Adding a Reference to the Library

Staff users or directors can add references as agency library items. Agency references are not automatically accessible by other agencies with access to SES; agency staff directors and staff users have the option to share, or not share, references with other agencies.

About this task

All agency users in the agency have access to that agency’s library items and can add them freely to any supervisory activity.

Remember: a document or a link is required to add a reference.


  1. Log into SES as a Staff Director or User role.
  2. Click View and Manage Library on the home page.
    SES Home Page commands available to staff users and staff directors.
  3. Click Add Reference.
    The menu bar for adding library items is in the upper right corner of the Library page
  4. Type a Title.
  5. Select a Business Type.
  6. Select an SA Type.
  7. Select a Milestone.
  8. Choose whether to Share with Other Agencies.
  9. Optional: Add a Link.
    The link must include a protocol (https: http: or ftp:) and use a common format. If you do not add a link, you must upload a document.
  10. Type the Description.
  11. Drag any associated documents to the Upload Documents field, and click Upload.
    Drag any associated documents to the Upload Documents field and click Upload
  12. Click Add Reference.
    Click Add Reference to add the new reference to the library
    You are returned to the Library page with your pre-selected filters still applied.