Closing Out a Supervisory Activity

When a Supervisory Activity is completed, you can close and lock it.

To close and lock a supervisory activity, you must enter the Close Out information and mark it as complete. The report response must also be marked as complete. See Marking Report Response from Company as Complete for more information.

Note: Only staff users from the lead agency assigned as a participant on the SA can close and lock an SA. The close out information must be completed and the report response from the company must be marked complete by the EIC to be able to close and lock an SA.
Figure 1. Video: Entering Closeout Information and Marking the Report Response as Complete
Figure 2. Video: Closing and Locking a Supervisory Activity
Fastpath: View the SES Milestones Prezi for a handy job-aid.