Article Content
Starting a Single F&P Assessment
Overview
Compliance Officers can notify an employee regarding an assigned F&P assessment. The Employee will receive a notification that a Fitness & Propriety Assessment 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
- 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 the F&P Assessments tab.
F&P Assessment Tab
- From the F&P Assessments screen, click the F&P Management link under the Management Assessments section.
F&P Management Link
- From the F&P Management screen, click on a F&P Assessment that is in a Not Started state, from the Fitness and Propriety Assessment table.
F&P Assessment Link
Alternate 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 the F&P Assessments tab.
F&P Assessment Tab
- From the F&P Assessments screen, click an F&P Assessment link that is in the Not Started state under the Pending Review section.
Note:
Enter an employee name in the Search field to narrow down the search results.
F&P Management Link
Starting a Single F&P Assessment
- From the Create a new Fitness and Propriety Assessment screen, click the Begin button to start the F&P Assessment and send the employee a notification, so that they can fill out the assessment.
Begin Button
- A notification banner will appear indicating that the F&P Assessment is started, and the employee should have received a notification.
Notification Banner