Swapping or editing a Job

Important note: Job swapping risks loss of data in transition, please only swap concluded jobs that aren't required to rollover and ensure you export to zip file so you have a record of it. 

 

The Trust Initial Compliance Review and Trust Annual Compliance and Administration templates are designed to be linked together, so data will safely transfer between these jobs.

To swap a job, click on the pencil icon of the job.

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Then simply select the Trust Annual Compliance and Administration template and Save.

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