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USER FUNCTION GUIDES
ADMIN FUNCTION GUIDES
Introduction & Logging In
Home Page and Navigation
My Quick Update
My Actions
Progress Threshold
Progress Threshold – Action Progress Calculation
My Tasks
My KPIs
KPI trend to be based on Actual value
My Risks
My Risk Actions
My Risk Controls
My Audit Recommendations
My Projects
Project Task
My Workspace
My Reports
Executive Intelligence System (EIS)
EIS Controls
EIS Action Tab
EIS Budget Tab
EIS KPIs Tab
EIS Scorecards Tab
EIS Risks Tab
Executive Portal
My Settings
Strategy Map
Favourites
Framework
Planning – Community Strategic Plan
Planning – Delivery Program / Operational Plan – Overview
Planning – Delivery Program / Operational Plan – Core Values
Planning – Delivery Program / Operational Plan – Service Profiles
Planning – Delivery Program / Operational Plan – SWOT
Planning – Delivery Program / Operational Plan – Actions
Details
Progress
Risk
Related Plans
Budget
Documents
Task Planning
Task Creation
Task Details
Make Task Completion Date Mandatory
Task Ordering
Links
Links – Deleting Items
Action Grouping
Planning – Delivery Program / Operational Plan – Weight and Priorities
Planning – Delivery Program / Operational Plan – KPIs
Planning – Service Delivery
Performance Management – KPIs
Creating a KPI
Examples of Lead Lag Input Output Outcome Measures
Linking KPIs
Setting up Targets
KPI Graphs
Links Tab
Types of KPI
Performance Management – Scorecards
Custom Hierarchies
Reports – Community Strategic Plan
Reports – Delivery Program / Operational Plan
Corporate Reporting
Division Report
Business Reporting
Council Plan
Progress Reporting
Council Plan Progress Report
Premium Action and Task Progress Report
Quarterly Progress Report
Risk Report
3 Year Corporate Progress Report
Annual Business Progress Report
Annual Report
Action Filter Report
Action Grouping Progress Report
Business Unit Actions Progress vs Op. Plan
Quarterly City Plan
Specialist Plan Progress Report
Action Reporting
Actions by Target Initiatives
Reports – Service Delivery
Reports – Executive Reporting
Reports – Administration
Prerequisites
Tools – Executive Build
Tools – Financial Interface
Tools – Quick Search
Tools – Rollover
Rollover Start (Stage 1)
During Rollover/ In between Rollover
Rollback Rollover
Rollover Complete (Stage 2)
Archive Periods
Performance Management Section
Important Rollover Business Rules
Implication for other products
Users
User List
Manage Users
Staff List
Rollover Securities
Next Business Cycle
Show System Period Pane
Enable System Period Permission Boost
Staff Grouping
Role Management
Email Notifications
Data Export
Configuration
SWOT Type
Action Progress Targets
Financial Performance
Report Uploader Setup
Reports
Spell Checker Dictionary
Custom Fields
Action Progress Threshold
EIS Settings
Navigation Pad Settings
Executive Comment Type
Budget Threshold
KPI Quick Update Settings
Quick Update Grid Settings
Replicate KPI Targets
Strategy Map Configuration
Tag Configuration
Action List
Settings
Adding Executive Comments
Planning Settings
GIS Administration
Reassign Staff Responsibilities
Integration between the Products
FAQs
Troubleshooting
Support
