Complete and Submit a Performance Report


Concept

In this topic, you will learn how to complete and submit an electronic performance report.


Steps:

  1. Click the Package Submission menu item to begin the process of completing and submitting an electronic performance report.

    Step 1
  2. The system displays your list of awards.

     

    Click the Select option to mark award P407W100001.

    Step 2
  3. Click the Continue > button to continue to the Performance Report List tab.

    Step 3
  4. Click the Vertical scrollbar to scroll down and view the reports packages which are required for your award(s).

    Step 4
  5. The Performance Report Packages screen has two sections, Current Report Packages and My Performance Reports.  The Current Report section lists all the packages which have not been initiated or started which are still current.  The My Performance Reports section lists your reports which have been initiated, submitted or which are past due.

    Step 5
  6. Click the Select option to mark the Annual Financial package in the Current Report Packages section.

    Step 6
  7. Click the Initiate button to begin entering the report.

    Step 7
  8. The system displays a message indicating that the report package has been initiated.

     

    Click the Vertical scrollbar to scroll down to the forms.

    Step 8
  9. The forms which are part of the package display with the initial status of "Draft."

    Step 9
  10. Click the Select button to select the first form listed.

    Step 10
  11. Click the Edit Form button to begin editing the form you selected.

    Step 11
  12. Click the Annual Performance Report option box.

    Step 12
  13. This screen shows a sample of a completed first page of a report.

    Step 13
  14. Click the Vertical scrollbar to scroll down.

    Step 14
  15. This screen shows the attachment section of the report.  Note that the Title is defaults automatically from the previous sections.

    Step 15
  16. Click the Browse. . . button to select the attachment from your computer's directory.

    Step 16
  17. The report has been selected from the directory and now displays in the File field.

    Step 17
  18. Click the Form Complete option box to indicate that the form is complete.

    Step 18
  19. Click the Save & Return to Package button to save the form and return to the report package.

    Step 19
  20. The system displays a message indicating that the form was successfully saved.

     

    Click the Vertical scrollbar to scroll down.

    Step 20
  21. You can repeat the process for each of the forms until each one is completed.

    Step 21
  22. Note:  You may save a draft of your work without submitting it by clicking the Save button.

    Step 22
  23. Click the Preview Package button to generate a preview of the package.

    Step 23
  24. Click the Vertical scrollbar to scroll down to the package preview link which was just generated.

    Step 24
  25. Click the Click here to view the Report Package Document link.

    Step 25
  26. This screen shows a sample cover sheet for a report.

    Step 26
  27. This screen shows the first page of a sample completed report.

    Step 27
  28. This screen shows a sample Budget Expenditure section of a report.

     

    Note:  You may print the report by clicking the universal print icon.

    Step 28
  29. Click the Close Tab button to close the preview of the report and return to the G5 screen.

    Step 29
  30. Click the Continue > button to continue to the Summary tab.

    Step 30
  31. Click the Vertical scrollbar to scroll down.

    Step 31
  32. Click the Submit button to submit and save the report.

    Step 32
  33. The system displays a message indicating that the report was submitted successfully.

     

    Click the Vertical scrollbar to scroll down.

    Step 33
  34. Note:  If you would like to complete additional reports, you may click Done and return to your list of awards to repeat the