Modifying the Lead Agency in a Multi-state SA

If the Lead Agency changes during the course of a multi-state supervisory activity (SA), you can reassign the lead agency and the Examiner in Charge (EIC) before the report is sent or before the SA is closed.

About this task

Note: Only the EIC and staff users from the current lead agency can modify the lead agency in a multi-state SA.

Procedure

  1. Navigate to your supervisory activity.

    Supervisory Activities button on the Main Menu
  2. Click Related Actions.
  3. Click Modify Lead Agency.
    Modify the Lead Agency on a Multi-state exam
  4. Select the New Lead Agency.
    Note: The new lead agency must be an agency already participating on the SA.
  5. Select the New Lead EIC.
    Note: The new EIC must be a participant on the SA.
  6. Select if you would like to remain as an active participant on the SA.
    Note: All the other participants from the old lead agency will remain on the SA in their original roles.
  7. Click Modify Lead Agency.

Results

The new EIC receives a notification that they have been made the EIC on the SA and their agency is now the lead agency on the SA.

The system updates the role of the previous lead agency to a participating agency.

The company lead receives a notification of the new lead agency and the new EIC of the supervisory activity. If the company lead has not been assigned, the SA contact receives the notification.