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Camms is pleased to bring you the Quarterly Product Update Notification for the Camms.Strategy

This quarter we've got exciting enhancements to improve your user experience within the system, which will be available in your Test environment on 13th July 2024 and will be available in your Live environment on 3rd August 2024.

The revamped ‘Action List Report’ consolidates multiple functionalities of different [Unsupported] Action reports to provide you with a complete view of Actions along with their respective Budgets, Risks and Tasks.

Here are some of the features and filters of the report:

• With the aim of improving the flexibility of this new report, you will now be able to configure the content within the report by applying different grouping filters and show/hide filters such as:

  • The ‘Group data using planning structure’ and ‘Group by’ filters, which allow you to group the data captured within the report based on specific criteria like Goals, Outcomes, Strategies, Responsible Officers, and more.

  • The ‘Display Budget’ and ‘Display Tasks’ filters, which provide users with options to show or hide different content within the report.

• The report will also contain filters such as Hierarchy, Date Select, Responsible Officer, Actions Status, and Budget Status to allow you to further filter the actions captured within the report.

How does this work?

• To access the report, navigate to Camms.Strategy > Reports > Corporate Planning > Action Reporting > Action List Report.

• Once you click on the ‘Action List Report’, a new window will appear displaying the Report filters that can be applied before generating the report.

• After applying the necessary filters, you can preview the report by clicking the 'Preview' button.

• Once the Report is generated, the Report preview will display the Action Details, Risks, and Tasks based on the filtrations that were applied.

• If you wish to download the report, you can simply click on the ‘Export drop down menu’ and select the export type.

This enhancement will allow admins to select action and task statuses when configuring general emails for action and task owners.

How does it work?

Administrators can now configure email notifications to ensure that action and task owners receive updates about their actions and tasks, regardless of status, based on the email notification settings.

How to configure?

• When selecting 'General Emails' as the type within Email Notification (Accessed via Main Menu > Administration > Email Notifications > Email Notification > Add > [Select General for Type]), users will see 'Action Responsible Officer' and 'Task Responsible Officer' listed as available recipients.

• When selecting 'Action Responsible Officer,' a multi-select dropdown for Action Status will appear, featuring all action statuses configured in the system. Users should select the action statuses for which action owners will receive email notifications.

• When selecting 'Task Responsible Officer,' a multi-select dropdown for Task Status will appear, featuring all task statuses configured in the system. Users should select the task statuses for which task owners will receive email notifications.

This revamped version of the Strategies Report will consolidate the functionalities of the existing [Unsupported] ‘Strategies By Committee’, ‘Strategies by Key Strategic Challenge’, ‘Strategies by Responsible Person’ and ‘Strategies by Target Initiative’ reports into a comprehensive single report. Through this consolidation, this enhanced report will enable you to capture a list of organizational Strategies grouped under Governance, Responsible Officers, and Target initiatives.

How does this work?

• To access the report, navigate to Camms.Strategy > Reports > Strategic Planning > Strategies Report.

• Once you click on the Strategies Report, a new window will appear displaying the Report filters that can be applied before generating the report. These filters include:

  • Responsible Officer: This filter allows you to filter the Strategies captured within the report, by the Responsible Officer.

  • Group by: This filter enables you to group Strategies captured within the report, by Governance, Responsible Officer, or the Target Initiative.

• After applying the desired filters, you can click the 'Preview' button to preview the report.

• The report preview will display all selected Strategies grouped based on the chosen criteria (Responsible Person, Governance, or Target Initiative).

• To download the report, click on the ‘Export drop down menu’ and select the export type.