Step by Step Guide for the Annual Checklist
Welcome to our guide on verifying key information using the Annual Checklist! This document will walk you through the essential steps to ensure your school's data, sports, activities, and personnel are accurate and up to date. Let's get started!
Quick Reference
Verify Core School Data
Verify Sports
Verify Activities
Verify Key Personnel
Getting Started
Before you dive into the verification process, it's a good idea to familiarize yourself with the Annual Checklist.
To access the Annual Checklist, click the button and select either District or Schools. Then follow the steps below to verify key information in the checklist.
Verify Core School Data
Click the Calendar button.
Select the Schools option under the Annual Checklist.
Click on the school checklist you wish to verify.
In the School Checklist, select the form option.
Review the information to ensure it is accurate. If you find any discrepancies, modify the necessary fields.
Once you have verified or modified the information, sign your name at the bottom of the form.
After completing your review, scroll to the bottom of the Verify Schools form, sign your name, and click Submit Form to save the information.
Verify Sports
Click the Calendar button.
Select the Schools option under the Annual Checklist.
Click on the school you wish to verify.
In the School Checklist, select the form option.
Verify the sport offerings.
Click on the trash can to remove any sports that are no longer offered.
Click on Add to add any additional commonly offered sports.
Verify team and coach options for each sport.
Scroll to the Manage Coaches area to ensure your personnel is accurate. Click to reflect your personnel.
You can also click to update any coach's position/title, experience, or record information.
On the sport's Edit page, scroll down to the Manage Teams area to ensure your offerings are accurate. Click to reflect your offerings.
Once you have verified or modified the information, click to save.
After finishing your review, scroll to the bottom of the Verify Sports form to sign your name and click Submit Form to save the information.
Verify Activities
Click the Calendar button.
Select the Schools option under the Annual Checklist.
Click on the school you wish to verify.
In the School Checklist, select the form option.
Verify the activity offerings.
Click on the Trash Can to remove any activities that are no longer offered.
Click on any additional activities you wish to add.
Verify team and advisor options for each activity.
Scroll to the Manage Teams area to ensure your offerings are accurate. Click to reflect your offerings.
Scroll to the Manage Advisors area to ensure your personnel is accurate. Click to reflect your personnel.
You can also click to update any advisor's position/title, experience, or record information.
Once you have verified or modified the information, click to save.
After finishing your review, scroll to the bottom of the Verify Activities form, sign your name, and click Submit Form to save the information.
Verify Key Personnel
Click the Calendar button.
Select the Schools option under the Annual Checklist.
Click on the school you wish to verify.
In the School checklist, select the form option.
Click 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, as they will only matter if you upgrade to FinalForms' complete service package.
Click to save the changes.
Click the trash can if this person no longer serves the school/district.
Click to add key personnel. An Assign pop-up will appear:
Enter a staff member's name and select their name from the drop-down if the key person exists within the system. If they don't show up, 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.
Click to save.
After finishing your review, scroll to the bottom of the Verify Key Personnel form, sign your name, and click Submit Form to save the information.
If you receive a prompt to provide additional information, please follow the on-screen instructions. Thank you for ensuring that your school's information is accurate and up-to-date!