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Table of Contents

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1. Overview

Fields available through each dataset are indicated below. Please note that specific fields/datasets can be hidden from your user role based on configurations made by your Administrator.

Common datasets
Action datasets
Task datasets
KPI datasets

2. Common datasets

Planning_SystemPeriod_STND

This dataset links to every dataset that has data spanning multiple periods across every CAMMS product.

Field Name	Notes
SYSTEMPERIODID	Unique identifier – not usually displayed in reports.
System Period	System (rollover related) period e.g. 15/16, 16/17, 17/18 (labels entered by users in cammsstrategy). Useful to ensure you are only viewing data from a specific system period – not usually displayed in reports but necessary for filtering.
System Period Type	Useful for identifying the current and next system period easily while in the middle of rollover – not usually displayed in reports Options: N/A, Current, Next.

Planning_PlanningHierarchy_STND

Provides all information related to the standard planning hierarchy in cammsstrategy including Goal, Outcome and Strategy.

Field Name	Notes
GOALID	Unique identifier for Goals – not usually displayed in reports.
GPOS	Goal Position Reference number e.g. 1,2,3.
Goal Title	Single line text.
Goal Detail	Multiline text.
OPOS	Outcome Position Reference number e.g. 1,2,3.
OUTCOMEID	Unique identifier for Outcomes – not usually displayed in reports.
Outcome Title	Single line text.
Outcome Detail	Multiline text.
Outcome Target	Multiline text.
SPOS	Strategy Position Reference number 1,2,3.
STRATEGYID	Unique identifier for Strategies – not usually displayed in reports.
Strategy Title	Single line text.
Strategy Detail	Multiline text.
Priority Criteria	Single value from Priority Criteria.
Strategy Responsible Officer	Single value from Staff.
Primary Agency	Single value from Agency.
Governance	Single value from Governance.
Target Initiative	Single value from Target Initiative.
SYSTEMPERIODID	Enables joining this dataset with System Period dataset to filter by system period.
Strategy Description	Description of the Strategy.
Secondary Agency	Secondary Agency Name.
Responsible Person	Responsible Person.
Priority Criteria	Priority Criteria.
Primary Agency	Primary Agency.

Planning_OrgHierarchy_STND

Provides all information related to the standard organisational hierarchy in cammsstrategy including Directorate, Business Unit and Service.

Field Name	Notes
ORGID	Unique identifier for this hierarchy – not usually displayed in reports.
Organisation Name	Holds a single value ‘Organisation’ Allows getting KPIs linked to this level.
DIRECTORATEID	Unique identifier for Directorates – not usually displayed in reports.
Directorate Name	Single line text.
Directorate Mission	Multiline text.
Directorate Responsible Officer	Single value from Staff.
BUSINESSUNITID	Unique identifier for Business Units – not usually displayed in reports.
Business Unit Name	Single line text.
Business Unit Mission	Multiline text.
Business Unit Responsible Officer	Single value from Staff.
SERVICEID	Unique identifier for Services – not usually displayed in reports.
Service Name	Single line text.
Service Group	Single value from Service Profile Grouping.
Service Responsible Officer	Single value from Staff.
Service Description	Multiline text.
Service Output	Multiline text.
Primary Outcome	Single value from Outcomes.
SYSTEMPERIODID	Enables joining this dataset with System Period dataset to filter by system period.
ORGANISATIONID	Unique identifier for this hierarchy – not usually displayed in reports.
Division Responsible Officer	Division Responsible Officer.
Division Name	Division Name.
Division Mission	Division Mission.
Department Name	Department Name.
Department Responsible Officer	Department Responsible Officer.
Department Mission	Department Mission.

Planning_ServiceCurrentApproach_STND

Field name in Insights	Notes
SERVICEID	Enables joining this dataset with the Org hierarchy dataset to get more info about the particular Service.
Current Approach Question	Repeats based on custom questions configured.
Current Approach Answer	Repeats based on answers entered for custom questions above.
SYSTEMPERIODID	Enables joining this dataset with System Period dataset to filter by system period.

Planning_ServiceFutureApproach_STND

Field name in Insights	Notes
SERVICEID	Enables joining this dataset with the Org hierarchy dataset to get more info about the particular Service.
Future Approach Question	Repeats based on custom questions configured.
Future Approach Answer	Repeats based on answers entered for custom questions above.
SYSTEMPERIODID	Enables joining this dataset with System Period dataset to filter by system period.

