Reports

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This is the Document Release Information
Article Number: 7CAV-R-029
Scope: Editing Squad, Platoon & Company Reports
Version: Version 1.1
Effective Date: 01 APR 19
Last Modified Date: DDMMMYYYY
Approving Authority: Regimental Commanding Officer
Point of Contact: Regimental Command Sergeant Major



Squad Weekly Report

The following is the process for filing your weekly squad report. Weekly reports are important because we need to know who is here and active and who isn't. We also need to ensure that training is being conducted according to plan.

Complete your roll-call:

  • Fill in your accountability table, indicating who has signed roll-call and who is accounted for on SP.
  • Fill in your training AAR, ensuring you include the attendance list for who was at your SP including anyone from in or outside the squad.

This is what a completed roll-call should look like.

File Your Report:

Use the correct form to submit your weekly report:

Steps:

  1. Select the correct date. The date is always the date of the Friday ending the Cav week.
  2. Select the correct platoon.
  3. Select the correct section.
  4. Input troopers unaccounted for, separated by commas. Ex. Aegis.N for SP/RC, Frost.P for SP, Norwood.J for RC.
  5. Input your SL Notes: These should only be notes on very good things that happened that week, people who did very well or things or people that need improvement in some way.
  6. Hit Submit.

If you make a mistake: If you make a mistake, simply fill in another report for the same week and modify it to correct the mistake.

This is what a completed weekly report should look like.

Platoon/Company Report

The platoon/company report is a compilation of all the weekly squad reports. Platoon staff should review the weekly squad reports and then fill in their appropriate notes section. Company Staff then review the reports and fill in their notes sections. Platoon staff should ensure they take note of SL comments on troopers who are doing particularly well and pass that up in their comments.

Platoon and Company staff must contact the Regimental Command Sergeant Major with their google account email to be added to the reports.

This is what a completed weekly report should look like.

Company Report

The Company report is a compilation of all the platoon reports.

Edit the Company Report

  • Then, you need a copy of the company report template. Get that here: | Weekly Company Report. Ensure you download it and save it to your computer. You should always open, edit and save the report on your local computer using adobe reader.
  • Now, save the report. Save it using the following file name format: AlphaCompanyReport_09NOV18.pdf. The date of the report should always be the last day of the week you are reporting for - the Friday. You can now start editing the report.

Edit the Company Header

  • Input the Company, Company CO, XO and 1SG.
  • The date of the report is the date of the Friday ending the reporting week. Month is what month it is.

Dates

You will notice that the report has 5 weeks on it. This is because some months are 5 week months and some are 4 week months.

  • JAN 2019: 5 week month starting 29 DEC 18 and ending 01 FEB 19
  • FEB 2019: 4 week month starting 02 FEB 19 and ending 01 MAR 19
  • MAR 2019: 5 week month starting 02 MAR 19 and ending 05 APR 19
  • APR 2019: 4 week month starting 06 APR 19 and ending 03 MAY 19
  • MAY 2019: 4 week month starting 04 MAY 19 and ending 31 MAY 19
  • JUN 2019: 4 week month starting 01 JUN 19 and ending 28 JUN 19
  • JUL 2019: 5 week month starting 29 JUN 19 and ending 02 AUG 19
  • AUG 2019: 4 week month starting 03 AUG 19 and ending 30 AUG 19
  • SEP 2019: 4 week month starting 31 AUG 19 and ending 27 SEP 19
  • OCT 2019: 5 week month starting 28 SEP 19 and ending 01 NOV 19
  • NOV 2019: 4 week month starting 02 NOV 19 and ending 29 NOV 19
  • DEC 2019: 5 week month starting 30 NOV 19 and ending 03 JAN 20

Edit the Company Strength

  • Take the Platoon Summary strength numbers and input them into the 1st, 2nd, 3rd and 4th Platoon strength cells as required.
  • The math is done automatically.

Demonstrating Excellence

  • Take the notes from the platoon reports Troopers Demonstrating Excellence for that week and copy/paste them.

Unaccounted For SP/RC or Both

Anyone who is unaccounted for on the platoon reports for RC/TRG or both should be input into this section.

This is what a completed weekly report should look like.

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