(Master and) Sub Plan History Source

RETURN TO: History Source

KEY TOPICS

• Match MasterSub Plan Considerations for Importing the History Source tofrom Suban plan(s)Existing Plan
• Assign Settings to Sub plans

Set the History Source by Sub plan

ClickMost likely, you will have chosen a History Source at plan creation that applies to the Master Plan and its associated sub plans.

However, if you need to make adjustments by sub plan, choose History > Sub Plan History Source from the side navigation menu. toThe applyoptions for developing a Mastersource Planare the same as thethose History Source by sub plan. Choose or retain one offor the threeMaster options:Plan:

• Import from Existing Plan — Also select Company, Establishment, and Plan from the drop-downs, which display only Master Plans as potential sources.
• Start Point Analysis
• Manual Input

MatchSub Masterplan PlanConsiderations when Importing the History Source tofrom Suban plan(s)Existing Plan

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

• Plan Code

OR

• Establishment

• By default, if the system does not locate a match, Manual Input will be required for each sub plan.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

Check off one or more sub plans, and click [Assign].

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

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