Setting up area categories with their associated TRACCs allows users who are implementing assessments to have the 'recommended' TRACCs for their areas pre-populated in the Assess page, without having to manually add them. Users can then simply click Start TRACC to start assessing.
The ability to add area categories, and associate these with areas, is role-specific. This is usually managed by users with the below TRACC roles:
- Super Admin
- Master Facilitator (Admin)
- Best Practice Leader
The use of area categories will expand to other areas like reporting and work bundles. For example, the Assessment Maturity report Excel export includes a filter for area categories.
To Manage area categories
Step 1
Since area categories are managed in the Admin section, click Admin.
Step 2
Expand the Admin menu.
Step 3
Click Area Categories.
Step 4
Select your organisation from the 'Organisation' drop-down menu.
Step 5
Click Add Category.
Step 6
Enter the area category name.
Step 7
Click Add Area Category.
Step 8
Navigate to the area category that you added and click on the arrow to view or edit the details.
Step 9
Click the drop-down menu arrow under 'Recommended TRACCs' and select the TRACCs you want to implement in specific areas.
Step 10
Click Save once you have selected the applicable TRACCs.
Step 11
Allocate the area categories to specific areas by clicking the 'Allocated Areas' tab next to the Category Details tab.
The orange flag will indicate the drill-down to areas where categories have already been allocated.
Step 12
Click Save.
Once the area categories have been applied, navigate to the applicable areas in the TRACC Platform. You will see the TRACCs you allocated area categories to in the Assess page. Click Start TRACC to start assessing it.
If you want to add new Assessments that are not part of the recommended TRACCs for the area, click the + icon to the top right of the Assess page, as highlighted in the screenshot above.
The below screen will then appear. Here you can use the toggle to enable the Assessments you want to add to the area. Once the required TRACCs have been selected, click Add TRACCs.