Completing and Submitting Quarterly Reports Version 1.0 October 24, 2008

Transcription

1 Com mpletingg and Submittingg Quarteerly Reports Veersion 1.0 Octo ober 24,

2 Assuming a county authority has already approved you to complete Quarterly Reports on the new SAP Online website, go to the website and login with your login credentials. Next, click on Reporting Obligations: October 24, 2008 Version 1.0 Page 2

3 A page will display as shown below: Pleasee note: The system will automatically direct you to the last quarter which has not yet been completed. Quarter I, as shown above, must be completed before Quarters II, III, and IV. October 24, 2008 Version 1.0 Page 3

4 At the top of the page, you ll notice a Quarterly Supplemental Report. This report must be completed prior to the release of Quarterly Forms to the county authority/authorities. This form is very short and only contains three questions. October 24, 2008 Version 1.0 Page 4

5 The Quarterly Supplemental Report Click on Complete Submission Form to access the Quarterly Supplemental Report: Answer the questions as shown below and click Save & Continue to save your reported data and exit the form: October 24, 2008 Version 1.0 Page 5

6 Quarterly Report Forms The Quarterly Report Form collects the same data every quarter. The system will automatically direct you to the last quarter which has not yet been completed. For the example below, this private provider has three LEAs to report for: Click on a LEA s Quarter I to access the form (see red circles above). Each LEA will have its own Quarter I Form. October 24, 2008 Version 1.0 Page 6

7 After clicking on the Quarter I link, the following blank form will appear: Enter numerical values in the boxes shown above and click Save & Continue at the bottom of the page to advance to the next page (Theree are six pages total.). After you complete and save the sixth page, you will be re directed back to the main Quarterly Reports home area. Please note the circled Page Tabs shown above. These tabs will allow you to flip among the pages of the form quite easily and quickly. Please note: You must click Save & Continue at the bottom of the page to save your data first! October 24, 2008 Version 1.0 Page 7

8 When all forms have been completed, you re now ready to audit and release your forms to the county authority/authorities. Click Audit/Release Form: The following will appear: For this example, the report passed the audit (there are NO ERRORS) and you are instructed to click Approve Report to finish the submission process or click Cancel to return to the form to make adjustments. October 24, 2008 Version 1.0 Page 8

9 When you Approve (the) Report, it is sent to your county authority/authorities and you are returned to the Quarterly Reports Home page. The page links will be grayed out, indicating they can no longer be accessed and a message indicating the status of the submission will be displayed: It is recommended you contact your county authority/authorities and let them know you ve submitted your report for their approval to help speed up the process. October 24, 2008 Version 1.0 Page 9

10 If you skip the Quarterly Supplemental Report or do not complete all the pages of the Quarterly Forms, the system will throw error messages. The forms are all defaulted to 0 s, but if you do not hit Save & Continue to enter all zeroes on each form, it will not validate those answers. The system will assume you have skipped the forms or overlooked them. After clicking Audit/Release Form, an example of a skipped over Page 3 will display the following: For this example, an error message stating Form 3 has not been completed has been displayed. The far right of the message also shows how many errors are remaining (For this example, 4 errors remain.). To exit the audit mode and return to the forms, click on the or you may enter the correct responses (if any) and click Save & Continue. If you have 0 s to report, simply leave the boxes as they are and click Save & Continue. Don t forget: You must complete the Quarterly Supplemental Report before you release your forms to the county authority/authorities! If you have any questions about how to submit your Quarterly Reporting Forms, please contact KSys Incorporated at: (814) [Press 2 at the voice prompt for the Help Desk.]. The Help Desk is available Monday through Friday from 8 a.m. to 5 p.m. October 24, 2008 Version 1.0 Page 10