Exporting the MTRA Workbook

Instructions for exporting an SES supervisory activity information for an MSB exam into the MTRA Workbook format.

About this task

See MTRA Workbook for more information.

Procedure

  1. Navigate to your supervisory activity.

    Supervisory Activities button on the Main Menu
  2. Click Examination.
    The examinations tab in the Supervisory Activity module
  3. Click the Export MTRA Workbook button.
  4. Click Export MTRA Workbook.

Results

The system takes a few minutes to export the SA information into a formatted Excel spreadsheet. Once the export is complete, you receive an email with the MTRA Workbook export as an attachment. The MTRA Workbook export includes:
  • All procedures and their observations for all areas for review on the supervisory activity.
  • Information request response document information for information requests associated to a procedure.
  • All finding information from the supervisory activity.
  • All financial statement information from the supervisory activity.