When are the amendments created?

If the initial or follow-up E2B(R3) reports are submitted to a Reporting Destination or Agency, and the agency requests to send attachments, create the amendments by unlocking the case as significant follow-up and check the Amendment check box in the Case Form > General Tab > Follow-up section. Besides, enter the reason as well to create the amendments.

You can include attachments and provide details of the attachments in the Case Summary.

Amendment reports are auto-scheduled for the cases with Significant Amendments only, where the reporting destination is configured with an E2B(R3) profile.

Follow-up reports are auto-scheduled for the cases with Significant Amendments, where the reporting destination is configured other than E2B and E2B(R2) reports.

To manually schedule the Amendment reports for E2B(R3) for Significant Amendments or Non Significant Amendments, use the Scheduling New Expedited Report dialog. Select the Aware date pertaining to the amendment and schedule an E2B(R3) report. Aware date pertaining to an amendment can be identified by text (A) appended to the Aware date.

Note:

Oracle recommends that you have only one amendment for an Aware date, else it may be difficult to identify the latest amendment from the Aware date drop-down in the Scheduling New Expedited Report dialog.

When you manually schedule a report other than E2B or E2B(R2) for an Amendment Aware date, then the follow-up report is scheduled if there is a previously submitted report of the same report type to the same agency, else an initial report is scheduled.

Note:

You can create amendments only when a previously submitted E2B(R3) report exists.