ETRs may be transferred electronically from one district to another using district-to-district transfer. However, when the sending district does not use SameGoal, a "stub" TETR containing state reporting information must be entered in the receiving district.
Steps
To enter a stub TETR:
- Create a new ETR.
- Check the State reporting information only checkbox at the top right of the cover page. Reason field is required (most districts use "TETR").
- Enter minimal state reporting information for this ETR.
- Use all original dates and info.
- Verify all required information is entered and valid.
- Recommended: Add the PDF of this ETR as an attachment.
- Determine and mark whether the ETR will be adopted.
- If yes, click the add Transfer ETR (TETR) Date button on the right of the Cover Page and enter transfer date information.
- If no, change MEETING TYPE to OTHER and optionally provide additional information in the text box (eg "Transfer ETR not adopted").
- Mark the document complete.