Appendix: Standard Strategy Datasets

1. Overview

Fields available through each dataset are indicated below. Please note that specific fields/datasets can be hidden from your user role based on configurations made by your Administrator.

  • Common datasets

  • Action datasets

  • Task datasets

  • KPI datasets

2. Common datasets 

Planning_SystemPeriod_STND 

This dataset links to every dataset that has data spanning multiple periods across every CAMMS product. 

Field Name

Notes

Field Name

Notes

SYSTEMPERIODID 

Unique identifier – not usually displayed in reports.

System Period 

System (rollover related) period e.g. 15/16, 16/17, 17/18 (labels entered by users in cammsstrategy).
Useful to ensure you are only viewing data from a specific system period – not usually displayed in reports but necessary for filtering. 

System Period Type

Useful for identifying the current and next system period easily while in the middle of rollover – not usually displayed in reports
Options: N/A, Current, Next.

Planning_PlanningHierarchy_STND

Provides all information related to the standard planning hierarchy in cammsstrategy including Goal, Outcome and Strategy.

Field Name

Notes

Field Name

Notes

GOALID

Unique identifier for Goals – not usually displayed in reports.

GPOS

Goal Position Reference number e.g. 1,2,3.

Goal Title

Single line text.

Goal Detail

Multiline text.

OPOS

Outcome Position Reference number e.g. 1,2,3.

OUTCOMEID

Unique identifier for Outcomes – not usually displayed in reports.

Outcome Title

Single line text.

Outcome Detail

Multiline text.

Outcome Target

Multiline text.

SPOS

Strategy Position Reference number 1,2,3.

STRATEGYID

Unique identifier for Strategies – not usually displayed in reports.

Strategy Title

Single line text.

Strategy Detail

Multiline text.

Priority Criteria

Single value from Priority Criteria.

Strategy Responsible Officer

Single value from Staff.

Primary Agency

Single value from Agency.

Governance

Single value from Governance.

Target Initiative

Single value from Target Initiative.

SYSTEMPERIODID

Enables joining this dataset with System Period dataset to filter by system period.

Strategy Description

Description of the Strategy.

Secondary Agency

Secondary Agency Name.

Responsible Person

Responsible Person.

Priority Criteria

Priority Criteria.

Primary Agency 

Primary Agency.

Planning_OrgHierarchy_STND

Provides all information related to the standard organisational hierarchy in cammsstrategy including Directorate, Business Unit and Service.

Field Name

Notes

Field Name

Notes

ORGID

Unique identifier for this hierarchy – not usually displayed in reports.

Organisation Name

Holds a single value ‘Organisation’
Allows getting KPIs linked to this level.

DIRECTORATEID

Unique identifier for Directorates – not usually displayed in reports.

Directorate Name

Single line text.

Directorate Mission

Multiline text.

Directorate Responsible Officer

Single value from Staff.

BUSINESSUNITID

Unique identifier for Business Units – not usually displayed in reports.

Business Unit Name

Single line text.

Business Unit Mission

Multiline text.

Business Unit Responsible Officer

Single value from Staff.

SERVICEID

Unique identifier for Services – not usually displayed in reports.

Service Name

Single line text.

Service Group

Single value from Service Profile Grouping.

Service Responsible Officer

Single value from Staff.

Service Description

Multiline text.

Service Output

Multiline text.

Primary Outcome

Single value from Outcomes.

SYSTEMPERIODID

Enables joining this dataset with System Period dataset to filter by system period.

ORGANISATIONID

Unique identifier for this hierarchy – not usually displayed in reports.

Division Responsible Officer

Division Responsible Officer.

Division Name

Division Name.

Division Mission

Division Mission.

Department Name

Department Name.

Department Responsible Officer

Department Responsible Officer.

Department Mission

Department Mission.

Planning_ServiceCurrentApproach_STND

Field name in Insights

Notes

Field name in Insights

Notes

SERVICEID

Enables joining this dataset with the Org hierarchy dataset to get more info about the particular Service.

