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BalanceAAP > Publish Plan to Berkshire Client Portal

Release the Completed AAP for Distribution through Berkshire Client Portal

Completing an Affirmative Action plan involves all of the steps displayed in balanceAAP's side navigation menu, from the plan's Settings and Data to IWD/Veterans analyses and Narratives. When these steps complete, the Publish Plan module provides simple tools, available via the page's tab header, to:

  • Publish Plan — Make the plan available for viewing by others
  • User Settings — Manage users and assign user profiles
  • Email Users — Send a message to colleagues that results are ready to view

Publish Plan to Berkshire Client Portal

The first step is to let the Reports (and Dashboard) portals "know" that results are ready. Complete the check box next to the following tagline:

Check the box to publish the plan to Reports and Dashboard and allow other users to access.

Click [Save]. Then, proceed to the next tab, User Settings, described next.

Cross-reference: The Dashboard is designed for AAP owners or compliance teams who prepare multiple plans, with the Master/sub-plan structure. For more information: Dashboard > View.