Overview

You can navigate to the Workspace menu by clicking on the Strategy Navigation button as shown in the image below.

The Workspace menu helps you to navigate to the following pages.

  •  My Quick Update
  •  My Workspace
  •  My Reports
  •  Executive Intelligence
  •  Executive Portal
  •  My Settings
  •  Strategy Map Executive Intelligence and Executive Portal pages are only available to the users with executive privileges.

*Executive Intelligence and Executive Portal pages will be available only to the users with executive privileges. Please note these options will be displayed as per user permissions.


My Quick Update

In Workspace, click on the "My Quick Update" which will direct you to the page shown below. This screen is personalised to show only information that relates to you as an individual user and it makes it easier for you to update any relevant record without going through an extended process.

  • In My Quick Updates page, you can see all the quick update links for Actions, Tasks, KPIs, Risks, Risk Actions, Risk Controls, Audit Recommendations, Projects, Project Tasks and Project Approvals that you are responsible for, on top of the screen. The count of responsibilities is displayed within individual circles above each of the items. Risk Actions and Audit recommendations areas will be available only if you have purchased Integrated Risk Manager and the Audit Manager. 
  • Click on the arrow icons located on the left and right corners of the screen to easily browse through the sections. If a particular section is not needed to be shown on the Quick Update page, you can hide it via My Settings > Quick Update.
  • You can see how many records are under each section by the count displayed within the circles on this page. However, you can adjust this count to be a value between 3 and 5 through Settings. This can be done for both ‘Executive portal’ and ‘Quick Update’ pages. The total number of records available under each section will be displayed along with the number of records shown.
  • If the list of records needs to be expanded to show all the available records, you have to click on the number of records mentioned at the top of each section. For example, If My Risk page shows 13 records out of 21 available, 'Showing 13 of 21' will be mentioned right next to the title 'My Risk'. Once you click on 'Showing 13 of 21', you would be able to see the list of all twenty-one records available.
  • Maximum of 15 records can be displayed in one page, and therefore if there are more than 15 records, the remaining records will be ordered in numbered pages. You can use the number hyperlinks to navigate to the other pages.


Features mentioned below in My Quick Updates home page make updates easier:

  • Hyperlink to each component - Each component will open right below the header area. 
  • Option to update the records and save the changes made
  • Hyperlink to the relevant actions - Each action can be expanded and the title hyperlink opens in a new window by default. This behavior can be toggled by your Administrator, either to enable the link to be hidden or to be opened in the same window. Please contact your Administrator to configure this according to your preference.
  • Option to view the list of records available under each area
  • Ability to expand the filter area to search for a specific record
  • Displays the progress and performance through progress bars.
  • Emails can be sent with comments
  • Discussion forum- Each action can be discussed in an individual discussion forum. Notifications can be sent if necessary.

The functionalities of the common icons available in My Quick Updates page is explained under the topic Common Icons.

Note: The Save All and Spell Check icons which are shown commonly for multiple records, are hidden when an individual record is expanded using the plus icon given on the left side of the row. However, you would be able to use the Save and Spell Check icons given under that specific record to save updates and carry out spell check respectively.


My Actions

There are two types of views for Actions in the My Quick Update area, which are mentioned as follows:

  • Grid View
  • Kanban View

The preferred view can be selected by clicking on this icon below


Grid View

Action area shows all actions that you are responsible for, ordered by Action ID.


For each action, following data are displayed by default.

Field

Description

Title

Each action can be expanded and the title hyperlink will open in a new window by default.

According to the settings configured by your Administrator, the hyperlink will be enabled or disabled. When enabled, it opens the relevant record in a new tab or in a new window.

Discussion Forum 

Each action has a separate discussion forum available for the members to communicate with each other regarding  a particular action.

 

 

Email

Clicking on this icon enables you to send an email based on the relevant action’s progress. A popup window will be displayed enabling you to send an email to a staff member within CAMMS or to a separate email address.

 

 

Tag

Tags added to the action are indicated below the Action title.

 

Note: ‘Enable tags to Actions, Tasks and KPIs’ setting should be enabled to view tags here.

 

% Complete

Progress bar indicates the percentage completed and the bar will display the following based on the configurations within Administration>Settings>Progress Calculation area.

If the project which is ‘off track’, the bar will become red.

 If the project is ‘ongoing’, the bar will become yellow or amber.

 If the project is ‘on track’, the bar will become green.

Progress bar Indicator will be blank(unlit) in  the following instances;

  • For Ongoing Actions where the action progress values are unspecified in the system by default.
  • Actions for which Target values have not been set.

Progress bar indicator will be based on the period’s performance, i.e.; action YTD actuals against the period target.

Thresholds are set within the Administration area and can be changed to suit organizational requirements by the Administrator. See Action Progress Threshold area for further information.

The default threshold is:

  • On Track (>=) 90
  • Off track (<) 70
  • Monitor (<90 and >= 70) (based on the on track and off track numbers). Less than 90 and greater than or equal to 70.

 

Target

Target set for the Action is displayed here. This is set to the last closed period by default, unless your Administrator changes it to show the current period. The changes can be made in the Settings page. 

 

Status

Editable drop down menu which displays the latest status of the relevant action.

 

Start date

Allows the user to set the start date as you start the action. Once the date is set, the user will need to go below to the expanded area called ‘Quick Progress’ in order to update the start date.

