If enabled for your organisation, TRACC consultants and your Best Practice Leaders will be able to assemble customised 'work bundles' to drive focused implementation activities and address performance issues. These bundles typically include TRACC actions across multiple TRACCs and the actions can be sequenced to suit your implementation requirements. Once assigned to work areas, these bundles provide a filtered view of the area's action plan.
Creating, sequencing and assigning work bundles
Step 1
To begin, access your work bundles by selecting the 'Work Bundles' menu item in the Admin Console. If you don't see the work bundles menu item, it means your TRACC Platform role does not permit you to manage work bundles.
Step 2
Click Create Work Bundle to assemble a new work bundle. Enter a bundle Bundle Name, a Description of the bundle, and, if necessary, select your Organisation. Then click Next to proceed to the bundle builder.
Step 3
To build your bundle, first select the TRACC and its associated Stage. The TRACC actions (IA’s or ST’s) are listed. Select the actions which you want to include.
Step 4
Once you’re finished selecting the required actions, click Add. The TRACC actions you’ve selected will be listed on the right of the bundle builder. You can remove any actions from your bundle by clicking the X icon.
Step 5
Continue to build your work bundle by selecting actions from other TRACCs, if needed. Once you’ve assembled all the required actions for your work bundle, click Create.
Step 6
Your bundle will be listed alongside other bundles for your organisation. To sequence and allocate your bundle, open the bundle, and select the Sequence Bundle tab. The actions for your bundle are sequenced by the TRACCs you selected when assembling the bundle. Drag the actions in the sequence you would like them to be implemented. Once you’ve finished sequencing the actions, click Save.
Step 7
Select the Allocate Bundle tab to allocate the bundle to areas. Navigate to the areas where you want the bundle implemented, select the checkbox for the applicable areas and click Save.
Step 8
Once allocated to an area, the work bundle will be applied to the area's plan, filtering and sequencing the existing plan actions accordingly. Any TRACCs not already in your plan will not be included
in the bundle view.