The first step to create your SMCR register/s is to create the 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.
You will need the correct admin permission to enable you to access and create the registers. If you do not see this option when you access Management Console please reach out to your Customer Success Manager.
Select Management Console and SMCR registers. Go to the Entity tab and click Create Compliance Registers Application.
A pop up form will appear and you will need to enter the relevant 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 Senior Manager Functions and Prescribed responsibilities are available for you to map to your Senior Managers and which Certified Functions for your Certified Persons.
Select which register types you would like to include (Staff Register and/or Senior Manager) Select Add Entity.
Once you have created the appropriate Entities, they will then display under the Registers tab. Select the Register Entity you wish to access.
These articles will help with understanding how to use each tab within each register. https://support.skillcast.com/hc/en-gb/articles/7039724212381-Senior-Manager-view-at-Register-Level
https://support.skillcast.com/hc/en-gb/articles/7041141985181-Senior-Manager-view-at-Senior-Manager-Level
https://support.skillcast.com/hc/en-gb/sections/4416105718417-Certified-Persons-Register
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