Camms is pleased to bring you the Quarterly Product Release Notification for Camms.Project.
This quarter we've got a number of exciting new features and enhancements to improve your user experience within the system, which will be available in your Test environment on 11th September 2021 and will be available in your Live instance on 25th September 2021.
List of release items:
|
1. Introducing e-signatures to Camms.Project documents |
Camms.Project has now integrated with Adobe Sign to provide you with the ability to sign documents which are uploaded from Camms.Project electronically via Adobe Sign. With this integration, you can simply sign your documents via Adobe Sign, and the updates will automatically flow back to Camms.Project.
| Info |
|---|
Prerequisite: You should have an Adobe Sign subscription in order to use this feature. |
1.1 How do I configure the sign off authorities for document sign off?
Follow the steps below to configure the sign off authorities for document sign off.
...
STEP 4: When you select the ‘Include External Staff’ tick box, a text box where you can enter an e-mail address will be displayed. Enter the e-mail address of the external staff member in the text box which appears next to the ‘Include External Staff’ tick box, and then click on the ‘Add’ Add button to add that staff member to the Sign Off Authorities grid.
...
Once an external staff is added as a sign off authority, they will be added to the Framework > Project Settings > Staff page as an inactive staff member with the email address entered above. The external staff will not appear in any of the Staff dropdown lists available in the application.
...
| Info |
|---|
Note: External staff members can only be added as sign off authorities for document sign offs. This feature is not available for object and phase sign offs. |
1.2 How do I send a document for sign off via Adobe Sign?
Once you finish configuring the sign off authorities, you can submit the document for sign off by clicking on the ‘Submit for sign off’ button.
...
Once you submit for sign off, sign off request emails will be sent through Adobe Sign to the relevant sign off authorities.
1.3 As a sign off authority, how can I sign off the document which I received, through Adobe Sign?
You can sign off the request that you received via the following methods:
The link which is available in the email sent to you by Adobe Sign
The sign off areas in Camms.Project
1.3.1 Signing off a document via the email sent by Adobe Sign
Follow the steps below to sign off documents via the email sent to you by Adobe Sign.
...
STEP 2: Once you click on the hyperlink, the Adobe Sign application will open up in a new browser tab. Navigate to the newly opened browser tab, and you will be able to view the document within Adobe Sign. The document in Adobe Sign will have a placeholder for each sign off authority at the bottom.
STEP 3: Click on the placeholder and add your e- signature. Then, you can click on the ‘Click Click to sign’ sign button available at the bottom of the screen to sign off the document. Once the e-signature is added successfully, you will be able to view the screen below.
1.3.2 Signing off via the application
Follow the steps below to sign off documents via the sign off areas of the application.
STEP 1: Once you navigate to any of the areas where you can view your sign off requests (such as the Project Quick Update > My Approvals, Sign Off pop-up within the project or the Approvals tab in the Project Hub), you will be able to view a new button titled ‘View in Adobe Sign’ within the sign off pop-up window, next to the document which you wish to take action on.
...
| Info |
|---|
Note: Sign off authorities and users with super roles such as IPM Administrator and Project Manager, etc. will be able to view the ‘View View in Adobe Sign’ Sign button in the sign off areas of the application even if they are not a part of the Project Board and Team. |
STEP 2: When you click on it, the Adobe Sign application will be opened up in a new browser tab. Navigate to the newly opened browser tab and add your e- signature. Then click on the ‘Click Click to sign’ sign button available at the bottom of the screen to sign off the document. Once the e-signature is added successfully, you will be able to view the screen below.
...
The document which was sent for sign off will be converted to a PDF file format and will be available in the application. Users can download the document if needed. Please note that the initial document will be replaced with the signed off document when it is approved. Therefore, users will not be able to view the initial document after a sign off.
1.4 How can I reject or decline a sign off request via Adobe Sign?
You can reject or decline a particular sign off request by following the steps below.
