Client Details

Client details is where you can upload your company logo and enter in your specific contact details for noting only:

  • STEP 1: Go to Menu > Administration > Client Details. 
  • STEP 2: Browse and upload a new logo if you would like to replace the existing Camms.Risk logo.
    Note: The logo uploaded in the top left hand corner is the logo that is filtered within your standard reports. The Logo Image uploaded at the bottom of the screen is the logo or text shown in the header (next to Camms.Risk logo) of the product.
  • STEP 3: Enter your organisation’s details and click on the 'Save' button.


Directorate

Note: This is only applicable if you have the static security permission framework. If you have the flexible security permission framework, these areas will not be available for you and hence please refer to the relevant articles for more details. 

This section allow you to add and edit your current Directorates within your Organisational Structure.

To create a new Directorate follow the steps below.

  • STEP 1: Go to Menu > Administration > Directorate.
    Alternately, select Directorate from the Framework Side Toolbar.
  • STEP 2: Click on the 'New' button.
    Fill out the Directorate Name, Mission (optional) and Responsible Person, and then on the click ‘Save’ button.

The new Directorate will appear on the left hand side with all current Directorates in the system.

To edit, click on the ‘edit’  icon.

To delete, you edit the record and then click on the ‘Delete’ button. Remember that you will not be able to delete any records that are linked and have mandatory dependencies.


Business Unit

Note: This is only applicable if you have the static security permission framework. If you have the flexible security permission framework, these areas will not be available for you and hence please refer to the relevant articles for more details.

This section allow you to add and edit your current Business Units within your Organisational Structure.

To create a new Business Unit, follow the steps below.

  • STEP 1: Go to Menu > Administration > Business Unit.
  • STEP 2: Click on the 'New' button.
  • STEP 3: Enter a name for your new Business Unit and its mission.
  • STEP 4: Select a Responsible Person and a relevant Directorate.
  • STEP 5: Click on the image placeholder if you want to associate an image with this entity.
  • STEP 6: Click on the 'Save' button.

Use the 'edit'icon or 'Delete' buttons to modify or delete a saved record. Remember that you will not be able to delete any records that are linked and have mandatory dependencies.

Note: A red asterisk next to a field name indicates that this is a mandatory field.


Service Profile

Note: This is only applicable if you have the static security permission framework. If you have the flexible security permission framework, these areas will not be available for you and hence please refer to the relevant articles for more details. 

This section allow you to add and edit your current Service Profiles within your Organisational Structure.

To create a new Service Profile, follow the steps below.

  • STEP 1: Go to Menu > Administration > Service Profile.
  • STEP 2: Click on the 'New' button.
  • STEP 3: Enter a name for your new Service Profile and link the Business Unit which the service profile is part of. You may add an optional description.
    You may also have the ability to enter in further details of the service profile through the Current and Future Approach tabs.

  • STEP 4: Click on the 'Save' button.

Use the 'edit'or 'Delete' buttons to modify or delete a saved record. Remember that you will not be able to delete any records that are linked and have mandatory dependencies

Note: A red asterisk next to a field name indicates that this is a mandatory field.


Staff

This area allows you to build your staff list which will essentially be linked to the responsible officer/staff dropdown list fields within Camms.Risk and Camms.Risk Incident products to allow the allocation of responsibilities to be assigned to individual officers.

Static Hierarchy Users

To define a new Staff member follow the steps below.

  • STEP 1: Go to Menu > Administration > Staff. All existing staff will appear on the left hand side listing.
  • STEP 2: Click on the 'New' button.
  • STEP 3: Enter the basic details such as name and position as well as contact details like phone and email address.

Note: A valid email address will ensure that staff receive automatic email notifications generated via the system.

  • STEP 4: Define the Directorate or Business Unit which the new staff member is attached to. Defining these organisation links allows the system to recognise what Directorate or Business Unit they belong to and displays information relevant to them, as well as allows editing ability if you are allocated a Director or Manager of that Business Unit/ Directorate area.
  • STEP 5: Click on the image placeholder if you want to associate an image with this entity. There is a default image that will give a colour with their initials if no image is selected.
  • STEP 6: The ‘Show in IRM’ check box is used to activate/deactivate the user within the system. If the check box is ticked off then this staff member's name will not appear in the Responsible Officer dropdown lists throughout the system. However, if the staff record still has active links in the system, the system will not allow you to untick this box (a message will appear telling you this).
  • STEP 7: Click the 'Save' button to save the new staff member.

Use the 'edit'icon or the 'Delete' buttons to modify or delete a saved record respectively. Remember that you will not be able to delete any records that are linked and have mandatory dependencies.

After a staff member is added to the system, assign a User login and security role via Manage Users area. Refer the Staff Management area for more information.

