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Camms is pleased to bring you the Quarterly Product Release Note for Camms.Strategy.
This quarter we've got a number of exciting new features and enhancements to improve your user experience within the system, which was deployed to your Test environment on 20th March 2021 and will be deployed to your Live instance on 3rd April 2021.
List of release items:
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1. Our new Camms.Strategy mobile application |
We are excited to announce our brand new Camms.Strategy mobile application - which has been completed re-imagined and rebuilt. The new version provides a host of new capabilities in completely upgraded user interface. The mobile app will be available on the Google Play store and Apple App Store by the first week of April 2021. The new application will be available on the 5th of April for the android users and iOS users will be able to view the new application by the 9th of April.
What’s new with the app?
New and improved user interface: The improved user interface will consist of a simplistic, eye-friendly colour palette with contrasting background tiles and fonts.
Higher performance: An improvement to the app loading time can be observed with a higher performance.
Easy to use dashboard: An understandable and easy to use dashboard is provided with the ability to filter out details such as hierarchy, YTD, from/to dates, and month view.
Actions: A clear view of actions, tasks and KPIs that are separated into tiles, providing a clearer view for users.
Toggle between All Actions and My Actions: A toggle to switch is provided to switch between All Actions and My Actions, to view all actions of users and the logged in user's actions respectively.
Expandable task screen: An easy to use, expandable view is provided for tasks. View of all tasks and its sub tasks in an expandable and collapsible tree view.
Settings: Use this section of the app maneuver the application setting the region, server URL, and SSO authentication details.
Support: Learn more about what the application consists of using this function.
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2. Improving the configuration of baseline dates for actions |
This enhancement is introduced in order to make it easier to administer the 'baseline dates' feature for actions, with changes to labels and consolidation of settings.
The Action Revised dates function and Baseline dates function have been consolidated into a single function.
Start Date and End Date in Actions and Tasks, represents the current timeframe of the action/task. This field represents the Revised Start and End date of the action/task.
Baseline Start Date and End Date in Actions and Tasks represents the timeframe that was initially set for the action/task.
Start and End date of the Action/ Task is considered when filtering by date.
Users with admin privileges can configure edit permissions of the baseline dates.
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How do you configure this?
To configure the edit permissions of the baseline dates:
For clients using the standard permission structure,
A new setting called ‘Enable Action/ task baseline dates to be editable by authorised users’ has been introduced and users with administrative permissions will be able to enable this setting.
Once the above setting is enabled, Action and Task baseline dates will be editable for users with Director/Business Manager/Strategic Planner/Business Planner/Performance Manager permissions, or Responsible Officers of Actions/Tasks. The ‘Enable Action/Task baseline dates to be editable by authorised users’ setting will be enabled by clients who have enabled the ‘Action Revised Dates’ parameter.
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For clients using the flexible hierarchy permission structure (currently applicable only to clients who have enabled the Flexible hierarchy permission structure, which is currently in Beta),
A new permission called ‘Edit Baseline Dates’ has been introduced under Actions and Tasks under the Role Management area. Users can provide permissions to Baseline Dates via the below paths:
For Actions: Strategy Navigation > Role Management > New Icon > Camms.Strategy > Planning > Actions > Tabs > Details > Edit Baseline Dates.
For Tasks: Strategy Navigation > Role Management > New Icon > Camms.Strategy > Planning > Actions > Tabs > Task > Tabs > Details.
If you have the ‘Edit Baseline Dates’ ticked within the role that is assigned with, you can then edit the baseline dates of Actions/Tasks.
‘Edit Baseline Dates’ permissions will be ticked for those users who have ‘Edit’ permission to the ‘Details’ tab of Actions and Tasks.
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What would happen to the existing data and label replacements?
You will not experience any difference in terms of permissions, since all existing permission configurations have been mapped with the improved function, via the above mentioned setting and permissions.
Further, you will not experience any data loses, since all existing data fields (baseline dates, revised dates, start and end dates) are mapped as below:
For those who have Revised dates enabled,
Data that was in the ‘Start Date’ and ‘End Date’ fields are shown in the ‘Baseline Start Date’ and ‘Baseline End Date’ fields respectively.
Data that was in the ‘Revised Start Date’ and ‘Revised End Date’ fields are shown in the ‘Start Date’ and ‘End Date’ fields respectively.
For those who have Baseline dates enabled will have no change.
Finally, you will not experience any difference in terms of labels, since all existing label replacements have been mapped with the new field labels.
3. Tracking the history of changes to users, role management, staff pages, and assign role pages |
This enhancement will let you track and display the history of changes in the Users, Role Management, Staff and Assign Role pages.
How does this work?
A history button will be available at the top-right corner of the following pages:
User (accessed via Camms.Strategy > Administration > Users > Manage Users).
Role Management [currently in beta] (accessed via Camms. Strategy > Administration > Role Management).
Staff (accessed via Camms.Strategy > Framework > Staff).
