Overview
The Camms.Strategy® Configuration menu provides access to default configuration settings which the Administrator can change according to the organisational requirements. Please click on each of the configuration items in the menu to view the details and rules.
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STEP 4: Now select the type of report that you wish to upload. (Navigate to these hyperlink pages for the next steps based on the report type you are using).
Crystal Report – This option is selected if you have designed a Crystal report.
Microsoft SRS – This option is selected if you have designed a SSRS report.
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Tip: A parameter quick reference sheet is available here. |
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The System Period parameter is automatically filtered by the application and therefore it does not need to be added manually. |
Adding Parameters to Crystal Reports
This should be done by a Crystal Report writer or by someone who has a good knowledge in coding Crystal Reports.
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CAMMS will not be responsible for any modifications made to new and existing reports. |
STEP 1: Open the Crystal Reports application and load the required report.
STEP 2: Navigate to the field explorer and select the new parameter field.
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The report can now be tested within the Reporting menu.
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Ensure you take a backup of the "CustomReports" folder when upgrading Camms.Strategy®. The default location is C:\Inetpub\wwwroot\cammsstrategy\CustomReports. After the upgrade is complete please restore this folder CustomReports from your backup. |
Previewing the Report
STEP 1: Navigate to Camms.Strategy® Reporting section.
STEP 2: Select the relevant reporting area (i.e. Corporate Business Reporting, Strategic Reporting etc.) to where the new report is added. Check whether the new report is appearing within that area and then click on it.
STEP 3: Select the respective parameter values to filter the report content (from the respective list of parameters), and click on ‘preview’ to generate the report.
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STEP 2: Specify ‘On track’ and ‘Off Track’ figures and click the 'Save' icon.
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Business Rule Action Progress >= On Track value = On Track = Green Action Progress <= Off Track value = Off Track = Red |
EIS Settings
This area allows you to set default fields to be displayed on EIS budgeting area.
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The uploaded document is then displayed as a link within each Service Profile record.
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This is an optional feature which can be activated or deactivated by CAMMS upon request. A cost may be associated with activation. Please contact the CAMMS Helpdesk for more information. |
Executive Comment Type
Using this page, you can determine the type of comments that will be shown under the Executive Portal commentary area.
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STEP 3: Click the 'Save' icon.
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Please note that CAMMS can configure the number of period columns available for users to update progress on, from the KPI Quick Update screen. The default is two previous periods. Please contact CAMMS if you wish to modify this number. Furthermore, the number of columns displayed for configuration on this page may differ based on the above in conjunction with the "Display Individual Periods" option selected in "Settings". If the above setting is disabled, this screen will only display two period columns by default. (i.e. one for the "current period" and one for the "previous period). |
Quick Update Grid Settings
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In this method, for each node the system will take the total number of Actions and KPIs. The system will then check how many Actions and KPIs are in ON TRACK, OFF TRACK, MONITORING and N/A status, separately. Depending on that figure, the system will display the relevant performance status against each node. Following business rules has been defined to arrive at overall action/KPI performance of the node.
If All ON TRACK, OFF TRACK and MONITOR count is 0, then node is N/A
If majority is ON TRACK, then node is ON TRACK
If majority is OFF TRACK, then node is OFF TRACK
If majority is MONITOR, then node is MONITOR
If majority is N/A, then node is N/A
If majority is ON TRACK or OFF TRACK and are equal, then MONITOR
If majority is ON TRACK or MONITOR and are equal, then MONITOR
If majority is ON TRACK or N/A and are equal, then ON TRACK
If majority is OFF TRACK or MONITOR and are equal, then MONITOR
If majority is OFF TRACK or N/A and are equal, then OFF TRACK
If majority is MONITOR or N/A and are equal, then MONITOR
If majority is ON TRACK or OFF TRACK or MONITOR and are equal, then MONITOR
If majority is ON TRACK or OFF TRACK or N/A and are equal, then MONITOR
If majority is ON TRACK or MONITOR or N/A and are equal, then MONITOR
If majority is OFF TRACK or MONITOR or N/A and are equal, then MONITOR
If All are equal ON TRACK and OFF TRACK and MONITOR and N/A then MONITOR
Performance calculation based on averaged action/KPI performance
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STEP 1: Type the name of the tag.
STEP 2: Select a color for the tag.
STEP 3: Click on ‘Add’ button.
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Please note that ‘Enable tags to Actions, Tasks and KPIs’ setting or ‘Enable tags to KPI Targets / Actuals’ setting should be turned on to appear tag configuration. |
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