Plan Information
KEY TOPICS:
- Review Plan Information
- About the Default Archive Setting
- 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.AdditionalAs described below, additional settings are available, as described in this article.available. If any updates are made, click the [Save] button at the bottom of the page.
About the Default Archive Setting
The system’s default setting for Plan Archive Date is shown on the Plan Dates menu. 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.When the Plan Archive Date is reached, the plan will no longer be accessible or shown in Plan lists. However, a system notification will alert the plan owner (or the Administrator) prior to the Plan Archive Date. You may extend the plan access period, as described next.
Note: If you have questions about archiving, please contact Berkshire's Product Support.
Change the Default Archive 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.