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IMETS User Manual

1. cccceecceceeeseesssssseeeeeeeeeeseees 86 Fig 5 12 New Mil Community Mil Community VIQW ccccccccsssseeeeeeeeeeeesaesseeeeeeeeeessaaees 86 Fig 5 13 New Location Code Location Code PropetieS sesssssrrrerereesssrrrrrrrreesssrnns 87 Fig 5 14 New Location Code Select a Dept Code 2 0 cccsssssseeeeeeeeeeeseessseeeeeeesenaaens 87 Fig 5 15 New Location Code Location Code PropertieS sesssssssrrerseeessrrrrrrrrrssrrrrrrrns 88 Fig 5 16 Location Code Location Code PropertieS ss eessrssseeeesrrrrnnrrrrrrrrrrreeeessn 89 ROS L17 NAFIPODE NIC Sinana a aia eas 89 FOO STAC OF aoed O A A A TAA 91 FIG 6 2 Fiter WNI OW ain A 91 ROOS IMC SSC TOM nons canis acnenasataceasn slinmnn a naeu gp iaaa tan ae saagunbariaoamnaanads 91 FIG Che US PR UNS 5a arcsec oars ccc orate T E A 92 HOCS PPOR MOT DUON arei ateaa ewan 93 All data shown is fictional Manual best viewed in color Please send comments or corections to Rachel s kennedy naf mail mil vi FIGO 6 SAVE A aaan A A E 93 HO G7 Sa VE AS Fe VP E uana EEEE S 93 FIG 6 6 Bored DKCerDOCuUMENE snaa T 94 FIO 6 9 COPE BUO Mres i E A A TO 95 FIG 0 10 Dat COPE seNe EEEE E 95 HO G L Data Se OD C Pgrnm GOUD nerna a S S 96 FIG 6 12 Data SSCope Contel Me Garoor E AN 96 Fig 6 13 Data Scope Context Tree Expanded s s ssssseesssrrrrrrrrresssrrnrrrrrreesssrrrrrrresssrnnrrnns 96 HOO LS REDOING VEeW acia eaten atankeansadndenitommec eas
2. 2 Similar Positions SLIHBSPGL Active SLIHBSPGL lIn ctive Ler WXLCE 9 01 3K 01 1 YC 0030 02 SUPY SPORTS S Medina Dorothy 228 WXLCE9 01 3K 01 2 GS 0030 12 SUPERVISORY 5 lt Vacant gt Fig 3 22 Relocate Employees Relocate Employees x Current Position WXLCE9 023J 02 1 GS 0030 09 SPORTS SPECIALIST Current Standard NAFI Number EE HBSPGL p Conformance M Bailey Chae lt Inactive Employee gt Reassign Selected Employees p XLIHBSPGL Active XLIHBSPGL Indctive 2 Similar Positions FS WwXLCE9 013K 01 1 YC 0030 02 SUPY SPORTS 5 Medina Dorothy a WeLCE9 013K 01 2 GS 0030 12 SUPERVISORY 5 lt Vacant gt Fig 3 23 Relocate Employees x You are about to relocate ew Bailey Chae From WilCE9 023I 02 1 G5 0030 09 SPORTS SPECIALIST MLIHEBSPGL Ta WilLCES 013K 01 1 C 0030 02 SUPY SPORTS SPEC ML LHE SPSL Continue Ves Mo Cancel Fig 3 24 Relocate Employees Confirm All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 50 9 When the relocation iscomplete a confirmation will appear Relocated 1 employee s Click OK IMETS Manning Document X Ld a j Relocated 1 employee s Fig 3 25 Relocated Employees 10 Usersare retumed to the Relocate Employees window Relocate Employees x click close if the employee window is empty or relocate Cu
3. Manual Version 2 August 1 2012 All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil All data shown is fictional Manual best viewed in color Please send comments or corections to Rachel s kennedy naf mail mil Table of Contents NITEPOOCIUIC THOM PERRIERI E EA AS ES E E A E T EEEE AE EE N EEE OVE MNIE W o a a a e a ere CLONO Moree E EE gD OME SCIC aean a N R MSS C Onet Tea E ate TA Data VIEW cnn 1 5 Manning Document Confomance ssseesssssreeessssrrrrrnnnrrrrrrrnrrrreensssssrnnnnnnnrrrrrnnn LO TOOID AN ecra a AE Section 2 Manning Document Module Views and Record TYpeS ssssssssssssesnssecsssseenees 2 1 About the Manning Doc ument Module 0 annnnnnnnnennnnnrrrnnsssssrrrrnnnnrrrrrrrrrreeeeennne 2 2 Manning Document ICONG ccccccccssceeeeeeeeeeeeeeeeeeeeeeeseeeeesssaaaaeaeaeusssseeeeeeeeeeeeeenenees 2 3 POSGONS VIEW sosna icoonau aan aaa eo steaalieaemaamnen 24A POSIION FEC ONS ores a ne estes tet ietea muatineetee demastace anise deaiebie ae 25 ERVAIOV SOS VIEW ices ech iaeeleee dade ee etcetera bebe heehee ee 2 6 EMDPIOVee FRC ONS ris haces saad scitasisenetenstechec neces ataalceavaaeinsasecadtecntaneeseudedeusvadeusscamedaveats 2 7 DE PDS VIEW aiciicendott tise Ae TNs 28 MINMER ViCW uccise a irae a 2 9 DC PDS and MinMER RecordS nnennnnnnenesssssrrrnnnnnrrrrrrrnrrrrnrenssssnnnnnnnnrnr
4. 2 Again when we click delete IMETS will ask you if you are sure you want to delete the selected position click Yes 3 A window willappear stating that the positions contains one or more employees either active orinactive and you must relocate the employees before deleting the position If you would like to relocate the employees click Yes IMETS Console 1 1 Steele Drew Std NAFI Numbers Positions Employees Indivic Location Codes C IMETS Root IMA General Reports f Central Region H E Organization di Stonderd NAP Lp NF 0189 03 LEAD RECREATION ASSISTANT andar 7 2 SL Fort Lovalt Cp NF 0189 01 RECREATION AID Oe SA ro eset Q NF 0189 01 RECREATION AID a ge i ip NF 0189 01 RECREATION AID Flt oe KY Fort Service Oe H ry Standard Garrison Organization NF 1101 ol ola skal c9 27 Unit Identification Code ABUL E alee I Sa TT H ag Eastern Region E NA 7404 04 COOK NA 7404 04 COOK Fig 3 19 Delete Position Confirm action EE Are you sure you want to delete i r NF 1101 02 OPERATIONS ASSISTANT e O e You won t be able to undo this action Fig 3 20 Delete Position Message IMETS Manning Document x This position contains one or more employees either active or inactive S that must be relocated to another position before it is possible to delete Would you like ta relocate these employees now Contack an IMETS Administrator for assistance Yes Mo Cancel Fig 3 21 D
5. Position Type APF NAF or LN Program Code a 2 digit code representing a MWR program area that makesup part of the SNN S Standard Ganison Organization Branch branch of the context tree will display data by SGO Grouping Standard Ganison Organization Record contain detailed data which representan employee and their position within the Standard Ga mison Organization Standard Ganison Organization View lists Sta nda rd Gamison Organization records within the current context and ispnmanly managed at the ganison level Standard NAA Number SNN A 12 digit SNN is assigned to each Amy NAFI and used for administrative purposes DA assigns the first three digits The remaining digits are assigned by the installation to reflect the management and financial structure of the NAFI Standard NAA Branch branch of the context tree will All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil MinMER View lists MinMER records being imported into IMETS within the current context MWR Remark Code Standard NAH Number View Lists Standard NAFI Numbers SNNs within the current context and isprimanly managed at the gamson level Status Panel displays the current context Subline Used to sequentially number positions within the same paragraph and line on the manning document U Uniform Funding Management the merging of appropnated funds APF with nona
6. Value name Mew Numernc Value 1 Value data Fig 3 48 Number Value All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 60 3 The Name Field type will allow an IMETS name to be stored Edit Name x Type the first few letters of the last name and click Check Name Data Protection l Val e If more than one name is found a pick list will allow ss TET the userto select the comect individual SS Value data e Hint Enter the first letter of last name followed by the last 4 of social secunty number SSN Smith Ale Theck Hame Fig 3 49 Name Value 4 The Yes No Field type will allow Yes No or Edit yes no ts Undetermined vale to be stored Click the radial button next l to the value and click OK Data Protection Value name New Yes No Value 1 Value data tf es f Ho e Only one value may be selected Undetermined Fig 3 50 Yes No Value 3 12 Funded By Source on LN Records All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 61 All Local National LN position records in IMETS need to have a Funded By source specified either APF orNAF The Funded By field only exists in LN Position records Selecting the Funded By Source on LN Records 1 From the Position View
7. Fig 3 33 Position Status UFM Conversion 3 10 Overmdes All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 54 Ovemdestemporanly resolve manning document conflicts and are primarily used when personnel actions are in process with Human Resources Forexample MinMER may have an occupational seres wrong The correction has been submitted to NFS Texarkana TX but in the meantime a conflict is still appeaning in IMETS With appropnate permissions an ovemde can be created to resolve the conflict Ovemdes will expire in 30 days If the orginal problem has not been corected then the conflict will reappear Setting an Ovemde 1 From the DCPDS View orMimMER view fora MinMER ovemde double click the conflicted record IMETS Console v1 1 Steele Drew oj x File Action View Tools Help Debug ama amp aly Location Codes Std HAFI Numbers Standard Garrison Organization General Reports Positions Employees Individuals OCPOS MINMER Employee Std NAFI E Wwheeler Martin NF 0199 02 RECREATION ASSISTANT WxLCEY WLIHBSPGL Congrment Records Watson Dennis NF 0199 01 RECREATION AID WeSLCED amp LIHBSPGL Congment Records E Wallace Martin G5 0189 03 RECREATION AIC WeLCES XLIHBSPGL Congrment Records Stewart Natasha NF 0198 03 RECREATION SPECIALIST WwexLCES LIHBSPGL Congrment Records Er Owens Philip 65 0189 03 RECREATION
8. Select Existing Position should almost always be the option selected The only time Create New Position should be used is if the employee is being hired into a newly established position to the organization otherwise duplicate positions will be created on the Manning Document 4 When Select Position is used IMETS will prompt the user to select an existing position by drilling down the UIC tree 5 Navigate the UIC tree and select the position to convert to and click OK 6 Next IMETS prompt the user to select and MDEP Use the drop down menu to select the corect MDEP 7 Use the drop down menu to select the MWR Remark Code 8 When both the MDEP and MWR Remark Code have been select the Finish button becomes active at the bottom of the window Click Finish 9 Users will be retumed to the Positions View the UFM Conversion iscomplete 10 The APF position that wasconverted now showsa status of UMM converted with an employee count of 0 These positions are not lost ordeleted from the IMETS database 11 The new NAF position now appears filled by the employee from the converted APF authonzation UFM Conversion Wizard Associate with MAF APF Position to be converted JweLCE SJH O6 1 SLIJHLSGL G5 0050 11 SPORTS DIRECTOR MAF Position as UFM Delegate Select Existing MAF Position Create New MAF Position Atthis point an association between APF and MAF positions is established Setthis link with a click o
9. Congruent Records lt Empty Position Congruent Records Congrment Records Congment Records lt Enpty Position nil Records 1 555 of 555 Fage CIEE a m of 1 Fig 2 2 Positions View All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 2 4 Position Records 15 Contain detailed data which representa position on the Manning Document Position recordsin IMETS are managed by the gamison Position records in IMETS make up the MWR Manning Document and should be kept up to date atalltimes Any changesto a position record are automatically tracked in the positions history tab keeping an audit trail Employee recordsare associated with positions Here are a few thingsto remember about the position employee relationship e Positions will have MANY employees overtime e When a new employee comeson board itis usually into a pre existing position e Itisnot necessary to create new postions foreach new employee IMETS is designed to use the same positions to track history 1 General Tab Position Properties NF 0030 03 SPORTS SPECIALIST x General Details Additional Info UFM History Position Type NAF Pay Plan NF Grade Jog Position Tithe SPORTS SPECIALIST Uce Seres Jo030 Sports Specialist Series Position Status Appointment Catagory Hours Sch d per Week Active z RFT fao Employees Dis
10. 3 Cancel this wizard and place a check in the bos labeled Ignore this DCPDS Gab Recon Appt Catagory RFT Regular Part Time Job Number AM157 Program Code fd Standard NAFI LIHCARC1 4 4 Back Hests Finis Fig 3 12 Manning Document Wizard 6a When Select Existing NAF Position is selected a IMETS givesthe option to select from vacant postio ns with the same seres if any were found OR e Browse fora position by UIC to select the postion Once a position is selected but before the wizard is complete IMETS will display the list of conflicts that will occur against DCPDS if that position is used Ideally this window should display No Conflicts Unencumbered positions are displayed by default Encumbered positions of the same seres may be displays by unchecking the box next to Unencumbered Positions Only All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil Manning Document Wizard Establish reference with existing Manning Document Record Existing Seres 7404 Manning Document Positions 20 Ez Ve HC 03 2 MA 7404 04 COOK Active Op wna KMALO P NA 7404 04 COOK Activ j Active Ma B Oem LJAL W n bA Tdd O eeN A Selected Manning Document Position Position Status Emp Crit 0 i DCPOS Record Position Seq Mum 1174615 ICEOKMAl od FE da Fand nda Cone peeo re
11. 4 Additional Info Tab X The Additional Info Tab is used to create Custom Fields Custom Fieldscan be used to record and track unique information used by the local installation There are several different types of fields available Text Fields Numeric Fields Name Fields Date Fields Yes No Fields General Personal Info Employee Data Additional Info Adding Custom FRelds are covered in section 3 11 Add Remove Attribute Flags Display full middle name The Attribute Hags section contains the option to Display Full Middle Name If this flag ischecked the full middle name will display instead of the initial OF Cancel Apply Fig 2 28 Individual Record Additional Info All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 33 2 12 Standard Gamson Organization View Lists Standard Gamison Organization records within the current context and is pnmanily managed at the ganison level The Standard Gamison Organization SGO View displays positions and employees with functional group information In addition the Duty Title in this view may be changed to something OTHER than the official duty title Forexample if you have a Senior Financial Managerand you wish for it to display as Fund Manager instead Missing referencesand conflicts with DCPDS and MinMER are NOT displayed in this view Filters may be used in conjunction wit
12. Carl MF 1101 02 OPERATIONS ASSISTANT VWALCES LO O 3 ALILQGCG1 NAF Congruent Records Barber Latasha NA 3566 01 CUSTODIAL WORKER WXLCES HG 42 2 ALFHIGSLFa MAF Congruent Records 8 Barker Alexis MF O085 035 SECURITY GUARD SUPERVISORY VWALCES HG 35 1 ALFHGLFE2 NAF Congruent Records 9 Barnes Chae CC 1702 01 CHILD amp YOUTH PROGRAM ASSISTARVVALCES JG 0F 15 ALTOLLE Q MAF Congruent Records 10 Barnes Megan NA 404 06 COOK VWALCES EKMAL2 1 ALTKMBLIT NAF Congruent Records Barnett Leroy MF 0303 01 HOTEL DESK CLERK WALCES HG 22 2 ALFHIGGLFe2 NAF Congruent Records 12 Battle Eileen MA 3566 01 CUSTODIAL WORKER WALCES HG 435 9 ALFHGLFS2 NAF Congruent Records z M 4 gt H FtLoyalty_NAF_Employees_B Jal ar Ready MOM Fig 6 8 Exported Excel Document 9 The data can now be edited formatted emailed or printed as needed allowing users to share IMETS data with non IMETS users easily 6 3 Scope All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 95 The scope feature addseven more flexibility in how data can be viewed in IMETS The scope allows usersto manage data displayed in the context tree and asa result the display pane With the scope userscan look at Program groupings forexample All CATA programs different funds for example Amy Lodging oreven specific department codes for example all GLrecords installatio
13. DOB 12 27 1976 Last Update 1 Oot 2007 3 11 56 PM OF Cancel Apply Fig 2 26 Individual Record Personal Info All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 32 3 Employee Data Tab Individual Properties Oconnor Stacy q x The Employee Data Tab is broken into three sections General Personallnfo Employee Data Additional Info e All Manning Document References will display any position records active and inactive that the person is associated with Double clicking on a record will launch the position properties record All Manning Document References Active and Inactive Position RAF A08 02 FOOD SERVICE WORKER Inactive Employee NF 1601 03 ASSISTANT EXECUTIVE HOU Congruent Records e The DCPDSsection will display any DCPDS records being imported into IMETS for that individual If an employee is dual they should have more than one active DCPDS record appeaning here DCPOS Position Conformance NF 1601 03 ASSISTANT EXECUTIY Congruent Records e The MinMER section will display any MinMER records being imported into IMETS for that individual If an employee is dual they should have more than one active MinMER record appeaning here MINMER Std NAFI E NF 1601 03 MLFHGLFa Congrment Records OF Cancel Apoly Fig 2 27 Individual Record Employee Data
14. General Tab The General Tab displaysthe data contained in the DCPDS record imported into IMETS The data General Manning Document Reference Conflicts Additional Info Overrides displayed here cannot be edited in IMETS If changes need to be made to thisdata it must be made in the Position Seq Num 1037984 The conformance field at the bottom displays any i RN WALCE WECP USA GARRISON FT LOYALTY conformance issues that may exist with the record Line Number Position Type HAF Pay Plan CC Occupational Seres 1702 Education and Training Technician Series Grade Position itle CHILD amp YOUTH PROGRAM ASSISTANT ENTRY LEW Pay Rate 0 00 il Print Conformance Position conflicts with ODCPOS and MINMER OF Cancel Apply Fig 2 19 DCPDS MinMER Record General All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 28 2 Manning Document Reference Tab x General Manning Document Reference Conflicts Additional Into Overrides Referenced Manning Document Record UIC WeLCES WECP USA GARRISON FT LOYALTY Paragraph GIL Line Number 05 Sub Line i Position Type MAF Pay Plan CL Occupational Seres 1702 Education and Training Technician Seres Grade U3 Position Title CHILD amp YOUTH PROGRAM ASSISTANT ENTRY LEV Pay Rate 0 00 P onore this DEPRDS Record Print Remove Mannig Document Reference Manning Do
