(Plan) Home
KEY TOPICS:
- Access HELP
- Home page Tools
- Other Header and Footer Tools
- Universal Tools
Use the Plan Home page and Universalrelated Tools
Access HELP
Help is available from the plan's Home page and all task-area page headers in balanceAAP.For more information on Help, click the Documentation Home link above.
Home page Tools
Once a plan has been created, the plan's Home page provides access to the development steps for creating an Affirmative Action plan. For a sequential list of plan development steps, refer to: AAP Checklist.Plan Activities Buttons
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 — Although validation will occur automatically during plan development, you may reconcile Reference and Data tables at any time from the Home page.
Export All — Click [Export All] to store or use plan settings, Data Tables, and reports outside the system. A Zip file will contain settings and tables in Excel, while reports will be formatted in PDF. This is useful for storing legacy plans before balanceAAP archives them.
Cross-reference: For information on the plan Archive Date, see: Plan Information.
View Plan Log — Click [View Plan Log] to display a report that lists Notifications associated with the plan. The report can be filtered by date and/or user ID.
Plan Backups
To save a plan in its current state, click [Add Backup] under the Plan Backups header. Up to two backups can be saved. To revert the current plan to the most recently saved back-up, click the [Restore Backup] button. To delete a backup, click the [Remove Backup] button.Note: If a plan is reverted, changes made since the backup was created will be lost.
Master Plan/sub plans — Plan Backups are only available in the Master Plan.
Other Header and Footer Tools
Navigate between Applications
If other balanceWORKS applications are installed (such as BALANCEhub, the report distribution portal), choose Applications from the page header to access the other application.Notifications
Click Notifications to open a list, housing information on recent plan calculations and other processes. The [Complete] symbol to the right of a record indicates that the activity is complete.System Tools
A navigational link in the upper left of the page headeris available to enter the System Tools menu.Status Bar
A status bar at the bottom of the page will indicate your organization name, the plan you are currently working in, and your plan permissions (e.g., Read/Write). A button on the right provides a quick link to [Close Plan] and return to the Recent Plans list.
Universal Tools
Side Navigation Menu
For convenient access to each step of the plan preparation process, a side navigation menu appears on all task-area pages. Tasks are listed in the order of completion.Guide Me Help
For first-time or beginning users, Guide Me wizards will walk you through certain tasks. The wizard can be accessed from the Home page of each software module where the [Guide Me] icon is displayed.Run in Background
The [Recalculate] process (described above) or other processes, triggered during plan development, may take some time for the system to complete. Click [Run in Background] to continue working in other software areas. The Notifications panel at the top of the page will provide a message when the process is complete.Last Activity Panel
A description of the Last Activity performed will be displayed at the top of the Home page.