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BalanceAAP > Publish Plan to Berkshire Client Portal

Release the Completed AAP for Distribution through Berkshire Client Portal

Completing an Affirmative Action plan involves all of the steps displayed in balanceAAP's side navigation menu, from the plan's Settings and Data to IWD/Veterans analyses and Narratives. When these steps complete, the Publish Plan module provides simple tools, available via the page's tab header, to:

  • Publish Plan — Make the plan available for viewing by others
  • User Settings — Manage users and assign user profiles
  • Email Users — Send a message to colleagues that results are ready to view