Current Approach Question

Repeats based on custom questions configured.

Current Approach Answer

Repeats based on answers entered for custom questions above.

SYSTEMPERIODID

Enables joining this dataset with System Period dataset to filter by system period.

Planning_ServiceFutureApproach_STND

Field name in Insights

Notes

Field name in Insights

Notes

SERVICEID

Enables joining this dataset with the Org hierarchy dataset to get more info about the particular Service.

Future Approach Question

Repeats based on custom questions configured.

Future Approach Answer

Repeats based on answers entered for custom questions above.

SYSTEMPERIODID

Enables joining this dataset with System Period dataset to filter by system period.

Planning_ServiActionBudgets_STND

Field name in Insight

Notes

SERVICEID

Enables joining this dataset with the Org hierarchy dataset to get more info about the particular Service.

ACTIONID

Enables joining this dataset with the Action Details dataset to get more info about the particular Action.

Reporting Year

Single selection.

Budget Type

Single selection of cammsstrategy budget types.

Income

Numeric.

Expenditure

Numeric.

Net

Numeric.

SYSTEMPERIODID

Enables joining this dataset with System Period dataset to filter by system period.

Planning_RelatedPlans_STND

Field name

Notes

RELATEDPLANID

Unique identifier for Related Plans – not usually displayed in reports.

Related Plan Name

Single line text.

Related Plan Description

Single line text.

Responsible Person

Single line text.

SYSTEMPERIODID

Enables joining this dataset with System Period dataset to filter by system period.

3. Action Datasets 

Planning_ActionDetails_STND

Field Name

Notes

ACTIONID

Unique identifier for Actions – not usually displayed in reports.

APOS

Position Reference number 1,2,3.

Action Reference

Single line text.

Action Name

Single line text.

Action Description

Multiline text.
Parameterised "Show Action Description ".

Action Start Date

Single date.

Action End Date

Single date.

Action Revised Start Date

Single date.
Parameterised "Show Action Revised Dates".

Action Revised End Date

Single date.
Parameterised "Show Action Revised Dates".

Action Completion Date

Single selection of date.

Action Responsible Officer

Single value from Staff.

Related Issue (SWOT)

Single value from SWOT issues.

Agency

Single value from Agencies.

Linked Action Filters

Comma separated list of all Action filters ticked for this action.

Linked Related Plans

Comma separated list of all Related Plans ticked for this action.

Budget Type

Single value from Budget types.

Last Changed Date

Date/Time when action record last changed (different to Last Updated).

Last Changed By

Name of staff who did last change.

Latitude

Single line text.

Longitude

Single line text.

Risk

Single value from High, Medium, Low etc.
Parameterised – this field is only activated for organisations that don’t use cammsrisk.

Current Action Status

Single Action status value.

Current Action % Complete

Single Action % complete value.

Current Action Progress Traffic Light

Single Action traffic light.

Current Action Progress Comment

Single Action comment.

SERVICEID

Used to get information of the Service this action is linked to from Planning_OrgHierarchy_STND.

STRATEGYID

Used to get information of the Strategy this action is linked to from Planning_PlanningHierarchy_STND.

PROJECTID

Used to get information of the Project this action is linked to from Project_ProjectRegister_STND.

SYSTEMPERIODID

Enables joining this dataset with System Period dataset to filter by system period.

Total Net Budget

Total Net Budget.

Total Income

Total Income.

Total Expenditure 

Total Expenditure.

Planning_ActionProgress_STND

Field name in Insights

Name

ACTIONID

Unique identifier for Actions – not usually displayed in reports.

Reporting Year

e.g. 17/18.

Reporting Year Period

e.g. Monthly: December 2017, Quarterly: Jan-Mar 2017 Given to filter progress info for relevant period.

Sort Date

Used to sort reporting year periods logically – when using this, ensure that you select the correct format to display e.g. Year, Quarter, Month etc based on how your values are captured.
For Action Progress, this is usually Monthly or Quarterly.

