Plan Information

KEY TOPICS:

• Review Plan Information
• Allow Berkshire Technical Support to View/Edit Plan

The Plan Information screen displays the entries made previously when creating the plan. For more 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.

Allow Berkshire Support to View/Edit the Plan

Two checkboxes on the General Information menu allow the user to give Berkshire permission to either view or edit the plan.