Instructions for using the Climate Action Plan Reporting APP
Date: August 13, 2025
Instructions for USERS
- You will see only Action Items for your team (LEAD or CONTRIBUTOR).
- Open your Action Items by clicking the hyperlink with the red background on the home page, or select "Action Item" from the menu bar.
- Click Edit next to the item you want to comment on.
- Enter comments in each section. Use NA if no comment.
- Click on the "Bubbles" section to select a status.
- In the "Action" section, choose ENTERED.
- Optional: Click Upload Documents at the top if you have pictures or infographics to submit.
Instructions for APPROVERS
- You will see only Action Items for your team (LEAD or CONTRIBUTOR).
- Open your Action Items using the red section on the right.
- Click Edit on the item you wish to approve.
- Review the submission and take one of the following actions:
- Edit directly and set "Current Status" to DEPARTMENT APPROVED.
- Return to USER and set "Current Status" to RETURN FOR EDITING.
- If no changes needed, set "Current Status" to DEPARTMENT APPROVED.
- APPROVERS have the same access as USERS. One person may fill both roles.
Helpful Hints for Everyone
- ADMINS will mark submissions as APPROVE FOR FINAL PRODUCTION. This locks the submission from further editing.
- ADMINS can also return submissions to USERS for changes.
- If your submission is returned, you will receive an email notification.
- Check the COMMENTS section of the Action Item for revision instructions.
- To sort data, click the funnel icon at the top of any column.
- To view FY24 submissions, click FY24 in the Action Item form. Note that this is a compiled narrative and may not match last year exactly.
- For help, report bugs, or update team credentials, contact: [email protected]
- Suggestions for improvements are welcome — this tool was developed by the County (TEBS) and is continuously evolving.
Thank you for your participation, cooperation, and timely responses. We hope this tool makes your contributions to the Annual CAP Report easier and more efficient!