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Go to Tools > Executive > Build.
There are two methods to create Executive Reports:
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The Scorecards tab in the Executive Reports Editor allows adding Scorecards to the selected Executive Report. Scorecards already developed in the Scorecards area can be linked to the report.
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To switch this on, navigate to the 'System Settings' area under Menu > Administration > Settings and switch on the setting 'Executive Comments Tracking'.
These comments fields do not show in standard template reports. To view these comments, a custom report template needs to be created. Please contact the CAMMS Support for more information.
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STEP1: Type the executive comments.
STEP 2: Include the title and comments under the business highlights column. You can append comments from levels below using the adjacent append comment button.
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Business Unit Manager Signs off + Director Signs off = Record signed off
Business Manager Signs off + Director doesn't sign off = Record not signed off
Business Unit Manager doesn't Sign off + Director Signs off = Record signed off
Please refer the Common Icons to use the icons effectively, when you are updating individual or multiple records.
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