Updating ALL IA Names / Cert #s on AD Compliance Report Line Items

One question we get on AD Reporting is "How do I update or remove the IA name and certificate number on the AD compliance line items?"

Within the AD Report Prep page, users have the ability to change and update this in multiple ways:

1. Update the cover page on who prepared the report
2. Update ALL the names and certificate #'s across all line items in one swoop
3. Remove ALL the names and certificate #s across all line items in one swoop

To accomplish the above, within the AD Report Page, navigate to the "Report By" section in the upper right and click on the blue pencil icon:

A window will pop-up allowing users to change the report prep info and an option to

1. Add that name to ALL the AD records in the report
2. Remove the IA name/cert from ALL report lines (Red Button)

If you choose to change the info - click the purple "SAVE CHANGES".

If you choose to REMOVE the IA name/cert, click the RED BUTTON.

If you made any changes in error, don't panic: you can always re-add, or edit it again.