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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.
Managing Supervisory Activities
This section includes managing the Library, exam scheduling, and participants in a Supervisory Activity. Bulk download of data from supervisory activities is also included.
Managing the Library
The library was developed to help standardize the examination process from agency to agency. Managing the library includes adding, removing and updating agency-specific library items.
Exporting All Procedures from the Library
You can export all procedures and associated information requests from the SES Library.

Exporting All Procedures from the Library

You can export all procedures and associated information requests from the SES Library.

About this task

This procedure allows you to see an export of all procedures and associated information requests in one place. This is helpful when you are limited by the number of information requests that can be displayed per page in SES or you want to use the filtering capabilities available in Microsoft Excel.

Procedure

Log into SES as a Staff Director or User role.
Click View and Manage Library on the home page.
Click the Procedures tab if it is not already active.
Click Export All Procedures.

Results

The export is emailed to the requesting user the next day.

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.