Home
Supervisory Activities
Supervisory activities are used for examining and investigating companies.
Capturing Communications Between Agency and Company
The Interactions page serves as a place where communication between the agency and company is captured. This includes emails, phone calls, meetings, physical mail and other miscellaneous forms of communication specific to the supervisory activity.
Adding Interactions
How to add a company interaction to a supervisory activity.

Supervisory Activities
Supervisory activities are used for examining and investigating companies.
- SES Examinations and Investigations Resources for Agencies
  How to initiate and manage examinations and investigations of supervised companies.
- SES Examinations and Investigations Resources for Companies
  Responding to examinations and investigations in State Examination System (SES).
- Capturing Communications Between Agency and Company
  The Interactions page serves as a place where communication between the agency and company is captured. This includes emails, phone calls, meetings, physical mail and other miscellaneous forms of communication specific to the supervisory activity.
  - Adding Interactions
    How to add a company interaction to a supervisory activity.
  - Updating Interactions
    How to change a company interaction in a supervisory activity.
  - Deleting Interactions
    You can delete an interaction from a Supervisory Activity.
- SES Supervisory Activity Reports
  SES has several reports that allow you to view staff workload, plan assignments, identify supervisory activities with no examiners assigned, and view the progress or status of supervisory activites and responses to information requests.

Adding Interactions

How to add a company interaction to a supervisory activity.

Procedure

Navigate to your supervisory activity.
Click Interactions.
Click Add Interaction in the top right.
Select the Interaction Type.
Fill in the Interaction Details.
Upload any related documents.
Please note the following restrictions with regard to file uploads in SES. It is recommended to use a ZIP folder or File Sharing Links when uploading large files or more than 25 files at a time.
- File formats supported: SES will accept all file formats, but the following commonly supported file types are recommended: PDF, Word®, Excel®, CSV, ZIP
- Max file size: 1 GB
- For files larger than 1 GB^¹:
  - Use ZIP compression to reduce file to less than 1 GB^¹
  - Split the file into multiple smaller files
  - Use File Sharing Links.
- Max no. characters per file name: 200
- Max no. files per upload: 25, for uploads larger than 25 total files:
  1. Upload first 25.
  2. Select the Save Draft option in Available Next Actions then click the Save Draft button.
    Note: You may need to refresh the screen to see that the files have uploaded to the system.
  3. Return to the response screen to upload the next 25 files and repeat.
- Total no. files: unlimited
Click Save Interaction in the bottom right.

¹ For documents uploaded to the Interactions tab, the maximum file size is 25 MB.

Need More Help?

Agency users, please visit the Secure Portal for phone and email contacts.
Company users should call the Call Center at 1-800-269-6189. Agency users should not call this number.