This article explains how to open, update, and submit status reports.
In the main navigation, select the Status Reports icon. You will see any status reports that you own & are open, and any that are awaiting your approval.
Click the name of a Status Report (which is the name of the plan) to view the report.
- Select the appropriate report Date field.
- Update any plan fields as needed, such as health fields, text fields for updating status, accomplishments, etc.
- When ready, click the submit button. After submission, the fields will not be editable on the status report any more.
- Click the person icon to see who is listed as the owner & approver for the status report.
- Click the PDF icon to export & view the PDF of the status report.