This section allows you to configure various System Settings within the entire solution. You can manage these system options by accessing, Administration > System Settings.

Please refer to the following section under System Settings to get more information regarding each setting.

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Figure 1.1

Used in Rollover, activating this feature will make the system period pane visible and also allows Authorised users to toggle through the current and next period for the forthcoming business period planning (those with the required security to do so). This setting must be switched on in order to go into the ‘next period’ of the system.

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Figure 2.1

2.1 Enable System Period Permission Boost

Used in Rollover, activating this will enable access to the ‘next period’ for all Users (without having to go through and give them permissions). This is only used if you need all users in your user list to view and access the next period during the rollover.

2.2 Make current system period default

Used in Rollover, this option allows the current period to be the default when the user logs into the system during rollover (when you have both current and next periods are open). This means even if the user logs out of the system within the next period, it will always default to the current period when they login next. If switched off, the system will log into the system period which the user last logged out of.

Used in the Executive Reporting module. The Executive Comments Tracking allows the user s to identify if executive comments are entered for executive reports.

‘Do not show’ means the identity is not shown. You can either select default comments, outcome comments, or budget comments as relevant.

3.1 Setting

The icon shown in the executive build report:

Please see the 'Executive Build" area for more information.

Used in EIS area. This enables trend data to be displayed in EIS with a 'Trend' image for KPIs in EIS (Comparing current period to previous period). There are performance implications if this is enabled (i.e. The EIS KPI section may slow down).

Ticking the Action Budget makes income figures in EIS display negative values.

The NET will still be calculated as expenditure minus income.

This setting would enable the KPI trend arrow to be based on the KPI actual value instead of overall KPI performance.

The direction of the trend arrow will consider the calculation method of a KPI.

        Calculation method = More is better

Calculation method = Less is better

Calculation method = Goalpost

Aggregation method would not be considered for the trend arrow. The values would always be based on period values. Hence, for average and cumulative KPIs, the cumulated or averaged values will not be compared. An example is as given below;

For a more is better, cumulative KPI following actuals are recorded;

Trend arrow for Sept 15 would be based on values; previous period ='12' and current period ='8'. And the arrow would be downwards. Values ‘22’ and ‘30’ would not be considered.

• Above rules will be applied for all KPI types; normal, calculated, trend, or rollup.

• When the trend arrow is based on actual, trend KPI should also display a trend arrow (as opposed to when trend arrow is based on performance).

• For calculated KPIs, calculated actual value that appears within KPI > Target/ actuals page should be considered.

• For upper nodes of rollup KPIs, actuals entered for the lowest nodes would be rolled up and the trend arrow would be based on the rolled up actual values.

Relates to security, this option locks down all business plans (all actions and tasks) so that they are not editable by the managers once the corporate plan has been approved. All fields will be locked except for the progress update fields such as status, percentage complete and progress comment. Strategic planners, business planners and Administrators will still be able to edit the plans.

Relates to security, this allows ALL users to create and edit actions within their business unit, regardless of the security level. It is recommended that you tick this checkbox during the business planning period when users may be required to create or edit actions. Typically, this option is used to help speed up the Inherent entry of data, whilst still maintaining a degree of restricted access as stipulated by the application security settings.

For this to work properly make sure your users are linked to staff members who are in turn linked to an organisational grouping such as business unit or directorate.

Filter EIS, My Performance Action and budget summery graphs.

Solutions identified during the environmental analysis can be linked as a new planning element through the environmental analysis linking area. Ticking the ‘Disable Creating Planning Elements’ option will restrict the user from doing so.

If this box is checked, the Quick KPI Update will show KPIs where the user is the Reporting Officer. If it is not checked the Quick KPI Update will show KPIs where the user is the Reporting Officer or the Responsible Officer.

KPI will show up for the reporting officer of the KPI, via their home page. The KPI will show up automatically also for the Responsible officer of the KPI (as default).

Enabling the option for Action Revised Date allows the user s to enter action targets against action revised dates. It also ensures that users enter tasks only within the action’s revised dates. To use this option, you must have the action revised dates enabled.

Ticking the Confidentiality tick box will allow users to set Actions and KPIs as confidential which in turn, will restrict users without the ‘Confidential’ role from seeing these Actions & KPIs throughout the system.

These will however continue to display in standard reports.

This option enables the Action Reference field within Action details page.

Enter ‘None’ for it not to appear, enter either alphanumeric or numeric depending on if you want numbers or letters to be written in the field. Note that this number does not appear in standard reports.  

This feature renumbers Actions so that they are unique within the whole Organisation, not just unique within their Business Unit.

If the checkbox is unticked, the actions numbering will not be unique for the entire organisation.

Example

Business Unit A actions are numbered - Action 1.1.1.1, Action 1.1.2.1, etc.

Business Unit B actions numbered - Action 1.1.1.1, Action 1.1.2.1

If it is ticked, the numbering will be unique for the entire organisation. i.e. action numbering cannot be duplicated within the organisation. This is for all system periods.

Example

Business Unit A actions are numbered - Action 1.1.1.1, Action 1.1.2.1, etc.

Business Unit B actions numbered - Action 1.1.3.1, Action 1.1.4.1

This feature allows the ‘hide completed’ checkbox to be automatically ticked for everyone within the ‘My Actions’ of the home page. This also makes the tick box checked by default within the Action input area.

Checking this feature will allow external links to be enabled within the database.

For example, you can set up a link on your intranet to log straight into cammsstrategy®^® at a particular area. This will need to be configured and set up by CAMMS IT staff.

Please see CAMMS support for details on the set up.

