Update

In Update area you will be able to view all Collaborative Actions and KPIs.

Please note that Collaborative Tasks will appear under associated Actions.

Select Action or KPI from View drop-down menu.

Once selected, relevant action or KPI list will be displayed as a table. Search/filter area is located under title bar.

For Actions:

Following section describes how to update and filter actions.

Action: Displays names of actions. Type a few key words in the text-box and press 'Enter' key on your keyboard. This will display all matching actions to key-words you entered.

Comment: Displays latest comment regarding a particular action. Add the latest comment and click 'Save'. You can also perform a spell-check before saving.

Status: Action status. Select a status to view all actions with same status. If you select 'All', actions will not get filtered as per status.

Select the relevant status from the drop-down menu and save.

% Complete: Enter percentage completed. This will reflect in Progress column with a green bar.

Completion Date: Action completion date. Click on calendar icon and select a date to view all actions to be completed on the selected date.

Progress: Green bar indicates the percentage completed.

Organisation: Display the name of government/council/agency from which the action is shared.

Click on the Calender icon next to text-box to modify the completion date. Click Save.

Performance: Display a traffic light indicator reflecting performance.

Green: On Track (>=) 90

Amber: Monitor (<90 and >= 70) (based on the on track and off track numbers). Less than 90 and greater than or equal to 70.

Red: Off Track (<) 70

Please note that these values will differ as per organisational requirements. Contact your Administrator for more information.

Chat icon: Notify another member/group regarding a particular action/KPI. Refer Chat Messaging section for more details.

You can use several filter types together to further narrow down search results.

Click on '+' icon next to an action name to expand.

The Detail section provides a summary of a particular action.

You can select 'Add to My Actions' button to add a particular collaborative action to your action list. So the action will be available in Global Collaboration to update (My Quick Update, EIS etc.) However, please note that once you select this option, you will not be able to view and update the particular action within collaboration portal.

However, this option is available if you have purchased full Global Collaboration only. Please contact CAMMS for more information.

Update Progress section allows you to update details of the action.

Do the necessary updates and save. You can also do a spell-check before saving.

If you select 'Append Task Comments' button, progress comments of associated tasks will be displayed within progress text-box.

Resources section allows you to add files and links to online resources which will assist in action completion.

For KPIs:

Following section describes how to update and filter KPIs.

KPI: Displays names of KPIs. Type a few key words in the text-box and press 'Enter' key on your keyboard. This will display all matching KPIs to key-words you entered.

Comment: Displays latest progress comment regarding a particular KPI.

Period: Assessment period for each KPI will be displayed

Target: Target set for a KPI to assess its performance

Actual: The latest Actual value is displayed here

Organisation: Display the name of government/council/agency from which the KPI is shared.

Trend: Trend Arrows displays the trend of the KPI. Trend is determined by comparing the Performance from the current period to the Performance of the previous period.

Note: Trend arrow will not be displayed for Trend KPIs as it has no Target set to calculate performance.

KPI Trend arrow also can be based on the actual value. In order to enable this your system, administrator needs to enable KPI trend to be based on Actual value from the setting are.

Performance: Displays the YTD progress of the KPI. This behaviour can be toggled by your Administrator to display the traffic lights based on the KPI period performance.

Chat icon: Notify another member/group regarding a particular action/KPI. Refer Chat Messaging section for more details

You can use several filter types together to further narrow down search results.

Click on '+' icon next to a KPI name to expand.

The KPI Detail section provides a summary of a particular action.

You can select Add to My KPIs button which would allow you to update the KPI in other Global Collaborations (My Quick Update, EIS areas etc) . Once added, you will not be able to view and update the particular KPI within Collaboration Portal.

However, this option is available if you have purchased full Global Collaboration only. Please contact CAMMS for more information.

Update Progress: Select the correct values for 'Actual' and add 'Comments'. Click Save.

Resources: Add documents or links to online resources which would assist in completing the particular KPI.

Last revised: July 26, 2017