how to set up a reporter serving two (or more) terms in the same program year

NOTE: Ensure the reporter has completed and approved timesheets for the service term before following these steps.

1. On the left, in your Mission Control, click Reporters, Staff & Sites.
   
   
2. On the right, click Create and manage reporters.
   
   
3. Find the reporter who needs a new term and open their profile.
   
   
4. Under the panel Name & Contact Details, click Edit.
   
   
5. Change the reporter's e-mail address. Example: change allison@americalearns.net by adding "_old" before the @ sign. Like this: allison_old@americalearns.net
   
   IMPORTANT: The system will ask if you are updating the reporter's email address or creating a new user. 
    
   
6. Archive the account with the altered email address.  (This article will remind you how to archive folks.)
   
   
7. Return to the Reporter Management page (from Mission Control, Reporters, Staff & Sites > Create and manage reporters), and select the option to Add a New Reporter.
   
   
8. Create a new account with the reporter's First Name, Last Name, and current, unaltered e-mail address.
   
   Note: Send the reporter the new welcome email so that they can set a password for their new account.
   
   Open up the new reporter profile.
   
   
9. Under the Timesheet Settings panel, assign the reporter to their new timesheet association and template.
   
   
10. Click Update. 

Scenario: You have more than one time template, and the reporter has completed one term and will begin another in the same year but can move to the new template.

NOTE: Ensure the reporter has completed and approved timesheets for the service term before following these steps.

Update your reporter profile to handle the second term. Move the reporter to the new template.

For example, you might need to create a second Reporter Service Agreement field (or ensure that your current field can handle more than one document). 

To update your fields, follow these steps: 

1. On the left, in your Mission Control, click Manage Reporters, Staff & Your Account.
   
   
2. On the right, click Create and manage reporters.
   
   
3. On the right, use the More drop-down menu and select Manage Fields and Profile Layout.
   
   
4. Find the field you want to update and click it. This will open a window.

To clone panels or sub-panels, follow these steps.

To clone a panel:

1. On the left, in your Mission Control, click Manage Reporters, Staff & Your Account.
   
   
2. On the right, use the More drop-down menu and select Manage Fields and Profile Layout.
   
   
3. Find the panel you would like to clone and click this icon: 
4. A pop-window will appear.
   a) Give your cloned panel a new, unique name.
   
   b) If there are any sub-panels within the panel, you'll have the option to clone those as well.
   
   Here you can rename the sub-panels as needed.
   
   
5. Click Update.
   
   Newly cloned panels will appear at the bottom of your profile management page. You can drag and drop these as you like.

To clone a sub-panel:

1. On the left, in your Mission Control, select Groups.
   
   

2. Find the section called Manage Groups and use the drop-down to choose the group you’d like to work on.
   
   

3. Find the sub-panel you would like to clone and click this icon: 
4. A pop-window will appear.
   
   a) First, use the drop-down menu to add cloned sub-panel to the panel of your choice.
   
   b) Then, give your cloned sub-panel a name.
   
5. Click Update.

Updating the timesheet template for the Reporter.

1. On the left, in your Mission Control, click Reporters, Staff & Sites.
   
   
2. On the right, click Create and manage reporters.
   
   
3. Find the reporter's name in the table and click it. You can make changes to any panel or sub-panel by using the Edit buttons on the right and by clicking Update.
   
   
4. Open the Timesheet Settings panel and click the Edit button.
   
   
5. Update their Timesheet Association, Timesheet Template, and add any blackout dates. Click Update to save your changes.