Entity Dashboard – Functions Mapping Report (Tier1)

Within a Company Record, it is possible for an Administrator to view the Senior Manager Functions (SMFs) that have been mapped to Individuals and the associated effective dates. This is achieved using the Functions Mapping Report.

To access the Functions Mapping Report:

• Navigate to the Entity Dashboard Functions View* for the required company.

* For more information on the Entity Dashboard see Entity Dashboard.

All currently mapped Functions within the Entity are listed.

• Select Report to generate the Mapping Report for this Entity.

The Mappings Report wizard displays.

• Select the relevant detail and progress through the wizard to generate the report.

The generated Functions Mapping Report will contain all mapped Functions and display any notes added to the mappings.