15. Onginal position and one active record pointing to theirnew postion A filtercan be used on the employee view set to active status exists to display ALL employee records both inactive and active FAQ 3 One of my MinMER Records is displaying the wrong program code how do fix this An IMETS Administrator can correct this when this occurs The MinMER import file does not contain the program code only the installation fund location and department codes IMETS uses logic to determine what the program code should be so that itcan be propery aligned in IMETS In instances where the same location code and department code combination exist within two different program codes IMETScan sometimes assign the wrong program code For example MinMER Record for oan Smith is imported into IMETS as Installation code XL Fund 1 Location code AA Department code GL IMETSchecks the database to find and Standard NAFls with the following XLL__ AAGL If there happen to be more that one program code that match the cntena forexample XLLHAAAGLand XLIJ CAAGL then IMETS may assign the wrong program code This should not occur often as generally location codesare only used one time within an organization and not across multiple program code If itdoesoccur email the IMETS Helpdesk fora correction All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 102 FAQ 4 I noticed that th
16. Rachel s kennedy naf mail mil 71 Contains detailed data related to a specific Standard NAH Number Standard NAFI Numberrecordsin IMETS are managed by the installation Standard NAFI recordsare created when new Location Codesare added to the system These records are mostly read only once created 1 General Tab General Details Additional Info Installation Code SD Fort Duty Fund Code f MWR Fund Program Code fic Auta Crafts Skill Development Location Code k1 VICTORY LANE 4UTO CRAFTS Department Code 34 Auto Shop Assigned to Activity Bldg 127 Fort Duty Main Post yictor Lane Auto Crafts W Active NAFI Browse Far Clear Activity OF Cancel Apply Fig 4 15 Standard NAFI General Tab 2 Details Tab NAFI Properties 501 JC x1 94 General Details Additional Info Fiscal Years in Service Agency Association Aimed Forces Recreation Centers AFARC C Army Community Service ACS C Army Lodging Fund ALF C Arny Recreation Machine Program ARAMF O Civilian Personnel Advisor Operations Center CPAC Community and Family Support Center CFSC C Defense Finance and Accounting Service DFAS C Defense Logistics Agency CLA Intallation Management Agency IMA C Stars and Stripes Stripes C Supplemental SUPL OF Cancel Apply Fig 4 16 Standard NAFI Details Tab 3 Additional Info Tab Installation Code The Installation C
17. 12 2 1 About the Manning Document Module In section 2 we review the Manning Document Module The Manning Document Module isthe module pnmanly used in IMETS This module contains the views recordsand tools needed to directly manage and maintain the MWR Manning document Each view displays records based on the curent context and if any filtersorscopesare being used The Views that make up the Manning Document Module are e Positions View e Employees View e DCPDSView e MinMER View e Individuals View Once the user begins to dnll through the organizations or Standard NAFI in the context tree IMETS will retum data in vanous views that allow the userto review sort update and filterthe data in different ways All data shown is fictional Manual best viewed in color Please send comments or corections to Rachel s kennedy naf mail mil 13 2 2 Manning Document icons Manning Document icons are used in IMETSto identify the position type and to identify a problem An undecorated icon indicatesa congruent record no disconnects or conflicts this isone of the goals in managing the manning document The ratio of congruent icons non eror to eror icons relates directly to the conformance percentage within a gamison The goal ofa gamison should be to have all congruent icons which would reflect a conformance rating of 100 stelle Icons Eror Icons Fig 2 1 IMETS Icons Dia gram should be viewed in color 1 Icons identfy position
18. AID Ces MF 0183 01 RECREATION AID Lee MF O189 01 RECREATION AID Ue NF O1 84 01 RECREATION AID LIFEGUARD Cee NF 0189 02 RECREATION ASSISTANT Le NF O189 02 RECREATION ASSISTANT Ces NF 0189 02 RECREATION ASSISTANT Lee HF 0189 03 RECREATION SPECIALIST Lee NF 0198 03 RECREATION SPECIALIST Cee NF 0344 03 ADMINISTRATIVE ASSISTANT Ce NF 0303 03 ADMINISTRATIVE ASSISTANT Em NF 0303 02 OPERATIONS CLERK Cee NF O 59 02 LEAD RECREATION ASSISTANT Cee NF O1 09 02 LEAD RECREATION ASSISTANT WsSLCE S HB O2 3 WesSLCE S HB U2 4 WsLCE 9 HB 03 1 WSLCE S HB 03 2 WesSLCE S HB 03 3 WsLCE S HB 03 4 WesSLCE 9 HB 4 1 WesSLCE 9 HB 05 1 WosLCE 9 HB 05 2 WesSLCE S HB 05 3 WesSLCES HB O 1 WsLCES HB O 2 Ww LCES HE 08 1 Ww LCES HE 08 2 Ww LCES HE 09 1 Ww LCES HE 10 1 Ww LCES HE 10 2 esL1JFHPS1 esLIHBSPGL eLIHBSPGL ASLIJBACGI esLIHBSPGL eLIHBSPGL aLIJFHPS1 eLIHBSPGL eLIHBSPGL eLIHBSPGL esLIHBSPGL eLIHBSPGL esLIHBSPGL ALIASCARGL eLIHBSPGL esLIHBSPGL ALIHBSPGL 1 Active Active Actrve Active Active Actrve Active Active Active Active Active Active Active Active Active Active Active ne NAF NAF HAF NAF HAF HAF NAF HAF HAF NAF HAF NAF NAF HAF NAF Congruent Records Congment Records Congrment Records Position conflicts with MINMER Congment Records Congrment Records Congment Records lt Empty Position lt Empty Position gt lt Empty Position lt Empty Position
19. Active Active Active Active Active Active Active Active l lt MM ADD PA L D A SHS Se Aa PP E Actyve Actye i i i i i i i i i j i i Achyve 4 10 Location Code Record All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 75 Contains detailed data related to a specific location code The Location Code is part of the Standard NAFI that is managed by installations Where the other parts of the Sandard NAFI such asthe Installation Code Fund Code Program Code and Department Code are all standardized codes Location Codesare created atthe installation leveland may change over time Each location code generally represents a single activity or organizational element Location codes belong to one program code and may have multiple department codes 1 General Tab Location Code Properties NX HOOT OWL CLUB General Additional Info Installation Code SD Fort Duty Fund Code f MWR Fund Program Code KG Community Consolidated Clubs Location Code and Title Nx HOOT OWL CLUB Department Codes Add tue 01 Regular Bar we 17 Dining Room wne 13 Private Parties Food Sales wne 16 Mobile Snack Bars GARET Bingo IV Active Fig 4 12 Location Code General Tab 2 Additional Info Tab Location Code Properties NX HOOT OWL CLUB General A
20. Activity and they have been automatically added Use the Remove button to clear any unwanted Departments location code are automatically added to the activity Fig 5 9 New Activity Location Title Message 5 The userisretumed to the Activity Properties window Itis possible to edit the Activity name or remove departments if necessa ry Click OK General Additional Into Contact Info Activity Hame OLIVE FFC 4T Facility Activity Properties OLIVE PFC 4T xX Bldg 108 Fort Duty Main Post Associated Location Code SD1HBAT OLIVE PFC Departments hdd ive OE Gyms and Sauna ae Administration Remove t GF Expanded Operations ah GL Demo Resources USA for Mh W Active Fig 5 10 New Activity Activity Properties 5 4 Adding a Military Community All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 86 Military Communities represent different geographical location s within a single installation They may be added to IMETS from the Mil Communities View Military Communities are only visible from the Org Branch of the context tree Steps to Adding a New Military Community 1 Inthe Org Branch of the context tree Drill down to the installation the Mil Community should be created n then click on the Mil Communities View 2 cick SE from the toolbar 3 A blank Mil Communities Properties
21. All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 11 The notes are now stored on the Additional Info Tab e They willbe visible to any user with accessto the record Other Custom eld Types 1 The Date Feld type will allow a date to be stored IMETS providesa calendar to select the date Simply click on the day from the calendar or use the nght and left arowsto move to a different month Click OKto store the date 2 The Numeric Feld type will allow a number to be stored Enter the numberin the value data field and click OK mn a p 7 i f s l f E l FAA rw gm A l FR I g amp q In VY if if if ANN i q LISI l Ic N IN iC w ee ee ee A SS ee SS A ILA d u YY L 0 J 59 Employee Properties Anderson Karen l xX General Additional Info DEPOS MINMER Position JEval Due Date ab Supervisor John Smith Attribute Flags Pending Personnel Action CO le Deployed L Command Sponsored O ls OverHire O Office Review canes a Fig 3 46 Employee Properties Additional Info Edit Date x Data Protection Value name Date Feild Value data al September Z007 gt 26 27 28 2 30 A l 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 G19 20 21 22 23 24 25 26 27 28 29 901 2 345 6 Today 9 18 2007 Fig 3 47 Date Value Data Protection
22. Avenue Military Community Fort Duty Main Fost Activities MULTI CRAFT 45 Iw Active Cancel Apply Fig 5 6 New Facility Facility Properties All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 84 9 At the main display window the new facility now appears in the Facilities View IMETS Console v1 1 Steele Drew l O x File Action View Tools Help Debug General Reports Positions Employees Individuals DLPDS MINMER Location Codes Std NAFI Numbers Activities Facilities Main Street Fort Duty Main Post i Bldg 127 Fark Lane Fort Duty Main Post E Bldg 23 Long Street Fort Duty Main Post i Bldg 242 Fark Lane Fort Duty Main Post i Bldg 531 Viceroy Street Fort Duty Main Post cat oa Sea eee rnd scene ee eee Page M4 1 of1 Records 1 5 of 5 Eastern Region Fort Duty Fort Du 2 Fig 5 7 New Facility Facility View 5 3 Adding an Activity All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 85 Activities represent an organizational department or Activity within a Facility They may be added to IMETS dunng the creating ofa facility ascovered in the previous section or directly fom the Activities View ascovered in this section Activi
23. Conformance alley Martha NF O189 01 RECREATION AID WLCES HB 03 4 XLIHESPGL NAF Congruent Records E Baker Daniela CC 1702 02 CHILD amp YOUTH PROGRAM ASSISTA WEL CE SIG 05 5 LIJM PGL NAF Congruent Records E Baker Laura NA 405 05 BARTENDER WeLCES EMAL 20 2 SLIEMALOT NAF Congrment Records Baldwin Christian NF 1035 03 PUBLICITY ASSISTANT WsLCeE S RU O4 7 SLIAUMEGL NAF Congruent Records E Banks Carl MF 1101 02 OPERATIONS ASSISTANT WwsLCE 9 LO OF 3 SLILQGCG1 NAF Congruent Records E Barber Latasha NA 3566 01 CUSTODIAL WORKER WsSLCES HG 42 2 SLFHGLF62 NAF Congrment Records E Barker Alexis MF 0085 03 SECURITY GUARD SUPERVISORY WSLCES HG 36 1 SLFHGLFS2 NAF Congruent Records E Barnes Chae CC 1702 01 CHILD amp YOUTH PROGRAM ASSISTA WALCESJG 07 115 amp LIGLLE7G NAF Congment Records Ez Eames Megan WA 7404 06 COOK WeLCES KMAL 2 1 SLIEMBL11 NAF Congment Records E Barmett Leroy MF 0303 01 HOTEL DESK CLERK WSLCES HG 22 2 SLFHGLFE2 NAF Congrment Records E Battle Eileen MA 3566 01 CUSTODIAL WORKER WALCE S HG 43 9 SLFHGLFS2 NAF Congrment Records 4 Page W 4 1 gt ml off Records 1 11 of 11 Filtered Central Region 4L Fort Loyalty Fig 6 4 Filter Results 8 Clickthe Apply Remove Filter button to remove the filter 9 The same filter settings may be toggled on and off using the Apply Remove Filter button as the filter settings will remain throughout an IMETS s
24. Congruent Records Bailey Martha MF O189 01 SLIHBSPGL Congruent Records Bailey Stacey CC 1702 01 LIGQLLEYO Employee has no reference to Manning Document E Baker Daniela CC 1702 02 LIJMYPGL Congruent Records Baker Laura Ma rd05 05 SLIRMALOT Congruent Records Baldwin Christian NF 1035 03 LIRUMEGL Congrment Records E i r 1 ee ee Et Ue ee ee Page ka 1 gt of 1 Records 1 432 of 432 Fig 2 18 MinMER View All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 27 2 9 DC PDS and MinMER Records Contain detailed data as exists in the extemal DC PDS or NAF Payroll system DC PDS and MinMER records in IMETS are imported directly from DCPDS and NAF Financial Services DC PDS and MinMER Data cannot be changed in IMETS If changes need to be made to DCPDS or MinMER data the proper personnel actions must be completed to make those changes DC PDS records are updated weekly and MinMER data is updated every two weeks The date of the last import can be checked on the Welcome Screen under the Fille Import Section Here are a few thingsto remember about the DCPDSand MinMER Records e fan employee isdual they willhave more than one DCPDSand MinMER record e When a new employee ishired a disconnected MinMER and or DCPDS record willappearin the DCPDSand MinMER views e DCPDSand MinMER recordscannot be deleted orchanged 1
25. Fields Na me Fields Date Fields Yes No Fields Adding Custom FRelds are covered in section 3 11 Atribute Hags Attribute Flagscan be used to mark position records to be used in association with a filter There are several different Attnbute Flagsavailable and any combination may be used atone time The Add Remove use of Attribute flags is optional e Pending Position Action Attribute Flags Follow Up Pending Position Action Office Review O Follow Up e Work Flag 1 Office Review i Work rag 2 CI Work Flag 1 IMETS Admin Revie w C work Flag 2 j EE C IMETS Admin Review e SGO Data ogsaa e Incomplete Data If this flag is checked it will alert the IM ETS Administrator that assistance isneeded with the record Add remarks in the Details Tab to let the Administrator know what the problem is Fig 2 5 Position Record Additional Info Tab 4 History Tab Position Properties NF O0030 03 SPORTS SPECIALIST X Every Position Record has a History Tab The History General Details Additionallnfo UFM History Tab containsa record of all edits made to the position including the date the edit was made and User Dats Evert who made the edit L Manquez 1 16 2007 11 07 25 4M MDEP changed from UNENOWN to GDF JOlson 3 15 2006 9 21 29 4M Job Number changed from NF123 to AAi e The History tab is automatically updated J Olson 27172006 2 57 08 PM Paragraph changed from JG to JH every time a change
26. Fig 3 6 Launc hing the Conflict Resolution Tool Conflict Resolution Tool Check 1 or more conflicts 2 Ascreen will launch listing the possible errors to resolve with a check boxnext to each Flan Conflict DCPOS my Plan Conflict MIN MER 3 Check which conflicts to resolve and click Next mic Series Conflict DCPDS Meco Series Conflict MIN MER B ade Conflict DCPDS trade Conflict MIHMER O NAFI Conflict EEPOS O NAFI Conflict MINMER O UIC Conflict OCPD C Paragraph Conflict OCPD S C Line Number Conflict DCPOS mob Number Conflict DCPOS D ppt Cat Conflict DCPDS e Specific conflicts may be chosen for resolution orall conflicts may be chosen by clicking Check All e Itisimportant to keep in mind that when using the CRT IMETS assumes that DC PDS and or MinMER are cormectand curent Also keep in mind that the CRTis imeversible There is no undo Check All UntCheck All Selected 4 of 14 conflicts Fig 3 7 CRTCheck 1 or more conflicts Conflict Resolution Tool Employees with conflicts to resalte 4 IMETSdisplays the list of employees that have one or more of the selected conflicts Employee MIE Rogers wayne GS 1702 05 LEAD EDUCATIONAL T 5 Checkoff which employees to resolve and click Resolve MIE Stephens Darrell EEA ORUS CALCD tor DUT ae AEE Stevenson Sonia NF 0303 04 ADMINISTRATIVE ASSI e Specific employees may be chosen for resol
27. J ob Title e UlC Para Line column Showsthe postions UIC Paragraph amp Line number e Pos Type Displays if the position is NAF APF or LN e Conformance Displays conflicts if any against DC PDS or MinMER By default the Employees View displays Active employees only A filter can be used to display inactive employee records ea General Reports Positiogs Employees lt dividuals DCPDS MINMEF Location Codes Std HAFI Numbers Standard Garrison Organization Employee Po Paine SL Std NAF E Adams Christine E Aguilar Tracey Alexander Janice Alexander Sonia Allen Jorge Anderson Karen Andrews Grace 6 Arnold Alexander Amold Jessie 6 Austin Tanya Bailey Martha E Baker Daniela Baker Laura Baldwin Christian E Banks Carl Barnes Angel Barmes Chae NA 7420 03 WAITER NA 7408 01 FOOD SERVICE WORKER CC 1 702 02 LEAD CHILD YOUTH PROGRAM ASSISTAN G5 1 702 05 LEAD EDUCATIONAL TECHNICIAN HA 7404 04 COOK HF 0189 01 RECREATION AID MHF 0701 04 VETERINARY MEDICAL OFFICER HA 404 06 COOK HF 0301 04 C r S FUNCTIONAL TECHNOLOGY SPECIALIST F 1101 03 ASSISTANT BUSINESS MANAGER NF 0189 01 RECREATION AID CC 1 702 02 CHILD amp YOUTH PROGRAM ASSISTANT TAF NA 7405 05 BARTENDER NF 1035 03 PUBLICITY ASSISTANT NF 1701 02 OPERATIONS ASSISTANT G5 0188 0 RECREATION SPECIALIST CC 1702 01 CHILD amp YOUTH PROGRAM ASSISTANT ENT Page al
28. MinMER A and E Cycle 72 69 87 27 78 81 88 03 92 56 92 75 88 36 88 80 98 17 98 94 94 96 97 96 Import Date Time GMT 05 00 Aug 22 2007 3 50PM Aug 23 2007 11 49AM Aug 16 2007 9 08AM IMETS Root IMA ALF Fig 1 3 Standard IMETS Interface All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 6 1 3 Context Tree Region s and gamson s are displayed in the left panel Only the regionsand gamisonsthat a userhas accessto willbe displayed This iscalled the contexttree The user can drill into the tree by clicking the at each level IMETS Root IMA ALF Else Central Region fy Organization Ey Standard HAFI i BKT L Fort Loyalty O EAA 1 MWA Fund i F Lodging Fund ESE A Fort Respect Eia ea Fort Service e Standard Garizon Organization fell Unit Identification Code El 9e Eastern Region Fig 1 4 Context Tree The context tree begins at the IMETS Root level Data is organized in the context tree by Ga mson Standard NAFI Standard Gamison Organization and Unit Identification Code A users access level may begin at any level of the tree depending on what level of access is required forthe particular user Clicking on an icon in the context tree sets the current context to that point The context will determine the data that appearsin the display pane The current context will be displayed
29. Nov OF lear Override Fig 3 38 Select Overmde Data Value All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 56 8 Retumed to the DCPDS Properties Override Tab the Lis lt lt x ovemde now showsasenables with an expiration date l General Manning Document Reference Conflicts Additional Info Overndes 9 Click OKto close the record Standard HAFI Override enabled Expires 10 Novy OF Pay Plan Occupational Seres Override enabled Expires 10 Now OZ 000 Fig 3 39 Ovenide Enabled 10 Atthe DCPDS View the record now showsascongruent and the seres displays as 0188 IMETS Console 1 1 Steele Drew 3 Oj x File Action View Tools Help Debug Ar General Reporte Positions Employees Individuals DLPOS MINMER Std HAFI Numbers Standard Garrison Organization Employee Postion UlC ParaLine S L Std NAFI Pos Type Conformance l Sa Clarke Daniel NF 0188 01 RECREATION AD WeLCES HB 02 2 L1HESPG1 Congruent Records E Green Casey NF 0198 03 RECREATION S WELCESJ0 03 1 LIHBSPGL NAF Congrment Records Garrett Aho MF 0189 03 RECREATION A WeLCES 0 02 1 LIHBSPGL NAF Congruent Records E Houston Tr NF 0301 03 SPECIAL EVEN weLCESJ0 01 1 LIHBSPGL NAF Congruent Records G Wheeler MM MF 0199 02 RECREATION 4 WeLCESJE 04 1 LIHBSPGL NAF Congr
