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1. Overview

The Framework area allows for key aspects of the organisation to be established. These are then used as a foundation in several areas of the system.

The ‘FRAMEWORK’ area allows you to:

  • Set up your own organisation’s details.

  • Set up your structure (Directorates, Business Units, etc).

  • Identify Agencies.

  • Set up Human Resource structure.

  • Configure user accounts and securities.

Info

This information will need to be set up very early in the implementation phase, as it underpins the strategic and corporate plans.

While all users can view this information, only the ‘ADMINISTRATOR’ can edit information in this area.

You can navigate to the Framework area via the Strategy Navigation button as shown below. 

Navigation through the same options can be done via the right navigation menu within the framework area.

2. Client Details

To enter your organisation's details, follow the steps below.

  • STEP 1: Go to Framework > Client Details.

  • STEP 2: Click on the image placeholder if you want to associate an image with this entity. 

  • STEP 3: Enter your organisation's details and click the Save button.

3. Division 

To create Divisions, follow the steps below.

  • STEP 1: Go to Framework > Division
    Alternately, select Division from the Framework Side Toolbar.

  • STEP 2: Click on the new icon.

  • STEP 3: Enter a name for your new Division and its mission.

  • STEP 4: Select a Risk Owner.

  • STEP 5: Click on the image placeholder if you want to associate an image with this entity.

  • STEP 6: Click the Save button.

Use the Edit or Delete buttons to modify a saved record.

Info

Fields marked with a red triangle next to the field name indicates that it is mandatory.

4. Department

To create the Department, follow the steps below.

  • STEP 1: Go to Framework > Department.
    Alternately, select Department from the Framework Side Toolbar.

  • STEP 2: Click on the new icon.

  • STEP 3: Enter a name for your new Department and its mission.

  • STEP 4: Select a Responsible Person and a relevant directorate to which it belongs.   

  • STEP 5: Click on the image placeholder if you want to associate an image with this entity.

  • STEP 6: Click on the Save button.

Use the Edit or Delete button to modify a saved record.

Info

Fields marked with a red triangle next to the field name indicates that it is mandatory.

5. Agency

There are numerous government agencies or stakeholders, private sector enterprises and government regional based organisations that are vital in the achievement of goals and objectives for the community/customers. 

The database allows for information about agencies to be stored for retrieval when formulating strategies.

To create Agencies, follow the steps below.

  • STEP 1: Go to Framework > Agencies.
    Alternately, select Agency from the Framework Side Toolbar.

  • STEP 2: Click the new icon.

  • STEP 3: Specify the Agency name.

  • STEP 4: You can enter the remaining information if required.

  • STEP 5: Click on the Save button.

Use the Edit or Delete button to modify a saved record.

6. Team

Info

This is an optional feature which can be activated or deactivated by CAMMS upon request. A cost may be associated with this activation.

Please contact the CAMMS Helpdesk for more information.

To create your organisation's team structures follow the steps below:

  • STEP 1: Go to Framework > Team.

  • STEP 2: Click on the add new icon and enter a team name and a description.

  • STEP 3: Select a Risk Owner and a Department from the dropdown lists.

  • STEP 4: Click on the Save button.

Use Edit or Delete buttons to modify or delete a record respectively. You can also search for existing Teams by entering keywords in 'Search' text box and if you want to edit a Team, click on the pencil icon next to its name.

7. Staff

In order to achieve the outcomes required from an organisation’s strategic management plan, it is important to assign strategic and action responsibilities to individual officers. This will ensure ownership of planned outcomes and enable proper assignment of responsibility for updating.

To define Staff, follow the steps below.

  • STEP 1: Go to Framework > Staff.
    Alternately, select Staff from the Framework Side Toolbar.

  • STEP 2: Click on the new icon.

  • STEP 3: Enter the basic details such as name and position as well as contact details like phone and email address. A valid email address will ensure that staff receives automatic email notifications generated via the system.

  • STEP 4: Define the Directorate or Business Unit which the new staff member is attached to. Defining these organisation links allows the system to recognise what Directorate or Business Unit they belong to and displays information relevant to them.

  • STEP 5: Click on the image placeholder if you want to associate an image with this entity.

  • STEP 6: If the 'Active' check box is selected, the staff is an activate staff within the system. If the check box is unchecked, that particular staff member becomes inactive.

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Note: If a Staff in inactive, an 'Inactive' suffix will appear wherever they are shown in the system.

  • STEP 7: Click the Save button.

Use the Edit or Delete buttons to modify a saved record. You can also search for existing staff members by entering keywords in 'Search' text-box and if you want to edit a staff member details, click on the pencil icon next to its name to edit details.

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If you are using Camms.Talent®, then all the users will still show within Camms.Talent® user lists. (This tick box does not exclude the user within Camms.Talent®).

Info

After a staff member is added to the system, assign a security role via Manage Users option.

8. Related Plans 

The Related Plans area allows the linkage of actions to the internal and external plans normally found in an organisation (e.g. Human Resource Plan, Occupational Health and Safety Plan, Risk Management Plan). This facilitates reporting against these plans.

