Item 04Actions

Every commitment, tracked to completion.

Actions from meetings, risks, controls and metrics land in one trail, with the history to show what happened.

Kestrel Vale Housing

My Actions

5 open · 1 overdue · 12 completed this quarter

AllOpenOverdueDone

Circulate the revised risk appetite statementMeeting · Board, 15 Oct 2Completed 20 Oct
Roll out MFA to remaining 3 suppliersControl · C-11 1Due 30 Nov
Bring damp and mould case report to the next BoardMeeting · from transcriptDue 26 Nov
Aged debt review: paper for Audit & RiskRisk · R-07 4Overdue 3 days
Re-baseline first-time-fix target for Q3Metric · Repairs first timeDue 12 Dec

Overdue reminders go by email, and to Microsoft Teams or Google Chat if the organisation has connected them.

4.1Sources

One trail, whatever raised the action.

One list, and each action knows which record it came from.

Raised against an agenda item.

Mitigation, linked to the risk it addresses.

Remediation for a control that is failing.

A response to a trend.

From a transcript, with the quote that justifies it.

For work that belongs to no single record.

4.2Accountability

The system does the chasing, and the record does the remembering.

One owner, one due date: On every action, wherever it was raised.
Reminders where people work: By email, Microsoft Teams or Google Chat when an action falls overdue.
My Actions: Each person's list across every module, in one place.
A complete history: Every status change recorded, from creation to closure.

Action · Aged debt review paper

Overdue 3 daysOwner · Priya ShahRaised against Risk R-07

Paper for the Audit & Risk Committee on aged debt since the 2027/28 price decision, with debtor days by customer segment.

Comments (4)

Marcus Reid · 19 Oct
@Priya the aged debt report is in the October extract if you need it.

History

Fig. 4.1An overdue action, with its comments and history

4.3Specification

Every feature, for the people doing the due diligence.

Accountability7 features

Owners and due dates: Every action has one owner and a due date. Dates are compared as calendar days in the organisation's timezone, so nothing is overdue at midnight by accident.
Status history: Open, completed, reopened. Each transition is recorded with who and when, and completion can carry a link to the evidence.
Comments and mentions: Discussion stays on the action. @mentions notify the person and are tracked until read.
Reminders: Owners are nudged by email when an action falls overdue. Organisations that connect Microsoft Teams or Google Chat get the same reminders there.
My Actions: Each person's list across every module, filtered by open, overdue and done.
Action Management: Administrators see every action in the organisation, reassign owners and keep the trail tidy.
Audit log: A complete history from creation to closure, available on the action and in the organisation's audit log.