30. Started There are many stepsto managing the MWR Manning Document in IMETS The below diagram provides a strategic plan for maintaining IMETSdata Start with reviewing the conformance rate and then use built in reports to review problem areas Lastly use System tools and methods covered in this section to resolve conflictsand disconnects This section will review the tasks you can perfomm while using the Manning Document Module e Editing a Position Standard NAFI e UFM Conversion wizard e Resolving Conflicts e Ovemdes e Conflict Resolution Tool e Custom Fields e Manning Document Wizard e Funded By e Adding Positions e LDP Designation e Deleting Positions e VICE LWOP FURL 1 Review Conformance rate Ask Yourseff Are you red yellow or green EW Run Employee Source Document Connectivity Report This report will list all records that are not FULLY connected Has your rate changed since the last time you logged in Ask yourself Are any of these disconnected records new employees Manning Document Conformance Are any of these disconnected records employees that SC Fort Courage have recently left their positions SD Fort Duty SH Fort Honor AL Fort Loyalty XR Fort Respect XV Fort Service 3 Work your DISCONNECTS At the DOCPDS and MiniiER views examine each disconnect Use the Manning Document Wizard to add employee to the Manning Document R
31. UIC WeLCEY WBCF USA G Faragraph Line Number Position Type HAF M Unencumbered Positions Only e Browse for Position Pay Plan ji HA Occupational Senes 7404 Cooking Grade O4 fwLCESKMAL 24 5 MA 404 04 COOK Position itle Cook Fap Rate HHHE Conflicts between Manning Document and selected DCPDS record 2 Urs Per week on DCFDS Appt Catagory RPT Regular Part Time Standard HAFI LIHCRC14 eSLIKMBL11 Job Number AMT5 Appt Catagory RFT FL Program Code Standard NAFI LIHCARC14 gt Help Cancel lt Back __Newt gt Eintsh Fig 3 13 MDW Select Existing Position i When a position is selected A click Next li IMETS will display the position properties click OKto close the record 6b When Crate New NAF Posttion is selected i A new Position Properties window will appear li IMETS will populate the New Position Record with the information in the DCPDS or MinMER Record li The employee record will be automatically created and associated with the new position Before committing the new position click the Details tab and input Para Line amp Standard NAR This information is generally not included in the DCPDS record and so must be input manually iv Click OK the position hasbeen added to the Manning document e fany data is missing an IMETS wa ming message will appear stating which information is missing It is necessary to add the missing information orthe positio
32. Use the drop down menu to select the Prefix either UICPareLine WRLCESUG D5 Sublne 5 NAF VICE LWOP or FURL s Position CC 1702 02 CHILD amp YOUTH PROGRAM ASSISTANT TARGET L Individual VICE Eaker Daniela W Active Employee Prefix VICE Remark 3 Click OKto close the record AIC Ei Gate a ode eres LAVOP Leave without pay FURL Furlough Conformance Congruent Records cares tev Fig 3 53 Prefix 4 The employee name will now display with the prefix in front of it whether it isbeing viewed form the employees view orfom the position itself UIC Para Line S L Std NAFI Pos Type Conformance E fBaker Daniela CC 1 702 02 CHILD amp VQUTH PROGRAM ASSISTANT TARGET LEVEL 4 weslLCESJG 05 5 9 sLIJMYPGL Congruent Recorc Benson Ronnie NF 1 701 03 CHILD amp YOUTH SERVICES ASSISTANT DIRECTOR WeLCESIM 09 9 asliMyPGL Congruent Recorc VICE Ellis Damaris CC 1702 02 CHILD amp YOUTH PROGRAM ASSISTANT TARGET LEVEL 4 WXLCESJM 02 1 9 LIJMY PGL Employee has not E Jennings Derrick Cl 1 702 02 CHILD amp YOUTH PROGRAM ASSISTANT TARGET LEVEL 4 weslLCESJM 05 1 9 sLIJMYPGL Congruent Recorc E Johns Ricardo NA S566 02 CUSTODIAL WORKER WALCESJM 08 1 sL1JMYFPGL Congruent Recorc Fig 3 54 LDP Designation Note When a prefix is used the employee record remains active until the record is manually inactivated Forexample if the prefix VICE is u
33. and then Job Number jm 053 underine it Pay and Benefits Pay Rate Budgeted Annual Payrate Budgeted Annual Benefits Remarks OF Cancel Apply Fig 3 2 Check NAFI Browse for IMETS Context 2 Browse for the Standard NAH Browse to the corect Department Code e From Position Properties click Browse for NAF T AL Fort Loyalty e IMETS will launch a browse window gt Sarl 1 MMA Fund o AA HA Libraries Eie HE Gym Pry Fitr gua Trig 4th Equip Chk gt fe SP SPORTS tit Al Swimming res G1 Administration BEAN HC Recreation Centers And Or Rooms Hie HO Unit Activities BRA JB Arts and Crafts Skill Development lf JE Auto Crafts Skill Development rea ID Fntertainment Music and Theater e _Dnill though the tree e When the department code is selected click OK Ps C ok Cancel E Fig 3 3 Browse for Standard NAFI All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 40 3 3 Resolving Conflicts Position icons Rey oremployee icons E with a yellow exclamation point indicate that the position hasa conflict between the data on the manning document and one or more referencesto DCPDS and or NAF payroll system MinMER Steps to Resolve a Conflict 1 From the Position View double click the position to resolve 2 Next click on the empl
34. available Text Fields Numeric Fields Name Fields Date Fields Yes No Fields Adding Custom FRelds are covered in section 3 11 Please send comments or corrections to Rachel s kennedy naf mail mil 69 Lists Facilities within the current context and is pimanly managed at the gamison level The Facilities view is visible from the Organization Branch of the Context tree Users can create Facilities to represent the structures within a milita ry Community where Activities reside Data may be sorted by any of the columns within the Facilities View simply by clicking on the column header field e Facility Name The title of the Facility most often a building number howevera pool orgolf course could also be a facility e Street Address Displays the street address of the Facility e Mil Community Displays the installation and military community the Facility belongsto Activities l Mil Communities Street Address Mil Communit Qe Bldg 1103 Main Street Fort Duty Main Post Fort Duty i Bldg 127 Park Lane Fort Duty Main Post Fort Duty if Bldg 23 Long Street Fort Duty Main Post Fort Duty ft Bldg 242 Park Lane Fort Duty Main Post Fort Duty i Bldg 937 0 Vicroy Street Fort Duty Main Post Fort Duty Page W 1 m off Records 1 5 of 5 Fig 4 4 Facilities View 4 6 Facility Record All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kenn
35. check mark should Congruent Records be removed to Inactivate the employee record Prefix A prefixcan be selected to display in front of an employees name such as VICE LWOP or FURL Fig 2 13 Employee Record General Tab Remarks This section is available to type notesabout the employee Remarks are visible to any user with accessto the record Conformance This read only field will display the conformance of the employee All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 23 2 Additional Info Tab Custom Fields Custom Fields can be used to record and track unique information used by the local General Additional Info DCPDS MINMER Position installation There are several different types of fields available Text Fields Numeric Fields Name Fields Date Fields Yes No Fields ab E yal Due Date Adding Custom Fields are covered in section 3 11 Atribute Hags Attribute Flagscan be used to mark position records to be used in association with a filter There are several different Attribute Flags availa ble Add Remove and any combination may be used atone time The use of Attribute flags is optional Attribute Flags Wi Pending Personnel Action Pending Position Action Cls Deployed e IsDeployed C Command Sponsored e Command Sponsored ls OverHire Is OverHire C Office Review hal Office Review e WorkF
36. conformance rating of the ganmisons they have been assigned pemissions to The formula for conformance ratingsis conformance rate total number of conflicts and missing references total numberof employee DCPDS and MinMER records This formula isbased ona percentage allowing equal evaluation of large medium and small gamisons Manning Document Conformance Ratings should be monitored frequently and are used to report the overall region statusto IMCOM and serve asan indicator of how wella region or particular ga mson is maintaining theirdata and resolving data conflicts FAWRC has visibility of all conformance ratings for all gamisons All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 1 6 Toolbar The toolbar offers shortc uts to frequently used operations Different buttons will display in the toolbar depending on which view isactive IMETS Console v1 1 Steele Drew File Action view Tools Help _ Debug m x k All Funds All Programs All Departments Employees Individuals DCPDS MINMER Lo CI IMETS Root IMA ALF Elgg Central Region n YC 0030 02 SUPY SPORTS SPEC fy Organization Ler YB 1702 02 SUP EDUCATION AND TRAINING TECH Sy Standard NAF G GS 0303 06 ADMINISTRATIVE SUPPORT ASSISTANT A Ste es Rg VA 1701 02 SUPY CHILD DEVELOPMENT SERVICES DIF aes ja ici Ge NF 1701 04 SUPY CHILD DEVELOPMENT SERVICES DIF SN G GS 170
37. e Some commonly used conditions are begins with Employee Status ary contains IS exactly Field Condition Value Active Status any X 5 Once a condition fora field is selected the Value field l R i Field Condition Value becomesactive a er el e Depending on the field being filtered the Value field an an may be open for free edit orit may be a drop down 4 menu Field Condition Value Line fany Fig 6 2 Filter Window 6 When allfiltercrtena are set click the Apply Alter button Criteria orclose and click the Apply Filter icon form the tool bar Filter items that match these criteria Field Condition Employee begins with Field Condition Field Condition J Position Status any z Field Condition Employee Status fany bd Field Condition Active Status fany zZ Field Condition juic any Field Condition Paragaph ifios 7 Field Condition line fe Fig 6 3 Filter Selection 7 Data matching the cnitena in the filter is displayed in the main window All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 92 iol xi File Action View Tools Help Debug amla aly General Reports Positions Employees Individuals DCPDS MINMER Location Codes Std HAFI Numbers Standard Garrison Organization UiC PareLine S L Std NAFI Pes Ine
38. facility should be created ae General Additional Info then click on the Facilities View Type Name Number Bldg k fi 08 2 C ck GE from the toolbar Street Address Main Avenue 3 A blank Facilities Properties window will appear Fill in all applicable fields on the General Tab and the Details Tab Clic k Apply Miltary Community Annex r Activities The Add Activities button becomes active after Te clicking Apply 4 Click Add in the Activities window to create a new Activity a Browse for IMETS Context Window appears I Active Cance aw Fig 5 2 New Facility Facility Properties 5 Select the location code of the activity that is housed in Browse for IMETS Context the facility being creating Click OK Drill to the Location Code ta be associated with this Activity T Pe Fort Duty a ie 1 MWA Fund Elf HA Libraries E EE i HE Gym Phy Fit agqua Trag 4 amp th Equip Chk H a HE Recreation Centers And Or Rooms Elf HF Parks and Picnic Areas pel HH Sports Athletics Self Directed Sat JB Arts and Crafts Skill Development le ET CRAFT cole dz MO DESCRIPTION cee JC Auto Crafts Skill Development coe JE Outdoor Recreation Program General Ff JF Recreational Swimming Pools ceo FR ee te A meee oa ee Fig 5 3 New Facility Browse for IMETS Context All data shown is fictional Manual best viewed in color Please send c
39. in the status panel below the context tree IMETS Root The IMETS Root isthe start of the context tree Organization Branch The Organization Branch of the context tree will disolay physical location and activity data by gamison Thisbranch isan optional branch available by request through the IMETS Helpdesk Standard NAH Branch The Standard NAFI Branch of the context tree will disolay data by Standard NAFI When the branch isexpanded the next level disolayed would be program codes Each program code can then be expanded to display the location codes within The location codes may then also be expanded to display the available department codes e Using the Standard NAFI part of the tree below the installation code level such as fund level or program level will ONLY retum records which have been assigned a Standard NAFI All records should be assigned to a Standard NAFI including APF and LN records Standard Ganmison Organization Branch The Standard Gamison Organization SGO branch of the context tree will disolay data by SGO Grouping Example of SGO groupings are NAF Support Management and Child and Youth The SGO branch allows data from multiple program codes within the same organizational element to be displayed together This branch isan optional branch available by request through the IMETS Helpdesk Unit Identification Code Branch The Unit Identification Code Branch of the context tree will display data by UIC Wh
40. location code asthey relate to physical communities or structures fe Hoot Ow Club fer Hoot Owl Club LC NX 453 Fort Duty Main Post Military Cornmun een Regular bar SDI KGNX01 fp Bingo SDIKGNXET Fy Dini HE Dining Recom SCIEGHal a Child Care Center Activity ag Child Care Center LC TT fg Admin SD1 IGT 1 fy Hourly Care SD1IGTTF4 fee Victory Lane Auto Craft Activity ine Auto Crafts LC 1 fun Auto Shap SDC 94 ey Security SD1ICK1GF fae Car Wash LO X2 ey Car Wash SD1ICKX2GL fe Admin LC 3 ey Admin SD1ICXSGT ey Misc SD1 CXF I Fig 5 1 Fort Duty Diagram In this section we will cover different types of tasks required to set up and manage the Organization Branch in IMETSaswellasto manage Standard NAFI numbers e Adding a Facility e Adding a Location Code and Departments e Adding an Activity e Editing Location Codes e Adding a Military Community e Inactivating Standard NAFIS 5 2 Adding a Facility Facilities represent physical structures or buildings which house activities Ney may be added to IMETS asneeded Facilities are only visible from the Org Branch of the context tree All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 82 Steps to Adding a New Facility 1 Inthe Org Branch of the context tree Drill down to the Facility Propa x military Community where the
41. or corrections to Rachel s kennedy naf mail mil 4 Position Tab Pics The Positions Tab displays the Manning Document position data that the employee belongs to General Additional Info DCPDS MINMER Position Manning Document Position UIC WLCES Ww ECP USA GARRISON FT LOYALTY Paragraph RG Line Number U2 Sub Line i Position Type NAF Pay Plan NF Occupational Seres 0303 Miscellaneous Clerk and Assistant Series Grade U3 Position Tithe ADMINISTRATIVE ASSISTANT Pay Rate 0 00 Appt Catagory RFT Regular Full Time Regular workweek is 40 hours Job Humber ALGS5 standard NAFI ASLIRGODGL OF Cancel Apply Fig 2 16 Employee Record DCPDS MinMER Tab All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 25 2 7 DC PDS View Lists DC PDS records being imported into IMETS within the cunent context The DCPDS view containsa listing of people employees no vacancies imported directly from Defense Civilian Personnel Data System DCPDS Missing referencesand conflicts with DCPDSand MinMER are easily identified in IMETS using eitherthe iconsorthe conformance column e The Welcome Screen displaysthe date of the last import Filters may be used in conjunction with the DCPDS view to display data by any of the following cntena duty title employee name UIC position type pay plan seres grade position title and
42. shown is fictional Manual best viewed in color Please send comments orcorections to Rachel s kennedy naf mail mil 1 1 Logging In To accessIMETS usersneed both an MWR Portal Account and an IMETSAccount An MWR Portal Account may be obtained by first visiting httos www mwrportal army mil and submitting the New User Request Form An IMETS account may then be obtained through the regional IMETS POC as outlines in the IMETS Standard Operating Procedures Steps to Logging in 1 Go to the fo llowing website F F5 Application Access Windows Internet Explorer htips www mwriportal army mil 2 When prompted select EMAILcertificate Click here for SMIRF FMBS iMETS etc Citrix Applications 1024 768 A Refresh 3 Clickon the Applications Link 4 Click on the link under Terminal Services that says Click Logon to Citrix Portal here for SMIRF MBS IMETS etc Citrix Applications Username ldrewsteele e Usemame will be automatically populated with AKO Password seccccccece useemame Domain FMWRC Ensure that FMWRC is entered in the Domain field Logon e Enter MWR Portal Password click logon and select the IMETS Folder Done fT f Internet HL100 4 Fig 1 1 Logon to Citrix Portal 5 There are two IMETSicons e The production database is where actual data is Wi IMETS maintained monitored and reports are run s Training e The training database is where any testing or practice IME
43. tool that will associate a DCPDS record or MinMER record with either an existing position on the Manning Document OR if the position doesn t already exist the MDW will allow a new position to be created MDEP Management Decision Execution Packages represent categones of APF support that support soldiers MWR QDPC child development QCCS and youth development QYDP Military Community View Lists Military Communities within the current context and isprmanly managed atthe gamison level Military Community Record C ontains detailed data representing a geographical military community MinMER Mini Master Employee Record File maintained by NAF Financial Services MinMER Record contain detailed data as exists in the extemal NAF Payroll system NAF Non Appropnated Fund O Occupational Series A numencal code used to identify positions A seriescorrespondsto a recognized occupation in the Federal service and includesall positions at the varous grade levelsin that particular kind of work Organization Branch branch of the context tree will display physical location and activity data by ga mson p Paragraph used in combination with the line and subline to uniquely identify a position on the manning document Pay Plan Positions View lists positions within the current context and is primarily managed atthe ganison level Position Record contain detailed data which representa position on the Manning Document
