Uploading the Report

Once the report is prepared, it is ready to be uploaded to SES, with any associated documents and comments. Then it can be reviewed, and when ready, marked complete.

Before you begin

Preparing the Report

About this task

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 GB1:
    • Use ZIP compression to reduce file to less than 1 GB1
    • 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

Procedure

  1. Navigate to your supervisory activity.

    Supervisory Activities button on the Main Menu
  2. Click the Report tab.

    Click the report tab to open reports for this examination
  3. Click Upload Report.
    Upload Report Menu command
  4. Click Upload.
    1. Upload any associated documents in the Supporting Documents section.
    2. Enter additional comments in the Comments section.
    Upload Report dialog
  5. Select an option from the Available Next Actions.
  6. Click the corresponding action button.
    Choose the next available action after uploading the report
    Note: If you select Complete Report without Review, you must Click to Confirm the Report because you cannot make changes after this point.

    Do not mark the report complete until it is in the correct format and is the correct version ready to be sent to the company. No further changes to the report can be made if the report is marked complete.

    Note:
    • The Peer Review workflow can include all the participants on the SA.
    • The Review workflow can only include participants assigned the Reviewer role for the SA.
  7. Click View Report Versions to see the available versions of the report.
    The version marked Latest will be sent to the company by the package assembler.
    View Report Versions
    Report Version History screen
1 For documents uploaded to the Interactions tab, the maximum file size is 25 MB.