2023 Annual Report Guide: Finishing Up

FINAL STEPS:

Click on the “Show Status” button at the top of page to review “Edit Checks”, “Unanswered Questions” (change selection to: “View All Unanswered Questions”) and “Flagged Questions”.  This process is slow.  Be patient and don’t hit the buttons too fast.

Review and correct all Edit Checks.  If the data is correct, an annotation to explain is required; if there is no response in the Note field, the Edit Check will not clear.    Be careful to read the entire question.  Remember to click on “Submit Corrections” so the program recognizes that a Note was entered. 

• A red Edit Check means stop and fix or add a Note.  
• A green Edit Check means it does not conform, but that there is an explanation for the discrepancy in the Note field. 

Print the entire report including annotations before submitting to RCLS.  Save the report for future reference before submitting.    

Reports are due to RCLS no later than end of business on February 29, 2024. 

Last year, with the addition of Joanna Goldfarb to the Annual Report Team, we changed the way RCLS reviews reports.  Stephen, Martha and Joanna review their assigned sections of each report and e-mail any concerns or questions to the Director.  The Director will receive 3 emails, one from each of us, rather than one email as with previous years.  This was a well-received change in the workflow.

Thank you in advance for all your hard work!!

“Better information leads to better understanding, which leads to informed decision-making.”
Thomas P. DiNapoli, State Comptroller