Submitting SFRF Project Performance Data

Table of Contents

• How to Submit SFRF Project Performance Data to NCPRO
• How to Add Smartsheet as a Trusted Email Domain in Outlook

How to Submit SFRF Project Performance Data to NCPRO

Step 1. Access Survey

You will receive an email from the domain @app.smartsheet.com containing a Data Collection Request link. Open the email and click the blue “Open Request” button. To ensure this email does not go to your spam or junk folder, you can add @app.smartsheet.com to a list of trusted email domains in Outlook.

Step 2. Enter KPI Values

• Before entering any data, be sure to check the Project Name, KPI Information, and Reporting Period.
• For each KPI, add the cumulative data value (up to and including the specified reporting period) in the “Value” box.
• If data can be disaggregated (as specified in the KPI Information section), put the aggregate amount in the “Value” box, and upload an excel file with disaggregated data by clicking “Upload Files” at the bottom of the page.
• For KPI values you know, enter the values and upload any necessary disaggregated data, then click the checkbox next to “Final Submission”.
• If there are multiple KPI values due at this time, there will be multiple screens to enter data, so click “Next” to move to the next screen. When all values are entered, click "Submit Update".

If you are unsure about any of your KPI values, you can either:

• Leave all fields blank for that KPI and submit or click “Next” to move on to complete KPI values you are sure about, or
• Enter your estimated KPI value, but do not click the “Final Submission” checkbox before moving to the next KPI or submitting (described below in Step 3).

Both options allow you to add or modify KPI data values at a later time using a new automated Data Collection Request email link from NCPRO. All data values should be submitted as “Final Submissions” by the close of the 15^th day after receiving the initial data request email. These automated links will be sent out weekly via email until all due data is submitted.

Step 3. Submit Performance Data

Once you have navigated through all screens for KPI data due at this time, a prompt will appear asking if you are ready to submit your update:

• Select the checkbox next to “Send me a copy of my responses” to track data you’ve submitted.
• If you are not finished adding performance data for one or more KPIs, you may click “Go Back” to add/modify responses.
• If you have entered all of the KPI values you are able to provide at this time, click “Submit Update”.

If you left any KPI values blank, or if you entered estimated KPI values but did not select “Final Submission” before submitting, then:

• You can still go ahead and click “Submit Update”. At that point, the current link will expire, and you will receive another Data Collection Request link via email within a week to add/modify any incomplete data.
• This automated Data Collection Request link will be prepopulated with anything you previously entered for which you did not click “Final Submission”.
• Any KPI values for which you clicked “Final Submission” will not be included in the next automated Data Collection Request link.
• If you need to edit one of your KPI data values after clicking “Final Submission” and “Submit” for that value, or if you want a new Data Collection Request link sooner than the next time you would receive an automated link please contact your NCPRO Grant Manager.

Please reach out to your NCPRO Grant Manager with any further questions.

How to Add Smartsheet as a Trusted Email Domain in Outlook

The following steps provide instructions for how to add Smartsheet as a trusted email domain to ensure your Data Collection Request link is sent directly to your inbox.

1. Under the Home tab in Outlook, select the "Junk" icon. A drop-down list will appear.
2. From the drop-down list, select "Junk Email Options". A separate window will open for these options.
3. Navigate to the tab at the top of this window labeled "Safe Senders".
4. After you select this tab, select the "Add..." button. Another separate window, labeled "Add address or domain", will open with a text box.
5. In the textbox in this window, enter the domain @app.smartsheet.com and then select "OK". This will take you back to the previous "Junk Email Options" window.
6. Select "Apply".