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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.

MASTER PLAN SETTINGS

In this step, you are creating the Master Plan. The plan codes, establishment name, and other plan specific information for your sub plans will be set in the Plan Codes page.

Select Audit Status

The Audit Status should be checked for any sub plan created that is currently under audit. This information is later used for the BALANCEhub Dashboard. When you indicate on this screen any sub plan that is currently under audit, then you will be able to view and filter on these audit plans in the BALANCEhub Dashboard.