To create a new template, start by going to Assessments and select Fit & proper (or Attestation since both function in a similar manner) and then select Manage templates.

Creating a New Template

Click on Create New Template and provide a name for your template.

Adding Sections and Questions

You can add sections and questions from the options on the right-hand side. Use the checkboxes to select the specific questions you want to include in your template.

Stage Preview

Once added, you have the option to view a stage preview (if you have used the staging option within the questions). This will show a breakdown of each stage when question is presented.

Adding Cycles (Optional)

Optionally, you can add cycles to a template. This feature is useful when, for example, a full F&P is required in the first year, followed by a simplified version in subsequent years.

By default, all individuals will start a template on Cycle 1, though this can be modified within the F&P setup wizard.