CPMS User`s Manual 2011 - SCOUT© Suspense Tracker, an
Contents
1. o ca N al n 4 w ra 7 7 7 7 7 ll 7 T 7 7 z 7 7 ___ lel sh 7 gq 7 7 EL EI EI EI EI EL EL EL EI EI EI EI EL EL EL EL EI EI EL El EL EL EL EI EI EL EI EI EI EI EI E EI EL E EI EL E EN E Action Officer Divisio Phone Number Signature Date Digitally signed on save 28 Jan 2011 Summarize the purpose contents of your document here Subject Subject goes here BRANCH DIVISION SECRETARY CHECKED 1 Format including margins and signature blocks El Grammar and preferences CPMS Correspondence Guide I Spelin E Pitch and font Initial Date 28 Jan 2011 Tabs Coordination Appropriate stationary Previous versions if any induded on left hand side of package ACTS ECCS Figure 49 Coordination Sheet Copyright HPC COM LLC 2011 Page 30 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 SCOUT Suspense Tracker V10 0 4 CPMS User s Manual 1 6 Reports Click the Report link on the Workflows Menu and a Reports Choice Page will appear See Figure 50 Report criteria Responsible Party Suspense Status Besnonsisiity Open Or Closed Originated By Workflow HPCCOM Administrator Al ar i dry T wen Sort By Organization Name B select All iis Deselect All Date CRNS Final Due Date E san E IRD Date Range FAZLABANE Al gt2. a WAGE Report s YELLOW stoplight color should indicate task 15 due within HAF O yellow 30 Days or less Me O Green Days or more dictated by Yellow E PSSC Past due set to past due by default E cane K HRSO saved Reports i CPP Division Report FAS Suspense Report Currently Open a Em Suspense Report Currently Overdue Generate Report ra Save Report Figure 50 Reports Display Choices Page 6 1 Report Criteria In the left hand side of the Work Space Window you can create different reports by clicking on the pull down menus e Suspense Status Open or Closed Archived or Deleted e Workflow All General Tasks e Sort By Organization Name Due Date or Originating Org e Date Final Due Date Received Date or Created Date e Date Range All Within Between 5 2 1 Stoplight Color Definition Users may change the yellow stoplight color to indicate a task is due within a certain number of days Changing the yellow color will automatically change the green stoplight color to reflect all tasks due beyond the date the yellow color expires See Figure 51 O Copyright HPC COM LLC 2011 Page 31 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 SCOUT Suspense Tracker V10 0 CPMS User s Manual Report Criteria Suspense Status Open Or Closed Workflow All Sort By Organization Name Date Final Due Date A EH 8 2 Date Range All Repor
3. i keke keke keke k KK 20 Figure 32 Assignee Status Wi nQOW kk eke keke kek ke keke K KK KEK KAR 21 Figure 33 OCS Information rarrorarsvreranrernvnerenronnnsenennnvernnnensnnennnsenevnnvernenensnrennnvenennenensenenee 21 Figure 34 Information ICON ereraorarrorarsvrernnverevnerenrennnserevnnvernvnensnnennnsenevnnvernenensnrennnvenenuevensenenee 22 Figure 35 Assignee Status Details rrrrannrnnnnnnrrnnnnnrrnnnnnernnnnnnrrnnnnnernnnnnerrnnnnnsrnnnnnsvennnnssnnnnnene 22 Figure 36 Summary Win OW keke keke ekey ke yekeke ke K KE K k KK KEK KK KK KRA KA 23 MUeSMPTN m_mmp m_ _ _m_mmmzmMzmzam y j 23 Figure 38 Closed Tasks Wi nQOW keke keke ek kek ke K KK k KK KK KAK KRA 24 Figure 39 Place Under Review Choose Reviewing Org EEi kek keke 24 Figure 40 Task is now Under Review keke keke keke ek KK K K KK K KK KA 25 FEL NNN 26 Figure 42 Working a Task Enter thru URL Home Page rrnnnnnnnnnnnnnnnnnnnnnnvvrrnrnnnnnnnnnenenssvenne 27 Figure 43 SCOUT Notification Emai l keke pene 27 Figure 44 Assignee Work Area ccccsscscssssssecsonssscncnssscncoussecucnssscneusssestoussscneussscneoussestonssss 27 Figure 45 Assignee Status Tab Task Details h kk keke kk 28 Figur aa 11890 010 gn EE Aho kiyan ay ka biy eka Kas yan ee one 29 Figure 47 Executive Sum
4. Galaya J ce vroce reren le Templates 0910 0010419 PD iministrative Issue _ 14 SEP 2010 ee ee ee ae i NE es Archives Choose Reviewing Org View 1 10 of 1 728 ANNOUNCEMENTS Ez Test5 SS a CPMS v Task Preview Click the 1 Support Gatekeepers Subject DoDI 1400 25 V41 Help Center Task 0910 001045 Jate 30 SEP 2010 Jana Type 5D106 Package Created Date 30 SEP 2010 Record Type Suspense Place Under Review Archive View Full Details ZEB SCOUTOv 10 0 Suspense Tracking by HPC Figure 39 Place Under Review Choose Reviewing Org After clicking the Save button in the PLACE UNDER REVIEW popup window the task will now show an icon is the grid table when hovered over reveals This task is under review It may be closed if the review has been successfully completed In the Task Preview pane the PLACE UNDER REVIEW button has now changed to CLOSE Review Approved When the Reviewing Organization notifies the Task Originator they have finished reviewing the task the Originator can then Archive the task by clicking the ARCHIVE button See Figure 40 Copyright HPC COM LLC 2011 Page 24 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 Reporis Dashboard Search Settings My Profile Control Center Library Templates Archives ANNOUNCEMENTS Support Gatekeepers Help Center User Manual Admin Manual ge SCOUT
5. Task Preview Click the amp to add or remove a column from the grid Control Center Subject a Task Tasked By E mailed Date Library Due Date Assigned By Rejected Date Templates 2 Archius Type Accepted Date Rejected Date ANNOUNCEMENTS Support Gatekeepers Help Center User Manual Admin Manual B SCOUTO v 10 0 Suspense Tracking by HPC COM LLC www suspensetracker com Done Internet Protected Mode On fa r 95 Figure 3 The Home Page The default App Home Page can be changed by the User to a different workflow at any time For example if the User does most of their work in another App the User can click that App link in the left hand navigation menu then click the SAVE AS HOME upper right hand corner of screen and that App will become that User s default Home Page O Copyright HPC COM LLC 2011 Page 6 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 SCOUT Suspense Tracker V10 0 Oo CPMS User s Manual 2 1 The Top Banner The Home Page consists of Information and Action Buttons across the top banner It contains from left to right SCOUT Logo Unit s Logo and Name Civilian Personnel Management System Entered as HPCCOM Administrator CPMS 12 JAN 20114 Search Log out Entered as your name amp unit Current Date Search Button Logout New Task or New Project Stand in Act As Save as Home New Task i Stand in Act as f Save as Home
6. Background Discussion Settings My Profile View of Others Control Center Recommendations Figure 47 Executive Summary Sheet 5 5 Comment Log Tab The Comment Log tab allows a User to view ALL comments made on this task by ALL Assignees Comments are listed by date and time See Figure 48 Apps Assignee Status Summary files 1 Executive Summary Sheet Comment Log Coordination Sheet General Tasks 2 Task Details Task 1110 0010467 Reports Subject Software Test 1 by Contractor Dashboard New Application Status Open Due 10 Dec 2010 Search Date Comment By Emailed To Comment Settings 29 Nov 2010 16 32 Cla CPP N A COMPLETED Notified My Profile Control Center Library Templates Figure 48 Comment Log Copyright HPC COM LLC 2011 Page 29 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 SCOUT Suspense Tracker V10 0 CPMS User s Manual 5 6 Coordination Sheet Tab The Coordination Sheet tab opens up the CPMS Coordination sheet form allowing you to select actions from the pull down menus and filling in various information blocks See Figure 49 Reports D asnboard Search Settings My Profile Control Center Library Templates Archies ANNOUNCEMENTS Support Gatekeepers Help Center User Manual Admin Mansal SCOUT v 10 0 Suspense Tracking by HPC COM LLC il CPMS COORDINA Ol TION SHEET Suspense Due Date 28 Feb 2011 TO ACTION TYPED NAME INIT DATE
7. hives Add users from MailSet ANNOUNCEMENTS FEST U Ada 6 Cancel Support PP Clicking the 3 next to an assignee in clicking 4 or Y wil move Gatekeepers the user up or down in the list A Help Center i User Manual Admin Manual Figure 26 Add from MailSet 3 1 9 Subject Add a Subject title to this suspense Type the name of the suspense you are creating Notice there is a 255 character limit to this input window with a countdown window keeping track of the number of characters you have remaining See Figure 27 Reports Dashboard Record Type Suspense Search Suspense Type CHOOSE A SUSPENSE TYPE Originator CHOOSE AN ORIGINATOR Settings My Profile Worki zl From HPCCOM Administrator HPCCOM Administrator s To Add Assignees DS Add from MailSet 2 Edit Mailsets Library Kristen Adkins Templates Archives ANNOUNCEMENTS Support Bl TT EEE Clicking the 38 next to an assignees nam ening in a chain clicking amp or Y wil move Gatekeepers the user upg e list Help Center User Manual Admin Manual SCOUT v 10 0 Attachments Add Suspense Tracking by HPC COM LLC Description Done lt Figure 27 Add A Subject 3 1 10 Attachments Click the Add button to browse to documents you wish to add to the suspense Click the Red X if you change your mind and want to delete the attachment See Figure 28 Please note that SCOUT ha
