e - TRACC

5.0 –
planner
5.0 – planner updates and sub-actions
UPDATES
-SUB-
ACTIONS
In the Planner, we’ve now included sub-actions for each Implementation Action and Stop ‘n Think. This will help you to get rid of all those
Excel spreadsheets that you have had to use in previous TRACC versions to keep track of the sub-actions.
To view sub-actions for a plan based on Version 4 assessments, you will first need to convert the Version 4 assessments to Version 5 using
the Copy and Convert function and then update the plan by selecting the Version 5 assessments.
When you update the plan, the Assessment Picker lists assessments by TRACC group, i.e. Version 4 assessments are listed separate from
Version 5 assessments. Another new Planner feature is the option to add Portfolio of Evidence (POE) documents to Planner action items.
The Planner view now shows if any documents are attached to an action item. The blue paper clip icon indicates that POE or best practice
documents have been added to an action item, whereas the green paper clip icon indicates that a TRACCkit library document exists.
38