Assign Role [currently in beta] (accessed via Camms. Strategy > Framework > Staff > [Select Staff] > Assign Role).
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Once the History button is clicked, a ‘History’ summary popup window will display the following details:
User Name – Will display the user name of the user that made the change.
Time Stamp – Will display the date and time the change was made.
Change Record – Will display the item within the page that was changed (e.g. In the User page this will denote the respective User Name).
Summary – Summary of parameters that changed.
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History records will be sorted based on the time stamp column in descending order (lasted changed items on top).
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Notes:
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For a detailed view of the changes made, click on a record, to take you to three-tabbed page with the following details:
Summary – The first tab, active by default will display a grid with the columns ‘Field Name’ (only the parameter name(s) that have changed within the page), ‘Current Value’ (the corresponding current values of the parameters that have changed), and ‘Previous Value’ (the corresponding previous values of the parameters that have changed).
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Current Representation – This tab will display a grid with columns ‘Field Name’ (the parameter names within the page) and ‘Value’ (the current value of the respective parameters).
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Notes:
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Previous Representation – This tab will display a similar grid to Current Representation, with columns ‘Field Name’ and ‘Value’ (with the previous values of the respective parameters).
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Notes:
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4. Introducing an improved executive comments sign-off workflow |
This feature introduces an improved executive comments sign-off workflow that will allow users to reject executive comments.
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Note: This feature is currently applicable to customers who have enabled the 'Flexible Hierarchy' feature (currently in Beta). |
How do you configure this?
If you are using Sycle, the permissions can be configured via Sycle Menu > Role Management > [Product] Sycle > [Expand Executive Tools] > Select the relevant permissions based on the requirement.
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If you are using the Strategy standalone system, the permissions can be accessed via Strategy Navigation > Administration > Role Management > [Product] Camms Strategy > [Expand Tools] > Executive > Select the relevant permissions based on the requirement.
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Once the permissions are set, you will be able to access the Executive Builder Area.
If using Sycle, navigate to the ‘Executive Builder’ via Sycle Menu > Executive Tools > Executive Builder. Click on New to create a new executive report. Click on the pencil icon to edit an executive report that has already been created.
Add Actions by clicking on the Add button in the Action tab. Click on Search to show all actions, or use the filters to find a specific Action.
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In the KPI tab, you can add KPIs by dragging KPIs from the right side of the screen and dropping them to the grid in the middle. Use the filters to find a specific KPI you are looking for.
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Once the actions and KPIs are selected and added to the executive report, you will be able to remove or edit executive comments and organisational links by clicking on the Edit button.
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Note: The Responsible Officer of the selected hierarchy node will be the person who has authority to provide 1st level Sign Off/ Reject executive comments. |
How does this work?
Once this configuration is completed, responsible officers of Actions and KPIs that were added to the executive report will be able to add executive comments and submit for sign-off via the My Quick Update area.
A link icon will be displayed on Actions and KPIs that are linked to an executive report within the My Quick Update area, so that you will be able to identify items that are linked to an executive report at a glance.
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Note: If you are using Camms.Project, and if the action is linked to a project:
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The Executive Comments tab will be visible in the expanded view of Actions and KPIs within the My Quick Update area on items linked to an executive report.
You can either add executive comments, or select the progress comment of the action.
The status of the action will be ‘Not Submitted’. Once an executive comment is added, and marked as 'Complete', it will change the status to ‘Pending Sign off’. The executive comment text box will be disabled for the Responsible Officer once it is marked as 'Completed'.
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The Responsible Officer of the selected hierarchy node is the person who has authority to provide 1st level Sign Off/ Reject executive comments. You will require access to the Executive Portal and ‘First Level Sign Off’ permission in order to sign-off/reject executive comments.
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Once the 1st level sign off is provided, the executive sign-off status will be changed to ‘Partially Signed Off’ within the My Quick Update area. The Sign Off and Reject button will be disabled and the selected option will be highlighted.
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Note: If the executive comment was rejected by the 1st level sign-off authority, the executive sign-off status will be changed back to ‘Not Submitted’ within the My Quick Update area, and the executive comment text box will be enabled. |
Once the 1st level sign-off is provided, those with ‘Second Level Sign Off’, will be able to provide the final sign-off. The ‘Sign Off’ and ‘Reject’ buttons within Executive Portal will be enabled for the user.
Once the 2nd level sign off is provided, the executive sign-off status will be changed to ‘Signed Off’ within the My Quick Update area. The Sign Off and Reject button will be disabled and the selected option will be highlighted.
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Note: If the executive comment was rejected by the 2nd level sign-off authority, the executive sign-off status will not change within the My Quick Update area, and the ‘Sign Off’ and ‘Reject’ buttons will be enabled for the user who is authorised to provide the 1st level sign-off . |
If you have the ‘Reopen’ permission, you will see a Reopen button within the Executive Portal, where you can enable the Sign Off and Reject buttons when it is disabled.
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