Sending a Fitness & Propriety Assessment back for Remediation

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Overview

User Account Requirements

Navigation

Sending a Fitness & Propriety Assessment back for Remediation


Overview

After a Fitness & Propriety Assessment is sent for review a Compliance Officer can do a final review and complete the assessment.


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.

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Home Dropdown Menu

  1. Click the SMCR Management link.

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SMCR Management Link

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

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F&P Assessment Tab

  1. 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.

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F&P Management Link

Sending a Fitness & Propriety Assessment back for Remediation

  1. From the F&P Assessment screen, review the contents of the assessment.

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F&P Assessment Screen

  1. Fill out missing information requests or comments that you want the employee to see in the Comments field.

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Comments Field

  1. Click the Request More Information button to return the F&P Assessment to the employee.

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Request More Information Button

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