Overview



The purpose of this release enabled Excel downloads IND-GEN forms for multiple programs. Any program with INDGEN has the ability to download the Excel form which will be automatically signed and give the user the ability to work offline. When the user is ready, they can upload the Excel spreadsheet back into the EHBs and process the data. 
Main Home Page

From the main home page:

A: Select Tasks from the top navigation bar

B: Select Submission from the Drop down menu.

Screenshot of Main Page

From this screen, find the report that you want to work on, go to the right side of the screen under options and find the option of your report.

Screenshot of Performance Report Selection

Select the down arrow dropdown and select Performance Report .

A new window will appear, which leads you to the Performance Reports – Status Overview Page.

Screenshot of Status Overview Page

Before the INDGEN form can be accessed, the Grant Purpose Form, located on the left side of the screen, must be completed.


Select Grant Purpose from the left navigation menu.

Grant Purpose – Setup

From the Grant Purpose – Setup screen, select the Grant Purposes that apply to the Grant.

Screenshot of Grant Purpose Form - Save

After selecting all that apply, click the Save and Validate button at the bottom right of the screen.

You are taken to the Training Program – Set up Page, where a Success Message is displayed at the top of the screen, confirming the information saved successfully on the previous page.

Success Message


NOTE: Depending on the grant that you selected, you may need to fill out a Training Program form, which will be located under the Grant Purposes form you just filled out.

If this is the case, Select the required fields of Type of Program Type Offered from the drop-down menu.

You have the option to Add a Record to this Training Program, but it is not required. To do so, select the Add Record button and upload your file.

If you choose to delete the file after adding it, select Delete under the Options column on the right side of the screen. 


When you are done, select Save and Validate at the bottom right of the screen.

IND-GEN: Individual Characteristics Page

You now navigate to the IND-GEN: Individual Characteristics Page.

Here you will answer the required question, as pointed out by the asterisk.

If you select No, click Save and Validate at the bottom right of the screen.

If you select Yes, you are taken to the form to complete.

Follow the "Notes" at the top of the page for instructions.



Click the Generate Template with the most recent INDGEN Data. During this time, the Download Template button is disabled.


NOTE: You will receive an email when the template is generated and ready to download. 

HELPFUL TIP: While waiting for THE email, you can work on other forms, switch around, and return to this page when the template is ready.

The download template button will be disabled when a template generation is in progress. It will remain enabled at all other times and if there is a change to the setup forms or if new data was added directly to the INDGEN form below, you will have to generate the template and then download the template to get the latest changes in the Excel download.

You will receive an email when the template is ready for download.


A Success message lets you know the template generation has successfully started.


The Download Template Button is now enabled.

Click Download Template.


NOTE: This downloads an Excel to your local drive.


IND-GEN Excel Spreadsheet

Opening the Template, you see advisory messages about the spreadsheet’s status, signatures, and save status. Click Edit, enable, and view if you wish to continue.  

Continue to the second tab of the spreadsheet to enter data.


Enter your information in the columns. 


There are validation pop-ups that appear for confirmation based on the information entered for each column.


NOTE: Not all Columns are required to save.

Uploading Excel Spreadsheet

Back to the browser and APR, there is an option to Attach File on the right side of the screen.


Click Attach File.

A section appears to Choose File for upload.

A description window is given and is required.



When ready, click Upload to upload your Excel Spreadsheet.



When the spreadsheet is loaded, click Process Data.



A Success Banner appears at the top of the screen, and the system autofill’s the data into the table on the APR.


NOTE: If you wish to work offline once again, click Generate Template again to get the most up-to-date data and spreadsheet.

Notes/pop ups have been added to each option to inform you to get the most up-to-date information.

When you are done adding information, click Save and Validate at the bottom right of the screen.