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BalanceAAP > System Tools > Custom Narratives

KEY TOPICS:

  • Add a Custom Section
  • Edit Content for a Custom Section
  • Edit a Custom Section Name
  • Order Sections

Manage Narrative Sections across the balanceAAP Account

By accessing:accessing balanceAAP > System Tools > General / Custom Narratives, an Administrator many include organization-specific Sections in plan Narratives; and the order of narrative Sections can be determined.

Add a Custom Section

From the Custom Sections tab, choose the [Add] button from the upper toolbar.

From the Add Custom Section menu, first select the applicable narrative:

  • Minorities/Women
  • Veterans/ Disabled (plans prior to 2014 regulations)
  • IWD
  • Veterans

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 Section

Select the newly created (or an existing) Section from the upper drop-down. Then select either: Enter the Template Text or Upload a file. Word and PDF files may be uploaded, but Word files will be converted to PDF.

Check off whether to: Include this section in the Narrative by default.

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.

If a file is uploaded, it will be added to the Current File list.

Edit a Custom Section Name

After 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 Section

Pick 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 for your organization’s plans to ensure the following tagline is left unchecked: Include this section in the Narrative.

Order Sections

Quick Reminder: The Order Sections tab displays both system-provided and Custom Sections 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 tab header: Minorities/Women, Veterans/Disabled, IWD, or Veterans. 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.