Supervisory Activity Participant Roles
These roles are assigned at supervisory activity level, frequently change by exam, and indicate what the user can do in a specific supervisory activity.
Note: For more information on the permissions available for users at the system level, see
SES Agency System Roles & Consumer Complaints Roles.
| Role | Examiner in Charge (EIC) | Examiner | Reviewer | Peer Reviewer | Package Assembler |
|---|---|---|---|---|---|
| Description | Manages a supervisory activity from start to finish. | Supports the EIC in completing a supervisory activity by doing work. | Supports the EIC in completing a supervisory activity by reviewing and commenting. | Supports the EIC by reviewing the aspects of a supervisory activity without making approval decisions. | Compiles the full report package and transmits it to the company. |
| Supervisory Activity Duties Unique to Role | The only participant on a supervisory activity to directly communicate with the company. | Working procedures, updating findings, managing loan request associations, adding and completing report commentary. | Reviewing and updating the scope, reviewing the plan, updating the report. | Commenting on the scope and plan; viewing and uploading report versions. | See description above. |
Note: These roles and their descriptions are different when leading or participating in a
multi-state examination. For full details on all system user roles and groups, see the SES
Roles and Permissions Spreadsheet, available in the Agency User Roles and Permissions (Excel format).
EIC Resources
- Managing Agency Supervisory Activity Participants
- Managing the Scope
- Defining the Plan
- Sending Information Requests to the Company
- Findings
- Preparing the Report
- Preparing and Uploading the Report of Examination
- Marking Report Response from Company as Complete
- Scheduling the Exit Meeting
- Entering Close Out Information
- Updating Close Out Information
Note: The resources above also apply for staff users from the lead agency who are assigned as
a participant on a supervisory activity.