Submit a Progress Update

The Value of Progress Updates 

Progress updates are a core function of the AchieveIt platform, automating and streamlining your data collection efforts into a seamless cadence of communication. Providing a progress update within AchieveIt allows you to provide both qualitative and quantitative information about work on your plan item, stored in a single source of truth. Progress updates allow for metric data to be joined with commentary from those closest to the work in order to allow for real-time visibility into every user’s work and progress. 

How do I provide a Progress Update?  

There are two methods to provide a progress update: via the automated AchieveIt notification email or directly within the plan item 

Providing an Update Via Email

1.   From the AchieveIt notification email, select the 'Click to Update All' button. 

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2.  Update the status and metric (if applicable) for your item, then provide a comment for context. A meaningful comment always relays information about recent action taken on your work, as well as the next steps you intend to complete. If you are a member of multiple plans (and owe updates for multiple plans), you will be able to make all your updates on this page.  

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Note: it is rarely necessary to edit the Apply This Date field as the system automatically populates the last date of your reporting period; however, in the event you do need to overwrite the date it is important to understand that you will not be able to select a date outside the requested reporting period. The reporting period is always listed directly to the left of the Apply This Date field:   

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Providing an Update Within AchieveIt

 

1.  Select the plan item that you want to update. 

2.  If there is an outstanding request, always satisfy a requested update first. You will see an outstanding update request in your plan item timeline. Simply click ‘Provide Update’:  

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If no request is outstanding, you can always provide an unsolicited update for additional context outside your normal update frequency. Simply click ‘Update Status’ in the top of your plan item card:  

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3.  Select the date that applies to the update. Update your status and metric, then add a comment to provide context for your update.

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4.  Click 'Update Status' to submit your update.