Our latest release introduces a range of improvements to how work bundles operate, several fixes for the Planner as well as CCi Academy enhancements.
Fixes
CCi Academy: Module and user filters in the Report page
The User and Module filters in the Report page have been improved and now enable easier multi-select of users and modules for trainers wanting to confirm completion status for specific users.
Document list export
The Document List export previously included incorrect identifiers for the TRACC Stage and Criterion numbers. These have now been replaced with the correct stage and criteria numbers.
In addition, we have included a Standard Type column, where you can filter by standards that your organisation has uploaded.
Comments and evidence
The Save as Comment and Save as Evidence buttons are now aligned with the relevant tabs. The tab will also activate depending on whether you added Comments or Evidence.
Radar chart download
We've fixed a previous issue with exporting the Radar Chart to Excel. You can download the Radar Chart via the Charts menu in the Assessment page.
Plan updates
Planner: Overdue status
When expanding an action to open the detailed action view, we've included the Overdue status for overdue actions.
Planner: Returning to the Plan page
When expanding a plan action item and returning to the plan page, your most recently accessed action and its associated TRACC will be listed at the top of the TRACC list.
Planner: Start and target dates
We've updated the Start Date and Target Date fields in the action item detail view. You can now only select dates from the current date onwards and can no longer select dates in the past. Adjusting start and target dates for the process steps will also alert you to automatically adjust the overall Target Date for the action item.
Work bundles
Work Bundles: Assessment export to Excel
When you have a work bundle applied in the Assessor, you can now export the filtered criteria to Excel. This will only include the TRACCs and their associated criteria in the work bundle.
The work bundle assessment export includes the overall bundle progress % and bundle maturity. All TRACCs associated with the work bundle are exported, including those that are not yet assessed or set as recommended TRACCs for the area. For any TRACCs not yet assessed, the export will not include any responses to the associated TRACC criteria.
Work Bundles: Verification for specific TRACCs indicated with TRACC code
When completing work bundle assessments, each TRACC within the work bundle needs to be verified in order to update the individual practice maturity. We now indicate that you are verifying a specific practice by including the practice code on the Verify button.
Work Bundles: Maturity and progress now based on Verified responses
When responding to assessment criteria within a work bundle assessment, the bundle maturity and the overall progress will update once you verify the TRACC you are assessing. Previously the maturity and overall progress was based on the unofficial ad-hoc responses.
Work Bundles: Work Bundle selector available for all work bundles
When selecting a work bundle via the Settings menu, you can select from the work bundles allocated to your area, as well as any other work bundle set up for your organisation. Selecting a work bundle provides a filtered view of the existing or recommended assessments, and the plan for verified assessments in your area.