Open Plan
file:OpenPlan1.jpg
General Information
This allows the user to select a plan to work with. The window can be accessed by clicking the Open Plan icon on the toolbar. To open a plan quickly, the user may double-click a plan in the list. If you right-click on a plan, the Plan Information window will appear that will allow you to view and edit the plan information.
Controls
- Search
This text box will allow the user to search for a plan quickly in the list based on criteria typed in the box.
- Create a New Plan Button
This button will allow the user to add a new plan to the company. Users wishing to add a plan from another version of The Complete AAP may create the plan shell before restoring or upgrading a plan into the company.
- Work With All Plans Button
This button allows the user to perform most activities to all plans within a company without selecting a individual plan.
- Select Plan
This button allows the user to select a single plan.
- Cancel Button
Closes the open Select a plan to work with window.
Data Fields
Plan Code – The unique code to identify the plan and may contain up to 10 alphanumeric characters.
Plan Name –The unique name for a plan containing up to 150 characters.
Identifier – Up to 10 characters to help distinguish one plan from another.
- of Emps – Employee count from workforce import and manually added employee records.
State – State shown on Plan Information Narrative tab.
Zip – Zip Code shown on Plan Information Narrative tab.
Address 1 – Address 1 shown on Plan Information Narrative tab.
Address 2 – Address 2 shown on Plan Information Narrative tab.
City - City shown on Plan Information Narrative tab.
Goals – A green shaded icon indicates the plan has no goals, red indicates the plan has goals and blue indicates the report hasn’t been run.
Adv. Imp. - A green shaded icon indicates the plan has no Adverse Impact, red indicates the plan has Adverse Impact and blue indicates the report hasn’t been run.
Comp. - A green shaded icon indicates the plan has no potential compensation issues, red indicates the plan has potential compensation issues, and blue shading indicates the report hasn’t been run.
