Create / Edit / Delete a Plan Container

Plan containers may be created any time after the parent data container is created.  However, a plan container may not be accessed until data has been imported into the data container and transferred to the plan container.  If you are creating plans of different types (see below) then you may have more than one plan container under a single data container.

The File menu on the toolbar at the top of the screen also has options for Create Plan Container, Edit Plan Container, and Delete Plan Container.

Create Plan Container

Selecting Create Plan Container will display the screen where you can enter options for the new plan container.

Plan Container Name - Enter a name for this plan container.  This can be whatever descriptive text you like, and will not appear in any plan reports.

Plan Container Type - Select the desired type of container:

• Establishment - This container type allows employees to be assigned to plans by the Selection Site.  Selection sites are assigned to plans, as appropriate, in the Create Plans stage.  This method is how most contractors develop plans, and is suitable for multi-site employers who need to split employees into multiple plans based on the employee's selection site, as well as employers with a single site.
• Functional - This container type is used by employers that wish to split their employees into multiple plans based on organizational unit (i.e., business unit, division, or department).   
• Plan Splitter - This is a field selected from the imported employee file (Organizational Unit 1, 2, 3, 4, or 5), and is chosen here.  The contents of the field selected here will be the values listed in the Create Plans stage.  These plans may cross selection site lines.  Be sure that the imported employee file includes data in the Organizational Unit fields if you plan to use this option.
• Rollup - This container type is used to create a single plan that includes all employees, regardless of any other criteria (i.e., selection site or organizational unit).  This option may be used to create additional plans that will not necessarily be submitted to controlling authorities, but may be used for in-house analysis and planning.

IMPORTANT: A plan container can only include plans of the same type.  For example, if you wish to create establishment plans based on selection site, and also create a rollup plan to include all employees, then you will need to create two plan containers.  Both plan containers will use the data imported to the parent data container.

Prior Plan Container - Choose a plan container to link reports that look at information from a previous plan year.

Default Utilization Test - Choose the utilization test that will be used in reports created by the Action Center.

Plan Container Report Titles - Choose how gender and race titles will appear in your reports.  These will default to the standard, recommended values.

Click the Save button on the toolbar when you are done and your new plan container will appear in the navigation tree.

Edit Plan Container

Selecting Edit Plan Container will display the same screen for creating a plan container.  You may edit any of the information that was entered when the container was created, and click the Save button on the toolbar when you are done.

NOTE: Plan Container Type cannot be changed after the container has been created.

Delete Plan Container

To totally remove a plan container, select the desired plan container in the navigation tree, then select Delete Plan Container from the File Menu in the toolbar.  The selected plan container and any plans in that container will be removed completely.

NOTE: Deleting a plan container will not delete imported data from the data container.