Back to overview
Auto-save to secure draft storage
step 01
Firm profile & perimeter
Tell us who you are so we can tailor the SMCR flow and references.
Firm type
Please complete the following:
- •Firm name is required
- •Firm type must be selected
save state
Save draft snapshot
Stores the firm profile plus assigned responsibilities to secure draft storage for later access.
live preview
Report outputs
Real-time metrics from your SMCR journey progress.
Board readiness
Not started0
/ 100
Responsibilities coverage
0%
No responsibilities selected yet
SMF individuals
0
Add individuals to continue
FIT assessments
–
Complete SMF roster first
Next actions
Add firm name
Set a firm name so exports and board packs are clearly labeled.
Select firm type
Choose your regulatory perimeter so the builder can load the right responsibilities.
Responsibilities coverage
Certification readiness by individual