SES Supervisory Activity Reports
SES has several reports that allow you to view staff workload, plan assignments,
identify supervisory activities with no examiners assigned, and view the progress or status
of supervisory activites and responses to information requests.
Viewing SA Reports SES has reports available containing data about your agency’s supervisory activities. Within the reporting tool, agency users will find metrics and graphs for supervisory activities with findings, as well as open and closed supervisory activities.
Viewing the New Supervisory Activity Progress Report After your agency has initiated a
Supervisory Activity , you can access the
New Supervisory Activity Progress Report to view the progress of all your initiated supervisory activities and what actions need to be taken to move the exam or investigation forward.
Viewing the SA IR Response Activity Report You can access the SA IR Response Activity Report to view the progress of all the information requests on your agency’s supervisory activities that have been responded to by the company.
Viewing the SA Acceptance and Leverage Report The SA Acceptance and Leverage Report displays the following: SAs that are in any status in the acceptance process, and SAs that are being leveraged from other agencies.
The Supervisory Activity Staffing Report The SA Staffing report gives you insight into your agency’s examiners’ availability and workload. This can help you to determine who should be a participant on upcoming supervisory activities (SAs) based on their availability.
Need More Help?
Contact the Call Center at 1-800-269-6189. Agency users, please visit the Secure Portal for phone and email contacts.