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(Master and) Sub Plan History Source

RETURN TO: History Source

KEY TOPICS

  • About the Sub Plan History Source
  • Sub Plan Considerations when Importing the History Source from an Existing Plan
  • Assign Settings to Sub plans

Set the History Source by Sub plan

About the Sub Plan History Source

After developing Plan Codes and Data Tables, the Sub Plan History Source can be determined for the sub plans to support Goals analysis.

The options are the same as those for the Regular plan:

  • Import from Existing Plan
  • Start Point Analysis (if a prior plan is not available)
  • Manual Input

For ease of operation, the Sub Plan History Source for each sub plan can be determined in the Master Plan, collectively or in a customized manner. However, the History Source may be edited in the sub plan.

Sub plan Considerations when Importing the History Source from an Existing Plan

When selecting Company, Establishment, and Plan, only Master Plans will display as potential sources.

An extra menu will ask whether sub plans should match the History Source by:

  • Plan Code

    • OR

  • Establishment

By default, Manual Input will be required for each sub plan lacking a match. To change this default, check the box for: Assign start point for all selected plans that do not have a match.

Assign Settings to Sub plans

Most likely, you will apply the same History Source to all sub plans associated with the Master Plan.

First, Expand the Sub Plans menu in the lower portion of the page to display a checklist of sub plans. All sub plans are checked by default.

Include the appropriate sub plans, and click the [Assign] button.

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