Access the Accountable People records list.
From the ‘Accountable People’ list page, click the record of a person to open their details.
The Accountable Person page is displayed with that record. Click the Allocations tab.
Hover over, or click, the show ‘Statement of Responsibility’ 1 icon. The ‘Statement of Responsibility’ selection panel appears. Select the required ‘Entity’ 2 and ‘As At’ 3date, then click the
The ‘Statement of Responsibility’ window displays. If required, hover over, or click, the menu options 2 icon and select which document type you would like created. Click the
Close3 button to close this window.
TriLine: Accountable People - Statement of Responsibility
Written by Christina PanUpdated over a week ago