Summary of Changes

Be able to permanently delete documents (from documentation)

It is now possible to permanently delete documents from the individual's documentation page.

On the documentation page, the options for document management have been updated. The most significant change is the new ’permanently remove’ option.

·         Archive – Retain the document on the system, hidden from view unless ‘Show archived documentation’ is toggled on.

·         Update – Make any updates to the document, type, location etc.

·         View archive history – View the changelog for any updates made to the document.

·         Review – Go to the document review page.

·         Permanently remove – Delete the document from the system. It will not be archived, and this action can’t be reversed.

If the user selects ‘permanently remove’, they will have to select the confirmation message and click ‘permanently delete’ again before doing so.

Be able to permanently delete documents (from assessments)

When viewing a completed assessment and documentation has been added, an option to permanently delete the document will be displayed.

When selected, a confirmation overlay will appear which displays a warning message advising that the document cannot be recovered if removed.  The user will also be required to select a confirmation box to ensure the document is to be deleted.  Selecting the permanently delete option will then remove the document.

Prior to the document being removed it appears on the assessment pdf.

When the assessment pdf is regenerated after the document has been removed, it no longer appears on the pdf.

Update Irish Firm Type

The firm type Low PRISM Investment Firm/Investment Intermediaries has been updated to Low PRISM Investment Firm/Investment Intermediaries/Insurance Intermediaries.

The help text has been updated to A Low PRISM impact rated in-scope investment/insurance firm.

Support Tickets

Issue with the Senior Manager Assigned Function Detail report

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