Camms is pleased to announce the December Feature Release for Camms.Insights.

This was released on 12th December 2020 and includes the following new features and enhancements to improve your user experience within the system. 


1. Configure the fiscal year based on each region 

This modification will allow the Camms.Insights application to configure the fiscal year based on each region, providing users with the ability to use the corresponding fiscal year in their reports.


When you use a date field in your reports and select 'In Time Period', it lets you pick the current fiscal year, current fiscal quarter, etc. This new modification allows you to pick the correct fiscal year values based on your region.


Image 1 : Fiscal Year options for In Time Period



2. Default email templates for Link, Embedded HTML, and Attachments

Camms has now defined a set of default email templates for the different delivery methods which can be edited prior to saving. This will let you avoid typing in content/variables manually each time you need to setup a subscription or schedule.


These templates will be applied to emails, subscriptions and scheduling as well.

Image 2: Email body template for subscriptions where the delivery method is a Link



3. New dataset to capture Compliance Policy review data

A new dataset by the name Compliance_PolicyReview_STND will be introduced to retrieve the review details of each compliance.


All the fields configured within the policy review object under policy register is included in the dataset.


Image 3: Policy Review object configuration page under Policy Register



Field NameData TypeRemarks
POLICYIDUnique IDThis field can be used to link with other datasets
Policy TitleTextTitle of the policy
Last Review ByTextPerson who last reviewed the Policy
Last Review DateTextDate the Policy last reviewed
Next Review DateTextDate of the next review of the Policy
Review CommentTextComment of the Policy review
Policy Review StatusTextStatus of the Policy review

Table 1: List of fields included in the Compliance_PolicyReview_STND dataset


To ensure this new dataset is enabled for use within your cammsinsights application, please follow the steps at the link below:

 

https://cammsgroup.freshdesk.com/support/solutions/articles/43000509883-administration-configuring-and-enabling-new-datasets-for-use 


Below you will find the default relationship which you can set up as a System Administrator.


Join TypeData ObjectJoin Field
Foreign Data ObjectJoin Field
LEFT<your core Policy Register dataset>POLICYID=Compliance_PolicyReview_STNDPOLICYID


For instructions on using the Relationships tab in your Insights Administrations area, please refer:


https://cammsgroup.freshdesk.com/support/solutions/articles/43000545174-data-model-relationships



4. Updated Risk datasets to support flexible field configuration

Risk datasets will be updated to ensure it supports flexible field configuration updates to be released with Camms.Risk.


All the risk dataset are now comply with the flexible field configuration modification and will let you easily use the same field names in you Camms.Insights reports.


To ensure these modifications are applied to the dataset for use within your Camms.Insights application, please follow the steps at the link below:

 

https://cammsgroup.freshdesk.com/support/solutions/articles/43000506771-administration-updating-datasets-for-configuration-changes



5. Modified Planning_FlexOrgHierarchy_STND dataset to capture hierarchy level properties

The modification will allow the Planning_FlexOrgHierrchy_STND dataset to capture the properties under each level of the Flex Org Hierarchy.


If you use flex org hierarchy in your Camms.Strategy application, this modification will allow you to report on the properties you add under each level of your hierarchy.


To ensure these modifications are applied to the dataset for use within your Camms.Insights application, please follow the steps at the link below:

 

https://cammsgroup.freshdesk.com/support/solutions/articles/43000506771-administration-updating-datasets-for-configuration-changes



6. Modified Planning_CustomHierarchyFields_STND dataset to capture new custom fields


This modification will enable the Planning_CustomHierarchyFields_STND dataset to capture the newly introduced custom fields in you Camms.Insights reports.


Following are the newly introduced custom field types:

1. Custom Section Headers

2. Custom Section Descriptions

3. Custom URL

4. Custom Attachment

5. Custom Dropdowns


To ensure these modifications are applied to the dataset for use within your Camms.Insights application, please follow the steps at the link below:

 

https://cammsgroup.freshdesk.com/support/solutions/articles/43000506771-administration-updating-datasets-for-configuration-changes