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BalanceAAP > Publish Plan

KEY TOPICS and RELATED ARTICLES:

  • Publish Plan to BALANCEhubReports (and Dashboard, if Master Plan)
    • Deactivate an Existing User
  • User Settings
    • Add Users to a PublishNew GroupUser and Apply Profile
    • Delete an Existing BALANCEhubBalanceAAP User
  • Emulate Emailthe (BALANCEhub)User's UsersView
  • View the User Access Report
  • ForEmail System Administrators — BALANCEhub User Tools Users
  • Create(Administrators Customonly) PublishImport Groups, see: BALANCEhub Publish Groups
  • BALANCEhub User ManagementUsers
  • Quick Start Guide for Setting up New Users
  • BALANCEhub Settings inPublish a Master Plan

    • RELATED TOPICS for Administrators:

    PublishRelease the Completed Plan to BALANCEhubAAP for Distribution

    PublishCompleting Planan toAffirmative BALANCEhubAction forplan Viewinginvolves byall Others

    Fromof the steps displayed in BALANCEaap'sbalanceAAP's side navigation menu, selectfrom the plan's Reports > BALANCEhub Settings, whichand will open Data to IWD/Veterans analyses and Narratives. When these steps complete, the Publish Plan tab.

    module provides simple tools, available via the page's tab header, to:

    Next,

    • let Publish Plan — Make the plan available for viewing by others
    • BALANCEhubUser Settings — "know"Manage users and assign user profiles
    • Email Users — Send a message to colleagues that AAP results are ready to beview

    These published,topics byare checkingdescribed in this article, below.

    Publish Plan to Reports (and Dashboard, if Master Plan)

    The first step is to let the Reports (and Dashboard) portals "know" that results are ready. Complete the check box for: next to the following tagline:

    Yes,Check the box to publish the plan to Reports and Dashboard and allow HUBother users to access.

    Then clickClick [Save]. AsThen, describedproceed below,to tabsthe willnext also be available for:

    • tab, User Settings,
    • described Email Users
    next.

    Deactivate/Reactivate

    an Existing Help User

    YouCross-reference: canThe activateDashboard andis deactivatedesigned accessfor toAAP planowners resultsor atcompliance anyteams timewho onare preparing multiple plans, using the PublishMaster/sub-plan Planstructure. tab. For more information: .

    User Settings

    The audience for plan results is typically comprised of colleagues or executives who are not involved in preparing AAPs. Therefore, the roll-out of plan results will typically involve the plan creator/owner in administering user access, via the Publish Plan > User Settings tab.

    Providing access for the new user to Reports (and Dashboard) is generally comprised of two aspects:

    • Adding the user to the system
    • Assigning the user a Profile to view some, or all, plan results

    Some default Profiles will come with the software to help you assign permissions to the users you add.

    Add Users to a PublishNew GroupUser and Apply Profile

    Navigate to BALANCEaapPublish > BALANCEhub SettingsPlan > User Settings. Choose [Add] from the lower toolbar, andto enter:display the Add User menu. Enter the following identifying information:

    • Email
    • First Name
    • Last Name

    SelectNext, select a PublishPlan GroupProfile from the provided drop-down (e.g., All Reports, Primary Reports). Click [Add].

    HELP QuickCross-reference: Reminder:To Ifreview youor aredefine anPlan AdministratorProfiles, andcontrolling wouldwhat like to create additional Publish Groups,users see: BALANCEhubBalanceAAP Publish> GroupsProfile Management.

    Once created, an account activation email can be sent to the user, with a link to log in to the system. The user will be able to select a password at that time. Users added here will alsohave appearan account in the balanceAAP and balanceWORKS environment.

    Delete an Existing balanceAAP User

    Check the box next to the user’s Email address entry, and click [Delete].

    Note: The user lists.will remain in the overall balanceWORKS user list.

