What are ad-hoc assessments and when should I use them?

In V7 of the TRACC Platform, Ad-hoc assessments are normal assessments that are specifically not included in any derived assessments. You can use this category for temporary, unofficial, experimental or incomplete assessments.

Conduct the assessment as a normal assessment and then convert it into an ad-hoc assessment by right-clicking the assessment in the Assessment List pane and selecting Convert To Ad-hoc.

The assessment is converted into an ad-hoc assessment and saved in the Assessment List pane. A grey page icon () indicates that it is an ad-hoc assessment.

You can use ad-hoc assessments to update best practice maturity within your organisational area on a daily or weekly basis without consulting the entire implementation team. This feature is purely a tool for visually tracking progress during implementation.

By basing a plan on an ad-hoc assessment, you can update your assessment scores at the same time as the activities in the planner, making it easy to measure your best practice maturity on an ongoing basis. You can measure your progress without having to wait for a formal assessment period or hold formal assessment review meetings.

Because ad-hoc assessments are informal, you do not need to have the entire implementation team in attendance to update them. The team that is directly involved in completing each Stop ‘n Think or Implementation Action can update the assessment from the Planner as soon as the activity is complete. Changes can be made daily, weekly or whenever required.

You can create as many ad-hoc assessments as you like and link them to formal baseline assessments or target assessments to see how far your area has progressed and how much work you need to do to reach your target.

To create an ad-hoc assessment and update it through the Planner, perform the following steps:

Step 1

Make a copy of the most recent formal baseline assessment and convert the copy into an ad-hoc assessment.

Step 2

In the Planner, right-click the plan and select Update. In the Assessment Picker, select the ad-hoc assessment and click the Continue button.

Step 3

The plan shows the same TRACC status for each planner activity as for the original baseline assessment, but now you can change the assessment criteria answers through the plan.

For example, if the process steps for 2IA3 have been marked as 100% complete, you can answer the corresponding criteria by clicking the question mark icon.

Step 4

Provide ‘Yes’ answers to the relevant criteria and close the assessment.

The TRACC status for those activities does not automatically update in the Planner. If you want the plan to show the latest TRACC status, update it again using the same ad-hoc assessment.

Note: Ad-hoc assessments are similar to other assessments in that they are owned by the person who created them. You will need to be logged in as the assessment owner in order to update it.