In this lesson you
- Green, amber and red: compliant, review, fix
- Read who has a document, and how far it has come
- Found documents by status, and each step's count
Transcript
Three colors
Reading a document's status. When you open your library, you want to know which documents are finished, and which still need you. Proof answers that for each document with a verdict, and the verdict has a color. Green means compliant. The document passes every check, with nothing left for a person to confirm. Amber means needs review. Nothing has been found wrong, but a person still has to check something. Red means failed. At least one problem is confirmed. Amber isn't a softer red. It means the work is a decision, not a fix. But both stop a document from being certified. So each card leads with the work. Here, it says how many things are left to fix, and how many to review. A card with nothing to fix says only what's left to review, and a green card simply says Compliant.
Who has it
The color tells you what a document needs. The next thing to know is whether someone is already on it. The label beside the work answers that. It can read Unassigned, or You're working on it. It can read Ready for approval, when the work has been handed in and an approver has it. Or it can read Certified. For more, point at a card, and the preview on the right shows how far the document has come. The row of five dots is its journey, from added to certified. The filled dots are the stops it has passed, and the ringed one is where it is now. The words under them name where it stands, and who has it. This one is at Fixes, and it's unassigned.
Finding them
Once you can read one document, you'll want all the documents in the same state. The status filter in the Library groups them. Here, three have failed, and three need review. Two are done, and none are escalated. Done is not the same as compliant. Done means approved, with a certificate you can download. A compliant document that hasn't been approved yet is listed under Processing. Escalated means the document was set aside for help, because fixing it in place wasn't enough.
Inside a document
Inside a document, the same colors tell you where the work is. Each step carries its own count. A red number is something to fix, and an amber number is something to review. A check means the step is done. You can work the steps in any order. Certify is the exception. It stays locked until the steps before it are done, because a fix there can reset its checks.
The WCAG report
Sometimes you need the whole list, rule by rule. For that, choose WCAG Report. This document has one rule to fix, and two to review. Each row is a group of related rules, with its counts. Open one, and every rule shows its status, and the step where it's fixed. The report uses each step's full name, so Machine pass is the Auto step. Some rules carry a grey label. N/A means the rule doesn't apply to this document. This document has none, but you may see Not checked. It means Proof couldn't run that check, so a person has to, and it holds back certification like a review does. To work on a rule, select it, and its own panel opens. Fixing one rule has its own lesson. Now you can tell what any document needs, who has it, and where to find the work.
Recap
That's the end of this lesson.
Maple Ridge Community Health, its documents and its people are fictional, made for these lessons.