Performance Measure Reporting

The process for submitting Performance Measure (PM) Reports is as follows:

1. Program Director creates their initial Performance Measures in OCR2. Directors submit initial PMs for State Program Officer /Staff Approval3. PMs are Reviewed and Approved by your Program Officer

_________4. Once approved, Program Director can submit periodic Progress Reports as required5. Staff can send back “Comments” on Performance Measure Progress Reports6. Program Directors can re-submit PM reports if necessary

_________

Notifications will appear on both Staff and PD “notification pages” when PM reports need attention

Step 1. Program Director creates their initial Performance Measures in OCR1. Select: Add to/Update> Create Performance Measure2. Select: Add A New Performance Measure

Step 2. Program Director submits initial PMs for State Program Officer /Staff Approval1. Copy/Paste your performance measure statements from eGrants into OnCorps2. “Save” to continue working on later, “Submit for Approval” when done; do this for each of

your Performance Measures. 3. * NOTE: You cannot submit a PM progress report until all initial PM’s have been approved by

your Program Officer.

Enter your text here

Step 3. State Commission Staff reviews/approved Performance Measures1. Staff Logs in…notification page shows items awaiting review2. Select: View Reports > Review/Approve Performance Measures3. Select a program, or View All, then select Approval & Comments for each Performance

Measure record displayed.

Step 3. Cont. --- Approving Performance Measures, Staff Login1. Approval & Comments page: review the text, “Approve” if correct, then

save. Staff can add comments if desired.2. Once approved, Program Directors cannot change any of the text, but they

can begin to file progress reports.

Step 4. Program Directors can now File Periodic Progress Reports for their APPROVED Performance Measures.

1. Program Directors: To submit reports, login, then select “Add to/Update> Submit Reports> Performance Measures”. You will see all your approved Performance Measures on this page.

2. Select a PM you want to report on, then click on the Progress button under “File Report”.

Step 4., cont. Program Director - “File Report Screen”

Next, select your reporting period, then check either MET/UNMET or ONGOING using the checkboxes.

You can add any comments in the Comments box.

When done, either save your work, or submit for approval. You cannot make any changes once the report has been submitted.

Step 5. Staff Can Now Review Progress ReportsStaff Login: View Reports > Performance Measure Progress Reports

To review a program’s Performance Measure progress, select a Program and then “View Report”. The page will display all unapproved, submitted progress reports for that program.

Next, select Approvals & Comments at the bottom of each record.

Step 5., cont.-- Staff Login: View Reports > Performance Measure Progress

The Approval & Comments page shows MET/UNMET or ONGOING as submitted by the Program Director for this PM, for this Quarter.

Staff can add comments in the Comments box if desired.

* When you “Save” this page, the report gets sent back to the Program Director if you have added comments to the report.

Step 6. Program Directors--- VIEW REPORTS

Program Directors can also view previously submitted reports under View Reports> Performance Measures.

REVIEW

CREATE PERFORMANCE MEASURES1. Program Director creates their initial Performance Measures in OCR2. PD submits initial PMs for State Program Officer /Staff Approval3. PMs are Reviewed and Approved by your Program Officer

REPORT ON PEFORMANCE MEASURE PROGESS 4. Once approved, Program Director can submit periodic Progress Reports as required5. Staff can send back “Comments” on Performance Measure Progress Reports6. Program Directors can re-submit PM reports if necessary, and review all prior reports

under View Reports.7. Notifications will appear on both Staff and PD “notification pages” when PM reports need

attention