The Related Plans area includes the ability to denote the name, responsible officer and a description of the plan. It also includes the functionality of uploading an electronic copy of the plan from a file or a hyperlink to a web page, which can be viewed from the Actions, Tasks, and KPI forms.

To define Related Plans, follow the steps below.

  • STEP 1: Go to Framework > Related Plans.

  • STEP 2: Click the new icon.

  • STEP 3: Enter a name for the plan, a description and select a Responsible Person.

  • STEP 4: Click Browse to upload an electronic copy of the plan from your computer.

  • STEP 5: Click Save and a hyperlink to it will appear. If you want to change it, simply type in a new hyperlink and click Save and the new hyperlink will replace the previous one.

  • STEP 6: To associate a URL to the plan, type in the hyperlink field and then click Save for the hyperlink to appear.

  • STEP 7: If your organisation uses the Content Manager functionality, you may hyperlink documents in your Content Manager system by entering the Content Manager number of the specific document.

Info

The Related Plan to be uploaded must be:

  • a word document

  • not greater than 5 MB in size

Use the Edit or Delete buttons to modify a saved record.

9. Priority Criteria

The ‘PRIORITY CRITERIA’ enable the organisation to produce a set of priorities, which can be attached to strategies in the Strategic Plan.  

To define ‘Priority Criteria’ follow the steps below.

  • STEP 1: Go to Framework > Priority Criteria.
    Alternately, select ‘Priority Criteria’ from the Framework Side Toolbar.

  • STEP 2: Enter your text into the Priority Criteria text box and click the Add button.

Use the Edit or Delete buttons to modify a saved record.

Info

Use the adjacent Edit and Delete buttons to edit or delete a saved record.

A Spell check button is also available at the top right corner if you need to check spellings.

10. Governance

This section allows Organisations to take a ‘matrix’ view of their Strategic Management Plans rather than the traditional ‘organisation’ view. An organisation may have many governance structures which cut across the hierarchical organisation by the inclusion of offices from all areas of the organisation e.g. various types of Management Committees, Internal Working Parties.

By attaching strategies to defined Governance structures, reports which bring together all strategies and actions relating to the business of that Governance body can be generated, thus producing the ‘matrix’ view.

To define Governance Structures, follow the steps below.

  • STEP 1: Go to Framework > Governance.
    Alternately, select Governance from the Framework Side Toolbar.

  • STEP 2: Click the new icon.

  • STEP 3: Enter the basic details such as name and description.

  • STEP 4: Select a relevant primary contact person from the list.

  • STEP 5: Click the Save button.

Info

In addition to the basic details you can also define membership body details by specifying a member and a role.

This is an optional feature which can be activated or deactivated by CAMMS upon request.

Please contact the CAMMS Helpdesk for more information.

  • STEP 6: Specify a member, role played by the selected user and the year.

  • STEP 7: Specify a start and end dates and click the Add button.

11. Target Initiatives

Like the Governance section, this section also allows Organisations to take a ‘matrix’ view of their Strategic Management Plans rather than the traditional ‘organisation’ view.

An organisation may have many separate Target Initiatives along with other existing Goals and Outcomes, etc., which are key issues for the organisation.

For example, it may include issues such as the environment, youth, the community’s perception. Reports can be produced by attaching strategies to defined Target Initiatives.  This brings all strategies and actions relating to the achievement of that Target Initiative together producing the ‘matrix’ view.

To define ‘Target Initiatives’, follow the steps below.

  • STEP 1: Go to Framework > Target Initiatives.
    Alternately, select Target Initiatives from the Framework Side Toolbar.

  • STEP 2: Click the new icon.

  • STEP 3: Enter a name and a description.

  • STEP 4: Select a responsible person and a Business Unit.

  • STEP 5: Click on the image placeholder if you want to associate an image with this entity.

  • STEP 6: Click on the Save button.

12. Action Grouping

Action Groupings allow you to define a tree-type hierarchy of groups and provides you with greater flexibility in the reporting of actions in accordance with different categories or hierarchies.  This feature adds significant flexibility for using the information within the system or specific reporting requirements.

To create an Action Grouping, follow the steps below.

  • STEP 1: Go to Framework > Action Grouping.
    Alternately, select Action Grouping from the Framework Side Toolbar.

  • STEP 2: Click the new icon.

  • STEP 3: Enter a new grouping name and a description.

  • STEP 4: Click Save.

  • STEP 5: Click on the New Group nodes on the left and add individual Action Groups for as many levels as you need.

Info

Use the buttons on the right side of the screen to edit or delete a saved record.

A Spell check button is also available if any spell check is needed to be done.

Tip

Tip: Please remember that deleting a group will also delete any child groups within it.

Info

The following rules will apply within the Action Grouping and Action areas:

  • Action Groupings can only be added, edited and deleted by the Strategic Planner or Administrator.

  • Linkages to Action Grouping can be made by the Responsible Person, Business Unit Manager, Business Planner, Strategic Planner, and Administrator.

  • Actions can be linked at all levels of the Action Grouping tree.

  • Actions can be linked to one or many Action Groups.


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