Are documents added in the Documents tab visible globally or are they restricted to a specific area?

Any documents uploaded in the Documents tab, whether in the assessment template or attached to an Implementation Action or Stop ‘n Think, are applicable to the area they were added and to its child areas.

To make a document available throughout the entire organization you need to add the document to the root level of the Area Tree. It will then be available to all areas. You will need to belong to the root level in order to do this.

An alternative to Best Practice documents are Portfolio of Evidence (PoE) documents which can be added to both Assessments and Plans. These PoE documents are only available in the area to which they were added and not to any child areas.

Once uploaded, Assessment PoE documents are automatically linked to all assessments of the same TRACC for that specific area, but not to assessments of that TRACC conducted in other areas. Planner PoE documents are specific to the plan for the area in which you added them.

Please refer to the TRACC Platform User Manual for more information on BP and PoE documents.