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Secondary Disclosure

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Dphillips

Last updated on Sep 26, 2026

Once the review process is complete, the record is ready to be Disclosed to Crown (Secondary Disclosure).

On the Review screen you will see:

The Member under review is indicated in green

The following actions are available:

  1. View Initial Disclosure - this opens the original disclosure record

  2. Misconduct Status - this option was designed for pre-McKee workflow. It allows the PS staff to assign relevance.

  3. Create Document - this opens a blank document screen to create an ad hoc document.

  4. Disclose to Crown - This opens a prefilled document screen (shown below). Note: this action is design for the McKee process and will disclose all disciplinary records.

  5. Generate McNeil Doc - this will regenerate the original (initial) disclosure document.

Disclose to Crown - Generating the Document

This action will auto-fill the Disclosure Notice template (McKee workflow). All documents can be edited or modified by clicking the Modify Record button.

The document is pre-filled with all relevant data to minimize the need for customization.

The discipline record details are filled from the Summary text box on the Discipline Record, see Adding a Service Record of Discipline.

Click the Save Document button in the lower right.

Disclose to Crown - Sending the Document

All saved documents are shown in the list with available actions:

  1. Edit - edit this document

  2. Rename - rename this document

  3. View - view this document

  4. Export to PDF (This is the primary action to complete the process) - exports the document to be disclosed to Crown.

  5. Send PDF as Email - generates a secure PDF that can is emailed automatically to a pre-determined email address.

  6. View Log - show all actions taken on this document

  7. Delete - deletes the document (depending on permissions)

Export to PDF

The Export the PDF option will display a box to set one-time password to secure this document. The password must be 8-characters long. Share the password with Crown when disclosing.