Checklist for generating the PMR

The following checklist is for generating the NC Principal's Monthly Report. 

For detailed information on the PMR, see the NC Principal's Monthly Report article. 

Done

Task

 

Review the PMR Data Setup article to ensure all necessary information has been set up. 

 

Assign tool rights to those who will be generating the PMR.

Use the Data Validation tool to run PMR Validations for the school month. 

Modify the data based on the validations triggered by the FATALs, WARNs, and INFOs. 

Review the PMR Day Detail report. Review and modify the data as needed.

Review the PMR Month Summary report. Review and modify the data as needed.

Review the Student Not Included report. Review and modify the data as needed.

Review the ADA Summary report. Review and modify the data as needed.

Review the ADM Summary report. Review and modify the data as needed.

Narrow issues returned in the ADA Summary and ADM Summary by reviewing the Student Day Detail report.

Rerun the Data Validations for the school month. Modify the data as needed.

When no more FATAL Data validations are triggered, and no data is listed in the WARN or INFO validations that are not expected, generate the PMR Summary report.