Milestones and the Supervisory Activity Workflow

The workflow and its milestones are displayed on the supervisory activity's Summary page. There are seven milestones in total, and there are specific tasks to be completed in that phase of the supervisory activity.

Certain actions will reveal pages during the Supervisory Activity. Some of these pages are only available once the SA has reached a certain milestone in the workflow.

Fastpath: View the SES Milestones Prezi for a handy job-aid.
Actions that reveal pages (8 actions total):
Results of those actions
Marking Scope Complete
  • Moves SA to Planning Milestone
  • Adds agency and standard core IRs to this SA—the ones that match the scope type
  • Pages revealed:
    • Plan
    • IRs
    • Loan Requests
    • Examination
Move to In-Flight
  • Moves SA to In-Flight Milestone.
  • Adds core procedures and any associated information requests based on the selected AFRs, Business Activities, and Scope Type
  • Pages revealed:
    • Report
    • MRA
Uploading the (draft) Report
  • Moves SA to Drafting Milestone
Assigning the Package Assembler
Assemble and Send Report Package
  • Moves SA to the Close Out milestone
  • That includes sending the report to the company
  • Pages Revealed: None
Mark Report Response Complete
  • Pages revealed
    • Close-Out
Enter Close out Information
Staff User clicks Close and Lock button
  • Moves SA to the Closed Milestone