Open Plan

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.

Optional Data Fields- May be turned on/off from the General tab of the Options menu under Utilities.

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.

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