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

KPI Register

Framework

• Overview

• Client Details

• Division

• Department

• Agency

• Team

• Staff

• Related Plans

• Priority Criteria

• Governance

• Target Initiatives

• Action Grouping

• KPI Settings

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 

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

• Overview

• User List

  • Manage Users

  • Staff List

    • Manage Users

  • Rollover Securities

    • Next Business Cycle

• Staff Grouping

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

  • Strategy

  • Risk

  • Audit

  • Incident

  • Performance Management

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