From the main home page:

A: Select Tasks from the top navigation bar

B: Select Submission from the Drop down menu.

This allows you to view your Annual Performance Reports (APR).

On the Submissions - Incomplete List page, find the report that you want to work on, go to the right side of the screen under the "Options" column and find the option of your report.

A new window/page appears that leads you to the Performance Reports – Status Overview Page.

Before the INDGEN form can be accessed, you must complete the Grant Purpose Form, Training Program Form, and Faculty Development Setup Form, located on the left side of the screen. Your program may not have all (or any) of these forms. This example includes only the Grant Purpose form.

Select Form Name from the left navigation menu.

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

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.

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.

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

Here, 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.

NOTE: The Yes/No question does not need to be answered if selected in prior years.

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 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.

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. This allows you to work offline and upload your most up-to-date information back into the system. 

Important Note: Make sure the downloaded template is saved to your C Drive (Local Disk) and does not show any Security Risk errors.

Opening the Template, you see advisory messages about the spreadsheet’s status, signatures, and save status. Click Edit Anyway, View Signatures, and Enable Content if you wish to continue.  

Note: Be sure to click all three buttons (Edit Anyway, View Signatures, and Enable Content). If you do not, some features of the spreadsheet may not work.

Review the "Instructions" tab on the spreadsheet for information about entering your IND-GEN data.

Important Tips!

• • Do not modify the format on the spreadsheet. Any changes to the format will cause errors when you upload the file back into the EHBs. 
  • You must select the Type of Training Program and enter the Trainee Unique ID, or the data for that row will not be uploaded into the EHBs.
  • If you enter data manually (or copy and paste) in a field with a drop-down menu, be sure the data matches exactly as it is displayed on the drop-down menu. If data does not match, a validation error message appears for you to correct the data.
  • Some fields, such as Individual’s Race, allow you to select more than one option from the drop-down menu. All selected options are displayed in the field. To remove a selection, click on the option from the drop-down menu again.
  • If a required field is left blank, you will receive a validation error to complete the field.
  • Some fields are not editable, such as City and State. These fields are greyed out and do not allow data entry.
  • If there is data on the form from a previous year, you will see prepopulated data on the spreadsheet.
  • To enter a new record, use the next blank row.

Continue to the second tab of the spreadsheet, labeled "IND-GEN," to enter data.

Enter your information in the columns. 

NOTE: Not all Columns are required to save.

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

Click Attach File.

Important Note: Only one spreadsheet can be uploaded at a time.

A section appears to Choose File for upload.

A description window is given and is not 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 autofills the data into the table on the APR.

NOTE: If you need to make additional changes to the spreadsheet, click Generate Template with most recent INDGEN Data again to get the most up-to-date data and spreadsheet.

Notes/popups have been added to each option to ensure you get the most up-to-date information. When finished with your latest changes, you will need to delete the previously uploaded spreadsheet and upload the updated version.

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