TABLE OF CONTENTS
Bi-Weekly Timesheet Checklist
 | Run the 'Members who need to submit sheets' report | Communicate with Members who need to catch up. |
| Instructions |
 | Run the 'Supervisors who need to screen sheets' report | Communicate with Supervisors who need to catch up. Celebrate Supervisors who are getting things done! |
| Instructions |
 | Run the Quick Timesheet Stats report | This report can give you a sense of who needs to catch up. |
| Instructions |
 | Update Blackout Dates (that have changed) | Keeping your blackout dates accurate for Members ensures they have a clear and up-to-date picture of where they are and where they need to go to complete service on time. |
| Instructions |
Monthly Checklist
 | Run the Timesheet Totals report | Intervene when members need to catch up by creating an action plan with their Supervisor. |
| Instructions |
 | Run the Completion Tracker for any Forms that were released this month | Check to see which Members need to follow through on reporting requirements. |
| Instructions |
 | If a Member withdraws or leaves the program early: Mark your Member as an early exit | This prevents Members no longer participating from receiving communications or being included in certain reports. It does not permanently delete their data. |
| Instructions |
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