FAQs

The Overview page opens by default. Click a maturity level name to open the maturity level view, which lists that level's Deliverables by name. Click a Deliverable name to read what it asks for and to record its status. You can also open a Deliverable by clicking its segment on the carousel. For the model behind maturity levels and domains, see the Healthcare Innovation Cycle.

See: Opening a maturity level | Overview guide page | Healthcare Innovation Cycle

There are three ways. On the Overview page, open a Deliverable, select a value under Status in the Tracking section, and click Save. On the maturity level view, click the status icon beside the Deliverable and select a value. On the Work Package page, click the Deliverable's percent complete bar and select a value in the Status menu. The last two save as soon as you select. On the maturity level view and the Work Package page, you can also click the Deliverable's name to open it and change the status in the editor.

See: Change a Deliverable's status

A Deliverable describes one of the pieces of work required at the intersection of a maturity level and a domain. It is one segment of the carousel. A Work Package groups Deliverables into a unit of work over time, with its own dates, budget, funding fields, and status. A Deliverable belongs to one Work Package at a time. A Work Package often matches one funded phase of work, such as a phase of a grant or a proposal. Its Deliverables can come from one domain, from one maturity level, or from a mix of both.

See: Deliverable guide page | Work Pkgs tab guide page | Healthcare Innovation Cycle

Open the Work Pkgs tab and click Add Work Package. Name, Budget, Start Date, and Duration (Months) are required. Budget can be 0. Add a Responsible Person, and the Funding Organization, Funding Program Name, and Reference Number if they apply. Set its status to Planning, Submitted, or Active. Teams often skip this step. Change it to Completed when the work is done. In the same editor, assign Deliverables: click them on the carousel, or use the grid icon and select them in the table. A Deliverable you select that belongs to another Work Package moves to this one. To change the assignments later, click the gear on the Work Package page. You can also assign a Deliverable in the Deliverable editor, in its Work Package field.

See: Create a Work Package | Assign Deliverables to a Work Package

A Solution Administrator or Solution Mentor can invite new members on the Members page, one at a time, by email address and role. The invitee creates an account and then accepts membership. To add a mentor, ask a Portfolio Administrator or Portfolio Manager.

See: Invite a member to a Solution Site

You can record meetings with mentors, advisors, stakeholders and others. Open the Meetings tab and click Add Meeting Record. Session Name / Topic and Date are required. Rate the session under Impact, from one to five stars, based on how impactful it was overall. Complete as many of the other fields as you can, then click Save Meeting Record. Complete records make the meeting history useful to your team and your mentors, and they are included in the site exports.

See: Create a Meeting Record | Meetings guide page

On the Meeting Records page, click the three-dot icon at the right of the record. Select Export PDF for a single PDF of the record with its attachments appended. Select Download for a ZIP file of the meeting details and its attachments.

See: Export a Meeting Record | Meetings guide page

Use Playback on the Overview page. Click the play button to replay the carousel from the earliest recorded date, or drag the slider to any date in between. Playback uses the dates in each Deliverable's Status History, so back fill earlier work first.

See: Replay the project history | Playback

Open the Work Package page. Its carousel shows only the Deliverables in that Work Package, with two bars below it: percent complete and time elapsed. Click the play button to replay progress from the earliest recorded date, or drag the slider to any date. The carousel and both bars change with the date.

See: Progress against time | Playback | Replay the project history

Open the Deliverable. In the Tracking section, click the clock icon beside Status to open the Status History. Click Add to record a past status with the date and the status that was reached, or change the date of an existing entry. GAITS sorts the entries from earliest to latest. Playback uses these dates.

See: Back fill a Deliverable's status history

Yes. Solution Administrators and mentors add a custom Deliverable from the maturity level view with the Add Requirement link. The software says Requirement where this guide says Deliverable. A custom Deliverable carries a Custom Requirement badge and has no Resources. It belongs to one site and cannot be copied to another.

See: Add a custom Deliverable | Custom Deliverables

Open the Deliverable, select the Not Applicable checkbox below its name, and click Save or Save and Back. The Deliverable is grayed out on the carousel and is left out of percent complete.

See: Not Applicable

Each Deliverable and each Work Package has two file areas, Planning and Tracking. Add files to them in the Deliverable editor or on the Work Package page. The Files tab shows the same files in two system folders. Deliverable Files holds a folder for each Deliverable, and a second folder marked (Planning). Work Package Files holds a folder for each Work Package, with Planning and Tracking inside. You cannot delete these folders or the files in them from the Files tab. Remove a file where it was added.

See: Folders: system and user | Documentation: Planning and Tracking | Files guide page

Use the Files tab. Create your own folders, and upload each file with a description and tags so others can find it with the tag filter. The Files tab also shows the system folders for Deliverable and Work Package files. Evidence for a specific Deliverable belongs in the Tracking area of that Deliverable.

See: Upload files with a description and tags | Create a folder | Files guide page

The Mentor tab is the mentors' workspace. It holds Mentor Resources, with Mentor Files and a Message Board, and a SWOT Analysis with Strengths, Weaknesses, Opportunities, and Threats. Solution Mentors see the tab, as does every Portfolio role, including Portfolio Viewers. GAITS Solution Team Members, Solution Administrators, and Solution Viewers do not. Mentors should write with the Portfolio Viewers in mind.

See: Mentor Resources | SWOT Analysis | Mentor guide page

One sign-in covers every site you belong to. Select My Sites in the top menu of gaits.org or in the User Profile Menu to see them all. If your program added you to its Portfolio Site, the Portfolio tab also lists your teams, with their progress.

See: Open one of your sites | Site list and progress bars