274);
14 Oct 2019 SDBIP v6 Bugfix to address the issue of Departmental KPI update comments not displaying on the Top Layer Report (Assist Ref: AA-269)
13 Oct 2019 SDBIP v6 Bugfixes to address the following issues:
- KPI Graph legend includes not applicable KPIs in total count even if set to exclude from graph (Assist Ref: AA-263);
New features added:
- Admin > Top Layer > Auto Update > Exception Report to highlight any issues with linked Departmental & Top Layer KPIs (Assist Ref: AA-264);
- Admin > Top Layer > Auto Update > Force Update to allow for the auto update to be triggered manually (Assist Ref: AA-266);
07 Oct 2019 SDBIP v6 Critical bugfixes to address the following issues:
- Detailed View page failing (Assist Ref: AA-260);
- Audit Log Report not working if accessed from the Admin > Departmental/Top Layer section rather than the Admin > Audit Log section (Assist Ref: AA-261);
- Contents bar not working if the user's Setup > User Access settings haven't been set (Assist Ref: AA-262);
06 Oct 2019 SDBIP v6 The Report section has been updated to include the Departmental & Top Layer Graph reports (Assist Ref: AA-148)
04 Oct 2019 Individual Performance 2019/2020 [v5] Bugfix to address the issue where the link to Individual / Non-SDBIP KPIs fails if the Top Layer KPI column is selected for display (Assist Ref: AA-259)
02 Oct 2019 Individual / Non-SDBIP KPIs v2 Added the module to the frontpage dashboard to allow for quick updating.
02 Oct 2019 Individual / Non-SDBIP KPIs v2 Bugfix to address the issue where Approve/Assurance rejected KPIs don't display on the front page dashboard of the user assigned to update the KPI. (Assist Ref: AA-258)
02 Oct 2019 SDBIP v6 Bugfix to address the issue where Approve/Assurance rejected KPIs don't display on the front page dashboard of the user assigned to update the KPI. (Assist Ref: AA-254)
18 Sep 2019 Employee Assist Bugfix to address an issue when adding a new Job to an employee (Assist Ref: AA-252)
18 Sep 2019 Individual / Non-SDBIP KPIs v2 Bugfix to address an issue when saving KPI updates (Assist Ref: AA-253)
15 Sep 2019 SDBIP v6 Bugfix to address the issue where POE attachments weren't opening from the Approve or Assurance Review page (Assist Ref: AA-122)
12 Sep 2019 Risk Assist v2 Minor bugfix to resolve a bad redirect that kicked in in certain circumstances after saving an Action update (Assist Ref: AA-131)
12 Sep 2019 Helpdesk User interface improvements to the Modules list (Assist Ref: HDA-11) and improved handling of attachments with special characters (Assist Ref: HDA-9)
12 Sep 2019 Individual / Non-SDBIP KPIs v2 Updated the module to include the recent updates and bugfixes from the related SDBIP v6 module (Assist Ref: AA-242, AA-201, AA-194, AA-189, AA-172)
10 Sep 2019 SDBIP v6 Various bugfixes:
- Edit Audit Logs displaying the field name instead of the heading for Results fields (Assist Ref: AA-212);
- New > Create incorrectly displaying objects imported from a prior module after the related SDBIP was deleted (Assist Ref: AA-239);
- Action Dashboard incorrectly display system ref instead of the text value for list items (Assist Ref: AA-120);
10 Sep 2019 Individual / Non-SDBIP KPIs v2 Fixed an error in the KPI Update screen which prevented the update form from displaying (Assist Ref: AA-241)
08 Sep 2019 SDBIP v6 Fixed an error in the Quick Report that caused it to not save the selection of Update fields and to not give the correct green feedback that the Quick Report settings had been saved successfully (Assist Ref: AA-235)
01 Sep 2019 IDP v3 Fixed an error in the New > Projects > Budget section that caused it to not get all the mSCOA segment line items required (Assist Ref: AA-187)

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