Camms is pleased to bring you the Quarterly Product Release Notification for Camms.Insights.

This quarter we've got a number of exciting new features and enhancements to improve your user experience within the system, which will be available in your Test environment on 19th June 2021 and will be available in your Live instance on 3rd July 2021.


1. New dataset for Camms.Strategy to view staff linked to the Flex Org Hierarchy

The Planning_StaffFlexOrgHierarchyLink_STND dataset is introduced to let you view a list of staff members linked at different levels of your Flexible Organisation Hierarchy. This can be joined with the existing Staff Details dataset to present further details about each staff member if required.

Note: This feature is currently applicable only to customers who have enabled the new Flexible Hierarchy permission structure, which is currently in beta.

The following fields are included in the dataset:

Field Name

Data Type

Remarks

STAFFID

Text

Unique ID of the Staff member that can be used to link with other related datasets

Staff Name

Text

Captures the name of the staff member

HIERARCHYID

Text

Unique ID of the Hierarchy that can be used to link with other related datasets

HIERARCHYLEVELID

Text

Unique ID of the Hierarchy Level that can be used to link with other related datasets

HIERARCHYNODEID

Text

Unique ID of the Hierarchy Node that can be used to link with other related datasets

Hierarchy Name

Text

Captures the name of the hierarchy, that the staff member is linked to (e.g. Organisation Hierarchy)

Hierarchy Level

Text

Captures the level of the hierarchy, the staff member is linked to (e.g. Business Unit)

Node Name

Text

Captures the hierarchy node the staff member is linked to (e.g. Corporate Services)

The below table shows you the default relationship which you can set up as a System Administrator.

Join Type

Data Object

Join Field


 

Foreign Data Object

Join Field

INNER

Planning_StaffFlexOrgHierarchyLink_STND

STAFFID

=

Planning_Staff_STND

STAFFID


To ensure this new dataset is enabled for use within your Camms.Insights application, please click the link below and follow the steps: 

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


2. New standard datasets for Camms.Risk Survey

Two new datasets will be introduced to support reporting on data from the new Camms.Risk Survey Solution. These will cover Survey Registers and Survey responses.

2.1 Survey_SurveyRegister_STND

The following fields are included in the dataset:

Field Name

Data Type

Remarks

SURVEYID

Text

Unique ID of the survey that can be used to link with other related datasets

Survey Title

Text

Captures the title of the survey

Survey Description

Text

Captures a description about the survey

Date Created

Date Time

Captures the date the survey has been created

Due Date

Date Time

Captures the due date of the survey

Invites Sent

Numeric

Captures the number of invitations sent to respond the survey

Linked Obligations

Text

Captures obligations linked to the survey

Linked Risk Controls

Text

Captures the risk controls linked to the survey

Next Scheduled Recurrence

Date Time

Captures the next scheduled date and time of the survey

Number of Questions

Numeric

Captures the number of questions in the survey

Progress

Numeric

Captures the progress of the survey completion, numerically (e.g. 50%)

Progress Status

Text

Captures the progress of the survey completion (e.g. Completed/In Progress/Not started)

Response Rate

Numeric

Captures the response rate of the survey

Responses Received

Numeric

Captures the number of responses received

Response Period

Date Time

Captures the end date and time of the schedule

Status

Text

Captures the status of the survey (e.g. Active/Closed/Draft)

Yet To Response

Numeric

Captures the number of responses due


2.2 Survey_SurveyResponses_STND

The following fields are included in the dataset:

Field Name

Data Type

Remarks

SURVEYID

Text

Unique ID of the survey that can be used to link with other related datasets

Survey Title

Text

Captures the title of the survey

Linked Obligations

Text

Captures obligations linked to the survey

Linked Risk Controls

Text

Captures the risk controls linked to the survey

QUESTIONID

Text

Unique ID that can be used to link with other datasets

Question Title

Text

Captures the title of the question

Responded Business Unit

Text

Captures the business unit of the respondents

Responded By

Text

Captures the name of the user that has responded

Response

Text

Captures the response

Response Comment

Text

Captures any comments on the response

Response Date & Time

Date Time

Captures the date and time of the response that has been provided

Response Period

Date Time

Captures the end date and time of the schedule

Tags

Text

Captures the tags relevant to Survey questions.

The below table shows you the default relationship which you can set up as a System Administrator.

Join Type

Data Object

Join Field


Foreign Data Object

Join Field

LEFT

Survey_SurveyRegister_STND 

SURVEYID

=

Survey_SurveyResponses_STND 

SURVEYID


To ensure this new dataset is enabled for use within your Camms.Insights application, please click the link below and follow the steps:

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


3. New dataset for Camms.Strategy to obtain the Business Unit Logo for reporting

Your existing Organisation Hierarchy dataset can now be joined with this new dataset Planning_BusinessUnitLogo_STND to obtain the uploaded logo image for each Business Unit, which can then be displayed within reports.

The following fields are included in the dataset:

Field Name

Data Type

Remarks

BUSINESSUNITID

Text

Unique ID of the Business Unit that can be used to link with other related datasets

Business Unit Name

Text

Captures the name of the Business Unit

Business Unit Logo

Image

Captures the image of the corresponding Business Unit

The below table shows you the default relationship which you can set up as a System Administrator.

