Here's how:
Click WORKBENCH and then click DATASETS.
Then click SM&CR.
Then choose Certification Regime.
Then click on Fit and Proper testing.
Then click on Fit and Proper Assessment Criteria.
Then click on Competence and capability.
Then click on Professional bodies.
A list of all people in your firm for which you have recorded membership of Professional bodies will appear (if any have been created).
If the person already has a log of memberships of Professional bodies and you're adding a new entry or updating information already held within the system, click on that person's name and skip to step 11.
If a record of membership of Professional bodies for the member of staff has not yet been created, you would need to create a new one - click the PLUS (+) symbol next to PROFESSIONAL BODIES in the middle of the screen.
A new pop up window will appear.
If this is a blank table dataset, with no information in it currently, skip to step 13. Otherwise if there is already information here you can update it by clicking the EDIT button, or ADD ROW to add a new membership, and following the steps from step 15 below.
Use the Dataset description box to give the dataset a name.
Use the dropdown box next to Professional bodies to confirm who the membership record is for. (NB - if the person who is the subject of these records of membership doesn't appear in this list, you'll need to create them as a Person Entity first - here's how).
In this table dataset you can (reading from left to right):
Use the Professional body issuing SPS dropdown to to choose which professional body issued the membership conducted the review.
Use the Professional body (if other) text box to record the professional body if you chose 'Other' in point a above.
Use the radio button under SPS valid? section to confirm if this membership is valid or not.
Use the SPS start date and To SPS end date date picker boxes to record the start and end dates for the Statement of Professional Standing (SPS).
Use the radio button under Refused membership of professional body? to confirm if the staff member was refused membership or not.
Use the radio button under Refused right to carry on profession? to confirm if the staff member was refused the right to carry on in their profession.
Use the date picker box under Date of refusal to record when the refusal was issued (if applicable).
Use the text box under Reason for refusal to record why the refusal was issued (if applicable).
Use the radio button under Subject allowed to explain? to record if the staff member was offered the opportunity to explain the refusal.
Use the date picker box under Date of explanation to record when the explanation was given (if applicable).
Use the text box under Candidate explanation of reason for refusal to record the candidates' explanation on why the refusal was issued (if applicable).
Use the text box under Gaps identified in information to record any gaps or discrepancies in the explanation (if applicable).
Use the text box under Conclusions and action points to record the conclusions the firm has taken from this, and the next steps the firm are planning to take.
Finally, you can use the Documents section to upload any supporting documents (e.g. evidence of review activity).
If you need to add additional records of Professional bodies for this individual click ADD ROW and repeat the steps under point 15 above until all necessary matters have been recorded.
Once done, click SAVE, and then CLOSE.