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(Master and) Sub Plan History Source

RETURN TO: History Source

Click Sub Plan History Source from the History Home page or side navigation menu to view settings that assist in applying the appropriate 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 a sub plan does not have a match, based on this selection, the system will select: Manual Input. You may alternatively choose: Start Point Analysis.

For both of these options, a Sub Plans menu will display. Expand the Sub Plans menu

Check off the sub plans you wish to apply these settings to, and click [Assign].

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

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