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Manually Process Minister Reports

  1. Go to Program → Minister Report → Minister Report Records.

    Navigation path to Minster Reports.

  2. Click Add or Multi-Add if you are adding more than one record.

  3. Under the Name tab, enter the Minister File Number and Report Month. Report Year defaults to the current year; change if necessary. If the report is late, change Late Report to Yes.

    Minister Report Records in Add mode with Minister File Number, Report Month, and Report year highlighted with an arrow pointing to the Late Report field.

  4. Next, click the Detail tab. Fill in the information as indicated on the minister’s manual report that you received.

    Minister Report Records with the Detail tab highlighted.

  5. Then, click the Concerns/Comments tab. This is a blank slate so that you can enter any comments the minister has left on the manual report. Save all your changes in the upper left-hand corner.

    Minsiter Report Records window with the Concerns and Comments tab and Save highlighted.
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