 

End Date

Allows the user to set the end date as you start the action. Once the date is set, the user will need to go below to the expanded area called ‘Quick Progress’ in order to update the end date.

 

Completion date

When an action is completed, Completion Date field will be enabled. This field is non-editable for incomplete actions.

Your Administrator can make the action completion date mandatory or optional via Menu > Administration > Settings > Make Completion Date Mandatory.

 

Progress comments

Latest progress comment is displayed here. You can make updates in the given text box when required.


Expanding the actions will show you the Quick Progress area where you can see the detailed description of each action. 

Within the expanded section you can see the last updated date and time. By clicking on the clock icon, the user will be able to see the history of each task. Save icon is clicked to save the changes you do within each action and the spell checker icon is used to check the spellings.

Field

Description

Department

The business unit to which the action is assigned

Strategies

Choosing the right strategy is done first before linking a project to an action or to a task in the system.

Revised start date

Allows to change the start date. 

Revised end date

Allows to change the end date. 

Percent completed

Updating the completed percentage can be done by using this option.


Expanding the actions will also show the Executive Update area where you can see the current functionalities of executives for each. Details of latest updates will be displayed at the top of the area. 

Field

Description

Department

Shows the related department of a certain action

Click on the filter icon to filter your actions:


Following filters are available:

Filter

Description

Search

A text box that allows you to perform a keyword search on actions you are responsible for.

Tags

Drop-down list of Tags (configured through Tag Configuration). By Selecting a Tag, you will be provided with a list of Actions that tagged with the chosen tag.  The default action is “Show all”.

Note: ‘Enable tags to Actions, Tasks and KPIs’ setting should be enabled to view tags here.

Hierarchy

Drop-down list that lists all hierarchies in the system (including custom hierarchies). Selecting a hierarchy would display your actions that are linked to that particular hierarchy.

Hierarchy Level

Drop-down list that shows all hierarchy levels under the hierarchy you selected on the above filter. Selecting a hierarchy level display your actions that are linked to that particular hierarchy level.

Hierarchy Node

Drop-down list that shows all nodes available under the hierarchy level you selected on the above filter. Selecting a hierarchy node would display your actions that are linked to that particular node.

Action Filter

Drop-down list that shows all the available Action Filters. By choosing an Action filter, a list of actions with the chosen Action Filter will be populated.  The default action is “Show all”.

Status

Drop-down list that shows all possible action statuses. Selecting a status would display all Actions currently in the selected Action status. The default action is “Show all”.

Risk Rating

Drop-down list that shows all risk rating types that are defined only in the standard core. This does not link to the integrated risk manager. Therefore, this is applicable only if you use the standard risk rating drop-down menus. The default action is “Show all”.  

Action Grouping

Drop-down list that shows all action groupings which are customized for the organization. Selecting an Action group would filter all actions that pertain to the chosen action grouping.

Reporting Year

Drop-down list of reporting years. By filtering the Reporting Year, the Actions that run across the selected year and are active in the current period will be displayed.  The default action is “Show all”.

Last Progress Update

Drop down list that filters the Actions per the last Progress Update. The default action is “Show all”.

Related Plans

Drop-down list of Related Plans (added through Framework>Related Plans). By Selecting a Related Plan, you will be provided with a list of Actions that is linked to the chosen Related Plan.  The default action is “Show all”.

Budget Type

Drop-down list of the Budget Types linked to Actions is provided. By Choosing the Budget Type, the Actions will be filtered according to the selected budget type. The default action is “Show all”.

Hide Completed

Ticking this box excludes all completed Actions from the list. Unticked by default.

Search and Clear Filters buttons are available within the area. Ticking the “Save as Default” box will save the current search criteria as the default one.


Action Progress Update

Once you expand a particular action block using the expansion arrow icon, the following detailed view can be seen. 

1. Quick progress – further action details would be seen under this view. Also, action title is displayed as a hyperlink so that action can be loaded in a new tab for extended updates.       

2. Executive update – executive updates related to actions can be given through this interface.


Following filter options can be used for action filtrations within My Quick Update page.


Filter

Description

SearchA text box that would allow you to perform a key word search on actions you are responsible for.
HierarchyDrop down that lists all hierarchies in the system (including any custom hierarchies). Selecting a hierarchy would allow you to further filter records up to a hierarchy node. Defaulted to Show all.
Hierarchy LevelDrop down that lists all hierarchy levels under the hierarchy you selected on the above filter. Selecting a hierarchy level would allow you to further filter records up to a hierarchy node.
Hierarchy NodeDrop down that list all nodes available under the hierarchy level you selected on the above filter. Selecting a hierarchy node would display your actions that are linked to a particular node.
Action FilterDrop down that lists all the available Action Filters. By choosing an action filter, a list of actions with the chosen action filter will be populated.  Defaults to “Show all.”
StatusLists all possible statuses for an action. Selecting a status would display all actions currently in the selected action status. Defaulted to Show all.
Risk RatingDrop down that lists all risk rating types defined in the standard core only. This does not link to the integrated risk manager at all. Therefore this will only be applicable if you use the standard risk rating drop downs. Defaulted to show all.  
Action GroupingDrop down that lists all action groupings which are customised for the organisation. Selecting an action group would filter all actions that pertain to the chosen action grouping. Defaulted to show all.  
Reporting YearDrop down list of reporting years. By filtering the reporting year, actions that run across the selected year and are active in the current period will be displayed.  Defaulted to Show all.
Last ProgressChoose from a dropdown list that filters the actions per the last progress update. Defaulted to Show all.
Related PlansDrop down list of related plans added through Framework> Related plans. By Selecting a related plan you will be provided with a list of actions that is linked to the chosen related plan. Defaulted to Show all.
Budget TypeDrop down of the budget types that are setup on actions. By choosing a budget type, user can filter actions for the same. Defaulted to Show all.
Hide CompletedTicking this would exclude all completed actions from the list. Ticked by default.
Hide CancelledTicking this would exclude all cancelled actions from the list. Unticked by default.
Save as defaultSave the current filter selection as default.
Hide DeferredTicking this would exclude all deferred actions from the list. Unticked by default.
SearchActions can be searched for the set filter criteria using this button.
Clear filtersClear the current filter selection and restore the default filter state.


