In the TRACC Platform, your administrator assigns you access to a ‘home’ (default) area and can also assign additional roles in other areas of your organisation.
When you access the Platform, you will automatically view the details of your home area. To see if you have any other assigned areas, click on your profile icon (top-right) and then click 'View Profile'.
The 'Work Details' section shows your Home Area, and the 'Role' section lists all the assigned roles in each area you are assigned to.
When you switch to areas that you are not assigned to, you can still review the assessments as well as comments and evidence added to those areas.
Note: You will only be able to view assessments for TRACCs that your home area is subscribed to. For example, if your home area is only subscribed to Leading and Managing Change (LMC), and other areas have LMC and Teamwork TRACC subscriptions, you will only be able to see the LMC assessments in the other areas you navigate to. If all areas have the same subscriptions, you will be able to see all assessments in other areas.
When switching to an area where you don't have an assigned role, only the 'Assess' menu item will be accessible. Selecting the dashboard will take you back to your assigned home area.
In your home (default) area and any areas where your Administrator has set up a role for you, you will be able to view all assessments, plans, documents and learning data (based on your role permissions).
Access to the following data is restricted when you navigate to any area where you don't have an assigned role:
- Dashboard – users will not be able to view a dashboard in any area where they don't have an assigned role.
- Plan – users will not be able to view the plan for areas outside of their assigned areas.
- Tasks – users are only able to view tasks (plan actions) assigned to them when in an assigned area.
- Training - users can only view training when in an assigned area, if they have the role permission that allows access to the training scheduler. You can only view training modules under My Workshops if you have been added to the training as a participant or if you are the trainer for a specific training module. Users will not be able to see any training scheduled or completed if they have not been added as a participant or if they are not the trainer.
- Reporting –users will not be able to access reports when outside of their assigned area.
- Reader – users can only access the Reader when in their home area, which will grant access to those TRACCs your home area is subscribed to.
- eLearning Cogs – Users will need to be in their home area in order to access the Cogs. They cannot view Cog subscriptions outside their area.
Note: You won’t be able to access the Documents menu when outside of your assigned areas. When you are in an assigned area, you can still filter by other (unassigned) areas to view evidence or best practice documents uploaded there.