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To edit an existing batch, select “Edit Advice Batch” under the Operations menu against a given row. This will cause a popup modal to appear allowing you to alter the batch details.

To upload a new advice batch, click the   icon and select the new CSV file to upload, then select “Upload and Verify CSV File”. Alternatively, if you would like to only update the batch details, select “Update Batch Details Only”.

To remove existing advice, select “Delete Advice Batch” under the Operations menu in the given batch row. This will then prompt you for confirmation before deleting. Select “Delete Batch” to continue.

Edit and Delete Advice Batch