8. amp or w wil move the user up or down in the list Subject a Subject input form limited to 255 characters 255 remaining Attachments Add Description instructions Figure 16 Calendar Date Picker Copyright HPC COM LLC 2011 Page 12 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 SCOUT Suspense Tracker V10 0 CPMS User s Manual 3 1 1 Recurrence Icon Clicking The Recurrence Icon opens up a pop up window which allows you to make this task recur daily weekly monthly or yearly Making a task a Recurring task is similar to creating a reminder for that recurring task SCOUT will send a reminder email with a clickable link Clicking the link will bring the User to this New Task input page and the input fields will be filled out with the original task s data The data can be changed as necessary and the User proceeds to assign the task and send out notification emails The User can also choose to ignore the reminder if the task does not need to recur See Figure 17 Due Date Received Date Created Date Recurrence Record Type Suspense wl Setup a Recurring Task x Task Recurrence Bn CHOOSE How often should this task occur Workflow Parallel I Never From HPCCOW Daily To r Add I Weekly gt Monthly Yearly Start of recurrence 22 JAN 2011 Duration of Recurrence Clicking the 3 next to an assign the user up or
9. by clicking the RED X in front of the name Click the Done Action Button See Figure 24 Copyright HPC COM LLC 2011 Page 16 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 SCOUT Suspense Tracker V10 0 CPMS User s Manual New Suspense Due Date Received Date Created Date Reports Dashboard Record Type Su Find an org account or a person or adency Search Partial last name Organization Suspense Type CH pr Choose One All Originator CH Settings Available People cted People CPMS Workflow Par BMD Mr HPCCOM Administrator CI pp i gt 4 x Kristen Adkins My Profile Control Center HP From FASLABOR Mr Cla AED AED JLDD WAGE NAF ISD ICUC w Romayne Barclay FAS PSSC Archives CARE ANNOUNCEMENTS gt Cindy Beeson HRBITS HRSO cp To amp mb Dermot Antle BMD Librar Yy Scott Ash LDD Templates me Julie Bigler PSSC Support PP Clicking the 3 next to an Gatekeepers the user up or down in the li Help Center i User Manual LEES Admin Manual Done e Internet Protected Mode On fa rv 95 v Figure 24 Add Assignees Clicking the Done action button closes the Search Names window and displays the chosen names in the To Input box You can delete a chosen name by clicking the RED X beside the name See Figure 25 Originator IRD Workflow Parallel E From Alan Godsave Ala
10. By CPMS Instructions Testing General Tasks Parallel w attachment Marked as private Including instructions in the automated email Mark this Suspense as private Entered By HPCCOM Administrator Figure 36 Summary Window 3 3 Files Tab This tab shows the number of files attached in parenthesis on the tab Clicking the file name opens the file for viewing Clicking the ADD button allows the User to add additional attachments If there are files available in the template library they may be loaded from the ADD FROM TEMPLATES button Only the Task Owner Creator can remove files a REMOVE link will be visible in the Actions column See Figure 37 Files 1 Executive Summary Sheet Coordination Sheet Task Details Task 1110 0010467 Subject Software Test 1 by Contractor Status Open O Due 10 Dec 2010 Add from Templates Viewing Uploaded Files e Name Uploaded Uploaded By Type Actions ORIGINAL TEST ATTACHMENT txt 29 NOV 2010 16 31 Mr HPCCOM Administrator ORIGINAL Figure 37 Files Tab 4 Closed Suspenses The Task Originator may close their tasks at any time either because all Assignees have completed the task or it is no longer applicable When a task is marked closed it moves from the CREATED BY tab to the CLOSED tab in the General Tasks Workspace window At this time the User can choose to place the task UNDER REVIEW or ARCHIVE the task See Figure 38 Copyright HPC COM LLC 2011 Page
11. Coordination E Accepted Date No date ERecord Type Correspondence Templates View Full Details Archives ANNOUNCEMENTS __ Figure 42 Working a Task Enter thru URL Home Page The second way an Assignee can begin working on a task is when an Assignee receives an SCOUT notification email which Assignee can click on the link at the bottom email Clicking the link will bring the email recipient into the Scout system and directly into the Task work area so the Assignee can immediately begin working the task See Figure 43 ia F NPE i J SCOUT Suspense 2781 Assi ca MSGT Hughes Thomas Message Plain Text EE Message Add Ins Q Q Q IKEA DE be ER EN gned Reply Reply Forward Delete Moveto Create Other Block J Not Junk Categorize Follow Markas Send to to All Folder Rule Actionsv Sender E Up Unread l Select OneNote Respond Actions Junk E mail Tu Options ra Find OneNote You forwarded this message on 4 23 2010 12 26 PM SCOUT SYSTEM MESSAGE hpcservice thebhwgroup com Sent Fri 4 23 2010 11 32 AM Jack E Hughes SCOUT Suspense 2781 Assigned MSGT Hughes Thomas THIS IS AN AUTOMATED EMAIL The following Suspense has been submitted to you by Kennard Laviers Suspense Attention Training Class This is a sample task created for you Suspense ID 1857 Instructions Please review the attachments and provide comments Your comments should be a
12. PT Lureri 32 7 MP ph 34 8 My Contool CELE gate ene a ete eRe ee ee HHHHHHHH EN en ee cerns 35 8 1 Personal Task TT PES Leren 35 8 2 List of your personal Originated by Nam eS E keke 35 ET SN 35 8 4 Create a DistroList MailSet u keke keke keke keke kek K KA KAK KA KA 35 9 SJ 0 00 go CENTE REE 36 IA MN 36 ENN 37 JE EEE EE nea Ka nk bn oe 37 10 MUREN NN 37 10 1 SESSION BORN N rre 37 LIST OF FIGURES Figdre t CAG NOt RECON de 5 Fure 2 User Regi station FOr senccse EEE 6 Es Ihe HOME IEE a E ox 6 FHEUET NA Task PN 7 Figure 5 Stand in Act as Window rrrrnrnrrnnnnnnnnnnnnvvrvvnnnnnnnnnnrnrsnnnnnnnnnnrvvvvnnnnnnnnnssenssnsnnnnnnnnnene 7 He EE DDDMMNNMMMVMVMVMA NqEDIaN M M MnonONONo o oa yII IZI I TTM 8 Figure 7 Search Criteria DIOP GUO Wi i i 544xy44s c4 yic c14k yani n b r b yae Na kur b k n ea s lul be ken Ke kK Ze bek be 8 Figure 8 Save as Home Page Wi nQdOW keke keke keke kek kek K KK KA 8 Figure 9 The Navigation Menn 9 Figure 10 The Work Space W OW keke eee keke ek KK K KK KE K KK KEK 9 Figure 11 General Tasks TOOl D F u eee KE K KK EA 10 Figure 12 General Tasks Workspace Table kk k k kek ka 10 Figur 13 Data Grid Table i yn koyan Wade AN n N l yine w N e N NE ked n ra w d na 11 Figure 14 Task Preview PE escisiones 11 Fig
13. down in the list No end date Subject End after occurrences End by Subject input Attachments r Email days before next occurance Figure 17 Recurrence Icon 3 1 2 Record Type Clicking the Record Type dropdown arrow shows all available record types See Figure 18 Entered as HPCCOM Ad Civilian Personnel Management System New Suspense App Due Date Received Date Created Date General Tasks 6 25 FEB 2011 17 00 28 JAN 2011 10 59 Recurrence Reports Dashboard Suspense Search Suspense Comespondence met Originator CHOOSE AN ORIGINATOR x Settings My Profile Workflow Parallel From HPCCOM Administrator HPCCOM Administrator s To Add Assignees 26 Add from MailSet 2g Edit Mailsets Library Templates Figure 18 Record Type 3 1 3 Suspense Type Click the arrow to the right of the words CHOOSE A SUSPENSE TYPE to activate the dropdown menu Only one Task Type can be chosen Choosing a task type is required SCOUT will pop up a Copyright HPC COM LLC 2011 Page 13 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 SCOUT Suspense Tracker V10 0 CPMS User s Manual reminder if you fail to make a choice and will not process the task until a choice is made Remember TASK TYPES are created globally for all Users by Administrators Users can also create Task Types only visible to that User in the Control Center See Figure 19 med Civ
14. 2 1 1 New Task By clicking the New Task button you can create a new Task See Figure 4 Entered as HPCCOM Administrator CPMS 28 JAN 2011 Search Log out i DERE NSE New Task Mg Stand in Act as 1 Save as Home a Bays Late Due Date Tasked By Suspense Type Accept Reject 30 NOV 2010 Scout Gaza Inquiry Task Subject 1110 0010461 xul Hasa by the Scouts rf ctor Dashboard Accepted Search 29 NOV 2010 10 57 l na sa Paget ofl me s o View 1 1 of I Settings en Task Preview Click the amp to add or remove a column from the grid Control Center Subject Task Tasked By E mailed Date Library Due Date Assigned By Rejected Date Templates 3 EN Type Accepted Date Rejected Date ANNOUNCEMENTS Support Figure 4 New Task Button 2 1 2 Stand In Act as By clicking the Stand in Act as button a pop up window appears with a drop down list of personnel or org accounts you have been given permission to stand in for See Figure 5 Entered as HPCCOM Administrator CPMS 28 JAN 2011 Search Log out Civilian Personnel Management System New Task f Stand in Act as f Save as Home ammen Getty ammer como General Tasks 6 Viewing incomplete General Tasks assigned to HPCCOM Administrator Reports Task Subject Mays Lat
15. 23 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 SCOUT Suspense Tracker V10 0 CPMS User s Manual Con Entered as Dir CPMS DIR 28 JAN 2011 Search Log out L New Task r Stand in Act as f Save as Home Apps Notified 1 Com pleted 9 Closed 1728 General Tasks 58 Viewing closed General Tasks created by Dir CPMS Reports Task Dashboard goya Search E 0910 0010452 CO dination 0910 0010439 C f l Reemployed Annuitant Boerum 24 SEP 2010 DIR Administrative Issue 23 SEP 2010 0C Settings ee oO amp Request eae sa jA eka neaniye Issue kits 0C My Profil 0910 0010427 i Extension of Appointment 17 SEP 2010 DIR Administrative Issue 23 SEP 2010 OC Ez y Profile ikani Control Center as eee bu Le cal azat Ped alge sile au Administrative Issue j SEN N 0 EN 0910 0010425 i Congressional Mr Antonio Vicente 17 SEP 2010 DIR Congressional Response 23 SEP 2010 OC 0910 0010424 fi Flu Shots Statement of Work 17 SEP 2010 DIR Agreement 20 SEP 2010 OG Library 0910 0010420 m Frankie Lane Pentagon Badge aplication 15 SEP 2010 DIR Administrative Issue 14 SEP 2010 0C Templates 0910 0010419 m LPDD Special Act Awards 01 JAN 1900 DIR Administrative Issue 14 SEP 2010 OG Archives e os Page I of 173 gt o_ View 1 10 of 1 728 ANNOUNCEMENTS i v Task Preview Click the t
