About Creating Sub plans for a Master Plan

BEGIN HERE: Create Plan

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Note the following considerations, related to creating a Master Plan/sub-plan set:

Add Plan Codes

When you click [Create Plan], balanceAAP will direct you to BALANCEaap's Plan Codes module. Follow these instructions: Plan Codes).

Once the codes are entered, the system will create sub plans, adding them to the Plans > Recent Plans list. You can then enter each sub plan to review (and edit, as appropriate): Plan Information.

Turn on and Apply Audit Status

During Master Plan creation, check the box for Audit Status. Then, open the audit sub plan and navigate to: Plan > Plan Information. Check the box, as appropriate, next to: Is this plan under audit?.