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Table of Contents |
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USER FUNCTION GUIDES | ADMIN FUNCTION GUIDES |
| Prerequisites Tools – Executive Build Overview Creating an Executive Report Adding Executive Actions Editing Action Comments Adding Executive KPIs Adding Executive Scorecards Adding Executive Comments Executive Portal
Tools – Financial Interface Tools – Quick Search Overview Quick Action Search Quick Action Update Quick Executive Update Quick Task Search Quick Task Update Quick KPI Search
Tools – Rollover Users 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 Editing an existing email notification Editing the 'Starting on' date for emails Deleting an existing email notification Activating/Deactivating an email notification
Email Templates 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 Integration between the Products FAQs Troubleshooting Support
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