Difference between revisions of "Reports"

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[[Category:Regulations]]
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[[Category:Obsolete]]
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{{Obsolete}}
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<center>'''Reason:''' New Page = [[Roll Calls and Reports]]</center>
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{{DocRelInfo
 
{{DocRelInfo
 
|articlenumber  = 7CAV-R-029
 
|articlenumber  = 7CAV-R-029
 
|scope  = Editing Squad, Platoon & Company Reports
 
|scope  = Editing Squad, Platoon & Company Reports
|version  = Version 1.0
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|version  = Version 2.0
|effectivedate  = 05 NOV 18
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|effectivedate  = 1APR19
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|lastmodifieddate = 1APR21
 
|approvingauthority  = Regimental Commanding Officer
 
|approvingauthority  = Regimental Commanding Officer
|pointofcontact  = Regimental Chief of Staff
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|pointofcontact  = Regimental Command Sergeant Major
 
}}
 
}}
<br><br>
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=Squad Weekly Report=
 
=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.
 
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:==
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==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 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.
 
* 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.
  
[[File:Rc-complete.png|link=|This is what a completed roll-call should look like.]]
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[[File:Roll-call.PNG|link=|This is what a completed roll-call should look like.]]
 
 
==File Your Report:==
 
* Copy the weekly report section and paste it into the Weekly AAR thread you and the other squad leaders have with your platoon staff.
 
* Edit your post in the PM and fill in your SL notes with any comments you have good or otherwise regarding your troopers.  You don't need to make notes on everyone, just the very good and the opposite.
 
 
 
[[File:Squad-report.png|link=|This is what a completed weekly report should look like.]]
 
 
 
=Platoon Report=
 
The platoon report is a compilation of all the weekly squad reports.
 
 
 
==Edit the Platoon Report==
 
* First, you need to have adobe reader.  You can get that here: [https://get.adobe.com/uk/reader/ | Adobe Acrobat Reader]
 
 
 
* Then, you need a copy of the platoon report template.  Get that here: [https://wiki.7cav.us/images/4/48/PLATOON-REPORT.pdf | Weekly Platoon 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: 1stPlatoonReport_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 Platoon Header==
 
* Input the Company, Platoon, Platoon Leader and Platoon Sergeant.
 
* The date of the report is the date you are submitting the report.
 
* Week Of is the dates of the reporting week, i.e. 20 NOV 18 - 27 NOV 18.
 
 
 
==Input AARs and SL Notes==
 
* Copy/paste the AAR section from the weekly section reports into the appropriate AAR Section.
 
* Copy/paste any SL notes into the appropriate section.
 
 
 
==Input Troopers Demonstrating Excellence==
 
* Take any positive remarks from the SL notes and input them into Troopers Demonstrating Excellence.  This makes it onto the Company Report as you will see further down.
 
 
 
==Fill in the Trooper Section==
 
* The first time you fill in this report, you will need to add in all the troopers.  From that point forward you can simply re-use the prior week's report and change the R/C and TRG accountability as required.
 
 
 
==Notes on R/C and TRG Status==
 
===R/C Statuses:===
 
* ACC - Accounted for - meaning they signed roll-call.
 
* UNACC - Unaccounted for - meaning they didn't sign roll-call, file an LOA/ELOA, transfer out or discharge.
 
* LOA - Leave of Absence - trooper filed or was on an LOA this week.
 
* TR IN - Transfer In - trooper transferred in this week, so is accounted for.
 
* ELOA - Extended Leave of Absence - Trooper was posted on ELOA this week. (Next week you remove this trooper from the trooper list)
 
* TR OUT - Transfer Out - Trooper transferred out this week and so is accounted for.
 
* DISCH - Discharge - Trooper discharged this week and so is accounted for.
 
 
 
===TRG Statuses:===
 
* ACC - Accounted for - meaning they attended SP, were on LOA, transferred in, were on ELOA, transferred out or discharged this week.
 
