There are two ways you can add a custom Advice Option (AO) or Advice Reason (AR) to a step of a section wizard.


1. Via the Advice Options & Reasons Library 


From your dashboard go to customisation > advice options and reasons, select the relevant section and step, and the AOs and / or ARs of that step will be displayed much like this:



If a step has both AOs and ARs, you can view the ARs for an AO, and add a custom AR to it, by clicking view advice reasons.


To add an AO or AR, click add advice option or add advice reason. You will be directed to a new page where you will be prompted to include your custom advice option or reason and save it.


2. From within the section wizard


It's also easy to add a custom advice option or reason to a step  from directly within the section wizard. Simply click add advice option or add advice reason within the step page.



You will be directed to a new page where you will be prompted to include your custom advice option or reason and save it. If you only wish to include your custom advice option or reason in that report click save. However, you can also save it to your Advice Options & Reasons Library - so it is available for selection in other reports - simply check add to Advice Options & Reasons Library and click save.


 Once you have added your AO or AR to your Advice Options & Reasons Library, you can manage it i.e. edit it, delete it, hide it or share it (depending upon your role and permissions).