This article outlines the purpose of area categories and how they can be applied in the TRACC Admin Console.
Setting up area categories, with their associated TRACCs allow users who are implementing assessments to have the 'recommended' TRACCs for their areas pre-populated in the Assess page. Users are able to assess these TRACCs 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
Click Admin.
Step 2
Click Area Categories.
Step 3
Select your Organisation and Instance (if applicable).
Step 4
Click Add Category.
Step5
Enter the area category name.
Step 6
Click Add Area Category.
Step 7
Navigate to the area category that you added and click on the arrow to view or edit the details.
Step 8
Click the drop-down menu arrow under Recommended TRACCs and select the TRACCs you want to implement in specific areas.
Step 9
Click Save once you have selected the applicable TRACCs.
Step 10
Click the Allocated Areas tab next to the Category Details tab.
Step 11
Allocate the area categories to various areas by checking the appropriate boxes.
Where area categories have already been allocated to an area, it will already have a check mark displayed.
Step 12
Click Save.
Once the area categories have been allocated, navigate to the applicable area/s in the TRACC Platform. You will see the TRACCs you allocated relevant area categories to, in the Assess page.
Click Start TRACC to start assessing it.
If you want to assess a non-recommended TRACC, refer to the following Knowledge Base article: How do I add non recommended Assessments?