Action % Complete

% Complete for the respective period.

Action Progress Status

Status for the respective period.
(e.g. Not Started, Ongoing, In Progress, Completed, Deferred).

Action Progress Target

Target for the respective period.

Action Progress Performance Value

Calculated performance value for the respective period.

Action Progress Traffic Light

Traffic Light value for the respective period.
(e.g. On Track, Off track etc).

Action Progress Comment

Progress comment for the respective period.

Last Updated Date

Date/Time when progress data last updated (different to Last Change).

Date To

A date parameter to define up to when you wish to see progress information for.

Progress Traffic Light

Traffic Light value for the respective period
(e.g. On Track, Off track etc).

Progress Target

Target for the respective period.

Progress Status

Status for the respective period.
(e.g. Not Started, Ongoing, In Progress, Completed, Deferred).

Progress Performance Value

Calculated performance value for the respective period.

Progress Comment

Progress comment for the respective period.

Action Name

Name of the Action.

% Complete

Percentage Complete for the respective period.

Planning_ActionBudgetByPeriod_STND

This dataset offers access to all action budget values by period. It cannot however show YTD values. A separate dataset is provided to view YTD Budget values.

Field name in insights

Notes

Field name in insights

Notes

ACTIONID

Unique identifier for Actions – not usually displayed in reports.

Reporting Year

e.g. 17/18.

Reporting Year Period

e.g. Monthly: December 2017, Quarterly: Jan-Mar 2017 Given to filter info for relevant period.

Sort Date

Used to sort reporting year periods logically – when using this, ensure that you select the correct format to display e.g. Year, Quarter, Month etc based on how your values are captured.

For Action Budgets, this is usually Monthly or Quarterly.

Type

Single value from Income, Expenditure, Net.

Type Sort

Used to sort types in Income, Expenditure, Net order.

Original Budget

Numeric.

Opening Balance

Numeric.

Budget

Numeric.

Period Actual

Numeric.
Parameterised ‘Enable Task Budgeting’.

Period Budget

Numeric.
Parameterised 'Enable Task Budgeting'.

Period Budget Performance Value

Calculated value.
Parameterised ‘Enable Task Budgeting’.

Period Budget Performance Traffic Light

Single selection from: On Track, Off track etc.
Parameterised 'Enable Task Budgeting'.

Period Variance

Numeric.
Parameterised ‘Enable Task Budgeting’.

Action Name

Single line text.

Reporting Year

e.g. 17/18.

Period Variance

Numeric.
Parameterised ‘Enable Task Budgeting’.

YTD Actual

Numeric.

YTD Budget

Numeric.

YTD Variance

Numeric.

Date To

A date parameter to define the YTD.

Type Order

Used to sort types in Income, Expenditure, Net order.

Planning_ActionBudgetYTD_STND

Field name in Insights

Notes

Field name in Insights

Notes

ACTIONID

Unique identifier for Actions – not usually displayed in reports.

Action Name

Single line text.

Reporting Year

e.g. 17/18.

Reporting Year Period

e.g. Monthly: December 2017, Quarterly: Jan-Mar 2017 Given to filter info for relevant period.

Sort Date

Used to sort reporting year periods logically – when using this, ensure that you select the correct format to display e.g. Year, Quarter, Month etc based on how your values are captured.
For Action Budgets, this is usually Monthly or Quarterly.

Type

Single value from Income, Expenditure, Net.

Type Sort

Used to sort types in Income, Expenditure, Net order.

Original Budge

Numeric.

Opening Balance

Numeric.

Period Actual

Numeric.
Parameterised ‘Enable Task Budgeting’.

Period Budget

Numeric.
Parameterised ‘Enable Task Budgeting’.

Period Variance

Numeric.
Parameterised ‘Enable Task Budgeting'.

Period Budget Performance Value

Calculated value.
Parameterised 'Enable Task Budgeting'.

