Organisation Details – Actions
This section allows you to define the key actions for Project Risks (as part of the Project Risk Register).
STEP 1: Go to Menu > Administration > Actions. All existing actions will appear on the left hand side listing. If you have Camms.Strategy also, the same list of planning actions available and managed via Camms.Strategy will be available from here. Any actions added/updated from either side will be synced with the other side as well.
STEP 2: Select the Business Unit which the project will sit within.
STEP 3: Select a strategy which the project will align to. Note that this is a required step at the moment in order to create a new action.
STEP 4: Click on the New button to define a new action. A strategy must be selected under which a new action can be added.
STEP 5: Enter all of the mandatory fields required and then click on the Save button.
Field | Description/Instruction | Mandatory/Optional |
|---|---|---|
Action | As an Action is a ‘doing thing’, the title should contain a verb to indicate what needs to be done. | Mandatory |
Action Description | Specify the detail description of an action | Optional |
Business Unit | Defaults to the current Business Unit you are in although you may select a different one if required. | Mandatory |
Service Profile | Select a Service Profile. Only the Service Profiles linked to the selected Business Unit will be displayed. | Mandatory |
Responsible Officer | Select from the pre-defined ‘STAFF’ records in the drop down list. The person selected here will be the one that is responsible for the project, however within Camms.Risk there is no updating mechanism for the specific action. Please contact CAMMS if you wish to explore camms- planning solution for the managing and updating of actions. | Mandatory |
Related Issue (SWOT) | Selecting an item from the related operational risks (related Issues) dropdown allows you to associate this project with a risk you identified when identifying your operational risks. | Optional |
Agency | Not Applicable for Camms.Risk standalone. | Optional |
Start Date/End Date | Start Date defaults to the date that you are creating the action on and the End Date defaults to the last day of the financial year. | Mandatory |
Budget Type | Select a budget type. The budget types available can be determined by your organisation. The system default types are Income, Capital, Recurrent, Asset Sale, Internal Cost Allocation, Funded Reserves and Recurrent ‘One Off” items. | Mandatory |
Tick Boxes | Not Applicable for Camms.Risk standalone | Optional |
The new action will appear on the left hand side of the screen and also allows you to create Project Risks now within this action to manage.
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