HomeMy Public PortalAboutInstructions for New Form 2006MEMO
TO: Department Heads
FROM: Joanne York
RE: Consolidated Monthly Department Report
DATE: March 14, 2006
With LOTS of help from Dave, we now have a new form to use for the Consolidated Monthly Department Report.
I’ll email the form to each of you. When you receive it, follow Dave’s instructions below for setting it up:
1. Open the document, and fill in the “boilerplate” information that never changes for your department.
2. Then click File / Save As, and select “document template” in the Save as Type drop-down at the bottom of the dialog box.
3. From then on, to access a blank report just open Word and click File / New and choose the Consolidated Dept. Report Form from “general templates” (if that’s the filename you kept).
4. Save the finished report as a normal Word document with whatever name you like. The template will stay unchanged.
And some further instructions:
Do not change the header or the footer.
Do not type in column #1 - “Item #”.
“Department” is listed first, then “Project,” “Comments,” and then “Date of Last Update and Status.” Type in date first, then status.
For Status, use “New”, “No Change”, “Updated”, “Completed”
Use Trebuchet MC, 10 pt.
If you have any questions, let me know. Thanks!
Joanne