checklist for beginning a new program year (managing reporters)

Modified on Fri, 2 Jun, 2023 at 12:09 PM

See this Guide to Setup Your Reporters for the Next Program Year

 Click the article to open it in a new tab.
reporter management

 hide panels for reporters without data
archive reporters not returning to your program.

using type 1 associations to create communications groups
having trouble archiving reporters? see: why can't I archive my reporter?
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
new reporter management

enroll your new reporters one at a time

enroll your new reporters with Excel

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