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.

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.

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.

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

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

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.

• 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. 

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.

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.

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. 

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

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.

• 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 Method Description Formula 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 Method Green Amber Red 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/A Performance <> 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.