Actions

Assessess can be assigned actions to complete to achieve organisational strategy for the review period.

STEP 1: To setup Actions, click the ‘Actions’ tab.

STEP 2: Link actions to the assessment. Actions can be added using either of the below given methods.

Method 1:

By dragging an existing 'Action' from the list on the right to 'Action' table or click the 'Add All' icon if all Actions need to be linked to the assessment.

If there are no actions assigned to the current user from other areas of the CAMMS suite, then no actions are displayed in the Actions List. Untick the ‘Only my Actions’ checkbox if you want to assign Actions from other users.

Method 2:

Actions can be added specifically for evaluation purposes by typing in the action in the text box provided. Provide a key for each action listed. The key should mirror the organisational reporting format.

Enter the expected progress percentage target for all manually entered actions.

Actual figures are entered in the Self-Assessment Phase.

Manually entered items can be edited as well as removed during the Setup phase.

Action details coming through from other areas of the CAMMS suite cannot be edited through this screen. Go to the original Action area to carry out any changes.

STEP 3: Click the ‘Save’ icon to save the data.

If the Assessment is closed without saving, all unsaved information entered would be lost so make sure you SAVE often.

Last revised: November 26, 2017