Initiating a Leveraged SA from the Exam Scheduling Page

If you are Leveraging an exam, you can do so from the Exam Scheduling Page or the Home page.

Before you begin

Note: To leverage or accept another agency's supervisory activity, you must first request and be granted access to the SA from the agency that conducted the SA.

About this task

Note: To initiate an SA, you must be assigned the staff user or staff director role.

Procedure

  1. Click the Company SES ID link for the Supervisory Activity you decided to leverage on the Ready and In Review list on the Exam Scheduling Items page.
    Company SES ID link, Exam Scheduling Items page
  2. Click Initiate Supervisory Activity.
    Initiate Supervisory Activity command
    This initiates a new SA where you can select Leveraged for Scope Type.
    Choose Leveraged as the scope type for the exam
  3. Select Leveraged for Scope Type.
  4. Enter the desired Leveraged SA ID.
  5. Complete all required fields in the Basic Details section.
    Note: You can select an Exact Start Date when confirming the initiation of a Supervisory Activity. This field is optional and the definition of “start date” will vary by agency.
  6. Select the relevant Business Types and Business Activities for the SA.
    Note: Multiple items can be selected from these two drop-down menus. To clear a selected item, click the highlighted item again.
  7. Upload any relevant documents.
  8. Click Next.
  9. Add any desired information in the Related Entities section.
  10. Click Next.
  11. Click Add Participants.
  12. Search for and select the desired member of your staff and assign as EIC.
    Note: You do not need to add any participants to initiate an SA, but it is a best practice to assign an EIC at this stage in the process.
    type the name of the EIC for this exam
  13. Click Next.
    Note: When adding an Examiner in Charge (EIC) or other participants, if a calendar icon appears, it means that user is actively participating on other SAs. Click the calendar icon
    calendar icon
    to see the current workload for the user.
  14. Ensure the information provided is correct.
  15. Select Schedule Supervisory Activity from the Next Action section.
    Note: You also have the option of Sending a Supervisory Activity for Review.
  16. Click Initiate Supervisory Activity in the bottom right.
    It may take a few seconds, but the newly initiated SA will appear in the supervisory activities section within the Active quick filter.
    Active Supervisory Activities