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 to Edit or View the Plan

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