Auto-Sending Information Requests

After marking the scope complete and before sending the report of examination, you can use the Auto Send IRs feature to send all IRs on a specific date, and assign the same company response due date to all.

About this task

Note: You can only automatically send IRs to the company once per supervisory activity. After you have automatically sent IRs to the company, you must manually send all subsequent IRs.

Procedure

  1. Navigate to your supervisory activity.

    Supervisory Activities button on the Main Menu
  2. Search for and select the SA ID you would like to access.

    supervisory activity ID
  3. Click Information Requests.
    Menu: Information Requests option
  4. Click Auto Send IRs.

    The Auto Send IRs button on the Information Requests screen
    The Auto Send Information Requests page is displayed.

    The Auto Send IRs dialog
  5. Select Yes.
  6. Select the Send IRs On date.
  7. Select the Company Response Due Date.
  8. Click Auto Send IRs.
    Note: You cannot send documents along with IRs that are sent using the Auto Send IRs feature.