On Dashboard*, select Setup from the top-hand menu.

Local variables are organised into three categories: Organisations; Local settings; and, Website links. 

The category header helpfully indicates a percentage of how complete the setup process is. 

Click on a category header to access a list of variables to update. For example:

  • In Organisations, click on Adult social services, a new window opens
  • Click on the + button
  • Enter details in the relevant fields
  • Once complete, click Done, or Next to move onto the next Organisation

You also have the option to add more than one organisation.

  • Click on the + button to add another
  • Slide the up/down arrows to choose the order to display the information in AdviceAid.

Local settings enables you to toggle your status as a Stock Holding Authority. 

When updating Website links, click Show Snippet Preview to see how the information is displayed in AdviceAid.

*For a guide on Getting Started with the Dashboard, see this help topic.