16. 4 Save as Home One of the great features of SCOUT is the ability to set any of the menu items on the Apps Menu as your Home Page This means that whenever you log into SCOUT that page will always appear See Figure 8 Entered as HPCCOM Administrator CPMS 28 JAN 2011 Search Log out Standin Actas 9 Sayg ae td Civilian Personnel Management System New Task Assigned To 1 Notified 0 Created By 5 Completed 0 Closed 0 Viewing incomplete General Tasks assigned to HPCCOM Administrator Reports Task Subject Days Date Tasked By Suspense Type Accept Reject an 1110 0010461 J th Testing by the Scout con raste gt 0 NOV 2010 Scout contract Inquiry Accepted Search 29 NOV 2010 10 57 q 20 r mi sa Pageh ofl sr s o View 1 1 of I Settings ee Task Preview Click the amp to add or remove a column from the grid Control Center Subject Task Tasked By E mailed Date Library Due Date Assigned By Rejected Date Templates j PE Type Accepted Date Rejected Date ANNOUNCEMENTS Support Figure 8 Save as Home Page Window O Copyright HPC COM LLC 2011 Page 8 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 SCOUT Suspense Tracker V10 0 CPMS User s Manual con 2 2 The Left hand Navigation Menu Apps The Navigation Menu located on the left hand side of the page contains li
17. AH 25 FEB 201 1 AED Information N is 8 Page 1 ofl se 2110 View 1 2 of 2 v Task Preview Click the to add or remove a column from the grid Subject Testing 1 Tester RAH ee Task 1210 0010479 Tasked By ISD E mailed Date 10 DEC 2010 13 35 Due Date 25 APR 2011 Assigned By Test User C ERejected Date No date E Type General Request Accepted Date 21 JAN 2011 16 02 Record Type Suspense View Full Details Figure 14 Task Preview Pane Copyright HPC COM LLC 2011 Page 11 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 3 Create a New Task By clicking this button you can create a new Task See Figure 15 Reports Dashboard Search Settings My Profile Control Center Library Templates Archives ANNOUNCEMENTS Support Assigned To 1 Notified Created By 5 Completed 0 Closed 0 SCOUT Suspense Tracker V10 0 Entered as HPCCOM Administrator CPMS 28 JAN 2011 NewTask Stand in Act as Viewing incomplete General Tasks assigned to HPCCOM Administrator Task Subject Dgyefate Due Date Tasked By Suspense Type Accept Reject 1110 0010461 Ro kama by the Scout contyaee Pr contract Inquiry Accepted L l 29 NOV 2010 10 57 4 lt J N ma a Pagel ofl r ma o i s 6 g o e View I befl Task Preview Click the amp to add or remove a colum
18. Administrator E Dg Email Comments Settings p My Profile Control Center Assignments and Notifications view All Assignee Status Role Action No Carollyn Herrion BMD Suspense Accepted on 29 NOV 10 Assign Email Library 16 44 Templates S Alan Godsave IRD Suspense Emailed on 29 NOV 10 Assign Comment Refuse Accept 16 32 Request Extension Archives Complete Redeleqate ANNOUNCEMENTS Redeleqate Offline Email b5 cla cpp CPP 0 Suspense Completed on 29 NOV 10 Notified Email 16 32 0 days turnaround time Sunnort Figure 32 Assignee Status Window 3 1 14 Contact Information for Each Assignee Contact information for each Assignee is available by clicking on the small green telephone icon in front of each Assignee s name Information includes Office Department Phone number and a clickable email address Presence data can also be available if a Microsoft Office Collaboration Server is online and if the Assignee has installed the necessary Microsoft software See Figure 33 General Tasks 7 Task Details Task 01 11 0010489 Reports Dashboard Search Status Open Due 28 Feb 2011 Task Subject goes here m Originator HPCCOM Administrator Settings Dg Email Comments My Profile Control Gg Assignments and Notifications YEE Status Role Action Assignee Library WS kristen Adkins ICUC Pending completion
19. FedView Re 23 JUL 2010 DIR Information Ms Dir CPMS ac ral MAG 0710 0010284 2010 Annual Review of Special Rates oe 08 OCT 2010 DIR Instructions Ms Dir CPMS COM LLC 0810 0010291 Request for Senior Leader SL Allocation 09 Auc 2010 DIR General Request Ms Dir CPMS EE 0810 0010303 Prohibited Personnel Practices a Study Retrospecitve 13 AUG 2010 DIR Information Ms Dir CPMS 0810 0010322 Updated DoD Veterans initiative Operational Plan 26 SEP 2010 DIR Administrative Is Ms Dir CPMS 0810 0010333 Milestone A Decision for ASARS 13 auG 2010 DIR Coordination Ms Dir CPMS Tania ANAE Arrranal AALLS FANA Arena AVA LURT MAR as aie ania rm Figure 54 Report Page Copyright HPC COM LLC 2011 Page 33 mun Paw aa n anda rm Omar Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 SCOUT Suspense Tracker V10 0 CPMS User s Manual coon 7 My Profile Clicking the left hand menu item My profile allows you to edit your personal information the database See Figure 55 ACTIONS YOU CAN TAKE Apps Please complete the form below Mandatory fields marked Tacks E N General Tasks 6 y Profile Save Cancel Resorts First Namet HPCCOM Last Namet Administrator 6 View Audit Log Search Qar k Title za Mr Yes Settings yer Archive Editor Control Center Library Templates Archies E mail HPCCOM Administrator suspensetracker com ANNOUNCEMENTS U
20. HPC COM STD FRM MG5002 SCOUT Suspense Tracker V10 0 CPMS User s Manual ACTIONS YOU CAN TAKE Please complete the form below Mandatory fields marked My Profile AA i iy Save Cancel First Name Alan View Audit Log Last Name Godsave Rank Title CHOOSE ONE z Archive Reader No Archive Editor No Template Reader Yes Template Manager No Master Stand In No E mail Alan Godsave suspensetracker com Unit IRD x Office Symbol i e CC MXOP SC CSS etc Phone 770 859 0511 Base State Figure 2 User Registration Form 2 The Home Page After a User accesses SCOUT using their CAC Card the default Home Page appears The default is the General Tasks App On every App s Home Page the Assigned To tab is always the default open tab See Figure 3 Entered as HPCCOM Administrator CPMS 27 JAN 2011 Search Log out Civilian Personnel Management System New Task W Stand in Actas f Save as Home Apps Assigned To 1 Notified Created By 5 Completed 0 Closed 0 General Tasks 6 _ Viewing incomplete General Tasks assigned to HPCCOM Administrator Reports Task Subject Days Late Due Date Tasked By Suspense Type Accept Reject Dashboard 1110 0010461 f on Testing by the Scout contractor ro 30 NOV 2010 Scout contract Inquiry Accepted Search 29 NOV 2010 10 57 J ma sa Paget ofl me mi 10 jw View 1 1 of I Settings My Profile z
21. PART MENT lt DEFENSE Entered as HPCC Civilian Personnel Management System New Suspense Apps Due Date Received Date Created Date 25 FEB 2011 17 00 28 JAN 2011 10 59 Recurrence Reports Dashboard Record Type Suspense z Search B 7 T T Suspense Type CHOOSE A SUSPENSE TYPE Originator Settings My Profile Control Center To amp Add Assignees 06 Add from MailSet gt Edit Mailsets Library Templates Archives ANNOUNCEMENTS Support ET E Er err Clicking the 3 next to an assignee s name will remove that assignee When assigning in a chain clicking or wil move Gatekeepers the user up or down in the list Figure 21 Workflow Parallel or Chained The blue to the right of Workflow gives an explanation of each choice See Figure 22 Copyright HPC COM LLC 2011 Page 15 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 con SCOUT Suspense Tracker V10 0 CPMS User s Manual Entered as HPCCOM Administrator CPMS 28 JAN 2011 Search Log out Civilian Personnel Management System Save gCancel New Suspense re Due Date Received Date Created Date 28 JAN 2011 14 00 Recurrence Dash bS Record Type Suspense Search 5 __ _ __ Suspense Type CHOOSE A SUSPENSE TYPE CHOOSE AN ORIGINATOR E Settings PP KEREN My Profile Workflow Parallel Control Center Para
22. SCOUT SUSPENSE TRACKER Version 10 0 USER S MANUAL For Civilian Personnel Management Service CPMS HPC COM LLC Help Desk 800 795 1902 Updated February 2011 N Cone SCOUT Suspense Tracker V10 0 CPMS User s Manual Table of Contents MENE 5 ETE NNN 5 1 Accessing COU ace EE 5 EL Ve MENN 5 L2 F NNNNMN e e erer rrr r ewd 5 2 TENNENE 6 A N TODEA EE 7 2 1 1 De soars cere eerste cere soe econ e r r HH bre e wra 7 212 Sela NE KE SE eee 7 2 1 3 ors 5 EE EE EEE NE EEE 8 2 1 4 ENN 8 2 2 The Left hand Navigation M Nu cccscccccsssccccessececeenececeesceceeuecesseneceeseeneeetseneees 9 2 3 The Workspace INTO Lassen 9 2 4 General Tasks Tool Bar K L KE kk kk eee k ke k k Keke K k KRE KA 10 2 5 The General Tasks WorkSD C keke kk keke keke ek K KK KEK 10 2 5 1 Columns in the Data Grid Table rrrronrrrnnnnnrrnnnnnrrnnnnnrrrnnnnnerennnnernnnnnsvrnnnnnseennnn 10 2 5 2 TAPE 11 3 TENT bBbTkbTBrTMXWMWMXM M M M M M W 5 TrR5R5RrHN BB ane 12 3 1 ND 12 3 1 1 FEN 13 3 1 2 PREC OU EE S 13 3 1 3 UTEN 13 3 1 4 Choose KG Aal EE EE 14 3 1 5 VIN 15 3 1 6 For DP 16 3 1 7 PREG Pie SOS ERE 16 3 1 8 AJG TOU MAL SE EE EE 17 3 1 9 Me 18 LO ENN 18 LL DENN 19 34 12 EMNENE 19 3 1 13 Assignment Setup Viewing New A ssign S L l keke 20 3 1 14 Contact Information for Each Assignee rrrnnrrrnnnnnrrnnnnnernnnnnerrnrnnnrrnnnnnernnnnneeene 21 3 1 15 Assignee Sta
23. ated the task e Suspense Type The 8 column displays the type of suspense it is Administrative Issue Inquiry OPM Issue General Request Information etc e Accept Reject The 9 column shows whether you the Assignee have Accepted or Rejected the task and the date and time of the action Assigned To 2 Notified 1 Completed 0 Closed 0 Viewing incomplete General Tasks assigned to Kristen Adkins Task Subject Days Late Due Date Tasked By Suspense Type Accept Reject 1210 0010479 ID ol Testing 1 Tester RAH 25 APR 2011 ISD General Request Accepted 21 JAN 2011 04 02 1210 0010472 r ku Test 5 Tester RAH Information View 1 2 of 2 This task has not been accepted by you Click this icon l or the subject to view the status v Task Preview Click the to add or remove a column from the grid Figure 13 Data Grid Table 2 5 2 Task Preview Pane Clicking on a Task record in the INBOX will highlight that line in yellow and display details of the task in the Task Preview Pane Clicking the small blue box in front of a data item in the task preview pane will add or delete that data item from the current view of the Assigned To tab data grid See Figure 14 Assigned To 2 Notified 1 Completed 0 Closed 0 Viewing incomplete General Tasks assigned to Kristen Adkins Task Subject Days Late Due Date Tasked By Suspense Type Accept Reject 1210 0010472 fi Test 5 Tester R
