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STEP 3: Enter an explanatory comment about the progress of the item in the 'Progress' text box. To view previously entered comments and changes made use the HISTORY icon.
STEP 4: If you have tasks under an action you can append the task comments and then draft your final overall comment based on each of the task comments. To append task comments to the overall Action comment, click "Append Task Comments".
STEP 5: To track progress, choose a status description and enter a percent complete.
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STEP 6: Click 'Save' to save entered details.
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The executive comment can be included in a number of Executive Reports. This allows a more senior officer to view and/or amend the reporting officer’s comments. For example, there may be very detailed comments from the Officer to the Business Unit Manager recorded against a task. The Business Unit Manager may append (and possibly edit) the Task Comments to become Action Progress comments. The Director may choose to reduce the detail as the item is reported to the CEO or Organization. The history of each comment is recorded along the way.
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To access the Quick Executive Update, follow the steps below.
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STEP 3: Enter an explanatory comment about the progress of the item in the 'Progress Comments' text box.
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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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STEP 1: To update KPI progress comments or performance data, select as many KPIs as you want to update by ticking the boxes next to each KPI. If you want to update all the visible KPIs use the Select All button.
STEP 2: Once all the KPIs that you want to update are selected, click the 'KPI Quick Update' button which will take you to the KPI Quick Update page.
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If you select multiple KPIs to update, they will be ordered by how frequently they need updating. This means that KPIs reported on Annually will be listed first; bi-annual KPIs will be next, Quarterly and Monthly will follow and so on. |
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Component | Description |
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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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The visibility of some fields can be controlled by the Administrator from within the "KPI Quick Update Settings" area. |
STEP 3: Enter the actual in the relevant text box.
STEP 4: Specify the comment for the relevant period in the comment field.
If you have KPI integration you will not be able to modify the actuals that are displayed as they will automatically populate, however you can provide the comment.
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If no target has been set for a KPI, actuals and progress comments cannot be entered. |
STEP 5: Click the 'Save' icon to save entered details.
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