Once you have added your plans to your batch, there are several functions available to you.
Delete a plan from the list - if you have added a plan by mistake, you can remove the plan from your batch. First, select the plan and then click on the "Do with selected" drop down and choose "Remove".
Edit Plan parameters - if you would like to update certain parameters that affect the Annual Notice, you can do this within your batch. Click on the "Batch Edit Plan Grid" link located under the "Batch Options" menu.
Click on the "Grid View" button and select "Annual Notice" from the drop down. The software will display all the parameters that may be updated from the checklist.
For additional assistance with the grid, you can click on the "Grid Key" in the upper right. This key will provide an explanation of the shading in the grid. For an explanation of the column header and which question is linked to the plan document checklist, you can click on the "Grid Help" link.
You can also update certain parameters by clicking on the "Do with selected" button at the bottom and select "Change columns" from the drop down. You will want to first select the plans that you want to update.
Then select the check box for the parameter that you want to update and then click "Ok" at the bottom of the menu. The software will update all plans selected.
Change batch name - if you would like to change the name of your batch, you can do so by clicking on the "Edit Batch Name" link located under the "Batch Options" menu.
Type in the new name and click the "Change name" button.
