Plan Information

KEY TOPICS:

  • Review Plan Information
  • Administering the Plan Archive Date
    • About the Default Archive Setting
    • How Archiving Works
    • Change the Archive Setting

Review Plan Information

The Settings > Plan Information screen displays the entries made when the plan was created, using: Create Plan.

This screen gives you another opportunity to review the plan's basic framework, before moving on to developing the AAP and its analyses.

Quick Tip for Audit Plans: If a plan comes under OFCCP audit, return to this screen, and check the box in answer to the question: Is this plan under audit? Accordingly, the plan will be highlighted on the Recent Plans and Open Plan tabs.

Quick Tip for Master Plans: Stop at Plan Information in each sub plan to personalize the identifying information for each location.

Administering the Plan Archive Date

About the Default Archive Setting

On the Plan Information > Plan Dates menu, the system will auto-fill the Plan Archive Date, in accordance with current OFCCP regulations for records retention. (Currently the setting is three years.) It is recommended that plans remain accessible in the system for at least the required time period.

Note for Master Plans: Plan archiving for the associated sub plans is controlled by the Master Plan setting.

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

When the Plan Archive Date for a plan is reached, plan access will expire. Prior to the Plan Archive Date, the plan creator or System Administrator can: Export the Plan. However, the access period for a plan may be extended, as described next.

Note: An archived plan will be available for retrieval by Berkshire's Product Support from the Berkshire archive for up to an additional two years. After the archive period, the information will be permanently deleted. lf you have questions about archiving, please contact Product Support.

Change the Archive Setting

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

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