OnTrack Overview

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by C.W. Holeman III
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Please visit the Advanced Tools page in The Drop for pricing details, or talk to your CX Rep. 


Introduction

OnTrack is a location-based Checklist and Action item collaboration tool, enabling users to  track, communicate, and collaborate in the successful fulfillment of compliance, safety, and quality control requirements.

Locations

OnTrack is a primarily location-based collaborative tool. Administrators create checklists and schedule required and non-required fulfillments at specific times and in specific locations. OnTrack users collaborate to fulfill checklists, as well as create and resolve Action items based on their shared locations.

Checklists

Note: These are not Observation Checklists, which are an unrelated feature in the Wisetail LMS.

A checklist is a set questions meant to be answered by OnTrack users. Administrators provide the instruction, organization, and management of checklist questions. OnTrack users provide the organization and collaboration to answer the questions as scheduled.

Actions

Actions are free-form “to-dos” utilized by OnTrack users to track, communicate and collaborate in the resolution of issues. Action items may be related to, and contribute to the successful fulfillment of, a specific checklist, checklist question, or neither.

 

The Application

Checklist Tab

The Checklist tab of OnTrack is the interface by which users access, review, and fulfill checklists.

Reference Images

OnTrack now allows you to embed reference images from your Wisetail media library into your
checklists.

     When configuring your checklists in Admin > Checklists > My Checklists > New/Edit Checklists,
     when you open the nav-menu next to any checklist question, you’ll now see the option to Attache
     Media > Images > From Library.

Screen Shot 2022-11-29 at 3.21.21 PM.png

         This brings up the ‘Select Image from LMS Content Media’ modal window.

Screen Shot 2022-11-29 at 3.22.40 PM.png

     Once media has been selected, it’ll show just below the checklist question to which it was attached.

Screen Shot 2022-11-29 at 3.23.38 PM.png

 

Actions Tab

The Action tab in OnTrack is a location-based collaborative interface allowing end-users to to access, review, and fulfill action items, as well as create new ones for fulfillment.

Action Types

Corrective Actions - During the process of checklist fulfillment, when a Yes/No or Pass/Fail question is answered in the negative, a Corrective Action may be created and will persist  attached to the originating question, for the same checklist type and location, until resolved. Corrective actions may be accessed and resolved from the originating checklist type as well as from the Actions tab.

Checklist Actions - During the process of checklist fulfillment, a Checklist Action may be created and will persist attached to the originating checklist, for the same checklist type and location, until resolved. Checklist actions may be accessed and fulfilled from the originating checklist type as well as from the Actions tab.

History Tab

This tab a history of actions within Checklists.

Tagging Users

You can tag a user on a checklist item to help keep track of which people are are handling which tasks throughout the day. Only one user can be tagged on any given checklist.

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Checklist Administration

Permissions

End-users of OnTrack are only ever able to access checklists which they are permissioned to access This, for now, does not extend to Actions (only the checklist links), the admin tool, scheduling. If no rules are defined for a checklist all users may access the corresponding checklists, assuming they may also access the corresponding location.

 

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