About Creating Sub plans for a Master Plan

BEGIN HERE:

• Create Plan

KEY TOPICS:

• Add Plan Codes
• Generation of Sub plans
• About Applying Audit Status to Master and Sub Plans

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Note the following considerations, if you answered Yes to the Create Plan question: Will you be creating multiple plans from a master plan data set? —

Add Plan Codes

After you click the [Create Plan] button to build a Master Plan, balanceAAP will automatically display: Plan Codes. When entered, these codes will identify each "sub plan" in the set.

Next Step:

• To enter codes, follow instructions at this link: Plan Codes / Add Plan Codes.
• If you followed the Master Plan Data Collection template, refer to: Plan Codes / Import Plan Codes.

Generation of Sub plans

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

Cross-references:

• For a overview of plan types, see: Recent Plans, Open Plan, and Plan Lists / Plan Type by Icon.
• For more information on editing the sub plan, refer to: Plan Information.

About Applying Audit Status to Master and Sub Plans

During the Create Plan process, check the box,box indicatingnext Auditto: Is Status.this plan under audit?. (After the plan is created, the option to turn on Audit Status will no longer be available.)

Then, open the audit sub plan and navigate to: Plan > Plan Information. Check the box, as appropriate, nextindicating to: IsAudit this plan under audit?.Status. When the Master Plan is published to BALANCEhub, the sub plan will be flagged as Under Audit on the DASH display.

BALANCEhub Help Cross-reference: For information on the reporting display, see: DASH > View.