Actions

Add Action

For each capability define and record the actions to be executed and monitored.

Step 1: In the selected journey, enter the capability to be worked on by clicking on the capability name.

Note: It's possible adjust the priority of the capabilities according to your organization's needs by moving the capability up or down by clicking on the "" sign and dragging.

Step 2: In the selected capability, click the Add action button:

• Note: If there is any questions about the capability, click the "" icon to view a brief description of the possible actions that can be associated with the capability.

Step 3: After opening the new action, fill in the following information:

Action Description:

• Action Name: Inform the name of the action

• Owner: Inform the person responsible for the action

• Description: Describe the current procedure for performing the action, including applicable methods, rules, and guidelines.

Status:

• Start: Inform the start date for mapping this action

• Status: Select the Mapping Status for this action

Lenses:

• Choose the lens: Select the lens that will work on the action (Knowledge, Process, Metrics, Adoption and Automation)

• Points: Inform the score for the action and lens context

Note: When completing the action, it is necessary to record the completion date and provide evidence that the action was actually completed.

Note: The action evidence can be edited as needed. Click “Edit”

Finalize the creation of the Action

• After filling in all the information, click the Add action button to finish.

Edit Action

Step 1: To change the registered action, click on the corresponding action name. It is possible change the action name, Owner, Description, action Start date and Status, and Lens information.

Step 2: Then click on “Update informations”.

Step 3: After updating the information, will be possible to see the changes.

Note: Updates to the action score will only be reflected in the overall score when the action is completed.

Remove Action

Step 1: Identify the action to be removed and press Remove Action "".