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BalanceAAP > REACH Assignment

KEY TOPICS:

  • Integrating balanceAAP with REACH
  • Assign Location Codes by Plan
  • Import Locations (recommended for a Master Plan)

BALANCEhub Help Cross-reference: For information on using REACH to determine Location Codes and store Good Faiths Efforts data, see: BALANCEhub REACH.

Set up the Connection Between balanceAAP and REACH Data

Integrating balanceAAP with REACH

REACH, a BALANCEhub component, serves as a repository for Good Faith Efforts (GFE) data. If you use REACH to store GFE data, this information can be pulled into balanceAAP for inclusion in Narratives for your organization’s Regular Plan or Master Plan.

Accordingly,In twoorder stepsfor arethe necessary:integration to occur:

  1. The REACH data set ismust be mapped to the AAP structure by accessing: Plan Information > REACH Assignment. Instructions for this step are included in this article.
  2. The integration setting for Narratives must also be activated. Refer to balanceAAP Help for: Narrative Settings.

Assign Locations by Plan

Because REACH collects GFE data at the location or establishment level, locations must be mapped to the plan structure.

Note: Your System Administrator may have applied a custom label for the term “Location”. If so, when working in REACH Assignment, this custom label (e.g., Facility) will appear in the associated column header and BALANCEaap field name in place of “Location”.

After navigating to REACH Assignment, review the provided Location Code list. Then, check off those locations to be associated with the plan. Click [Save].

(Master Plan only) From the Plan drop-down, choose each plan; and save selections for each plan in the set. The Location Code list menu for a particular sub-plan can also be accessed from within the sub-plan for editing.

Import Locations (recommended for a Master Plan)

To import the connections between Plan Codes and the REACH Location Codes, click the [Import] button (located in the lower toolbar). Choose the Import Source, and follow these instructions:

  • External File — Click [Next]. Follow the guided prompts to choose the File Type, [Browse] for and Upload the file, and perform field matching.

Note: The file must include fields for Plan Code and Location Codes that tie the two fields together.

  • Existing balanceAAP plan — Choose the Company, Establishment, and Plan.

Click [Next]. Choose the Import Options: Overwrite (replace current list) or Append (add to current list). Select the [Import] button.

A Results message will display when the process is complete. If the Import Source is an External File, check off whether to: Keep my files for later use. The file name will display under the Upload menu, on the Currently Uploaded Files list.