SES Complaints Training

This program teaches users how to use the Complaints functionality in the State Examination System (SES), an online tool that facilitates supervisory processes between state agencies and companies.

Program Components

The self-paced 3-hour training program consists of 4 modules:
  1. Entering a Complaint
  2. Completing the Information Request Exchange
  3. Processing a Complaint
  4. Sharing a Complaint
Each module contains:
  • Introductory information about the module topic
  • System navigation knowledge articles
  • Knowledge check questions
  • A hands-on practice experience using the SES training environment

Program System Information

SSO uses Okta, a single sign-on service, to allow users access to all Okta-integrated CSBS applications through a secure homepage with a single password. Other Okta-integrated CSBS applications include the following:​

FLEX is our Learning Management System that hosts all of our training materials and is accessible through SSO.​

SES Training Environment is used by learners to practice system functionality. It offers users an opportunity to experience the features available in SES using fictitious data to mock-up real-world scenarios. This type of practice prepares the users with hands-on experience before they begin using the real SES environment. Usernames and passwords for accounts to the training environment are available for each agency to use whenever needed - whether you are trying SES out for the first time or learning about the latest system updates.​

Enrollment Option 1: Self-enrollment

This option enables future SES users to self-enroll in the SES Complaints training. To get started, follow the steps below.

  1. If you found this page by clicking the "First time here? Check out the Complaints Training" hyperlink on the SES Complaints homepage, skip to step 4. Otherwise, continue.
  2. To confirm access to SSO, navigate to and log in.
    1. If you do not have an account, please contact the Regulatory Users Group (RUG) of the NMLS Call Center at the phone number or email provided on our secure portal. Secure Portal (requires agency login), phone support is available Monday–Friday from 9am – 5pm ET.
    2. If you experience issues accessing your Okta account, consult the Activating Your Okta Account for SES and Getting Started with Okta video for assistance.
  3. Once you have successfully logged into SSO, click the CSBS FLEX tile to log in to your account or to request an account if one does not exist.
    1. Consult the FLEX Quick Start Guide for more information on creating your FLEX account.
  4. Once you have successfully logged into FLEX, click here to access the training: SES Complaints Training
    1. Proceed by clicking the Enroll button and then the Start button that appears. You may return at any time to complete the program via FLEX.
SES Complaints Training on FLEX

Keep in mind, on average this program takes approximately 6 hours to complete depending on how much practice you would like to complete. It is up to you!

Enrollment Option 2: Bulk-enrollment

If you are an agency complaints department lead or an agency training lead, you may request to enroll your complaints staff using the bulk-enrollment method. This option will enroll users from your agency in bulk to the training program and will email all learners directly with a link to begin training.
  1. To submit the bulk-enrollment request, please complete the SES Complaints Training Bulk Enrollment Form.
Note: This method requires your agency leadership to oversee all communication with your staff regarding completion requirements, such as the need to react to the initial training email and the deadline for program completion.
SES Complaints Training Bulk-enrollment Workflow

Training Progress Report

The SES Complaints Training Progress Report will be compiled and distributed by the SES Training Team on a bi-weekly basis to all agencies with staff enrolled in the training program. Report details about the learners will include the names of the learners, their date of enrollment, and their completion status, i.e. Not Started, In Progress, and Completed. The report will be sent the SES primary and secondary contacts and are welcome to redistribute the report to all appropriate parties at the agency.