How can I add a narrative to a Staff Action Monthly Report
  • 13 Oct 2023
  • 1 Minute to read
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How can I add a narrative to a Staff Action Monthly Report

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Article summary

Users can edit the Staff Action Plan Monthly Report by adding a narrative.

NOTE: Once the report is approved, it is no longer editable.

Open a Staff Action Montly Report by clicking on the Eye in the Monthly Report tab, on the Staff Action Data Log page, for the desired individual.

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As long as the report has not been approved and remains in Draft mode...

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Users can Enter a Narrative by clicking on the Edit Narrative icon:

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This will open a word processor screen for you to Enter your Comments.

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Save the text.

Once the Monthly Report is Approved, the form is locked and no additional narratives can be entered.

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