Open a Completed Plan to Review Results

JUMP TO: Reports & Dashboard Primer

KEY TOPICS:

• ViewLog in and Open a Plan
• About Access to a Completed Plan
• How Your Organization's Plans are Organized
• Plan-type Icons
• Recent Plans
• Search and Sort Plan Liststab
• Open Plan tab
• View the Open Plan List (by Year)
• Filter the Open Plan List (by Plan Type)
• Open a Plan
• DeleteSearch and Sort Plan tabLists
• Records Retention

WorkingAccess witha PlanCompleted tabsAAP from the Plans List to View Results

When

Log in and Open a Plan

The first stop is balanceAAPRecent Plans, softwarewhere opens,you displayingcan select an AAP to open from a provided list. Accordingly, the tab header provides access to two types of lists:

• Recent Plans tab.(The Thedefault tabentry headerpage, alsoshowing providesup accessto to:
  10 plans)
  • Open Plan
  • Create(A Plan
  • more Deletecomprehensive Planlist of completed AAPs by year)

  ViewSimply Recentclick Plans

  Oncethe plansPlan areName created,link to open a plan, providing access to the RecentPlan Overview and AAP Reports (including Narratives) for the accessed plan. (Organizations with multiple AAPs can also take advantage of the organization-wide Dashboard.) Your balanceAAP Administrator or plan owner will have chosen a default landing page for you.

  From within the plan, you can return to the list of Plans, or navigate to another Reports area, from the side navigation menu.

  About Access to a Completed Plan

  Using balanceAAP, the plan creator/owner or software Administrator will determine access to plan results via the Reports portal (and Dashboard, if applicable) and notify you when results are ready to view. Both the AAPs shown to you on Plans and the components visible within an AAP will be based on the granted permissions.

  ---

  How Your Organization's Plans are Organized

  The Plans list displaysis themorganized inby orderthe following columns:
  • Plan Name (Typically indicates the plan date and whether an Annual or Update plan)
  • Company
  • Establishment (Reflects the location, functional unit, or subsidiary)
  • Plan Date (The effective date of the date plan)
  • Last Opened.(Date) Sub plans appear indented below the corresponding Master Plan. A link to View More Plans will be available at the bottom of the list.Opened

  Quick Reminder: A navigational link in the balanceAAP page header is available to open the Recent Plans list in a new window.

  PlanPlan-type Types by IconIcons

  Icons in the far-right column of each row identify plan type for each existing plan.

  Annual Plans:

  • 
    [R] Regular plan, single location
  • 
    [M] Master plan, which contains data for a set of sub plans
  • 
    [S] Sub plan, associated with an annual Master Plan

  InterimUpdate (interim, or mid-year) Plans:

  • 
    Update plan, single location
  • 
    Update Master plan
  • 
    Update sub plan

  If a plan is open, the [Lock]Lock icon also displays.

  Recent Plans tab

  Once plans are created, the Recent Plans list displays them in order of the date Last Opened. A link to View More Plans will be available at the bottom of the list. Sub plans appear indented below the corresponding Master Plan. (Up to five sub plans will display.)

  Open Plan tab

  Serving as the complete repository for saved AAPs, the Open Plan tab displays, by default: All Plans.

  
  View the Open Plan List (by Year)

  Just below the tab header, years for the currently available plans will display in the list header. Click on a [Year] to reduce the Open Plan list to plans with corresponding Plan Dates.

  Cross-reference: Typically, plans are retained for three years. Plan retention is controlled by a Plan Information setting.

  
  Filter the Open Plan List (by Plan Type)

  For a more limited display, check off one or more options in the list header:
  • Annual Plans
  • Update Plans
  • Master Plans
  • Sub Plans
  • Regular Plans

  All boxes are checked by default.

  Search and Sort Plan Lists

  Using the balanceAAP header on the Open Plan or the Delete Plan tab, search for specific plans by entering a keyword or term in the Search field; then click the Search button. To restore the full list of plans, click [Clear].

  Quick Search Tip: Enter a term in the Search field. Then hit ENTER on the keyboard to perform the Search. Use the ESCAPE (ESC) key to clear the Search results.

  By default, items on the Open PlanPlans and Delete Plan liststab are organizedsorted in alphabetical order by Plan ID,Name, but plansthe candisplay may be sortedchanged by clicking on anya column header. Click once to sort by that column in ascending order;order, twice to sort in descending;descending andorder; a third click will clearremove the sort onby that column.

  Page navigation tools at the bottom of the page can be used if the number of records exceeds a single page display.

  OpenRecords Plan tabRetention

  Serving as the complete repository for saved AAPs, the Open Plan tab displays, by default: All Plans. Each user's permissions in the system will determine what AAPs are displayed on the Open Plan list.

  View the Open Plan List (by Year)

  Just below the tab header, years for the currently availablePrior plans will displaybe retained on-line in thebalanceAAP list> header.Reports, Click on a [Year]according to reduce the OpenArchive PlanSetting listthat tois plansin withplace. Administrators, correspondingsoftware Plansubscribers, Dates.

  and Cross-reference:Berkshire's Typically,service plansclients aremay retainedcontact their Berkshire representatives for threemore years.information Planabout retentionrecords is controlled by a Plan Information setting.retention.

  Filter the Open Plan List (by Plan Type)

  For a more limited display, check off one or more options in the list header:
  • Annual Plans
  • Update Plans
  • Master Plans
  • Sub Plans
  • Regular Plans

  Open a Plan

  From either the Recent Plans tab or the Open Plan > [Year], click the entry in the Plan/Plan Name column to open a plan.

  Delete Plan tab

  Plans may only be removed by accessing the Delete Plan tab.

  Delete a Plan

  Check the box to the left of the plan record. Then select the [Delete] button, which is located below the list. When the confirmation message appears, select [OK].