Re-assessment all Employee F&P Questionnaire

Article Content

Overview

User Account Requirements

Navigation

Re-Assess all Employee Assessments


Overview

Compliance Officers can force a re-assessment of all employee F&P Questionnaire by clicking the Re-Assess Employees button. Any assessments in the Complete state will transition to the Assessment state and all applicable employees will receive a notification that an F & P Questionnaire needs to be completed.

By selecting the Re-Assess Employees button, any assessments that are currently in a Complete state will transition to Assessment and notify the applicable employees their F&P Questionnaire needs to be completed.


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 

  1. From the Home screen, click on the Home dropdown menu.

Home dropdown menu.png

Home Dropdown Menu

  1. Click the SMCR Management link.

SMCR Management Link.png

SMCR Management Link

  1. From the Employees screen, click on the F&P Assessments tab.

F7P Assessments Tab.png

F&P Assessments Tab

  1. From the F&P Assessments screen, click the Fitness & Propriety Management link under the Management Assessments section.

F&P Management Link.png

Fitness & Propriety Management Link

Re-Assess all Employee Assessments

  1. From the F&P Management screen, scroll to the bottom of the screen and click the Re-Assess All Employee button.

Reassess Employees Button.png

Re-Assess All Employee Button

  1. A Notification banner will appear at the top of the screen indicating that the Begin Assessment function is complete.

notification Banner.png

Notification Banner

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