The TRACC Platform integrates with the TRACC Explorer application and 'Plan Tasks' are process steps assigned to users from the Platform Planner. Once assigned, these tasks will appear in the assignees Plan Task list, in the TRACC Explorer. It is the assignees duty to action the task accordingly.
Note: assignees will receive a weekly reminder email that will trigger every Monday morning for all outstanding tasks.
To complete a Plan Task:
Step 1
Log in to the TRACC Portal and click on the TRACC Explorer tile.
Step 2
Click on the TASKS tab in the top menu.
Tasks can also be accessed via the 'Weekly Task Reminder' email. To do so, you will need to log into the TRACC Portal first, and then click on the task link in the email. This will take you directly to the task that needs to be completed.
Step 3
Select the task you wish to complete and click on Acknowledge task.
Step 4
Click Yes to confirm that you want to proceed with the task.
Note: once a task has been acknowledged, the progress percentage for the associated task (process step) will be at 50% in the Platform Planner.
Step 5
Upload Portfolio of Evidence (PoE) by selecting the file format, and clicking the Upload option. PoE can be uploaded in any of these three formats:
- File(s)
- Comment
- URL
Step 6
Once PoE has uploaded, click Complete task.
Step 7
Click Yes to confirm task completion.
Note: once a task has been completed, the progress percentage for the associated task (process step) will be at 100% in the Platform Planner.
It is also possible to mark a process step as complete in the Planner. Click the Mark as Completed button in the bottom right of the window for the relevant process step. The process step progress will update to 100% and will adjust the action item completion percentage.
You can refer to the following article for more information about how progress percentages are calculated.