(Master and) Sub Plan History Source

RETURN TO: History Source

Click Sub Plan History Source from the historyHistory homeHome page or theside navigation menu onto view settings that assist in applying the rightappropriate forMaster additionalPlan master plan options. Here you can choose any ofas the threeHistory historySource sources and apply them to selectedby sub plans. 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[Save].

Note: If Manual Input is assignedselected toin anythe Master Plan: Enter values into each sub plans,plan. youfor willaccurate need to go into those sub plansGoals and setAdverse theImpact history numbers there. Failure to do so will result in no goals being identified for the previous year, and adverse impact calculations to be invalid.reporting.