Dear BECs,

Please see the important email below from Sam Hoffman about the ability to edit reports you submitted previously this year. This is great news!

 

I also wanted to share that I added a new benefit category to the reporting form. You can now report means-tested home internet benefits starting July 1. That is, you can report assistance with home internet benefits in June, which you will report to NCOA in mid-July.

 

Thanks!
Lauren

 

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Hi team,

 

As of last week, BEC’s are able to edit monthly reports from past months (instead of submitting duplicates) and as of today, SNAP is able to do the same.  Since the processes for submitting reports vary by program, I’ll explain the way in which each one can do this below:

 

BEC Option 1: Now when a BEC goes into their reporting form, they choose their organization and the month they want to submit for as usual on the first page.  If they choose a month that they’ve already submitted for, the numbers from that month will populate on the next page so they can see and edit them before submitting to us again.  

 

BEC Option 2: Users can also edit their monthly reports now directly from the Monthly Report view in the community by using the new Edit button that’s been added:

 

SNAP: SNAP users can also edit in both of the ways listed above, but the only difference is that in the form, their previously submitted numbers won’t prefill.  However, if they submit a monthly report for a month that they’ve already sent in, those numbers will simply be updated, rather than a new Monthly Report record be created in Salesforce. 

 

This eliminates the problem of duplicate information being created in Salesforce, saving you all a good bit of time with that. Please let me know if you have any questions!

 

Sam Hoffman

Senior CRM Coordinator

Office: 571-527-3983

sam.hoffman@ncoa.org 

 

National Council on Aging

Improving the lives of millions of older adults

251 18th Street South, Suite 500

Arlington, VA 22202

ncoa.org | @NCOAging

 

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