24. by previous Assign Replace Remove Email Templates assignees 31 days remaining Archives x Kristen Adkins ICUC Close P Pending completion by previous Assign Replace Remove Email ANNOUNCEME allsignees 31 days remaining ICUC 703 696 1992 Support Kristen Adkins suspensetracker com Gatekeepers Done Internet Protected Mode On fav 95 Figure 33 OCS Information 3 1 15 Assignee Status Details Icon Status information for a particular Assignee is available by clicking on the information icon a small letter i in a blue circle that is in the STATUS column See Figure 34 Copyright HPC COM LLC 2011 Page 21 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 SCOUT Suspense Tracker V10 0 CPMS User s Manual Assignments and Notifications View all Assignee Status Role Action spense Accepted on 29 NOV 10 Nusg This suspense was delegated by HPCCOM Administrator to Carollyn Herrion ka Carollyn Herrion BMD Assign Email gt Email Role Assign Due Date 19 DEC 2010 Emailed Notification email sent to Carollyn Herrion 29 NOV 2010 16 32 Accepted Last action by Carollyn Herrion on 29 NOV 2010 16 44 Complete Na Comments Figure 34 Information Icon 3 1 16 Assignee Status Details for All Assignees Status information for ALL Assignees is available by click
25. c 2010 DIR Coordination Ms Dir CPMS Control Center 0410 0009899 EPAT CCB 08 SEP 2010 DIR Administrative Is Ms Dir CPMS 0410 0009919 1 PD 29 employees Dep of Army 30 aPr 2011 DIR Coordination Ms Dir CPMS Library 0510 0009949 Management Review 17 SEP 2010 DR Investigation Ms Dir CAMS TT 0610 0010010 Improving the Federal Recruitment and Hiring Process 01 NOV 2010 DIR Policy Ms Dir CPMS 0610 0010012 Request for Special Retirement Coverage 31 AUG2010 DIR Coordination Ms Dir CPMS ect GE 0610 0010016 CPMS Standard Operating Procedures SOP 31 4uc 2010 DIR Administrative is Ms Dir CPMS 0610 0010018 Request for Special Retirement 30 SEP 2010 DIR Coordination Ms Dir CPMS 0610 0010025 Request for Special Retirement Coverage GS 07 O 130 SEP 2010 DIR Coordination Ms DirCPMS Support 0710 0010229 CPMS Express July 09SEP 2010 DIR Information Ms Dir CPMS Gatekeepers 0710 0010234 DLA 6 FPS positions o09 DEC 2010 DIR Coordination Ms Dir CPMS Help Center 0710 0010244 Veterans Initiative Steering Committee 14 JUL 2010 DIR Directive Ms Dir CPMS User Manual 0710 0010253 OIG Follow up 25juL 2010 DIR IG Ms Dir CPMS Admin Manual 0710 0010260 Note to CPPC Competency Survey Initiative 25juL 2010 DR Information Ms Dir CPMS 0710 0010265 Email Notice to Survey Participants HRPGE 30ser 2010 DIR Information Ms DircPMS SCOUT v 10 0 0710 0010273 2010 Federal Employee Viewpoint Survey
26. d 22 SEP 2010 Archives Addressees David Rude James Raney Judy Birden John Dill ANNOUNCEMENTS Other Addieusnes Location Support Classification Unclassified Attach FI 4 Gatekeepers iem one a F 21813 EXSUM Format CPP DoDI 1400 25 V410 txt Check files to include E Help Center them in archive 21813 Vol 410 LOR txt User Manual 21813 RE Issues for DoD Training Regulation txt Admin Manual TAB A txt txt F 21813 SD Form 106 for DoDI 1400 25 Volume 410 txt 3 SCOUT v 10 0 F 21813 V410 Comments Matrix txt Suspense 21813 Action Memo to Acting DUSD CPP DoDI 1400 25 V410 txt Tracking by HPC COMLLC 21813 CPMS Coordination Sheet for DoDI 1400 25 V410 txt www suspensetracker com 21813 DoDI 1400 25 Volume 410 txt F 21813 WHS v DoDI 1400 25 V410 10 16 09 txt M 21813 EXSUM Format CPP DoDI 1400 25 V410 txt F 21813 Vol 410 LOR txt F 21813 RE Issues for DoD Training Regulation txt F 21813 Action Memo to USD PR DoDI 1400 25 V410 txt F 21813 SD Form 106 for DoDI 1400 25 Volume 410 txt m lm 21813 V410 Comments Matrix txt F 21813 Action Memo to Acting DUSD CPP DoDI 1400 25 V410 txt FI 21813 CPMS Coordination Sheet for DoDI 1400 25 V410 txt r 21813 DoDI 1400 25 Volume 410 txt 21813 WHS v DoDI 1400 25 V410 10 16 09 txt Include Comment History W PathToDirectory C Scout Archive x File Name DoDI 1400 25 V410 H iy Save amp Preview amp Cancel Fig
27. date the yellow color expires Users may choose to be notified by email whenever a task they ve been assigned is due in X days or is past due You can also make choices in the Notification Preferences window about whether to receive emails concerning suspenses you ve created Copyright HPC COM LLC 2011 Page 34 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 SCOUT Suspense Tracker V10 0 CPMS User s Manual Con 8 My Control Center SCOUT allows Users to customize some of the features of their version of SCOUT which will be unique to that User These functions are available in the Control Center See Figure 56 Entered as Dir CPMS DIR 28 JAN 2011 Search Log out Apps Personal Task Types Originated By List Stand ins MailSet Distro General Tasks 58 Personal Task Types Add New Type add Reports Dashboard W cpms Search Settings m My Profile Figure 56 The Control Center page 8 1 Personal Task Types You can create a Personal Task Type name that will appear only in your version of SCOUT appended to the global list of task types Other Users cannot see your Personal Task Type names however they will be seen in the SCOUT task list by anyone to whom you assign that task type You can delete any of your Personal Task Types at any time 8 2 List of your personal Originated by Names You can create a personal list of originators that will appear only in your vers
28. e E Type SD106 Package Created Date 30 SEP 2010 CLOSE Review Approved Archive Unused Date 30 SEP 2010 SD106 Package E Record Type Suspense View Full Details Figure 40 Task is now Under Review Copyright HPC COM LLC 2011 Page 25 Internet Protected Mode On Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 con SCOUT Suspense Tracker V10 0 CPMS User s Manual 4 2 Archiving a Task After a task has been REVIEWED or CLOSED the Task Originator may choose to Archive that task Clicking the ARCHIVE button opens up a form where decisions such as what files to archive where to place the archive document etc can be made Clicking the Preview button will open up a PDF document that illustrates what the archived document will look like When done click the SAVE button and the task will be moved into ARCHIVES folder under LIBRARY in the left hand Navigation Menu See Figure 41 Please complete the form below Mandatory fields marked Apps Archival Details Task 0910 0010457 General Tasks 58 Unique Record Identifier 10457 Reports Dashboard Subject DoDI 1400 25 V410 Search Date Filed 28 JAN 2011 Publication Date Author CPMS Dir DIR Settings Originating Organization DIR My Profile Control Center Supplemental Marking List Media Type Electronic F Library Format PDF x Templates Date Receive
29. e declines or completions e Create alerts for short suspense dates or past due suspenses e Create Executive Summary or Coordination Sheets e Track status review approve assign re assign info only e Get customizable reports stoplight charts or metrics 1 Accessing SCOUT 1 1 User Authentication New Users normally enter SCOUT for the first time either through a notification email or by accessing the SCOUT application through a furnished URL CAC Card Authentication Users already registered in SCOUT will be prompted to choose a certificate and to enter their CAC PIN number SCOUT will compare their CAC Card data against their SCOUT User Profile and then enter them into the website displaying all currently due tasks CAC Card not recognized by SCOUT If the CAC card data is not recognized by SCOUT Users are asked to enter their email address to Welcome Rowiette Richard NN NN ee tir SCOUT recognizes their email address it found SCOUTE will help you register as a new SCOUTE user updates their CAC Card information in SCOUT aE and brings them into the SCOUT website See Rogistor Figure 1 Figure 1 CAC Not Recognized 1 2 Registration Form The User is then presented with a registration form to complete The User completes the form clicks the SAVE button and is brought into the SCOUT website See Figure 2 O Copyright HPC COM LLC 2011 Page 5 Last Updated 2 1 2011 etaskinstall V82
30. e Due Date TaskedBy Suspense Type Accept Reject _ 1110 0010461 BD Testing pusme ttt contractor 0 NOV 2010 Scout contract Inquiry Accepted Search j 1 i 29 NOV 2010 10 57 Jm m sa Paget ofl me mi 10 iw View 1 1 of I Setting Figure 5 Stand in Act as Window Copyright HPC COM LLC 2011 Pag e Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 SCOUT Suspense Tracker V10 0 O CPMS User s Manual 2 1 3 Search Clicking the Search button opens up another pop up window allowing you to search by Subject Description Task Number Task Type or Status See Figure 6 and Figure 7 Entered as HPCCOM Administrator CPMS 12 JAN 2011 Search Log out Civilian Personnel Management System signed To 1 EREN Completed 0 closed 0 Viewing incomplete General Tasks assigned to HPCCOM Administrator Rannrte Figure 6 Search Button Entered as HPCCOM Administrator CPMS 28 JAN 2011 Search Log out Subject Days Late Due Date Tasked By Suspense Type Accept Reject Suspense Search Field Subject Description Settings Task Number Task Type wa Task Preview Cli Status Control Center Subject Task Tasked By E mailed Date Due Date Assigned By Rejected Date Type Accepted Date Rejected Date Library Templates Archives ANNOUNCEMENTS Place Under Review bm Support Figure 7 Search Criteria Dropdown 2 1
