How can I add a narrative to a Staff Action Monthly Report

Up until the time a Staff Action Monthly Report is Approved, users can add Narrative to the report.

There are 3 specific kinds of narratives which can be added to a Monthly Report:

• Description of actions of staff to address challenges
• Description of the individual's response
• Issue or concerns

To add a narrative...

• Open the Staff Action - Data Log screen
• Select the Monthly Reports tab
• Locate the report you wish to add the narrative to and click on the view Eye to open the report

• Scroll down in the report towards the bottom of the Staff Action Monthly Report, below the POMS Goals, to locate the narrative icons

Clicking on the icon will open a word processor for you to enter your narrative:

Example:

• After you have created your narrative, click Save.
• Your narrative will be displayed in the Monthly Report: