Assessment is out of date

There are a few ways you can find out your assessment is out of date. 

1. Fiscal year end date update via the Home tab

2. Track update via the Measure tab

Fiscal year end date update via the Home tab

• You will see a yellow alert “Your assessment is out of date” at the top of the Home page when their company’s fiscal year end date is 12 or more months old. 

• Click on the “Update now” button as shown in the image above , you will view a page with your Customize your assessment information. It is required to update the fiscal year end date and revenue questions on the picture below.

• You can view previous answers for the other questions in Customize your assessment and have the option to update these answers

• Once the changes are saved, the updated information will be shown on the results page.

Assessment fiscal year update via the Measure tab

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

The “Update” button navigates to the Customize your assessment section and you can update track information in that section.

Fiscal year end date update via the Setup tab

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

• When you navigate to the Setup tab, they will view a yellow alert “Your assessment is out of date” in the section Scoping: Customize your assessment.

• When you navigate to the section, it will be required to update the fiscal year end date and revenue questions, considering all entities in scope of the assessment

• If you update additional information beyond fiscal year/revenue info on the Customize your assessment page and receives a new track, you will see the alert New assessment questions unlocked in their Results page

BIA becomes locked when Fiscal year end date is 18+ months old

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

• There will be a gray alert on the Home page of B Impact (Figure G). If you click on the Update now button, it will navigate to the Customize your assessment page