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BalanceAAP > Publish Plan to Berkshire Client Portal

ReleasePublish the Completedcompleted AAP forto Distribution throughthe 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

To start the publish plan process, first check the Publish Plan checkbox at the top of the screen and then select the second option to Publish Plan to both balanceAAP and Berkshire Client Portal

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

CheckNote: theThe boxtime it takes to publish thea plan todepends Reportson andseveral Dashboardfactors, and allow other users to access.

Click [Save]. Then, proceed toincluding the nextamount tab,of Userdata Settings, described next.

Cross-reference: The Dashboard is designed for AAP owners or compliance teams who prepare multiple plans, withwithin the Master/sub-planplan. structure.Once Forthe morepublish information:has Dashboardstarted, >the View.

plan's status will appear on the page.