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Table of Contents

USER FUNCTION GUIDES

ADMIN FUNCTION GUIDES

  • My Reports

    • Related Plans

    • Role Management

      • Creating User Roles and Assigning to Staff

        • Creating a User Role

        • Assigning User Roles to Staff

        • Assigning Multiple Product Permissions to User Roles

        • Replication of User Roles

      • SYCLE Mode – Flexible Hierarchy Menu Items

      • Risk Standalone Mode – Flexible Hierarchy Menu Items

      • Hierarchy Filters

      • Functionality of Hierarchy Trees within EIS and Analysis Areas

      • Hierarchy Linkages

        • Link to the Organisation Hierarchy

        • Linking Risks to the Custom Organisation Hierarchy using Links tab

        • Display of Linked Organisation Levels/Nodes

        • Linking Actions to the Hierarchy

      • Enhanced Security Permissions

        • Camms.Strategy

        • Camms.Risk

        • Camms.Risk Audit

        • Camms.Risk Incident

    • Email Notifications

      • Overview

      • Email Notifications

        • Adding a new email notification

          • Generic Email Notification

          • Action Email Notification

          • Task Email Notification

          • KPI Email Notification

        • Editing an existing email notification Editing the 'Starting on' date for emails

        • Deleting an existing email notification

        • Activating/Deactivating an email notification

      • Email Templates

        • Adding an Email Template

        • Editing an existing email template

        • Deleting an existing email template

      • Email Notification Log

    • Data Export

    • Configuration

    • Action List

    • Settings

      • Overview

      • Show System Period Pane

      • Enable System Period Permission Boost

      • Make current system period default

      • Executive Comments Tracking

      • Enable Trend data to be displayed in EIS

      • Reverse income budget

      • KPI trend to be based on Actual value

      • Business Rules

      • Display Opening Balance in Action Budget

      • Approve Corporate Plan

      • Action Permission Boost

      • Filter Graphs in EIS and My Performance

      • Disable Creating Planning Elements

      • Enable Front Page KPI By Reporting Officer

      • Enable user to enter targets against Action

      • Revised date

      • Enable Confidentiality for Action and KPI

      • Action Ref

      • Change Action Numbering

      • Hide Completed Actions

      • Allow Planning External links

      • Make next system period default for external links

      • Hide Add New Button In Quick Navigation Menu

      • Maximum sub task level

      • Hide milestone comments and stage

      • Configure Quick Update Hyperlinks

      • Display "Period" based traffic lights in My

      • Quick Update KPI

      • Display Individual Periods

      • Display Last Closed Period in My Quick Update Actions

      • Display Last Closed Period in My Quick Update KPI

      • Document Management

      • Enable Account Data Delete Button

      • Enable annual target label in KPI Target/ Actual page

      • Enable Home Page Grid On Demand Load

      • Hide Related Issues (SWOT)

      • Make Task Completion Date Mandatory

      • Render Navigation Pad As a List

      • Restrict Adding Actions Into Executive Reports

      • Enable tags to Actions, Tasks and KPIs

      • Enable tags to KPI Targets / Actuals 

      • Limit Decimal Places in Budget

      • Planning Settings

    • GIS Administration

      • Default Location

      • Setup Shapefiles

    • Reassign Staff Responsibilities

      • View Responsibilities

      • Reassign Responsibil]ities

    • Integration between the Products

    • FAQs

    • Troubleshooting

    • Support