checklist for ending one program year and beginning a new one (timesheets)

Modified on Tue, 20 Aug at 2:47 PM

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) timesheets
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
timesheet template management	You'll want to clone your timesheet template from the previous year if you are mostly keeping all of the same settings from your previous timesheet 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 timesheet template
	create a new timesheet template
timesheet association management
	add or remove timesheet associations
new reporter management
	enroll your new reporters one at a time
	enroll your new reporters with Excel