(Plan) Home

Use the Home page and Universal Tools

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

Home page Tools

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

BALANCEaap and the browser may be closed and reopened to allow time for the calculations to run. After reentering BALANCEaap, click the notification icon [Notifications] button, which is located in the top navigation bar, making it available from all BALANCEaap screens. 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.