Planning_ServiActionBudgets_STND

Field name in Insight	Notes
SERVICEID	Enables joining this dataset with the Org hierarchy dataset to get more info about the particular Service.
ACTIONID	Enables joining this dataset with the Action Details dataset to get more info about the particular Action.
Reporting Year	Single selection.
Budget Type	Single selection of cammsstrategy budget types.
Income	Numeric.
Expenditure	Numeric.
Net	Numeric.
SYSTEMPERIODID	Enables joining this dataset with System Period dataset to filter by system period.

Planning_RelatedPlans_STND

Field name	Notes
RELATEDPLANID	Unique identifier for Related Plans – not usually displayed in reports.
Related Plan Name	Single line text.
Related Plan Description	Single line text.
Responsible Person	Single line text.
SYSTEMPERIODID	Enables joining this dataset with System Period dataset to filter by system period.

3. Action Datasets

Planning_ActionDetails_STND

Field Name	Notes
ACTIONID	Unique identifier for Actions – not usually displayed in reports.
APOS	Position Reference number 1,2,3.
Action Reference	Single line text.
Action Name	Single line text.
Action Description	Multiline text. Parameterised "Show Action Description ".
Action Start Date	Single date.
Action End Date	Single date.
Action Revised Start Date	Single date. Parameterised "Show Action Revised Dates".
Action Revised End Date	Single date. Parameterised "Show Action Revised Dates".
Action Completion Date	Single selection of date.
Action Responsible Officer	Single value from Staff.
Related Issue (SWOT)	Single value from SWOT issues.
Agency	Single value from Agencies.
Linked Action Filters	Comma separated list of all Action filters ticked for this action.
Linked Related Plans	Comma separated list of all Related Plans ticked for this action.
Budget Type	Single value from Budget types.
Last Changed Date	Date/Time when action record last changed (different to Last Updated).
Last Changed By	Name of staff who did last change.
Latitude	Single line text.
Longitude	Single line text.
Risk	Single value from High, Medium, Low etc. Parameterised – this field is only activated for organisations that don’t use cammsrisk.
Current Action Status	Single Action status value.
Current Action % Complete	Single Action % complete value.
Current Action Progress Traffic Light	Single Action traffic light.
Current Action Progress Comment	Single Action comment.
SERVICEID	Used to get information of the Service this action is linked to from Planning_OrgHierarchy_STND.
STRATEGYID	Used to get information of the Strategy this action is linked to from Planning_PlanningHierarchy_STND.
PROJECTID	Used to get information of the Project this action is linked to from Project_ProjectRegister_STND.
SYSTEMPERIODID	Enables joining this dataset with System Period dataset to filter by system period.
Total Net Budget	Total Net Budget.
Total Income	Total Income.
Total Expenditure	Total Expenditure.

Planning_ActionProgress_STND

Field name in Insights	Name
ACTIONID	Unique identifier for Actions – not usually displayed in reports.
Reporting Year	e.g. 17/18.
Reporting Year Period	e.g. Monthly: December 2017, Quarterly: Jan-Mar 2017 Given to filter progress info for relevant period.
Sort Date	Used to sort reporting year periods logically – when using this, ensure that you select the correct format to display e.g. Year, Quarter, Month etc based on how your values are captured. For Action Progress, this is usually Monthly or Quarterly.
Action % Complete	% Complete for the respective period.
Action Progress Status	Status for the respective period. (e.g. Not Started, Ongoing, In Progress, Completed, Deferred).
Action Progress Target	Target for the respective period.
Action Progress Performance Value	Calculated performance value for the respective period.
Action Progress Traffic Light	Traffic Light value for the respective period. (e.g. On Track, Off track etc).
Action Progress Comment	Progress comment for the respective period.
Last Updated Date	Date/Time when progress data last updated (different to Last Change).
Date To	A date parameter to define up to when you wish to see progress information for.
Progress Traffic Light	Traffic Light value for the respective period (e.g. On Track, Off track etc).
Progress Target	Target for the respective period.
Progress Status	Status for the respective period. (e.g. Not Started, Ongoing, In Progress, Completed, Deferred).
Progress Performance Value	Calculated performance value for the respective period.
Progress Comment	Progress comment for the respective period.
Action Name	Name of the Action.
% Complete	Percentage Complete for the respective period.

Planning_ActionBudgetByPeriod_STND

This dataset offers access to all action budget values by period. It cannot however show YTD values. A separate dataset is provided to view YTD Budget values.

