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Assessments
Bulk Issuing Assessments
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Adding Sections and Questions
Creating an Assessment Template
Assessment Notification Settings
Assessment Default Dates/Periods
Reviewers Configuration
Bulk upload assessment answers
Amending assessment in progress
Good practice for annual assessments
Setting Assessments back to previous state
Send an assessment back to a respondent
Completing an assessment review
Responding to an assessment
View Previous Responses in Assessments
Amending Sections and Questions
Audit
Firm Audit
Individual Audit
Individual Settings Audit
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Background Screening
Background Screening Configuration
Updating Background Screening Dates
Background Screening Widget
Branding
Add Branding to Certificates and/or Statements of Responsibilities
Add Branding to system emails
Certification
Issue a Certificate
Bulk Issue Certificates
Amend a Certificate
Certificate Renewal Wizard
Certificate Defaults
Committees
Creating Committees
Updating Committee Details/Membership
Conduct Breaches
Configuring Conduct Breaches
Recording a Conduct Breach
Exporting Conduct Breaches
Dashboards
Create custom dashboards
Setting a Default Dashboard
Amending Dashboards
Delegation
Start a Delegation
Edit an active Delegation
End a Delegation
Documents
Create a Document Folder
Attaching Documentation to an Individual Profile
Adding documents to the system
Setting up Document Reviews
FCA Directory
Turning on change notifications
Firms
Create a New Firm
Adding Firm Contact Details
Functions
SMF functions
Assign SMF functions
Record SMF approval dates
Marking Functions not applicable
Handovers
Create a draft Handover
Implement a Handover
Complete and close a Handover
Amending Handovers
Individuals
Add a new individual
Update an individual
Creating Additional Fields
Deactivate an individual
Data Feed Exceptions Page
Individual Settings - Adding Departments & Locations
Key Functions
Key functions
MRM
MRM Live and Draft Versions
MRM Branding
My Profile / Settings
Email preferences
Reasonable Steps
Customise reasonable steps
Set up reasonable steps for an individual
Responsibilities
Creating Custom Responsibilities
Statement of Responsibilities
Creating a Statement of Responsibilities
Setting a Statement of Responsibilities to live
Making an amendment to a live Statement of Responsibilities
System Settings
System settings - Email templates
System settings - Group emails
System settings - Email Redirect (Training mode)
System settings - Company logo
Temporary Cover
Start a Temporary Cover
Temporary Cover Hand Back
Training
Training Category Configuration
Logging a Training Record
Bulk Importing Training Records
User Management
Create a user
Link an Individual To a User Account
Deactivating users
Amend User Permissions
Troubleshooting Guide
MRM Generation Issues
Unable to set a SoR to live
System not allowing deactivation of a record
Reports
IAR Reports
System Individual Export
Comply for T&C Support Guides
Activities
Assigning Activities
Updating Supervisory Assessments
CPD
CPD Overview
Recording CPD
Events
Events Overview
Create a New Event
Create a Journey
Groups
Create a New Group
Create a New Group Type
Add People to a Group
Policy
Policy Overview
Policy Exceptions
Reporting
Report Builder Overview
Creating and Managing Reports
System Configuration
Archiving Rules
Email Notifications
Exception Configurations
User Management
Create a New User Account
Create a New Person Record
Link a User To a Person Record
Release Notes
Comply Accountability
Planned Hardware and Software Maintenance Schedule IAR 2025
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Planned Hardware and Software Maintenance Schedule Accountability 2026
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Comply for T&C
Planned Hardware and Software Maintenance Schedule PRM 2025
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Comply for T&C
PRM UAT Release Note...
PRM UAT Release Notes (02/01/2025)
Release notes for version V1.129.1

Summary of Changes

Support Tickets

  • Unable to export PDF or attached documents for historic archived 121's
  • Policy: Since last time policy was applied option not showing

 

 

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

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