Guide - Create Plans

Manually Create Plans:

  1. Type in the name of the plan as you want it to appear on the report headers.
  2. Click on the Create button and the value will appear in the right hand box.
  3. Repeat steps 1-3 for all plans.
  4. Once the above steps are completed, link the values in the left box to the appropriate plans in the right box using the drag and drop method or the Add button.
  5. Click the Save button. 
  6. Once complete, in the bottom left navigation pane, click Job Table.

Automatically Create Plans:

  1. The values in the left hand box are derived from all five sets of data imported.  They are the values that are brought in from each set of data's Selection Site column.
  2. If the values brought in are only those of the actual plan names to be created, then you can create the plans automatically.
  3. Click on the Auto bubble.
  4. Click the Generate Plan button.
  5. myAAP will automatically create a plan for every value on the left hand side and move it over to the right hand side.
  6. Once complete, in the bottom left navigation pane, click Job Table.

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