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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:

Performance Management - Individual

Individual Performance Assist facilitates the allocation, tracking and reporting of performance indicators for the vario...

Document Management

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

Task Management

Task Assist facilitates the allocation, tracking and reporting of tasks between the various users in the organisation. M...

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Date Module Update
25 Apr 2021 Individual Performance 2020/2021 [PM6] A new feature has been added to allow for Scorecards to be grouped together for easier Assessment management. The functionality can be accessed by going to Admin > Assessments > Per Group. Adding Scorecards to a Group means that all the Scorecards can have Assessments triggered with a single trigger, instead of doing each Scorecard separately. Scorecards that need to be managed separately can still be accessed as usual from Admin > Assessments > Per Scorecard. [Assist Ref: AA-581]
19 Apr 2021 SDBIP v6 Minor bugfix to address an issue where additional zeros are added after the decimal in the Baseline field. [Assist Ref: AA-591]
15 Apr 2021 Complaints Assist Bugfix to address an issue where the complaint status does not correctly update when the complaint is marked as closed. [Assist Ref: AA-591]
11 Apr 2021 Individual Performance 2020/2021 [PM6] Added new functionality:
- The Assessment scoresheet now displays the results for the period under assessment as well as the YTD results. The user also has the option to choose which results columns to show/hide when viewing the Assessment scoresheet. [Assist Ref: AA-584];
- An option has been added to allow the user to choose to hide the Bonus Scale when printing the final Assessment scoresheet or Feedback View pages [Assist Ref: AA-110];
- The Setup > Employee Settings and Setup > User Access pages have had some minor enhancements to improve the understandability of the impact of each of the user access settings options available. [Assist Ref: AA-238];
- Various detailed view pages have been updated to include the employee's Assist user status as well as provide further detail around the specific Job under assessment on the given Scorecard. [Assist Ref: AA-128];
Fixes to address the following bugs:
- Annual Target/Actual incorrectly displaying a "0" on the scoresheet [Assist Ref: AA-586];
31 Mar 2021 Individual Performance 2020/2021 [PM6] New functionality has been added so that line items deleted in the source module remain available in Individual Performance scoresheets, provided that the Assessment is triggered before the line item was deleted. [Assist Ref: AA-568]
21 Mar 2021 Individual Performance 2020/2021 [PM6] New functionality has been added to the Assessment scoresheet so that it saves scores and comments as they are captured. This is to address the issue where scores can be lost if the inactivity timeout function logs the user out before they save and finalise the scoresheet. [Assist Ref: AA-232]
11 Mar 2021 Individual Performance 2020/2021 [PM6] Assessment Scoresheets can now be accessed from the Frontpage Dashboard. [Assist Ref: AA-560]
31 Jan 2021 Employee Assist Bugfix to address an issue where User Access settings could not be saved. [Assist Ref: AA-546]
15 Dec 2020 SDBIP v6 Bugfix to address an issue with the Audit Log Report not displaying KPIs deleted before October 2020 [Assist Ref: AA-518]
11 Oct 2020 SDBIP v6 Bugfix to address an issue with the Top Layer Graph Report when filtered for a specific Directorate. [Assist Ref: AA-487]
07 Oct 2020 SDBIP v6 Bugfix to address an issue in the Graph Report legend where the % KPIs per KPI result was incorrectly calculating where the Exclude KPIs Not Measured option was selected. [Assist Ref: AA-483]
06 Oct 2020 SDBIP v6 Add functionality to allow deleted objects to be restored from the Admin > [Object Section] > Edit section. [Assist Ref: AA-484]
29 Sep 2020 Individual Performance [PM6] Add new functionality to the New section to allow activated Scorecards to be reverted back to an In Progress state if they have not yet been triggered for Assessment. [Assist Ref: AA-482]
15 Sep 2020 Action Dashboard Fix to address a bug which causes the Action Dashboard to break if the SDBIP v6 and/or Individual / Non-SDBIP KPIs [v2] modules are present but no activated SDBIP / Plan exists. [Assist Ref: AA-478]
09 Sep 2020 SDBIP v6 Fix to address a bug when trying to delete all Projects in an SDBIP [Assist Ref: AA-474]
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]

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