Overview of Plan Lists and related Tools

The gateway for working in balanceAAP is Plans, the software's first module. Within this software hub, Recent Plans serves as the default landing page.

In addition to displaying up to 10 of the most recently opened Affirmative Action plans (once created), the landing page also links you to the following tabs:

• Open Plan — A comprehensive list of Affirmative Action plans, or AAPs, by year
• Create Plan — Tools for adding a new Affirmative Action plan to the system
• Delete Plan — The work area for removing a plan from the software

How Your Plans are Organized

Quick Tip: From within any plan, you can return to the plan lists by selecting Plans, shown as the uppermost bar in the side navigation menu.

The Recent and Open Plan lists are organized by the following columns:

• Plan Name (Typically indicates the plan date and whether an Annual or Update plan)
• Company
• Establishment (Reflects the location, functional unit, or subsidiary)
• Plan Date (The effective date of the plan)
• Last (Date) Opened

By default, items on the plan tabs are sorted in alphabetical order by Plan Name, but the display may be changed by clicking on a column header. Click once to sort by that column in ascending order, twice to sort in descending order; a third click will remove the sort by that column.

Plan-type Icons

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

Annual Plans:

Update (interim, or mid-year) Plans:

Recent Plans tab

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

Open Plan tab

Serving as the complete repository for saved AAPs, the Open Plan tab displays, by default: All Plans.

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.

For a more limited display, click the Filter icon to display options. Then, retain or uncheck one or more of the following:

Quick Tip: To locate a specific plan, use the balanceAAP header on the Open Plan tab, search for the specific plan by entering a keyword or term in the Search field; then click the Search button. To restore the full list of plans, click [Clear].

Create Plan Tab

If you would like to add a new plan to the system, please refer to: Create a New Affirmative Action Plan.

Delete Plan tab

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

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].