Joining a Supervisory Activity from the Exam Scheduling Tool

After creating a To Do list on the Exam Scheduling page, use this task to join SAs on your list.

Before you begin

Procedure

  1. click on the SA ID for the company for which you wish to conduct a joint exam.
    Clcik the SA ID hyperlink for the SA you wish to join
    The system presents summary information about the SA.
  2. Click Request to Join in the top right.
    Request to Join SA button
  3. Select the desired Role for the user.

    Select the role for the user
    Note: On a multi-state SA, you must designate one participant from your agency as the Team Lead. This designation does not grant the user any additional permissions, but it does provide a Team Lead indicator to other participating agencies and the company being examined.

    Team lead indicator

    Team lead indicator next to Participant's name
    Note: When adding an Examiner in Charge (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.
  4. Click Request to Join.
    Request to Join button

Results

The lead agency is notified of your request to join and the status of your request is displayed on the homepage.
Lists of Reqests to Access and Joing SA from other agencies

If you need to add additional participants after submitting the request, reach out to the EIC at the lead agency and have them add the additional participants.