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Signing your First Staff Action Plan
Updated 2/13/2024
Uploading your Signed Staff Action Plan
Updated 2/13/2024
Unlock and Download your Timesheets
Broker Meeting Minutes Upload Guide
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Upload Broker Meeting Minutes (Brokers Only)
From the home page, click Submit Broker Minutes. Complete the form. Click Submit when...
View Broker Meeting Minutes
From the home page, select the participant from the list. Select the Documents tab across the...
Create SAP (Broker)
Timesheets can only be created for service types that are in a participant’s budget. If an outco...
View SAP
From the timesheets section, click View on the tile of the timesheet you wish to view. Click ...
Edit SAP (Broker)
Only Draft timesheets can be edited. To edit a timesheet, follow the steps below. From the ...
Submit SAP (Broker)
After the broker has finished creating/editing a timesheet, it must be submitted to the SD Coord...
Retract SAP (Broker)
To retract a submitted timesheet, do the following. From the timesheet section, click Retract ...
Download SAP
A timesheet can be downloaded anytime after it is created. However, by default, it will be marke...
Approve SAP (SD Coordinator)
Approving a timesheet sets the status to Complete and removes the watermark, thus authorizing it...
Reject SAP (SD Coordinator)
Rejecting a timesheet sets the status back to Draft. The broker can then edit the timesheet, mak...
Revoke SAP (SD Coordinator)
Revoking a timesheet changes the status from Complete to Draft, allowing the broker to make chan...
Timesheet Statuses
Timesheet Statuses There are five (5) timesheet statuses: Blank - Status after the Staff Act...
Outcome Combinations
There are three Service Types (ComHab, Respite and SEMP) and three Outcome Types (Goal, Support ...
The Five Possible Timesheet Types
There are five (5) timesheet types. Every staff position must be on one of these five: ComHab ...
ComHab - {Special}
What is ComHab - {Special} (CHS)? While reviewing an approved budget, an SD Coordinator ma...
Outcome Types & Timesheets
When creating or editing a timesheet, only goals/outcomes for the Service Type of the selected t...