SMCR
Submissions - Show, Add, View, Delete a Document
Access the Submissions records list. Click on a Submission record in the list to open the The ‘Submission’ page. Show Documents Click the Show Document 1 icon. The ‘Submission Documents’ window is displayed. Add, view or remove Submission Documents ...
Submissions - Show Personal Accountability
Show Personal Accountability Access the Submissions records list. Click the Show 1 icon in the Submission list. The Persons Details will display from Work with Accountable People. View the details, then use the breadcrumb trail link to click back to ...
How to Add and View Notes in submissions
Access the Submissions records list. Click on a Submission record in the list to open the The ‘Submission’ page. Add a new Note Click the Add Note 1 icon. Enter the Note text in the edit area 1. Then click the Save 2 icon to save this note. (Or, ...
How to Delete a Submission record
Note: Only Administrators and Administrators - Accountability positions can delete a Submission record. Note: Submission record delete is instant and permanent. There is no Undelete functionality. Deleting a Submission is NOT recommended if you wish ...
How to View and Edit Submission details
View and Edit Submission details Access the Submissions records list. Click on a Submission record 1 in the list to open the The ‘Submission’ page. If the Save 1 icon is displayed, you have security access to update the values on this Submission ...
How to Add a new Submission record
Add a new Submission record A Submission record can be created from the Submission List page. Access the Submissions list. On the ‘Submissions list’ page, hover over the Options Menu icon to display the options. Click the ‘New Submission’ 1 icon. The ...
How to Complete a Certificate Renewal task
How to complete a Certificate Renewal task The Complete Certificate Renewal Task window displays. Review the Person and Certificate information 1. Review the Actioned On and By 2, and change if required. Choose and Outcome 3 of ‘Renewed’ or ‘Not ...
How to access Certificate Renewal Tasks
Open Task via My Summary Current Tasks tab From the Main Menu, select SMCR | My Summary. Click the Current Tasks tab. Find your SMCR Certificate Renewal Task (using a filter or search). Click the ‘Complete the Task’ 1 icon.
Certificate Renewal Tasks - Open Task via Email notification link
Open Task via Email notification link Open the notification email containing the Certificate Renewal Task completion request. Click the here 1 link in the 'To complete this Task… ' line, to open the Completion task window.
Certificate Renewal Tasks - Certificate record Renewal sent
Certificate record Renewal sent Access Certificate Renewal Tasks. Click on the Certificate record. The Create Renewal Task option is replaced with the a message 1 that Task has been sent, when it was sent and who is the Actioned By.
Certificate Renewal Tasks - Create a Certificate Renewal Task
This function allows the creation of a scheduled task to re-certify a person. Access Certificate Renewal Tasks. Click on the Certificate record 1 you wish to create a Renewal task for. The Certificate for the select Person window displays. Click the ...
Certificates - Links to Register records
Add a Link Note: Edit access to the Register record is required to add Links to this record. Access the required Register records list. That Register List page is displayed. Click on the Register record to display its details. The ‘Register’ page is ...
How to terminate a Certificate
Terminate a Certificate Access the Certificate records list. Click the Terminate Certificate 1 icon. Enter the Termination Date 3 and the Reason 4 for Termination. Click the Send email notification 5 icon if required. Click the Save 6 icon to Save ...
How to renew a Certificate
How to renew a Certificate Access the Certificate records list. Click the Renew Certificate 1 icon. To renew the Certificate, enter the From 3 and To 4 dates. Click the Send email notification 5 icon if required. Click the Save 6 icon to Save the ...
Deleting a Certificate record
Deleting a Certificate record Note: Only Administrators and Administrators - Accountability positions can delete a Certificate record. Note: Certificate record delete is instant and permanent. All history is also deleted instantly. There is no ...
How to view and edit Certificate details
View and Edit Certificate details Access the Certificates records list. Click on a Certificate record in the list to open the The ‘Certificate’ page. If the Save 10 icon is displayed, you have security access to update the values on this Certificate ...
How to add a new Certificate record
A Certificate record can be created from the Certificate List page. Access the Certificates list. On the ‘Certificates list’ page, hover over the Options Menu icon to display the options. Click the ‘New Certificate’ 1 icon. The ‘New Certificate’ ...
Showing Certifications for obsolete positions
Show Obsoleted Position Certificates Filtering and sorting of the List can be performed by hidden columns. Hover over, or click, the Menu Options icon. Click the Hide/Show Columns 1 option. The ‘Column Chooser’ window appears. Click the Obsolete ...
