Starting the SA Acceptance Workflow

When another agency performs an examination of a company, you can accept the results of that examination in lieu of performing your own exam on the same company.

Before you begin

To accept another agency's supervisory activity, you must first have access to that SA, and you must use the Exam Scheduling tool to select the company and the SA ID that you want to accept.

About this task

Procedure

  1. Select the Agency Reports drop-down menu from the Top Menu of the homepage.
    Agency Reports Top Menu
  2. Select Access Requests.
  3. Click the My Agency's Request History to see the SAs that you have access to.
  4. Click the SA ID link for the SA you want to accept
    Note: You must have detail level access to the SA, be assigned the staff user or staff director, and the selected Examiner in Charge (EIC) must also have detail level access to the SA being accepted. See Requesting Access to a Supervisory Activity for more information.
  5. Click Assign Acceptance EIC.
    Assign Acceptance EIC button
    Note: You also have the option of requesting additional access for other SES users at your agency that you would otherwise assign as participants on an SA for the company.
  6. Assign an EIC to accept the SA.
  7. Click Start Acceptance.
    Start Acceptance button
  8. Click Confirm.

Results

This kicks off the acceptance workflow for the SA. The assigned EIC for the accepted SA must review the acceptance and approve it.