Kanban View

Actions are displayed using a column-like graphical interface grouped by action status.

  • To View more details, click on the three dots on the Action Card and click as shown above.
  • Now you can have a much more detailed view of the action that you clicked on.


My Tasks

This displays all the tasks which you are responsible for. The tasks will be grouped under the Action title to which they are linked to. You can click on the expand arrow in front of each task to see the relevant details.


For each task, following data is displayed by default.  

Title

Each task can be expanded and the title hyperlink will open in a new window by default.

According to the settings configured by your Administrator the hyperlink will be enabled or disabled. If enabled, it can open the relevant record in a new tab or in a new window.

Tags

Tags added to the Task are indicated below the Task title.

 

Note: ‘Enable tags to Actions, Tasks and KPIs’ setting should be enabled to view tags here.

% Complete

Progress bar indicates the percentage completed and the bar will display the following based on the configurations within Administration>Settings>Progress Calculation area.

If the project which is ‘off track’, the bar will become red.

If the project is ‘ongoing’, the bar will become yellow or amber. 

 If the project is ‘on track’, the bar will become green.

Progress bar Indicator will be blank(unlit) in the following instances;

  • For Ongoing Actions where the action progress values are unspecified in the system by default.
  • Actions for which Target values have not been set.

Progress bar indicator will be based on the period’s performance - action YTD actuals against the period target.

Thresholds are set within the Admin area and can be changed to suit organizational requirements by the Administrator. See Action Progress Threshold area.

The default threshold is:

  • On Track (>=) 90
  • Off track (<) 70
  • Monitor (<90 and >= 70) (based on the on track and off track numbers). Less than 90 and greater than or equal to 70.

Status

Drop down list displaying the latest task status. Editable.

Start date

Allows the user to set the start date as you start the task. Once the date is set, the user will need to go below to the expanded area ‘Quick Progress’ in order to update the start date.

End Date

Allows the user to set the end date as you start the action. Once the date is set, the user will need to go below to the expanded area ‘Quick Progress’ in order to update the end date.

Progress comments

Latest progress comment is displayed here. You can make updates in the given text box when required.

Email

Clicking on this icon enables you to send an email based on the relevant task’s progress. A popup window will be displayed enabling you to send an email to a staff member within CAMMS or to a separate email address.

Responsible Officer
A Responsible Officer can be selected for the Task.
NoteIf a staff assigned for the Task is inactive, an inactive suffix will appear next to staff name.

                      

Expanding the task will show you the progress update area where you can see the detailed description of each task. 

Within the expanded section you can see the last updated date and time. By clicking on the clock icon, the user will be able to see the history of each task. Save icon can be used to save the changes you do within each action and the spell checker icon can be used to check the spellings.

 

 


Click on the filter icon to filter your tasks:


Following filters are available:

Filter

Description

Search

A text box that allows you to perform a keyword search on tasks you are responsible for.

Tags

Drop-down list of Tags (configured through Tag Configuration). By Selecting a Tag, you will be provided with a list of Tasks that tagged with the chosen tag.  The default action is “Show all”.

Note: ‘Enable tags to Actions, Tasks and KPIs’ setting should be enabled to view tags here.

Hierarchy

Drop-down list that shows all hierarchies in the system (including any custom hierarchies). Selecting a hierarchy further allows you to filter records up to a hierarchy node.

Hierarchy Level

Drop-down list that shows all hierarchy levels under the hierarchy you selected on the above filter. Selecting a hierarchy level further allows you to filter records up to a hierarchy node.

Hierarchy Node

Drop-down list that shows all nodes available under the hierarchy level you selected on the above filter. Selecting a hierarchy node would display your tasks that are linked to the particular node.

Action Filter

Drop-down list that shows all the available Action Filters. By choosing an Action filter, tasks linked to actions with the chosen Action Filter will be populated.  The default action is “Show all”.

Status

Drop-down list that shows the various stages/status of a Task. Selecting the Status would display Tasks relevant to the Status chosen.  

Action Grouping

Drop-down list that shows all Action Groupings which are customized for the organization. Selecting an Action Group would filter tasks linked to Actions that pertain to the chosen Action Grouping.

Reporting Year

Drop-down list that shows all reporting years. By filtering the Reporting Year, Tasks that run across the selected year and are active in the current period will be displayed.  The default action is “Show all”.

Last Progress Update

Choose from a Drop-down list that filters the Tasks per the last Progress Update.  The default action is “Show all”.

