(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 selecting Import from Existing Plan as a history source, select the Company, Establishment, and Plan that will be the history from the drop-down lists. Only master plans will appear as history options.

You can select to have sub plans match their history counterpart by either Plan Code or Establishment. By default, if a sub plan does not have a match based on the selection, its history will be set as Manual Input. If you want such plans to assign a start point analysis as the history instead, check this option.

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.plan forto obtain accurate Goals and Adverse Impact reporting.