The Related Plans area allows the linkage of actions to the internal and external plans normally found in an organisation (e.g. Human Resource Plan, Occupational Health and Safety Plan, Risk Management Plan etc). This facilitates reporting against these plans.
The Related Plans area includes the ability to denote the name, responsible officer and a description of the plan. It also includes functionality to upload an electronic copy of the plan from file or a link to a web page, which can be viewed from the action, task and KPI forms.
To define Related Plans follow the steps below.
STEP 1: Go to Framework > Related Plans
STEP 2: Click the Plus icon next to Related Plans heading.
STEP 3: Enter a name for the plan, a description and select a Responsible Person.
STEP 4: Click 'Browse' to upload an electronic copy of the plan from your computer.
STEP 5: Click SAVE, then the hyperlink will appear. If you want to change it, simply type in a new hyperlink and click SAVE, and the new hyperlink will replace the previous one.
STEP 6: To associate a URL to the plan, type in the hyperlink field and then click SAVE for the hyperlink to appear.
STEP 7: If your organisation uses TRIM functionality, you may link documents in your TRIM by entering the TRIM number of the specific document.
|
|
The Related Plan to be uploaded must be:
|
Use the EDIT or DELETE buttons to modify or delete a record respectively. You can also search for existing Related Plans by entering keywords in 'Search' text-box and if you want to edit a Related Plan details, click on the 'Pencil' icon next to its name to edit details.
Copyright © 2014-2015 CAMMS Online Help. All rights reserved.
Last revised: November 26, 2017
