This article will outline the steps to create a disclosure via proxy (if you are creating it on behalf of an employee or someone in the organization).
Once in the employee’s disclosure set, click “Add a new disclosure”.
From this screen, choose the appropriate selection for “How is the other party related to the organization?”. Then click “Next”.
Note: Depending on which selection you make, the flow will be different. This example will demonstrate the flow for “Business Partner”.
From here you will want to select if the party is an organization or an individual. You can then provide the name of the other party in the space below. You will also need to select what the nature of the disclosure is.
If you click on the 'i' symbol, it will open up the description for each disclosure type.
From here, you will select the appropriate situation. At the bottom you will be able to type in the a description of the situation.
You will then answer two questions and click "Save".
If necessary, you can review your disclosure under the “Overview” section of your disclosure details.