44. type Blue icons are used for APF records Yellow iconsare used forthe NAF records Orange iconsare used for the Local National LN records Allindividual iconsare green regardless of position type 2 Icons alerta disconnect A red outine indicates an employee disconnect the employee oran employee in the position is missing from one or more document types Possible disconnect errors Employee hasno reference to DCPDS Employee hasno reference to MinMER Employee hasno reference to DCPDS or MinMER Individual found on DCPDS and MinMER but not found on Manning Document Individual found on DCPDS but not found on Manning Document Individual found on MinMER but not found on Manning Document 3 Icons alerta conflict A yellow exclamation point indicates a position conflict something in the position doesnot match one or more of the document types for example the manning document shows the position as Regular Full Time RFT but DC PDS shows the position as flex Possible conflict errors Position conflicts with DCPDS Position conflicts with MinMER Position conflicts with DCPDS and MinMER An icon COULD have a red outline a yellow exclamation point both or neither All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 2 3 Positions View Lists positions within the current context and is pnhmanly managed atthe gamison level P
45. view to display data by any of the following cntena duty title employee name standard NAFI pay plan senes grade conformance and orovemde count Data may be sorted by any of the columns within the view by clicking on the column header field e Employee column Employee name islisted Lastname First Name MI e Position column Position is listed as Pay Plan Senes Grade Job Title e Std NAFI column Showsthe positions standard NAFI Number SNN o Installation code Fund code Program code Location Code Department Code e Conformance Displays conflicts if any against the Manning Document or MinMER yr wn General Reports Positions Employees Individuals DEFOE MINMER Location Codes Std MAFI Numbers Standard Garrison Organization E Adame Christine NA 7420 03 KLIEMALTS Congruent Records Oa Alexander Janice CC 1702 02 LWGCDGL Position conflicts with DCPDS Ez Allen Jorge NA 7404 04 SLIEMBELIT Congruent Records E Anderson Karen MF O189 01 SLIEMALET Congruent Records Andrews Grace NF 0701 04 SLITOYSG1 Congrment Records E Armstrong Melanie NF O189 01 SLIHBSPGL Employee has no reference to Manning Document E Amoald Alexander Mea F404 06 SLIEMDLIT Congruent Records E Arnold Jessie NF 0301 04 LIFCCYGL Congruent Records Atkinson Richard NF O303 02 SLFHGLF82 Congruent Records E Austin Tanya NF 1101 03 LILQGCG1 Congment Records Avala Thomas HA 3566 01 XLFHGLFE2
46. 00 to 50 Click Ok to close Now create the second NAF RPT position if it doesn t already exist On the UFM Tab check the appropnate UFM related boxes in the upper half of the window and select the MDEP In the lower half of the window click the Add button Click the top Browse For button to select your APF position that has already been converted Once selected change the Allocation of Fund Support from 100 to 50 then click Ok to close All data shown is fictional Manual best viewed in color Please send comments or corections to Rachel s kennedy naf mail mil 105 All data shown is fictional Manual best viewed in color Please send comments or corections to Rachel s kennedy naf mail mil 106 Section 8 Glossary of Terms All data shown is fictional Manual best viewed in color Please send comments orcorections to Rachel s kennedy naf mail mil 107 Glossary of Terms A Activity View lists Activities within the current context and is primarily managed at the ganison level Activity Record Contains detailed data representing an organizational activity within a facility APF Appropnated Fund Appointment Category full time part time summer hire or flex Atribute Hags used to mark position or employee record to be used in association with a filter C Conflict occurs when something in the position doesnot match one or more of the document types For example the manning document showsthe position
47. 1 09 EARLY CHILDHOOD TRAINING amp CURRICULUM SPEC Be Standard Garrison Organization e GS 1701 09 FAMILY CHILD CARE DIRECTOR E3 Ani Aa GP GS 1702 05 LEAD EDUCATIONAL TECHNICIAN p GS 1702 05 LEAD EDUCATIONAL TECHNICIAN p GS 1702 05 LEAD EDUCATIONAL TECHNICIAN MEGS 1702 05 LEAD EDUCATIONAL TECHNICIAN Fig 1 7 Manning Document Conformance Up One Level This button will navigate to one level up in the context tree Show Hide Console Tree This button hides the context tree ras Delete This button will delete a position Properties This button will open the properties window of the selected record Refresh This button will refresh the active window Export List This button will export the data in the curent view to a txt or csv file that can be saved locally gt K New This button will create a new record Define Filter This button will launch the filter properties T Toggle Filter This button will toggle the filteron and off All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 10 All data shown is fictional Manual best viewed in color Please send comments or corections to Rachel s kennedy naf mail mil Section 2 Manning Document Module Views and Record Types All data shown is fictional Manual best viewed in color Please send comments orcorections to Rachel s kennedy naf mail mil
48. 30 03 SPORTS SPECIALIST xj Active NAF Linked to a UM Conversion General Details Additional Info UFM History Here isan example of an active NAF position that is linked to a UFM Converted APF position The UFM Tab M ls this position authorized APF support in accordance with ARA 215 17 asks I le this position curently identified for funding under the current MOA e _ Isthis position is authorized APF support in Specify which MDEP funds this position JOvDP accordance with AR 215 1 and e Isthis position currently identified for funding under the current MOA There isalso a drop down to specify which MDEP fund APF positions providing appropriated fund support the position 3 WXLCESJH 01 1 SPORTS SPECIALIST 100 The UFM Tab also displays the APF Position s providing appropnated fund support Add Remove OF Cancel Apply Fig 2 10 Position Record UFM Tab All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 20 7 Advanced Tab Position Properties GS 0030 09 SPORTS SPECIALIST x The Advanced Tab exists on APF positions only It tracks if any individual has retum General Details Additional Info UFM History Advanced rights to the position Return Rights To add a person aShaving retum nght to a position Return Rights Individual Clear Name type the name in the Retum Rights Individual fiel
49. 97 Fig 6 14 Reports View Selecta REDON cccccccsssssssseeeeeeeseeeeessseeeeeeeeseeeseassseeeeeeeesseneags 97 Fig 6 15 Report View Report DISDIAY cccccceccccseessssseeeeeeeeeeeeeeesseeeeeeeeeeseesaassseeeeeeeeesnagags 98 All data shown is fictional Manual best viewed in color Please send comments or corections to Rachel s kennedy naf mail mil Intoduction All data shown is fictional Manual best viewed in color Please send comments orcorections to Rachel s kennedy naf mail mil 2 Intoduction Overview IMETS stands for Installation Management Employee Tracking System IMETS isa multi tiered system with modular design created with the intent of pulling data from both the Defense Civilian Personnel Data System DC PDS and the Mini Master Employee Record File MinMER from the Non appropnated Funds NAF payroll systemsto form a common manning document forall Morale Welfare and Recreation MWR personnel It providesan automated MWR manning document that is available in near real time and assists in managing and tracking the MWR workforce IMETS assists managers in tracking Appropnated Fund APF to NAF conversions and providesan audit trailunderthe Uniform Funding and Management UFM initiative For more information on UFM go to www AmyUFM com IMETS centralizes and enforces standardized data while delivering itin a hierarchical organizational style from region to location code oractivity Purpose The
50. AIL WALCES LIHBSPGL Position conflicts with DCPDS Page a 1 ml of Records 1 5 of 5 Filtered Central Region L Fort Loyalty 7 MMA Fund HB Gym Phe Fit amp qua Trag amp th Equip Chk Li Sis 5 Fig 3 33 DCPDS View Ovenide Exa mple 2 The DCPDS Properties window launched Conflictscan be DCPDS Properties Owens Philip x reviewed on the Conflicts Tab l General Manning Document Reference Conflicts Additional Info Overrides In the example DCPDS lists the occ series as 0189 Conflicts With Manning Document and the Manning Document lists it as 0188 CL Occupational Series 0189 Recreation Aida 0188 Recreation Spec e Assume in thisexample that the Manning Document iscomectand DCPDS is wrong A request has been made to update the data through CPO in the DCPDS database but the update will not be imported into IMETS until the weekly import We can create a temporary ovenide to resolve the conflict Place a checkmark on each item to syncronize Manning Document data with DCPDS OF Cancel Apply Fig 3 34 DCPDS Properties Conflicts Tab All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil Click on the Ovenides Tab e A List of fields that are available to ovemde are displayed e lIfanovemde isalready in place the text Ovemde Enabled will display with the expiration date Do
51. AL TECHNOLOGY SPECIALIST WeLCES SLIPCCYGL NAF Congruent Records EE Atkinson Richard NF 0303 02 LEAD DESK CLERK WeLCE9 LFHGLFS2 NAF Congrment Records EE Austin Tanya MF 1101 03 ASSISTANT BUSINESS MANAGER WeLCE LILQGCG1 MAF Congrment Records Ayala Thomas MA 3566 01 CUSTODIAL WORKER WeLCES SLFHGLF62 NAF Conaruent Records E Bailey Chae 605 0030 0939 SPORTS SPECIALIST WSLCES amp LIHBSPGL APF Employee has no reference to Manning Doc E Bailey Martha MF 0189 01 RECREATION AID WeLCES SLIHBSPGL NAF Congrment Records E Bailey Stacey CC 1702 01 CHILD amp YOUTH PROGRAM ASSISTANT ENTRY LEVEL 2 WeLCES SLIGLLEYG NAF Employee has no reference to Manning Doc TF Baker Daniela CC 1702 07 CHIU D 4 VOLITH PROGRAM ASSISTANT TARGET I FFI A1 Weel CFA LLY PG MAF Conarnent Peco Page 1 m of 1 Records 1 465 of 465 Fig 2 17 DCPDS View All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 26 2 6 MinMER View Lists MinMER records being imported into IMETS within the current context Containsa listing of people employees no vacancies who are U S citizens imported directly from the NAF Payroll System Missing referencesand conflicts with DC PDS and MinMER are easily identified in IMETS using eitherthe iconsorthe conformance column e The Welcome Screen displays the date of the last import Filters may be used in conjunction with the MinMER
52. AR Number Record sssssesensssssrrrrnnnnrrrrrrnrrrrrnnssssssrnnnnnnrrrrrrnrreeeennne 76 Section 5 Working in the Organization MOdull sccssssscsssssecssssssessnsseeesnsseesessssesnsseeesaas 80 5 1 Getin Wed oeae EA 80 5 2 AddmMg a Facil oes a ates Nested ene DEe eee 81 5 3 Adamo an ACV icine schneider che ecient teehee dae 84 5 4 Adding a Military Community 0 0cccccccceceeceeeeeceeeeeeeeseseasaeeeeseeseeeeeeeeeeeeeeneeeeeees 85 5 5 Adding a Location C OGG a sissies cenetecnnisretondtin aeistdna nice he neat 86 5 6 Editing amp Inactivating LOCATION COGS 00 cccccccccceeesseessssessesseesseeeeeeeeeeeeeeeenees 88 Section 6 Data Analysis Methods ssccsssssscsessesesnssesessseeesnssesennasssennesseenassseennssssesnesesenaas 90 G D AMS nNnG Date si5 2hese teh aatieninunea Aten neath anita ed ine needles 90 6 2 BONO Da i arene cane te ect ected icces 92 6 3 SCOPE nena a cee ere eer ne eer ee 94 6 4 RE DOWNS a a cecaeanastabi eee A at a manent aN alder bagel utee 97 Section 7 Frequently Asked QueStonS s ssssssssssnnn21n10 1u55 5 5 5 55 100 Secton 8 Glossary OF TENMSassisssicsdesaavins sissvendieawswadseenieas sunsesdacsesanceastuectnasdeaccadadeacdaisdanstacuae 106 All data shown is fictional Manual best viewed in color Please send comments or corections to Rachel s kennedy naf mail mil Fig 1 1 Fig 1 2 Fig 1 3 Fig 1 4 Fig 1 5 Fig 1 6 Fig 1 7 Fi
53. C7 S Base i He PM Sup Progs C r S Progs amp Instr SPS 5 4 OL School Age Services 545 Fig 6 13 Data Scope Context Tree Expanded Help Debug All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 97 6 4 Reports IMETS provides users with a number of report options in the Reports View The report data will reflect what is selected in the context tree if a region is selected the report will show data forthe whole region if user has proper pemissions whereas if a installation is selected only the data forthat installation will disolay in the report For detailed information on the available reports in IMETS please referto the IMETS Reports Guide How to run a report 1 Use the context tree to navigate to the level of the tree to be reflected in the Report 2 Define any filters if necessary Forexample only reporton only NAF employees 3 Click the Reports View On the display screen each available report is listed with a description 4 Toruna report select the report from the drop down menu at the top Reports Home Page Information Management Enterprise Tracking System Positions Reports MWR Manning Document MWR Manning Document sorted by UIC Para Line Position and then Employee UFM Conversion Details Displays APF positions converted under UFM as well as the NAF position s receiving the funding suppor
54. DS ites DCPDBS If the employee doesnot appear after 2 3 weeks amp the employee is definitely active contact CPO No Conflicts All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 43 Fig 3 10 Select Position 3 6 Manning Document Wizard Ifa DCPDS or MinMER record lists No Reference to Manning Document in the comments column red border icon the Manning Document Wizard can be used to connect the DCPDS or MinMER record to the Manning Document The Manning Document Wizard will walk users through the steps of either associating the DCPDSor MinMER record with eitheran existing position on the Manning Document OR if the position doesn t already exist the Manning Document Wizard will allow a new postion to be created Using the Manning Document Wizard 1 Double click the DCPDS or the MinMER record with the missing Manning Document Reference 2 Atthe DCPDS or MinMER properties window select the Manning Document Reference tab o Text should state No reference to Manning Document All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil C 44 3 Click the button Manning Document Wizard x 4 When the Manning Document Wizard launches the General Manning Document Reference Conficts Additional info Ovenides DC PDS record is displayed on the right han
55. EC Lee Gs 1 701 09 FAMILY CHILD CARE DIRECTOR Lr G5 1702 05 LEAD EDUCATIONAL TECHNICIAN DA Fig 1 5 Disolay Pane WLCES 01 36 01 1 WALCES 014F 07 1 WeALCES 022 02 1 WesLCE D 022F 03 1 WALCES 022F 03 1 WLCE9 022F 04 1 WeLCED 022F 04 2 WALCES 022F 08 1 All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil ALIHBSPGL ALIWIGCOGL ALIPCCYGL LIJGCDGL LIJGCDGL ALIJGCOGL ALIPOFCGL ALIJGCOGL 8 1 5 Manning Document Conformance The Manning Document Conformance displayed on the Welcome Screen lists the conformance ratings of the gamison s the userhasaccessto Conformance rates for IMA and ALF are listed separately The Manning Document Conformance Rate represents in real time how well a gamson s manning document conformmsto the data found in DCPDSand the MinMER e 100 91 is considered GREEN e 90 75 is considered YELLOW e 74 0 is RED Manning Document Conformance oe oC Fort Courage ALF 12 69 oC Fort Courage IMA SD Fort Duty ALF SD Fort Duty IMA oH Fort Honor IMA SH Fort Honor ALF AL Fort Loyalty IMA AL Fort Loyalty ALF AR Fort Respect IMA AR Fort Respect ALF AV Fort Service ALF AV Fort Service IMA Bf 21 18 81 86 03 9 36 92 13 86 36 86 60 96 17 96 94 94 96 97 96 Fig 1 6 Manning Document Confomance Note Users will only see the
56. Numbers VIEW 1 cccccccsssssssssseeeeeceseeeessseeceeeeeeseseegssseeeeeeeeeseeeagssseeeeeesenteggs 76 Fig 4 15 Standard NAH General Ta Dveicisasiiundevisecvaeertieeerneveanieataiasdeboutus a a a 71 FIG 4 16 Stang are NAF Detalls Ta Deanne hats inhanieticiieeclataten ieee 71 FIG AL ACV CONTA CE N10 aissa 78 FIG 5 1 Fort D Dia graMesscsnnneni ai a nla A 81 Fig 5 2 New Facility Facility Properties ccccccccccccsssssssseeceeeeeceeeeeasseeeeeeeeeseneausseeeeneeeeneneas 82 Fig 5 3 New Facility Browse for IMETS CONnteXt ccccceeccccceeceessessseeeeeeesseeeeeseeeeeeeeeesseaaegs 82 Fig 5 4 New Facility Location Title MESSAGE oe eccccssssssseceeeeeeeeeesesseeeeeeeeeeseuaaeaeeeeeeeessanaggs 83 Fig 5 5 New Facility Activity ProPertieS ccccccccccsssssssseeeeeeeeeeeseesssseeeeeesesseseaaeeeeeseessenegas 83 Fig 5 6 New Facility Facility ProPe rtieS ccccccccccccccssssssseeeeeeeeeeeeeseseeeeeeeseesesaaaseeeeeeeeessaaas 83 Fig 5 7 New Facility Facility VIEW scasiasaiaunoisteaceeatinccnltiaeaaiiinna A 84 Fig 5 8 New Activity Browse for IMETS CONntCXL cceseeeceeceeceeeeesseeeeeeeseeseesasseeeeeeeesssaaegs 85 Fig 5 9 New Activity Location Title Message oo ccecccssssssseeeeeeeseeseessseeeeeeeesseaaeaasseeeeessesnages 85 Fig 5 10 New Activity Activity Pro PQ IlleS 0 00 ccccccccssssssseeeeeeeeeeesesseeeeeeeseeesaassseeeeeesesseneags 85 Fig 5 11 New Mil Community Mil Community Prope rties
57. Position Properties History 3 8 Deleting Positions All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 48 Positions should only be deleted from the positions view if the position wascreated in enor A position cannot be deleted if it has been UFM Converted orif it isa UFM NAF position Contact an IMETS Administrator for assistance with UFM positions A position with active or inactive employeescan only be deleted if the employee recordsare first relocated to a different position A position that wasat one time an active position at the installation and will no longer be filled should be marked asInActive This allows the system to retain a history of positions overtime The InActive status should not be used to hide positions which were created in eror Steps to Deleting Positions Deleting Positions without Employees 1 From the Posttions View highlight the position to delete and click the Delete Button from the toolbar 2 IMETS will ask if you are sure you want to delete the selected position and wam you that this action cannot be undone If you are sure this isthe position you want to delete click Yes 3 Once you click Yes the position isdeleted and you are retumed to the Position View Deleting Positions with Employee s 1 From the Position View highlight the position you wish to delete and click the Delete Button from the toolbar
58. S a individual B 8 Click OKto complete the employee selection process Conformance lt New Employee gt OF Cancel Apply Fig 3 16 Position Properties Check Name 9 The userisretumed to the Position Properties window where the individual is now listed asan Employee All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 10 Every Position Tab hasa History Tab The History Tab containsa record of all edits made to the position including the date the edit wasmade and who made the edit Position Properties NF 1410 04 LIBRARIAN x General Details Additional Info UFM History Position Type NAF Pay Plan fF Grade 04 Position Title LIBRARIAN Occ Series 1410 Librarian Series Position Status Appointment Catagory Hours Sch d per Week Active s RFT v 40 Employees Displaying 1 of 1 employees Refresh Aguilar Tracey Emplg ee has no reference to DCPDS or MINMER o asd __Bemove I Display Inactive Employees OK Cancel Apply Fig 3 17 Position Properties Employee Position Properties NF 1410 04 LIBRARIAN General Details Additional Info Ug D Steele 9 16 2007 8 44 54 PM Added employee Aguilar Tracey D Steele 9 16 2007 2 52 36 PM Created Position W LOD6 H4 03 Subline 1 NAF History Events 2 Print Refresh OK Cancel Apply Fig 3 18
