Assigning the Company Leads on a Supervisory Activity

How to assign the Company Lead and optional Secondary Company Lead on a supervisory activity (SA) in SES.

About this task

Note: The supervisory activity contact is the only user who can assign a company lead on an SA.

Procedure

  1. Click New Exam – Assign Company Lead on the homepage.
    Click on the New Exam - Assign Company Lead task in the Tasks pane on the homepage
  2. Scroll to the top of the page to accept the task of assigning a company lead.
    Scroll to top of screen message
  3. Click Accept at the top of the page.
    Accept button at top of page
  4. Select a company lead from the Company Lead list at the bottom of the page.
    Select the person intended to be company lead.
  5. Optional: Select an optional Secondary Company Lead, if desired.
    Note: The Secondary Company Lead has all the same permissions as the Company Lead on an SA, and receives all the same tasks and notifications in SES.
  6. Click Assign Company Lead.
    Assign Company Lead button