Article Content
Completing a Fitness & Propriety Questionnaire
Overview
A Compliance Officer can send a Fitness & Propriety Questionnaire back to the employee to request more information, if required.
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 F&P Questionnaires tab.
F&P Questionnaire tab
Completing a Fitness & Propriety Questionnaire
- From the F&P Questionnaire screen, click a questionnaire within the In Progress section.
Questionnaire Link
- From the F&P Questionnaire screen, review the contents of the questionnaire.
F&P Questionnaire Screen
- Click the Validate button to complete the F&P Questionnaire.
Validate Button
- The Fitness & Propriety Questionnaire will move to the Complete section on the F&P Questionnaires screen.
Complete F&P Questionnaire