59. TS version work should be conducted IMETS Production IMETS Training Version Version Fig 1 2 IMETS Icons All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 1 2 Welcome Screen When users log into IMETS they will see the interface displayed below The interface willbe the same in both the production database and the training database The Welcome Screen displays Personal Greeting and last login information Manning Document Conformance glossary lists the percentage of manning document data that matches DCPDS and MinMER by ganison Users will only see the conformance rating of the gamisons they have been assigned pemissionsto Conformance rates forIMA and ALF are listed separately O In the below example 97 of Fort Service sIMA manning document data matches both DCPDS and MinMER data Lastdata import date and time allowing the userto easily see the DCPDSand MinMER file transfer dates The menu bar gives you accessto allthe program features The toolbar offers shortcuts to frequently used operations The left navigational pane allows you to drill through the context tree by Organization Standard NAFI or UIC The Data View will list the data that is selected in the context tree Forexample if Pacific Region isclicked on in the context tree a listing of Pacific Region data will appear in the Data View The curre
60. VICES SPEC Appt Catagory RAFT Regular Full Time Regular workweek is 40 hours Job Humber Standard HAFI SDIRCDIGL Position Status Active Conformance Congruent Records OF Cancel Apply Fig 2 31 SGO Record M D Position Tab All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 35 2 13 Standard Gamson Organization Records cont 3 Additional Info x General Manning Document Position Additional Info The Additional Info Tab is used to create Custom Fields Custom Fields can be used to record and track unique information used by the local installation There are several different types of fields available Text Fields Numenic Fields Name Fields Date Fields Yes No Fields Mame Value Adding Custom Fields are covered in section 311 OF Cancel Apply Fig 2 32 SGO Record Additional Info Fig 2 21 DC PDY MinMER Record Conflicts All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 36 All data shown is fictional Manual best viewed in color Please send comments or corections to Rachel s kennedy naf mail mil Section 3 Working in the Manning Doc ument Module All data shown is fictional Manual best viewed in color Please send comments orcorections to Rachel s kennedy naf mail mil 38 3 1 Getting
61. Value Data Field Protection Employee Properties Additional Info Date Value Number Value All data shown is fictional Manual best viewed in color Please send comments or corections to Rachel s kennedy naf mail mil FIG 3 49 Name ValU Ce anccavnenainecancisetasrnankiniineeansemedenesaus Gana eon 60 HO 3 30 VSS NOV QIU Co innne AEE EAE 60 FIG 5 5 BIN FU GCG BY xoroa 61 FIG 3 52 UDP DE SOM ALO Mecra O A ae aaeaatnoeies 62 FIO 9S enas E san waistionstd ursteasainltuctdeavasnaaunitdndevanntrenvenitieanteltes 63 FIG 3 94 LDP Deoa UON ainsa E ead NCO 63 ROAA Milk COMMONS nccuccmescrcimortiaionamieeiiataatinsaamamtenienennvaaunnmanie 67 Fig 4 2 Mil Community General TAD sseessssssssesssessssrrrrrrrrresssrnrrrrrreeesssrnnrrrnrresssrnnrrrrreeessenne 68 HA4 MI Co mMMUNY A GC MONA iarunn atonal eons 68 FIG Fe Fa CIES VE Wicana T S 69 FIG 4 5 Fa cy GENea la aes NN 70 FIG 4 6 Fa Cillty A CHG Ha ATO vacciiscaiaauaticieriacaeiurieuat atin E E nena 70 ROAF ANC TIVITIES VIEW riaa N a A A 71 FIG 4 6 ACV Genea I a Dea a 72 FOFIN ACEVILY A GOTO Mall O cass S nakataemadblneeenoneia 72 FIG 4 10 Activity C Ota CE INO cser a a 73 FIG 4 1 LOC ation COC VIEW siure aa N 714 Fig 4 12 Location Code General Tab 0 ceeeeccecccsesessssseeeeeeeecseeeegssseeeeeeesseeagssseeeeeeeessnneags 75 Fig 4 13 Location Code Additional INFO s sessssssssennseesssrrnrrrnrenossrnnrrrnnrersssrnnenreeessrnnrrnne 75 Fig 4 14 Std NAFI
62. Youth Programs All Departments When we dnill into the context tree we see that the tree now only displays program codes that relate to Child and Youth It is now possible to view from any of the views only data relating to Child and Youth Leaving the scope tumed on reportscan be run as well that will only retum data based on the program group In ourexample if would be possible to printa Manning Document Report for Fort Loyalty or Central Region that retumed J USTChild and Youth postions Click the button to tum the scope off Funds E3 All Funds C w D F Hot Cancel Programs Reset wi Intallation Management Agency IMA Fig 6 11 Data Scope Program Group IMETS Console 1 1 Steele Drew File Action view Tools Help Debug e a om All Funds Child and Youth Programs All Depa wii IMETS Root ALF IMA m or Central Region Flr Eastern Region Fig 6 12 Data Scope Context Tree IMETS Console 1 1 Steele Drew File Action View Tools e a All Funds Child and Youth Programs All Departments __ METS Root ALF IMA re Central Region Elbe J Organization a Oy St Standard NAFI zj T a Fort Lowalty i 1 MWR Fund H JG Child Development Center Programs ae JH Youth Sports amp Fitness fea dd Youth Leisure and Recreation H JM Middle School Teen Programs H PO Family Child Care Programs Hie PG Sup Progs Cy S Sves Cent Reg SPS P Hie PH Youth Services
63. al different types of fields available Text Fields Numeric Fields Name Fields Date Fields Yes No Fields Adding Custom FRelds are covered in section 2 X All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 71 Lists Activites within the current context and is pnhmanly managed at the ganison level The Activities view is visible from the Organization Branch of the Context tree Users can create Activities to represent an organizational department or MWR Activity within a Facility Data may be sorted by any of the columns within the Activity View simply by clicking on the column header field e Activity The title of the organizational department or MWR Activity e Num Departs Liststhe numberof department codes G1 GL 01 etc associated with the Activity General Reports Positions Employees Individuals DCPS MINMER Location Codes Std HAFI Numbers Standard Garrison Organization Activities Facilities Mil Communities B tina Central Child Care Center fee Stike Zone Bowling fee DEA fet Automation fee Marketing fee Hoot Owl Club fee Victory Lane Auto Cratts Page 4 1 ml o1 Records 1 8 of 8 Fig 4 7 Activities View 4 8 Activity Record All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 72 Contains detailed data represent
64. and the MWR Remark code has been set These fields were determined during the UFM Conversion process and are now locked in place If these values need to be changed contact an IMETS Administrator The UFM Tab also displays the NAF Position or postions that are receiving the appropnated fund support asa result of the UFM Conversion All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 19 6 UM Tab NAF Positions Position Properties NF 0030 03 SPORTS SPECIALIST x Active NAF not link to Conversion General Details Additional Info UFM History Here isan example of an active NAF position The UFM Tab asks M ls this position authorized APF support in accordance with AA 215 17 e _ Isthis position is authorized APF support in M ls this position currently identified for funding under the current MOA accordance with AR 215 1 and Specify which MDEF funds this position OvDP e Is this position currently identified for funding under the current MOA There isalso a drop down to specify which MDEP fund the position APF positions providing approrpriated fund support Teun ebanian eA Po di 7 se shares die aa ee ee ETD appropnated fund support but since this position is not linked to a UFM Conversion this area is grayed out Add Remove Carcel ao Fig 2 9 Position Record UFM Tab Position Properties NF 00
65. anison level The SNN View is visible from either the Organization Branch orthe Standard NAFI Branch of the Context tree The SNN view is populated asLocation Code recordsare added to the system e NAFI Code Displays the full SNN e Managing Activity If a location code isassociated with an Activity Record the Activity name will display here e Agency Cnt sts the numberof Agency Associations the SNN has e Status Displays ifthe location code is Active or InActive e Fiscal Yearsin Service Displays the fiscal years the SNN hasbeen used according to SMIRF Active Active 04 Active 06 05 04 05 02 01 Active 06 05 04 03 02 01 Active 06 Active B Active 05 Active 06 05 04 03 02 01 Active B Active Active Active 06 05 04 03 02 01 Active 06 05 04 03 02 01 Active O10 Active B Active 06 05 04 03 02 01 ie XLI JC AS GL Active O06 05 04 03 fue XLT JD LP B3 Active 06 05 04 03 02 01 Page 4 1 o1 Records 1 211 of 211 Fig 4 14 Std NAFI Numbers View fuel HA BK GL fel HE SP 51 uel HB SP G1 CARLI HE SPGL fel HERC 14 feel HC RC FL fel HC ACE fel HERCEGI welt HCO AC GL fe XL1 HC SS OF fe XL1 HOSS G1 fel HD UF 5J axl JB AC 93 CURLI JE AC G1 wel JB AC GL el JE AS 94 Mi Mi Mi M M M Po i Po PS a i i Po i Po oP Po 4 12 Standard NAH Number Record All data shown is fictional Manual best viewed in color Please send comments or corrections to
66. as Regular Full Time RFT but DCPDS shows the position as flex Conflict Resolution Tool CRT tool available from the Employee View used for mass changes will allow users to resolve multiple conflicts for multiple records simultaneously Conformance see Manning Document Conformance Congruent occurs when no conflicts or disconnects exist against a record Context Tree navigational tool that allowsa user to dnill into IMETS data by Standard NAFI UIC Organization or Standard Gamison Organization CPO Civilian Personnel Office D Data View displays the views and data that are available to the userat the current context DC PDS Defense Civilian Personnel Data System DC PDS Record contain detailed data as exists in the extemal DCPDS system Disconnect a record is missing a reference to one of more record types Forexample an employee record could be missing a reference to a DCPDS record Employee Record contain detailed data which represent an employee on the Manning Document Employee View lists employees within the current context and isprmanly managed at the ganison level F Facility Record Contains detailed data representing a physic al structure within a Military Community Facility View Lists Facilities within the current context and is primarily managed atthe ganison level Fund Code 1 digit code to represent the fund which makes up part of the SNN G Grade representsa pay level withi
67. cument Wizard OF Cancel Appl Fig 2 20 DCPDS MinMER Record M D Ref 3 Conflicts Tab x General Manning Document Reference Conflicts Additional Info Overrides Conflicts With Manning Document DEPOS L Grade 01 03 Place a checkmark on each item to syncronize Manning Document data with OCPDS OF Cancel Apply Fig 2 21 DC PDY MinMER Record Conflicts The Manning Document Reference Tab displays data from the position record the DC PDS record is connected to on the Manning Document This is the data that iscompared to the DCPDS or MinMER data on the General Tab for discrepancies The Ignore this DC PDS MinMER Record can be used if the record belongsto an employee that no longer works at the organization and hasnot yet dropped form the import or if it isa non MWR record being imported into IMETS by mistake The Manning Document Wizard button can be used to establish a reference between the DCPDS record and a Manning Document position The Manning Document Wizard iscovered in more detail in Section 3 6 The Remove Manning Document Reference will disassociate the DCPDS record with the Manning Document Position it is linked to The conflicts tab displays any data fields that do no match when the DCPDS or MinMER Record data is compared by IMETS to the Position Record In the example to the left the DCPDSrecord hasthe grade for this person asa 01 but the Manning Document postion thi
68. d Smith Ales and click the Check Name button A DEROS date and any related remarks may also be DEROS 1 May 2008 y y Remarks entered This person is curently at Fort Courage in the Eastern Region l me eso Fig 2 11 Position Record APF Advanced Tab All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 21 2 5 Employees View Lists employees within the current context and is pnmanly managed at the ganison level Each employee is associated with exactly one position Overtime a person may have multiple employee records reflecting their employment history in the organization Unless an individual is dual there should be only ONE active employee record fora person at one time Missing referencesand conflicts with DCPDS and MinMER are easily identified in IMETS using either the iconsorthe conformance column Filters may be used in conjunction with the Employees view to display data by any of the following cntena employee position type position status employee status active status UIC paragraph line pay plan senes grade position title appointment cat Std NAFI attribute flags and or conformance Data may be sorted by any of the columns within the view by clicking on the column header field e Employee column Employee name is listed Last name First Name MI e Position column Position is listed as Pay Plan Senes Grade
69. d side and the Referenced Manning Document Record lower left window describes the optio ns that can be taken No reference to Manning Document with the record 5 IMETS will allow users to Create a New Position on the Manning Doc OR Select Existing position from the Manning document Select Existing Position should almost always be the option selected The only time Create New ays ar B Ignore this DEPOS Record Print Position should be used is if the employee is being ut hired into a newly esta blished position to the Manning Document Wizard Remove Mannig Document Reference organization otherwise duplicate positions will be created on the Manning Document ok Panel PET Fig 3 11 DCPDS Properties MD Reference Tab Manning Document Wizard Establish Reference with Manning Document DCPOS Individual DCPOS Record wagner Katrina Position Seq N 1174615 Select Existing MAF Position Create Mew MAF Position ma WeLCES WBCF USA G Paragraph Line Number Wagner Katina i included on the curent QCPOS listing but does not havea Position Type HAF reference to the Manning Document To resolve this situation you hawe three Pay Plan bic choices Occupational Seres 404 Cooking p Grade O4 1 Create a new Position and add the Individual as an Employee of the Position Paationtiie cook 2 Select an existing Position and add the Individual as an Employee of the Fa Rate e Position H a Week oo
70. dditional Info Name Value Add v Remove OK Cancel Fig 4 13 Location Code Additional Info 4 11 Standard NAH Numbers View All data shown is fictional Manual best viewed in color e Installation Code This read only field displays the installation code the location code belongsto e Fund Code This read only field displays the fund code the location code belongsto e Program Code Thisread only field displays the program code the location code belongsto e Location Code and Tite The first field displays the location code once created it cannot be edited The second field displays the location code title and may be edited asneeded e Department Codes This section displaysa list of department codes associated with the location code There isan Add button to Add more department codes if necessary e Active This check box will toggle the active status of the Location Code Record The default is set to Active The Additional Info Tab isused to create Custom Fields Custom Fieldscan be used to record and track unique information used by the local installation There are several different types of fields available Text Fields Numenic Fields Name Fields Date Fields Yes No Fields Adding Custom FRelds are covered in section 3 11 Please send comments or corrections to Rachel s kennedy naf mail mil 76 Lists Standard NAH Numbers SNNs within the current context and is primarily managed at the g
71. details tab Click the subline link and a window will display listing all the positions on the same para and line Use the up and down arrows to rotate the subline assignments All data shown is fictional Manual best viewed in color Please send comments or corections to Rachel s kennedy naf mail mil 103 FAQ 9 am seeing DCPDS records that are not part MWR and they are bringing down my conformance rate how can I get rid of these records Occasionally recordsthat are not part of MWR get imported into the system inadvertently If you happen to notice any of these recordsthey can simply be set to ignored so that they no longer count towardsconformance rate To do this double click on the DCPDS record to launch the DCPDS propertiesand click on the Manning Document Reference Tab Place a check mark in the box to Ignore DCPDS record Then click OK When retumed to the DCPDS view the record isgrayed out FAQ 10 need a new Standard NARA added to the system If you do not have accessto add location codes to the system or if the program code itself is not available email the IMETS Helpdesk Include the entire Standard NAFI that isneeded aswella description of the location code FAQ 11 1am tying to add a new Standard NAA and getting the message that the Standard NARA already exists but don tsee ittanyplace If this occurs first check the Location Code View and Standard NAFI view to see if the Standard NAFI exists but Is inactiv
72. double click the LN position to x launch the Properties window Select the Details Tab General Details Additional Info History 2 Use the drop down menu to select the Funded By source UIC axs FORT LovaLTY East Sioe zl either APF NAF or Other l Paragraph JHC Line Humber E Sub Line o Std MAFI MLIHCRCE Check NAFI Browse for MAFI Job Number Funded By Pay and Benefits 3 Click OKto close the record Pay Rate Budgeted Annual Payrate B udg ee _ Remark Canca ay Fig 3 51 LN Funded By 3 13 Leader Development Program Designation All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 62 IMETS is used to identify and document positions subject to the MWR and Career Field CF 51 Morale Welfare and Recreation MWR Leader Development Program LDP Regular Full Time positions in grades NF 4 through NF 5 in MWR Lodging Amed Forces Recreation Centers and Amy Recreation Machine Program NAFls should be assigned one of the following LDP designations Not LDP J unior Position Senior Position Key Position Assigning an LDP Designation to a Position 1 From the Position View double click the position to launch Position Properties NF 0701 04 YETERINARY MEDICAL OFFICER x the Properties window Select the Details Tab General Details Additional Info UFM History 2 Use
