Procedures
Procedures are used to guide examiners during the examination in the review of company documentation or compliance with statutes, regulations, and other requirements.
Once the scope is marked complete, procedures are added to the SA.
- Single-state Exams: Standard and agency core procedures are automatically added to the SA based on the scope type selected.
- Multi-state Exams: Only the standard core procedures are automatically added to the SA based on the scope type selected.
If you are conducting an investigation, procedures and IRs are not automatically added to the SA, but they can be manually added.
Fastpath: View the SES Milestones Prezi for a handy job-aid.