    Emulate the User's View

    By emulating the user's experience in balanceAAP — in particular how the user interacts with Reporting and Dashboard — the plan creator/owner or the Administrator can verify the user experience for security and troubleshooting purposes. While working in Publish Plan > User Settings, simply locate the user on the User list; and click the corresponding View As icon. The emulated experience will open in a separate window.

    View the User Access Report

    After at least one user has been granted plan access, a report may be run to see who has or has not viewed plan results. On the User Settings tab, scroll down to the User Access Log menu. Select one of the following parameters:

    • Viewed
    • Not Viewed
    • All

    Click [View Report]. The USER ACCESS report will be organized by the selected user group(s), with each user identified by Name, Email, and if applicable, (Date) Last Accessed.

    Email (BALANCEhub) Users

    When you are ready for BALANCEhubbalanceAAP users to view the completed reports, you can send an email with a link and login instructions.instructions to defined Recipients.

    Quick Reminder:Select Emaila contentrecipient can be developed, using: System Tools > Email Settings.

    Selectgroup from the following email options:

    • All Users
    • Users that have not already received an email
    • Users that have not viewed the reports — Any user that had received an email before, but has not yet logged on, will receive another email.
    • Selected Users — Choose specific Recipients, by checking off one or more users.

    Click [Send Email] to transmit the message.

    View UserClick Access[Yes] Report

    Afterin at least one user has been granted plan access, a report may be run to see who has or has not viewed plan results. Scroll downanswer to the Userconfirmation Access Reports menu. Select one of the following parameters:message.

    Reminders:

    • ViewedEmail content can be developed, using: System Tools > Email Settings.
    • NotThe Viewed
    • Allmessage is not visible when sending the email. To review the message content, access the System Tools > Email Settings module.

    Click [View Report]. The USER ACCESS report will be organized by the selected user group(s), with each user identified by Name, Email, and if applicable, (Date) Last Accessed.

    (System Administrators Only) Import Users

    From an Excel File

    Prepare the file — Create an Excel file, containing a row for each user. The row must contain the Email address, First Name, Last Name, and (exact) Publish GroupProfile for each user.

    Enter Publish Plan > User Settings —

    1. Click the [Import[Import] Data].button, Selectlocated below the User list.
    2. From the displayed radio buttons, choose External Data, and click [Next][Next]..
    3. Select the file type in the drop-down. If your file does not contain first-row headers, uncheck the box for: First Row Headers.

      After selecting theThis file type,contains headers. Then, click [Browse], and findlocate the file.file on your computer or network.

    4. Click [Open], to add the file to the Import list.

      Under Match(A Table,current selectfile can be deleted by clicking the fileadjacent and Delete sheeticon.)

    5. At the top of page, review/sheet name that contains the userUser list. Under Match Fields, select the columncolumns in the Excel sheet that correspondscorrespond to the system's fields. Click [Next].

    Note: The Email Address, First Name, and Last Name fields are required. Click [Next].Review the Preview of data, below the lower toolbar, to make sure the data will appear as intended.

    AFinally, a page will appear, indicating the users being imported will be added to any already in the system. Click [Import Data] to initiate the process.

    From an Existing balanceAAP Plan

    After athe User list has been imported for one plan, you can import that list for another plan.plan:

    1. On the User Settings tab, press the [Import] button.
    2. Choose Existing PlanImport from theExisting ImportPlan. HUBThen, Users page. Selectselect the plan's Company, Establishment, and Plan from the drop-down, and click [Next]. Then

    From the final screen, click [Import Data].

    Delete an Existing BALANCEhubUser

    Check the box next to the user’s Email address entry, and click [Delete].

    Note: The user will remain in the balanceAAP and balanceWORKS user lists.


    BALANCEhub Settings in a Master Plan

    Access to view plan results can be authorized by sub plan. After clicking [Add], and entering identifying information (as described above):

    Check off one or more sub plans under: Select the Plans for the User to Access.