Canceling a Supervisory Activity

You can cancel a supervisory activity (SA) in SES at any time before the report is sent to the company.

About this task

Note: Only a staff user for the lead agency on an SA can cancel an SA.

Procedure

  1. Navigate to your supervisory activity.

    Supervisory Activities button on the Main Menu
  2. Click Related Actions.

    Rleated Actions Command
  3. Click Cancel Supervisory Activity.
    Cancel Supervisory Activity command
  4. Enter a reason for cancelation and upload any necessary documents.
    Note: All participating agency users on the SA can view the cancelation details, but the company cannot see the reason for cancelation.
  5. Click Cancel Supervisory Activity.
  6. Click Confirm.

Results

SES updates any information requests in a “Sent to Company” status to “Canceled.” The company can no longer respond to loan requests.

The company sees the following information when viewing the SA:
Company Perspective of a Canceled SA