The rollover process is best undertaken for the following scenarios:
Review of high level plan – Any changes to the high level strategic plan (goals, outcomes, strategies) are best undertaken using the rollover functionality to ensure consistency in reporting.
Archiving of completed actions – Where it is desirable to archive completed actions, the rollover process should be utilised.
The diagram below illustrates the Rollover Conceptual Process:
The Rollover Business Process is undertaken by the System Administrator within the planning side of the solution.
The rollover process involves:
Undertaking an initial copy of current periods data is created at a point in time
This current period is still used to record progress on existing organisational plans
The future year organisational planning will be undertaken in the next period
Final progress reporting in the current planning period is undertaken before the second stage of the rollover occurs
Stage 2 of the rollover will result in locking of the current period information which will become the last period and the next period will become the current period
Stage 2 will also result in the updating of some information from the original current period to the next period e.g. the last progress statement relevant to actions
When should Rollover be undertaken?
In the situation of an organisation reporting using the financial year, it is generally recommended that:
Stage 1 of Rollover is completed in a time-frame consistent with the review of the organisation’s planning process. This will allow sufficient time to conduct business planning for the next financial year
Stage 2 of Rollover is completed at the end of the financial year after all relevant progress reporting has been completed.
Note: Rollover is not compulsory, however with a change in planning it is recommended. There is no implication or right or wrong time to do the rollover completion. I guess the basic view is that essentially it should be in line with the reporting periods, however it doesn’t usually happen June 30 at that exact moment of time.
 |
Refer Rollover Rules section for more information on Collaborative Actions/KPI rollover changes. |
Copyright © 2014-2015 CAMMS Online Help. All rights reserved.
Last revised: September 04, 2018