Suggested Calendar for Required SMARTT tasks

July – August  (End the Fiscal Year Activities)

  • Exit Students from Site Who Left the Program
  • Exit Staff and Volunteers From Site Who Left the Program
  • View Assessment Reports and Federal Report Tables
  • Review Cognos Data for Program Information and Improvement
  • Submit Site Request for Rollover Ending the Fiscal Year
  • Complete Data Entry For May/June to Avoid Data Lockout

September (Starting the New Fiscal Year Activities - After Rollover)

  • Enter New Students
  • Convert Partial Intakes To Full Intakes And Remove Partial Intakes if no Tests Were Taken
  • Enter Assessments - Set The Primary Assessment Area
  • Update Employment Status of Continuing Students in the “Update Employment”  Screen
  • Enter Goals for New Students/Update Goals for Continuing Students
  • Add New Staff – Complete Basic Information and Salary Information
  • Update Work E-Mail for all Staff to Ensure that ACLS notifications are Sent to Correct Staff
  • Complete Classes using the “Class Completion” Screen
  • Assign Instructors To Classes
  • Enroll Students in Classes
  • Update Agency, Project and Site Basic Information If Needed
  • Complete Data Entry For July to Avoid Data Lockout

October - December

  • Review Performance Standard Report in Cognos
  • Continue Data Entry of Students and Staff
  • Update Waitlist
  • Submit” Waitlist Verification” in December
  • Submit “ADA Checklist Verification” in December
  • Enter Volunteer Matches and Attendance
  • Complete Data Entry to Avoid Data Lockout (Jul & Aug due Oct 31st ; Sep. due Nov. 30th ; Oct. due Dec 31st)

January - March

  • View Assessment Reports
  • Enter Second Rounds of Assessments
  • Complete Data Entry to Avoid Data Lockout (Nov. due Jan. 31st; Dec. due Feb. 28th; Jan. due Mar. 31st)

April - June

  • Complete Data Entry of Students (Feb. due Apr. 30th; Mar. due May 31st; Apr. due Jun 30th)
  • Enter Final Assessments
  • Exit Students From Program Who You Are Reasonably Certain Won’t be Returning
  • Review Site Rollover Report, Available in May
  • Complete Steps to End the Fiscal Year
  • View Assessment Reports and Federal Tables

*Ongoing Activities (at least Monthly)

  • Enter New Students/Add New Staff if Needed
  • Enter Attendance in all Classes to Avoid Data Lockout
  • Update Student Goal Attainments and Follow-Up Goals
  • Enter Volunteer Matches and Attendance
  • Exit Students From Program Who You Are Reasonably Certain Won’t Be Returning
  • Review Cognos Data for Program Information and Continuous Improvement Planning
  • Update Waitlist
  • Review and Update NRS Cohort Information
  • Enter all Non-SABES Professional Development Activities for Staff
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