Overview

The Camms.Strategy® Configuration menu provides access to default configuration settings which the Administrator can change according to the organisational requirements. Please click on each of the configuration items in the menu to view the details and rules.

SWOT Type 

This area allows you to set the positions for the different types of SWOT, and gives you the flexibility to set which types you want to be able to have risk assessments created for/not.

• STEP 1: Go to Administration > Configuration> SWOT Type.

• STEP 2: To allow a type to have risk assessments created for it check the ‘Enable for risk’ box.

• STEP 3: Change the position of the types by changing the numbers 1-4 around.

• STEP 4: Click the 'Save' icon.

Action Progress Targets

This area allows you to set default action progress target values for all new actions created. This does not update any ‘existing’ actions’; it applies only to new actions created and for the current reporting year (Financial Year) only.

The period types such as Quarterly, Monthly, Annually etc. is usually configured by CAMMS on your scoping day and will determine the number of text boxes you see here for input. Please note that the standard system configuration provides the Quarterly setting.

• STEP 1: Go to Administration > Configuration > Action Progress Targets.

• STEP 2: Enter progress targets for each period which will be applied to all future actions created in your system.

• STEP 3: Click 'SAVE'.

Financial Performance

The Financial Performance area allows you to set up financial thresholds which will be used across all financial reports and also enters in calculations for how traffic lights across the system will be displayed.

The calculations should be entered as an SQL statement defining the ranges. This can be set up by your IT department, with help from CAMMS if needed.

Report Uploader Setup

The report uploader setup screen allows the user to view and edit the current report parameters available within the system. See 'Report Uploader Settings' for more information.

This will only be visible if you have purchased the report uploader.

Reports – Report Uploader

Report Uploader – Overview

The Report Uploader Facility allows users to upload their own Crystal or SSRS reports to Camms.Strategy®. This can be achieved by:

• Uploading a new report

• Editing an existing report and uploading

IMPORTANT NOTES

• The Report Uploader feature must be activated by CAMMS before it can be used. 

• Report uploader does not allow to ‘Edit’ (does not allow to add new Parameters) or ‘Remove’ CAMMS Standard Reports OR any client specific reports developed and deployed by CAMMS for the client. This will only allow the client to Add/Edit/Remove custom reports designed and uploaded by the clients themselves.

• Any client specific developed report from client end - if any issues are found CAMMS are able to provide support on this, however if the issue is with the crystal report/SSRS report development, developed by the client then this work will be chargeable. Time taken can be used through clients’ customer care hours to fix this, or else we will send invoice at a rate of $225 per hour (our standard helpdesk support rate).

• These reports are developed by the client either from scratch or using our standard reports with our existing procedures/functions to develop the report. However, since CAMMS owns the IP of the product we may modify the database schema and procedures based on our requirements i.e. Enhancements, roadmap, custom modification, in line with our releases. This could impact on the standard database schema which clients have used on their custom reports and it is therefore expected that the client will have adequate report development skills to analyse the Database level changes and modify their custom report to adopt the changes, or alternatively, if the clients do not have the expertise CAMMS can do this for them however that will come with a cost.

• If a report is running and shows the data consistent from Crystal reports, however shows a mismatch from within Camms.Strategy® itself, this means that the client has given the wrong report parameters in the report uploader, that is why it works in Crystal IDE but not in Camms.Strategy®. (i.e.; if customer gives wrong report parameter type(s) in the uploader that affects the output of the report, when you run from Crystal IDE user gives the correct ID values for parameters.)

Adding a new report

This can only be done by an Administrator.

• STEP 1: To navigate to the Report Uploader page go to Administration > Configuration > Reports.

• STEP 2: Select the area of reporting that you wish to upload to i.e.; ‘Strategic community planning'. Any reports you have already uploaded are displayed along the left. Click NEW.

STEP 3: To Upload a new report click on the  Icon to the right on the reports title.

• STEP 4: Now select the type of report that you wish to upload. (Navigate to these hyperlink pages for the next steps based on the report type you are using).

  • Crystal Report – This option is selected if you have designed a Crystal report.

  • Microsoft SRS – This option is selected if you have designed a SSRS report.

Adding a Crystal Report

• STEP 1: Select 'Crystal Report' as the report type and fill in the required fields.

• STEP 2: Click 'Save' to upload the report.

Adding a Microsoft SRS report

• STEP 1: Select “Microsoft SRS” as report type and fill in the required fields.