31. e task to an Assignee that doesn t have current access to the Scout application The Assignee will enter an email address and an email will be sent to that person with details of the assignment 8 Email Comments Users may send comments via email choosing which recipients will receive the comments by checking the Email checkbox See Figure 46 Copyright HPC COM LLC 2011 Page 28 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 SCOUT Suspense Tracker V10 0 CPMS User s Manual con Task Details Task 1110 0010467 Task Software Test 1 by Contractor Status Open Due 10 Dec 2010 Originator HPCCOM Administrator PE AN EMAIL COMMENT HERE FOR ANY OR ALL ASSIGNEES Assignments and Notifications T View All Assignee D Email Comments Choose Recipients x Name Carollyn Herrion n Alan Godsave Fi Cla CPF Action MS Carollyn Herrion BMD bJ Alan Godsave IRD Comment Refuse Accept Request Extension Complete Redelegate Redelegate Offlife KS c a CPP CPP suspense Completed on 29 NOV 10 Notified 16 32 days turnaround time Figure 46 Email Comments 5 4 Executive Summary Tab The Executive Summary tab opens a window showing the following form See Figure 47 General Tasks 2 Executive Summary Sheet Task 1110 0010467 Reports Task Software Test 1 by Contractor Dashboard New Application Purpose Search
32. ense as private Clicking the Private icon checkbox determines whether you would like this suspense to appear only in your tasks reports and the Assignees you choose but not in upper level reports Copyright HPC COM LLC 2011 Page 19 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 Con SCOUT Suspense Tracker V10 0 CPMS User s Manual Admin Manual Subject input form limited to 255 characters 255 remaining Attachments Add M SCOUTO v 10 0 Suspense AA Tracking by HPC Description COM LLC Instructions www suspensetracker com Description input form limited to 3500 characters 3500 remaining V Include instructions in the automated e mail v Mark this Suspense as private um yj Save Cancel Figure 30 Default Check Boxes Save or Cancel 3 SAVE After all fields have been completed click the SAVE button or the Cancel button to discard the form See Figure 30 3 1 13 Assignment Setup Viewing New Assignees After clicking the Save icon the following window appears where you can choose whether or not to send an Email to each Assignee change their individual Due Date or change their role from Assign to Notified If you choose Assign then that person is responsible for working the suspense If you choose Notify that person cannot work the suspense but can track its progress and status After choosing roles you may also change the assigned due date for diff
33. erent Assignees However you should never choose a date later than the overall Suspense due date you chose for this suspense You can then enter a personalized message just to that Assignee change the order of the Assignees if in chain or remove an Assignee Then to complete the task click on Finish and Send Emails See Figure 31 Attachments Add Dierer rn Hans Pitesti ll li n H S l a bie ntone Meee m amam mm an amam men Hr FG Ez n ting Assignment Setup Viewing New Assignees 6 Name Email Due Date Role Message Sequence Actions FIR L Assign F Finish and Send Emails a Jave uanve Figure 31 Assignment Setup Pop Up Window After clicking the Finish and Send Emails icon you will now come to the Status Tabs page where you Can now review and edit your input or take action on the task such as upload more files add additional Assignees create an executive view etc See Figure 32 Copyright HPC COM LLC 2011 Page 20 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 con SCOUT Suspense Tracker V10 0 CPMS User s Manual Apps Assignee Status Summary Files 1 Executive Summary Sheet Coordination Sheet General Tasks 2 Task Details Task 1110 0010467 Reports Task Software Test 1 by Contractor Dashboard New Application Status Open Due 10 Dec 2010 Search Originator HPCCOM
34. ge SCOUT Suspense Tracker V10 0 Con CPMS User s Manual Responsible Fariy R sponsititity Originated By 2 HPOO Administrator ire Wiy Organizations Report s YELLOW stoplight color should indicate a task ts due within Yellow Green ne 30 so Days or less a1 Days or more dictated by Yellow Past due set to past due by default Saved Reports Division Report Suspense Report Currently Open Suspense Report Currently Overdue Figure 53 Responsible Party Choices Bf Select All E coms CIP E gan E mo E Fasson E non J wage 2 mar E so E uc J pc E care E peso J cop E ras E Eme Generate Report fis Deselect All Og Save Report m Your report appears in table form The User has the option to export reports to Microsoft Word Excel or as a PDF document by clicking the buttons at the top of the report See Figure 54 Apps General Tasks 58 All suspenses Created by Dir CPMS Dashboard Word Excel PDF Search Custom Report e Task Subject Due Date Tasked By Type Creator 0609 0008917 FECA Claims Report for Irag and Afghanistan June 22 JUL 2010 DIR General Request Ms Dir CPMS Settings 0110 0009640 BRAC Support Memorandum 05 FEB 2010 DIR General Request Ms Dir CPMS My Profile 0410 0009842 Request for Special Retirement Coverage 30 4u
35. have created that are currently open and active The fourth tab Completed lists all of your assigned tasks you have completed but not yet closed by Task Originator When the Task Originator closes the task it is removed from Assignees data grid table The fifth tab Closed lists all tasks created by you that you have closed Entered as HPCCOM Administrator CPMS 12 JAN 2011 Search Log out mess Civilian Personnel Management System New Task gj Stand in Actas 1 Save as Home ed To 1 Notified 0 Completed 0 Closed 0 Viewing incomplete General Tasks assigned to HPCCOM Administrator Pannartc Figure 11 General Tasks Toolbar 2 5 The General Tasks Workspace There are nine columns of data displayed in the default view of the General Tasks ASSIGNED TO table See Figure 12 Entered as HPCCOM Administrator CPMS 28 JAN 2011 Search Log out New Task Stand in Act as 1 Save as Home Apps Assigned To 1 Notified 0 Created By 5 Completed 0 Closed 0 Viewina incnmnlata Canara Taek EEE Task Subject Days Late Due Date Tasked By Suspense Type Accept Reject Dashboard 1110 0010461 VU DY the scout Contacto Bywater But contra Gui Accepted Search 29 NOV 2010 10 57 J gt m sa Pagen ofl se sa o ls View 1 1 of I Settings ERE B i My Profile Task Preview Click the amp to add or remove a column from the grid Co
36. ilian Personnel Management System New Suspense Apps Due Date Received Date Created Date General Tasks 6 25 FEB 2011 17 00 JA 11 Recurrence Reports Dashboard Record Type Suspense x Search OOSE A SUSPENSE TYPE p CHOOSE A SUSPENSE TYPE Originator Administrative Issue E Settings Inquiry Workflow OPM Issue General Request Control Center From Comments For the File Record Policy To 3 l 0 Legislation Edit Mailsets Library GAO Report Regulatory Review Templat are san Coordination Archives NSPS Issue 3 ANNOUNCEMENTS FOIA Legislative Proposal IG Agreement Clicking the eas in a chain clicking amp will _ icking 98 nex Congressional Response ig in a chain clicking amp or will move Gatekeepers the user up or down in tl personnel Action Help Center Data Pull User Manual Subject Audit Admin Manual Complaint Clearance j CPM i A Invitation SCOUT v 10 0 Attachments i ae i HPC SDW Parkane COM LLC Description CPP Item of Interest ae OMB Issue z Wwww suspensetracker com instructions Figure 19 Suspense Type 3 1 4 Choose an Originator Click the arrow to the right of the words CHOOSE AN ORIGINATOR to activate the dropdown menu Only one Originator can be chosen Choosing an Originator is required SCOUT will pop up a reminder if you fail to make a choice and will not process the task until a choice is made Remember Originator
37. ing on the information icon a small letter i in a blue circle In the VIEW ALL Action Button See Figure 35 Task Details Task 1 110 0010467 _ MAHA Task Software Test 1 by Contractor Status Open Due 10 Dec 2010 Originator HPCCOM Administrator A 26 Email Comments Assignments and N vtifications view All Assignee Status Role Action x n ma anan Carollyn E alan God Assignee Redelegated Role Due Date Emailed Carollyn Herrion No Assign 10 DEC 2010 29 NOV 2010 16 32 29 NOV 2010 16 44 Assign 10 DEC 2010 29 NOV 2010 16 32 No i Notified 10 DEC 2010 29 NOV 201016 32 No 29 NOV 2010 16 32 Notified Figure 35 Assignee Status Details 3 2 Summary Tab This tab contains the primary summary information for this task This area is editable if the Logged in User is the Task Owner Creator See Figure 36 Copyright HPC COM LLC 2011 Page 22 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 con SCOUT Suspense Tracker V10 0 CPMS User s Manual Assignee Status Summary Files 1 Executive Summary Sheet Comment Log Coordination Sheet Below are details for this suspense Task Details Task 1110 0010467 Status Open Due 10 Dec 2010 Subject Software Test 1 by Contractor Record Type Correspondence Pesten 29 Nov 2010 16 32 Due Date 10 Dec 2010 17 00 TT 29 Nov 2010 17 00 Task Type Coordination Tasked
