Assigning the Company Lead on a Supervisory Activity

The company lead is the main point of contact for a Supervisory Activity, responsible for responding to Information Request (IR), the Report of Examination (ROE), and Matters Requiring Attention (MRA).

About this task

Note: The supervisory activity contact is the only user who can assign a company lead on an SA.
Figure 1. Video: Assigning the Company Lead


  1. Click New Exam – Assign Company Lead on the homepage.
    Click on the New Exam - Assign Company Lead task in the Tasks pane on the homepage
  2. Select a company lead from the Company Lead list at the bottom of the page.
    Select the person intended to be company lead.
  3. Click Assign Company Lead.
    Assign Company Lead button