About Narratives and their Components

When all of the steps involved in developing the plan are complete (from Settings to IWD/Veterans), the final step is to generate the accompanying Narratives. 

All plans created after March 25, 2021, will use the following template language, as it has been modified to better match recent regulation changes. The calculated plan reports will also no longer appear in the body of your main document and within each section. All reports will now appear at the end of the document. To support this change, the Narrative editor now provides users with the ability to more easily add, remove, and reorder reports within the plan's Narrative.

The Narrative information is separated by the Narrative Editor (shown below), Narrative Tags , Narrative Sections , and Narrative Settings. 

Narrative Editor

In contrast to the previous Narrative editor, the new version provides the ability to view and edit the entire Narrative as one large document, instead of independent sections. Users can still choose which of the three Narrative types they would like to manage through the Edit Narrative drop-down. After making the selection from the drop-down, the Narrative document will appear and be separated into four sub-tabs: Title Page, Document Body, Reports, and Exhibits.

Editing Title Page and Document Body

The Title Page and Document Body are the two sub-tabs where the majority of the Narrative edits will occur. If additional Tags and Sections were added to the plan and need to be incorporated into the Narrative, they would be managed in these sub-tabs.

Quick Tip: At any time, you can change the contents of your current page (Title Page, Document Body, etc..) back to BAI's default language by clicking [Revert to Default].

Reports

Add Reports

To add a report, select a option from the Reports drop-down and click [Save].

Reorder Reports

The order in which the reports display in the Narrative can be changed through a drag and drop feature. Select and click an individual report and drag the cursor to the desired location.

Remove Reports

Reports can be removed by selecting the Delete ( ) option which aligns with the report being removed. If all reports need to be removed from the Narrative, use the [Remove All] option.

Exhibits

Import/Add Exhibits

New PDF exhibits can be imported through the [Import Exhibits] option. Once the new exhibits are imported they can be selected through the Exhibits drop-down and added to the list.

Reorder Exhibits

The order in which the Exhibits display in the Narrative can be changed through a drag and drop feature. Select and click an individual exhibit and drag the cursor to the desired location.

Remove Exhibits

Exhibits can be removed by selecting the Delete ( ) option which aligns with the exhibit being removed. If all exhibits need to be removed from the Narrative, use the [Remove All] option.