How to Create and Utilize Fit & Proper (F&P) Questionnaires with Integrated Signature Functionality

Welcome to our platform's enhanced feature that allows you to effortlessly create candidate-specific Fit & Proper (F&P) questionnaires with integrated signature functionality. Follow the step-by-step guide below to ensure a seamless process.

Step 1: Accessing the Questionnaire Builder

1. Log in to the Veremark platform.
2. Navigate to the "Questionnaire" section on the main menu.
3. Select + New Questionnaire in the top-right corner.
   
   Tip: Depending on your version of the platform, this option may be labelled Create New Questionnaire.

Step 2: Creating a Candidate-Specific F&P Questionnaire

1. Click on "Create New Questionnaire."
2. In the questionnaire builder, choose between 'Reference Check' and 'Fit & Proper Check' options for clear differentiation.
3. From the Questionnaire type dropdown, select Fit and Proper Check.

Important: Make sure you select Fit and Proper Check rather than Reference Check. The questionnaire type determines where the questionnaire can be used within the criteria builder.

Save the questionnaire or continue to the questionnaire builder.