(Plan) Home

Use the Home page and Universal Tools

Key Header and Footer Tools

Introduction to Help

Navigate between Applications====

Notifications

The Notifications list houses information on recent plan calculations and other processes. The [Check mark] symbol to the right of a record indicates that the activity is complete.

Status Bar

A status bar at the bottom of the page will indicate the plan you are currently working in, your plan permissions, and a button on the right to [Close Plan].

Home page Tools

Once a plan has been created, the plan's Home page provides access to the development steps for creating an Affirmative Action plan.

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, triggered during plan development, may take some time for the system to complete. Click [Run in Background] to continue working in other software areas. The Notifications panel at the top of the page will provide a message when the process is complete.

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.