My Settings page will provide you with an easy method of making configurations to sections of Camms.Strategy that would impact on your own experience within application. The following selections/changes can be made using this page.

Change Password

You can change your password using this section. To do so:

  • STEP 1: Click 'Change Password'.

  • STEP 2: Enter your current password.
  • STEP 3: Enter new password and confirm new password
  • STEP 4: Click Save icon.

Settings

Settings section would allow you to personalise different areas in the system as per your requirement.

Quick Update Settings

Items per grid in Quick Update

Here, you are able to define the number of records you would prefer to see per grid within quick update page. You can select the number of Items from 3-5.

Quick Update Section

Here, you can select the sections that you prefer to be visible in the quick update page and define whether a section should be collapsed or expanded by default. Following sections are available for configuration.

Note: Only the products which you have purchased will be displayed:

  • My Actions
  • My Tasks
  • My KPIs
  • My Risk
  • My Risk Actions
  • My Recommendations


EIS Area Settings

Action Exception

Define the exception value for action, in order to trigger an alert in EIS Overview Tab when the action progress is less than the given value.

Budget Exception

Define the exception value for expenditure/budget of the action, in order to trigger the alert when the YTD expenditure is equal to the given value or more than the YTD budget.  You may enter the threshold value as a $ value or a %. This would depend on the configurations done by your Administrator. Please contact your Administrator for more information.

KPI Exception

Define the exception value for KPI, to trigger the alert when the performance is less than the given value.

Homepage Landing Page Settings

Selected page will be displayed as your Camms.Strategy® homepage. Below options are available for selection:

  • My Quick Update
  • My Performance
  • Executive Intelligence

KPI Graph

Select the default KPI Graph (Static/Interactive) to be displayed in the KPI area and EIS KPI section.

  • Static – The KPI graph used in previous version
  • Interactive – KPI graph with interactivity, newly introduced.

In the static graph, you can select the period of the data by defining the dates in the 'From' and 'To' boxes. When you view the chart for a cumulative KPI, you will have 'Display Normal' tick-box to switch the chart to normal view. Likewise, when you view the chart for a normal KPI, you would have 'Display Cumulative' tick-box to switch the chart to cumulative view.
If you are using the interactive KPI graphs, you have following options to change the chart display.

  • Button to Hide/Show legend

  • Dropdown to change the chart type (Line/Column/Bar/Area)

  • Dropdown to change the background theme of the chart

Quick Update Section

Here, you can select the sections that you prefer to be visible in the quick update page and define whether a section should be collapsed/expanded by default. Following sections are available for configuration.

Note: Only the products which you have purchased will be displayed.

  • My Actions

  • My Tasks

  • My KPIs

  • My Risk

  • My Risk Actions

  • My Recommendations


Favorite Reports

You can create a list of reports which you frequently use as your favourite reports by selecting the reports from the left side panel by clicking the plus icon. Once the report is selected it will be added to the list shown on the right side panel (if you wish to remove a report from the list, of reports you have selected, you can click on the minus icon against the specific report).

These reports will be displayed in the 'My Reports' page.


Personal Discussion Groups

Within this section, you can edit existing personal discussion groups or create a new one.


Create a new Personal Discussion Group

  • STEP 1: In order to create a new discussion group, click on 'New' icon.

Type the name and click 'Save'. You will be able to add users only after saving.

  • STEP 2: More fields will be displayed after saving.
    • Filter by Organisation Link: can filter by Organisational linkage.
    • Use the aforesaid filters to narrow your user search.
    • You can also locate a user by performing a keyword search on his/her name. Type the user's name in 'Name' text box below 'Filter by Organisation Link' field and press Enter.
    • Click on 'Select All' tick box to select all displayed users.
  • STEP 3: Once selections are completed, click 'Add' button.

Member names will appear with an option to 'Delete' if required.

  • STEP 4: Click Save to complete creation.

Modify an Existing Personal Discussion Group

  • STEP 1: Click on the 'Edit' icon next to a group name. 
    Details will be displayed. You can change the group name, add new members, or delete existing members as shown above.
  • STEP 2: Click 'Save' once modified.