Table of Contents

Introduction & Logging In
- Welcome
- Key Benefits
- Key Functionalities
- Logging In
- Forgot Password
Home Page and Navigation
- Home Page
- Welcome Panel
- Header Panel
- Mega Menu Navigation
- Side Navigation
- Common Icons
My Quick Update
- Overview
- My Quick Update
- My Actions
  - Grid View
  - Progress Threshold
  - Kanban View
- My Tasks
  - Task Progress Update
- My KPIs
  - KPI Progress Update
  - KPI trend to be based on Actual value
- My Risks
  - Risk Assessment
- My Risk Actions
  - Risk Action Progress Update
- My Risk Controls
- My Audit Recommendations
- My Projects
- Project Task
  - Project Approvals
My Workspace
- My Performance
- My Key Indicators
- My Key Actions
  - Key Action Views
My Reports
Executive Intelligence System (EIS)
- Executive Intelligence System (Overview) | Security
  - Overview Tab
  - Alerts Settings
  - Action Thresholds
  - System Alerts
- EIS Controls
  - Period View Control
  - Hierarchy Tree Structure
  - Filter
  - Grouping and Sorting
  - Exporting to Excel
- EIS Action Tab
- EIS Budget Tab
- EIS KPIs Tab
- EIS Scorecards Tab
- EIS Risks Tab
Executive Portal
- Sign off Rules
My Settings
- Change Password
- Settings
  - Quick Update Settings
    - Items per grid in Quick Update
  - Quick Update Section
- EIS Area Settings
  - Action Exception
  - Budget Exception
  - KPI Exception
- Homepage Landing Page Settings
  - KPI Graph
  - Quick Update Section
  - Favorite Reports
  - Personal Discussion Groups
  - Create a new Personal Discussion Group
  - Modify an Existing Personal Discussion Group
Strategy Map
- Tiles
  - Node's Type and Name
- View Details
- Strategy Map Configurations
- Action Performance
- KPI Performance
Favourites
Framework
- Overview
- Client Details
- Division
- Department
- Agency
- Team
- Staff
- Related Plans
- Priority Criteria
- Governance
- Target Initiatives
- Action Grouping
Planning
- Community Strategic Plan
  - Overview
  - Navigation Pad
  - Vision | Mission
  - Core Values
  - Environmental Analysis
    - Linking a Solution
  - Goals
  - Outcomes
  - Strategy
    - 'Move To' dropdown
- Delivery Program / Operational Plan
  - Overview
  - Business Unit Overview
  - Core Values
  - Service Profiles
  - SWOT
  - Actions
    - Overview
    - Details
    - Progress
    - Risk
    - Related Plans
    - Budget
    - Documents
    - Task Planning
    - Task Creation
    - Task Details
      - Make Task Completion Date Mandatory
    - Task Ordering
      - Related Plans
      - Links
      - Task Document
      - Action Grouping
  - Weight and Priorities
  - KPIs
- Service Delivery
  - Overview
  - Service Profile Grouping
  - Service Profile
  - Current Approach
  - Future Approach
  - Action Budget
- Performance Management – KPIs
  - Overview
  - Creating a KPI
    - Examples of Lead Lag Input Output Outcome Measures
  - Linking KPIs
  - Targets/Actuals
  - Setting up Targets
  - KPI Graphs
  - Links Tab
  - Types of KPI
    - Trend KPIs
    - LGPRF Solution
    - Reporting
    - Rollup KPIs
    - Creating Rollup KPIs
    - Target and Actuals
    - Trend KPIs
    - Creating Trend KPIs
    - Calculated KPIs
      - Creating Calculated KPIs
    - Target and Actuals
- Performance Management – Scorecards
  - Overview
  - Creating a Scorecard
  - Linking Scorecards
  - Comments
    - View
    - Scorecard Calculation Example
  - KPI Performance Calculations
Custom Hierarchies
- Overview
- Custom Hierarchy Security Matrix
- Hierarchy Configuration
  - Hierarchy Tab
  - Adding a New Hierarchy
  - Editing Existing Hierarchy
  - Hierarchy Level Tab
- Hierarchy
- Linking to Actions
  - Action Menu
- Linking Hierarchy Nodes
- Hierarchy Navigation Pad
Reports
- Community Strategic Plan
  - Overview
    - Reporting Selection Criteria
    - Export
  - Community Strategic Planning
    - Strategies by Target Initiatives
    - Strategic Plan Report
    - Strategies by Responsible Person Report
    - Strategies by Committee Report
- Delivery Program / Operational Plan
  - Corporate Reporting
  - Corporate Plan Report
  - Division Report
  - Business Reporting
    - Business Plan Report
  - Council Plan
  - Progress Reporting
    - Action and Task Progress Report
    - Action Progress by Business Unit and Responsible Officer
  - Council Plan Progress Report
  - Premium Action and Task Progress Report
    - Benefits
  - Quarterly Progress Report
  - Quarterly Progress Report by Business Unit
  - Risk Report
  - 3 Year Corporate Progress Report
    - Annual Business Progress Report
  - Annual Report
  - Action Filter Report
  - Action Grouping Progress Report
  - Business Unit Actions Progress vs Op. Plan
  - Quarterly City Plan
  - Specialist Plan Progress Report
  - Action Reporting
    - Actions by committees
  - Actions by Target Initiatives
- Service Delivery
  - 3 Year Service Profile Report
  - 3 Year Service Profile Actuals Report
  - Actions by Service Profile Report
  - Global Service Profile Actual Report
  - Global Service Profile Report
  - Management Plan by Business Unit Report
  - Management Plan Report
- Executive Reporting
  - Overview
  - CEO’s Report
  - Board Scorecard Report
  - Corporate Business Plan Report
  - Executive Report
  - Corporate Business Plan Progress Report
  - Performance Report
  - Premium Executive Report
- Administration
  - Action List Report
  - User Overview Report
  - Organisation View
  - Staff List
  - Organisational List
  - Organisational Reports (Favourites)

