About Creating Sub plans for a Master Plan
BEGIN HERE: Create Plan
Note the following additional considerations, related to creating a Master Plan/sub-plan set:
- Add Plan Codes — When you click [Create Plan], balanceAAP will direct you to Plan Codes. Once the codes are entered, the system will create sub plans, adding them to the Plans > Recent Plans list. You can view/edit the supporting information in the:
- Sub plan — Plan Information
- Master Plan — Plan Codes.
- Determine Audit Status — First, check the box for audit status during Master Plan creation. Then proceed to Plan Information the audit sub plan, and check the box, as appropriate.