*‘Report Category Group’ tree – This hierarchy tree lists the report categories, which a report can be uploaded against. User is allowed to change the respective category through this selection tree.

• STEP 2: Click 'Save' to upload the report.

Database Diagrams

The CAMMS SQL Database contains some overview database diagrams, which are available within the Microsoft SQL Server Management Studio.

Please contact CAMMS for further information regarding this.

Adding Parameters

Once you have uploaded your new report, the "Add New Parameter" button will appear below the details of the report.

Preconditions

• A report file (Crystal/SSRS) should already be uploaded.

• The report file must NOT be a standard report in Sycle.

Once a new report has been uploaded, the ‘Add New Parameter’ button will be displayed.

• STEP 1: Click the "Add New Parameter" button and add new parameters to the report.  These new parameters are the filters which would be displayed within the report filter section.

• STEP 2: Update the relevant fields within the parameter table and click 'update'.

For SSRS report only, make sure you 'save' once you are done updating. If you are uploading SSRS report, do not click save.

• STEP 3: Add the Sort order number and check the "Show all" tick box if you need the "Show All" option to be available for the parameter.

• STEP 4: Once you have entered all information click Add.

Parameter Table:

Adding Parameters to Crystal Reports

This should be done by a Crystal Report writer or by someone who has a good knowledge in coding Crystal Reports.

• STEP 1: Open the Crystal Reports application and load the required report.

• STEP 2: Navigate to the field explorer and select the new parameter field.

Creating a new parameter

• STEP 1: Enter a descriptive name for the Parameter name.

• STEP 2: Select the Data Type.

• STEP 3: Select the List of Values.

• STEP 4: Select the Value Field.

• STEP 5: Click 'OK' to save the information.

• STEP 6: Open the formula workshop by navigating to Selection Formulas > Record.

• STEP 7: Once the Formula workshop is open, add your selection code by starting with AND or OR.

• STEP 8: Add the parameter description as it is exactly in the report.

• STEP 9: Click 'Save' once you have added all the parameter information.

The report can now be tested within the Reporting menu.

Previewing the Report 

• STEP 1: Navigate to Camms.Strategy® Reporting section.

• STEP 2: Select the relevant reporting area (i.e. Corporate Business Reporting, Strategic Reporting etc.) to where the new report is added. Check whether the new report is appearing within that area and then click on it.

• STEP 3: Select the respective parameter values to filter the report content (from the respective list of parameters), and click on ‘preview’ to generate the report.

Existing Report 

Editing a standard report

• STEP 1: Navigate to Report Uploader screen and select the reporting area under which the report is placed.

• STEP 2: Select the report which you require to edit and click on the Edit button.

• STEP 3: For Standard Report or a Custom report developed and deployed by CAMMS, the user will only be allowed to edit the following fields within the Parameter table.

  • Default Values

  • Hide

  • Sort Order

  • Show All

Editing a custom report

• STEP 1: Navigate to Report Uploader screen and select the reporting area under which the report is placed.

• STEP 2: Select the report which you require to edit and click on the Edit button.

For a Standard Report or a Custom report developed and deployed by CAMMS, the user will only be allowed to edit the following fields within the Parameter table:

• Name

• Parameters

• Parameter Name

• Default Values

• Hide

• Sort Order

• Show All

Report Uploader Setup

The report uploader setup screen allows the user to view and edit the current report parameters available within the system. See 'Report Uploader Settings' for more information.

This will only be visible if you have purchased the report uploader.

Only the ticked ones will be loaded into report uploader screen (These parameters will be loaded within the selection drop-down of ‘Name’ parameter of the ‘Add New Parameter’ grid).

Spell Checker Dictionary

The spell check dictionary allows you to view, delete and add words to/from the system spellcheck function.

Go to Administration > Configuration > Spell Check Dictionary.

To add a new word, type in the word in the space given to enter new word and click the ‘Add Word’ button. If the word already exists, you will be notified.

To view all of the words within the dictionary, click on the letter you want to view. For example, clicking on the letter 'D' would show you a list of all words that start with D.

You can use the 'Remove Word' button to delete a word from the dictionary.

Custom Fields

The custom fields area allows you to create custom fields on following areas;

• Actions: Action Details, Action Progress, Action Budget, Action Quick Update and Action Risk pages.

• KPIs: KPI details page.

• Service profile : Service Profile details page.

• STEP 1: Go to Administration > Configuration > Custom Field.

