(Master and) Sub Plan History Source

RETURN TO: History Source

SPECIAL NOTES

• Click History > Sub Plan History Source from the side navigation menu to apply a Master Plan as the History Source by sub plan.

If you choose Import from Existing Plan, also select Company, Establishment, and Plan from the drop-downs, which display only Master Plans as potential sources. Then select to have sub plans match the History Source by either:

• Plan Code

OR

• Establishment

• By default, if the system does not locate a match, Manual Input will be required for each sub plan. To change this default, check the box for: Assign start point for all selected plans that do not have a match.

If Manual Input is selected in the Master Plan: Enter values into each sub plan to obtain accurate Goals and Adverse Impact reporting.

Assign Settings to Sub Plans

Check off one or more sub plans, and click [Assign].

Quick Tip: If the setting applies to all sub plans, click the link at the top of the list to Select: All.