38. ion of SCOUT appended to the global list of task types 8 3 List of Stand Ins You can designate someone to act as a stand in for you Senior officers can designate their executive officer or secretary as a stand in for example Anyone you designate as a Stand in can assume that role and act as you within SCOUT 8 4 Create a DistroList MailSet A DistroList MailSet is a list of email addresses saved as a unique name so you can choose groups of Assignees during the suspense assignment process For this test we recommend you create a MailSet You can use any name for the MailSet such as My group 1 You are free to use apostrophes or special characters in the name When you create a name and click the CREATE THIS MAILSET button you will see a page that allows you to choose people or organizational accounts to place into this MailSet Choose at least two names Do not include your own name in a MailSet as this could confuse some SCOUT functions O Copyright HPC COM LLC 2011 Page 35 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 SCOUT Suspense Tracker V10 0 CPMS User s Manual Con 9 Support Center The Support section may have several links In this example there are four 4 links 1 Gatekeepers 2 Help Center 3 User Manual 4 Admin Manual The Scout logo at the bottom of the navigation menu displays the current version number and the link to the Internet web site See Figure 57 Control Center Subjec
39. k frequently for new features and changes 10 Miscellaneous Notes 10 1 Session Expiration If you leave your browser open for a long period of time approximately an hour without interacting with SCOUT a security feature will disable the application If you then try to click any Workflows menu button an alert will pop up advising you to log out or to close your browser and then re log into the application Copyright HPC COM LLC 2011 Page 37 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002
40. lled the Workspace For example if you click on the General Tasks link all of your General Tasks will appear in tables in the Workspace window See Figure 10 NE Entered as HPCCOM Administrator CPMS 28 JAN 2011 Search Log out New Task Standin Actas 1 Save as Home Reports Subject Days Late Due Date TaskedBy Suspense Type Accept Reject eee fh Testing by the Scout contractor oO uini 0 Scout Henan Inquiry Accepted Search 29 NOV 2010 10 57 ma 4a Paget ofl se p 10 iw View 1 1 of 1 Settings My Profile v Task Preview Click the amp to add or remove a column from the grid Control Center Subject Task Tasked By E mailed Date Library Due Date Assigned By Rejected Date Templates F PE Type Accepted Date Rejected Date ANNOUNCEMENTS Support Figure 10 The Work Space Window O Copyright HPC COM LLC 2011 Page 9 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 SCOUT Suspense Tracker V10 0 4 CPMS User s Manual 2 4 General Tasks Tool Bar When you click on the General Tasks link in the Apps Menu there are five tabs at the top of the Workspace Window See Figure 11 The first tab Assigned to includes all of the general tasks currently assigned to you The second tab Notified lists all tasks that require no action by you but were sent for notification purposes only The third tab Created by lists all the tasks you
41. llel wo From To Library Templates Archives Figure 22 Information Icon 3 1 6 From Dropdown The FROM dropdown defaults to the person logged in See Figure 23 Entered as HPCCO Civilian Personnel Management System New Suspense Due Date Received Date Created Date i E EREN 28 JAN 2011 14 00 Recurrence Reports Dashboard Record Type Suspense Search Suspense Type CHOOSE A SUSPENSE TYPE e Originator CHOOSE AN ORIGINATOR ggs My Profile Workflow Parallel _ gt From HPCGCOM Administrator HPCCOM Administrator s1 To Add Assignees 2G Add from MailSet 28 Edit Mailsets Library Figure 23 From Dropdown List 3 1 7 Add Assignees There are 3 ways to choose Assignees 1 Add Assignees You choose Assignees from the Search Names window 2 Add From Mailset You choose Assignees from a previously created SCOUT Mailset Distro list 3 Edit Mailset You create a new Mailset or edit an existing one Clicking the Add Assignees Action Button displays the Search Names window You can choose an Organization or search ALL Type a partial last name and a list of names with that combination of letters in the last names will appear under the Available People column Click the GREEN ARROW in front of a name to move that name to the Selected People column Names can be removed from the Selected People column
42. mary Sh t keke kek kek ke K k KK KK KK KA 29 Figure 48 Comment vr vl rede 29 ETNE 30 Figure 50 Reports Display Choices Page rrrnoranrorarrerennnrernnnnnsvnennnvenevnnvernennnserevnnsenennevennenenee 31 Figure 51 Report Yellow Stoplight Color llke KEY 32 Poue wa VAREDO EE EE 32 Figure 53 Responsible Party CHOICES i yi nasa k l a lena El a kayan na kak k n yak ake k A kavl 33 PICU 34 REDO Ele TtDzc 0w ae e _nn oabpbbbbebbeeememmm 33 Figure 55 The Edit My Profile page tapas inas kn belen ya El a kayan k n tkaya a k n 34 Figure 56 The Control Center pape Lurer 35 FPS NN 36 Dal stam GL os EEE er ere ee nee ee eee ee 36 Figure 59 SCOUT Help Center ccccccsecessececessececeecscescecsececaceecevaceesscsceesaceacavaceesatseavaceeceees 37 Copyright HPC COM LLC 2011 Page 4 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 Con SCOUT Suspense Tracker V10 0 CPMS User s Manual WELCOME Welcome to SCOUT an easy to use yet extremely powerful web based suspense tracking tool that will provide solutions to all of your organization s suspense tracking needs FEATURES LIST With SCOUT you can e Create a suspense task with or without subtasks e Attach upload documents or any files to any suspense e Automatically notify Assignees via email in parallel or chain order e Track the suspense progress comments acceptanc
43. n Godsave suspensetracker con To ff Add Assignees Ds Add from MailSet D Edit Mailsets Stanley Bradley x Christopher Brown x Kelly Devaney t Clicking the 3 next to an assignees name will remove that assignee When assigning in chain clicking amp or Y will move the user up or down in the list Figure 25 Deleting an Assignee the Red X 3 1 8 Add from MailSet You may also choose Assignees by clicking the Add From Mailset Action Button Clicking the Add From Mailset Action Button will display the Select Users From MailSet window Choose a previously saved Mailset name from the dropdown list then click the ADD Action Button Remember Mailsets are created by Users in the Control Center You can also add from any MailSet you ve already created or Edit Add a MailSet on the fly See Figure 26 O Copyright HPC COM LLC 2011 Page 17 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 SCOUT Suspense Tracker V10 0 CPMS User s Manual Con New Suspense Apps Due Date Received Date Created Date General Tasks 6 _ 28 JAN 2011 Recurrence Reports Dashboard Record Type Suspense Search Suspense Type CHOOSE A SUSPENSE TYPE E Originator CHOOSE AN ORIGINATOR Setting My Profile ho a z n From HPTSSHAdministrator HPCCOM Administrator si To Add Assignees Ds Add from MailSet 2g Edit Mailsets Library Templates Kristan Adkins D Select users from MailSet x
44. n from the grid Subject Task Tasked By E mailed Date Due Date Assigned By Rejected Date Type Accepted Date Rejected Date Figure 15 Create a New Task 3 1 Suspense Data Form Con CPMS User s Manual Search Log out f Save as Home m Clicking the New Task Action button displays the New Task data input form To begin click your cursor in the first input box in the upper left corner labeled Due Date A calendar will appear allowing the User to click on a date Note that the current date is highlighted in yellow Dates prior to the current date cannot be chosen The left and right arrows at the top of the calendar allow the User to browse to future calendars to choose the Final Due Date The Due Date is the date the task must be completed by all Assignees See Figure 16 Entered as HPC Dashboard Search Settings My Profile Control Center Library Templates Archives ANNOUNCEMENTS Support Gatekeepers Help Center User Manual Admin Manual P SCOUT v 10 0 Suspense Tracking by HPC COM LLC Www suspensetracker com Created Date 28 JAN 2011 10 59 T7 Recurrence Su Mo Tu We Th Fr Sa SUSPENSE TYPE N ORIGINATOR FE E Administrator HPCCOM Administrator si To amp Add Assignees 2 Add from MailSet 28 Edit Mailsets Clicking the 3 next to an assignee s name will remove that assignee When assigning in a chain clicking
45. nit CPMS Office Symbol Support MXOP C CSS ett atekeepen z Phon 1234567890 Helo Center User Manual Base Aamin Manual Stat SCOUTO Vv 100 My tasks YELLOW stoplight color should indicate a task is due witha ji ee y Ovetow 30 Days orless JE O Green Days or more dictated by your choice for Yellow Red Past due set to past due by default Notify me when a task I ve been assigned Is Due in 1 Days cr less No Is Past Due a Yes Notify me when an assignee in a Suspense I ve ceated_ Completes a task Yes Refuses a task Yes Rearsigns a task No Closes a task No mn a a a Figure 55 The Edit My Profile page The items you can edit include your department name or your own name if you are working in SCOUT as an individual rather than an Org account Notice that for Org account the rank should be listed as ORG This entry helps format the stoplight chart Other edit items include email address office symbols and phone number and address information This is also where you can change your password Items Users cannot change themselves include Archive Reader Writer Template Reader Manager and Master Stand in If you feel you need these privileges contact your Gatekeeper Users may change the yellow stoplight color to indicate a task is due within a certain number of days Changing the yellow color will automatically change the green stoplight color to reflect all tasks due beyond the
