Working with the Progress Tracker

The Progress Tracker is a widget that is included, by default, on AI Use Case asset pages. It allows you to:

  • Monitor the evolution of your AI use case.
  • View the assessment history for the use case, including the statuses of all assessments.
  • Start an assessment that hasn't yet been started.
  • Add an activity to conduct a new assessment of a specific type.
  • Record and monitor decisions that were made relative to the use case and the evolution of its status.
  • Move the use case to the next stage in its lifecycle.

Tip You can use the layout editor to reposition the Progress Tracker on the asset page, to suit your content layout needs. For more information, go to Tailored asset pages.

When you register a new use case, the four out-of-the-box assessment types that are designed to prompt critical considerations are, by default, automatically added to the Progress Tracker.

No. Element Description

Stage Stepper tabs

Shows the status, or lifecycle stage, of the use case. For example, the default lifecycle is: Ideation, Development, and Monitoring.

Your configuration of the asset status "core path" determines the lifecycle stags that are shown in the Stage Stepper. For complete information, go to Configure the assessment types that are added to the Progress Tracker.

Tip If the use case has been advanced beyond the initial stage, you can click the previous state in the Stage Stepper, to view the assessments that were completed or the decisions that were recorded during that stage in the evolution of the use case. Doing so does not change the status of the use case.

Activities table

The collection of activities that have been added for the use case.

Tip There are two types of activities: assessments and decisions. For complete information on the activity types, go to Adding activities to the Progress Tracker.

  • Status: The status of the assessment or decision. For example: Not Started or Draft. Decision records always have the status Completed; however, you can always edit any decisions that you have added
  • Activity: The assessment template used for the assessment, or the type of decision that was added.
  • Owner: The owner of the assessment, as defined in the Owner field of the Properties sidebar of the assessment. For decisions, the owner is the user who added the decision.
  • Assignees: For assessments, the users or user groups specified in the Assignees field of the Properties sidebar of the assessment. For decisions, there is no assignee.
  • Last Update: The date on which the assessment or decision was last saved.
  • Actions: Click Start to start conducting the assessment.
    Note The Start button is not shown if you don't have a global role that has the Assessments > Conduct Assessments global permission.

Add Activity button

Allows you to add assessments or decision records to the Progress Tracker.

Note You can't independently add decision gates to the Progress Tracker. For complete information on the activity types, go to Adding activities to the Progress Tracker.

Move to <stage> button

Click Move to <stage>, to advance the use case to the next stage.

We recommend that you complete all assessments before advancing to the next stage, but this is not enforced. Any incomplete assessments are carried over to the next stage.