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BalanceAAP > REACH Assignment

KEY TOPICS:

In the REACH Assignment section: •About

  • About the Integration between BALANCEaapbalanceAAP and REACH
  • Assign •Assign Location*Location Codes by Plan •Import
  • Import Locations (recommended for Master Plans)

  • Note: Your BALANCEhubBALANCEhub Administrator may have applied a custom label for the term “Location”. If so, when working in REACH Assignment, this custom label (e.g., Facility) will appear in the associated column header and BALANCEaapbalanceAAP field name in place of “Location”.

About the Integration between BALANCEaap and REACH

REACH, a BALANCEhubBALANCEhub component, serves as a repository for Good Faith Efforts (GFE) data. If you use REACH to store GFE data, this information can be included in your organization’s Regular Plan or Master Plan. Because REACH collects GFE data at the location or establishment level, however, locations must be mapped to the plan structure.

Note: For instructions on activating the REACH integration for use in Narratives, see Help for: Reports > Narratives > Narrative Settings.

BALANCEhubBALANCEhub REACH > Help provides information on using REACH to determine Location Codes and store GFE data .data.

Assign Locations by Plans

(Master Plan only) From the Plan drop-down, select a plan.

Using the provided Location Code list, check off those locations that are associated with the displayed Plan Code. Click [Save].

(Master Plan only) Repeat the process, as necessary, for each plan.

Import Locations (recommended for Master Plans)

(recommended)

To import the connections between Plan Codes and the REACH Location Codes, click the [Import] button (located in the lower toolbar). Choose the Import Source, and follow these instructions: •External
  • File—ClickExternal [Next].File — Click [Next]. Follow the guided prompts to choose the File Type, [Browse] for and Upload the file, and perform field matching.

Note: The file must include fields for Plan Code and Location Codes that are linked together.

  • •ExistingExisting BALANCEaap plan—Choose the Company, Establishment, and Plan.

Click [Next];[Next]; then choose the Import Options: Overwrite (replace current list) or Append (add to current list). Select the [Import] button.

A Results message will display when the process is complete. If the Import Source is an External File, check off whether to: Keep my files for later use. The file name will display under the Upload menu, on the Currently Uploaded Files list.