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Please note that Menu items will be adjusted as per user permissions. Therefore, you might/might not see the full menu. Contact your Administrator if you require access.

  • The Workspace menu gives you the options to navigate to any alternative homepage and to other pages such as My Quick Update, My Workspace, My Reports,  Executive Intelligence System, Executive Portal, Strategy Map, and My Settings.

  • The Framework area is the area where we set up the key organization data. This area provides the source data for other areas. This will be set up by your System Administrator but can be viewed by all users.

  • The Planning area is the key component of the database for storing your planning information.

  • The Custom Hierarchies area provides you with the option to define hierarchies according to your requirements. Note that this is not a standard function and that it can only be enabled if separately purchased. Please contact CAMMS for more information.

  • The Reporting area is where you can go to produce a myriad of reports from all planning levels.

  • The Tools can be used to access the financial integration area (if you have purchased that module), the quick search menu, the Executive module and the Rollover functionality (only if you are a user with executive privileges).

  • The Administration area is visible only to the users who have admin privileges.  It contains system data, like Users, Email configuration, System Planning Configuration, and Settings.

  • The Favorites will allow users to mark their favorite pages.

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New Record

Automatically directs the user to a new blank record.

Delete

Deletes the current record.

Save

Saves the completed record. A record must be saved before you proceed to the next record or any data input on that screen will be lost.  The ‘Save’ button will be invisible if you are unable to edit the record.

View History

Displays a pop-up window showing records as to when changes were made. It only displays records within the current reporting period.

Previous / Next Record 

Transfers you to the previous or to the next record in the selection respectively. Used to scroll through records.

Close

Closes the current record.

Spell-check

Performs a spell check of the current record. Can add or amend words through the popup window that appears when you click on the icon.

Edit

Enables the current record to be edited.

Filter

Expands the filtering menu displaying the filtering options available.

Email

An email popup window will be displayed once you click on this icon. You can send an email with regard to the relevant record to the user IDs available in the system or to manually added email addresses.

Chart

Displays the chart available for the relevant subject. Further details are available in the KPI section.

Expand

Allows to expand an individual record.

Collapse

Allows to collapse an individual record.

Discussion

Opens the discussion forum from which comments and notifications can be sent to individuals if necessary.

Task Grid

Displays a quick update pop-up window with tasks and subtasks linked to the relevant record through which you can update the progress comments, status, and the completed percentage.

Excel Export 

Exports the data into an Excel sheet.

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