Field name in insights	Notes
ACTIONID	Unique identifier for Actions – not usually displayed in reports.
Reporting Year	e.g. 17/18.
Reporting Year Period	e.g. Monthly: December 2017, Quarterly: Jan-Mar 2017 Given to filter info for relevant period.
Sort Date	Used to sort reporting year periods logically – when using this, ensure that you select the correct format to display e.g. Year, Quarter, Month etc based on how your values are captured. For Action Budgets, this is usually Monthly or Quarterly.
Type	Single value from Income, Expenditure, Net.
Type Sort	Used to sort types in Income, Expenditure, Net order.
Original Budget	Numeric.
Opening Balance	Numeric.
Budget	Numeric.
Period Actual	Numeric. Parameterised ‘Enable Task Budgeting’.
Period Budget	Numeric. Parameterised 'Enable Task Budgeting'.
Period Budget Performance Value	Calculated value. Parameterised ‘Enable Task Budgeting’.
Period Budget Performance Traffic Light	Single selection from: On Track, Off track etc. Parameterised 'Enable Task Budgeting'.
Period Variance	Numeric. Parameterised ‘Enable Task Budgeting’.
Action Name	Single line text.
Reporting Year	e.g. 17/18.
Period Variance	Numeric. Parameterised ‘Enable Task Budgeting’.
YTD Actual	Numeric.
YTD Budget	Numeric.
YTD Variance	Numeric.
Date To	A date parameter to define the YTD.
Type Order	Used to sort types in Income, Expenditure, Net order.

Planning_ActionBudgetYTD_STND

Field name in Insights	Notes
ACTIONID	Unique identifier for Actions – not usually displayed in reports.
Action Name	Single line text.
Reporting Year	e.g. 17/18.
Reporting Year Period	e.g. Monthly: December 2017, Quarterly: Jan-Mar 2017 Given to filter info for relevant period.
Sort Date	Used to sort reporting year periods logically – when using this, ensure that you select the correct format to display e.g. Year, Quarter, Month etc based on how your values are captured. For Action Budgets, this is usually Monthly or Quarterly.
Type	Single value from Income, Expenditure, Net.
Type Sort	Used to sort types in Income, Expenditure, Net order.
Original Budge	Numeric.
Opening Balance	Numeric.
Period Actual	Numeric. Parameterised ‘Enable Task Budgeting’.
Period Budget	Numeric. Parameterised ‘Enable Task Budgeting’.
Period Variance	Numeric. Parameterised ‘Enable Task Budgeting'.
Period Budget Performance Value	Calculated value. Parameterised 'Enable Task Budgeting'.
Period Budget Performance Traffic Light	Single selection from: On Track, Off track etc. Parameterised ‘Enable Task Budgeting’.
YTD Actual	Numeric.
YTD Budget	Numeric.
YTD Variance	Numeric.
Type Order	Used to sort types in Income, Expenditure, Net order.
Performance	Performance.
DATETO	Date To.

Planning_ActionCustomFields_STND

Field name in Insights	Notes
ACTIONID	Unique identifier for Actions – not usually displayed in reports.
<Action Custom Field Name>	Shows the value of the respective custom field for this Action.
Budget Updates	Budget Updates.
SYSTEMPERIODID	Enables joining this dataset with System Period dataset to filter by system period.

Planning_ActionFilters_STND

Field name in Insights	Notes
ACTIONID	Unique identifier for Actions – not usually displayed in reports.
< Custom Action Filter Name>	Shows the value of the respective filter/tick box for this Action.

Info
Note: Action Filters are displayed as comma-separated values within Planning_ActionDetails_STND. However, if you wish to filter actions for a specific tickbox or tickboxes, you should use this dataset in conjunction with Planning_ActionDetails_STND.

Planning_ActionLinks_STND

Field name in Insights	Notes
ACTIONID	Unique identifier for Actions – not usually displayed in reports.
TASKID	Used to get information of tasks belonging to this action from Planning_TaskDetails_STND.
RISKID	Used to get information of risks for this action from Risk_RiskDetails_STND.
RELATEDPLANID	Used to get information of related plans linked to this action from Planning_RelatedPlans_STND.
KPIID	Used to get information of KPIs linked to this action from Planning_KPIDetails_STND.
HIERARCHYNODEID	Unique identifier for Hierarchy Nodes – not usually displayed in reports.
HIERARCHYLEVELID	Unique identifier for Hierarchy Levels – not usually displayed in reports.
HIERARCHYID	Unique identifier for Hierarchy – not usually displayed in reports.
ACTIONGROUPINGID	Unique identifier for Action Grouping – not usually displayed in reports.

