Support guides and articles for Comply Accountability and Comply for T&C
Comply Accountability Support Guides
Assessments
Bulk Issuing Assessments
Issuing Individual Assessments
Adding Sections and Questions
Creating an Assessment Template
Assessment Notification Settings
Assessment Default Dates/Periods
Reviewers Configuration
Bulk upload assessment answers
Amending assessment in progress
Good practice for annual assessments
Setting Assessments back to previous state
Send an assessment back to a respondent
Completing an assessment review
Responding to an assessment
View Previous Responses in Assessments
Amending Sections and Questions
Audit
Firm Audit
Individual Audit
Individual Settings Audit
Committee Audit
Background Screening
Background Screening Configuration
Updating Background Screening Dates
Background Screening Widget
Branding
Add Branding to Certificates and/or Statements of Responsibilities
Add Branding to system emails
Certification
Issue a Certificate
Bulk Issue Certificates
Amend a Certificate
Certificate Renewal Wizard
Certificate Defaults
Committees
Creating Committees
Updating Committee Details/Membership
Conduct Breaches
Configuring Conduct Breaches
Recording a Conduct Breach
Exporting Conduct Breaches
Dashboards
Create custom dashboards
Setting a Default Dashboard
Amending Dashboards
Delegation
Start a Delegation
Edit an active Delegation
End a Delegation
Documents
Create a Document Folder
Attaching Documentation to an Individual Profile
Adding documents to the system
Setting up Document Reviews
FCA Directory
Turning on change notifications
Firms
Create a New Firm
Adding Firm Contact Details
Functions
SMF functions
Assign SMF functions
Record SMF approval dates
Marking Functions not applicable
Handovers
Create a draft Handover
Implement a Handover
Complete and close a Handover
Amending Handovers
Individuals
Add a new individual
Update an individual
Creating Additional Fields
Deactivate an individual
Data Feed Exceptions Page
Individual Settings - Adding Departments & Locations
Key Functions
Key functions
MRM
MRM Live and Draft Versions
MRM Branding
My Profile / Settings
Email preferences
Reasonable Steps
Customise reasonable steps
Set up reasonable steps for an individual
Responsibilities
Creating Custom Responsibilities
Statement of Responsibilities
Creating a Statement of Responsibilities
Setting a Statement of Responsibilities to live
Making an amendment to a live Statement of Responsibilities
System Settings
System settings - Email templates
System settings - Group emails
System settings - Email Redirect (Training mode)
System settings - Company logo
Temporary Cover
Start a Temporary Cover
Temporary Cover Hand Back
Training
Training Category Configuration
Logging a Training Record
Bulk Importing Training Records
User Management
Create a user
Link an Individual To a User Account
Deactivating users
Amend User Permissions
Troubleshooting Guide
MRM Generation Issues
Unable to set a SoR to live
System not allowing deactivation of a record
Reports
IAR Reports
System Individual Export
Comply for T&C Support Guides
Activities
Assigning Activities
Updating Supervisory Assessments
CPD
CPD Overview
Recording CPD
Events
Events Overview
Create a New Event
Create a Journey
Groups
Create a New Group
Create a New Group Type
Add People to a Group
Policy
Policy Overview
Policy Exceptions
Reporting
Report Builder Overview
Creating and Managing Reports
System Configuration
Archiving Rules
Email Notifications
Exception Configurations
User Management
Create a New User Account
Create a New Person Record
Link a User To a Person Record
Release Notes
Comply Accountability
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Comply for T&C
Planned Hardware and Software Maintenance Schedule PRM 2025
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PRM UAT Release Notes (18/11/2024)
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Release Notes
Comply for T&C
PRM Live Release Not...
PRM Live Release Notes (30/04/2025)
Release notes for version V1.135.2

Summary of Changes

Support Issues

  • Journey steps not being counted as completed
  • Text cutting off on 121 action rationale

 

If you have any questions or need some further information on the recent changes please get in touch: [email protected]

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