checklist for beginning a new program year (data+ no groups)

Modified on Fri, 02 Jun 2023 at 12:06 PM

See this Guide to Setup Your Groups and Forms for the Next Program Year

 Click the article to open it in a new tab.
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 have termed from 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
form creation, management and scheduling
create new and update pre-existing report questions

see also:
create a new question
understanding 3D matrix questions
assemble first form for the year

launching forms
new reporter management

enroll your new reporters one at a time

enroll your new reporters with Excel

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