Plan Information
KEY TOPICS:
- Review Plan Information
- Archive Setting
- About the Archive Setting
- How Active and Archived Plans are Organized
- Change the Default Archive Setting
- Allow Berkshire Technical Support to View/Edit Plan
Review Plan Information
The Plan Information screen displays the entries made when the plan was created, using this tab: Create Plan. As described below, additional settings are also available.Archive Setting
About the Default Archive Setting
The system’s default setting for Plan Archive Date is automatically shown in the Plan Information > Plan Dates menu. For a Master Plan with sub-plans, plan archiving is controlled by the MasterQuick Tip: For users with multiple single plans (not organized under a Master Plan), it is recommended that all plans for a year have the same Plan Archive Date.
How Active and Archived Plans are Organized
Plans are organized by year on the Open Plan list. When the Plan Archive Date for a plan is reached, plan access will "move" from the Open Plan > [Year] list to the Open Plan > All Plans list, where it will be available for an additional two years. A system notification will alert the plan owner (or the Administrator), providing ample time to: Export the Plan. However, you may extend the active plan access period, as described next.Note: If you have questions about archiving, please contact Berkshire's Product Support.
Change the Default Archive Setting
Click on the current Plan Archive Date entry; then, select a new date from the provided calendar.Allow Berkshire Support to View/Edit 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 feature may be edited at any time.
If any updates are made to Plan Information, click the [Save] button at the bottom of the page.