00:03: Today I'll be giving you a quick tour of single plane assessment SBA

00:08: for short SBA brings all the plan provisions and

00:12: rules. You need onto one page on the screen.

00:15: You can see an example of a typical document structure using the all-in-one

00:20: view.

00:22: In this example, we're going to look at some of objectives.

00:26: Click on the heading to expand and read what sits beneath it.

00:35: Notice the small drop down arrows these indicate where more content

00:39: is available.

00:42: Where something is relevant you simply click the box to include it in your

00:46: assessment, I'll add this objective now.

00:52: You can repeat the same steps to include further objectives in

00:56: your assessment.

00:58: Begin typing within a text field to leave a comment.

01:02: Comments can be used to add notes or feedback related to your

01:06: assessments.

01:08: You can repeat the steps above to include further provisions

01:12: the same pattern applies to policies assessment criteria matters

01:16: or information requirements. You can simply expand review and

01:21: click to include as needed.

01:25: You can also select an entire group at the heading level that's

01:29: if everything under that heading is relevant.

01:33: Now let's assess a rule section.

01:38: Activity statuses display on the right of the screen

01:43: You can simply click on the activity status to include it in

01:47: your assessment.

01:49: SBA shows any linked rules that an Sid beneath the

01:53: activity so you can assess them in context?

01:57: For each role a single click marks complies

02:03: A second click Marks non-compliance and a third

02:07: click will clear the assessment.

02:11: You can also right click the same area to bring up a list of

02:15: additional options.

02:18: Like in the provisions assessment you can leave comments you

02:22: can leave comments at both the activity level and the individual role

02:26: level to capture reasoning or notes.

02:31: In Rico we reflect notes that are in a plan notes

02:36: are identified by the striped background and are for your information only.

02:42: When you say blue cheeks it indicates that there is a reference.

02:46: Here is an example of a reference sitting within a note.

02:51: Within Rico when you see blue text that indicates a

02:55: plan reference here is an example of a reference setting within a

02:59: note if you click on the blue text a pop- out will appear with

03:03: the option to jump directly to the linked requirements, and

03:08: that is where you can make your assessment.

03:11: The second example shows how reference texts can be built directly

03:15: into your assessment without the need to switch to another plan section if

03:20: I scroll down to the matter section you can find that the matters are now

03:24: highlighted and included in the assessment.

03:28: To recap SBA lets you navigate through

03:32: provisions and rules on one page include the rules and provisions with a

03:36: simple click record comments to support your assessment and follow plan

03:41: references without leaving your assessment. That's spa workflow,

03:45: fast structured and all in one place.

03:47: Thanks for watching.

00:03: Today I'll be giving you a quick tour of single plane assessment SBA

00:08: for short SBA brings all the plan provisions and

00:12: rules. You need onto one page on the screen.

00:15: You can see an example of a typical document structure using the all-in-one

00:20: view.

00:22: In this example, we're going to look at some of objectives.

00:26: Click on the heading to expand and read what sits beneath it.

00:35: Notice the small drop down arrows these indicate where more content

00:39: is available.

00:42: Where something is relevant you simply click the box to include it in your

00:46: assessment, I'll add this objective now.

00:52: You can repeat the same steps to include further objectives in

00:56: your assessment.

00:58: Begin typing within a text field to leave a comment.

01:02: Comments can be used to add notes or feedback related to your

01:06: assessments.

01:08: You can repeat the steps above to include further provisions

01:12: the same pattern applies to policies assessment criteria matters

01:16: or information requirements. You can simply expand review and

01:21: click to include as needed.

01:25: You can also select an entire group at the heading level that's

01:29: if everything under that heading is relevant.

01:33: Now let's assess a rule section.

01:38: Activity statuses display on the right of the screen

01:43: You can simply click on the activity status to include it in

01:47: your assessment.

01:49: SBA shows any linked rules that an Sid beneath the

01:53: activity so you can assess them in context?

01:57: For each role a single click marks complies

02:03: A second click Marks non-compliance and a third

02:07: click will clear the assessment.

02:11: You can also right click the same area to bring up a list of

02:15: additional options.

02:18: Like in the provisions assessment you can leave comments you

02:22: can leave comments at both the activity level and the individual role

02:26: level to capture reasoning or notes.

02:31: In Rico we reflect notes that are in a plan notes

02:36: are identified by the striped background and are for your information only.

02:42: When you say blue cheeks it indicates that there is a reference.

02:46: Here is an example of a reference sitting within a note.

02:51: In this reference, example, if you click on the blue text a pop-up

02:56: will appear with the option to jump directly into the linked requirements.

02:59: This is where you can make your assessment.

03:04: In this second example here the reference text provided can be

03:08: directly included into your assessment. If I scroll down

03:12: to the matter section you can find that the matters are now highlighted and

03:16: are included in your assessment.

03:22: To recap SBA lets you navigate through

03:26: provisions and rules on one page include the rules and provisions with a

03:30: simple click record comments to support your assessment and follow plan

03:34: references without leaving your assessment. That's spa workflow,

03:38: fast structured and all in one place.

03:41: Thanks for watching.