Assessment is out of date

There are two ways to determine whether your assessment needs to be updated: . 

1. Fiscal year end date update through the Home tab

2. Assessment track update through the Measure tab 

3. Fiscal year end date update through the Setup tab

Fiscal year end date update (Home tab)

• If your company’s fiscal year-end date is 12 or more months old, a yellow banner stating "Your assessment is out of date" will appear at the top of the Home page.

• Click on the “Update now” button on the banner.  This will take you to the Customize your assessment page, where you can update the fiscal year end date and associated  revenue questions, as shown in the image below.

• If needed, you may also choose to update other previously answered questions on the  Customize your assessment page. 

• Once the changes are saved, the Results page will reflect the updated information.  

Assessment track update (Measure tab) 

•  Another way to update track information is by navigating to the Measure tab from the left hand  menu and selecting the “Update” button on the Track Details card.

The “Update” button navigates to the Customize your assessment page, where you can update your track information. 

Fiscal year end date update (Setup tab)

• If your company is on the certification journey and has a fiscal year end date that is 12 months or older, you can update the fiscal year end date through the Certify > Setup tab.

• When you navigate to the Setup tab,  you will see a yellow banner stating “Your assessment is out of date” in the  Scoping: Customize your assessment section.

• Navigate to the Scoping: Customize your assessment section to update the fiscal year end date and revenue questions, considering all related entities in scope of the assessment.

• If you update additional information beyond the fiscal year or revenue-related questions,  on the Customize your assessment page, you may receive a new track. If you receive a new track, you will see the alert “New assessment questions unlocked” on the Results page.

The B Impact Assessment becomes locked when Fiscal year end date is 18+ months old

• When the company’s fiscal year end date is 18 months or older, the B Impact Assessment will become locked. You can still view the assessment questions, but you will not be able to edit your  answers

• There will be a gray alert on the Home page of B Impact. If you click on the Update now button, it will navigate to the Customize your assessment page, where you can update the fiscal year end date to unlock your assessment.