Once an assessment is completed, a user can access the detailed compliance report for an assessment from the Assessment List. The “Detailed” button can be found on the right hand side of the relevant assessment.
This will bring you to the following screen. We will be focusing on the different tabs available in this screen.
In brief, they are:
General: Contains basic information about the assessment
Responses: Contains the information given during the assessment.
mPASS: Contains the results of the Regulatory Classification/Suitability & Appropriateness questionnaire.
mCHECK: Contains the RAG Results, Screening results, IDv and Corporate Data, organised into their own tabs.
mRX: Allows the running of the mRX module, and contains the results thereafter.
Monitoring: Shows the statuses of ongoing monitoring functions for the entity.
When reviewing a corporate entity with connected individuals, you can use the dropdown at the top of the screen to swap between the entity being reviewed. Click on the name of the entity or individual under review and you will see the available options.