Adding an Information Request to the Library
Staff users or directors can add Information Request (IR) as agency library items. All agency information requests are available for other agencies to view in the system.
About this task
All agency users in the agency have access to that agency’s library items and can add them freely to any supervisory activity.
Procedure
- Log into SES as a Staff Director or User role.
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Click View and
Manage Library on the home page.
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Click Add Information Request.
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Select one or more Business
Types.
Note: For procedures or information requests associated with an MSB business type that are a part of the MTRA Workbook, a field for the alphanumeric identifier for the step or request within the workbook is provided.
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Choose whether the item is core, non-core,
Based on IR Association.
Note: If you select the Mortgage Origination or Money Service Business business type, the Based on IR Association option becomes available:
- If the IR associated to the procedure being added is a Core IR, then the procedure will be Core.
- If the IR associated to the procedure being added is a Non-Core IR, then the procedure will be Non-Core.
- Select one or more Scope Types.
- Select an Area for Review (AFR).
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Select one or more Business Activities.
Note: If you select Mortgage Origination or Mortgage Servicing, the IR will be sent to CSBS support users for their feedback. See Adding a State-specific Mortgage Information Request to the Library for more information.
- Select one or more Business Activities.
- Type the Information Request Text.
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Drag any associated documents to the Upload Documents field, and click Upload.
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Click Add Information Request.
You are returned to the Library page with your pre-selected filters still applied.