Updating an Information Request in the Library

Staff users or directors can modify Information Request (IR) that are agency library items. CSBS maintains standard library items.

About this task

Tip: Use the Filters function to limit the list of library items to those added by your agency.

Procedure

  1. Log into SES as a Staff Director or User role.
  2. Click View and Manage Library on the home page.
    SES Home Page commands available to staff users and staff directors.
  3. Click the Information Reqeusts tab.
  4. Note: If you know the ID of the item you wish to update, you can search for the item by Library ID. Otherwise, filter the list of items to show only those belonging to your agency.
    To find a library item:
    1. Optional: Type the Library ID and click Search.
      Library Search by ID field
    2. Click Show Filters, select My Agency from the Type list, and click Search.
      Show Filters command
      Select My Agency from the Type list
    3. Scroll to the bottom of the page and navigate to the next page until you find the Library item.
      Library Page navigation arrows
  5. Click the Library ID of the desired Library item.
    Click the Library ID hyperlink to open the Library item
  6. Click Update Information Request.
    The commands for deteling or updating information requests
  7. Make the necessary changes to Business Type.
    The Area for Review and Business Activities lists become available.
  8. Make any necessary change to the Area for Review.
    Note: You can select only one AFR.
  9. Make any necessary changes to the Business Activities.
  10. 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.
  11. Select one or more Scope Types.
  12. Change the Information Request Text as necessary.
  13. Drag any associated documents to the Upload Documents field, and click Upload.
    Drag any associated documents to the Upload Documents field and click Upload
  14. Click Update Information Request.
    The Update Information Request command saves all changes to the IR