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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 selectingyou choose Import from Existing PlanPlan, as a history source,also select theCompany, Company, Establishment,Establishment, and Plan that will be the history from the drop-downdrop-downs, lists.which Onlydisplay masteronly plansMaster will appearPlans as historypotential options.sources.

You canThen select to have sub plans match theirthe historyHistory counterpartSource by either either:

  • Plan Code or

OR

  • Establishment.

By default, if a sub plan does not have a matchmatch, based on thethis selection, itsthe historysystem will beselect: set as Manual Input.Input. IfYou youmay wantalternatively suchchoose: plansStart toPoint assign a start point analysis as the history instead, check this option.Analysis.

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

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