Related Plans

Drop-down list of Related Plans added through Framework> Related plans. By Selecting a Related Plan, you will be provided with a list of Tasks that is linked to the chosen Related Plan.  The default action is “Show all”.

Budget Type

Drop-down of the Budget Types that would be linked to Actions is provided. By Choosing the Budget Type it will filter tasks linked to Actions with the particular budget type. The default action is “Show all”.

Hide Completed

Ticking this box excludes all completed tasks from the list. Unticked by default.


Search and Clear Filters buttons are available within the area. Ticking the “Save as Default” box will save the current search criteria as the default one.


Task Progress Update

There are two main methods to carry out a task progress update;


Method 1:

Edit the inline columns and click Save. You can make updates to multiple task rows at once and click on the Save All button to update the Tasks.

 

Method 2:

  • STEP 1: Click on the Plus icon on the left side of the task row to expand the update area of the specific task. The department, strategy, to which the Action is linked, are displayed at the top of the record. The progress comments, start, end and completion summary of the task will be displayed at the bottom.


  • STEP 2: Update the task details and append sub task comments to the task comment by clicking on 'Append task Comment' button (if any).
  • STEP 3: Click on the Save icon once the changes are made.


Click on the Task Grid icon to open the popup window which displays the sub-tasks of the selected task (if any). Update the progress comments, status and percentage completed for the tasks and click on Save All icon. Once the changes have been saved, you can close the pop up window.

Please refer to the Common Icons when you are updating individual or multiple records.


  • Setting the Status as ‘Not started’ or 'ongoing' will automatically set the percentage completed to 0%.
  • Setting the Status as ‘Complete’ will automatically set the percentage completed to 100%. When the status is set to complete, ‘Completed Date’ field will be enabled allowing you to enter the actual date of completion. This may be mandatory or optional depending on the configurations done by your Administrator.
  • You will not be able to modify the Completed percentage for ‘Not started’, ‘ongoing’ or ‘Completed’ Statuses. However, ‘IN PROGRESS’ or ‘DEFERRED’ statuses have a modifiable field for entering the completed percentage. This field may only have a number between 0 and 100.   


Note: If a staff assigned for a Task is inactive, an inactive suffix will appear next to staff name.

My KPIs

You can update the progress of your Key Performance Indicators via My KPIs section. It is the quickest and easiest way to update KPIs for which you are responsible.

Depending on the settings configured by your Administrator, My KPIs also enables you to perform progress updates for them.

 

KPIs are grouped by period in ascending order e.g.: weekly, fortnightly, annually. All data displayed for KPIs will be applicable to the last closed period. This behavior can be toggled by your Administrator, if details for the current period needs to be displayed.

For each KPI, the following data is displayed by default.

Field

Description

Title

KPI Title. A superscript is displayed here to indicate the type of KPI.

  • T for Trend
  • R for Rollup
  • C for Calculated

According to the settings configured by your Administrator, the title hyperlink will be enabled or disabled. When enabled, the relevant record will be opened in a new tab or in a new window.

Tags

Tags added to the KPI are indicated below the KPI title.

 

Note: ‘Enable tags to Actions, Tasks and KPIs’ setting should be enabled to view tags here.

Comments

The latest KPI progress comment is displayed here. You can edit the comment if required.

Period

Assessment period for each KPI will be displayed here.  

Actual

The latest Actual value is displayed here. Actual's can be updated here if required.

Note : The Actual of a calculated KPI will be automatically calculated from the actual of its sub-KPIs based on the formula that has been entered in the KPI > Sub KPI tab.

Target

Target set for a KPI to assess its performance is shown here. This field is non-editable.  A target must be set in order to update via the quick update page (excluding Trend KPIs that don't have targets)

Trend Arrows

Displays the trend of the KPI. Trend is determined by comparing the Performance from the current period to the Performance of the previous period.

Note: Trend arrow will not be displayed for Trend KPIs as it has no Target set to calculate performance.

KPI Trend arrow also can be based on the actual value. In order to enable this, your Camms.Strategy® administrator needs to enable KPI trend to be based on Actual value from the Settings page.

Traffic lights

Displays the YTD progress of the KPI. This behavior can be toggled by your Administrator to display the traffic lights based on the KPI period performance.

Action progress traffic light will display the following indications based on the Action Progress Threshold configured within the configuration area.

On Track -

Monitor -

Off Track -

Chart

Expands the update area of the relevant KPI and displays the chart tab*.

Responsible OfficerA Responsible Officer can be selected for the KPI.
Note: If a staff assigned for the KPI is inactive, an inactive suffix will appear next to staff name.

*KPI chart - Further details are explained under KPI Graph page.


Following filters are available;

Filter

Description

Search

A text box that allows you to perform a keyword search on KPI's you are responsible for.

Tags

Drop-down list of Tags (configured through Tag Configuration). By Selecting a Tag, you will be provided with a list of KPIs that tagged with the chosen tag.  The default action is “Show all”.

Note: ‘Enable tags to Actions, Tasks and KPIs’ setting should be enabled to view tags here.

Hierarchy

Drop-down list that shows all hierarchies including any custom hierarchies. Selecting a hierarchy would allow you to further filter records up to a hierarchy node.

