Edit a Performance Report


Concept

In this topic, you will learn how to edit a performance report.


Steps:

  1. Click the Package Submission menu item to begin the process of editing a performance report.

    Step 1
  2. The awards associated with your user ID display.

     

    Click the Select button to mark Award P407W100001.

    Step 2
  3. Click the Continue > button to continue to the list of reports which are required.

    Step 3
  4. Click the Vertical scrollbar to scroll down and view the list of reports.

    Step 4
  5. Click the Select button to mark the Annual Performance report for Award P407W100001.

    Step 5
  6. Click the Edit Report button to edit the report you selected.

    Step 6
  7. Click the Vertical scrollbar to scroll down to the forms.

    Step 7
  8. For this example, Sections B and C of the standard ED 524B form are in Draft status.  They will be edited and completed.

    Step 8
  9. Click the Select button to mark Form 1852_6003 (ED 524B) - Sections B and C.

    Step 9
  10. Click the Edit Form button to edit the form you selected.

    Step 10
  11. The form displays.

     

    Click the Browse… button for the File field in Section B.

    Step 11
  12. Select the Financial Year 1 file from the list.

    Step 12
  13. Click the Open button to add the file to the form.

    Step 13
  14. The file is now displayed in the field.

     

    Click the Vertical scrollbar to scroll down.

    Step 14
  15. Click the Form Complete option box to indicate that the form is now complete.

    Step 15
  16. Click the Save & Return to Package button to save the attached file and return to the package.

    Step 16
  17. A message displays indicating that the form was successfully saved.

     

    Click the Vertical scrollbar to scroll down.

    Step 17
  18. The status of the form has updated to "Completed."

     

    Click the Preview Package button to generate the package to preview.

    Step 18
  19. Click the Vertical scrollbar to scroll down.

    Step 19
  20. Click the Click here to view the Report Package Document link to view the package.

    Step 20
  21. This screen shows a sample cover page for a performance report.

    Step 21
  22. This screen shows a sample of the first page of a completed report.

    Step 22
  23. This screen shows the completed Budget Expenditures section of a sample report.

    Step 23
  24. Click the Close Tab button to close the report and return to the G5 screen.

    Step 24
  25. Click the Continue > button to continue to the Summary tab.

    Step 25
  26. Click the Vertical scrollbar to scroll down.

    Step 26
  27. Click the Submit button to submit and save the edited report package.

    Step 27
  28. The system displays a message indicating that the report package was submitted successfully.

     

    Click the Vertical scrollbar to scroll down.

    Step 28</