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.

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCSlZEeVFZPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--af0db541c8d882cf659224b5883c2bd51c16a39b/f125487c-207c-4ad2-882c-2bb3b0e69c30.png)

## **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.

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCSlpEeVFZPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--4cf24625a214ab8204db8e1144de0684124121eb/68c2220b-0bba-4e63-a9cd-c568c966f81e.png)

The discipline record details are filled from the Summary text box on the Discipline Record, see [Adding a Service Record of Discipline](https://adding-a-service-record-of-discipline/).

Click the *Save Document* button in the lower right.

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCSmREeVFZPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--4c1b3a41f5d3c6fa47edd2acff7ccf645cc48d57/aeb8f38f-aa1e-4c06-9593-785f4280de8a.png)

## **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)

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCSmxEeVFZPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--85c2a6adb99ec01d5349356458696c4d1a1dd83a/ce12d6a8-8ba2-46c9-9ff1-a996c165a4d9.png)

### **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.

![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCSnBEeVFZPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--7928018cd53fd416661b667f4c828fd8c310ab14/345ec7dd-66e6-4208-aa33-28677feff4b7.png)