Create Forms and Schedules

You can create complete practice aids (Forms) in Microsoft Word and Schedule of Expenditures of Federal Awards (SEFA) reports in Excel.
  1. Select
    Tools
    , then select
    Create Documents
    .
  2. Expand
    Major Program Determination
    to select the applicable workpapers.
    You can select
    Select All
    to create all of the available forms and schedules, or select
    Clear All
    to remove your selections.
  3. Select
    Create
    .
  4. Select the
    Preview
    window to find a preview of existing forms and schedules.
  5. Enter a path to store the generated form or schedule, then select
    OK
    .
    Go to
    Tools
    ,
    Options
    , then
    File Locations
    to set up a default file path.
  6. Select
    Close
    on the Success Report tab.