What it is

Single Plan Assessment (SPA) is a new upgrade in Rico that brings the assessment of plan documents onto a single page.

Previously, rules and provisions were assessed across separate pages for each document. As Rico has scaled to cover more plans, we’ve found:

• Rules often reference provisions (and vice versa), creating unnecessary back-and-forth for users.

• Users often prefer to select provisions during plan assessment steps, and then assess them when incorporating them into reports.

• Assessment functionality added over time (e.g. multiple ways of assessing rules, commenting tools) had become disorganised and clunky.

SPA addresses these issues by:

• Enabling Rico to handle more complex and interconnected plans.

• Streamlining the user experience into a single page, with a consistent approach across rules and provisions.

• Making referencing and commenting more flexible, so assessments can happen naturally as part of report preparation.

Why use it

• All-in-one view: Assess everything on a single page - no more jumping between rules and provisions.

• Improved UX: A cleaner, compact layout makes assessments and comments faster to complete.

• Flexibility and ability to comment added to references:

  • Ability to toggle off and on what types of provisions are shown

  • Ability to hide irrelevant provisions from references for better presentation
  • Ability to add comments against references directly in reports without needing to jump back to Plan Assessment steps.

Roll-out strategy (early opt-in)

• SPA is an update to the existing Plan Assessment functionality and requires a configuration update to enable.

• The change is fully backwards compatible, so no other actions are required on your end.

• Organisations can opt in early by letting us know. Otherwise, customers will be transitioned progressively through our Customer Success channels.

Changes to expect

To see a demonstration on what the SPA looks like in Rico - please have a look at our guidance. 

When SPA is switched on for your organisation, you’ll notice:

Plan assessment outputs

• Outputs now take up less space in reports, addressing feedback about long and repetitive sections.

• Layout has shifted from three columns to two, with activity statuses and rule assessments moved to the right-hand column (above comments).

New interactions

• Rules: Click directly through Complies / Does not comply options.

• Right-click menu: Access additional options (e.g. N/A).

• Comments: Add comments directly into plan assessment reference tables within your workflow - these save automatically to the plan assessment.