Saving an Information Request Response as a QuickIR Response During a Supervisory Activity

Only the company lead can save an Information Request (IR) response as a QuickIR response during a Supervisory Activity.

Procedure

  1. Navigate to your supervisory activity.

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

    Menu: Information Requests option
  3. Click the IR Details tab.
    IR Details tab
  4. Search through the full list of information requests and request text using the IR Details tab.

    Screen capture of the IR Details tab
    Note: You can search for the desired information request by using keywords within the information request, response, or file name.
    Tip: After you have sent responses to the agency, the IR Response Search tab becomes available. You can use this to search through keywords, file names, and response text, including responses saved as QuickIR responses.

    IR Response Search tab is displayed after your company has sent IR responses to the agency.
  5. Click the SA IR ID hyperlink of the desired Information Request.

    Click on the Information Request ID to choose the information request.
  6. Click Respond to Information Request.

    Respond to Information Request command.
  7. Optional: Select the Save as QuickIR Response option.
    Select the option to Save As a QuickIR response.
    Note: Ensure that you refer to the Library ID in your IR response so that you can use this response from QuickIR on future supervisory activities. Do not refer to the IR ID in your IR response. The IR ID changes with each supervisory activity. The Library ID is the permanent unique identifier for an information request that remains the same across all supervisory activities.
  8. Provide a response, upload any associated documents, select whether to restrict view from other participants other than the Company Lead and provide any internal comments. See Uploading Documents for details on uploading documents.

    The IR Response dialog box allws you to upload documents, add comments, and restrict the view of the IR Details.
    Tip: When providing responses to IRs via the Upload Documents section, it is recommended to type Please see attached documents in the Response text box.
    Note: You can select Not Applicable to indicate to the agency that information request does not apply. You cannot upload documents, include a file sharing link, or restrict view; however, you may still add a response or comments.

    The Not Applicable command
  9. Select a desired expiration date.
    • 6 months
    • 1 year
    • 2 years
    Note: SES pre-determines expiration options. You cannot set a custom expiration time for a response. Expired responses can no longer be associated to IRs as part of an examination.
  10. Select the appropriate Available Next Action.
    Choose from the options for next action

Results

Your response is saved in QuickIR in the Response Added section.