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USER FUNCTION GUIDES | ADMIN FUNCTION GUIDES |
Welcome Key Benefits Key Functionalities Logging In Forgot Password Home Page Welcome Panel Header Panel Mega Menu Navigation Side Navigation Common Icons Overview My Quick Update My Actions Grid View Action Progress Update Kanban View My Tasks Task Progress Update My KPIs KPI Progress Update My Risks Risk Assessment My Risk Actions Risk Action Progress Update My Risk Controls My Audit Recommendations My Projects Project Task Project Approvals My Performance My Key Indicators My Key Actions Key Action Views Workspace – Executive Intelligence System (EIS) Executive Intelligence System (Overview) | Security Overview Tab Alerts Settings Action Thresholds System Alerts EIS Controls Period View Control Hierarchy Tree Structure Filter | Grouping and Sorting Exporting to Excel EIS Action Tab EIS Budget Tab EIS KPIs Tab EIS Scorecards Tab EIS Risks Tab Sign off Rules Change Password Settings Quick Update Settings Items per grid in Quick Update Quick Update Section EIS Area Settings Action Exception Budget Exception KPI Exception Homepage Landing Page Settings KPI Graph Quick Update Section Favorite Reports Personal Discussion Groups Create a new Personal Discussion Group Modify an Existing Personal Discussion Group Tiles Node's Type and Name View Details Strategy Map Configurations Action Performance KPI Performance Overview Client Details Division Department Agency Team Staff Related Plans Priority Criteria Governance Target Initiatives Action Grouping Planning – Community Strategic Plan Overview Navigation Pad Vision | Mission Core Values Environmental Analysis Linking a Solution Goals Outcomes Strategy 'Move To' dropdown Planning – Delivery Program / Operational Plan – Overview Overview Business Unit Overview Planning – Delivery Program / Operational Plan – Core Values Planning – Delivery Program / Operational Plan – Service Profiles Planning – Delivery Program / Operational Plan – SWOT Planning – Delivery Program / Operational Plan – Actions Overview Action Details Progress Risk Related Plans Budget Documents Task Planning Task Creation Task Details Task Ordering Related Plans Links Task Document Action Grouping Links Linking Custom Hierarchy Nodes Linking a new project within the Integration Project Manager Linking an existing project Planning – Delivery Program / Operational Plan – Weight and Priorities Planning – Delivery Program / Operational Plan – KPIs Overview Service Profile Grouping Service Profile Current Approach Future Approach Action Budget Overview Creating a KPI Linking KPIs Related Plans Setting up Targets KPI Graphs Links Tab Types of KPI Trend KPIs LGPRF Solution Reporting Rollup KPIs Creating Rollup KPIs Target and Actuals Trend KPIs Creating Trend KPIs Calculated KPIs Creating Calculated KPIs Target and Actuals Performance Management – Scorecards Overview Creating a Scorecard Linking Scorecards Comments View Scorecard Calculation Example KPI Performance Calculations Overview Custom Hierarchy Security Matrix Hierarchy Configuration Hierarchy Tab Adding a New Hierarchy Editing Existing Hierarchy Hierarchy Level Tab Hierarchy Linking to Actions Action Menu Linking Hierarchy Nodes Hierarchy Navigation Pad Reports – Community Strategic Plan Overview Reporting Selection Criteria Export Community Strategic Planning Strategies by Target Initiatives Strategic Plan Report Strategies by Responsible Person Report Strategies by Committee Report Reports – Delivery Program / Operational Plan Corporate Reporting Corporate Plan Report Division Report Business Reporting Business Plan Report Council Plan Reporting Action and Task Progress Report Action Progress by Business Unit and Responsible Officer Council Plan Progress Report Premium Action and Task Progress Report Benefits Quarterly Progress Report Quarterly Progress Report by Business Unit Risk Report 3 Year Corporate Progress Report Annual Business Progress Report Annual Report Action Filter Report Progress Report Business Unit Actions Progress vs Op. Plan Specialist Plan Progress Report Action Reporting Actions by committees Actions by Target Initiatives 3 Year Service Profile Report 3 Year Service Profile Actuals Report Actions by Service Profile Report Global Service Profile Actual Report Global Service Profile Report Management Plan by Business Unit Report Management Plan Report Overview CEO’s Report Board Scorecard Report Corporate Business Plan Report Executive Report Corporate Business Plan Progress Report Performance Report Premium Executive Report Action List Report User Overview Report Organisation View Staff List Organisational List Organisational Reports (Favourites) | Overview Creating an Executive Report Adding Executive Actions Editing Action Comments Adding Executive KPIs Adding Executive Scorecards Adding