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BalanceAAP Universal Tools

RETURN TO: (Plan) Home

KEY TOPICS:

  • Side Navigation Menu
  • Guide Me Help
  • Run in Background
  • Last Activity Panel
  • Page Header and Footer Tools
    • Navigate between Applications
    • Notifications
    • Access HELP

While preparing an AAP, several universal tools will help you navigate the balanceAAP software, keep track of where you are, and learn more about using the software.

Side Navigation Menu

For convenient access to each step of the plan preparation process, a side navigation menu appears on all task-area pages. Tasks are listed in the order of completion.

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 module 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.

Page Header and Footer Tools

Navigate between Applications

If other balanceWORKS applications are installed (such as BALANCEhub, the report distribution portal), choose Applications from the page header to access the other application.

Notifications

Click Notifications to open a list, housing information on recent plan calculations and other processes. The [Complete] symbol to the right of a record indicates that the activity is complete. If the operation involves an export, a [Download] icon will display.

System Tools

A navigational link in the upper left of the page header is available to enter the System Tools menu.

Status Bar

A status bar at the bottom of the page will indicate your organization name, the plan you are currently working in, and your plan permissions (e.g., Read/Write). A button on the right provides a quick link to [Close Plan] and return to the Recent Plans list.

Access HELP

Help is available from the Home page for any existing plan and through all task-area page headers.

For more information on Help, click the Documentation Home link above.