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Plan Information

In

KEY the Plan Information section: TOPICS:

  • Review Plan Information for Regular and Master Plans
  • Confirm EEO Schedule
  • Confirm Collection of IWD/Veterans Data
  • Allow Berkshire Technical Support to View/Edit Plan

The Plan Information screen displays the entries you made previously when creating the plan. For more information about those menu options,information, see: Create Plan.

Quick Tip: Access the Plan Information > General Information menu in the event you would like a Berkshire Technical Support specialist to access the plan while assisting you.

If any updates are made, click the [Save] button at the bottom of the page.

Note: The setting to display audit status for sub plans on the BALANCEhub Executive Dashboard can only be set during Master Plan creation.

MASTER PLAN SETTINGS

In this step, you are creating the Master Plan. The plan codes, establishment name, and other plan specific information for your sub plans will be set in the Plan Codes page.

Select Audit Status

The Audit Status should be checked for any sub plan created that is currently under audit. This information is later used for the BALANCEhub Dashboard. When you indicate on this screen any sub plan that is currently under audit, then you will be able to view and filter on these audit plans in the BALANCEhub Dashboard.