Overview

This article provides information and instructions on creating a new Post Award Report Form in Next.

Post Award Report Forms

There are times when an award cycle of a program requires reporting from award recipients for various reasons.

The Post Award Report Form provides a method for award recipients to complete the collection of requested post-award information in a uniform format on an established schedule.

Report Forms have a Publish button because they are used as templates for reporting purposes within award agreements, when applicable.  (Please see the article titled Award Agreement Templates for more information.)

 

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Once a Report Form is published, it can no longer be edited.  If a mistake was made, or changes are needed, a new Report Form must be created.

To create a new Post Award Report Form:

1. Within the appropriate program cycle, select Post Award from the left panel menu, to reveal its submenu.

2. Select Report Forms.

3. Select the Create New button.

4. Select the Open button of the new form that appears on the list.

5. Select whether the form will have sections or not.  (Please see the article titled Add a Section for more information about form sections.)

6. Select the Confirm button.  

7. Select the Got It button to close the help message about changing the form’s structure.  (Please see the article titled Change Form Structure for more information about switching the form’s structure of sections or no sections after it is created.)

8. Add form fields and configure them as needed.  (Please see the articles titled Build a Form, Rename a Form, Add a Form Field, and Configure Form Fields for more information about those steps.)
9. Notice that the form is automatically saved as it is changed or edited.

10. When the report form is complete, select the Publish button.

11. Select the Submit button on the confirmation popup to publish the form.

12. A message briefly appears on the screen confirming the form was published.

13. There is also messaging on the form stating it is now read only.

The published Report Form will now be available to select when setting up a reporting schedule in an Award Agreement.  (Please see the article titled Award Agreement Templates for more information.)

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