System Tools / BALANCEhub Default Settings

KEY TOPICS:

  • Choose File Types for Downloading Reports
  • Develop Instructions for Display to Users


Determine Default Settings for BALANCEhub SHARE

By accessing BALANCEhub > BALANCEaap / Default Settings, the Administrator may manage the following aspects of the SHARE experience.

Choose File Types for Downloading Reports

Select one or more File Types to be available for downloading completed AAP reports from BALANCEhub:

  • PDF (.pdf) — This setting, which provides plan results in a read-only format, must be retained to download completed AAP Narratives.
  • Word (.doc)
  • Excel (.xls)
  • Rich Text (.rtf)

Then, proceed to creating a message or instructional banner for users to see in SHARE, as described next.

Develop Instructions for Display to Users

Enter text for instructions or a message, which will appear on SHARE > Select Reports in an upper banner. The text editor relies on common word processing tools, such as buttons for applying font formatting, creating a table, or pasting from Word, to name a few.

Click [Save].

Then take advantage of the Back to SHARE link beneath the page header, and choose the Select Reports tab to view the message.