assembling documentation for the program year

Assembling Documentation for the Program Year

Each program we serve tends to have its own year-end closeout documentation practices. This section reviews the most common practices.

Exporting all sheets into a single PDF file (our favorite option)

Just follow the steps to export all of your sheets into a single PDF.  We recommend storing that PDF in multiple locations and on two to three flash drives (which you can then store in your filing cabinet instead of reams of paper sheets).

Printing copies of every single sheet

Just follow the steps to export all of your sheets into a single PDF, and then print it. 

Creating a Screenshot of Reporters’ Final Approved Hours for Any Paper Files

1. On the left, in your Mission Control, click Time Sheets.
   
   

2. On the right, under the section View & Screen Individual Time Sheets, select your template.
   
   

3. Click Display all relevant reporters below.
   
   

4. Select the name of the reporter you are exiting.
   
   

5. Print the first page of the next screen.