(Plan) Home

Use the Home page and Universal Tools

Once a plan has been created, the plan's Home page provides access to the development steps for creating an Affirmative Action plan.

Home page Tools

Plan Activities

Recalculate — Refresh all calculations and reports in the plan by clicking [Recalculate]. Recalculating a plan can often resolve issues that may occur with complex calculations.

Validate

The Validate function— willAlthough analyze and reconcile your reference and data tables, ensuring that data errors are being properly reported. Validationvalidation will occur automatically whenduring plan development, you aremay workinganalyze inand reconciled Reference and Data tables at any time from the plan,Home and manually performing this function is usually not necessary. It is provided in case there is a need to verify your data integrity. page.

View Plan Log

The View Plan Log function— willClick [View Plan Log] to display the Plan Audit Log. Thisa report that lists Notifications associated with the plan. YouThe havereport thecan optionbe to filterfiltered by datesdate and/or by user. user ID.

Plan Backups

—Click [Add Backup] under the Plan Backups header to save a plan in its current state. Up to two backups can be saved.

To revert the current plan to the most recently saved back-up, click the [Restore Backup] button.

Note: If a plan is reverted, changes made since the backup was created will be lost.

To delete a backup, click the [Remove Backup] button.

Universal Tools

Guide Me Help

The Guide Me wizards will walk you through certain tasks. The wizard can be accessed from the Home page of each software modules where the [Guide Me] icon is displayed

Run in Background — The [Recalculate] process may take some time for the system to complete. Click [Run in Background] to continue working in other areas of the software. The notification panel at the top of the page will provide a message when the process is complete.

BALANCEaap and the browser may be closed and reopened to allow time for the calculations to run. After reentering BALANCEaap, click the notification icon [Notifications] button, which is located in the top navigation bar, making it available from all BALANCEaap screens. The Notifications list houses information on recent plan calculations and other processes. The check icon [Check mark] symbol to the right of a record indicates that the activity is complete.