73. e If the Standard NAFI is inactive double click the record and place a check mark in the boxto activate the record Otherwise email the IMETS Helpdesk FAQ 12 I tied to log in and IMETS is telling me my accountis inactive How to I get my account reactivated IMETS Accounts inactivate after 60 days of inactivity Email the IMETS Helpdesk to have youraccount reactivated FAQ 13 I accidentally duplicated an employee in the same position how do I get nd of the duplicate record Email the IMETS Helpdesk to delete any duplicate records from the system FAQ 14 I converted a GS position to NAF and used select existing Now that finished realize converted to the wrong position how do fix this Email the IMETS Helpdesk to delete any duplicate records from the system All data shown is fictional Manual best viewed in color Please send comments or corections to Rachel s kennedy naf mail mil 104 FAQ 15 Our organization has decided to converta regular full time GS position in to TWO separate parttime positions how do I complete the conversion so that the funding is tacked to the two new positions First perform a regular UFM conversion from the APF postion to one of the NAF RPT positions Once the conversion iscomplete open the position properties forthe NAF position and click on the UFM Tab Double click on the APF position to launch the Fund Distnbution Window Change the Allocation of Fund Support form 1
74. e Standard NARA assigned to a position that has already been converted is wrong but the field it grayed out how do I change it Once a position hasbeen converted it islocked from editing However if something needsto be changed such asa Standard NAFI oran MDEP please email the IMETS Helpdesk Include the postion grade senes title and paragraph and line aswell as which data needsto be conected FAQ 5 have a record that am unable to resolve As soon as I resolve the DC PDS record the MinMER record is conflicting How do fix this This occurred when there isa discrepancy between a MinMER data field and a DC PDS data field For example MinMER lists the occ senesof a record as 0189 and DCPDS lists the occ senesas0188 The Manning Document Position Record isalways going to conflict with ONE of these records If the postion data is resolved to match DCPDS as 0188 then it will conflict against MinMER and vice versa To corect this problem it isnecessary to look at the data and make a determination which is correct In our example it would be necessary to determine if the occ senes 0189 or 0188 is correct This may mean checking with the appropnate people locally such as FM or CPO Once the conrect data isdetermined it isthen necessary to make the correction in the system that Is incorrect using nomal personnel channels If the data in MinMER Is incorrect then a correction must be faxed to Texarkana If the data in DC PDS is incorrect then a co
75. e two default custom fields already created to store the Fax and Phone number of the Activity Adding Custom FRelds are covered in section 2 X OF Cancel Apply Fig 4 17 Activity Contact Info All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil All data shown is fictional Manual best viewed in color Please send comments or corections to Rachel s kennedy naf mail mil 79 80 Section 5 Working in the Organization Module 5 1 Getting Started The Organization Module contains two parts All data shown is fictional Manual best viewed in color Please send comments orcorections to Rachel s kennedy naf mail mil 8l 1 The Organization Branch of the context tree which allows personnel data to be viewed by geographical location as well as activity 2 Standard NAFI Management ts part of the Organization Branch Although the Org Module is where these recordsare managed Standard NAFls are key to ALL recordsin IMETS regardless of what module they are part of Figure 5 1 isa diagram of how the Organization Branch works Military communities represent physical post locations one installation may have more than one post A community is made up of multiple facilities buildings and each facility houses one or more activity An activity is directly linked to a location code which allows IMETS to display personnel records of the same
76. ect Existing Position MDW Position General Tab Position Properties New POSILION cccccccccssesssssseeeeeeceeeeeeassseeeeeeeeesessaassseeeeeeeess Position Properties New POSILION cccccccccssesssssseeeeeeceeeeeeessseeeeeeeeeeesseassseeeeeeeess Position Properties New POSICION ccccccccccsssssssseeeeeeeeeeeneassseeeeeeseeesesaassaeeeneeeess Position Properties New POSICION c ccccccccseesssssseeeeeeeeeeeneasssseceneeeeseesaassseereeeeees Position Properties New POSICION ccccccccccssssssssseeeeeeeeeeeeeussseeeeeeesesseseasseeeseeeess Position Properties New POSITION cccccccccssssssssseeeeeeceeeeseassseeceeeeeseeseaassseeeneeees REIOC ale EMM DIO VCC Snai ibehiaasinalteaiebanneiie an aubeecened Relocate JEM DO VOC Sia taisieanpaseacinaaintadtvavee a a Relocate Employees Confim Relocated EMPIOV SCS wsiniedeniatesinntiveiseinedsntineiviexbaneastuieten a REIOC Ate ENMPIOye CS oraaa N Launching the UFM Conversion Wiza rd UFM Conversion Wizard UFM Conversion Wizard Browse for POSITION iwescuianenicsaceapariaiatthasetha teen A N MDEP and MWR Remark Code Postion Properties Postion Status UFM C onverdo Mernissi A aa DC PDS View Ovemde Example DC PDS Properties Conflicts Tab MinMER Properties Ovemdes Tab Ovemde Data Field Select Ovemde Data Value Ovemde Enabled DC PDS View Congruent with Ovemde Additional Info Tab NEW TE XE Vale arua intend a a a a Additional Info Tab
77. ed in color Please send comments or corrections to Rachel s kennedy naf mail mil 88 The user is retumed to the Location Code Properties window The Department Code justadded now appears in the Department Code section e Add more department codesat this time if necessary Click OKto close e To see the new location code in the context tree click on the IMETS root at the top of the tree and click the refresh button Location Code Properties MY SMITH LIBRARY x General Additional Info Installation Code 5D Fort Duty Fund Code fi MWR Fund Frogram Code JHA Libraries Location Code and Title MY SMITH LIBRARY Department Codes Department we GL Demo Resources USA for Mh I Active EE Fig 5 15 New Location Code Location Code Properties 5 6 Editing amp Inactivating Location Codes All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 89 Existing Location Codesneed to be edited on occasion Not all users have accessto perfom these functions but access may be granted upon request With properaccess location descnptions may be edited department codes may be added and location codes may be inactivated so that they no longerappear in the Context Tree Edita Location Code 1 From the Location Code View double click the Location code to be edited to launch the location code properties w
78. ediieleudensseadvedds 3 14 VICE LWOP FURL Designations ccccccccssessseeeeeeeeeeesseessseeeeeeeesseaaeassseeeeeseessnaaags Section 4 Organization Module Views and Record TYPeS ccssssscssssccsnsseenssscnsssenseseneess All data shown is fictional Manual best viewed in color Please send comments or corections to Rachel s kennedy naf mail mil a9 4 1 About the Organization MOCulle 00 ccccccccccccccccccsseeeessseeseseeeeeeeeeeeeeeeseeessessaaaaaaags 64 4 2 Organization IC ONG cccccceseeeeeseeseeeeeceeeeeseeseeeeeeeeeeeeeaeaeeeseeeeeeeeeeeeeeseessssaaaaaaaaaeseeeeess 65 4 3 Military Communities VIEW 0 cccccccccccceeeeeeeeseseeseeaeesseseeeseseeeeeeeeeeeeeeesssssaaaaaagaags 66 4 4 Military Community Record 0 0000 ccccccccccccccccssssessessseseeeeeeeeeeeeeessssesauaaeaeaasssseeeeeeees 67 A Faciles VW orenen gR e aE ael 68 A6 Fa ciny FEC ON a a E rare tr tee rec ee ree 69 ST PCTS VIEW saina A ec teean ant nasannaiauntecseeneaseteneateene 70 4 8 Act vity RC OIC cect cetc cece hs wt cienanicn ud alewacaindrca veg arcesanedteneweelanesiad ea yeaeansanseetcmen enon cieteaaatueadenes 71 AS LOCATON COGS VIEW crnan ai aies ea aaceec de Roe aa ac aie at ae eae ee eaten 73 ATO LOC ATION Code REC Ol e e E actos wabubakde an taometanstenenlabbeneeauutekiouathe 714 4 11 Standard NAAR Numbers View ccccccccccccccccsssssssscceseeeeeeeeeeeeeeessessessaaaeaassseseeeeeeees 75 4 12 Standard NA
79. edy naf mail mil 70 Contains detailed data representing a physical structure within a Military Community Facility recordsin IMETS are managed by the installation Facilities make up Military Community Facility recordsmay have multiple activities 1 General Tab Facility Properties Bldg 1103 General Additional Info Type NamesNumber JBlda fos Street Address Main Street Military Community Fort Duty Main Post Fort Duty Activities Activities Wg Child Care Center Annex v Active OF Cancel Apply Fig 4 5 Facility General Tab 2 Additional Info Tab Facility Properties Bldg 1103 General Additional Info Hame Value Add Remove OF Cancel Apply Fig 4 6 Facility Additional Info 4 7 Activities View e Type Thisdrop down field displays the type of facility such as Building e Name Number This field disolaysthe name of the building or building number e Street Address This field displays the street address of the facility e Activities This section displaysa list of activities that make up a Facility There isan Add button to Add more activities if necessary e Active This check box will toggle the active status of the Facility The default is set to Active The Additional Info Tab is used to create Custom Fields Custom Fields can be used to record and track unique information used by the local installation There are sever
80. eeesseeeeeeeeeseaagsseeeeeeeeees 32 Individual Record Additional INFO sssssssssssssnssnssnnnrssrnnrnnrrnrnnrnnnrnrrnrrnnrrsrrnnnns 32 Standard Ga mson Organization VieW sssessrsrrrrreeesssrrrrrrrrresssrnnrrrrressrnnnrrnreeene 33 SG ORE COI 2G SM Ta laee aA 34 SHO RECOm M D POSUON la Drsnenie a aai 34 SGO R cord AGG tonal lno ssscnecnm e a en ta eee 35 METS WORTIOW Dia orae A 38 PETRE AEEA EAE AE E EERE TER EA EEE E AE EEEE EEE EA 39 All data shown is fictional Manual best viewed in color Please send comments or corections to Rachel s kennedy naf mail mil IV Fig 3 3 Browse for Standard NAFI Fig 3 4 Employee Properties MinMER Tab Fig 3 5 Employee Properties MinMER Tab Fig 3 6 Launching the Conflict Resolution Tool Fig 3 7 CRT CHECK 1 ormore CO AMC roissscaravnnwcrsiencainnncaicisinnsianinnndveanileravensinisncasnonexeaanuvaseanntads Fig 3 8 C RT Employees with Conflicts to Resolve Fig 3 9 Establish Reference Fig 3 10 Fig 3 11 Fig 3 12 Fig 3 13 Fig 3 14 Fig 3 15 Fig 3 16 Fig 3 17 Fig 3 18 Fig 3 20 Fig 3 21 Fig 3 22 Fig 3 23 Fig 3 24 Fig 3 25 Fig 3 26 Fig 3 27 Fig 3 28 Fig 3 29 Fig 3 30 Fig 3 31 Fig 3 32 Fig 3 33 Fig 3 33 Fig 3 34 Fig 3 35 Fig 3 37 Fig 3 38 Fig 3 39 Fig 3 40 Fig 3 41 Fig 3 42 Fig 3 43 Fig 3 44 Fig 3 45 Fig 3 46 Fig 3 47 Fig 3 48 Select Position DC PDS Properties MD Reference Tab Manning Document Wizard MDW Sel
81. el s kennedy naf mail mil Steps to Adding a Location Code 1 Inthe Standard NAF Branch of the context tree Drilldown to the Program Code the Location Code should be created in Code in then click on the Location Code View 2 cick GE from the toolbar 3 A blank Location Code Properties window will appear Fill in the Location Code and Tite on the General Tab and the Details Tab e Clicking OK atthis point will prompta message stating that departments must be added 4 Click Add in the Department Code window to adda department code to the location 5 The Selecta Department Code window appears Select the corect department code and click OK 87 Location Code Properties MY SMITH LIBRARY X General Additional Info Installation Code 5D Fort Duty Fund Code fi MWR Fund Program Code JHA Libraries Location Code and Title MY SMITH LIBRARY Department Codes W Active Fig 5 13 New Location Code Location Code Properties Select a Department Code xX Department Code a HHE GT Tas Relief Program ARAM Reimbursement WHE GE Community Operations Division Staff H GE Utility Program WaT USAREUR WHE GF Expanded Operations Security sebl Demo Resources U54 for ae GM Information Management ew Warehouse l ann WZ Motor Pool Cancel Fig 5 14 New Location Code Selecta Dept Code All data shown is fictional Manual best view
82. elete Position Relocate Message All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 4 The Relocate Employees Window appears The window displays the following 1 The current position being deleted 2 The standard NAFI of the position being deleted 3 The active orinactive employee s that are Currently in the position 4 Similar positions to the position being deleted including the employee if occupied SNN and position status 5 To perform the relocation first select the employee to relocate by placing a check in the box to the left of the name 6 Next highlight the position to relocate the employee too 7 Click the button Reassign Selected Employees e Ifthe employee record isactive it wilappearasan active employee in the position it is relocated to e Ifthe employee record is inactive it willappearasan inactive in the position it is relocated to e Ifthe employee record isactive and the postion it is being relocated to is inactive the employee record willbe inactivated when it isrelocated to the inactive position 8 A message box will appearto confim the relocation Click Yes to continue relocating the employee record Relocate Employees x Current Position WLCE9 023 02 1 GS 0030 09 SPORTS SPECIALIST Current Standard NAFI Number EE HBSPGL D Conformance Mi Bailey Chae lt Inactive Employee gt
83. en the branch is expanded the next level disolayed would be the UIC Each UIC can then be expanded to display the paragraphs within The paragraphs may then also be expanded to display the position lines and even sublines This branch isan optional branch available by request through the IMETS Helpdesk All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 1 4 Data View The Data View will show the views and data that are available to the userat the curent context Asa user navigates through the context tree the Data View will display records related to the curent context The record types displayed depend upon which view is selected Using the Standard NAFI part of the tree will ONLY retum records which have been assigned a Standard NAFI All records should be assigned to a Standard NAFI including APF and LN records Asa usernavigates through the context tree the Data View will display records related to the current context The record types displayed depend In Figure 1 5 the user has navigated to the Central Region Fort Loyalty 1 MWR Fund this is the context and has selected the Position View IMETS displays all position records belonging to Fort Loyalty 1 MWR Fund in the data view IMETS Console 1 1 Steele Drew File Action View Tools Help Debug 5 x All Funds All Programs All Departments Std NAF Numbers Employees Location Cod
84. es Standard Garrison Organization DEPOS MINMER UIC Para Line S L Std NAFI Employ Positions Reports Individuals General EE IMETS Root IMA ALF Egy Central Region Ee Organization eA Standard NAFI lf ae aL Fort Loyalty MER Mh Fund ie F Lodging Fund fae 2A Fort Respect ET av Fort Service l Ey Standard Garrison Organization AMY Unit Identification Code H E astern Region Em G5 1 702 05 LEAD EDUCATIONAL TECHNICIAN WesLCES 022F 08 2 LIJGCOGL Em G5 1702 05 LEAD EDUCATIONAL TECHNICIAN Wes LCES 022F 08 3 sLIJGCOGL Em 5 1 702 05 LEAD EDUCATIONAL TECHNICIAN Welle 9 022F 08 5 LIJGCDOGL Em G5 1702 04 CHILD DEVELOPMENT PROGRAM ASSISTANT WeeLCe 9 022F 10 3 LIJGCOGL Em G5 1702 04 CHILD DEVELOPMENT PROGRAM ASSISTANT WLC 9 022F 10 4 amp LIJGCOGL Em G5 1702 04 CHILD DEVELOPMENT PROGRAM ASSISTANT WeeLCe 9 022F 10 5 LIJGCOGL Em G5 1702 04 CHILD DEVELOPMENT PROGRAM ASSISTANT WetLCE 9 022F 10 E LIJGCOGL Lee GS 1702 04 CHILD DEVELOPMENT PROGRAM ASSISTANT WesLCES 022F 10 7 SLIJGCDOGL 4 Page 4 1 m o1 Records 1 555 of 555 Central Region 4L Fort Loyalty 7 MA Fund 5 Ler V C 0030 02 SUPY SPORTS SPEC Lee YB 02 02 SUPY EDUCATION AND TRAINING TECH ep GS 0303 06 ADMINISTRATIVE SUPPORT ASSISTANT Ue NF 1 701 04 SUPY CHILD DEVELOPMENT SERVICES DIF Lee YA 701 02 SUPY CHILD DEVELOPMENT SERVICES DIF ee GS 1 O1 09 EARLY CHILDHOOD TRAINING amp CURRICULUM SP
85. ession until they are changed by clicking on the define filter button and editing the settings 6 2 Exporting Data Another useful tool that IMETS provides isthe ability to export data from any of the views into an Excel document ortext document Thiscan be used in conjunction with filtersto export just the data you All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 93 need out of IMETS The Export feature is available in all IM ETS views The Export List hot button is displayed in the toolbar Export List Fig 6 5 Export List hot buttons Steps to Export Data L oy 6 7 Use the context tree to navigate to the level of the tree to be reflected in the Export and select the view to export such as positions oremployees Define any filters if necessary Forexample only export NAF employees When the data in the display window isthe data to export click the Export List Button Navigate to the location on the hard drive to save the file Entera File Name Select the Save as type csv Click Save I xd Save in METS DATA x a O Recent 2 Desktop My Documents p My Computer S Local D Desktop CD Drive R O Shared Documents So as My Network Places O CYS_HH Download from IXUS O queries g G UserMigration a My Documents My Computer K File name a i TETEA Save as ty
86. f the Create New NAF Fosition or Select Existing MAF Position buttons zl Help Cancel Back ext gt Finish Fig 3 29 UFM Conversion Wizard Browse for Position Browse for METS Context H oP oF a ar a ag a m Para JF Para JG 3 AE Para JH ABE Line 01 G OF Line 02 OF Line 03 OF Line 04 OF Line 05 Oe Line 06 i oe rh oF of 0 Me PP m 1 ou qu Fig 3 30 Browse for Position UFM Conversion Wizard Task Complete gt l JODPC MwA Remark Codes Jaw Youth Services Authorization AM Youth Services Authorization Cw Child Development Authorization Ka Other MA Authorization Specify which MDEP funds this position APF position has been associated with a NAF position Moved the employee to the selected NAF position Marked the APF employee as InActive Marked the APF position as UFM Converted Flease specify which MDEP will fund the NAF position and selectthe appropriate WWR Remark Code Click Finish to cammitthese changes or Cancel to revert back to the original values and exit this wizard Help Cancel lt Back Hest gt Fig 3 31 MDEP and MWR Remark Code All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 12 When Create New NAF Position is used IMETS will create a new postion record The position rec
