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,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.