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Personal Development

Overview of the Personal Development Plan (PDP) Module:

PDP Assist facilitates the allocation, tracking and reporting of personal development tasks between the various users in the organisation. Management can track the status of all updated actions at any time. Users are notified via e-mail of all new actions assigned to them and the progress status of actions they have assigned to others. The reporting function of this module provides filters that allow for the generation of customised reports that assist with the tracking of tasks assigned, the meeting of deadlines and the performance management of users. Through the use of User Defined Fields (UDFs) PDP Assist can be customised to meet organisational requirements. Using the UDF functionality additional data fields can be added to the database on the fly.

The high-level process flow of the Action Assist module is as follows:

  1. The PDP Action Originator captures the required tasks on the online system using the SMART principles. Each Action is assigned to at least one Action Owner;

  2. The Action Owner(s) will review the queries and will update the progress towards completion on the system by updating the task status, the percentage (%) of completion and any other created UDF fields;

  3. The Action Owner(s) will mark the task as complete once the action has been completed. This will update the user’s personal dashboard;

  4. The Management team and other operational support functions can access the system to provide support and guidance to the Action Owner(s) with the completion of the required actions. Assigned actions can be edited by the Action Originator as and when operationally required;

  5. The users can generate reports and graphs as required. The information presented is supported by the automated online activity log.

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Action Assist Module Key features include:

  • The availability of an online PDP Register;

  • Functionality for the module administrator to define and manage user access as required by the organisation;

  • Functionality for the module administrator to define all the client specific defaults for the module which includes functionality to allow the user to assign each action a topic, instruction, required deliverable, status, deadline date and as many additional user defined fields (UDFs) as operationally required. The additional UDFs can be either numeric, date, list or text fields;

  • Easy, user friendly update process;

  • Data import and export functionality with the use of CSV files;

  • Real-time up to date dashboards for each user showing the user’s overdue tasks, tasks due today and tasks due in the future number of days as defined by the specific user;

  • Functionality for the users to attach documents to tasks as is operationally required;

  • Standard audit trail reporting where all activity on the tool is logged and time stamped;

  • High level of organisational customisation in defining the module setup to meet the organisation’s own business requirements;

  • Automatic generation of notifications and reminders to predefined users;

  • Users can generate their own customised reports using the report generation functionality which allows for the use of various data filters and data grouping tools;

  • Reporting is generated on screen or exported to excel.

Action Assist Module Example Screenshots:

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Performance Wheel Wallpaper 2 20200815.p
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