Hierarchy Level

Drop-down list that shows all hierarchy levels under the hierarchy you selected on the above filter. Selecting a hierarchy level would allow you to further filter records up to a hierarchy node.

Hierarchy Node

Drop-down list that shows all nodes available under the hierarchy level you selected on the above filter. Selecting a hierarchy node would display your KPI's that are linked to the particular node.

Stakeholder

Drop-down list that shows all stakeholders available within the system. By Selecting a Stakeholder you will be provided with a list of KPIs that is linked to the chosen Stakeholder.

Last Progress Update

Choose from a Drop-down list that filters the KPI per the last Progress Update. Now the search would be filtered based on the selected last Progress Update.

Related Plans

Drop-down list of Related Plans that could be linked to a KPI is provided. By Selecting a Related Plan you will be provided with a list of KPIs that is linked to the chosen Related Plan.

KPI Performance

Drop-down list of KPI Performance options. By Selecting a performance (On Track/Monitor/Off Track) you will filter your search for KPIs in the selected Performance.

Hide inactive

Ticking this box excludes all inactive KPIs from the list. Ticked by default.

Hide Archived

Ticking this box excludes all archived KPIs from the list. Ticked by default.


Search and Clear Filters buttons are available within the area. Ticking the “Save as Default” box will save the current search criteria as the default one.


KPI Progress Update

There are two methods to carry out a KPI progress update:


Method 1:

  • STEP 1: Type your updated comment on the 'Progress comment' textbox and enter the value in the 'Actual' text box against the specific KPI you intend to update.
Note: KPIs without Targets set, excluding Trend KPIs, will appear grey and non-editable. KPIs MUST have a target set (i.e.; targets/actual tab saved) in order to be added in your actuals via the Quick Update page. This is a CAMMS business rule. The user may still add actuals through the KPI input area, i.e.; a target will be saved at the same time (target of 0 if no value is actually added). Performance will be then calculated based on that target set.

 

 

  • STEP 2: Save the changes by clicking on the 'Save All' icon.
    You can make updates into multiple KPI rows at once and click Save All button to update the KPIs.

Method 2:

  • STEP 1: Click on the plus icon on the left side of the KPI row to expand the updating area for the specific KPI. Two previous periods and the current period, target and actuals will be displayed by default.
  • STEP 2: Update actual progress and comments for each period.

  • STEP 3: Search for a tag by typing the first few letters in the ‘Tag’ field against a period value of a KPI.
    Note: Tags must be configured from the ‘Tag Configuration’ area (Strategy Navigation> Administration> Configuration> Tag Configuration) by the administrator in order to add tags here.
  • STEP 4: Click on the save icon once the changes are made.


Business Rules for Trend arrow display

Trends are calculated by comparing the targets and actuals from the current period and the targets and actuals from the previous period. The actual is compared as a percentage (performance) of the target. 

For example:

Month 1:

  • Target = 30
  • Actual = 15
  • Performance = 50%

 

Month 2:

  • Target = 20
  • Actual= 11
  • Performance = 55%

Depending on calculation methods and aggregation method, the system will calculate KPI performance as a percentage of the KPI target. Then the current period YTD and the previous period YTD are compared and a trend is shown.


Trend arrow display for Trend KPIs – The above is applicable for all KPIs except Trend KPIs. For Trend KPIs, there is no Performance to compare because there is no Target to calculate Performance with. Thus, for Trend KPIs, the Trend arrow is determined by comparing the current period Actual with previous period Actual only.


My Risks

My Risks section would display all risks that you are the responsible officer (primary or secondary) for. This section is grouped by the risk type (Strategic, Operational and Project). This area will be available only if you are using Risk Management Module, along with SYCLE .

Clicking on a particular risk would take you to the risk details page via a new tab.

For each risk type following data is displayed by default:

Field

Description

Risk Code

Risk code as displayed in risk details area.

Risk Title

Title of the risk . Clicking the link should navigate you to the risk details screen.

Rating

Revised assessment rating is displayed here (CAMMS default image should be displayed if Risk Module Administrator has not included a custom image via risk settings area).  Instances where revised assessment is not initiated, then rating will be blank.

Next Review Date

Next review date indicated in the 'Risk Review' screen is displayed here. Overdue indicator is displayed next to the date if the risk is overdue.

Project Risk Code

Only applicable for Project risks type. Project code is displayed here. Clicking the Project code will navigate you to project detail screen in Project and Program management module.

Email Icon

Clicking on this icon enables you to send an email based on a risks update. A popup window will be displayed to send the email to a staff member within SYCLE or a separate email address.

Expanding the Risk area will show you the Assessment area where you can see the detailed description of each Risk. 

  • Revised Risk Assessment
  • Next review date – The date can be updated 
  • Previous 6 months highlights – Can be updated if required
  • Risk owner comments – Can be updated if required
  • Manager comments – Can be updated if required 
  • Risk actions


Following filters is available to search and filter your risks:

 

Filter

Description

Risk Code

Text box that allows you to type in the risk code and search for the risk. This is a key word search and therefore, by entering a part of the code you will be able to filter out all risks that contain the typed characters anywhere in the code.

Search

Text box that allows you to type in the risk title and search for the risk. This is a key word search and therefore, by entering a part of the title you will be able to filter out all risks that contain the typed characters anywhere in the title.

