Adding Participants to a Closed and Locked SA to Download SA Documents

After a supervisory activity (SA) is closed and locked, the examiner in charge (EIC) or staff user from the lead agency can add or remove participants to the SA to allow them to download SA documents.

About this task

The steps below are only true for an SA that is closed and locked. See Updating Agency SA Participant Roles or Removing Participants for information on how to update or remove participants after an SA is closed and locked.

Procedure

  1. Navigate to your supervisory activity.

    Supervisory Activities button on the Main Menu
  2. Click the Add Participants button on the Summary page.
    Add Participants button on the Summary page
  3. Type in and select the desired user’s Name.
    Note: Only users with an SES account are available for selection. If you do not see the desired person, contact your account administrator.
  4. Select the desired Role for the user.
  5. Click Add Participants in the bottom right.

    Add Participants button on the lower right

Results

The added participants receive a notification that they have been assigned as participants on the SA and can preview and download SA documents. See Bulk Downloading Supervisory Activity Documents for more information.