What you need to know
An engagement reads At risk on the Tracker when one of three measures counts one of its properties as a miss: Closings on track, Appeals filed on time, or True-ups billed within six months. The line says the measure's own reason and how many properties are at risk. The milestone the miss sits on says it again, with the measure's name.
Before you start
- Everyone signed in can open the Tracker and every engagement on it.
- The Tracker never decides risk by itself: it shows what the measures say. A dash means no measure covers the engagement's stage yet.
What to do
- In the left menu, under Workspace, select Tracker. To show only the engagements at risk, select the "at risk" count in the sentence under the title.
- Read the line's Risk: At risk, then the reason, for example "An approval not given or not current", and how many properties are at risk, for example "1 of 2 properties".
- Select the arrow at the start of the line. The milestone the miss sits on reads At risk with the measure's name, for example "(Closings on track)". A milestone of each property opens onto each property, to show which one it is.
- Read what the milestone waits on and who is on it. If it reads Nobody on it yet, nobody holds its task yet. Select Open to go to the engagement's Workflow page.
Confirm it worked
- The milestone with the miss shows At risk and the measure's name.
- The engagement's Workflow page shows the milestone's tasks, and who is on each.
If it did not work
- No milestone reads At risk: the miss is about the whole engagement, for example that it is not fully tracked. The line says the reason.
- The line reads Not measured yet: the measure cannot count the case yet, and the reason says what it waits for.
Good to know
What each measure counts is on Department health, for the people who may open it.