Reassigning the EIC on a Supervisory Activity

You can change the Examiner in Charge (EIC) assignment on a Supervisory Activity any time up until the SA is Closed.

About this task

Note: Only the EIC or staff user from the lead agency assigned as a participant on an SA can add or remove participants on a single-state SA. On a multi-state SA, all active participants on the SA can add or remove participants from their agency before the SA is closed and locked.

Procedure

  1. Navigate to your supervisory activity.

    Supervisory Activities button on the Main Menu
  2. Click Participants.

    Participants command on the Supervisory Activity menu
  3. Click Reassign EIC in the top right.
    The Reassign EIC command
  4. Indicate whether the current EIC should remain an active participant on the SA.
    1. If Yes, select his or her New Role.
      Indicate whether the current EIC will remain as a particpant on this SA
      Select the new role for the former EIC
    2. Otherwise, select No.
  5. Select who you would like to assign as the New EIC.
    1. If the New EIC is an existing participant, select the desired user from the Existing Participant dropdown menu.
      Select the EIC from existing participants on the SA
    2. If the New EIC is a new agency user, type in and select the desired Agency User.
      Select the EIC from New Agency users
    Note: When adding an EIC or other participants, if a calendar icon appears, it means that user is actively participating on other SAs. Click the calendar icon
    calendar icon
    to see the current workload for the user.
  6. Click Reassign EIC in the bottom right.
    Click the Reassign EIC button at lower right to complete the process