About Creating Sub plans for a Master Plan

BEGIN HERE:

• Create Plan

If you answered Yes to the question "Will you be creating multiple plans from a master plan data set?", note the following considerations:

---

Add Plan Codes

When you click [Create Plan] for a Master Plan, balanceAAP will display tools to build: Plan Codes,Codes*. Follow whichthese willinstructions to build codes to identify each sub plan. Follow these instructions:plan: Plan Codes.

Once the identifying codes are entered, the system will create the sub plans, adding them to the Plans > Recent Plans list. Using that 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?.