Join Type

Data Object

Join Field


Foreign Data Object

Join Field

LEFT

Planning_OrgHierarchy_STND

BUSINESSUNITID

=

Planning_BusinessUnitLogo_STND 

BUSINESSUNITID


To ensure this new dataset is enabled for use within your Camms.Insights application, please click the link below and follow the steps:

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


4. Create your own datasets for Camms.Risk Compliance Custom Objects related to Policies

You can now create your own datasets for each custom object configured for Policies in the Camms.Risk Compliance solution. This will enable you to report on the data held within each of these objects in your Policy related workflows.

Figure 4.1: Compliance custom objects 

To ensure this new dataset is enabled for use within your Camms.Insights application, please click the link below and follow the steps: 

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



5. New datasets for Camms.Risk Incident to view incidents linked to the Flex Org Hierarchy

Two new datasets will be introduced that will let you view Incidents linked to the different levels of the Flexible Organisation Hierarchy. Incident_IncidentFlexOrgHierarchyLink_STND will allow you to obtain the Incidents that are linked directly to a particular node such as Corporate Services. Incident_IncidentFlexOrgHierarchyLinkRollup_STND on the other hand will allow you to view Incidents that are linked either directly to a particular node or to any nodes below it (rolled-up).

Note: This feature is currently applicable only to customers who have enabled the new Flexible Hierarchy permission structure, which is currently in beta.


5.1 Incident_IncidentFlexOrgHierarchyLink_STND

The following fields are included in the dataset: 

Field Name

Data Type

Remarks

INCIDENTID

Text

Unique ID for the Incident that can be used to link with other related datasets

Incident Title

Text

Captures the title of the incident

HIERARCHYID

Text

Unique ID of the Hierarchy that can be used to link with other related datasets

HIERARCHYLEVELID

Text

Unique ID of the Hierarchy Level that can be used to link with other related datasets

HIERARCHYNODEID

Text

Unique ID of the Hierarchy Node that can be used to link with other related datasets

Hierarchy Name

Text

Captures the name of the hierarchy which the incident is linked to (e.g. Organisation Hierarchy)

Hierarchy Level
 

Text

Captures the level of the hierarchy which the incident is linked to (e.g. Business Unit)

Node Name

Text

Captures the name of the hierarchy node which the incident is linked to (e.g. Corporate Services)

The below table shows you the default relationship which you can set up as a System Administrator.

Join Type

Data Object

Join Field


 

Foreign Data Object

Join Field

LEFT

Your Incident Register dataset e.g. Incident_EventRegister_REG

INCIDENTID

=

Incident_IncidentFlexOrgHierarchyLink_STND

INCIDENTID


5.2 Incident_IncidentFlexOrgHierarchyLinkRollup_STND

The following fields are included in the dataset:

Field Name

Data Type

Remarks

INCIDENTID

Text

Unique ID of the Incident that can be used to link with other related datasets

Incident Title

Text

Captures the title of the incident

HIERARCHYID

Text

Unique ID of the Hierarchy that can be used to link with other related datasets

HIERARCHYLEVELID

Text

Unique ID of the Hierarchy Level that can be used to link with other related datasets

HIERARCHYNODEID

Text

Unique ID of the Hierarchy Node that can be used to link with other related datasets

Hierarchy Name

Text

Captures the name of the hierarchy which the incident is linked to (e.g. Organisation Hierarchy)

Hierarchy Level

Text

Captures the level of the hierarchy which the incident is linked or rolled up to (e.g. Business Unit)

Node Name

Text

Captures the name of the hierarchy node which the incident is linked or rolled up to (e.g. Corporate Services)

The below table shows you the default relationship which you can set up as a System Administrator.

Join Type

Data Object

Join Field


 

Foreign Data Object

Join Field

LEFT

Your Incident Register dataset e.g. Incident_EventRegister_REG

INCIDENTID

=

Incident_IncidentFlexOrgHierarchyLinkRollup_STND

INCIDENTID


To ensure these new datasets are enabled for use within your Camms.Insights application, please click the link below and follow the steps:

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


We are pleased to inform you that the Camms.Insights application has been upgraded and now includes the below functionalities.


6. Inactive users are indicated in schedules

Previously, users that were deactivated from the system were not indicated as ‘Inactive’, if they were used as recipients when creating a schedule. With the new upgrade, if you add an inactive user, the system indicates this as ‘Inactive’ and the user will no longer receive emails.

Figure 6.1: Inactive users indicated in schedules 

 

7. Conditional formatting can be applied against null/blank values

Previously, conditional formatting could be applied only to a single value or all values. Now, it is available for null and blank values as well.

Figure 7.1: Applying conditional formatting against null/blank values

 

8. The day that begins the week can now be configured through advanced settings

You now have the freedom to specify the starting day of the week according to your calendar, through the Insights Advanced Settings page. This will impact only if you use an ‘In time Period’ filter in the report and make the selection as 'Last week'.

Figure 8.1: Configuring starting day of week 

 

9. A new checkbox has been introduced to ‘Remove Extra Side Total Columns’ in pivot grids

Upon ticking on the ‘Add Side Total’ checkbox, the new ‘Remove Extra Side Total Columns’ checkbox gets visible. Earlier, Total Columns which used to appear in between the ‘Value’ columns, gets removed by ticking on this new checkbox, and the total columns will limit only to the right side of the grid.

Figure 9.1: Remove extra side total columns checkbox


10. Dashboards will only display the current slide in full screen mode

When a dashboard is viewed full screen in presentation mode, partial views of the previous or next report parts are not visible now in the left or right margins. The margins will remain the same without showing any previous nor next report part on the screen.

Previous: Legend of the previous report partially visible

Now:

Figure 10.1: Partial views of previous/next reports not visible in full screen mode