Camms is pleased to bring you the Quarterly Product Update Notification for the Camms.Risk
This quarter we've got exciting enhancements to improve your user experience within the system, which will be available in your Test environment on 12th October 2024 and will be available in your Live environment on 2nd November 2024.
List of items: |
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1. Enhancing the Risk assignment email trigger for RO and SRO to receive consolidated risk assignment emails |
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This enhancement allows users to set up separate email rules for the Risk assignment trigger, which is sent to the Risk Owner (RO) and Secondary Risk Owner (SRO) respectively.
The Risk assignment trigger supports the Risk name list snippet, providing a table populated with multiple risks assigned to the user.
How do you configure this?
Navigate to Mega menu > Administration > Risk Administration
Figure 1.1: Navigate to Risk administration
From Risk Administration > Click on Notification Templates to create the email templates.
Figure 1.2: Navigate to Notification templates
From Notification Templates, create the email templates including the [Risk name list] snippet which will provide the consolidated bulk of risks that are assigned for the Responsible officer.
Figure 1.3: Template for RO
The same way, it can be created for the Secondary Responsible officer as follows:
Figure 1.4: Template for SRO
From Risk Administration > Click on Notifications to setup the email rules.
From the trigger criteria list, click on Risk assessment trigger.
From the recipients list, click on RO, and upon that click, SRO will be disabled.
After that, relevant template can be selected and configure the email rule for RO.
Same way, another rule can be configured for SRO.
How does it work?
Once above configurations are done, recipients will be able to receive the email with the bulk risks that are assigned to them.
Figure 1.8: Email received for RO
Figure 1.9: Email received by SRO
2. Introducing the new multi-select Hierarchy tree filter to the Standard Risk Heatmap Report |
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This modification introduces a new multi-select Hierarchy tree filter to replace the existing cascading Hierarchy filter within the filter page of the Standard Risk Heatmap Report. This filter enables cross-filtering capabilities, allowing you to select multiple Hierarchy nodes and filter across Hierarchy structures simultaneously.
How does this work?
When two or more Hierarchy nodes are selected from the same Hierarchy structure, a union (OR) of all selected nodes will be applied. This means the report will capture all Risks linked to any of the selected Hierarchy Nodes.
When Hierarchy nodes from more than one Hierarchy structure are selected, an intersection (AND) will be applied, displaying data common to all the selected Hierarchy nodes.
To filter based solely on the selected Hierarchy node without rollup, you can do so by ticking the ‘Show Risks of Selected Hierarchy Nodes Only’ checkbox.
Note:
This modification will be available within your Demo environments on 18th October 2024.
By default, all nodes will be 'unticked', meaning the report will run for the 'Show all' scenario. Consequently, all records will be retrieved for the report regardless of their Hierarchy linkage, subject to other applied filters and user permissions.
Any Hierarchy filters added to any existing filter templates of the report would be removed, with the replacement of the cascading Hierarchy filter with the new multi select Hierarchy filter.
3. Introducing the Risk Type filter to the Control Summary Report |
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This modification introduces a new ‘Risk Type’ filter to the filter page of the Standard Control Summary Report, which allows you to filter the Risk Controls within the Child Control Grid of the Report.
How does this work?
The new ‘Risk Type’ dropdown filter would be displayed next to the existing ‘Control’ filter. This filter would be a multi select dropdown list that lists down the different Risk Types configured within your environment.
The ‘Risk Type’ filter would work in pare with the existing ‘Show Child Controls’ filter.
If the ‘Show Child Controls’ checkbox is ticked, and the required Risk Type filtrations are applied;
The Report would filter out the Risk Controls within the Child Controls grid, based on the selected Risk Type
The Parent Control would not be captured within the report if it does not have any Child Risk Controls based on the applied Risk Type filtrations.
If the ‘Show Child Controls’ checkbox is unticked and the required Risk Type filtrations are applied, the Report will filter only the Parent Controls related to the selected Risk Type.
If the Risk Type filter is set to ‘Show All’ and ‘Show Child Controls’ checkbox is ticked, all Parent and Child Controls will be displayed, regardless of the Risk Type.
Note:
Other sections of the report, such as Obligation Controls within the Child Controls grid, remain unaffected by the Risk Type filter.
4. Enhancing the Action Summary Report |
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This modification would enhance the Standard Action Summary Report, by introducing new filters and content, along with an additional view of Action Summaries, enabling greater flexibility and deeper insights into your organization's Actions.
Here are some of the features and filters of the report:
Filter Page: To give you a clear understanding of the applied filters when generating the report, a Filter Page will now be visible within the report. The visibility of the Filter Page can be controlled through the ‘Show Filters’ checkbox filter.
Show/Hide Comments: With the aim of providing more flexibility to control the content captured within the report, you can now utilize the new ‘Show Comments’ checkbox filter to enable/disable the visibility of the Comments field of each Action record.
Action Summary by Directorate: A new summary section has been introduced to show the Schedule Status of the Actions for each Directorate within your organization. You will also have the option to control the visibility of this new summary section through the ‘Show Action Summary by Directorate’ filter.
Baseline Start and Baseline End Date: The report will include two new fields in the Timeframe column, enabling you to view the Baseline Start and End Dates of the Action.
How does this work?
In the filter page of the Action Summary Report, you will find three new checkbox filters named ‘Show Filters’, ‘Show Action Summary by Directorate’ and ‘Show Comment’.
By ticking the ‘Show Filters’ checkbox, a new section named ‘Report Filters’ would be captured within the Report. This section will list the applied filters, giving you a clear understanding of the criteria used in generating the report.
By ticking the ‘Show Action Summary by Directorate’ checkbox, a new section named ‘Action Summary by Directorate’ would appear below the Risk Action Details by Schedule and Risk Action Details by Status charts. This section will feature stacked column charts that illustrate the count of Actions categorized by their Schedule status, linked to each Business Unit of the respective Directorates within your organization.
By ticking the ‘Show Comments’ checkbox, you would be able to show or hide the Progress Comments field of each Action.
In addition to the above changes, this enhancement also allows you to capture the Baseline Start Date and End Date fields within the Timeframe column of each Action.
Note:
This modification will be available within your Demo environments on 18th October 2024.
By default, the ‘Show Filters’, ‘Show Action Summary by Directorate’ and ‘Show Comments’ filters would be disabled and not visible in the report.
The label replacements applied within your environment would be applied to the new sections and filters added to the Report.
If the Baseline Start Date and Baseline End Date field is not configured within your environment it would not appear within the Report.
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