About Creating Sub plans for a Master Plan

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• 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:

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Add Plan Codes

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

Cross-reference: For a overview of plan types, see: Recent Plans (and other Plan Lists).

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?.