In this topic, you will learn how to complete and submit an electronic performance report.
Steps:
Click the Package Submission menu item to begin the process of completing and submitting an electronic performance report.
Step 1The system displays your list of awards.
Click the Select option to mark award P407W100001.
Step 2Click the Continue > button to continue to the Performance Report List tab.
Step 3Click the Vertical scrollbar to scroll down and view the reports packages which are required for your award(s).
Step 4The 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 5Click the Select option to mark the Annual Financial package in the Current Report Packages section.
Step 6Click the Initiate button to begin entering the report.
Step 7The system displays a message indicating that the report package has been initiated.
Click the Vertical scrollbar to scroll down to the forms.
Step 8The forms which are part of the package display with the initial status of "Draft."
Step 9Click the Select button to select the first form listed.
Step 10Click the Edit Form button to begin editing the form you selected.
Step 11Click the Annual Performance Report option box.
Step 12This screen shows a sample of a completed first page of a report.
Step 13Click the Vertical scrollbar to scroll down.
Step 14This screen shows the attachment section of the report. Note that the Title is defaults automatically from the previous sections.
Step 15Click the Browse. . . button to select the attachment from your computer's directory.
Step 16The report has been selected from the directory and now displays in the File field.
Step 17Click the Form Complete option box to indicate that the form is complete.
Step 18Click the Save & Return to Package button to save the form and return to the report package.
Step 19The system displays a message indicating that the form was successfully saved.
Click the Vertical scrollbar to scroll down.
Step 20You can repeat the process for each of the forms until each one is completed.
Step 21Note: You may save a draft of your work without submitting it by clicking the Save button.
Step 22Click the Preview Package button to generate a preview of the package.
Step 23Click the Vertical scrollbar to scroll down to the package preview link which was just generated.
Step 24Click the Click here to view the Report Package Document link.
Step 25This screen shows a sample cover sheet for a report.
Step 26This screen shows the first page of a sample completed report.
Step 27This screen shows a sample Budget Expenditure section of a report.
Note: You may print the report by clicking the universal print icon.
Step 28Click the Close Tab button to close the preview of the report and return to the G5 screen.
Step 29Click the Continue > button to continue to the Summary tab.
Step 30Click the Vertical scrollbar to scroll down.
Step 31Click the Submit button to submit and save the report.
Step 32The system displays a message indicating that the report was submitted successfully.
Click the Vertical scrollbar to scroll down.
Step 33Note: If you would like to complete additional reports, you may click Done and return to your list of awards to repeat the process.
Step 34Click the Go To Home button to return to the My Home Page screen.
Step 35Congratulations!
You have successfully completed and submitted an electronic performance report.