Every Company that is created in RBA online will be requested to complete a Corporate Level SAQ. When the Company Administrator logs on to the system, they will see at notification in their To Do Box that they have a Corporate Level SAQ that
is ready to be completed

Select from the SAQs Menu Option, My Corporate SAQs

From the listing view select the Corporate SAQ where the status is and Select Edit

The SAQ form will appear for the user to enter their answer choices. The form can be completed either online using the web browser or offline by selecting the Download to Excel Button.

If the user chooses to complete the form offline using Excel, once they have completed their answer choices, they
must then select the Upload From Excel button which will upload the data back to RBA online.

If the user chooses “Download to Excel” they will see the following prompt

Once they fill out the Excel document, they will then have to go back to the Corporate SAQ Record and Select Upload from Excel.
Using the file uploader select the file you would like to upload

Select Upload File, then Select Close

The online form will now show it’s % complete based on the answers entered in the Excel document

After the SAQ is 100% complete the user will see a button appear at the bottom of the form which allows the user to “Release” the
submitted information to their Trading Partners

After the SAQ has been released the user will have the ability to edit the SAQ or download the report. The SAQ status will be set to Released.