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 your account.
  2. Navigate to the "Questionnaire" section on the main menu.

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.

Step 3: Questionnaire Acknowledgment

  1. Choose the "Acknowledge" option so candidates have to "Accept" or "Dont' Accept" that statement and add an e-signature.

Step 4: Associating Questionnaires with Criteria

  1. Access the criteria builder.
  2. Choose the F&P check and the specific questionnaire you want to send to the candidate(s).

Step 5: Editing Pre-built Criteria

  1. If you are to "use" a previously built criteria, you have the option to edit the Fit & Proper questionnaire being used and select the appropriate option in the criteria builder.

Step 6: Candidate Interaction

  1. Candidates will need to answer whther they Acept and Don't accept that statement and provide their signature.

Step 7: Review

  1. After completion, an image of the candidate's signature will be prominently displayed in the generated report.
  2. The report provides clear visibility for responses requiring candidate acknowledgment.