execution

Add/Update CR

Discipline (C1)

Expanded Discipline (C1, C2, C3)

Enable Late Entry

Acquisition Dates Dependency

New Users

Existing Users

Previously Restricted

Manage Escalation/Discipline Level

Escalation Levels

Discipline Levels

Manage Question Groups

Question Sets

Test Question Set Results

Previously Restricted

Late Entry

Disposed Holdings

Lingering Exceptions

Firm Action Self Clears (not lingering)

Disposed Failed Self Clear

Discipline Disp. Failed SC

Threshold

Monitoring tab

General/Filter

Export View

Escalation Export

Discipline Export

Tab Bottom

Side details

View Comments and Action History Page

Previously Restricted/Late Entry

My Actions/Manage Portfolio tab

Answer Attempt page

Go to 'Manage Self Clear Requests'

Manage Self Clear Requests

Filter/Search

New Action Types

View Self Clear Attempt

Single Questions

Self Clear Confirmations

Acknowledge/Discipline Confirmation

View Comments and Actions History Page

Multiple Questions

The same actions as for Single Questions

Disposed Self Clears

View Answer Attempt

Multiple Questions

Single Questions

My Actions/Manage Portfolio tabs display after submission

Multiple Questions

Self Clear + Late Entry

Previously Restricted + late Entry

Go to 'Manage Self Clear requests'