Risk Rating

Lists all rating types defined in the Framework> Risk Settings. Selecting a rating type would display only the risks that have the selected rating as its latest rating. Defaulted to 'Show all.'

Risk Status  

Lists all statuses defined in the Risk Analysis screen. Selecting a status would display only the risks of selected status. Defaulted to 'Active risks only'.

'Search' and 'Clear Filters' buttons are available within filters area. Ticking “Save as default” option will save the current search as default.

Risk Assessment

To carry out a risk assessment via Risk My Quick Update page:

  • STEP 1: Expand Risk by clicking on the expand icon adjacent to the record.

  • STEP 2: Revised risk assessment is displayed with criteria and rating. Select the ratings from the rating dropdowns.
    When revised risk assessment is not initiated (where first save is not triggered) then rating should be blank and selected criteria in initial risk assessment are displayed in the dropdowns. Rating will be updated upon save.
  • STEP 3:  Next review date is auto populated based on the last review date and frequency.  When the frequency is not selected in the Risk review screen then date field will be blank. You can select another date by using the date control.
  • STEP 4: If you are the risk owner you can enter risk owner comment. The risk manager can add the management comment.
    Risk owner comment & Management Comment would be available if you have ‘Custom Control’ tab activated within Framework > System settings. Please contact CAMMS Helpdesk to have this feature enabled for your environment.
  • STEP 5: Click 'Save' button to save any changes made to the record.
    All risk actions for the expanded risk will be displayed in a table with its title, responsible officer, status, % completed and progress. These records will be non-editable.

My Risk Actions

This is an optional feature which can be activated or deactivated by CAMMS upon request. A cost may be associated with this activation.

Please contact the CAMMS Helpdesk for more information.

My Risk Actions shows all the risk mitigation actions which you are responsible for. This area will be available only if you are using Risk Management Module, along with SYCLE.

This section is initially grouped by Risk Type and then by the Risk.

For each risk action, the following data is displayed by default:

Field

Description

Title

Action title. Clicking the hyperlink will direct you to the Risk Action details screen.

% complete 

Progress bar indicates the percentage completed and the bar will display the following based on the configurations within Administration > Settings > Progress Calculation area.

If the project which is ‘off track’, the bar will become red.

 

 If the project is ‘ongoing’, the bar will become yellow or amber. 

 If the project is completed, the bar will become green.

Progress bar Indicator will be blank(unlit) in the following instances;

  • For Ongoing Actions where the action progress values are unspecified in the system by default.
  • Actions for which Target values have not been set.

Progress bar indicator will be based on the period’s performance - action YTD actuals against the period target.

Thresholds are set within the Admin area and can be changed to suit organizational requirements by the Administrator. See Action Progress Threshold area for more information.

The default threshold is:

  • On Track (>=) 90
  • Off track (<) 70
  • Monitor (<90 and >= 70) (based on the on track and off track numbers). Less than 90 and greater than or equal to 70.

Status

Drop-down list displaying the latest risk action status. Editable.

Progress comment 

Latest progress comment is displayed here. You can make any update when required.


Following filers are available in risk action quick update interface:

 

Filter

Description

Search

Text box that allows you to type in the risk action title and search. This is a key word search and therefore, by entering a part of the title you will be able to filter out all risks that contain the typed characters anywhere in the title.

Status

Dropdown that lists various statuses of an risk action. Selecting a status would display all actions in the selected action status. Defaulted to 'Show all.'

Last changed

Dropdown that lists a predefined time frames; i.e. over a week ago, over a month ago, over 3 months ago etc. Selecting a time frame would display all risk actions that has been updated within the time frame specified. Defaulted to 'Show all.'

Reporting Year

Dropdown that lists reporting years from 00/01 to 69/70. Selecting a reporting year would display all actions that runs through the selected reporting year. Defaults to 'Show all.'

Hide Completed

Ticking this would exclude all completed actions from the list. Unticked by default.

'Search' and 'Clear' Filters buttons are available within filters area. Ticking 'Save as Default' option will save the current search as default.

Risk Action Progress Update

Edit the in-line columns and click save. You can type updates into multiple action rows at once and click 'Save all' button to update the actions.

OR

  • STEP 1: Expand Risk Action by clicking on the down arrow icon adjacent to the record.
  • STEP 2: The following screen will be displayed for you to update the progress of the risk mitigation action.

  • STEP 3: Change start and end dates and reporting frequency if necessary.
  • STEP 4: Enter an explanatory comment about the progress of the item, choose a status and enter percent complete.
  • STEP 5: Click Save button to save any changes made to the record.
  • Setting a Status of ‘Not started’ or 'Ongoing' will automatically set the percentage to 0%.

  • Setting a Status of ‘Complete’ will automatically set the percentage complete to 100%. When the status is set to complete, completed date field will be enabled allowing you to enter the actual date of completion. This may be mandatory/optional depending on the configurations done by your Administrator.

  • You will not be able to modify the Percent Complete for ‘Not started’, ‘Ongoing’ or ‘Completed’ Statuses. However, an ‘IN PROGRESS’ or ‘DEFERRED’ status will show a % complete that is editable. This field may have a number added between 0 and 100 only.   

My Risk Controls

 

This is an optional feature which can be activated or deactivated by CAMMS upon request. A cost may be associated with activation.

Please contact the CAMMS Helpdesk for more information.