Period Budget Performance Traffic Light

Single selection from: On Track, Off track etc.
Parameterised ‘Enable Task Budgeting’.

YTD Actual

Numeric.

YTD Budget

Numeric.

YTD Variance

Numeric.

Type Order

Used to sort types in Income, Expenditure, Net order.

Performance

Performance.

DATETO 

Date To.

Planning_ActionCustomFields_STND

Field name in Insights

Notes

Field name in Insights

Notes

ACTIONID

Unique identifier for Actions – not usually displayed in reports.

<Action Custom Field Name>

Shows the value of the respective custom field for this Action.

Budget Updates

Budget Updates.

SYSTEMPERIODID 

Enables joining this dataset with System Period dataset to filter by system period.

Planning_ActionFilters_STND

Field name in Insights

Notes

Field name in Insights

Notes

ACTIONID

Unique identifier for Actions – not usually displayed in reports.

< Custom Action Filter Name>

Shows the value of the respective filter/tick box for this Action.

Note: Action Filters are displayed as comma-separated values within Planning_ActionDetails_STND. However, if you wish to filter actions for a specific tickbox or tickboxes, you should use this dataset in conjunction with Planning_ActionDetails_STND.

Planning_ActionLinks_STND

Field name in Insights

Notes

Field name in Insights

Notes

ACTIONID

Unique identifier for Actions – not usually displayed in reports.

TASKID

Used to get information of tasks belonging to this action from Planning_TaskDetails_STND.

RISKID

Used to get information of risks for this action from Risk_RiskDetails_STND.

RELATEDPLANID

Used to get information of related plans linked to this action from Planning_RelatedPlans_STND.

KPIID

Used to get information of KPIs linked to this action from Planning_KPIDetails_STND.

HIERARCHYNODEID

Unique identifier for Hierarchy Nodes – not usually displayed in reports.

HIERARCHYLEVELID

Unique identifier for Hierarchy Levels – not usually displayed in reports.

HIERARCHYID

Unique identifier for Hierarchy – not usually displayed in reports.

ACTIONGROUPINGID 

Unique identifier for Action Grouping – not usually displayed in reports.

4. Task Datasets

Planning_TaskDetails_STND

Field in Insights

Notes

TASKID

Unique identifier for Tasks – not usually displayed in reports.

PARENTTASKID

Unique identifier for Parent Tasks – not usually displayed in reports.

Task Name

Multiline text.

Task Responsible Person

Single value from Staff.

Task Start Date

Single date.

Task End Date

Single date.

Task Revised Start Date

Single date.

Task Revised End Date

Single date.

Task Completion Date

Single date.

Task Duration

Numeric.

Task Milestone Comment

Multiline text.

Task Weightage

Numeric.

Task Linked Related Plans

Comma separated list of all Related Plans ticked for this task.

Current Task Progress Comment

Single Task comment.

Current Task Progress Status

Single Task status.

Current Task % Complete

Single Task % Complete.

PROJECTID

Used to get information of the Project this task is linked to from Project_ProjectDetails_STND.

Task Responsible Officer

Task Responsible Officer.

ACTIONID 

Unique identifier for Actions – not usually displayed in reports.

Planning_TaskLinks_STND

Field name in Insights

Notes

Field name in Insights

Notes

TASKID

Unique identifier for Tasks – not usually displayed in reports.

RISKID

Used to get information of risks for this action from Risk_RiskDetails_STND.

RELATEDPLANID

Used to get information of related plans linked to this action from Planning_RelatedPlans_STND.

PROJECTID 

Unique identifier for Projects – not usually displayed in reports.

5. KPI Datasets

Planning_KPIDetails_STND

Provides nearly all information from the KPI Details tab in cammsstrategy. For Custom Fields and Filter tick boxes refer the KPI_CustomFields dataset and KPI_Filters dataset respectively.

Field name in Insights

Notes

Field name in Insights