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Info

Note: If the action is linked to a Camms.Project® Project, and that particular project already has tasks, then the tasks will appear in the order as they appear within the task planning object/schedule within cammsproject®.

This ordering applies to all sub-tasks as well.

Related Plans

Related plans are any internal and external plans normally found in an organisation such as the Human Resources Plan, Occupational Health and Safety Plan, Risk Management Plan and others.

You can link a task with an existing plan in the same way you linked an action with them.

You can link tasks to existing projects or use them to create new projects in the same way as for actions.

Task Document 

You can add documents and URL to the relevant task through the Documents tab. This tab functions similar to the Documents tab under Actions. Please refer to the Action documents section in order to understand how the options can be used to add documents and URLs to the tasks.

Action Grouping

Action grouping is a tree type hierarchy of groups that provides you with greater flexibility for grouping of actions according to different categories or hierarchies.

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Info

The following rules will apply to access within the Action Grouping and Action areas:

  • Action Groupings can only be added, edited and deleted by the Strategic Planner or Administrator.

  • Linkages to Action Grouping can be made either by the Action’s Responsible Person, Business Unit Manager, Business Planner, Strategic Planner or Administrator.

  • Actions can be linked at all levels of the Action Grouping tree except at the topmost level (i.e.; there is no linkage tick box for ‘Performance Excellence’ above).

  • Actions can be linked to one or many Action Groups.

Links

You can link actions to;

  • Custom Hierarchies (Contact CAMMS if you wish to have this functionality enabled).

  • Existing projects or new projects.

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See 'Deleting' for more information.

Linking Custom Hierarchy Nodes

  • STEP 1: Click Add and a new popup window will open, from which you can select a hierarchy.

  • STEP 2: Select the hierarchy you want to link the action to from the Hierarchy drop-down list. The hierarchy will be populated below the drop-down list. You may need to expand the hierarchy up to the node that you wish to link.

  • STEP 3: Click on the hierarchy node that you wish to link and click Select. The hierarchy link will be displayed in the list.

Info

Note: An Action can only be linked to the lowest level of the hierarchy. Hierarchy levels are defined by your Administrator within Custom Hierarchies > Hierarchy Configuration.

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Linking a new project within the Integration Project Manager (Camms.Project®)

  • STEP 1: Click the ‘New Project’ button to link the selected action to project.

  • STEP 2: Specify the following to create a new project.

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Field

Description/Instruction

Mandatory/Optional

Project Ref

Displays the project code.

Mandatory

Project Title

Displays the title of the project. This can be modified.

Mandatory

Short Title

Displays the short title of the project.

Mandatory

Description

Displays the project description.

-

Project Type

Allows to select the project type from the drop-down list.

The project types defined in Project Management are listed here.

Mandatory

Linking an existing project

  • STEP 1: Click the ‘Existing Project’ button to link the selected action to an existing project.

  • STEP 2: Select the ‘Project’ from the drop-down list. The projects that are created within Project Management will be listed.

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