87. g 2 1 Fig 2 2 Fig 2 3 Fig 2 4 Fig 2 5 Fig 2 6 Fig 2 7 Fig 2 8 Fig 2 9 Fig 2 10 Fig 2 11 Fig 2 12 Fig 2 13 Fig 2 14 Fig 2 15 Fig 2 16 Fig 2 17 Fig 2 18 Fig 2 19 Fig 2 20 Fig 2 21 Fig 2 22 Fig 2 23 Fig 2 24 Fig 2 25 Fig 2 26 Fig 2 27 Fig 2 28 Fig 2 29 Fig 2 30 Fig 2 31 Fig 2 32 Fig 3 1 Fig 3 2 Check NAFI Table of Rgures OJON FOL ING POM cil acins at soinaunadas wecaaistn oda satadtandecavigaesou landmines gee Mhasdaamuuan un nacaigeamuncnareaueneal 4 IME ACOD Sat va bnceieaeieesa en aaarnane A AA EAEE tines gosteutunmuaaseat sana 4 Standard IMETS Inte faC e irr cir ctesccsswsiactew vert anenicevwictcmaswetncaewsbewedomatcsiuendadauvarkavee Pate eassecelucmeun 5 COMTEX WES mocna a A A 6 DISD ay Pa Ne anaana sawansat np eeraaianiaaonte 7 Manning Document CONFOMNANCE 1 ecccccccccssssssseeeeeeceeeaeesseeeeeeeeeeseueeasseeeeeeesssaaaseeess 8 Manning Document CONFONNANC C eccccccccssssssssseeeeeceeeesssseeeeeeeeeeeeseaasseeeeeesssssaganeees 9 IMETS Icons Diagram should be viewed IN COUOL ceseeseeeeeeeeeeeeseeeseeeeeseeeesaeees 13 POSUONS VIEW eiiean nen one De I ae en nee ene Nn PO PN ON Se 14 Postion Record General Tal DO ssssssssssssnsnnsnnsnnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 15 Poston Record Details laD dences a a a A a a A EA AAT 16 Position Record Additional INFO TAD ssessssssssssssnsssssnssrnnrnnrnnrrnrnnrnnrnnrrnnrnnrrnrrerens 17 PO S
88. h mamage should the name fields Last Name First Name Middle Name be edited Name changes here will be reflected in Oconnor Stacy allassociated IMETS records Generational Qualifier Le JF II Associated with Installation displays what garrison the individual belongs to Thismay be changed if Associated with Installation Fotka oe ICR ei Piers ution teruie Emai stacy cconnor us army mi Email and Phone fields provided places for IMETS users to store contact information forthe employee Phone 703 111 1111 This data isnot imported from an extemal source M Active Record The Active checkbox may be checked or unchecked depending on an individuals status Lest Linckte 73 Jul 2004 111247 PM IMETS will not allow an individual record to be marked asinactive if there isactive employee data in the system OF Cancel Apply Fig 2 25 Individual Record General 2 Personal Info Tab XJ The Personal Tab contains for following employee data General Personal Into Employee Data Additional Info Street Address City e Home Address f Pine Street Anytown r Sex State ip Code Flus 4 Jex a 9999 T f Male f Female Social Sec unty Number e Date of Birth Identification 1 Type SSH ID Jooooooo00 This data can only be seen if a userhas been specifically granted rights to see sensitive data Otherwise these fields will not retum data Identification 2 Type Jo ID FO
89. h the SGO view to display data by any of the following cntena duty title employee name position type pay plan grade senes functional group function and or conformance Data may be sorted by any of the columns within the view by clicking on the column header field e Duty Title This column lists the positions duty title It can be changed to something different from the postion title in the position view e Employee This column showsthe employees name or lt Vacant gt if the position isempty e Grade This column displays position pay plan and grade e Occ Senes This column displays position occ senes e Functional Group Thiscolumn displays the functional group that the position belongsto A functional group encompasses multiple program codes from the same organizational element e Function This column displaysthe function asdetermined by the program code e Region This column displays the region name e Gamison This column displays the gamson name Here isan example of what the SGO View looks like in IMETS General Reports Positions Employees Individuals DCPDS MINMER Location Codes Std NAFI Numbee Standard Garrison Organization ey BUSINESS MANAGER Martinez Timothy NF O3 1101 Recreation Recreation Centers And Or Rooms HC Central Region Fort Loyalty nh RECREATION AID Ramirez April NF 01 0185 Recreation Recreation Centers And Or Rooms HC Central Region Fort Loyalty D RECREATION AID Simmons Te
90. he message Es I No conflicts General Additional Info DCPDS MINMER Position e The manning document hasbeen updated to match Referenced MINMER Record MinM ER Pay Plan NF Occupational Seres 1601 General Facilities and Equipment Series 7 Click OKto close the window ede tid Pay Rate 0 00 Hrs Per Week a0 x Establish Reference Remove Reference Print INMER Record Refresh TD Place a checkmark on each item to syncronize Manning Document data with MINMER G2 Fig 3 5 Employee Properties MinMER Tab All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 41 3 4 Conflic t Resolution Tool The Conflict Resolution Tool CRT isaccessible from the Employee View only It will update any conflicting fieldson the manning document to match data with DCPDS or MinMER and assumes those stems are conectand curnent Onan established Manning Document the CRT would rarely be used if ever The CRT is most commonly used fornewly established Manning Documents or mass changes such asa Standard NAFI change or UIC Change atan installation IMETS Console 1 1 Steele Drew Steps to using the Conflict Resolution Tool File Action View Tools Help Debug All Tasks Conflict Resolution Tool 1 Select Action from the drop down menu All Tasks Conflict Resolution Tool Properties All Departments Refresh F5 Export List aS Organization
91. indow The following tasks may be preformed e Edit the title This field may be edited at anytime Any changes will be reflected in the standard NAFI branch of the context tree e Adda New Department Use the Add button to add new department codes to the Standard NAFI For screen shots see section 5 5 steps 4 through 7 Inactvating Location Codes 1 From the Std NAH View double click the Standard NAFI to inactivate Each NAFI in the location to be inactivate need to be inactivated 5 Uncheck the Active NAH check box And click OK 4 Go to the Location Codes View and double Click the Location code to edit 6 In the location code properties window uncheck the Active box to inactivate the location code Location Code Properties 5L LIBRARY xX General Additional Into Installation Code sp Fort Duty Fund Code f MWA Furnd Frogram Code HA Libraries Location Code and Title 5L LIBRARY Department Codes Whe Fi Miscellaneous at G1 Administration one GF Expanded Operations ne GL Demo Resources US4 for MA I Active OF Cancel Apply Fig 5 16 Location Code Location Code Properties MAFI Properties S01 HA SLFI xX General Details Additional Info Installation Code sp Fort Duty Fund Code fi WWA Fund Fragram Code HA Libraries Location Code 5L LIBRARY Department Code Fi Miscellaneous Assigned to Activ
92. ing an organizational activity within a facility Activity recordsin IMETS are managed by the installation Activities make up Facilities Activities records may have multiple departments 1 General Tab Activity Properties Central Child Care Center General Additional Info Contact Info Acchrvity Hame Central Child Care Center Facility Blda 242 Fort Duty Main Post Associated Location Code SD1JGRR Rughiatz Departments _Department Code o ode a ue ie Fart Day Preschool POPS fan 73 Full Day Care Remove te T4 Hourly Care we TD Food Frogram Awe 82 Property Operation Maint and Eneray x V Active OF Cancel Apply Fig 4 8 Activity General Tab 2 Additional Info Tab Activity Properties Central Child Care Center General Additonal Into Contact Info Fig 4 9 Activity Additional Info e Activity Name The name ofthe activity is displayed here e Facility This field displays facility type and number as well asthe military community name the activity belongs to e Associated Location Code This field displays Location Code and description e Department This section displays a list of departments that make up an Activity There are Add and Remove buttons to Add and Remove departments if necessary e Active This check box will toggle the active status of the Activity The default is set to Active The Additional Info Tab is used to create C
93. ismade to a position J Olson qrr 2006 1 05 59 PM Paragraph changed from UBC to JG record e Entnesin the History tab cannot be deleted by any user There isa print button allowing the History data to be printed History Events 4 Print Refresh OF Cancel Apply Fig 2 6 Position Record History Tab All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 18 5 UFM Tab APF Positions Position Properties GS 0030 09 SPORTS SPECIALIST MMA Remark Codes NAF positions receiving appropriated fund support Add Remove Caroi asc _ Fig 2 7 Position Record UFM Tab Position Properties GS 0030 09 SPORTS SPECIALIST General Details Additional Info UFM History Advanced Specii which MDOEP funds this position OYDR MWR Remark Codes kw Other MWR Authorization MAF positions receiving appropriated fund support La WLCES JH 01 1 SPORTS SPECIALIST Add Remove OF Cancel Apply Fig 2 8 Position Record UFM Tab APF Position Unconverted Here isan example of an active APF position The M DEP field is active The MDEP can be selected or changed by using the drop down menu Since the position has not been converted all other fields are grayed out APF Position Converted Here isan example of a APF position that has been converted The MDEP isselected
94. ity p Browse For lear Actrvity caret j _ Fig 5 17 NAFI Properties All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil Section 6 Data Analysis Methods 6 1 Filtenng Data All data shown is fictional Manual best viewed in color Please send comments orcorections to Rachel s kennedy naf mail mil 91 IMETS contains filters which allow usersto view data which meet specified cntena identified by the user Forexample ifa user wanted to only view NAF records or records froma specific occ senesa filter makes this possible Filterscan be created from any view in IMETS The filter hot buttons are displayed in the toolbar T Define Filter Apply Remove Filter Fig 6 1 Filter Icons Using Alters 1 To Create a Filter select the Define Filtericon to create a x filter the Filter Creation Window launches Criteria Filter items that match these criteria 2 Any number of fields may be filtered simultaneously Field Condition F Employee fany 3 Filterable fields are listed in the first column Field Condition l Position T 7 4 Condition options are listed in the middle column in drop a down format There are different condition options fie Condition Value available depending on which data field is being filtered Poston Status fers Hl F Field Condition Value
95. lag1 ok aa Apai IMETS Admin Revie w Fig 2 14 Employee Record Additional Info Tab If this flag is checked it will alert the IM ETS Administrator that assistance is needed with the record Add remarks in the Details Tab to let the Administrator know what the problem is 3 DCPDS and MinMER Tabs xj The DCPDSTab and MinMER Tab display the referenced DCPDS or MinMER Record General Additional Info OCPDS MINMER Position The Establish Reference button will associate the employee record with it s DCPDS or MinMER record is a relationship doesnot exist Referenced OCPDS Record Position Seg Num 997166 UIC WeLCES MBCP USA GARRISON FT LOYALTY The Remove Reference button will remove the T relationship to the MinMER or DCPDS record Position Type MAF eal The Conflicts section will display any conflicts that Establish Reference Remove Reference Print may exist between the MinMER or DCPDS record and the employees position data Placing a checkmark Contlicts with DCPDS Record Refresh next to a conflict and clicking OK will update the DEPOS position record data to match the DCPDS or MinMER Grade 03 04 Record data For more on resolving conflicts see Section 3 3 Place a checkmark on each item to eyncronize Manning Document data with DCPDS OF Cancel Apply Fig 2 15 Employee Record DCPDS MinMER Tab All data shown is fictional Manual best viewed in color Please send comments
96. lan gt O position in it is not possible to create a new position at Ti osition Title the region level of the tree o Occ Series aa Unknown X 2 Click from the toolbar Position Status Appointment Catagory Hours Sch d per Week 3 A blank Position Properties window will appear Fill in all applicable fields on the General Tab and the Details Tab click Apply Employees Displaying 0 of 0 employees Employee Conformance e The Add Employee button becomesactive after clicking Apply 4 Click Add in the Employees window an Employee Pro pe rties window a ppea fs I Display Inactive Employees 5 Type the first few letters of the lastname and click Check Name OK Cancel Apply Fig 3 15 Position Properties New Position Employee Properties New Employee i x e Hint enter the first letter of last na me followed by General Additional Info DCPDS MINMER Position the last 4 of social secunty number SSN fora more positive name selection UIC ParaLine fiyLOD6 HA 03 Subline 1 NAF Position NF 1410 04 LIBRARIAN e If more than one name is found a pick list will allow the userto select the corect individual 6 Add the appropnate individual from the list and click Apply Individual Crap RS 7 The full employee name should now display in the I Active Employee Prefix none individual field The name should be undenined Remarks indicating that the name isa recognized IME
97. loyee recordsat any time It is possible fora person to have multiple employee records Ifa person isa dual employee they will have an employee record foreach of theirtwo positions Or if a person leaves one position in the organization for another position in the same organization they will have two employee records one active employee record and one inactive employee record 1 General Tab UIC Para Line Displays the UIC paragraph line xj subline and position type APF or NAF of the position the employee occupies General Additional Info DEPDS MINMER Position Position C lic king the link will launch the position UIC Fara Line WRLCES AO 02 Subline 1 MAF S Sn properties of the position the employee occupies The field displays the full postion title inc luding the Position NF 0203 03 ADMINISTRATIVE ASSISTANT position type series grade and title Individual Stevenson Haire Individual Clic king the link will launch the individual properties of the individual the employee record is associated with The field displays the individual M Active Employee ik Prefix none bd name Remarks NEA rererere VEEE Active Employee If this check box is checked the LWOP Leave without pay Po employee isconsidered active and will display by FURL Furlough default in the employees view and display in the employees section of the position record When an Conformance employee leavesa position this
98. m of 1 All data shown is fictional Manual best viewed in color Records 1 314 of 314 WALCES ERMAL 224 1 WeLCES EMCL 23 3 WALCE 446 05 1 WeSLCE 3 022F 06 2 WeLCE SJG 19 1 WALCES EMAL 12 1 WeLCES TD O4 1 WeLCES EMCL 22 4 WSLCE 9 1 35C 01N 1 WeLCE 3 LQ 02 1 WALCE S HE 03 4 WALCE S JG 05 5 WALCE S KMAL 20 2 WwWLCES AU 04 1 WALCES LO O 3 WesLCE S 023 03 1 WALCESJG O 15 Employees View ALIRMALTS LIEMDLI LIJGCOGL LIJGCOGL L1EMBLI ALIRMALE SLITDYSG1 LIEMDLI ALIPCCYGL LILUGCG LIHESPGL LIJMYPGL SLIRMALOT ALIRUMEGL SLILQGCH1 LIHESPGL LIGLLE G Congruent Records Employee has no reference ta DCPDS 1 Congruent Records Congrent Records Congrment Records Congruent Records Congrment Records Congruent Records Congruent Records Congrment Records Congruent Records Congruent Records Congrment Records Congruent Records Congruent Records Congrment Records Congruent Records Please send comments or corrections to Rachel s kennedy naf mail mil 22 2 6 Employee Records Contain detailed data which represent an employee on the Manning Document An employee record iscreated when a MinMER or DCPDS record is associated to a position Employee recordsare never deleted from the system but simply inactivated when an employee leavesa position By default only active employeesare displayed in the Employee View A filtercan be used to view inactive emp
99. n a pay plan IMETS Root the start of the context tree Individuals Record represents a single person that exists in the database Individuals View Lists active and inactive Individuals records within the current context Isauto populated as DCPDS and MinMER recordsare imported into the system J Job Number All data shown is fictional Manual best viewed in color Please send comments or corections to Rachel s kennedy naf mail mil 108 DC PDS View lists DC PDS records being imported into IMETS within the current context Department C ode L Location Code two digit alpha numeric code which is part of the standard NAFI number Assigned by the installation and used to identify an activity Location Code Record Contains detailed data related to a specific location code Location Code View Lists Location Codes within the Current context and isprimarily managed atthe gamison level LDP Leader Development Program Line Used to sequentially number positions within the same paragraph on the manning document LN local national M Manning Document Document which lists position data for all authorized positions vacant or encumbered Manning Document Conformance percentage of manning document data that matches DCPDS and MinMER Manning Document Module module which contains the views records and tools needed to directly manage and maintain the MWR Manning document Manning Document Wizard MDW
100. n or even region wide Using the Scope 1 The Scope button can be found directly above the context tree By default it disolays All Fund All Programs All Departments 2 Click the Scope button to edit 3 The IMETS Data Scope window launches e Funds The scope can be set to display a specific fund e Programs The scope can be set to display a specific program orprogram group e Departments The scope can be set to display a specific department ordepartment group e Agencies The scope can be set to display a specific agency x Funds 36 All Funds o Aw F Hot i Programs ES All Programs P Not Departments E All Departments P Not Agencies IMETS Console 1 1 Steele Drew Fie Action View Tools Help Debug ara Maca a All Funds All Programs All Departments Flay Central Region 28 Organization Standard NAFI ae XL Fort Loyalty fig 1 MWA Fund ffi F Lodging Fund Bt XA Fort Respect O HAT XW Fort Service We Fig 6 9 Scope Button Your last login was Sep Army Lodging Fund ALF Intallation Management Agency lhlA Fig 6 10 Data Scope All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 96 4 5 We select Child and Youth Programs from the program group and click Apply The Context Tree refreshes and the Scope Button now reads All Funds Child and