Flex Hierarchy Users

For users in the flexible hierarchy permission structure, the following permissions will be required to be enabled to access this page and add, edit, or delete staff members:

Camms.Risk Menu > Administration > Role Management > [Product = CAMMSRISK] > [enable Permissions = Administration > Staff > View/Add/Edit/Delete]

To define a new Staff member follow the steps below:

  • STEP 1: In the 'Details' tab follow all steps as in the Static Hierarchy Users steps above, and save details.
    Note: The 'Organisational Link' dropdown will not be displayed for flex hierarchy users. An 'Assign Role' tab will be displayed instead.
  • STEP 2: Once details are saved in the 'Details' tab, an 'Assign Role' tab, will be displayed to fill in hierarchy and node details. Click on the 'Add New' button to add details.

  • STEP 3: Select the 'Hierarchy', which will filter 'Hierarchy Level' details, which will then filter 'Hierarchy Nodes' to be selected for the user.
    Note: If a user's Register permissions is selected as 'View Node Only' (under Camms.Risk Menu > Administration > Role Management), then only the records selected under the Hierarchy Nodes will be displayed for these users.
  • STEP 4: Select the 'Product' and then select the 'Roles' that are created for that product, to assign to the user. The Roles displayed, will be created under Camms.Risk Menu > Administration > Role Management (see article Permissions and Staff Management under title 'Risk – Flex Permissions' for details on the different roles for Camms.Risk and article Administration – Role Management, for details on creating and amending roles).
    Note: Roles displayed for a selected Product, will be displayed based on which product the role was saved under last, in the Role Management area (Camms.Risk Menu > Administration > Role Management).
    Example:
    • Under 'Administration > Role Management', a role named 'Super Admin' is created with permissions for the Product 'INCIDENT'.
    • The 'Super Admin' role is then added permissions for the Product 'CAMMSRISK' and saved.
    • Under the 'Administration > Staff' page in the 'Assign Role' tab, after filling in details, the Product is selected as 'INCIDENT'. In the Roles section, the newly created role 'Super Admin' will NOT be listed.
    • Under the 'Administration > Staff' page in the 'Assign Role' tab, after filling in details, the Product is selected as 'CAMMSRISK'. In the Roles section, the newly created role 'Super Admin' will be listed here.
    • This is listed only under the product CAMMSRISK and not under product INCIDENT, since it was last saved under the CAMMSRISK product in 'Role Management'.
  • STEP 5: Save details by clicking on the 'Save' button once done.

  • STEP 6: Roles can be edited and deleted as well in the 'Assign Role' tab, if the Edit and Delete permissions are given under Administration > Role Management > [Product = CAMMSRISK] > [enable Permissions = Administration > Staff.


Actions

This section allows you to define the key actions for Project Risks (as part of the Project Risk Register).

  • STEP 1: Go to Menu > Administration > Actions. All existing actions will appear on the left hand side listing. If you have Camms.Strategy also, the same list of planning actions available and managed via Camms.Strategy will be available from here. Any actions added/updated from either side will be synced with the other side as well.
  • STEP 2: Select the Business Unit which the project will sit within.

  • STEP 3: Select a strategy which the project will align to. Note that this is a required step at the moment in order to create a new action.

  • STEP 4: Click on the 'New' button to define a new action. A strategy must be selected under which a new action can be added. 
  • STEP 5: Enter all of the mandatory fields required and then click on the ‘Save’ button.

Field

Description/Instruction

Mandatory/Optional

Action

As an Action is a ‘doing thing’, the title should contain a verb to indicate what needs to be done.

Mandatory

Action Description

Specify the detail description of an action

Optional

Business Unit

Defaults to the current Business Unit you are in although you may select a different one if required.

Mandatory

Service Profile

Select a Service Profile.

Only the Service Profiles linked to the selected Business Unit will be displayed.

Mandatory

Responsible Officer

Select from the pre-defined ‘STAFF’ records in the drop down list. The person selected here will be the one that is responsible for the project, however within Camms.Risk there is no updating mechanism for the specific action. Please contact CAMMS if you wish to explore camms- planning solution for the managing and updating of actions.

Mandatory

Related Issue (SWOT)

Selecting an item from the related operational risks (related Issues) dropdown allows you to associate this project with a risk you identified when identifying your operational risks.

Optional

Agency

Not Applicable for Camms.Risk standalone.

Optional

Start Date/End Date

Start Date defaults to the date that you are creating the action on and the End Date defaults to the last day of the financial year.

Mandatory

Budget Type

Select a budget type.

The budget types available can be determined by your organisation. The system default types are Income, Capital, Recurrent, Asset Sale, Internal Cost Allocation, Funded Reserves and Recurrent ‘One Off” items.

Mandatory

Tick Boxes

Not Applicable for Camms.Risk standalone

Optional


The new action will appear on the left hand side of the screen and also allows you to create Project Risks now within this action to manage.


