Article Content
Creating a Fitness & Propriety Assessment Through the Employee Screen
Overview
A Compliance Officer can record the last F & P Assessment certification date for an employee.
User Account Requirements
The user account used to log into Kroll's Managed Compliance Software must have Compliance Officer permission to access the SMCR Management section.
Navigation
- From the Home screen, click on the Home dropdown menu.
Home Dropdown Menu
- Click the SMCR Management link.
SMCR Management Link
- From the Employees screen, click an Employee link.
Employee Link
Creating a Fitness & Propriety Assessment Through the Employee Screen
- From the Employee screen, scroll to the Fitness & Propriety section.
Fitness & Propriety Section
- Click the Add icon.
Add Icon
- From the Create a new Fitness and Propriety Assessment pop-up, click the Create button.
Create Button
- The Create a new Fitness and Propriety Assessment pop-up will close and the new assessment will appear under the Fitness and Propriety section.
Assessment