I'm working on setting up a bunch of Plans for the upcoming fiscal year and I'm seeing inconsistency in the Worker on a lot of these Plans. Between Start dates, dollar amounts, and Workers I had many groupings and re-groupings and I had a bit of a false start when it came to adding Workers. I accidentally ran Plans Maintenance in update but then in Add later when I was adding the Worker. It looks like everyone now has a Worker on their Plans, but some are not marked as Primary and so are not visible without clicking into the Plan, and they are not visible in my output set either.
I've searched the forums and Help System for anything that might help here, but I'm kind of coming up empty handed. For now this is just in our test system, but when I do this in Live Id' love to not repeat this mistake...whatever it may be.
Are there any ideas out there?
Jenny