STEP 1: Once you navigate to Adobe Sign via clicking the ‘View View in Adobe Sign’ Sign button or via the email sent to you by Adobe Sign, you will be able to view the Options menu item at the top toolbar of Adobe Sign.
STEP 2: Click on the Options menu item and click on the ‘Decline Decline to sign’ sign option from the menu which is displayed.
STEP 3: Upon clicking the ‘Decline Decline to sign’ sign option, a pop-up window where you can enter a comment as to why you are declining to sign will be displayed. Then click on the 'Decline' button. The comment you enter will be synchronised to the Comment field in the relevant sign off area in Camms.Project.
...
1.5 Can I delegate the sign off request to another sign off authority via Adobe Sign?
Yes, you can delegate the sign off request to another sign off authority via Adobe Sign by following the steps below.
...
STEP 2: Enter the email address of the person you wish to delegate the request, and then click the Delegate button.
STEP 3: If the delegating is successful, the following screen will be displayed.
1.6 What are the file types that are supported by Adobe Sign?
The following file types are supported by Adobe Sign:
DOC, DOCX, RTF, XLS, XLSX, PPT, PPTX, TXT, CSV, HTML, HTM, TIFF, TIF, BMP, GIF, JPG, JPEG, PNG
Documents which are not of the above file types, will be able to be approved through the existing Sign Off feature via Camms.Project.
The Adobe Sign process will only be applicable to documents. Hence, URLs cannot be viewed or approved through Adobe Sign.
...
Camms will be continuously working towards extending the e-signature functionality so that it can be configured by the client administrators themselves. Stay tuned for the updates through our published roadmap and product communications.
2. User experience enhancements in the Risk Assessment object |
As the first phase in enhancing the user experience within the Risk object, we have now made the risk register in the Risk Assessment object configurable so that you can customise which information will be visible in the grid view of the Risk Assessment object.
...
| Info |
|---|
Note: Users are advised to click on the ' Return' button placed at the top toolbar instead of the 'Close' button on the address bar of the browser, if they wish to navigate back to the Risk Register grid. |
...
Camms will be continuously working towards improving the usability of the Risk Assessment module in Camms.Project further. Stay tuned for the updates through our published roadmap and product communications.
3. Auto-populating Lesson IDs in the Lessons Learned object |
The Lesson ID in the Lessons Learned object is currently a text box where you can manually enter an ID for Lessons Learned. We have now automated this so that the system will auto-populate a Lesson ID for each lesson so that you do not have to enter a Lesson ID for each lesson manually.
...
A new column called ‘Field Mode’ is now available in the Lessons Learned configuration grid under the 'Framework > Project Settings > Lessons Learned' page. This column consists of a dropdown list with two options:
Manual Numbering: Selecting this will allow you to enter a Lesson ID manually.
Automatic Numbering: Selecting this will allow you to create lessons without manually entering a Lesson ID. The system will auto-generate the Lesson ID in this case.
...
Once you enter the required information and click on the ‘Add’ add icon, the system will auto-populate an ID for the newly created Lesson. This Lesson ID will be non-editable.
The auto-generated number will be a simple sequential number (e.g. 1,2,3). This number will be unique to the project.
...
What happens to the existing Lesson IDs if I select the ‘Automatic Numbering’ option from the Framework >Project Settings > Lessons Learned page?
The Lesson IDs of the existing lessons in Lessons Learned object > Lessons tab in all projects will be changed and auto populated, so that they would have an ID which is unique to the project.
4. Option to pre-select all phases and objects in the Duplicate Project screen |
This feature provides an option to have all phases and objects pre-selected in the Duplicate Project screen, instead of having to tick through all the relevant areas when duplicating a project.
...
When you select the ‘Select All’ node, all phases and objects in the project will be automatically selected. Then you can click on the ‘Create’ Create button in order to duplicate the project, along with the existing data in all phases and objects of the source project.
...