The Overview Screen will be the first screen you see when you log in to Untap.
Most users will see several boxes (widgets).
Click on a widget to see a pop up with more information.The information shown will change according to the financial year shown on the right hand side.
The current FY will show as the default but you can use the drop down to select other years.
Examples of each widget
Objective Result Status
The Result Status shows us the average performance based on the actual result against the targets for the KPIs set for Objectives where you are listed as the owner.
Scroll further down to see an explanation of how the calculation and the health colour indicators.
Overall Execution
The Execution Status, represented by the S curve, shows us the progress of the actions assigned to you.
This overall status is calculated across all financial years, so the % will not change when you switch between financial years.
Objectives need updating
Untap will prompt you to review Objectives if the Actual Results for the KPI target for the last period have not yet been added.
To stop an Objective appearing in this list, click into the cell in the Actual column and enter the result value for the last period.
If you see the note icon turn red, you will also need to add a comment to explain why the results are below target, otherwise notes are optional.
The paperclip icon will allow you to add / view any supporting documents.
Note: If KPI Approvals are being used you will see an additional column for Approvals.
This will show an egg timer icon once a value is added as a reminder the result is pending approval.
If you have any Objectives assigned to you, the top right of the screen will have an orange button with a cog icon called "Update Result".
The pop up will look the same as the Objectives need updating box.
However, this view will include any objectives were the KPI results for the last period have already been entered.
Actions need updating
Untap will prompt you to review Actions if they have not been updated for over a week or has not started on time.
To stop an Action appearing in this list, click on the % on the right hand side to update the progress.
You can also use the speech bubble to add comments, the paperclip icon to add documents or the tick icon to manage your checklist items.
Initiatives need updating
Untap will promp t you to review Initiatives if they have not been updated for a week.
To update an Initiative, click on the icon on the far right hand side and then click the orange button to update the Condition . Use the drop down options to select a red, amber or green icon to indicate how you feel things are going and add a comment.
KPIs need approving
If you are listed as the Approver for actual result values, this card will promp t you to review any KPI results or change requests which have been entered.
Read more about KPI approvals.
Use the checkboxes on the left hand side to select one or more Objectives.
Then click on the Approve / Reject buttons on the top left.
Previously approved results which the owner wants to modify will show under Change Requests further down the screen.
Below the white boxes of information, tabs will show - if they are applicable.
(i.e. you will only see the Objectives tab if you have Objectives assigned to you).
Click on a tab below to find out more:
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