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Plan Information

KEY TOPICS:

  • Review Plan Information
  • Archive Setting
    • About the Archive Setting
    • How Archiving Works
    • Change the Default Archive Setting
  • Allow Berkshire Technical Support to View/Edit Plan

Review Plan Information

The Plan Information screen displays the entries made when the plan was created, using this tab: Create Plan. As described below, additional settings are also available.

Archive Setting

About the Default Archive Setting

The system’s default setting for Plan Archive Date is automaticallyauto-filled shown in into the Plan Information > Plan Dates menu.menu; currently the setting is three years. For a Master Plan with sub-plans, plan archiving is controlled by the Master Plan's Plan Information setting.

Because the displayed entry is based on OFCCP regulatory requirements for records retention (which is currently three years),, it is recommended plans remain accessible in the system for at least the required time period.

Quick Tip: For users with multiple single plans (not organized under a Master Plan), it is recommended that all plans for a year have the same Plan Archive Date.

How Archiving Works

Plans are organized by year on the Open Plan list. When the Plan Archive Date for a plan is reached, plan access will expire. A system notification will alert the plan owner (or the Administrator), providing ample time to: Export the Plan. However, you may extend the active plan access period, as described next.

Note: TheAn archived plan will be available for retrieval by Berkshire's Product Support for an additional two years. If you have questions about archiving, please contact Product Support.

Change the Default Archive Setting

Click on the current Plan Archive Date entry; then, select a new date from the provided calendar.

Allow Berkshire Support to View/Edit 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 feature may be edited at any time.

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