Rollover – Rollover Complete (Stage 2)

 Stage 2 of the rollover involves locking down the current period so that the next period becomes your new current period. The current period (previous period) is locked down and archived.

1. Navigate to Tools > Rollover > Complete to complete the rollover.

2. This is where Stage two of Rollover is conducted and the rollover process is completed.

3. There are 2 steps for the rollover to be completed, both involving copying data from the current period to the next period which both are completely optional.

   1. Update new records created (current period to Next period) OPTIONAL.

   2. Update action and task progress data (current period to next period) OPTIONAL.

• STEP 1: If your users have added information in the current period since completed stage 1 of the rollover process then the following message will be displayed after clicking Rollover>Complete:

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Figure 1.1

1. Click OK ONLY if you want to copy the new records from the current period to the next period. If you do not wish to do this, then click Cancel (CAMMS recommends not to click OK unless you really need to re-copy data from the current period to the next period. This is because it may result in duplication or re-copying information which you have specifically removed in the next period, from current period).

2. Clicking on OK will direct you to an interface where you may select which sections with the new information you would like to copy to the next reporting period. This enables you to copy information entered after completion of the first stage of the rollover process, which was not an initial part of the copy. Once all the data is selected, click Copy data.

3. You may also re-set all actions to Not Started and set date ranges. However, there is no need to do this if you have already done this as part of stage 1. You would only do this if you are re-copying a lot of actions over and would like to make these updates.

4. The system will check if there are any new records in the current period which are not in the next period and re-copy these. Please be careful when doing so, as there might be records in the current period which have been deleted in the next period for a reason which you do not want to re-copy. If you have removed items in the next period which have come over form current period, then it is not recommended to select these areas as they will re-input the deletions.

5. Select the required fields and click Copy Data to proceed with replicating information to the next period, and then process with step 2 below.

• STEP 2: Clicking on Cancel from the initial message will direct you to the final stage of the rollover process without copying any new data. Or once you have done step 1 it will direct you to this final stage as well. However, the final stage will give you the ability to re-copy any ‘update information’ for the records which have been copied over for your actions and tasks. This is also completely optional and you can select any of the progress information as specified below, or none at all.

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Figure 1.2

What will copy if you select these fields?

1. If you do not want any updates to go through from current period to next period, then don’t select any of the boxes and then click Rollover Complete. It will show a warning to ensure you want to proceed and that it cannot be rolled back or reversed. Click OK.

2. The page might take up to 1 min to refresh (please do not navigate away from the page while it is refreshing) and then you will be taken to the home page of your new current period. This means that the previous current period then will be displayed in your archive periods and your next period becomes your current period.

3. If the system does get stuck and just keeps loading and loading. If you close the browser and re-open it, login and it should have completed successfully.

4. Upon completion, the current period is archived and the next period effectively becomes the current period.