Under the individual's profile, access the F&P or Attestation section. Choose the relevant section based on the type of assessment, as these functions operate similarly.

Select Start to initiate the assessment process.

You will then be prompted to set the "Assessment Forward Date Valid From." This date represents the start of the assessment's validity period, regardless of when the review itself is completed.

Configuring the Assessment Template

After initial setup, click Continue. On the next page, you will configure the assessment template using one of two options:

• Use Template:
  Choose an existing template for the assessment.
• Automatically Assign:
  Assign questions based on predefined filters at the question level (e.g., questions specific to senior managers will only be assigned to relevant individuals).
  

When choosing Use Template, you will be prompted to select from two options:

• Assign All Questions in the Template to Each Individual:
  This option ensures that every question in the selected template is assigned to the individual in the assessment.
• Only Assign Questions Relevant to Each Individual:
  This option assigns questions based on each individual's role, position, or other specified criteria. For example, if certain questions are designated for senior managers only, they will be assigned exclusively to individuals with that role.

Configuring Question Respondents

Click Continue to configure question respondents. You can:

• Update respondents (e.g., Assessee, Line Manager, Regulatory Manager).
• Add other respondents using the Add Other Respondents button.
• Assign questions based on the selected respondents.

Setting Due Dates and Notifications

You can set due dates for each section of the Fit & Proper assessment or an overall due date that applies to all sections.

Additionally, there is a Warning Notification option, allowing you to specify the number of calendar days before the due date that a warning notification should be sent to the respondent. This can be left blank if no warning is needed.

Configuring Reviewers

In the Reviewers tab, you can choose to have a first reviewer only or both a first and second reviewer based on your configuration.

You can also optionally set a review due date:

Completing the Assessments

After reviewing the summary of all configurations, click Complete. The system will process and send out the assessment via email. Users do not need system access and can respond through token access by clicking the link in the email.