Used in Rollover, when the user has the external links activated and enabled, you can default the user to go into the next period by checking this box.

This setting will hide the Add (+) button on the top left hand side of the Sycle menu. If the user does not wish to add new actions or KPIs from the side menu, then this setting will provide users the ability to Remove the button.

This setting will enable users to set the maximum sub task level a task can have. This can go up to 10.

This parameter will hide the Milestone Comments text box and stage field in task quick update page.

This setting would allow to configure the behavior of quick update hyperlinks. You may choose to disable the hyperlinks in Quick Update which would disable title hyperlinks in Actions, tasks, KPIs, etc. You can also configure hyperlinks to open the record details page on the same window or a new window/tab.

When ticked, displays the inline traffic light for each KPI on the homepage based on the KPI period performance. If not ticked, it will always display YTD performance.

Display past periods individually for separate configuration in the KPI Quick Update Settings area.

When ticked, ensures that all data displayed via the inline Action quick update functionality is for the last closed period. If not ticked, the data will be applicable to the current period.

For example, if this setting is ticked, and you are within June 2015, then it will display last closed period (May 2015). If you need it to show June 2015 (current period), then un-tick this setting. You can change these settings as often as you like, however it will impact all users home page.

Example below is for when it is ticked, and the user is within June 2015:

When ticked, ensures that all data displayed via the inline KPI quick update functionality is for the last closed period. If not ticked, the data will be applicable to the current period.

For example, if this setting is ticked, and you are within June 2015, then it will display last closed period (May 2015). If you need it to show June 2015 (current period), then un-tick this setting. You can change these settings as often as you like, however it will impact all users home page.

Example below is for when it is not ticked, and the user is within June 2015:

If your organisation is using document management functionality you can configure it here. Provide document management link, document management system domain, Document management system password and document management system user name and click save.

This is only applied if your organisation has purchased this feature.

Used in the financial interface, this activates a Delete button in the Financial Interface > Import Account Data screen allowing users to delete imported accounts.

Enabling this setting will let you see a new 'Annual Target' field in KPIs Targets/Actuals tab, which will show the sum or average of all period targets based on the aggregation method. 

If the aggregation method is,

• Normal – ‘Annual Target' label will show the sum of all period targets.

• Average – 'Annual Target' label will show the average of all period targets.

• Cumulative – 'Annual Target' label will show the sum of all period targets.

Activating this will improve the loading speed of the My Quick Update page by only loading the individual sections after a user clicks the plus icon.

When this setting is inactive, each section is pre-loaded with the Initial page load.

Hides the Related Issue drop-down in the Action Details screen.

When ticked, Actions and Tasks cannot be marked Completed and saved without entering a Completion Date which will be considered mandatory.

It is recommended to switch this on to improve the performance of the Navigation Pad if you are using a lower version of Internet Explorer.

Ticking this would restrict users from adding new actions to executive reports.

Ticking this will enable users to add tags to Actions, Tasks and KPIs. Once this is enabled a new section called ‘Tag Configuration’ will be shown under configuration area to configure tags.

Ticking this will enable users to add tags against KPI periods. Once this is enabled a new section called ‘Tag Configuration’ will be shown under configuration area to configure tags.

Configure the number of decimal places (from a maximum of two to no decimal places) that should be shown in Budget tab of EIS and the budget tab in Actions.

Configure this setting to know the backend mapping codes for each node, which will help when troubleshooting and matching against the source data during an HR integration.

• First, enable the setting ‘View/ Edit Import Key in Organisational and Custom Hierarchies' in order to view/ edit the ‘Import Key’ field within the Organisational and Custom Hierarchy nodes.

• Enter a value between 0 and 2 for this setting, as there are three statuses to configure this setting. The three statuses are detailed below:

  • 0 – Hides the ‘Import Key’ field within Organisational and Custom hierarchy nodes.
    Note: An empty text field will hide the ‘Import Key’ field too.

  • 1 – Ability to view the ‘Import Key’ field within Organisational and Custom hierarchy nodes (Read-only).

  • 2 – Ability to edit the ‘Import Key’ field within Organisational and Custom hierarchy nodes.

• If the Administrator entered ‘0’ for the setting text field or left the field blank, the ‘Import Key’ field is not visible within organisational and custom hierarchy nodes.

• If the Administrator entered ‘1’ for the setting text field, the ‘Import Key’ field within each organisational and custom hierarchy nodes is visible.

  • The ‘Import Key’ field is shown within each organisational (Directorates, Business Units, and Service Profiles) and custom hierarchy nodes.

• A new property called ‘Import Key’ is shown in the ‘Properties Selected’ grid in the ‘Hierarchy Configuration’ area. This can be accessed via Strategy Navigation > Custom Hierarchies > Hierarchy Configuration > Hierarchy Level > Select any hierarchy > Property icon in any hierarchy level. You can change the ‘Position’ and the ‘Label Text’ by editing the property.

• If the Administrator entered ‘2’ in the settings text field, the ‘Import Key’ field within each organisational and custom hierarchy nodes will be editable.

  • The ‘Import Key’ field within each organisational (Directorates, Business Units, and Service Profiles) and custom hierarchy nodes is editable. 

A new property called ‘Import Key’ is shown as the last record of the ‘Properties Selected’ grid within ‘Hierarchy Configuration’ area which can be accessed via Strategy Navigation > Custom Hierarchies > Hierarchy Configuration > Hierarchy Level > Select any hierarchy > Property icon in any hierarchy level. You can change the ‘Position’ and ‘Label Text’ by editing the property.