Bulk Working Procedures

How to use the Bulk Work Procedures functionality when working procedures in SES.

Procedure

  1. Navigate to your supervisory activity.

    Supervisory Activities button on the Main Menu
  2. Click Examination.
    The examinations tab in the Supervisory Activity module
  3. Select Bulk Work Procedures.
    Bulk Work Procedures Ellipsis Menu Selection
  4. Click Show Filters, and select the appropriate filters to limit the list, click Search, then scroll and navigate through the pages until you find the desired item.

    Show Filters command
  5. Optional: Click IR Response Search to open a new tab in your browser and search for relevant IR responses by request, response, area for review, and file name.
    Note: You can click the IR Response Search button to open a new tab in your browser and search for relevant IR responses by request, response, area for review, and file name.

    Screen capture of the IR Response Search button
  6. Click Work Procedure.

    Screen capture of the Work Procdure button
  7. Add the necessary observations or documents.
  8. Select Yes when done. This is an indication to other examiners on your team that someone has worked the procedure.
  9. Click Save Work.

    The Save Work button in the bottom right
    1. Click Quick Add a Finding. This creates an association between the finding and the procedure in the system, and the association is displayed everywhere the finding and the procedure are displayed in the system.

      The Quick Add a Finding command allows you to quickly associate a finding from the Supervisory Activity to the Loan Request
    2. To search through the full list of findings, click Finding Search.

      The Finding Search command allows you to search for a finding.
    3. You can also associate information requests to the procedure by clicking Associate Information Requests. See Associating Information Requests to Procedures for more information.

      Screen capture of the Associate Information Requests command
    4. You can also update associated information requests by marking them Quick Look Complete, updating due dates, canceling them, or sending them back to the company.

      Update associated IRs on Work Procedures screen
  10. Continue to work procedures.
  11. Once done, click I’m Done for Now in the bottom left.

    The I'm Done For Now command.