4. Task Datasets

Planning_TaskDetails_STND

Field in Insights	Notes
TASKID	Unique identifier for Tasks – not usually displayed in reports.
PARENTTASKID	Unique identifier for Parent Tasks – not usually displayed in reports.
Task Name	Multiline text.
Task Responsible Person	Single value from Staff.
Task Start Date	Single date.
Task End Date	Single date.
Task Revised Start Date	Single date.
Task Revised End Date	Single date.
Task Completion Date	Single date.
Task Duration	Numeric.
Task Milestone Comment	Multiline text.
Task Weightage	Numeric.
Task Linked Related Plans	Comma separated list of all Related Plans ticked for this task.
Current Task Progress Comment	Single Task comment.
Current Task Progress Status	Single Task status.
Current Task % Complete	Single Task % Complete.
PROJECTID	Used to get information of the Project this task is linked to from Project_ProjectDetails_STND.
Task Responsible Officer	Task Responsible Officer.
ACTIONID	Unique identifier for Actions – not usually displayed in reports.

Planning_TaskLinks_STND

Field name in Insights	Notes
TASKID	Unique identifier for Tasks – not usually displayed in reports.
RISKID	Used to get information of risks for this action from Risk_RiskDetails_STND.
RELATEDPLANID	Used to get information of related plans linked to this action from Planning_RelatedPlans_STND.
PROJECTID	Unique identifier for Projects – not usually displayed in reports.

5. KPI Datasets

Planning_KPIDetails_STND

Provides nearly all information from the KPI Details tab in cammsstrategy. For Custom Fields and Filter tick boxes refer the KPI_CustomFields dataset and KPI_Filters dataset respectively.

Field name in Insights	Notes
KPIID	Unique identifier for KPIs – not usually displayed in reports.
KPI Name	Single line text filed.
KPI Description	Multiline text filed.
Active?	Yes or No.
Archive?	Yes or No.
Unit	Single selection from Units e.g. #, $, etc.
Period	Single value from Monthly, Quarterly, Annually etc.
Aggregation	Single value from Cumulative, Normal, Average.
Calculation Method	Single value from Less is Better, More is Better, Goal Post.
Time Horizon	Single value from YTD, Period and Rolling.
Actual	Single value from Actual #, Actual Variance #, Actual Variance %.
KPI Responsible Officer	Single value from staff.
KPI Reporting Officer	Single value from staff.
Custodian	Single line text.
Data Source	Single line text.
Agency	Single value from Agencies.
KPI Category	Single value from Efficiency, Effectiveness and Workload.
Timeframe	Single value from Lead or Lag.
Input Type	Single value from Input, Outcome and Output.
KPI Type	Single value from Normal, Trend or Calculated.
Single/Rollup	Single value from Single or Rollup.
Linked KPI Filters	Comma separated list of all KPI filters ticked for this KPI.
Linked Related Plans	Comma separated list of all Related Plans ticked for this KPI.
Last Changed Date	Timestamp record last changed (different to Last Updated).
Last Changed By	Name of staff who did last change.
Latitude	Single line text.
Longitude	Single line text.
Current Comment	Most recent comment entered for a KPI.
Code	Code.

Planning_KPITargetActuals_STND

Provides target and actual data of KPIs across multiple reporting periods. For a single snapshot of KPI data (up to a particular date - similar to EIS) use the KPI_SnapshotView dataset.

Description in Insights	Notes
KPIID	Unique identifier for KPIs – not usually displayed in reports.
KPI Calculation Method	Only applies if calculated KPI.
Reporting Year	e.g. 17/18.
Reporting Year Period	e.g. Monthly: December 2017, Quarterly: Jan-Mar 2017. Given to filter performance info for relevant period.
Sort Date	Used to sort reporting year periods logically – when using this, ensure that you select the correct format to display e.g. Year, Quarter, Month etc based on how your values are captured. For KPIs, this is usually Annually, Monthly or Quarterly but can even be Weekly, Daily etc depending on your KPI definition.
Period Target	Filtered by reporting year period.
Period Variance	Filtered by reporting year period.
Period Actual	Filtered by reporting year period.
Period Performance Value	Calculated performance value (number). Holds multiple values based on Reporting Year Period.
Period Performance Traffic Light	Single value from: On Track, Off track etc. Filtered by reporting year period.
Period Comments	Multiline text. Filtered by reporting year period.
YTD Target	Numeric.
YTD Actual	Numeric.
YTD Performance Value	Calculated performance value (number).
YTD Performance Traffic Light	Single value from: On Track, Off track etc.
Trend Arrow	Single value from: Up/Down/No Change. (YTD Trend).
Last Updated Date	Timestamp record last update of target/actual/notes data (different to Last Change).
Last Updated By	Name of staff who did last update of above.
Date To	Parameter to define the period to get KPI target and actuals information from.
Date From

