Article Content
Overview
User Account Requirements
Navigation
Completing a Fitness & Propriety Assessment
Overview
A Compliance Officer can complete a Fitness & Propriety Questionnaire.
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 an F&P Assessment link that is in the Fitness and Propriety Review 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
Completing a Fitness & Propriety Assessment
- From the F&P Assessment screen, review the contents of the questionnaire.
F&P Assessment Screen
- Click the Complete button to complete the F&P Assessment.
Complete Button
- The Fitness & Propriety Assessment will move to the Complete section on the F&P Assessment screen.
Complete F&P Assessment