Projects

This section allows you to define the key projects for Project Risks (as part of the Project Risk Register).

  • STEP 1: Go to Menu > Administration > Projects. All existing projects will appear on the left hand side listing. If you have Camms.Project, this will pull through the list of projects added and available from Camms.Project as well. Any projects added/updated from either side will be synced with the other side as well. 
  • STEP 2: You can search the project you are looking for by either using the 'Search' entering the project title/code or the project owner as per the option you select from the dropdown list available below. Any closed projects can be hidden from 'Hide Closed' option in the list as well.

  • STEP 3: Add the details of the project and click on the 'Add' button to define a new project.

Below details can be added for a project. 

Field

Description/Instruction

Mandatory/Optional

Project Code

The unique identifier for the project. This will be editable for the administrator when risk is in standalone mode but if you have Camms.Project, the code will follow any sequence configurations done from Camms.Project

Mandatory

Project Type
Specify the type the project belongs to. This will not be available for Camms.Risk standalone mode but if Camms.Project is available, all project types configured from Camms.Project will be displayed here 
Mandatory

Project Title

Specify the title of a project.

Mandatory

Responsible Officer

Select from the pre-defined ‘STAFF’ records in the drop down list. The person selected here will be the one that is responsible for the project, however within Camms.Risk there is no updating mechanism for the specific project. Please contact CAMMS if you wish to explore camms- planning solution for the managing and updating of projects.

Mandatory

Status

The status of the project (Open/Closed). 

Mandatory

The new project will appear on the left hand side of the screen and also allows you to create Project Risks now within this project to manage.


Add Project Specific Permissions for Project Risks

Note: This feature applies only to users using a standard security framework (not to users using the flexible security model.

This will let you to restrict the Register, Dashboard, and EIS view of users based on the Projects linked to. 

  • Enable this feature by checking the ‘Enable Project Specific Permission’ setting via Administration > Configuration > Settings.
  • An icon to assign permission for each project will appear under the Project creation area in the Risk accessed via Administration > Projects.

  • The below mentioned user roles can be assigned by clicking the person icon which appears in front of each project.
    • Project Owner – You have to assign a staff member at the point of creating a project. Project Owner has the ability to create/edit/delete project risks linked to an assigned project.
    • Risk Editor – A Risk Editor will have the ability to edit project risks for which permissions are given.
    • Risk Viewer – A Risk Viewer has the ability to only view the project risks for which permissions are given.

  • Standard user permissions such as Administrator, Risk Manager, Project Risk Editor, Project Risk Coordinator, Project Risk Viewer, does not need to be assigned for these Project Roles to function.

Viewing Linked Project Risks in Project Risk Register

  • To view project risks linked to respective projects in the Project Risk Register, either one of the Project Owner, Risk Editor, and Risk Viewer permission, must be assigned.
    Note: This would work only if standard user permissions are not assigned.

  • To view project risks linked to respective projects in EIS and Dashboards, either one of the Project Owner, Risk Editor, or Risk Viewer permissions has to be assigned. Additionally, the ‘Executive Intelligence’ permission requires to be assigned via Administration > Manage users.


Notes:

In the following instances, the standard user permissions will supersede the project role permissions: 

  • Users with ‘Administration’, ‘Risk Manager’ and ‘Project Risk Editor’ permissions assigned via Administration > Manage Users, in addition to any of these project roles, the user can create/edit/delete project risks irrespective of the project which they are assigned to.
  • Users with ‘Project Risk Viewer’ permission given via Administration > Manage Users for any of the roles, can view all the project risks in risk registers, irrespective of the project which they are assigned to.


Key Risk Indicators

Note: The user will be able to add KRIs by navigating to the Key Risk Indicators section

  • STEP 1: Navigate to Menu > Administration > Key Risk Indicators. If you have Camms.Strategy, this will pull through the list of KPIs added and available from Camms.Strategy as well. Any KPI/KRIs added/updated from either side will be synced with the other side as well. 

  • STEP 2: You can search the Key Risk Indicator you are looking for by either using the 'Search' entering the KRI title/responsible officer/reporting period as per the option you select from the dropdown list available below.

  • STEP 3: Add the details of the project and click on the 'Add' button to define a new KRI.

Below details can be added for a KRIs.

Field

Description/Instruction

Mandatory/Optional

Title

The title of the KPI/KRI. This will be a hyperlink and upon clicking will navigate the user to the KPI/KRI details area in Camms.Strategy if you have Camms.Strategy 

Mandatory

Responsible Officer
Select from the pre-defined ‘STAFF’ records in the drop down list. The person selected here will be the one that is responsible for the KPI/KRI. 
Mandatory

Unit

Unit of measurement for the KPI/KRI. 

Enter a unit of measurement by clicking on the drop down list ‘Unit’ and select the most suitable option.