How to view Expired and Terminated certificates
Show Expired and Terminated Certificates On the SMCR Certificates list click the Status filter 1 icon. Current is already selected. If records exist with these statuses, select the Expired 2 and Terminated 3 statuses. Click the OK 4 button to display ...
Reviewing Accountability Sign-off task history
A user can review their Sign-off Task history via: (1) Accountability Sign-off History Icon; or (2) ‘Accountability Sign-off Task’ Icon Via ‘Accountability Sign-off History’ Icon From the Main Menu, select SMCR/Accountable People and select your ...
Completing an Accountability Sign-off Task
A user can complete a sign-off task via: (1) Email notification Express Complete (2) My Summary Express Complete (3) My Summary Task Completion via Email notification Express Complete Open the notification email containing the Sign-off Task ...
Add, edit or delete an Accountability Sign Off task
Add a Task Access Accountability Sign-off Tasks. Hover over, or click the Menu Options (hamburger) icon, then click the New Tasksoption. The New Task for Person (Entity) window displays, with Fields containing configured default values. Update fields ...
How to access Accountability Sign-off tasks
Accountability Sign-off Tasks are found under the Allocations of an Accountable Person. From the Main Menu, select SMCR | Work with Accountable People. The ‘Accountable People’ list page is displayed. Find and click on the record of the required ...
Creating AdHoc Accountability Sign-off tasks
This function allows the creation of an AdHoc Accountability Sign-off Tasks for multiple people. Note: This function will create the AdHoc task(s) schedule, which can be view in Show Tasks, but the New Tasks monitor is required to create the Current ...
How to generate AdHoc Accountability Sign-off tasks
From the Main Menu, select SMCR | Accountable People. The ‘Accountable People’ list page is displayed. Hover over, or click the Menu Options (hamburger) icon, then click the Generate AdHoc Accountability Sign-off Tasks option. The Generate AdHoc ...
How to add, edit and delete a note on an Accountable Person record
Access the Accountable People records list. The Accountable People list page is displayed. Click on the Accountable Person record to display their details. The ‘Accountable Person’ page is displayed with that record. Click the Notes tab. Add a new ...
How to link, view and delete documents from the Accountable Person record
Access the Accountable People records list. The Accountable People list page is displayed. Click on the Accountable Person record to display their details. The ‘Accountable Person’ page is displayed with that record. Click the Documents tab. Link a ...
How to add and view a Submission Note
Add a new Submission Note Click the Add Note 1 icon. The ‘Add Note’ window displays. Enter the Note text in the edit area 1. Then click the Save 2 icon to save this note. (Or, click the Cancel 3 icon to stop adding the Note.) View Submission Notes On ...
How to add, edit and delete a Submission record
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 Submissions tab. Add a new Submission record ...
How to terminate a Certificate
Click the Terminate Certificate 1 icon. The ‘Termination Certificate’ window is displayed. Enter the Termination Date 1 and the Reason 2 for Termination. Click the Send email notification 3 checkbox if required. Click the Save 4 icon to Save the ...
How to renew a Certificate for an Accountable Person
Renew a Certificate Click the Renew Certificate 1 icon. The ‘Renew Certificate’ window is displayed. Enter the From 1 and To 2 dates. Click the Send email notification 3 checkbox if required. Click the Save 4 icon to Save the Renew details. (Or, ...
How to add, edit or delete a Certificate record for an Accountable Person
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 Certificates tab. Add a new Certificate ...
How to view a Statement of Responsibility
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 ...
How to add, edit and delete notes for a shared role on an Accountable Person record
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. Click the Joint Notes 1 ...
How to view shared responsibility for an accountable person
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. On the Allocations record ...
Editing allocation dates for an Accountable Person
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. Click the required ...
How to update details for an Accountable Person
Access the Accountable People records list. From the ‘Accountable People’ list page, click the record of a person to open their details. To change the ‘Accountable To’ person, click the ‘Accountable To’ 1 field to display the list of Accountable To ...
How to add existing positions to the list of Accountable People
Existing Positions in Drova GRC can be given view access to the SMCR module. This can also be done from the Security Centre. Access the Accountable People records list. Hover over, or click, the Menu Options (hamburger) icon, click the Select ...
How to add an Accountable Only person
A new Accountable Only Person can also be added from the Security Centre. Access the Accountable People records list. Hover over, or click, the Menu Options (hamburger) icon, click the New Accountable Only Person option. The Add Accountable Only ...
Viewing the Committee Map
From the main menu, click 'Reports'. Under SMCR, Select Committee Map. A Committees Map 4 is displayed. Select the ‘Entity’ 1 and ‘As at’ 2 Date, then click the ‘show Map’ 3 icon. Use the Page Help 5, or Export 6 facility as required.
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