Setting a Statement of Responsibilities to live

Once a Senior manager's statement of responsibilities is set up and everything is correct this will need to be set to a live state.

Go to the Draft SoR, which shows in orange on the individual's profile, and click to view.

Click continue.

You now have the option to have the SoR approved and select by whom as shown below. This may include a reviewer and or the Senior manager. You can also choose who to notify when the SoR is set to live following review/approval.

The senior manager will receive an email similar to the below and will be required to click the link to Approve/Reject the SoR.

They will be taken to the SoR with the Approve/Reject buttons.

When a reviewer has been selected they will be notified and asked to Approve/Reject before this is sent to the senior manager for approval.

Or you can select to not approve the SoR and confirm whether it requires submission to the regulator or not, and again who if anyone will be notified once the SoR goes live.

The live SoR now shows in green on the individual's profile.