The Risk control quick update area is used if you have the Risk Control functionality within the Integrated Risk Manager. This will show all the risk controls that you are the responsible officer for within the Risk Management (Camms.Risk®) area.


For each risk control, the following data is displayed by default;

Field

Description

Title

Risk Control title. Clicking the hyperlink will direct you to the Risk Control details screen.

Risk Code

The risk code which the risk control relates to.

Risk Title

The risk title which the risk control relates to.

Email Icon

Clicking on this icon enables you to send an email based on this Risk control update. A popup window will be displayed to send the email to a staff member within Camms.Strategy® or a separate email address.


Following filers will be available:  

Filter

Description

Control Title

A text box that allows you to perform a search on the risk controls that you are responsible for. This is a keyword search and therefore, by entering a part of the control title you will be able to filter out all risk controls that contain the typed characters anywhere in the title.

Control Type

Drop-down list that shows all control types. Selecting a control type will display all risk controls with that type only. The default action is “Show all”.

Control Owner

Drop-down list that shows the staff list in order to filter by the control owner. Selecting a control owner will only show risk controls linked to that owner. The default action is “Show all”.

Control Owner Effectiveness Rating

Drop-down list that shows all Risk Control Effectiveness Ratings. Selecting an item will filter risk controls by that Rating. The default action is “Show all”.

Control Business Unit

Drop-down list that shows all the business units in the system. Selecting a business unit will show all risk controls linked to that specific business unit, identified through the risk controls details page. The default action is “Show all”.

Risk Code

A text box that allows you to perform a search on your risk controls by risk code. This is a keyword search and therefore, by entering a part of the Risk Code you will be able to filter out all risk controls that are linked to that risk code.

Risk Title

A text box that allows you to perform a search on your risk controls by risk title. This is a keyword search and therefore, by entering a part of the Risk Title you will be able to filter out all risk controls that are linked to that risk Title.

Risk Type

Drop-down list that shows all Risk types you have activated (Strategic, Operational or Project). This allows you to filter out risk controls by their corresponding risk types. The default action is “Show all”.


Search and Clear Filters buttons are available within the filtering area. Ticking the “Save as Default” box will save the current search criteria as the default one. 

To perform a quick update via the quick update page:

  • STEP 1: Expand Risk Control by clicking on the arrow icon adjacent to the relevant risk control.
  • STEP 2: The following screen will be displayed for you to update the progress of the risk control.

  • STEP 3: Update Control Type, Control Owner, Effectiveness Rating, last control review date, next control review date and comments if necessary.
  • STEP 5: Click on the Save button to save any changes made.
Note: Please contact CAMMS if you would like more information or a quote to purchase this functionality.


My Audit Recommendations

 

This is an optional feature which can be activated or deactivated by CAMMS upon request. A cost may be associated with activation.

Please contact the CAMMS Helpdesk for more information.

This section displays all the audit recommendations for which you have been assigned as the responsible officer. The audit recommendations will be available only if you are using the Audit Management functionality.

The Audit recommendation title functions as the hyperlink to the relevant audit recommendation record and you can navigate to the audit details screen by clicking on the title of the audit recommendation.

You can send an email with regard to the relevant record to the user IDs available in the system or to manually added email addresses by clicking on the Email icon.

For each Audit Recommendation, the following data is displayed by default:

Field

Description

Title

Audit Recommendation title. Clicking the hyperlink will direct you to the Audit Recommendation details screen.

Email Icon

Clicking on this icon enables you to send an email based on the selected Audit Recommendation updating. A popup window will be displayed to send the email to a staff member within Camms.Strategy® or to a separate email address.


My Projects

 

This is an optional feature which can be activated or deactivated by CAMMS upon request. A cost may be associated with activation.

Please contact the CAMMS Helpdesk for more information.

This section displays all the projects for which you have been assigned as the responsible officer.

The project title functions as the hyperlink to the relevant project and you can navigate to the project details screen by clicking on the title of the audit recommendation.

You can send an email with regard to the relevant record to the user IDs available in the system or manually added email addresses.

For each project, the following data is displayed by default (same as action area)

Field

Description

Title

 Each project can be expanded and the title hyperlink will open in a new window by default.

According to the settings configured by your Administrator the hyperlink will be enabled or disabled and when enabled, the relevant record will be opened in a new tab or in a new window.

Email Icon

Clicking on this icon enables you to send an email based on project update. A popup window will be displayed to send the email to a staff member within cammsstrategy® or to a separate email address.


Following filers will be available:

Filter

Description

Search

A textbox which allows you to perform a search on the projects you are responsible for. This is a key word search and therefore, by entering a part of the project title, you will be able to filter out all projects that contain the typed words anywhere in the title.

Project Type

A dropdown list of all project Types configured within the system.  Selecting a project type(s) will display only projects that are of the selected type. Defaults to “Show all”.

Project Position

A dropdown list of all project positions configured within the system. Selecting a position will display all projects that are assigned to you. Defaults to “Show all”.

Performance Status

A dropdown list of performance statuses available for a Project (i.e. On Track, Monitor, Off Track). Selecting a performance status will display all projects with the selected project performance status. Defaults to “Show all”.

Project Status

Drop-down listing allowing you to select ‘Open’, ‘Close’ ‘Upcoming’ or ‘Show All’.

Hierarchy

Drop down that lists all hierarchies in the system (including any custom hierarchies). Selecting a hierarchy would allow you to further filter records up to a hierarchy node. Defaulted to Show all.