You can enter your own label for the new field, define what type of field it should be and choose in what areas they want the new field to be shown (editable or read only). You may choose from the following field types;

• Numeric

• Alphanumeric

• Drop-down list

• Hyperlink

• STEP 2: Enter the label and select the field type.

• STEP 3: You may enable the new field in different areas according to your preference using the visible and editable columns. Selecting a field to be editable in a particular area would automatically make it visible in the same.

• STEP 4: By ticking Quick Update you will be able make these fields visible and editable in the My Quick Update area.

• STEP 4: Click the 'Add' button.

Action Progress Threshold

You can define progress thresholds (on track figure and off track figures) using this option. This is currently used for defining the thresholds for Action Traffic Lights. For more information on how the Action Progress is calculated please refer to the Action Progress Calculation.

• STEP 1: Go to Administration > Configuration> Action Progress Threshold.

• STEP 2: Specify ‘On track’ and ‘Off Track’ figures and click the 'Save' icon.

EIS Settings

This area allows you to set default fields to be displayed on EIS budgeting area.

Go to Administration > Configuration> EIS Settings.

The Original Name column displays the default name of the fields available and you can define your own organisation’s terminology under ‘New Heading’ for each field.

Tick the 'Visible' checkboxes to enable the corresponding columns to be displayed within EIS budgeting area and you can define the sorting order.

Navigation Pad Settings

The navigation pad settings allow you to configure the navigation header colour.

• STEP 1: Go to Administration > Configuration > Navigation Pad Settings.

• STEP 2: Select a color by clicking on the color palette or clicking the 'Edit' icon.

• STEP 3: Save the selected colour within the system by clicking 'Save'.

• STEP 4: Click 'Close' to exit the Navigation Pad settings.

Service Document

This feature allows you to upload one document (up to 4MB).

The uploaded document is then displayed as a link within each Service Profile record.

Executive Comment Type

Using this page, you can determine the type of comments that will be shown under the Executive Portal commentary area.

Generally, you would see the three type of comments, defined by the application. Namely,

• Default Comments

• Outcome Comments

• Budget Comments

However, you can amend the title of these comments using the 'Edit' Button or add new comment types using the 'Add' button. 

To edit the title of the comment type,

• STEP 1: Click on the 'Edit' option.

• STEP 2: Amend the title accordingly.

• STEP 3: Click on the 'Update' button to save the change.

To add a new comment type,

• STEP 1: Define a title for the comment in the space given under the Executive Comment Type column.

• STEP 2: Click on the 'Add' button.

Budget Threshold

You can define budget thresholds (on track figure and off-track figures) using this option. This is currently used for defining the threshold for Budget Traffic Lights both within the system and in standard reports. You can choose to define the thresholds either via a percentage or exact value by selecting one of the options provided.

• STEP 1: To do this, go to Administration > Configuration> Budget Threshold.

• STEP 2: Select your preferred option and enter ‘On track’ and ‘Off Track’ figures.

• Define as percentage: Enter percentage values between 0 and 100 for On Track and Off Track cells

• Define as Exact Value: Enter any integer values for On Track and Off Track cells.

• STEP 3: Click the 'Save' icon.

  • If a Budget has not been entered, a blank traffic light will be displayed.

  • If Budget = 0 but Actual > 0, traffic light will be green.

If Exact value selected

YTD Variance = YTD Budget – YTD Actual

When Income is recorded with (-), reverse income budget and actual figures to (+) when calculating the variance.

If Percentage value selected

YTD Variance% = ((YTD Budget – YTD actual)/YTD Budget) *100

KPI Quick Update Settings

This area allows you to configure the field visibility in the KPI Quick Update screen.

• STEP 1: To do this, go to Administration > Configuration>KPI Quick Update Setting.

• STEP 2: Make the relevant selections to configure the KPI Quick Update screen as below.

Settings can be configured for each KPI type or for all KPI types.  For example, you may wish to show traffic lights only for annual KPIs.  To achieve this, you would tick the show traffic lights tick box only in the annual KPI type row.

• STEP 3: Click the 'Save' icon.

Quick Update Grid Settings

This area allows you to configure the field visibility in the ‘My Actions’ Quick Update home page.

Click ‘load’ to load the grid and show the contents. Make your changes and then click the 'save' button.

Replicate KPI Targets

This setting is used to replicate/copy the targets, variances, benchmarks and forecast of the KPIs from one reporting period to another. You can select the type of KPIs and the type of data to be replicated using the tick box options given under this setting page.

• STEP 1: To Navigate to this page, go to Configuration> Replicate KPI Targets.

