Replace an SMF

In the event that an Individual currently holding an SMF needs to be replaced by another Individual, this can be quickly achieved with the Replacement Individual feature.

To replace an Individual currently holding an SMF:

• Expand the SMF and the Individual record in question by selecting the chevron arrows alongside each record.

• Drag the name of the new Individual from the People section on the right-hand side of the screen on top of the current SMF holder's name on the left-hand side of the screen.

• The Replace Individual dialogue box will open. Enter an Event Date in order to save the record, and enter the reason in the Notes field.

• Select Save to continue.
• The page will update to display the new holder of the SMF.