Connection between BAI and REACH

Integrating REACH Data into Berkshire Analytics & Insights Plan

REACH is a companion database application that serves as a repository for information on Good Faith Efforts (GFE).

If you store GFE data in REACH, this information can be automatically pulled into the BAI plan Narrative. The following steps support the integration:

• Map REACH Location Codes to the plan structure by opening the target plan and accessing Settings > REACH Assignment.
• Activate the integration with the plan, using Narrative Settings, so that GFE information is merged into the Narrative text.

Perform REACH Assignment in the plan

Assign Locations by Plan

Because REACH collects GFE data at the location or establishment level, locations must be mapped to the plan structure.

Note: Your System Administrator may have applied a custom label for the term “Location.” If so, when working in REACH Assignment, this custom label (e.g., Facility) will appear in the associated column header and plan field name in place of “Location.”

After navigating to REACH Assignment, review the provided Location Code list. Then, check off those locations to be associated with the plan. Click [Save].

(Master Plan only) From the Plan drop-down, choose each plan, and save selections for each plan in the set. The Location Code list menu for a particular sub plan can also be accessed from within the sub plan.

Import Locations (recommended for a Master Plan)

To import the connections between Plan Codes and the REACH Location Codes, click the [Import] button (located in the lower toolbar).

 Choose the Import Source:

• External File—Then click [Next]. Follow the guided prompts to choose the File Type, [Browse] for and Upload the file, and perform field matching.
• Existing BAI Plan—And choose the Company, Establishment, and Plan.

Click [Next].

 Choose the Import Options:

• Overwrite (Replace current list)
• Append (Add to current list)

Select the [Import] button.

A results message will display when the process is complete.