To begin, navigate to the Assessments area and select between Fit & Proper, Attestation, or Screening assessments.

All of these options function similarly, so for this example, we'll choose Fit & Proper. Click on the Manage Sections and Questions button.

Creating a New Section

To create a new section, select the New Section button located on the right-hand side.
Provide a name for your section, such as Line Manager Questions.

You can configure this section to be relevant to a specific firm, all firms, a particular regime, or all regimes. Once you have entered the relevant details, click Create.

The new section will be added to the list of custom sections.

Optionally, you can reorder these sections using the Order Sections button by clicking and dragging to rearrange them.

Creating a New Question

From the Manage Sections and Questions page, there is an option on the right to Create Question.
Selecting this option will open the question creation page where you can configure settings for the question.

Section: Choose the section under which this question will appear (e.g., Line Manager).

Question: Enter the text of the question, which can include formatting and links if needed.

Question Type:

• Yes/No: The assessee must select either yes or no. You can specify which response will be considered a pass.
• Statement: This type does not require a response but can be acknowledged by the individual and is useful for providing information.

Documentation Required to Pass:

• Yes: Documentation is mandatory.
• No: Documentation is optional, though it can still be added.
• Not Available: No documentation can be added for this question.

Additional Details:

• Always required: Documentation is mandatory for completion.
• Required if response results in a pass: Documentation is required if the answer matches the pass criteria.
• Required if response results in a fail: Documentation is required if the answer matches the fail criteria.
• Optional: Additional details are displayed but not mandatory.
• Not available (hidden): Additional details will not be displayed.

Automatically File Documents:

• Yes: You must specify a documentation folder, and optionally, a document type.
• No: No documentation folder is required.

Filter Options:

• Firm: Filter the question to a specific firm or all firms.
• Position: Filter the question to a specific position or all positions.
• Regime: Filter the question to a specific regime or all regimes.

Advanced Options:

• Stage: Set the stage for the question (e.g., stage 2 will display it in the second stage of the assessment).

Review Comments:

• Always Required: The reviewer must always add comments for this question.
• Required if response results in a pass: Comments are required if the assessee’s response matches the pass criteria.
• Required if response results in a fail: Comments are required if the assessee’s response matches the fail criteria.
• Optional: Comments can be added but are not mandatory.
• Not Available (hidden): The option to add comments is hidden from the reviewer.

Self-Assessment Only:
Marks the question as only assignable to the individual being assessed.

Template Only:
Limits the question to be available when using a specific template.

Once all configurations are complete, click Create.