(2) Extend the
functionality of the "Active" status of a Project.
The Active
box of a Project has always been required to be ticked
for a Project to be displayed in the default Improvement
Project directory. If the Active box is not ticked
then the Project will not be displayed in the default
Project directory. This non-Active status has now been
extended so that if a Project is not ticked then
irrespective of the setting of the Notify function, no
emails or action reminders will be generated for any Project
Actions within the Project. This functionality allows a
Project to be set up in the non-Active state with no emails
or action reminders generated during the setup, and then
when the Project Manager is ready to "activate" the project
then the Active box is ticked. When a new project is
created, the Active box default is un-ticked, i.e. not
active.
(3)
Introduce the "Notify" function to a Project Action.
A "Notify"
function has now been introduced for a Project Action. When
the Notify check-box is ticked then an Email and Action
Reminder are generated to the person responsible for the
Project Action whenever the "Date Due" or "Person
Responsible" changes, of if the Notify box status
changes to "ticked" in an Active Project. If the Notify
check-box is not ticked, then no emails or action
reminders are generated to the person responsible. The
Project Manager can change the Notify status to either ON or
Off, but the person responsible for the specific Project
Action can only on turn this ON
(not Off).
(4) A Knowledge TAB has been added to a Project.
All
Improvement Projects are always linked to one or more DNA
Operational Actions that the project has been created to
address. However the Knowledge that is associated with these
DNA Operational Actions was not visibly displayed or
accessible from within the actual Improvement Project. An
Improvement Project has therefore been enhanced by the
addition of a Knowledge TAB which when selected displays a
directory list of all the Knowledge associated with the DNA
Actions to which the Improvement Project is addressing.
(5) Simplify the Add Project Action function.
An "Add New
Project Action" button has been added to the Project Action
screen header that allows the immediate adding of a new
Project Action
in one step. A new Project Action can still be added using
the "New" button that is available in the page header
buttons when any active Project Action is open.
(6) Automate new
Project Action Sequencing.
It is no
longer necessary to enter a new sequence number when adding
a new Project Action. The "+" sign that shows in the
sequence field indicates that no data entry is required and
that this field will be "auto sequenced". Together with this
enhancement the "Action Order" field has now become
mandatory. The "Sequence" field no longer has any function
in the ordering of Project Action sequencing, the order of
Project Actions is now completely determined by the "Action
Order" field.
(7) Change Project Action direction buttons to function
on Order #
not on Sequence #.
With the
introduction of the "Action Order" field, the [<<]; [<];
[>]; and [>>] buttons in the application page header now
advance the displayed Project Action in the order determined
by the "Action Order" field not the "Sequence" field as was
previously the case.
(8) Allow Improvement
Projects to be visible to all Operational
Actions that they are addressing.
An Improvement Project can be set up to address multiple DNA
Operational Actions (i.e. Level-3 Actions). Similarly there
can be multiple Improvement Projects that may address a
single Operational Action. Because of this flexibility the
Project TAB within each Level-3 Operational Action now
displays all of the Improvement Projects that have
been subsequently linked to the Operational Action, not just
the primary project that was previously the case..
(9) An online Report
Generation and Scheduling system has been
added to AMS
This is a major upgrade to the system.
In this Release 1.4 Online Report Generation has been added
to Define Strategies, Improvement Audits, and Improvement
Projects. A [G] button has been added to each of these AMS
pages that activates the report generation screen. To
generate a report in PDF format (the default format) then
simply click on the [S] button (if you want the
report generated within the existing AMS Application
window), or click on the [O] button (if you want the
report presented in a separate browser window). The separate
window can be useful if you wish to continue using AMS
whilst retaining access to the report that you generated.
Included with this Reporting system is a "report scheduling"
capability that is provided to the Systems Administrator to
allow the creation, automatic generation, and email dispatch
of customised reports to selected groups of personnel. For
example, a special report can now be created for the CEO or
selected Management that is automatically generated by the
AMS system on a specific time or day and then emailed to
that person or group of persons. These special reports are
generated by the system and are not accessible by standard
users, however they are additionally accessible by the
Systems Administrator for ad-hoc generation if necessary. Ad
Hoc reports can be generated on request (for a small fee) by
The Management Practice and integrated into any client's
AMS.
(10) Include DNA
Action-ID reference on Job 5x5 Action Summary.
An additional column has been added to the Job 5x5 Display
screen to make the process of creating a subordinate's Job
5x5 easier. This small addition makes it simpler to create
the cascading of DNA Operational Actions down to Job
Actions and makes it easier to link the subordinate's Job Action back
to the most correct DNA Operational Action.
(11) Main Menu
Re-organisation
The AMS Main Menu items have been re-organised in a minor
way so that all organisation-wide Search functionality is
now consolidated within the "Improving Business" menu
folder.