Directors

Updated 1 year ago by Emily Kirby

  1. Select a Director from the drop-down list.

  2. If the name of the desired Director does not appear in the drop-down list, you must first go to the People and Entities interview (by selecting it from the Interview Outline on the left side of your display), enter the name and any other pertinent information about the Director and then return to the Directors interview (by selecting it from the Interview Outline) and then complete your selection.

  3. If you work with a director on more than once occasion, it would be convenient to enter this information in 'Commonly Used People and Entities' so their information only needs to be entered into SpeedMatters once.

  4. To allow for accurate reporting at any point in time, enter the Start/Effective Date and, if appropriate, the End/Cessation Date.


    Note:
     only “Individuals” will be available for selection as Directors. If a person’s name is entered in the “People and Entities" interview, you should ensure that the “Type of Person” is “Individual” in the drop-down list.




How Did We Do?