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You only need to do this setup once for each state reporting period:

  1. Start a State Session.
  2. From the main menu, highlight "State Reporting Setup Menu" and press Enter.
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  3. Highlight "State Report Maintenance" and press Enter.
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  4. Verify the Report Type is "MSDS" from the Strip Menu:
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  5. Highlight the name of the report and select Update from the strip menu:
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  6. Press Enter to bring up the report you are updating. Then press F1 to accept the defaults.
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  7. Select "Create" from the strip menu to create a new report period. Press Enter.
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  8. Type information into the screen as follows:
    a. Version Name: Enter the name of the submission (eg., 2009 Fall MSDS).
    b. Report Period Date: Enter the new effective date for the state items to be extracted.
    c. Expiration Date: Accept the default.
    d. Period Description: Describe the period type.
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  9. Press F1 to save and bring up a copy box. Type the following:
    a. Copy an existing: Yes
    b. Report Period Date: Type (or Press F5 to select) the date of the last report period.
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  10. Press F1 and then select No (unless you want to create another report period). Press Enter.
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  11. Press F4 to exit the Report Record Maintenance screen. If a new report record has been created, you will be prompted to create another period. Enter No.
    NOTE: The actual report record maintenance occurs entirely behind the scenes. The screen is displayed because it is a necessary part of the process when creating a report period.
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  12. Press F4 to exit. A screen will display, showing the report period you just created.
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  13. Press F4 to exit.

Page last modified on Tuesday 21 of September, 2010 11:30:55 EDT