BalanceAAP/BalanceHub 3.9.1 Transition to Balance AAP 4.0
Berkshire has consolidated the balanceHUB reporting portal into balanceAAP plan preparation software to enhance interactivity between the two functions. This consolidation also supports Berkshire's efforts to apply more granularity and control for Administrators in assigning user permissions through software and plan Profiles for improved security.
The most critical differences between Version 3.9.1 and 4.0 are outlined in the table below:
| Function | 4.0 |
| Login Screen and Software Access | |
| Security Settings | - Previously not required, Security tabs for Password and Security Questions are available for the user Account, by clicking on [user name] in the software header.
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| Navigate between Applications | - For software subscribers who have access to multiple balanceWORKS applications, the previous Applications drop-down in the software header has been replaced with circular icons.
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| Plans List | - The Plans bar in the software header has been relocated to the side navigation menu.
- Visually, this better helps orient the user to (locating, creating, or accessing a plan on) the Plans list. In addition, the user can quickly identify how to return to Plans from within an individual AAP.
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| Side Navigation Menu | - The menu is now collapsible and expandable, providing more workspace.
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Plan Home Captions | | | Narratives | - Tools for working Narratives were pulled out of Reports and placed in the side navigation menu as a specific, unique step.
- The development of Narratives is now differentiated from the task of compiling finalized AAP components that occurs in Reports.
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| Publish Plans | - Making the completed AAP available for viewing by others is now a unique step, accessible from the side navigation menu.
- The plan owner can readily turn on plan access, manage the user viewing audience, and email users that results are read.
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| BALANCEhub > SHARE and BALANCEaap Reports | - Rather than being housed in SHARE, finalized AAP Reports are now accessible from within balanceAAP for both the plan owner AND the viewer of plan results. For the plan owner in particular, this removes the need for the plan owner to manage, and navigate between, two applications.
- Viewers will see the Plan Overview and AAP Reports list, based on settings determined by the plan owner.
- Access to Reports > Filters is no longer from side navigation menu. Rather, Filters are available as a sub-tab on the AAP Reports screen.
- The AAP Reports page is visually redesigned to make tools for viewing and outputting Reports more readily seen and used, including making Narratives a
Narratives Report Group andGroup; adding accessReport-based icons for Download typetype; and providing large Export check boxes for selecting Reports. - Options for configuring the output file are no longer organized under a side navigation menu item for Reports > Export Settings. Instead, these settings are better located on the AAP Reports page.
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| BALANCEhub > DASH | - DASH is now known as the balanceAAP > Dashboard and available there as a task area in the side navigation menu.
- While administrative tools remain for the plan owner on the Options and Summaries tabs, the standard user will see the View and (Dashboard) Reports tab, based on settings determined by the plan owner.
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