Executive Comments Executive Portal To Update Commentary To Update Actions, KPIs and Scorecards Sign off Rules Overview Import Account Data Map Account to Service Profile Map Accounts to Actions Import to Camms.Strategy Overview Quick Action Search Quick Action Update Quick Executive Update Quick Task Search Quick Task Update Quick KPI Search Quick KPI Update Rollover Overview What is Rollover? When should Rollover be undertaken? Rollover Start (Stage 1) During Rollover/ In between Rollover Whilst you are in between rollover as we say (after stage 1 and before stage 2) Rollback Rollover Rollover Complete (Stage 2) | Archive Periods Performance Management Section Important Rollover Business Rules People & Performance Integrated Risk Management Integrated Project Management Interactive Business Planner (IBP) Budget Management Centre (BMC) Audit Manager Users Overview User List Manage Users Security User Roles Administrator Access Archive Period Business Planner Business Unit Manager Confidential Director Executive Intelligence Financial Controller Next Business Cycle Operational User Performance Manager Reader Strategic Planner Risk Manager Operational Risk Editor Project Risk Editor Strategic Risk Editor Strategic Risk Viewer Operational Risk Viewer Project Risk Viewer Project Creator Project Manager Resource Administrator IPM Administrator PES Administrator Audit Settings Administrator GOV Audit Administrator OHS Audit Administrator IBP Administrator WPC Administrator RevuMap Administrator RevuMap Planning Manager Staff Grouping Administration – Role Management Creating User Roles and Assigning to Staff Creating a User Role Assigning User Roles to Staff Assigning Multiple Product Permissions to User Roles Replication of User Roles SYCLE Mode – Flexible Hierarchy Menu Items Risk Standalone Mode – Flexible Hierarchy Menu Items Hierarchy Filters Functionality of Hierarchy Trees within EIS and Analysis Areas Hierarchy Linkages Link to the Organisation Hierarchy Linking Risks to the Custom Organisation Hierarchy using Links tab Linking Actions to the Hierarchy Enhanced Security Permissions Camms.Strategy Camms.Risk Camms.Risk Audit Camms.Risk Incident Administration – Email Notifications Overview Email Notifications Adding a new email notification Editing an existing email notification Editing the 'Starting on' date for emails Deleting an existing email notification Activating/Deactivating an email notification Email Templates Adding an Email Template Editing an existing email template Deleting an existing email template Email Notification Log Administration – Configuration Overview SWOT Type Action Progress Targets Financial Performance Report Uploader Setup Reports – Report Uploader Report Uploader – Overview Adding a new report Adding a Crystal Report Adding a Microsoft SRS report Database Diagrams Adding Parameters Adding Parameters to Crystal Reports Creating a new parameter Previewing the Report Existing Report Editing a standard report Editing a custom report Spell Checker Dictionary Custom Fields Action Progress Threshold EIS Settings Navigation Pad Settings Executive Comment Type Budget Threshold KPI Quick Update Settings Quick Update Grid Settings Replicate KPI Targets Strategy Map Configuration Tag Configuration Overview Show System Period Pane Enable System Period Permission Boost Make current system period default Executive Comments Tracking Enable Trend data to be displayed in EIS Reverse income budget KPI trend to be based on Actual value Business Rules Display Opening Balance in Action Budget Approve Corporate Plan Action Permission Boost Filter Graphs in EIS and My Performance Disable Creating Planning Elements Enable Front Page KPI By Reporting Officer Enable user to enter targets against Action Revised date Enable Confidentiality for Action and KPI Action Ref Change Action Numbering Hide Completed Actions Allow Planning External links Make next system period default for external links Hide Add New Button In Quick Navigation Menu Maximum sub task level Hide milestone comments and stage Configure Quick Update Hyperlinks Display "Period" based traffic lights in My Quick Update KPI Display Individual Periods Display Last Closed Period in My Quick Update Actions Display Last Closed Period in My Quick Update KPI Document Management Enable Account Data Delete Button Enable annual target label in KPI Target/ Actual page Enable Home Page Grid On Demand Load Hide Related Issues (SWOT) Make Task Completion Date Mandatory Render Navigation Pad As a List Restrict Adding Actions Into Executive Reports Enable tags to Actions, Tasks and KPIs Enable tags to KPI Targets / Actuals Limit Decimal Places in Budget Administration – GIS Administration Default Location Setup Shapefiles Administration – Reassign Staff Responsibilities View Responsibilities Reassign Responsibil]ities |