Planning_KPICustomFields_STND

Field name in Insights	Notes
KPIID	Unique identifier for KPIs – not usually displayed in reports.
<KPI Custom Field Name>	Shows the value of the respective custom field for this KPI.
Indicator	Indicator.
Dimension	Dimension.

Planning_KPIFilters_STND

Field name in Insights	Notes
KPIID	Unique identifier for KPIs – not usually displayed in reports.
<KPI Filter Name>	Shows the value of the respective filter/tickbox for this KPI.

Info
Note: KPI Filters are displayed as comma-separated values within Planning_KPIDetails_STND. However, if you wish to filter KPIs for a specific tickbox or tickboxes, you should use this dataset in conjunction with Planning_KPIDetails_STND.

Planning_KPILinks_STND

This dataset will show all elements which can be linked to a KPI.

Field name in Insights	Notes
KPIID	Unique identifier for KPIs – not usually displayed in reports.
GOALID	Used to get information of Goals linked to this KPI from Planning_PlanningHierarchy_STND.
OUTCOMEID	Used to get information of Outcomes linked to this KPI from Planning_PlanningHierarchy_STND.
STRATEGYID	Used to get information of Strategies linked to this KPI from Planning_PlanningHierarchy_STND.
DIRECTORATEID	Used to get information of Directorates linked to this KPI from Planning_OrgHierarchy_STND.
BUSINESSUNITID	Used to get information of Business Units linked to this KPI from Planning_OrgHierarchy_STND.
SERVICEID	Used to get information of Services linked to this KPI from Planning_OrgHierarchy_STND.
PROJECTID	Used to get information of the Project this KPI is linked to from Project_ProjectRegister_STND.
RISKID	Used to get information of the Risk this KPI is linked to from Risk_RiskDetails_STND.
TASKID
STRATEGICRISKID
RELATEDPLANID
PROJECTRISKID
ORGANISATIONID
OPERATIONALRISKID
HIERARCHYNODEID
ACTIONID
KPIFILTERID

Planning_KPISnapshotView_STND

Provides target and actual data of KPIs for the last closed period up to the selected To date. For target and actual data spanning multiple periods, use the KPI_TargetActuals dataset.

Field name in Insights	Notes
KPIID	Unique identifier for KPIs – not usually displayed in reports.
KPI Name	Single line text filed.
KPI Calculation Method	Only applies if calculated KPI.
Reporting Year Period	e.g. Monthly: December 2017, Quarterly: Jan-Mar 2017. Given to filter performance info for relevant period.
Forecast	Numeric.
Benchmark	Numeric.
Sort Date	Used to sort reporting year periods logically – when using this, ensure that you select the correct format to display e.g. Year, Quarter, Month etc based on how your values are captured. For KPIs, this is usually Annually, Monthly or Quarterly but can even be Weekly, Daily etc depending on your KPI definition.
Period Target	Filtered by reporting year period.
Period Variance	Filtered by reporting year period.
Period Actual	Filtered by reporting year period.
Period Performance Value	Calculated performance value (number). Holds multiple values based on Reporting Year Period.
Period performance Traffic Light	Single value from: On Track, Off track etc. Filtered by reporting year period.
Period Comments	Used to get information of Business Units linked to this KPI from Planning_OrgHierarchy_STND.
YTD Target	Numeric.
YTD Actual	Numeric.
YTD Performance value	Calculated performance value (number).
YTD Performance Traffic Light	Single value from: On Track, Off track etc.
Trend Arrow	Single value from: Up/Down/No Change (YTD Trend).
Last Updated Date	Timestamp record last update of target/actual/notes data (different to Last Change).
Last Updated by	Name of staff who did last update of above.
Reporting Year	Reporting Year.
DATETO	Date To.

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Versions Compared

Old Version 9

New Version 10

Key

1. Overview

2. Common datasets

3. Action Datasets

4. Task Datasets

5. KPI Datasets

Page Comparison

Versions Compared

Old Version 9

New Version 10

Key

1. Overview

2. Common datasets

3. Action Datasets

4. Task Datasets

5. KPI Datasets