This article contains:

1. Overview

2. Grid View

Title

Each action can be expanded and the title hyperlink will open in a new window by default.

According to the settings configured by your Administrator, the hyperlink will be enabled or disabled. When enabled, it opens the relevant record in a new tab or in a new window.

Discussion Forum 

Each action has a separate discussion forum available for the members to communicate with each other regarding  a particular action.

Email

Clicking on this icon enables you to send an email based on the relevant action’s progress. A popup window will be displayed enabling you to send an email to a staff member within CAMMS or to a separate email address.

Tag

Tags added to the action are indicated below the Action title.

% Complete

Progress bar indicates the percentage completed and the bar will display the following based on the configurations within Administration>Settings>Progress Calculation area.

If the project which is ‘off track’, the bar will become red.

If the project is ‘ongoing’, the bar will become yellow or amber.

 If the project is ‘on track’, the bar will become green.

Progress bar Indicator will be blank(unlit) in  the following instances;

• For Ongoing Actions where the action progress values are unspecified in the system by default.

• Actions for which Target values have not been set.

Progress bar indicator will be based on the period’s performance, i.e.; action YTD actuals against the period target.

Thresholds are set within the Administration area and can be changed to suit organizational requirements by the Administrator. See Action Progress Threshold area for further information.

The default threshold is:

• On Track (>=) 90

• Off track (<) 70

• Monitor (<90 and >= 70) (based on the on track and off track numbers). Less than 90 and greater than or equal to 70.

Target

Target set for the Action is displayed here. This is set to the last closed period by default, unless your Administrator changes it to show the current period. The changes can be made in the Settings page. 

Status

Editable drop down menu which displays the latest status of the relevant action.

Start Date

Allows the user to set the start date as you start the action. Once the date is set, the user will need to go below to the expanded area called ‘Quick Progress’ in order to update the start date.

End Date

Allows the user to set the end date as you start the action. Once the date is set, the user will need to go below to the expanded area called ‘Quick Progress’ in order to update the end date.

Completion Date

When an action is completed, Completion Date field will be enabled. This field is non-editable for incomplete actions.

Your Administrator can make the action completion date mandatory or optional via Menu > Administration > Settings > Make Completion Date Mandatory.

Progress Comments

Latest progress comment is displayed here. You can make updates in the given text box when required.