(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 — Although validation will occur automatically during plan development, you may analyze and reconciled Reference and Data tables at any time from the Home page.

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 by 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 described above or other processes during plan development may take some time for the system to complete. Click [Run in Background] to continue working in other areassoftware of the software.areas. The notificationNotifications 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.

Notifications

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.

Last Activity Panel

A description of the last activity performed will be displayed at the top of the Home page.