The Plan has various filters that can be applied. These filters make it easier for the user to navigate and focus on the Plan/s currently being implemented.
There are three sections in which the Plan can be filtered:
- Toggle TRACCs on and off
- Filter - various options
- Stage filters
1. Toggle TRACCs on and off
This filter allows you to view selected TRACCs only and will hide unchecked options.
2. Filter - various options
Assessment status
- Required: Allows you to view Plan actions that are required. These are actions that still need to be completed, as the related assessment criteria has been marked no or contains a blank response (i.e not marked as yes)
- Not Required: Allows you to view Plan actions that are not required. These are actions where all the related assessment criteria have been marked as yes.
- All: Allows you to view both required and not required actions.
All 'not required' actions will display a green check mark on the action tile.
Note:
Plans are automatically created once an assessment is verified. During the initial assessment, if all criteria that is linked to an action, has been met (answered as Yes), this action will NOT pull through to the Plan. The Plan will only show actions linked to assessment criteria that have been answered as 'No' or have a blank response. If one criteria linked to an action has a 'No' or blank response, the entire action will pull through to the plan.
Plan Status
Allows you to view actions based on the above Plan statuses. The Plan Status will be labelled on each action tile.
Start and Target Date
Allows you to view actions between a specified 'start' and 'target' date range.
Completion Date
Allows you to view actions completed within a particular date range.
Person Responsible
Allows you to view actions assigned to specific users.
3. Stage Filters
Allows you to view actions from selected stage/s.
These filters can be used individually or combined to assist you in viewing only what is necessary.