46. nks to all the GEER actions you can take within SCOUT See Figure 9 Reports cpms Dashboard Search mete Movie amme comme cote Viewing incomplete General Tasks assigned to HPCCOM Administrator Entered as HPCCOM Administrator CPMS 27 JAN 2011 Search Log out Civilian Personnel Management System New Task l Stand in Act as f Save as Home Reports Task Subject Days Late Due Date Tasked By Suspense Type Accept Reject 1110 0010461 SD tH Testing by the Scout contractor 30 NOV 2010 Scout contract Inquiry Accepted Search 20 NOV 2010 10 57 Setti PT nes ma a Page ofl p gt ma 10 iw View 1 1 of I Settings My Profile M Fa Tav TE N q pe Task Preview Click the amp to add or remove a column from the grid Control Center Control Center Subject Task Tasked By E mailed Date Due Date Assigned By Rejected Date Library Templates Archivas Type Accepted Date Rejected Date ANNOUNCEMENTS Library Templates Support Gatekeepers e re ANNOUNCEMENTS Admin Manual j SCOUT v 10 0 Suspense Tracking by HPC COM LLC WWW suspensetracker com SUppo rt Done Internet Protected Mode On 4a r 29 v Gatekeepers Figure 9 The Navigation Menu Help Center User Manual Admin Manual re 23 The Workspace Window When you click on an item from the Navigation Menu whatever action you choose will appear on the right side of the page in the area ca
47. ntrol Center Subject Task Tasked By E mailed Date Library Due Date Assigned By Rejected Date Templates aan Type Accepted Date Rejected Date ANNOUNCEMENTS Support Figure 12 General Tasks Workspace Table 2 5 1 Columns in the Data Grid Table The columns are explained here See Figure 13 e Task The first column displays the task number The column can be sorted by clicking the column heading e Task Status Icon The 2nd column displays task status icons Hovering the cursor over the icon displays a text box with the current status of that task e Outlook Calendar Icon The 3rd column shows an Outlook Calendar icon Clicking the icon allows the User to import the task into Microsoft Outlook as a calendar activity e Subject The 4th column in General Tasks displays the subject of the task This will also be the subject of the automated notification email that is sent to task Assignees Copyright HPC COM LLC 2011 Page 10 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 SCOUT Suspense Tracker V10 0 CPMS User s Manual Con e Days Late The 5 column has green yellow or red balls indicating the number of days the task is due or is past due Hovering the cursor over the ball displays a text box with current due date status e Due Date The 6 column is the Task Due Date set by the Task Originator e Tasked By The 7 column displays the department or division who origin
48. o add or remove a column from the grid Support Subject DoDI 1400 25 V410 Gatekeepers Help Center EU Task 0910 0010457 ETasked By DIR Unused Date 30 SEP 2010 i User Manual Due Date 30 SEP 2010 Received Date 30 SEP 2010 E Type SD106 Package Admin Manual Type SD106 Package Created Date 30 SEP 2010 Record Type Suspense j Place Under Review Archive View Full Details j SCOUT v 10 0 Suspense Tracking by HPC m Done Internet Protected Mode On fay 100 v Figure 38 Closed Tasks Window 4 1 Place Under Review If a Task needs to be submitted for review by another Organization the Task Originator should click the PLACE UNDER REVIEW button where a popup window appears allowing them to choose which organization to send the task for review See Figure 39 0910 0010439 fi Reemployed Annuitant Boerum 24 SEP 2010 DIR Administrative Issue 23 SEP 2010 Settings 0910 0010431 O f Badge Request 20 SEP 2010 DIR Administrative Issue 14 SEP 2010 My Profile 091 0 0010427 f Extension of Appointment 17 SEP 201CDIR Administrative Issue 23 SEP 2010 Conk Cener 0910 0010426 O f l NSPS Closeout Appraisal Mudgett 14 SEP 2010 DIR Administrative Issue 13 SEP 2010 0910 001 0425 fi Congressional Mr Antonio Vicente 17 SEP 201CDIR Congressional Respons 23 SEP 2010 0910 0010424 fii Flu Shots Statement of Work 17 SEP 201CDIR Agreement 20 SEP 2010 Libra Hi MST RF cree
49. private o Cancel Done Internet Protected Mode On mv AS v pn l a Figure 28 Add Attachments 3 1 11 Description Type instructions or a message further explaining the substance of the suspense This box allows you to put instructions or messages that will or will not be sent in the email to Assignees You can click the checkbox to decide whether the message will be included See Figure 29 ye Clicking the 39 next to an assignee s name will remove that assignee When assigning in a chain clicking amp or Y will move Gatekeepers the user up or down in the list Help Center User Manual Subject Subject goes here P Admin Manual Subject input form limited to 255 characters 237 remaining AB SCOUTE v 10 0 Attachments Add Suspense Tracking by HPC COM LLC TEST ATTACHMENT txt 0 03KB 100 x Www suspensetracker com Description Type a description of the task here Instructions Description input form limited to 3500 characters 3464 remaining V Include instructions in the automated e mail V Mark this Suspense as private i Save Cancel Figure 29 Description Box 3 1 12 Default Check boxes At the bottom of the new suspense input form there are two choices to make See Figure 30 1 Include instructions in the automated e mail You can choose whether to include the message in the emails sent to the Assignees 2 Mark this Susp
50. s Action Links Actions the Assignee can take 1 Comment Clicking the Comment Action Link opens a window that allows the Assignee to enter a comment about the task The Task Owner Originator will receive an email as a result of the comment 2 Refuse Clicking the Refuse Action Link opens a window that allows the Assignee to enter a comment about the reason for refusing the task The Task Owner Originator will receive an email as a result of the refusal 3 Accept Clicking the Accept Action Link sends an email to the Task Owner Originator that you have accepted the Task 4 Request Extension Clicking the Request Extension Action Link opens a window that requires the Assignee to enter a reason for the requested extension and input a requested deadline date 5 Complete Clicking the Complete Action Link opens a window that requires the Assignee to enter a comment describing the work that completed the task The Task Owner Originator will receive an email as a result of the completion 6 Redelegate Clicking the Redelegate Action Link opens a window that allows the Assignee to choose other Assignees to work on the task The Task Owner Originator may or may not receive an email as a result of the re delegation depending on the Owner Originator s Profile Preferences Click DONE when finished choosing names 7 Redelegate Offline Email Clicking the Redelegate Offline Action Link opens a window that allows the Assignee to redelegate th
51. s an upload limit of 4 files at a time If you would like to upload more than 4 files complete the creation of the task and upload more files after the task has been saved Copyright HPC COM LLC 2011 Page 18 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 SCOUT Suspense Tracker V10 0 CPMS User s Manual Con hae G scoure Suspense Tracker Windows Internet Explorer TL GET TT acs CE GO rm aie http www etaskinstall com Assignment New File Edit Vi Favori To Hew X GjConvert MR Select sr Favorites SCH Scou DSS fi ARMY fi EIMP HPC ShPt M HPC BHW Quic Conn VBK Goog fi etsa ETS Ji OLD fi SCOUTE Suspense Tracker Home v BJ Feeds Y E Read Mail dah Print v Pager Safety Toolsv Help r Archives ANNOUNCEMENTS Support PP Clicking the 3 next to an assignee s name will remove that assignee When assigning in a chain clicking amp or wil move Gatekeepers the user up or down in the list Help Center i n User Manual Subject Subject goes here Admin Manual MB SCOUTS v 10 0 Attachments Add Suspense Tracking by HPC COM LLC TEST ATTACHMENT txt 0 03KB 100 WWw SuSpensetracker Com Description instructions Description input form limited to 3500 characters 3500 remaining V Include instructions in the automated e mail V Mark this Suspense as
52. s are created globally for all Users by Administrators Users can also create ORIGINATORS only visible to that User in the Control Center See Figure 20 Copyright HPC COM LLC 2011 Page 14 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 SCOUT Suspense Tracker V10 0 CPMS User s Manual ee Civilian Personnel Management System New Suspense Apps Due Date Received Date Created Date General Tasks 6 25 FEB 2011 17 00 28 JAN 2011 10 59 Recurrence Reports Dashboard Record Type Suspense Search Suspense Type CHOOSE A SUSPENSE TYPE Originator CHOOSE AN ORIGINATOR Settings My Profile Control Center Edit Mailsets Library Templates Archives ANNOUNCEMENTS Support KEN r ETEN Clicking the next tc je in a chain clicking amp or w will move Gatekeepers the user up or down in t Help Center User Manual Subject ra Admin Manual SCOUT v 10 0 Attachments Suspense Tracking by HPC rn COM LLC Description a www suspensetracker com instructions Figure 20 Choose an Originator 3 1 5 Workflow You can assign the task in parallel or chained sequence Sending in Parallel will send all Assignees an email simultaneously Sending in Chain will send an email to the first Assignee only and when he she completes their portion of the suspense then the next Assignee will receive an email See Figure 21 PROF
53. s you to a website that contains helpful information such as e Lessons e FAQs e What s New e Register for Online Classes 8 SUSPENSE 6 TRACKER ACADEMY mm LESSONS FAQS WHAT SNEW REGISTER FOR CLASSES av Q You are here Home Register Login WELCOME TO THE SCOUT SUSPENSE TRACKER HELP CENTER Need help For the fastest response call 800 795 1902 and ask for the Help Desk SCOUT SUSPENSE TRACKER ACADEMY LESSONS Whether you need an introduction to SCOUT Suspense Tracker or if you just need a refresher click the Lessons link for a list of available on demand lessons FAQs Have a question Click the Frequently Asked Questions link FAQs to find answers to the most common questions users have submitted WHAT S NEW A list of the latest features added to Scout Suspense Tracker special notices and other announcements of interest REGISTER FOR CLASSES Live online classes are held in our virtual classroom Check out the schedule of classes and click the link to register to attend a class RESOURCES FOR ON SITE CLASSROOM TRAINING If your organization offers on site classroom training for Scout Suspense Tracker there are resources available for Trainers and Students on the CLASSROOM RESOURCES page Figure 59 SCOUT Help Center 9 3 User amp Admin Manuals SCOUT User and Admin Manuals are available for your use as a Microsoft Word document HPC COM LLC updates these manuals on a regular basis Please check bac
