TRACC Platform V8
Articles relating to version 8 of the TRACC Platform
General
- What does TRACC stand for?
- What is the TRACC Platform's function?
- TRACC Platform Navigation
- Quick Tour of the TRACC Platform Dashboard
- What are the key changes to be aware of when upgrading from TRACC Platform V7 to V8?
- What factors should be considered when designing the TRACC Area Tree?
Access and Settings
- How do I access the TRACC Platform?
- How do I reset my password in the V8 TRACC Platform?
- How do I use the Platform on a mobile device?
- What TRACC data can I access outside of my assigned areas?
- What does an organisation have access to when TRACCs are enabled at certain Stages?
- Supported Browsers
Assess
- Quick Tour of the Assess Tab
- How do I start an assessment?
- What do the assessment theme and stage navigation icons indicate?
- Why can't I create a new assessment for a TRACC I am already assessing?
- How do I verify an assessment?
- What happens when more than one user verifies an assessment on the same day?
Assessment Process
- Assessment vs Audit
- Assessment Process Overview
- TRACC Stages
- Assessment preparation
- Assessment participants
- Assessment duration
Plan
- Quick Tour of the Plan Tab
- How do I create or update a Plan?
- How are the progress percentages calculated in the TRACC Planner?
- How do the practice maturity targets link to the planner?
- Action is marked as complete but shows as a required action.
- Why are some actions missing from the Activity Plan?
Tasks
- Quick Tour of the Tasks Tab
- How do I search for tasks?
- How do I acknowledge assigned tasks?
- Where do I access my assigned tasks?
- What happens once I have accepted a task?
- What happens when I decline a task?
Documents
Scheduler
- How do I find training material in the TRACC Platform?
- Why can't I access training material?
- How do I schedule training?
- What do I need to do to prepare for a Blended Learning workshop?
- How do I end a workshop in V8?
- How do I cancel a workshop in V8?
Administration
- What are Structural and Licensed Entities?
- How do I add a V8 TRACC Platform user?
- How do I search for a user in the V8 Admin Console?
- What are the different TRACC Platform role permissions and their functions?
- How do I add an area to the Area Tree?
- How do I order areas?
Reporting
- What types of reports can I access in the TRACC Platform?
- What are the different types of reporting exports?
- How do I export reports?
- What information does the V8 PowerBI report provide?
- Understanding the Maturity Explorer Report
- Why is there a mismatch between the maturity in the Maturity Explorer and the actual assessment?
Reader
Work Bundles
- What are Work Bundles?
- How do I create Work Bundles in the TRACC Platform?
- How do I allocate Work Bundles to areas?
- How do I sequence Work Bundles actions?
- How are Work Bundles applied in the Assessor?
- How are Work Bundles applied in the planner?