Action Detail

Field

Description/Instruction

Mandatory/Optional

Action

WHAT - Clearly describe the Action title.  An Action is a ‘doing thing’, the title may contain a verb to indicate what needs to be done.

Mandatory

Action Description

Specify the detail description of the Action

Optional

Business Unit

Defaults to the current Business Unit you are in although you may select a different one.

Mandatory

Service Profile

Select a Service Profile.

Only the Service Profiles operated on top of the selected Business Unit will be displayed.

Mandatory

Responsible Officer

WHO - select from the pre-defined ‘STAFF’ records in the dropdown list.  The person selected here will be the one that is responsible for ensuring that the required Action is undertaken, and will also be required to update progress on the same.

Mandatory

Related Issue (SWOT)

Selecting an item from the Related Issue dropdown allows you to associate this Action with an issue you identified when conducting the SWOT analysis for this Business Unit.

Optional

Agency

Allows you to associate an external stakeholder with this Action – these entities are defined by your System Administrator within the Framework area.

You can now link an Action to multiple Agencies. Please contact CAMMS Helpdesk to have this feature enabled for your environment.

Optional

Start Date/End Date

WHEN - enter realistic dates in the format dd/mm/yy. 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. 

Entering unrealistic dates may set you up for failure!

Mandatory

Revised Start Date/End Date

These are optional custom fields, giving the user the ability to track any changes to the start and completion dates of actions. For example, if an action is ahead of schedule or behind schedule you can revise these dates while still keeping the original dates. Contact CAMMS if you wish to have these fields switched on.

NOTE: these fields can also be customised to be locked down as 'baseline dates'. Please contact CAMMS if you would like to use these as baselines as appose to revised dates.

Optional

Budget Type

Select a budget type. Reports such as the Business Plan Report and Corporate Plan Report can then summarise organisational financials based on 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

Action Filters

The remaining check boxes you see at the bottom of the page will have been defined by your organisation at the Scoping Day along with the list of Budget types. It is possible to have up to 10 different check boxes. They provide the ability to filter Actions for various reports.

Please contact CAMMS Helpdesk to have more information on this feature.

Optional

The Confidential check box will only be displayed if this functionality is activated by your System Administrator through the Administration > System Settings area.

Checking this box will make the Action only visible to the Reporting and Responsible Officers, System Administrators or users with the role “Confidential”.