BalanceAAP > Publish Plan to Berkshire Client Portal

KEY TOPICS

• Publish Plan to Berkshire Client Portal

Publish the completed AAP to the 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,are completed, 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 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 and click the [Save] button.

The time it takes to publish a plan depends on several factors, including the amount of data within the plan. Once the publish has started, the plan's status will appear on the page. Access to the plan, within the Berkshire Client Portal, will be granted after the publish process has completed.

Note: It is important to know that after the plan has been published to the Berkshire Client Portal, it will be placed in read-only status in balanceAAP – meaning no changes can be made to the plan while the plan is published. If you need to make changes to a published plan, you must uncheck the main Publish Plan checkbox and click [Save].

User Settings

Email Users