Review State Reports & Request Changes

1. After logging in, the Welcome page appears. All submitted State documents are listed. You can narrow down the results by using the filter at the top of the page.

2. To begin reviewing a plan, click View Report.
   
   

3. The Final Review page lists each module from the State report. Click the Review button to examine data from a specific module.

4. Details reported in the applicable module are listed. Review data is listed in different formats for each module.

   a. Executive Summary: All details are listed on the review page.

   

   b. Project and Activity Results: To view details for each project, click the corresponding arrow. Click the Reviewed checkbox for each project.c. Evaluation Reports: To view details for each evaluation, click the corresponding arrow. Click the Reviewed checkbox for each evaluation.

   d.  Success Stories: To view Success Story details, click the corresponding arrow. Click the Reviewed checkbox for each agency.

e. Challenges and Modifications: To view Challenges and Modifications details for each agency, click the corresponding arrow. Click the Reviewed checkbox for each agency.

f. Coordination & Collaboration: To view Coordination and Collaboration details for each agency, click the corresponding arrow. Click the Reviewed checkbox for each agency.

g. SNAP-Ed Financial Reporting: Initially, the Total Agency Expenditures is listed. Click each tab to view budget details for Program Income and Direct Cost Breakdown:

h. State Expenditure Summary: Displays a read only page that totals the expenses for both IA and SA financial reporting. More information can be found in the State Expenditure Summary documentation. 

If applicable, budget totals for each IA in the state are listed at the bottom of the budget page. Click Review to view budget details for a specific IA.

5. Once all the details within a module have been reviewed, click Mark as Reviewed.

6. The Final Review page appears, and the module is marked as reviewed. Repeat steps 2-4 for each module of the plan.

7. If the review of State plan details reveals changes are needed within a State’s plan, click Request Changes.

8. A comment field appears. List changes needed or questions to answer. Then click Request Changes.

Comments are emailed to State Agency staff with access to National PEARS, and the status of the State report is listed as Changes Requested.

9. Once all modules within a State report have been reviewed and no additional changes are needed, click Approve.

Repeat steps 1-8 for each state in the region. Review report modules, request changes (as needed), and approve the report.