Prerequisites
Tools – Executive Build
- Overview
- Creating an Executive Report
- Adding Executive Actions
- Editing Action Comments
- Adding Executive KPIs
- Adding Executive Scorecards
- Adding Executive Comments
- Executive Portal
  - To Update Commentary
  - To Update Actions, KPIs and Scorecards
  - Sign off Rules
Tools – Financial Interface
- Overview
- Import Account Data
- Map Account to Service Profile
- Map Accounts to Actions
- Import to Camms.Strategy
Tools – Quick Search
- Overview
- Quick Action Search
- Quick Action Update
- Quick Executive Update
- Quick Task Search
- Quick Task Update
- Quick KPI Search
  - Quick KPI Update
Tools – Rollover
- Rollover Overview
  - What is Rollover?
  - When should Rollover be undertaken?
- Rollover Start (Stage 1)
  - During Rollover/ In between Rollover
  - Whilst you are in between rollover as we say (after stage 1 and before stage 2)
  - Rollback Rollover
- Rollover Complete (Stage 2)
- Archive Periods
- Performance Management Section
- Important Rollover Business Rules
- People & Performance
- Implication for other products
Users
Role Management
- Creating User Roles and Assigning to Staff
  - Creating a User Role
  - Assigning User Roles to Staff
  - Assigning Multiple Product Permissions to User Roles
  - Replication of User Roles
- SYCLE Mode – Flexible Hierarchy Menu Items
- Risk Standalone Mode – Flexible Hierarchy Menu Items
- Hierarchy Filters
- Functionality of Hierarchy Trees within EIS and Analysis Areas
- Hierarchy Linkages
  - Link to the Organisation Hierarchy
  - Linking Risks to the Custom Organisation Hierarchy using Links tab
  - Display of Linked Organisation Levels/Nodes
  - Linking Actions to the Hierarchy
- Enhanced Security Permissions
  - Camms.Strategy
  - Camms.Risk
  - Camms.Risk Audit
  - Camms.Risk Incident
Email Notifications
- Overview
- Email Notifications
  - Adding a new email notification
    - Generic Email Notification
    - Action Email Notification
    - Task Email Notification
    - KPI Email Notification
  - Editing an existing email notification Editing the 'Starting on' date for emails
  - Deleting an existing email notification
  - Activating/Deactivating an email notification
- Email Templates
  - Adding an Email Template
  - Editing an existing email template
  - Deleting an existing email template
- Email Notification Log
Data Export
Configuration
- Overview
- SWOT Type
- Action Progress Targets
- Financial Performance
- Report Uploader Setup
- Reports
  - Report Uploader – Overview
  - Adding a new report
  - Adding a Crystal Report
  - Adding a Microsoft SRS report
  - Database Diagrams
  - Adding Parameters
  - Adding Parameters to Crystal Reports
  - Creating a new parameter
  - Previewing the Report
  - Existing Report
  - Editing a standard report
  - Editing a custom report
- Spell Checker Dictionary
- Custom Fields
- Action Progress Threshold
- EIS Settings
- Navigation Pad Settings
- Executive Comment Type
- Budget Threshold
- KPI Quick Update Settings
- Quick Update Grid Settings
- Replicate KPI Targets
- Strategy Map Configuration
- Tag Configuration
Action List
Settings
- Overview
- Show System Period Pane
- Enable System Period Permission Boost
- Make current system period default
- Executive Comments Tracking
  - Adding Executive Comments
- Enable Trend data to be displayed in EIS
- Reverse income budget
- KPI trend to be based on Actual value
- Business Rules
- Display Opening Balance in Action Budget
- Approve Corporate Plan
- Action Permission Boost
- Filter Graphs in EIS and My Performance
- Disable Creating Planning Elements
- Enable Front Page KPI By Reporting Officer
- Enable user to enter targets against Action
- Revised date
- Enable Confidentiality for Action and KPI
- Action Ref
- Change Action Numbering
- Hide Completed Actions
- Allow Planning External links
- Make next system period default for external links
- Hide Add New Button In Quick Navigation Menu
- Maximum sub task level
- Hide milestone comments and stage
- Configure Quick Update Hyperlinks
- Display "Period" based traffic lights in My
- Quick Update KPI
- Display Individual Periods
- Display Last Closed Period in My Quick Update Actions
- Display Last Closed Period in My Quick Update KPI
- Document Management
- Enable Account Data Delete Button
- Enable annual target label in KPI Target/ Actual page
- Enable Home Page Grid On Demand Load
- Hide Related Issues (SWOT)
- Make Task Completion Date Mandatory
- Render Navigation Pad As a List
- Restrict Adding Actions Into Executive Reports
- Enable tags to Actions, Tasks and KPIs
- Enable tags to KPI Targets / Actuals
- Limit Decimal Places in Budget
- Planning Settings
GIS Administration
- Default Location
- Setup Shapefiles
Reassign Staff Responsibilities
- View Responsibilities
- Reassign Responsibil]ities
Integration between the Products
FAQs
Troubleshooting
Support

Camms.Support Documentation

Camms.Strategy User Guide

Analytics

Table of Contents

Table of Contents

Related content