Viewing the SA Acceptance and Leverage Report

The SA Acceptance and Leverage Report displays the following: SAs that are in any status in the acceptance process, and SAs that are being leveraged from other agencies.

About this task

See Requesting Access to a Supervisory Activity, Accepting a Supervisory Activity, and Leveraging Another Agency's Supervisory Activity for more information.

Table 1. SA Acceptance and Leverage Report Content
Report Name Why SA is in Report
Acceptance
SAs in the following statuses of the acceptance process appear in the report:
  • In Progress: An EIC has been assigned to the SA to begin acceptance.
  • In Review: The EIC tasked with beginning acceptance has shared the SA for review with a staff director or staff user.
  • Accepted: The SA was accepted by your agency.
  • Rejected: The EIC or reviewers rejected the SA for acceptance.
Leveraged SAs that have a scope type of “Leveraged” appear in the report.

Procedure

  1. Select the Agency Reports drop-down menu from the Top Menu of the homepage.
    Agency Reports Top Menu
  2. Select SA Acceptance and Leverage.
  3. Staff directors or EICs that have been assigned to an SA to begin acceptance can do so from the report:
    1. Click the View Details the Viiew Details icon icon for an SA that is “In Progress.”
    2. Click Begin Acceptance.
      the begin acceptance command
    3. Follow the steps in Reviewing the SA Acceptance as the EIC.

What to do next

Looking for information you need that is not available on the progress reports? Send an email to the SES Feedback Team at sesfeedback@csbs.org.