The Edit Plan page is where you update plan specific data. In the top left, you will see basic information about the plan, including:
- Company Name
- Plan Name
- Checklist type
- Employer Identification Number, Plan Number, and Plan Year End ("EIN", "PN", and "PYE" respectively)
- Company ID - this is a unique ID for the company assigned by a User with Designated Admin permissions
- Plan ID - this is a unique ID for the plan assigned by a User with Designated Admin permissions
PLEASE NOTE: If you have Designated Admin permissions, a pencil icon will appear next to the ID field. Click on the pencil icon to edit the field. Your entry will automatically save.
