Camms.Strategy User Guide

Tools – Financial Interface
Overview  The purpose of the Financial Interface is to complete the planning cycle by adding financial information to the planning information already held...
Tools – Quick Search
Overview This tab is vital in helping you carry out a quick search to identify Actions, Tasks, and KPI's throughout the whole organization. Once you i...
Tools – Rollover
Rollover Overview  What is Rollover? The rollover capability enables organisations to conduct business and strategic planning for future reporting periods...
Administration – Users
Users You can navigate to the Users menu via the Administration menu section in the Strategy Navigation button as shown below.  Overview This area allows...
Administration – Role Management
Note: This section is available only in the flexible hierarchy framework. Creating User Roles and Assigning to Staff Creating a User Role STEP 1: Clic...
Administration – Email Notifications
Overview E-mail notifications can be sent for a variety of reasons including general notices, Action Start date reminders, Action Update reminders, and KPI...
Administration – Data Export
The Data Export function provides the ability to export Action information into a Microsoft Excel spreadsheet. The following data can be extracted from the ...
Administration – Configuration
Overview The Camms.Strategy® Configuration menu provides access to default configuration settings which the Administrator can change according to the organ...
Administration – Action List
The Action List shows a list of all actions within the system. The purpose of this list is for the Administrator to search for the action and view what link...
Administration – Settings
Overview This section allows you to configure various System Settings within the entire solution. You can manage these system options by accessing, Adminis...