Responding to an SA Access Request Using the Access Request Report

Allowing another agency to access supervisory activities completed by your agency allows information about companies under supervision to be shared. To leverage or accept a Supervisory Activity conducted by your agency, another agency must first have access to the SA.

About this task

Staff directors can choose the agencies that are automatically approved for detail level access to supervisory activities (SAs) when an access request is sent. See Managing SA Access Request Auto Approvals for more information.

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 View Details icon.
    View Details icon
  4. Click Review Access Request in the top right.
    Review access request button
  5. Review the details of the request.
    1. Optional: Select Accept Request > Accept Request.
      Accept Request button
    2. Optional: Select Reject Request, enter the reason why in the comments section and click Reject Request.
      Reject access request button
  6. Note: An approved access request can be removed by staff directors.
    To remove an approved access request:
    1. Click My Agency’s Decisions.
      My Agency's Decisions button
    2. Click the View Details icon for the desired access request.
      View Details icon
    3. Click Remove Agency.