This article takes you on a quick introductory tour of the V8 TRACC Platform Plan tab. The Plan tab in the V8 TRACC Platform is where you will review and update the plan for the selected area. This tab displays the actions for all the TRACCs being implemented by the selected area.
The screen shot below highlights the key features.
- Plan tab: click here to access the Plan
- TRACC filter: use this to toggle TRACCs on/off in the Activity Plan to easily focus on a selected TRACC
- Plan filter: plans can be filtered using the following options:
Assessment Status:
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- Required - these are actions where at least one associated criterion is not answered as ‘Yes’
- Not Required - these are actions where ALL the associated criterion are answered as 'Yes'
- All - all the actions regardless of the assessment status
Plan Status:
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- Unassigned - plan actions that have not yet been assigned a responsible person
- Assigned - plan actions that have been assigned a responsible person
- In Progress - actions that have been accepted
- Completed - actions that have been completed
- N/A - actions marked as not applicable
Start and Target Date: Filter for action based on start and target dates
Completion Date: Search for all actions completed within the selected period
Person Responsible: Search for actions assigned to a person responsible for completing it
4. Plan Export: export the Activity Plan to an Excel sheet
5. TRACC Maturity Legend: easily view the maturity of the various Assessment types.
6. Action card: the action card summarizes the status of each action including progress %, responsible person, due date and comments and evidence uploaded to that action or associated criteria.
For more detailed information you can expand the card details by clicking on the arrow.