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How to edit your Operations and Baseline Year information

Understand a bit more about making edits to your operations and baseline year

Jordan Edrich avatar
Written by Jordan Edrich
Updated over a week ago

A step by step guide:

Step 1: Open your ‘Operations’ section from the dashboard

You can find the operations section from the left hand toolbar in the dashboard, as you can see in the video below.

Step 2: Click on ‘Edit’ for any area you need to change

For example, if you made a mistake on the number of employees your business has, you can go down to ‘People’ click on ‘Edit’ and navigate through the questions to make the correct alterations (as shown below).

Step 3: Click ‘Save and continue’ and review your summary

Once you’ve made the changes, click on Save and Continue - you will be taken back to the Summary page. This will automatically update to reflect any changes you’ve made, as will the dashboard!

If you need to make changes to information you entered for the Baseline Year, you can also do this. Just find the Baseline Year section from the left hand toolbar in the dashboard, as you can see in the video below. Then just simply follow Steps 2 and 3.

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