Examples include number, percentage, days, and currency. This is the ‘Y’ axis of the KPI graph.

Note: Not Applicable for Camms.Risk standalone users.
 

Mandatory

Period

The Period of the KPI/KRI on which it is being reported on. 

Select a period which indicates how often you want to measure this indicator.

For example, is it Monthly, Quarterly or Annually? It is important that this is chosen correctly in the first instance as it cannot be modified once created.

Note: Not Applicable for Camms.Risk standalone users.

Mandatory

Aggregation 

The method of aggregation for the KPI/KRI. 

Choose your aggregation method from the available options: cumulative, normal and average.

  • Cumulative will result in the system summing up values based on the time frames selected.
  • Normal will return the figure for the last closing reporting period within the selected time frame.
  • Average will display data as an average of the period of analysis.

IMPORTANT: If you have changed the KPI aggregation at any time after setting it up, you will need to re-save the targets and actuals tab (re-save the current data) in order for the calculations to be refreshed and reflect correctly within other screens/reports, etc.

Note: Not Applicable for Camms.Risk standalone users.

Mandatory

Calculation Method
The method of performance calculation for the KPI/KRI.

The calculation method for the KPI, determines the rules behind the traffic light reporting. You can choose Less is Better, More is Better or Goal Post.

Note: Not Applicable for Camms.Risk standalone users.
KPI Performance Calculations
Calculation MethodDescriptionFormula
Less is Better

Where it is desirable to get the lowest possible value for the KPI Actual

Where a result lower in value to the target will result in a green light  

Example: Interest ratio (interest on borrowings/total expenditure)
Target 10% | Actual 8%

If (Target = 0)

          If (Actual <= 0) then 100

         Else 0

If ( Target > 0

          1 – (Actual/Target) + 1

Else

          Actual/Target

More is Better

Where it is desirable to get the highest value possible for the KPI Actual

Where a result higher in value to the target will result in a green light

Example: Customer Satisfaction
Target 85% | Actual 95

If (Target = 0)

          If (Actual >= 0) then 100

         Else 0

Else

         Actual/Target

Goal Post

Where it is desirable to get the KPI Actual around the Target value within the Variance

Where achievement of the target results in a green light

Example: Achievement of Budget
Target $3,000,000 ± 5% | Actual $2,950,000

If Actual < LB then: (Actual/LB)

If Actual > UP then: LB-(Actual – UB)/LB


UB (Upper Boundary) = Target +(Target*Variance/100)

LB (Lower Boundary) = Target - (Target*Variance/100)

The below table explains how the calculations are reflected in traffic lights, which uses different colours to denote the performance.
Calculation MethodGreenAmberRed
Less is Better
Performance >= 100
(100 - Variance) >= Performance < 100
Performance < (100 - Variance)
More is Better
Performance >= 100
(100 - Variance) >= Performance < 100
Performance < (100 - Variance)
Goal Post
Performance = 100
N/APerformance <> 100
Mandatory
Time Horizon 

The Time Horizon dropdown lets you choose how the KPI graphs and values are displayed.

This is an optional field which can be activated by CAMMS if requested as part of your Scoping Day. There are three options: YTD, Period and Rolling. If not activated, the Time Horizon will default to Period.

There are three options YTD, Period and Rolling.
1. YTD will always show beginning of the financial year to Date To chosen, regardless of Date From selected.
Example 1: YTD KPI; Period - Monthly, Aggregation - Cumulative

Month

Target

Actual

July

10

5

August

30

3

September

20

4

October

10

3

November

20

20

If Date From = 1/7/08 and Date To = 30/11/08 the calculation would ignore Date From (as it is a YTD KPI), and therefore calculate it as July+Aug+Sept+Oct+Nov.

2. Period will always show the period Date From and Date To.
Example 2: Period KPI; Period - Monthly, Aggregation - Cumulative

Month

Target

Actual

July

10

5

Aug

30

3

September

20

4

October

10

3

November

20

20

If Date From = 1/8/08 and Date To = 30/11/08, the calculation would be just for those months (August + September+ October+ November)

3. Rolling is a time period for the KPI for when it cumulates or averages, e.g. 5 month cumulative KPI would display as follows:   

Period 6 shows the sum of period 2 to period 6 (5 periods)

Period

Target

Variance

Actual

Rolling 5 months Actual

1

100

10

91

91

2

100

10

61

152

3

110

10

92

244

4

111

10

100

344

5

120

10

150

494

6

100

10

120

523

7

180

10

60

522

8

 50

10

70

500

9

90

10

90

490

10

100

10

100

440

11

100

10

87

407

12

100

10

95

442

13

 98

10

92

464

14

 97

10

95

469

15

 96

10

97

466


Optional

Description 
The detailed description of the KPI/KRI

Optional


The new KPI/KRIs will appear on the left-hand side of the screen and further let you link the same with risks within the application.