Actions – Details
STEP 1: Go to Menu > Planning > Planning > Delivery Program / Operational Plan > Action or select Action from the side toolbar.
STEP 2: To insert a new Action, first select a Strategy from the drop-down list and then click on new icon.
STEP 3: The following information should be specified in the 'Details' tab.
Field | Description/Instruction | Mandatory/Optional |
|---|---|---|
Action | WHAT – Clearly describes the Action title. As an Action is a ‘doing thing’, the title should contain a verb to indicate what needs to be done. | Mandatory |
Action Description | Specify a detailed description of an action. | Optional |
Department | The default setting is set to the current Department you are in although you may select a different one. | Mandatory |
Services | Allows to select Services. Only the services delivered by the selected Department will be displayed. | Mandatory |
Responsible Officer | WHO – Allows to select from the predefined ‘STAFF’ records in the drop-down list. The person selected here will be the one that is responsible for ensuring that the required Action is undertaken. He or she will also be required to update progress on the action. Note: If a responsible person is inactive, an inactive suffix will appear next to the staff name. | Mandatory |
Related Issue (SWOT) | Allows you to associate the Action with an issue you identified when conducting the SWOT analysis for the relevant Business Unit. | Optional |
Agency | Allows you to associate an external stakeholder with this Action – these entities are defined by your System Administrator within the Framework area. You can now link an Action to multiple Agencies. Please contact CAMMS Helpdesk to have this feature enabled for your environment. | Optional |
Tag | Allows you to add tags to the action. Tags must be configured from the ‘Tag Configuration’ area (Strategy Navigation> Administration> Configuration> Tag Configuration) by the administrator in order to add tags here. Note: ‘Enable tags to Actions, Tasks and KPIs’ setting should be enabled to view tags here. | Optional |
Start Date/End Date | WHEN – Allows to enter realistic dates in the format DD/MM/YY. Default setting of Start Date is set to the date that you are creating the Action on and the Default setting of End Date is set to the last day of the financial year. Entering unrealistic dates may set you up for failure! | Mandatory |
Revised Start Date/End Date | These are optional custom fields, giving the user the ability to track any changes to the start and completion dates of actions. For example, if an action is ahead of schedule or behind schedule, you can revise these dates while still keeping the original dates. Contact CAMMS if you wish to have these fields enabled. Note: these fields can also be customised to be locked down as 'baseline dates'. Please contact CAMMS if you would like to use these as baselines as opposed to revised dates. | Optional |
Budget Type | Allows to select a budget type. Reports such as the business plan report and corporate plan report can then summarise organisational financials based on budget type. The budget types available can be determined by your organisation. The default budget types are Income, Capital, Recurrent, Asset Sale, Internal Cost Allocation, Funded Reserves and Recurrent ‘One Off” items. | Mandatory |
STEP 4: Select the Resolution checkbox and enter a reference if the Action has come about because of a specific Resolution.
The remaining checkboxes you see at the bottom of the page have been defined by your organisation at the Scoping Day along with the list of Budget types. It is possible to have up to 10 different checkboxes. They provide the ability to filter Actions for various reports.
Your administrator can also create additional custom fields for this screen via the Configuration area so your view may not be the same as depicted.
STEP 5: Click Save to save details. Once saved, the remaining tabs will become active.
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