BalanceAAP > System Tools > Custom Narratives
- Add a Custom Section
- Edit Content for a Custom Section
- Display Narrative Section for Users by Default
- Edit a Custom Section Name
- Order Sections
THIS SYSTEM TOOL SUPPORTS:
Manage Narrative Sections across the balanceAAP Account
By accessing balanceAAP > System Tools > General / Custom Narratives, an Administrator may include organization-specific Sections in plan Narratives and determine the order of Narrative Sections.
Add a Custom SectionFrom the Custom Sections tab, choose the [Add] button from the upper toolbar.
From the Add Custom Section menu, first select the applicable Narrative:
- Veterans/ Disabled (Legacy plans prior to 2014 rules)
Next, enter a Name and click [Save].
The entry will be saved to the Section drop-down at the top of the Custom Sections tab; and the Custom Section will be available to balanceAAP users for selection under: Reports > Narratives > Templates.
Proceed to immediately developing the Custom Section, as described next.
Edit Content for a Custom SectionSelect the newly created (or an existing) Section from the upper drop-down. Then select either:
- Enter the Template Text — Use the provided text editor.
- Upload a file — Proceed to the Upload File menu at the bottom of the page. The file will be added to the Current File list.
Note: Word and PDF files may be uploaded, but Word files will be converted to PDF.
Quick Tip: If the Section is contained in an external document and/or you wish to provide a document that cannot be edited, choose: Upload a file. However, the user can still override that option at any time, and choose to: Enter the Template Text.
Display Section in Narrative for Users by DefaultConfirm or edit the following default settings:
- Include this section in the Narrative by default
- Include this section in the Table of Contents by default
Edit a Custom Section NameAfter selecting a Section from the upper drop-down, click the [Edit] button, which is located in the upper toolbar. Enter a new Name, and click [Save].
Delete a Custom SectionPick a Section from the upper drop-down, and click the Delete button.
Note: A Section that is in use cannot be deleted. Review the Narratives > Templates in each plan to ensure the Section you wish to delete is not included.
Order SectionsAccess the Order Sections sub-tab from the tab header.
Quick Reminder: Both system-provided and Custom Sections are displayed so they can be organized as a whole. Even if Custom Sections are not added to the system, the Administrator may reorder default Sections.
Select a Narrative from the upper ribbon:
- Veterans/Disabled (plans prior to 2014)
A list of Reports (or Sections) will display for the chosen Narrative.
Using the [Move Up/Down] arrows to the right of each Section Name, move the Section to a new location. Use the [Move top] arrow and [Move bottom] arrow to quickly place the Section at the top or bottom of the list, respectively.
When the order is satisfactory, click [Save].
Quick Tip: Navigate to Reports > Narratives > Templates, and view how the Section drop-down displays. For Help with Templates, see: Narratives >Templates.