Creating an entity and registers

The first step to create your SMCR register/s is to set up Entities appropriate for your company. You may only need to create one entity to represent your organisation or you may have multiple entities within your organisation that you may want to manage separately. There is no restriction to the amount of entities you can create.

For each entity you create you can choose whether you want to create a Certified persons and/or a Senior Manager register and choose the firm type. You will need a role that has permissions to 'Create register'. If you do not see this option speak to your Customer Success Manager.

You will need access to the Management Console and SMCR registers. Go to the Entity Tab and click Add new entity.  

A pop up form will appear and you will need to enter your entity name and choose a user domain from the list of domains you have access to. You will be prompted to choose your appropriate firm type, it is important you choose your correct firm type as this will determine which Functions and Prescribed responsibilities are available for you to map to your SMFs and which Functions for your CPs. Tick which register types you would like to include (Certified Persons and/or Senior Manager) When you are happy click Add Entity to save your choices

Once you have created the appropriate Entities, they will then display under the Registers tab. Click on a register to start.



These articles will help with understanding how to use each tab within each register. https://support.skillcast.com/hc/en-gb/sections/4416117645969-Senior-Manager-Register 
https://support.skillcast.com/hc/en-gb/sections/4416105718417-Certified-Persons-Register