Skip to content
English
Ticket Center
Contact us
  • There are no suggestions because the search field is empty.

Program Monitoring Checklist

Program Monitoring Checklist

This checklist is a collection of action items that we recommend completing on a regular basis in order to keep your data collection efforts running smoothly.

  Action Instructions Suggested Frequency
2VxOOBN7gg1YbX6yTaMIkDVEItinuDzGNg Identify and communicate with members that have overdue timesheets tracking and following up with reporters with overdue timesheets Weekly / Bi-Weekly
2VxOOBN7gg1YbX6yTaMIkDVEItinuDzGNg Identify and communicate with supervisors that have timesheets pending their review tracking and following up with timesheet supervisors who need to screen timesheets Weekly / Bi-Weekly
2VxOOBN7gg1YbX6yTaMIkDVEItinuDzGNg
 		 Run a report for some quick timesheet stats exporting reporter profile + limited timesheet data (to Excel) Weekly / Bi-Weekly
2VxOOBN7gg1YbX6yTaMIkDVEItinuDzGNg Update member timesheet settings as needed.

If using Finish Line Status, it is essential that members' personal start & end dates, blackout days, and time off calendars are accurate and up to date.		 assigning reporters to their timesheet settings As needed
2VxOOBN7gg1YbX6yTaMIkDVEItinuDzGNg Run a program-wide timesheet report to identify members that are falling behind and make plans to intervene Timesheets: Reports - Timesheet Totals Monthly
2VxOOBN7gg1YbX6yTaMIkDVEItinuDzGNg
 		 Archive exiting members archiving, restoring and deleting reporters As needed
2VxOOBN7gg1YbX6yTaMIkDVEItinuDzGNg Review member files for completion exporting reporter profile data to Excel (and creating reporter segments) Daily / Weekly during onboarding and exiting;

Monthly / As Needed during service year
2VxOOBN7gg1YbX6yTaMIkDVEItinuDzGNg
 		 Identify and communicate with members that have overdue surveys completion tracker Weekly / Monthly