This article contains:

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 Riskonnect 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 Strategy). 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 Strategy 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 Strategy 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

Appendix: Standard Strategy Datasets

1. Overview

2. Common datasets

3. Action Datasets