Hierarchy Level

Drop down that lists all hierarchy levels under the hierarchy you selected on the above filter. Selecting a hierarchy level would allow you to further filter records up to a hierarchy node.

Hierarchy Node

Drop down that list all nodes available under the hierarchy level you selected on the above filter. Selecting a hierarchy node would display your Projects that are linked to a particular node.

Hide Closed Projects

Ticking this would exclude all deferred projects from the list.

Hide Completed Projects

Ticking this would exclude all completed projects from the list.


Search and Clear Filters buttons are available within the filtering area. Ticking the “Save as Default” box will save the current search criteria as the default one.


Project Task

 

This is an optional feature which can be activated or deactivated by CAMMS upon request. A cost may be associated with activation.

Please contact the CAMMS Helpdesk for more information.

This section displays all the project tasks for which you have been assigned as the responsible officer. The project tasks will be available only if you are using the project task.

The project task title functions as the hyperlink to the relevant project task’s details.

You can send an email with regard to the relevant record to the user IDs available in the system or to manually added email addresses.

For each Project Task, the following data is displayed by default: 

Field

Description

Title

Each project task title can be expanded and the title hyperlink will open in a new window by default.

According to the settings configured by your Administrator the hyperlink will be enabled or disabled. When enabled, the relevant record will be opened in a new tab or in a new window.

Email

Clicking on this icon enables you to send an email based on the relevant project task  progress. A popup window will be displayed to send the email to a staff member within Camms.Strategy® or to a manually added email address.

 

 

% Complete

Progress bar indicates the percentage completed and the bar will display the following based on the configurations within Administration>Settings>Progress Calculation area.

If the project is ‘off track’, the bar will become red

 If the project is ‘ongoing’, the bar will become yellow or amber. 

 if the project is completed, the bar will become green.

Progress bar Indicator will be blank(unlit) in the following instances;

  • Ongoing Actions where the action progress values are unspecified in the system by default.
  • Actions for which Target values have not been set.

Progress bar indicator will be based on the period’s performance - action YTD actuals against the period target.

Thresholds are set within the Admin area and can be changed to suit organizational requirements by the Administrator. See Action Progress Threshold area for more information.

The default threshold is:

  • On Track (>=) 90
  • Off track (<) 70
  • Monitor (<90 and >= 70) (based on the on track and off track numbers). Less than 90 and greater than or equal to 70.

Target

Target set for the task is displayed here. The default option is set to the last closed period unless your Administrator changes it to show the current period.

 Your Administrator can do this through the Administration>Settings>System Settings area.

Status

Editable Action status drop-down list displaying the latest Action status.

Start date

Allows the user to set the start date as you start the task. Once the date is set, the user will need to go below to the expanded area ‘Quick Progress’ in order to update the start date.

End Date

Allows the user to set the end date as you complete the task. Once the date is set, the user will need to go below to the expanded area ‘Quick Progress’ in order to update the end date.

Schedule 

Displays the schedule icon. Clicking on Schedule icon will open the current Gantt chart of the project which the task is linked to, in a pop-up. The same functionalities provided in Task Planning object will be available based on your user permissions.

Completion date

When a task is complete, this will be enabled. This field will be non-editable for incomplete tasks.

Your Administrator can make Action completion date mandatory or optional via Menu > Administration > Settings > System Settings > Make Completion Date Mandatory.



 

Project Approvals

 

This applies to organisations that use both our Camms.Strategy and Camms.Project modules.

 

This section displays all the project approvals for which you have been assigned as the responsible officer. 

For each project, the following data is displayed by default (same as action area)

Field

Description

Phase

Displays the phase in which the sign off object is in the change request workflow. Phase name will be hyperlinked. Clicking this will navigate you to the relevant sign off (open in a new window).

Objects

Displays the sign off object name. Non editable.

Submitted Date

Requested date and time. Non-editable.

Submitted by

The name of the staff who submitted the change request for sign-off. Non-editable.

Project Position

The project position of the staff who submitted the change request for sign-off. Non-editable.

Comment

Multi line text box provided for the approver to enter a comment.

Action

A dropdown list with options: “Approve”, “Not Approve” and “Re-open”.

Confirm icon

Clicking on this will confirm the action selected from “Action” dropdown. For example, if you select “Approve” from the “action” dropdown and clicks on the Confirm icon, then the respective change request will get approved.

 

Report icon

Clicking on the report icon will load the Project Master Report for the respective change request in the SSRS previewer.


Following filters will be available:

Filter

Description

Project Type

Drop-down list that shows all project types. Selecting a project type will display all project approvals with that type only. The default action is “Show all”.

Project Title

A text box that allows you to perform a search on your project approvals by project title. This is a keyword search and therefore, by entering a part of the Project Title you will be able to filter out all project approvals that are linked to that Project Title.

Project Code

A text box that allows you to perform a search on your project approvals by project code. This is a keyword search and therefore, by entering a part of the Project Code you will be able to filter out all project approvals that are linked to that project code.

Submitted By

Drop-down list that shows all the staff who has submitted projects for approval. Selecting an item will filter project approvals by that person who submitted it for approval. The default action is “Show all”.


Search and Clear Filters buttons are available within the filtering area. Ticking the “Save as Default” box will save the current search criteria as the default one.