New Year Checklist

TABLE OF CONTENTS

• Accessing New Year Checklist in Your Success Center
• Comprehensive New Year Checklist

Accessing New Year Checklist in Your Success Center

The New Year Checklist is a curated set of articles to guide you through the process of closing out one program year and starting a new one. You'll find a comprehensive list of all relevant articles below, sorted by the Impact Suite modules you may be invested in.

A more personalized and interactive version of this New Year Checklist can be found in your personal Success Center -- just click the blue heart icon in the bottom right corner of your screen:

The checklist in your Success Center is designed to help you access information easily and track your progress:

• The list only features items from the America Learns modules you are currently invested in (Reporter Management, Timesheets, Surveys, Groups, and/or Financial Reporting)
• Each list item leads directly to a helpful article from our Knowledge Base
• You can check-off items that have been completed
• Other team members with administrative access to your Impact Suite will see the checklist as well as the progress of any completed items

If you are not seeing the New Year Checklist in your Impact Suite, please reach out to support@americalearns.net.

Comprehensive New Year Checklist

The checklist below includes information for all Impact Suite modules (Reporter Management, Timesheets, Surveys, Groups, and Financial Reporting)

Wrapping Up Your Previous Term
	export reporter profile data (if you need a backup)
	export printable timesheets (if you need a backup)
	archive reporters not returning to your program
	why can't I archive my reporter?
	archive sites that are no longer with your program
	archive admin that are no longer with your program
Review and Update Your Home Page and Messaging
	update your homepage settings
	customize your auto-messages
Reporter Management
	clone relevant panels and subpanels
	create new panels, sub-panels, context blocks, and fields (as needed)
	update your panel visibility settings
	make fields mandatory when enrolling new reporters (optional)
	limit field visibility by admin role
	upload document signing templates (if using SignNow)
	update type 1 association items
	enroll new reporters
	update returning reporter settings
	send welcome/password setup email to reporters
	export reporters to confirm they are connected to the right settings
	initiate reporter profile reviews by admin (optional)
Site Management
	enroll new sites
	create or update site profiles (optional)
Admin Management
	create new or update existing admin roles
	enroll new admin accounts
	create or update admin profiles (optional)
Timesheet Management
	clone your timesheet template
	add or remove timesheet positions
	ensure your timesheet template is up to date with current compliance recommendations (AmeriCorps)
	ensure your timesheet policy is up-to-date
Group Management
	using your current group again this year? archive identifiers
	need to create a new group this year?
	need to clone a profile layout from a previous group?
	check your group enrollment settings and instructions
Survey Creation, Management, and Scheduling
	review question properties to ensure that settings are up to date
	create new questions (optional)
	create new forms (optional)
	add display logic to your forms (optional)
	schedule launches
	activate your reporters
Financial Reporting Management
	connect with America Learns to select your budget template
	enter your active prime federal codes
	create a new program year
	enter details for each program
	customize your automated e-mail notifications
	determine who will enter each program's budget
Plan for Success!
	want to set up a call with a member of our team?
	impersonate a reporter to confirm your settings are correct