Welcome to the Annual Checklist guide! This document is designed to help you keep your school's information, sports, and key personnel up to date in FinalForms. Each spring, we provide this checklist to assist you in preparing for the upcoming school year. Follow the steps below to complete the checklist efficiently.

Start by watching the overview video to familiarize yourself with the checklist process.

Once you've watched the video, make sure to sign off on this step.

To ensure that your information is accurate, follow these steps:

• Click “Edit” in any school’s row.

• Review the information and modify any fields that are not accurate.

• After verifying or modifying the information, click “Update.”

• Don’t forget to sign off on this step!

Next, review the sports information for the current school year:

• Ensure that all information is accurate by following steps a, b, and c.

• Verify your sport offerings:

  • Click the “Trash Can” icon to remove any sports that are no longer offered.

  • Click “+ Add” to include any additional sports you wish to add.

• Verify team and coach options for each sport:

  • Click “Edit” to review information for any sport.

• Managing Teams:

  • Scroll to the Manage Teams area (Varsity, JV, A, B, Green, Blue, etc.) to ensure your offerings are accurate. Click “Remove” or “+ Add Team” as needed.

• Managing Coaches:

  • Scroll to the Manage Coaches area to ensure your personnel is accurate. Click “Remove” or “+ Add Coach” to reflect your personnel.

  • You can also click “Edit” to update any coach’s position/title, experience, or record information.

• Once you have verified or modified the information, click “Update Sport.”

IMPORTANT: Management can also be done from the Manage > Sports page. If mass updates of sports are necessary, you may use the Import functions on that page.

Review the activities information for the current school year:

• Ensure that all information is accurate by following steps a, b, and c.

• Verify your activity offerings:

  • Click the “Trash Can” icon to remove any activities that are no longer offered.

  • Click “+ Add” to include any additional activities you wish to add.

• Verify team and coach options for each activity:

  • Click “Edit” to review information for any activity.

• Managing Teams:

  • Scroll to the Manage Teams area (Group 1, Group 2, AM, PM, etc.) to ensure your offerings are accurate. Click “Remove” or “+ Add Team” as needed.

• Managing Coaches:

  • Scroll to the Manage Coaches area to ensure your personnel is accurate. Click “Remove” or “+ Add Coach” to reflect your personnel.

  • You can also click “Edit” to update any coach’s position/title, experience, or record information.

• Once you have verified or modified the information, click “Update Activity.”

IMPORTANT: Management can also be done from the Manage > Activities page. If mass updates of activities are necessary, you may use the Import functions on that page.

Review the key personnel for the current school year to ensure accuracy. If any changes are needed, follow these steps:

• Click “Edit Position” to change a person’s position within the school/district.

• Modify the School/Dept, Position(s), and/or Title as needed. Please do not modify the Permissions. Note: Permissions will only matter if/when you upgrade to FinalForms’ complete service package.

• Click “Update Role.”

• If a person no longer serves the school/district, click “Remove.”

• To add new key personnel, click “+ Add.”

• Select Staff if the key person exists within the system.

• If the key person does not exist, click “Click here to create one.”

• To create a new key person, enter their First Name, Last Name, Email Address, and any other available information.

• Finally, click “Create Staff.”

By following these steps, you can ensure that your school's information is accurate and up to date. Thank you for your attention to detail and for helping us maintain a smooth operation for the upcoming school year!