54. t Task Tasked By E mailed Date Library Due Date Assigned By Rejected Date Templates Type Accepted Date Rejected Date Archives ANNOUNCEMENTS Support Gatekeepers Help Center User Manual Admin Manual ZEB SCOUTOv 10 0 Suspense Tracking by HPC COM LLC www suspensetracker com POWERED BY HPC COM LLC V 10 0 0 82 Figure 57 Support Center 9 1 Gatekeepers The Gatekeepers link takes you to a listing of your unit s Gatekeepers contact information If you can t find a Gatekeeper listed for your organization or department contact the Help Desk 800 795 1902 See Figure 58 Scout Gatekeepers Apps General Tasks 7 Viewing Local Administrators Reports Unit User Email Phone Dashboard CPMS Mr Administrator HPCCOM HPCCOM Administratoresuspensetracker com 1234567890 KERA SERRE N 7 ee eee ee i EN li Search ISD Mr User C Test testuserc suspensetracker co 2345678901 N Ia Page 1 ofl s View 1 2 of 2 Settings lf you can t find Gatekeepers listed for your organization or department contact the Help Desk at 800 795 1902 My Profile Control Center Library Templates Archives ANNOUNCEMENTS User Manual Figure 58 Gatekeepers O Copyright HPC COM LLC 2011 Page 36 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 SCOUT Suspense Tracker V10 0 CPMS User s Manual con 9 2 Help Center The Help Center link take
55. t s YELLOW stoplight color should indicate a task 15 due within O Yalow 30 Days or less O Green Days or more dictated by Yellow O Red Past due set to past due by default Figure 51 Report Yellow Stoplight Color 5 2 1 Saved Reports Below the YELLOW STOPLIGHT COLOR DEFINITION section lies the SAVED REPORTS section To create a saved report make the selections to define the report You may wish to generate the report first to ensure it contains the information you wanted To save the report reselect the selections made to refine the report and click the Save Report button You ll be prompted to give the report aname These saved reports are only visible to you and are not visible to other Users See Figure 52 Reports YELLOW stoplight color should indicate a task 15 due within relow 30 Days or less O Green Days or more dictated by Yellow G Past due set to past due by default saved Reports Division Report Suspense Report Currently Open Figure 52 Saved Reports 6 1 1 Responsible Party In the right hand portion of the Work Space Window you can choose whether the reports are originated by assigned to or delegated by you or different organizations See Figure 53 Copyright HPC COM LLC 2011 Page 32 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 Report Criteria Suspense Status OpenOrCosed fr workflow mm sort By Organization Name dv Date Date Ran
56. ttached as new documents If you have questions about this task please contact me Also contact me if this is the first tome you have worked a task in Scout and you ahve not had any training All of the information you need to take action on this Suspense in available on the SCOUT website Please click on the following link localhost S 1 Assi Figure 43 SCOUT Notification Email 5 2 Assignee Work Area There are six tabs in the Assignee Work area 1 Assignee Status Summary Files Executive Summary Sheet Comment Log Coordination Sheet Assignee Status Executive Summary Sheet Coordination Sheet Task Details Task 3 LR L rk Apps Figure 44 Assignee Work Area O Copyright HPC COM LLC 2011 Page 27 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 N Cone SCOUT Suspense Tracker V10 0 CPMS User s Manual 5 3 Assignee Status Tab The Assignee Status Page shows the Task Details Task Name Status and Originator See Figure 45 Files 1 Executive Summary Sheet Coordination Sheet ask Details Task 1110 0010467 Assignee Status Apps Reports Dashboard New Application Task Software Test 1 by Contractor Status Open Due 10 Dec 2010 Search HPCCOM Administrator Figure 45 Assignee Status Tab Task Details 5 3 1 Assignments and Notifications Window In this example there are three Assignees Only the Logged in Assignee ha
57. tus Details ICON wsiaiicvssavtiecsversteriancdesteccesesiversindodewerceimesdenlicesencate 21 3 1 16 Assignee Status Details for All ASS gnh S E keke 22 GA UG ga LD EEE EE EE 22 3 gt RO TID EEE EE 23 4 O zee za EE mm 23 4 1 Place Under Review rrnreranrerevnnrennnnannnnennnvenevnnvenennennnnennnsenevnnsenennnnennnnensnnennnsenennnnenee 24 D2Z gt ow o oaa jmm_mmmlmbrbrbrbrrrr ym 26 5 Working an Assigned Task kk eee keke keke kek KEK K EKA 26 51 H wtoAccess a asken n ka ex l Kary bene b n an b aa 26 52 Assignee Work Al CO scrire k kbe n ke na Waa de as K k ben n ayn e kw ak eb b Kel 27 5 2 Assignee Status Tab sisseseade enni bay n k xela k l hi kendi akan anak ay ben b z ay bU ku j ak ca 28 5 3 1 Assignments and Notifications WindOW kk k e 28 5 4 Executive Summary Ta keke keke ek ke K k keke KEK KK KAK KA 29 Copyright HPC COM LLC 2011 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 SCOUT Suspense Tracker V10 0 CPMS User s Manual 5 NNN 29 5 6 Coordination Sheet TaD wisasessssaccessusedecadsdvosuencssssudusasacssentdenteecaveanvondssdnedesurasseswteindyenes 30 6 NE Je ENE RE EN 31 6 1 FN 31 5 2 1 Stoplight Color Definition rrrurrrnnnnnrrnnnnnrrrnnnnnrrnnnnnnrrnnnnnrrnnnnnernnnnneernnnnnseeeenn 31 Sa DOG FEDON E EE 32 6 1 1 Responsible
58. ure 15 GAINES 12 Figur 16 Calendar DENN 12 Figure 17 Recurrence ICON Vvs 13 PETN RON 13 Figure 19 SUSPENSE Ve Landa he A dan kd ik w na EBA w h j le k ba 14 Fe Nat ee ah TANN 15 Figure 21 Workflow Parallel or Chained ii kk keke ka 15 Pre NNN 16 Fjeure 23 From Dropdown LUSLuvrvvvesved dressene 16 O Copyright HPC COM LLC 2011 Page 3 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 N Cone N cC SCOUT Suspense Tracker V10 0 CPMS User s Manual Figure 24 Add Assignees cc essseressssrercessecscscncssrencusrencestenecsvevacssscusrencustencustenacasszasseneustens 17 Figure 25 Deleting an Assignee the Red X rrrnnnnnnnnannrnnnnnrrnnnnnnrrnnnnnernnnnnnrrnnnnnevnnnnnesennnnene 17 Figure 26 Add from MailSet cccccsssccccsssececcesecccceesececeesececeueeccesenecceseuecessegeceeeaeneeetsuneses 18 Figure 27 Add A Subject recsussccvsncoatensanascssssndeassacee saw seudeeaietecepanscsndeniusseasauvenapibbesstamnneieaetetednates 18 Figure 28 Add Attachments s sccscsssscssossseconssscunsssescousvecseussscneusssestoussscueusssensoussessenssss 19 Figure 29 Description BOX s s yayi s yyi es n ka nak kaya ka xal h na bul ka Ara aka eh k aA yal wa wek kek Wun a kaw nk e w k 19 Figure 30 Default Check Boxes Save or Cancel E i kk keke 20 Figure 31 Assignment Setup Pop Up WinQdOW
59. ure 41 Archive Form 5 Working an Assigned Task 5 1 How to Access a Task There are two ways an Assignee can begin working on a task The first way is for an Assignee to open a browser and input the URL and arrive at the Home Page The Assignee can then highlight a task and click the VIEW DETAILS Action Button or double click on the assignment itself to enter the work area page Clicking VIEW DETAILS will bring the Assignee into the work area See Figure 42 Copyright HPC COM LLC 2011 Page 26 Last Updated 2 1 2011 etaskinstall V82 HPC COM STD FRM MG5002 SCOUT Suspense Tracker V10 0 CPMS User s Manual Con Entered as Alan Godsave IRD 20 JAN 2011 Search Log out L New Task r Resume Identity f Save as Home Assigned To 1 Notified 0 Completed 0 Closed 0 Apps Viewing incomplete General Tasks assigned to Alan Godsave 6 Reports Task Subject Days Late Due Date Tasked By Suspense Type Accept Reject k 11100010467 fib Software Testet by Contactor 9 100EC201CCPMS Coordinaton New Application Search ia s Page 1 of lse o wl View 1 1 of 1 v Task Preview Click the to add or remove a column from the grid Settings My Profile Subject Software Test 1 by Contractor Control Center Task 1110 0010467 ETasked By CPMS E mailed Date 29 NOV 2010 16 32 Due Date 10 DEC 2010 Assigned By HPCCOM Administrator ERejected Date No date Library E Type
60. v 10 0 Suspense Viewing closed General Tasks created by Dir CPMS Task 0910 0010452 LE qav ath This task is under review It may be closed if the review Subject Due Date Tasked By RSBC Workinq Group 20 SEP 2010 DIR Suspense Type Coordination SCOUT Suspense Tracker V10 0 CPMS User s Manual Closed 21 SEP 2010 0C 0910 0010439 Fleten dn 24 SEP 2010 DIR Administrative Issue aaa oc 0910 0010431 O badge Request 20 SEP 2010 DIR Administrative Issue 14 SEP 2010 OC 0910 0010427 f Extension of Appointment 117 SEP 2010 DIR Administrative Issue 23 SEP 2010 OC 0910 0010426 Ofl NSPS Closeout Appraisal Mudgett 14 SEP 2010 DIR Administrative Issue 13 SEP 2010 OG 0910 0010425 oO xul Congressional Mr Antonio Vicente 17 SEP 2010 DIR Congressional Response 23 SEP 2010 OC 0910 0010424 f Flu Shots Statement of Work 17 SEP 2010 DIR Agreement 20 SEP 2010 0C 0910 0010420 oO xul Frankie Lane Pentagon Badge aplication 15 SEP 2010 DIR Administrative Issue 14 SEP 2010 OG 4 0910 0010419 Of LPDD Special Act Awards 01 JAN 1900 DIR Administrative Issue 14 SEP 2010 0C d a oe Page 1 of 173 gt i 10 View 1 10 of 1 728 v Task Preview Click the to add or remove a column from the grid Subject DoDI 1400 25 V410 Task 0910 0010457 Tasked By DIR Due Date 30 SEP 2010 Received Date 30 SEP 2010 E Typ
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