Settings

Additional Narrative options and settings are available through the Narrative Settings page.

Narrative Version and Options

All plans created after March 5, 2025 will be set to the current Narrative version. If the current plan's Narrative version needs to be changed, use the drop-down to select one of the previous versions: March 2025  (default), January 2021, January 2014, and March 2015.

Select Narrative font from Default Font drop-down.

At any point during the Narrative creation process, a display of the most recent changes can be viewed and saved ( PDF) by selecting the [Publish] option located in the top right next to the Narrative settings icon.

REACH Integration

If Good Faith Efforts data are available from REACH and you would like to include the data in this Affirmative Action plan, check the box under Reach Integration.

REACH Help Cross-reference: Each REACH data record must be associated with at least one or more Locations, a Plan Date, and an Evaluation for the integration to work. See: REACH > Activities.

Import Narratives from Existing Plan

Narrative elements can be imported from another plan through the [Import Plan] option. Import options include:

• Tag Values
• Templates

Export and Import the Narrative Tags and Values

Within BAI, an Excel file can be downloaded, completed, and imported back into the system to support the management of the plan's Tags. Each plan in the set will be identified by Plan Code.

Quick Tip: If you want an existing Narrative tag to be retained as is, leave that column in the Excel template blank.

• To export the plan's Tag's, click the [Export Template] button, and save the template to your computer or network.
• Complete the template with the necessary values; then save the Excel document with a new title.
• Return to Narrative Settings and click the [Import Template] button and then select either option to overwrite existing values with the blanks OR ignore incoming blanks (default).
• Browse for and select the desired file, and click [Import].