(Plan) Home

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

Guide Me Help

The Guide Me wizards will walk you through certain tasks. They can be accessed from the Home page of the software modules where the [Guide Me] icon is displayed

Each section has a standard, non-guided interface as well. Those who are familiar with BALANCEaap may choose to skip the Guide Me steps and complete each task through the standard interface by clicking on the section title from the section home page.

Plan Activities

Backup

Clicking Add Backup under Plan Backups will save your plan in its current state. You can then revert back to this point at any time, if necessary. This function can be useful to have a fall-back point in place in case you make a mistake when working in the plan.

Click BackUp Restore to revert your plan back to its previous state. Restoring a backup will lose any changes you have made since the backup was created.

You can have up to two backups per plan. To delete a backup to make room for another, click delete backup.

Recalculate

Use the Recalculate function to refresh all calculations and reports in your plan. This function can be useful if you are questioning the results of a report, or data on a page. Also, some program errors can be caused by a plan that is not fully calculated. Recalculating a plan can often resolve these errors.

The [Recalculate] process may take some time for the system to complete. Click [Run in Background] to continue working in other areas of the software. The notification panel at the top of the page will provide a message when the process is complete.

BALANCEaap and the browser may be closed and reopened to allow time for the calculations to run. After reentering BALANCEaap, click the notification icon [Notifications] button, which is located in the top navigation bar, making it available from all BALANCEaap screens. The Notifications list houses information on recent plan calculations and other processes. The check icon [Check mark] symbol to the right of a record indicates that the activity is complete.

Validate

The Validate function will analyze and reconcile your reference and data tables, ensuring that data errors are being properly reported. Validation will occur automatically when you are working in the plan, and manually performing this function is usually not necessary. It is provided in case there is a need to verify your data integrity.

View Plan Log

The View Plan Log function will display the Plan Audit Log. This report lists Notifications associated with the plan. You have the option to filter by dates and/or by user.