Plan Information
KEY TOPICS:
- Review Plan Information
- Allow Berkshire Technical Support to View/Edit Plan
Review Plan Information
The Plan Information screen displays the entries made previously when creating the plan. For more information, see: Create Plan. If any updates are made, click the [Save] button at the bottom of the page.About the Default Archive Setting
The system’s default setting for Plan Archive Date, as shown in the Plan Dates menu,When the Plan Archive Date is reached, the plan will be hidden. However, a system notification will alert the plan owner or system Administrator prior to the Plan Archive Date.
You may extend the plan access period, as described next.
Change the Default Archive Setting
Click on the current Plan Archive Date entry; select a new date from the provided calendar; and click [Save] at the bottom of the page.Allow Berkshire Support to View/Edit the Plan
If you need technical assistance from Berkshire, it may be helpful to give Berkshire permission to view/edit the plan while assisting you.Navigate to the Plan Information > General Information menu, and select one of the following options:
- Allow Berkshire Tech Support to view my plan.
- Allow Berkshire Tech Support to edit my plan.
This setting may be edited at any time.