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SMF - Add a new record

#GRC #Ansarada #SMCR #SMF

Sam Melrose avatar
Written by Sam Melrose
Updated over a year ago

A Senior Management Function record can be created either from:

  • The Senior Management Function List page; or

  • The Senior Management Function page; or

  • The Repository.

  1. Access the Senior Management Function records list.

  2. From the ‘Senior Management Function List’ page, click the New Senior Management Function 1 option.

    Or, from the ‘Senior Management Function List’, click on a Senior Management Function record in the list to open the ‘Senior Management Function’ page. Click the New 2 option.

  3. The ‘New Senior Management Function’ window opens. Complete the Senior Management Function details in the window (see New Senior Management Function window elements below for details on each field).

  4. Click the Save 10 icon to complete adding the new Senior Management Function record. The Senior Management Function page will display with this new record. Clicking the cancel 11 icon will close the ‘New Senior Management Function’ window without saving the record.

New Senior Management Function’ window elements

ID

Element

Description

1

‘Entity’ selector

Select the Entity of this Senior Management Function.

2

‘Code’ field

Enter the unique code identifying this Senior Management Function.

3

‘Title’ field

Enter the title of this Senior Management Function.

4

‘Is Applicable’ selector

Select this box if this Senior Management Function is Applicable.

5

‘NED’ selector

Select this box if this Senior Management Function is NED.

6

‘Group’ selector

Select the Senior Management Group of this Senior Management Function.

7

‘Regulator’ selector

Select the the Regulator of this Senior Management Function.

8

‘Regulator Reference’ field

Optionally enter the Regulator Reference of this Senior Management Function.

9

‘Justification’ field

Optionally enter the Justification of this Senior Management Function.

10

‘Save’ icon

Click this icon to save the Senior Management Function record.

11

‘Cancel’ icon

Click this icon to Close the ‘New Senior Management Function’ window.


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