• STEP 2: Select the reporting years from the drop-down menus under the titles "From" and "To", in order to copy the data from the specific reporting year to another reporting year.

• STEP 3: Select the type of KPIs to be copied and the type of KPI data to be copied using the tick box options.

• STEP 4: Once you have made your selections, click on the "Replicate" button to complete this setting.

• Even if you tick “Trend KPIs” and choose “Copy Targets” and “Copy Variances” nothing will be copied because Trend KPIs do not have the ability to record Targets OR Variances as a system rule. You can only copy Benchmark/Forecast (if available) for Trend KPIs. Similarly, Calculated KPIs where the Calculation Method is set to “Automatic” will only copy the Variance (if available).

• Ticking “Calculated KPIs” will not replicate the underlying sub KPIs unless they too are of type “Calculated” (i.e. nested Calculated KPIs).

• When you select the 'Overwrite existing values' tick box, the current values (Targets and Actuals) given to the KPI will be overridden with the values from the reporting year which was replicated.

• If you select to replicate the values while the 'Overwrite existing values' is unticked, the values will be copied only to the KPIs which doesn't have any data assigned.

Strategy Map Configuration

This setting allows user to define the calculations and the thresholds that would manage the behavior of Strategy Map. Logics defined for the Actions and KPI performance are same across all hierarchy nodes within Planning hierarchy. 

Choose the calculation method to be based on count or average and which items to be visible in the strategy map. Make your changes and then click the 'save' button.

In this method, for each node the system will take the total number of Actions and KPIs. The system will then check how many Actions and KPIs are in ON TRACK, OFF TRACK, MONITORING and N/A status, separately. Depending on that figure, the system will display the relevant performance status against each node. Following business rules has been defined to arrive at overall action/KPI performance of the node.

• If All ON TRACK, OFF TRACK and MONITOR count is 0, then node is N/A

• If majority is ON TRACK, then node is ON TRACK

• If majority is OFF TRACK, then node is OFF TRACK

• If majority is MONITOR, then node is MONITOR 

• If majority is N/A, then node is N/A

• If majority is ON TRACK or OFF TRACK and are equal, then MONITOR

• If majority is ON TRACK or MONITOR and are equal, then MONITOR

• If majority is ON TRACK or N/A and are equal, then ON TRACK

• If majority is OFF TRACK or MONITOR and are equal, then MONITOR

• If majority is OFF TRACK or N/A and are equal, then OFF TRACK

• If majority is MONITOR or N/A and are equal, then MONITOR

• If majority is ON TRACK or OFF TRACK or MONITOR and are equal, then MONITOR

• If majority is ON TRACK or OFF TRACK or N/A and are equal, then MONITOR

• If majority is ON TRACK or MONITOR or N/A and are equal, then MONITOR

• If majority is OFF TRACK or MONITOR or N/A and are equal, then MONITOR

• If All are equal ON TRACK and OFF TRACK and MONITOR and N/A then MONITOR

Performance calculation based on averaged action/KPI  performance

In this method, for each node, the system will take the sum of the performances of all the Actions and KPIs and take the average from it. Then check where the average of all the KPIs/Actions fit into; based on the defined threshold limits.

Formula:

Total Performance Average = Total Action Performance / Number of Actions

584 / 6 = 97.3

Therefore, the value 97.3 will be crosschecked with the threshold limits to identify the performance colour.

The KPI performance status will also be calculated in the aforementioned manner and KPI thresholds will be used for arriving at performance status.

Action and KPI Performance Percentage Comparison

This setting is applicable for arriving at KPI trend arrow. Based on the dropdown selection, the previous period would be decided by the system, to be compared with last closed period. The following options are available:

• Monthly – Previous period would be 'a month back' compared to last closed period. I.e. if last closed period is December-17, previous period would be November-17. 

• Quarterly – Previous period would be '3 months back' compared to last closed period. I.e. if last closed period is December-17, previous period would ne October -17.

• Yearly – Previous period would be '12 months back' compared to last closed period. I.e. if last closed period is June-17, previous period would ne July -16.

Tag Configuration

This area allows you to configure the tags that can be used for Actions, Tasks and KPI. 

You can configure areas where tags should be shown within Camms.Strategy such as My Quick Update, EIS and Strategy Map Detail Pop-up.

To configure a tag follow the below steps. 

• STEP 1: Type the name of the tag.

• STEP 2: Select a color for the tag.

• STEP 3: Click on ‘Add’ button.