Recent Plans, Open Plan, and Plan Lists

KEY TOPICS:

  • View Recent Plans
  • Search and Sort Plan Lists
  • Open Plan tab
    • View the Open Plan List (by Year)
    • Filter the Open Plan List (by Plan Type)
    • Open a Plan
  • Delete Plan tab


Working with Plan tabs

When [Go to AAP] is selected on the BALANCEworks page, the BALANCEaap software opens, displaying the Recent Plans tab. The tab header also provides access to:

View Recent Plans

Once plans are created, the Recent Plans list displays them in order of the date Last Opened. Sub plans appear indented below the corresponding Master Plan. A link to View More Plans will be available at the bottom of the list.

Quick Reminder: A navigational link in the BALANCEaap page header is available to open the Recent Plans list in a new window.

Plan Types by Icon

Icons in the far-right column of each row identify plan type for each existing plan.

Annual Plans:

  • [R] Regular plan, single location
  • [M] Master plan, which contains data for a set of sub plans
  • [S] Sub plan, associated with an annual Master Plan

Interim Plans:

  • Update plan, single location
  • Update Master plan
  • Update sub plan

If a plan is open, the [Lock] icon also displays.

Search and Sort Plan Lists

Using the BALANCEaap header on the Open Plan or the Delete Plan tab, search for specific plans by entering a keyword or term in the Search field; then click the Search button. To restore the full list of plans, click [Clear].

Quick Search Tip: Enter a term in the Search field. Then hit ENTER on the keyboard to perform the Search. Use the ESCAPE (ESC) key to clear the Search results.

By default, the Open Plan and Delete Plan lists are organized by Plan ID, but plans can be sorted by clicking on any column header. Click once to sort in ascending order; twice to sort in descending; and a third click will clear the sort on that column. Page navigation tools at the bottom of the page can be used if the number of records exceeds a single page display.

Open Plan tab

Serving as the complete repository for saved AAPs, the Open Plan tab displays, by default: All Plans. Each user's permissions in the system will determine what AAPs are displayed on the Open Plan list.

View the Open Plan List (by Year)

Just below the tab header, years for the currently available plans will display in the list header. Click on a [Year] to reduce the Open Plan list to plans with corresponding Plan Dates.

Cross-reference: Typically, plans are retained for three years. Plan retention is controlled by a Plan Information setting.

Filter the Open Plan List (by Plan Type)

For a more limited display, check off one or more options in the list header:

  • Annual Plans
  • Update Plans
  • Master Plans
  • Sub Plans
  • Regular Plans

Open a Plan

From either the Recent Plans tab or the Open Plan > [Year], click the entry in the Plan/Plan Name column to open a plan.

Delete Plan tab

Plans may only be removed by accessing the Delete Plan tab.

Delete a Plan

Check the box to the left of the plan record. Then select the [Delete] button, which is located below the list. When the confirmation message appears, select [OK].