Assigning SMFs to Individuals

To locate the correct Individuals, Users are able to search either from the Appointments of the Legal Entity in question, or from the Individuals Search page.

• Select the required option within the Search In dropdown list, then select the Search icon.

• The results will then be displayed on screen.

• Drag the correct Individual(s) on top of the SMF(s) that are to be assigned to them.

• A dialogue box opens up where Event Date (mandatory) and supporting Notes can be entered.

To view the mapped record, select the chevron arrow on the right-hand side of the SMF to expand the record. A second chevron arrow will become available alongside the Individuals name. Select this to view further details. The system will alert you to the fact that no Responsibilities have yet been assigned to the Individual.

• Select Open Folder icon to view and/or edit the Notes and the Start Date of the Mapping Record, if needed.

Repeat the above process for all SMFs that apply to your Legal Entity.