Actions – Task Ordering
This article contains: |
1. Overview |
The following rules apply to the task sorting within the task grid.
Tasks are ordered in the following order:
Task Start Date (Ascending), then.
Ordered by Task Title (Alphabetical).
Note: If the action is linked to a Camms.Project® Project, and that particular project already has tasks, then the tasks will appear in the order as they appear within the task planning object/schedule within cammsproject®.
This ordering applies to all sub-tasks as well.
2. Related Plans |
Related plans are any internal and external plans normally found in an organisation such as the Human Resources Plan, Occupational Health and Safety Plan, Risk Management Plan and others.
You can link a task with an existing plan in the same way you linked an action with them.
3. Task Document |
You can add documents and URL to the relevant task through the Documents tab. This tab functions similar to the Documents tab under Actions. Please refer to the Action documents section in order to understand how the options can be used to add documents and URLs to the tasks.
4. Action Grouping |
Action grouping is a tree type hierarchy of groups that provides you with greater flexibility for grouping of actions according to different categories or hierarchies.
Your System Administrator manages these groupings via the Framework > Action Grouping area.
STEP 1: To allocate an action to a group, click the Action Grouping tab.
STEP 2: You can expand the action grouping tree which is on the left side of the action grouping tab and Select the Action Group that needs to be linked to this action by ticking the checkbox. Multiple selections can be made.
If you want to associate this Action with another Action Group, remember to save the current selection before you navigate to the next.
Any Actions linked to Action Groupings will appear when you run an Action Groupings Report for a particular grouping.STEP 3: Click the Save button to save details.
The following rules will apply to access within the Action Grouping and Action areas:
Action Groupings can only be added, edited and deleted by the Strategic Planner or Administrator.
Linkages to Action Grouping can be made either by the Action’s Responsible Person, Business Unit Manager, Business Planner, Strategic Planner or Administrator.
Actions can be linked at all levels of the Action Grouping tree except at the topmost level (i.e.; there is no linkage tick box for ‘Performance Excellence’ above).
Actions can be linked to one or many Action Groups.
5. Links |
You can link actions to;
Custom Hierarchies (Contact CAMMS if you wish to have this functionality enabled).
Existing projects or new projects.
Other 'links' which will be identified if or when trying to delete actions, which are not shown within the links tab are:
Action Filter - Action Details Tick boxes.
Action Groupings - Action Groupings tab.
5.1 Linking Custom Hierarchy Nodes
STEP 1: Click Add and a new popup window will open, from which you can select a hierarchy.
STEP 2: Select the hierarchy you want to link the action to from the Hierarchy drop-down list. The hierarchy will be populated below the drop-down list. You may need to expand the hierarchy up to the node that you wish to link.
STEP 3: Click on the hierarchy node that you wish to link and click Select. The hierarchy link will be displayed in the list.
Note: An Action can only be linked to the lowest level of the hierarchy. Hierarchy levels are defined by your Administrator within Custom Hierarchies > Hierarchy Configuration.
5.2 Linking a new project within the Integration Project Manager (Camms.Project®)
STEP 1: Click the New Project button to link the selected action to project.
STEP 2: Specify the following to create a new project.
Field | Description/Instruction | Mandatory/Optional |
|---|---|---|
Project Ref | Displays the project code. | Mandatory |
Project Title | Displays the title of the project. This can be modified. | Mandatory |
Short Title | Displays the short title of the project. | Mandatory |
Description | Displays the project description. | - |
Project Type | Allows to select the project type from the drop-down list. The project types defined in Project Management are listed here. | Mandatory |
5.3 Linking an existing project
STEP 1: Click the Existing Project button to link the selected action to an existing project.
STEP 2: Select the ‘Project’ from the drop-down list. The projects that are created within Project Management will be listed.
Once you save the information, selected action will be linked to a project.
5.4 Deleting Items
It is possible for users with a high security level to delete information throughout the system. Warning messages appear will to confirm whether you want to delete or not. A deletion is irreversible with no undo option.
Before deleting a record from the system you should make sure that you are aware of its linkages throughout the system. Some items cannot be deleted unless the linkages have been removed. Warnings will appear identifying that the record you are trying to delete is linked.
If you are unable to find the linkage of the item you are trying to delete, please contact CAMMS to run scripts through back end to help find these for you, as the system can be very integrated and finding links is not always a quick or easy process.
5.4.1 Deletion of Actions
All users who have the security to delete actions will also have the ability to view what the action is actually linked to. The linkages have been developed to be displayed in the message which pops up telling them that it is linked to something.
Administrators will have the option to click OK or Cancel which gives them the ability to delete the action even though it has links throughout system.
If a standard user tries to delete an action they will receive the pop up below:
If an administrator tried to delete an action they will receive the pop up below:
The following are the list of all possible links to actions:
Action Filter - [Action tick box links]
Action Grouping Links - [Action grouping tab - tick box links]
Action Related Plans - [Action related plans tab - tick box link]
Executive Report Action - [Executive build report link]
Rollup KPI -[KPI links]
Action Budget - [Action budget tab - budget linked]
Action Funding - [Financial Integration link]
Risk Links - [Operational, Strategic, Project Risk links]