Shared SMFs

In the event that a single SMF is to be assigned to multiple Individuals (i.e. share one SMF between several Individuals), follow the process of Assigning SMFs to Individuals.

When dragging another Individual's name on top of an SMF that already is held by someone else, the system requires that you give a reason for sharing a single SMF.

Once the multi-assignment is complete, Diligent Entities will reflect that the SMF in question now has more than one Individual (Multiple) assigned to it. All holders and their responsibilities under this SMF can be made visible by selecting the chevron arrows on the right-hand side of the records.

Assign applicable Responsibilities from relevant categories to the multiple SMF holders using the same process as for the single holder.