(Plan) Home

INTRODUCTION TO HELP:

Help documentation is available from the header bar within software task areas. Three types of Help are available:

• Documentation (Help pages and User Guides)
• On Screen Help (screen captions)
• Video Tutorials (where available)

Use Home page and Universal Tools

Key Header Tools

Navigate between Applications

If other balanceWORKS applications are installed (such as the accompanying reporting portal BALANCEhub), choose Applications from the header bar to access the other application.

Notifications

The Notifications list houses information on recent plan calculations and other processes. The [Check mark] symbol to the right of a record indicates that the activity is complete.

Status Bar

A status bar at the bottom of the page will indicate the plan you are currently working in, your plan permissions, and a button on the right to [Close Plan].

Home page Tools

Once a plan has been created, the plan's Home page provides access to the development steps for creating an Affirmative Action plan.

Plan Activities

Recalculate — Refresh all calculations and reports in the plan by clicking [Recalculate]. Recalculating a plan can often resolve issues that may occur with complex calculations.

Validate — Although validation will occur automatically during plan development, you may analyze and reconciled Reference and Data tables at any time from the Home page.

View Plan Log — Click [View Plan Log] to display a report that lists Notifications associated with the plan. The report can be filtered by date and/or by user ID.

Plan Backups

Click [Add Backup] under the Plan Backups header to save a plan in its current state. Up to two backups can be saved. To revert the current plan to the most recently saved back-up, click the [Restore Backup] button. To delete a backup, click the [Remove Backup] button.

.tab { margin-left: 40px; }>Note: If a plan is reverted, changes made since the backup was created will be lost.

Master plan/sub plans — Plan Backups are only available in the Master Plan.

Universal Tools

Guide Me Help

For first-time or beginning users, Guide Me wizards will walk you through certain tasks. The wizard can be accessed from the Home page of each software modules where the [Guide Me] icon is displayed

Run in Background

The [Recalculate] process (described above) or other processes, triggered during plan development, may take some time for the system to complete. Click [Run in Background] to continue working in other software areas. The Notifications panel at the top of the page will provide a message when the process is complete.

Last Activity Panel

A description of the last activity performed will be displayed at the top of the Home page.