Use this Guide to End One Program Year and Begin a New One
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| assembling documentation for the program year | |
  | assembling documentation for the program year exporting (and printing) time sheets |
| reporter management | |
 | archive reporters not returning to your program |
| having trouble archiving reporters? see: why can't I archive my reporter? | |
 | hide panels for reporters without data |
 | use this article to create a new profile or clone the one from the previous year reporter profile creation: creating panels, sub-panels, context blocks, and fields |
 | create any new documents in signNow (if applicable) document signing: user guide |
| site management | |
 | enroll new sites |
 | remove sites that are no longer working with your program |
| staff management | |
 | create any new staff roles |
 | enroll new staff and supervisor accounts |
 | delete or archive any staff or supervisors no longer with your program |
| time sheet template management | You'll want to clone your time sheet template from the previous year if you are mostly keeping all of the same settings from your previous time sheet template minus the start and end dates. You'll want to create a completely new template if you want to start from scratch. |
 | clone your time sheet template |
 | create a new time sheet template |
| time sheet association management | |
 | add or remove time sheet associations |
| new reporter management | |
 | enroll your new reporters one at a time |
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