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Quick Action Search: The Quick Action Search area can be used to search for and locate any action you want within the system, regardless of which business unit it’s in or who is responsible for the action.
Quick Task Search: The Quick Task Search screen can be used to search for and locate any Task you want within the system, regardless of which business unit it’s in or who is responsible for the Task.
Quick KPI Search: The Quick KPI Search screen can be used to search for and locate any KPI you want within the system. After finding the KPI, you can then access the Quick KPI update screen.
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STEP 3: The Reporting Year Drop-down will be set to the current year by default and enable you to see all executive reports for that year. Select the relevant executive report from the 'Executive Report' drop-down list which your comment should flow into.
Below the drop-down filters, you can see contextual information relating to the action.
You are able to have different comments for different reports depending on the audience.STEP 4: Under the ‘Executive’ area you can add the following:
Title.
Executive Comment on the progress of the action.
STEP 5: If a ‘Progress Comment’ has already been entered for this action, you have the ability to append those comments and then draft your final Executive comment. To do this, choose the ‘Append Progress to exec. Comment’ option in the drop-down menu and click ‘Go’.
Alternately, you can also choose to append the last Executive Comment made for this action via the same drop-down. To do this, choose the ‘Get the latest Exec. Progress Update’ option from the drop-down menu and click ‘Go’.STEP 6: The Business Highlight area provides users with an additional comment field if required for Executive Reports.
The ‘Copy Progress for Highlight’ button appends the latest Action Progress Comment to the Business Highlight field.STEP 7: Click the 'Save' icon to save entered details.
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Setting the Status as ‘Not started’ or 'Ongoing' will automatically set the percentage to 0%.
Setting the Status as ‘Complete’ will automatically set the percentage complete to 100%. When the status is set to complete, completed date field will be enabled allowing you to enter the actual date of completion. This may be mandatory or optional depending on the configurations done by your Administrator.
You will not be able to modify the Percent Complete for ‘Not started’, ‘Ongoing’ or ‘Completed’ Statuses. However, an ‘IN PROGRESS’ or ‘DEFERRED’ status will show a % complete that is editable. This field may have any number between 0 and 100 only.
STEP 4: To track progress, choose a status description and enter a percent complete.
Apart from the above, you can update the following fields as well:Revised start and end dates.
Completion date (Your Administrator can make Task completion date mandatory/optional via Planning settings > Make Task Completion Date Mandatory [When ticked, actions and tasks cannot be marked as completed and save without entering a completion Date which will be considered as a mandatory field.])
Milestone comment (optional field - contact CAMMS Helpdesk to get this activated)
STEP 5: Click the 'Save' icon to save entered details.
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Component | Description |
|---|---|
Actual | Enter the Actual value for the relevant periods.. |
Target | Displays the associated target value. Read-only field. |
Variance | Displays the associated variance value, Read-only field. |
Traffic Lights | Displays the associated traffic light. |
Comments (Text box / Pop up) | Enter relevant progress comments for the relevant periods. Add comments using either the text box or click on the small button available to enter comments in a popup screen. |
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