Article Content
Setting the Next Assessment Date
Overview
Compliance Officers can set up an automatic Fitness & Propriety Assessment date, which will send out assessments to all employees on a specified date.
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 on the F&P Assessments tab.
F&P Assessments Tab
- From the F&P Assessments screen, click the Fitness & Propriety Management link under the Management Assessments section.
Fitness & Propriety Management Link
Setting the Next Assessment Date
- From the F&P Management screen, scroll to the bottom of the screen and click the Next Assessment Date field and select a Date from the Calendar pop-up.
Note: Remove the Date from the Next Assessment Date field to stop from automatically sending out assessments to employees.
Calendar Pop-up