* UNACC - Unaccounted for - meaning they didn't attend SP, do a makeup, be on LOA/ELOA, transfer in or out or discharge this week.
 
 
 
  
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==File Your Report==
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Use the correct form to submit your weekly report:
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===1st Battalion===
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* Alpha Company Squad Weekly Report: https://forms.gle/F2rZY2Qej3auKPycA
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* Bravo Troop Squad Weekly Report: https://forms.gle/qgMBtMh1Vv3jhSQ66
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* Charlie Company Squad Weekly Report: https://forms.gle/Z3b3X1cfQEXEmCQM6
  
[[File:Platoon-report.png|link=|This is what a completed weekly report should look like.]]
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===2nd Battalion===
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* 2024 2-7 Staff Report: https://docs.google.com/forms/d/e/1FAIpQLSewc4kBIVwtBoe8F58pculj7AmLc64lMUwgPRlxCPSCy8EdFQ/viewform
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* 2024 2-7 Section Report: https://docs.google.com/forms/d/e/1FAIpQLSeWLUOUaSGCpSIXO9VARgnJzA1w7BaPgBKn1mCvsu8G_o3ObQ/viewform
  
=Company Report=
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===Auxiliary Combat Detachment===
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* Alpha Company Squad Weekly Report: https://forms.gle/SQThLPhubcG8WqSu9
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* Starter Platoon Weekly Report: https://forms.gle/t9fHUTk8GNYr5zMQ6
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* Reserve Weekly Report: https://forms.gle/Cb4jAkMT1xXsXNYu8
  
The Company report is a compilation of all the platoon reports.
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Steps:
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# Select the correct date.  The date is always the date of the Friday ending the Cav week.
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# Select the correct platoon.
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# Select the correct section.
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# Input troopers unaccounted for, separated by commas.  Ex. Aegis.N for SP/RC, Frost.P for SP, Norwood.J for RC.
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# 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.
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# Hit Submit.
  
==Edit the Company Report==
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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.
* First, you need to have adobe reader.  You can get that here: [https://get.adobe.com/uk/reader/ | Adobe Acrobat Reader]
 
  
* Then, you need a copy of the company report template.  Get that here: [https://wiki.7cav.us/images/a/a6/COMPANY-REPORT.pdf | 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.
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[[File:Squad-weekly-report.PNG|link=|This is what a completed weekly report should look like.]]
  
* Now, save the reportSave it using the following file name format: AlphaCompanyReport_09NOV18.pdfThe 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.
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=Platoon/Company Report=
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The platoon/company report is a compilation of all the weekly squad reportsPlatoon 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 sectionsPlatoon staff should ensure they take note of SL comments on troopers who are doing particularly well and pass that up in their comments.
  
==Edit the Company Header==
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* Platoon and Company staff must contact the Regimental Command Sergeant Major with their google account email to be added to the reports.
* 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==
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[[File:Weekly-platoon-report.PNG|link=|This is what a completed weekly report should look like.]]
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
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===Report Due Dates===
* 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
 
  
[[File:Company-report.png|link=|This is what a completed weekly report should look like.]]
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Weekly reports are due every Monday at 0700Z for section leadership, Wednesdays at 0700z for platoon leadership, and Fridays at 0700z for company leadership.

Latest revision as of 21:58, 19 February 2024

Important.png This SOP page is no longer relevant. This could be due to historical changes, the page is out of date, or been replaced. Please view our Standard Operating Procedures page for the relevant SOP's. Important.png
Reason: New Page = Roll Calls and Reports


This is the Document Release Information
Article Number: 7CAV-R-029
Scope: Editing Squad, Platoon & Company Reports
Version: Version 2.0
Effective Date: 1APR19
Last Modified Date: 1APR21
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:

1st Battalion

2nd Battalion

Auxiliary Combat Detachment

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.

Report Due Dates

Weekly reports are due every Monday at 0700Z for section leadership, Wednesdays at 0700z for platoon leadership, and Fridays at 0700z for company leadership.