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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.

Review/Change Default Archive Setting

The system’s default setting for Plan Archive Date, as shown in the Plan Dates menu, meets regulatory requirements for records retention.

To change this 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.