Managing Loan Requests on a Multi-state Examination

Staff users who are participants from a Participating Agency on Multi-state Examinations can manage loan requests by assigning loan requests to participants from their agency.

Procedure

  1. Navigate to your supervisory activity.

    Supervisory Activities button on the Main Menu
  2. Click Loan Requests.

    Loan Requests command on the ribbon menu
  3. Click Bulk Assign Loan Requests.
    A list of all loan requests that have not been assigned appears.
  4. Select the desired assignee from your agency.
  5. Select the loan requests you want to assign to them.
  6. Click Assign Loan Requests.
    Assign Loan Requests button
    Note: You can also select the Loan Request ID for any loan request to assign it individually.
    1. Select the desired Loan Request ID hyperlink.

      The Loan Request ID is a hyperlink that can be clicked to open the specific loan request
    2. Click Assign Loan Request.
      Button: Assign Loan Request, button 1
    3. Select the desired assignee from your agency.
    4. Click Assign Loan Request.
      Button: Assign Loan Request Button 2