The actions report is available from the left-side menu pane in the unit folder for each bottom line.

How the actions report is generated

When describing actions in your impact assessments to prevent or mitigate any adverse impact, you should describe any actions already undertaken and any planned further actions you intend to instigate.

You do not need to assign further resources to actions already undertaken in the 'assign resources' field. This is because such actions are presumed to be part of your existing business operations.

On the other hand, you will need to assign appropriate resources to any planned further actions, and these should be accounted for in the 'assign resources' field in the assessment. This is because these resources will be additional to your existing business operations. Check the assessment guidance for further instructions and best practices.

The actions report tracks the integration of planned further actions into your business operations, and, therefore, collects all impact assessments where both actions and assigned resources are described.

How to work with the actions report

In the actions report you get an overview of the actions described and the resources assigned to implement them. You can download this overview to CSV and Excel to import it into any other systems you may use for project management. In the far right column of the report, you can use the quick view button to read the entire assessment.

PLEASE NOTE:

If you are yet to finalize your assessment(s) and want to see the actions report as it will appear after finalization, check to include non-final assessments in the search options in the left side menu of the actions report.

Track progress and update the actions report

For each identified adverse impact, you must assign a responsible person to oversee the implementation of the actions described and any planned further actions. This part of the process is handled outside of SEE impacts since all businesses use different ways to manage and delegate their work. But once the actions are done, mark them as completed in the actions report. Do so by ticking the checkbox next to the assessment row in the report, clicking the actions button above, checking 'mark as completed', and then confirming.

This will also be reflected in the unit folder where the actions indicator for the assessment will switch to a green checkmark.

Before the regular follow-up on your impact assessments, ensure that all actions planned for the present assessment period are concluded by simply ensuring that all icons are green in the unit folder (see image below for illustration).

Unfinished actions at the time of follow-up?

When conducting the follow-up on assessments, if any action indicators are red, you should consult the responsible person for information on progress. If the planned actions are implemented, you can mark them as completed in the actions report and describe them as existing actions in your follow-up assessment. If not, you should keep them as planned actions for the following assessment period. Assessments are logged in a version history, so it is advisable to mention any reasons for postponing any planned actions to the following assessment period since the same actions will be visible in the previous version after the follow-up.