Copy and update an Inventory Management Plan Form
Copy and update an Inventory Management Plan Form
This guide provides step-by-step instructions on how to copy and update an Inventory Management Plan form. It is useful for company level admins who need to copy existing forms for different years and make changes to them.
1. Navigate to https://app-staging.northstarcarbon.com/companies/edit/1
Tip: This feature is only available for company level admins.
2. Once you are in the Years of reporting tab, simply select the year, where you would like to copy the IMP.
3. Now, select the year from the dropdown menu where you'd like to copy the form.
4. Once you click the "Yes" button, the form will be copied.
5. Now you need to navigate to the Inventory Management Plan page.
6. You can select which year you would like to edit from the global year filter.
7. At this point, everything is prepared. You can now make any necessary changes.
8. Once you finished, save the form.
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