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Monthly Summary Notes
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  • Participant and Circle Resources

  • Introducing the Dynamic Budget Summary

  • Monthly Summary Notes

    • Viewing Monthly Summary Notes

    • Submitting Monthly Summary Notes

    • FAQ

  • Inviting New Participants and their Circle of Support to the Portal

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Participant and Circle...
Monthly Summary Notes

Monthly Summary Notes

This section explains how to submit and view Monthly Summary Notes through the portal.

Viewing Monthly Summary Notes

Monthly Summary Notes show under the Plan Docs tab in the Documents section of a participant. Fr...

Submitting Monthly Summary Notes

A Monthly Summary Note must be submitted for each Budget Group (ComHab and SEMP) for each month t...

FAQ

Updated 05/10/22. What are Monthly Summary Notes? Monthly Summary Notes act as progress indicat...

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Created 2 years ago by Admin
Updated 2 years ago by Admin
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