Self-Assessment Validation Action Plan Integration v.2.8.13 Tessa Grubb 19 UNCLASSIFIED // FOUO
Tessa B. Grubb / Tessa.b.grubb.ctr@mail.mil Slide 2 of 20 Agenda Agenda: Self-assessment overview Requirements for each tab Create a new Action Plan Connect an existing Action Plan to a category Update an Action Plan Disconnect an Action Plan Close an Action Plan Submit the validation
Tessa B. Grubb / Tessa.b.grubb.ctr@mail.mil Slide 3 of 20 Overview Self-assessments 7 day time limit Dashboard (NCM, SL, PSG) shows self-assessment status and links to validation
Validation Screen Tessa B. Grubb / Tessa.b.grubb.ctr@mail.mil Slide 4 of 20
Tessa B. Grubb / Tessa.b.grubb.ctr@mail.mil Slide 5 of 20 Requirements On each tab, the validator will see a green check in the tab header when the required actions have been completed To meet the requirements for each tab, the validator must: 1. Concur, or leaving validator comments 2. Create or update Action Plans for any Amber or Red category
Tessa B. Grubb / Tessa.b.grubb.ctr@mail.mil Slide 6 of 20 Review and Concur Review Soldier assessment, priority and comments Concur (check the box) or Non-concur (no check) Add Validator Comments Required for non-concurrence
Action Plan Section Tessa B. Grubb / Tessa.b.grubb.ctr@mail.mil Slide 7 of 20
Tessa B. Grubb / Tessa.b.grubb.ctr@mail.mil Slide 8 of 20 New Action Plan Click New Complete all fields and Save Note You must Save the plan!
Connect Existing Plan Tessa B. Grubb / Tessa.b.grubb.ctr@mail.mil Slide 9 of 20 Locate an active Action Plan Use the right arrow to connect the plan to the active category
Tessa B. Grubb / Tessa.b.grubb.ctr@mail.mil Slide 10 of 20 Update Plan
Tessa B. Grubb / Tessa.b.grubb.ctr@mail.mil Slide 11 of 20 Update Plan Green check = required actions complete
Update Target Date Tessa B. Grubb / Tessa.b.grubb.ctr@mail.mil Slide 12 of 20 If the Target Date is passed, the field will highlight Select a new Target Date using the date picker to update the plan
Disconnect Plan Tessa B. Grubb / Tessa.b.grubb.ctr@mail.mil Slide 13 of 20 Select the plan to disconnect Use the left arrow to remove the plan from the Connected box Enter a reason for removing the plan from the category Click OK
Tessa B. Grubb / Tessa.b.grubb.ctr@mail.mil Slide 14 of 20 Close Plan Disconnect the plan from all self-assessment categories Highlight the plan Use the View Plan link to open the Action Plan
Tessa B. Grubb / Tessa.b.grubb.ctr@mail.mil Slide 15 of 20 Close Plan Select Edit from the Action Plan Details tab Update the status to Completed and Save
Tessa B. Grubb / Tessa.b.grubb.ctr@mail.mil Slide 16 of 20 Additional Plan Actions The following actions can be completed within the Action Plan using the View Plan link: Assign Action Plan to another facilitator Change the Description (title) Update the Plan Details Add attachments to the Action Plan Edit or Delete Log notes (within 24 hours) Add or manage Tasks
Tessa B. Grubb / Tessa.b.grubb.ctr@mail.mil Slide 17 of 20 Submit Validation Requirements Soldier Participation selected Green checks in all categories Select the Review Tab and review the self-assessment Click Submit
Submit Validation Tessa B. Grubb / Tessa.b.grubb.ctr@mail.mil Slide 18 of 20 If something is missing from the required actions, a warning message will display Correct all deficiencies and submit again
Tessa B. Grubb / Tessa.b.grubb.ctr@mail.mil Slide 19 of 20 Questions?
Tessa B. Grubb / Tessa.b.grubb.ctr@mail.mil Slide 20 of 20 AWCTS Support WTU Local Support WTU - CTP Management Analyst AWCTS WTU URL https://awcts.csd.disa.mil/wtu AWCTS Support Team Hours: Monday - Friday 0700-1900 (ET) Help Center: https://awcts.zendesk.com Email: support@awcts.zendesk.com Phone: (855) 813-8867 AWCTS YouTube Channel : https://www.youtube.com/channel/ucgdjdyizmzkcyx0s5_ NjhEw