101. n will not be added to the Manning document Position Properties New Position General Detaile Additional Info UFM History Position Type NAF Pay Flan NA Grade o4 Position Title cook Qee Seres 7404 Cooking Position Status Appointment Catagory Hours Sch d per eek Active x RPT hal Employees Displaying 1 of 1 employees Employee Conformance B Wag Congruent Records Add Remove F Display Inactive Employees Fig 3 14 MDW Position General Tab 45 3 7 Adding Positions New positions should be created in IMETS with care to avoid creating duplicate On an established MWR Manning Document the create New Position function should only be used when a new postion Is created atan installation through the proper FMD and CPO channels Important information pertaining to Positions e Positions will have MANY employees overtime e When a new employee comeson board it is usually into a pre existing position All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 46 e Not necessary to create new positions foreach new employee IMETS is designed to use the same positions to track history Steps to Add ing a New Position Position Properties New Position x General Details Additional Info History 1 Drill d own to the appropria te gamison to create the Postion Type gt PayP
102. ndard Garrison Organization the SGO record belongsto It isalso possible to place a check mark next to the field Nota Member of the Standard Ganison Organization to remove them from a functional group Employee Grade amp Rank Occo Seres Hopking Tamy Fao bn e Employee This read only field displays employee name Region Easter Region e Grade amp Rank This read only field displays the positions Grade and Rank Barson For Duty e Occ Seres This read only field displays the occupational senes of the position e Region This field displays the region the position belongsto OF Cancel Aoply Fig 2 30 SGO Record General e Ganison This field displays the garrison the position belongsto 2 Manning Document Position Tab SGO Member Properties ADMINISTRATI E OFFICER x General Manning Document Position Additional Info The Manning Document Position Tab displays data from the position record on the Manning Document Manning Document Position Name Value O OUO The Manning Document Position link underlined and UIC WSD515 U S ARMY GARRISON FT DUTY HO in blue willlaunch the position properties record for Paragraph 014 the manning document position Line Number 03 Sub Line U2 Positi The Conformance field displays the conformance of ositian Type APF Sp Fay Flan i the postion record Occupational Seres U34 Administrative Officer Series Grade Oe Position Title MANAGEMENT SER
103. nt context is displayed in the status panel IMETS Console 1 1 Steele Drew 7 Fie Action view Tools Help Debug x e mte All Funds All Programs All Departments C IMETS Root IMA ALF ve Central Region E a Organization Fort Loyalty Fort Respect Fort Service E Standard NAFI aT xL Fort Loyalty 1 MWR Fund ie F Lodging Fund fat XR Fort Respect fe XV Fort Service Standard Garrison Organization Fort Loyalty MWR Fort Respect MWR Fort Service MWR Unit Identification Code 2 W lt LCES WECP USA GARRISON FT E 2 WXRAFSE US ARMY GARRISON FOF 2 Wwe 145 U S ARMY GARRISON FOF H Easten Region General Welcome Drew Steele fi Installation Management O Employee Tracking System Your last login was Aug 31 2007 3 54PM 3 days ago Messages NOTE The names and places that appear in this application are ficticious and are provided for demonstration purposes only Manning Document Conformance SC Fort Courage ALF SC Fort Courage IMA SD Fort Duty ALF SD Fort Duty IMA SH Fort Honor IMA SH Fort Honor ALF XL Fort Loyalty IMA XL Fort Loyalty ALF XR Fort Respect IMA XR Fort Respect ALF XV Fort Service ALF XV Fort Service IMA File Import File Date Aug 22 2007 Aug 22 2007 Aug 15 2007 File Type DCPDS MinMER R Cycle
104. ntent ENE any remaining employees until employee window is WXLCE9 023J 02 1 GS 0030 09 SPORTS SPECIALIST empty Current Standard NAFI Number xLIHBSPGL 11 Usersare retumed to the Positions View The deleted Conformance position is no longer there 2 Similar Positions Ler WXLCE 9 01 3K 01 1 YC 0030 02 SUPY SPORTS Medina Dorothy SLIHBSPGL Active iis WLCE9 013K 01 2 GS 0030 12 SUPERVISORY lt Vacant gt SLIHBSPGL In ctive Fig 3 26 Relocated Employees 3 9 UM Conversion Wizard All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 51 All UFM Conversions are tracked in IMETS When an APF position is converted to NAF the UFM Conversion Wizard must be used to propery track the conversion in IMETS The IMETS UFM Conversion Wizard will e Associate the APF postion with a new orexisting NAF position e Move the employee to the selected NAF position e Markthe APF position as UFM Converted An existing position might be converted under forthe following situations e Voluntary conversion by incumbent e A formerAPF position can be converted into one or more NAF positions Using the UMM Conversion Wizard 1 To use the tool go to the Positions View and highlight the position to be converted and then select Tools All Tasks IMETS Console 1 1 Steele Drew File Action View Tools Help Debug All Tasks New Position UFM C
105. nual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 74 Lists Location Codes within the current context and is pimanly managed at the ganison level The Location Code view is visible from either the Organization Branch orthe Standard NAFI Branch of the Context tree Users can create Location Codesin this view asneeded Data may be sorted by any of the columns within the Location Code View simply by clicking on the column header field e Location Code and Title The Location Code and the title are displayed e Inst Code Lists the Installation code the location code belongsto e Fund Code Liststhe fund code the location code belongsto e Inst Code Liststhe Installation code the location code belongsto e Dept Code Liststhe number of department codes associated with the location code Status Displays if the location code is Active or InActive ARTS amp CRAFTS OFFICE OF THE MR DIRECTOR mL NO DESCRIPTION mL REGIMENTAL CLUB sL AUTO SHOP sL NO DESCRIPTION sL IT OFFICE sL BOWLING CENTER mL LIBRARY mL REGIMENTAL CLUB mL SUPPLEMENTAL PROGRAMS amp SERYICES sL CHILD DEVELOPMENT CENTER mL No Description L LEE CLUB sL NO DESCRIPTION mL NO DESCRIPTION aL NAF HUMAN RESOURCES OFFICE mL Community Recreation sL Page 1 gt Wl o1 Records 1 68 of 68 Fig 4 11 Location Code View oo Active Active Active Active Active Active Active
106. ode and installation code title are displayed here Fund Code This field disolays the Fund Code and description Program Code This field displays Program Code and description Location Code This field disolays Location Code and description Department Code This field disolays Department Code and description Assigned to Activity This field isthe activity the Standard NAFI is assigned to if any In addition to the Activity Title the post name and building number are also displayed There isa Browse For button to add a new activity association and a Clear Activity to remove an Activity association Active This check box will toggle the active status of the Standard NAFI Record The default isset to Active Fiscal Years in Service This section displays which years the Standard NAFI hasbeen in service This data is based on actuals from SMIRF Agency Association This section displays which Agencies the Standard NAFI number is associated with All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 78 Oe ee XI the Additional Info Tab is used to create Custom Fields Custom Fields can be used to record and track unique information used by the local installation There are several different types of fields available Text Fields Numenic Fields Name Fields Date Fields Yes No Fields General Details Additional Into There ar
107. omments or corrections to Rachel s kennedy naf mail mil 6 A message window appears stating that the Location x Code title was used asthe Ac tivity name If also informs i The Location Code Title was copied as the Activity s Name You may edit the Activity name if desired the userhow many department codes were automatically J9 added to the activity Any department codes within the location code are automatically added to the activity 7 Departments are available to this Activity and they have been automatically added Use the Remove button to clear any unwanted Departments Fig 5 4 New Facility Location Title Message Activity Properties MULTI CRAFT 45 x 7 The userisretumed to the Activity Properties window Itis possible to edit the Activity name or remove departments General Additional Info Contact Into if necessary Click OK Activity Mame MULTI CRAFT 45 Facility Bldg 108 Fort Duty Main Post Associated Location Code 50114645 MULT CRAFT Departments Add Arts and Crafts Materials Woodworking Remove Multi Crafts Engraving Shop Administration x W Active Cancel Apply Fig 5 5 New Facility Activity Properties 8 The userisretumed to the Facility Properties window It is Facility Propere e ana i xj possible to add move activities if necessary Click OK to Blogs General Additional Info Type Name Number Bldg fios Street Address Main
108. on must have a Standard NAFI assigned The Std NAFI may be entered into the field and then venfied by clicking Check NAFI orthe Standard NAFI can be selected by clicking the Browse for NAFI button This field iscompared against DCPDS and MinMER data and if itdoesnot match the position will be marked with a conflict e Job Number This field isnot required however if data is input it willbe compared against DCPDSand marked asa conflict if itd oesnot match e LDP Drop down menu allows user to select LDP designation This field is only visible on NF 4 or NF 5 position records e Funded By Not shown above Drop down menu allows users to select Funded By source APF or NAF for LN position record e Pay and Benefits This data is displayed only if the useraccount has access to sensitive information e Remarks This section is available to type any notes about the position Once notes are entered they are visible by any other user with accessto the record All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 17 3 Additional Info Tab amp Custom FRelds Position Properties NF 0030 03 SPORTS SPECIALIST x Custom Fields Custom Fields can be used to record and track unique infomation used by the local General Details Additional Info LIFM History ganmison There are several different types of fields available Text Fields Numeric
109. onal Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 30 2 10 Individuals View Lists active and inactive Individuals records within the current context Is auto populated as DC PDS and MinMER records are imported into the system Records may also be manually created Containsa listing of individuals persons associated within the curent context A person can have referencesto many employment records useful foremployment history Added to IMETS but only once per unique social secunty number from DC PDS and MinMER or may be added manually Missing referencesand conflicts with DCPDS and MinMER are easily identified using eitherthe iconsorthe conformance column Filters may be used in conjunction with the Individuals view to display data by any of the following cntena Employee Name or Manning Document Conformance Data may be sorted by any of the columns within the view by clicking on the column header field e Individual column Individual name is listed Last name First Name MI e M D Refs Showsthe numberof placesthe individual is referenced on the Manning Document e Employee Comments Displays conflicts if any against the Manning Document DCPDS or MinMER eww General Reports Positions Employees Individuals CFDS MINMER Location Codes Std MAFI Numbers Standard Garrison Organization Individual M D Refs Manning Document Conformance Ba B Adame Chris
110. onversion Wizard UFM Conversion Wizard Properties se Refresh F5 e Right clicking on the selected position will also give Export List the option to begin the UFM Conversion Wizard aa Organization Standard NAFI fae xL Fort Loyalty 1 MWR Fund ee HA Libraries n HB Gym Phy Fit Aqua Trng amp th Equip Chk General Reports Positions Employees L NF 1701 02 CHILD amp YOUTH SERVIC Cp NF 701 03 CHILD amp YOUTH SERYVIQ Re NF 0189 01 RECREATION AID Rp NF 0189 01 RECREATION AID Rg NF 0030 03 PROGRAM MANAGER G5 0050 11 SPORTS DIRECTOR Fig 3 27 Launching the UFM Conversion Wizard 2 The UFM Conversion Wizard launch with an information window Click Next place during this conversion process Associate the APF position with a new or existing MAF position Move the employee to the selected NAF position Mark the APF position as UFM Converted Click Mext to continue or Cancel to exit this wizard Help Cancel UFM Conversion Wizard p The AFF position you have selected tor UFM conversion is encumbered with an active employee The following steps will take Ernish Fig 3 28 UFM Conversion Wizard All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 52 3 IMETSgivesthe choice Create New NAF Position or Select Existing Position
111. operties window will Referenced DEPOS Record launch No reference established Establish Reference Print 3 Select the tab that is missing the reference and click Conie i DEES Record zah Establish reference e Byclicking Establish Reference IMETS is searching DCPDS or MinMER records fora possible match e _ tisalso possible to resolve conflicts by going to the Employee View and clicking o the employee record directly Remove Reference Place a checkmark on each item to syncronize Manning Document data with DCPOS OF Cancel Apply Fig 3 9 Establish Reference x 4 IfIMETSfindsthe appropnate position select it amp click OK Hana Doce ern ead l i UIC Para Line WXLCE9 022F 08 Subline 2 APF e inthe lowerhalf of the window IMETS displays any seat Position 65170205 LEAD EDUCATIONAL TECHNICIAN conflicts that will occur after establishing the nae aoe eg LEAD EDUCATIONAL TECHNICIAN reference If conflicts occur it will be necessary to Individual Alexander Sonia C lt SCStS resolve conflicts after establishing the reference DCPDS records for Alexander Sonia gt TIMED cannornnd a Coresponaing recor Postion Conformance E GS5 1702 05 LEAD EDUCATIONAL Employee has no reference to Mannin a Double check that the employee is still active If the employee is new it may not yet have been entered into Coniicts between Manning Document and selected DCP
112. or conformance Data may be sorted by any of the columns within the view by clicking on the column header field e Employee column Employee name is listed Last name First Name MI e Position column Position is listed as Pay Plan Senes Grade Job Title e Std NAFI column Showsthe positions Standard NAFI Installation code Fund code Program code Location Code Department Code e Conformance Displays conflicts if any against the Manning Document or MinMER General Reports Positions Employees Individu DCPDS INMER Location Codes Std NAFI Numbers Standard Garrison Organization Employes Poston i Sdan Pos Type E Adame Christine NaF 420 03 WAITER WSLCES SLIEMALTS NAF Congment Records Et Alexander Janice CC 1702 02 LEAD CHILD amp YOUTH PROGRAM ASSISTANT LEVEL 5 WALCE SLIHBSPS1 NAF Position conflicts with DCPDS Alexander Sonia GS 1702 05 LEAD EDUCATIONAL TECHNICIAN WeLCES SLIJGCOGL APF Congrment Records Ea Alen Jorge HA 7404 04 COOK wWLCES sLIKMBLI1 NAF Congruent Records E Anderson Karen NF 0189 01 RECREATION Alp WSLCES amp LIEMALET NAF Congrment Records Andrews Grace NF 0701 04 VETERINARY MEDICAL OFFICER WeLCEQ SLITDYSG1 NAF Congrment Records E Armstrong Melanie NF 0189 01 RECREATION AIL wWALCES SLIHBSPGL NAF Employee has no reference to Manning Doc Arnold Alexander NA 7404 06 COOK WSLCES SLIEMDLI T NAF Congrment Records Arnold Jessie MF 0301 04 CS FUNCTION
113. ord will be Position Properties 0030 SPORTS DIRECTOR l x automatically populated with as much infomation as l possible from the APF Position however certain fields will still need to be completed manually General Details Additional Info UFM Hisis Position Type NAF Pap Flan Grade e As gn a pay plan by clicking the drop down Position Title menu then entera grade SPORTS DIRECTOR cc Series e ClickOK 0030 Sports Specialist Series Position Status Appointment Catagory Hours Sch d per Week 13 The Wizard will prompt to assign an MDEP Code and MWR Active RFT 40 Remark Code select from the pick lists and click Finish Employees Displaying 1 of 1 employees 14 Users will be retumed to the Positions View the UFM Conversion iscomplete E Smith Angela Employee has no reference to DCP 15 The APF position that wasconverted now showsa status of UFM converted with an employee count of 0 These positions are not lost ordeleted from the IMETS database Add Remove Display Inactive Employees 16 The new NAF position now appears filled by the employee from the converted APF authonzation OF Cancel Apply Fig 3 32 Position Properties Position IC Para Line S L Std NAF Employees Status SN Pos Type x 5 0030 11 SPORTS DIRECTOR WeLCEIJH O6 1 sLIJHRSGL oO UFM Conversion Cis NF 0030 04 SPORTS DIRECTOR WeSLCEAJA O6 1 ALTJHLSBa Active
114. ositions in IMETS can be created directly from DCPDS and MinMER data Missing referencesand conflicts are easily identified using the icon orthe conformance column Filters may be used in conjunction with the Positions view to display data by many different cntena such asemployee position type position status UIC para line pay plan senes grade position title appoint cat Std NAFI employee count attribute flags conformance job number UFM MDEP and or LDP Data may be sorted by any of the columns within the view by clicking on the column header field e Position column Position is listed as Pay Plan Senes Grade Job Title e UlC Para Line S L column Showsthe postions UIC Paragraph Line amp SubLine number e Std NAFI Lists the standard NAFI assigned to the position e Employees Indicates ifthe postion isfilled ornot 1 lindicatesthe postion is filled 2 QOindicated the postion isvacant e Status Displays if the position is Active Inactive or UFM Converted e Pos Type Displays if the position is NAF APF or LN e Conformance Displays conflicts if any against DCPDS or MinMER ee wa General Repa ployees Individuals DCPDS MINMER Location Codes Std NAFI Numbers Standard Garrison Organization Position UIC Paring SL Std NAFI Employees Statues Pos Type Conformance Hee NF 0189 01 RECREATION AID LIFEGUARD Ue NF 0189 01 RECREATION AID Lee NF O189 01 RECREATION AID Cer NF 0189 01 RECREATION
115. oyee in the Postion Properties window the Employee Properties window will launch e tisalso possible to resolve conflicts directly form the Employees View DCPDS View MinMER View or Individuals View Employee Properties Jimenez Juan 3 Conflicts if any are displayed in the DCPDStab MinMER tab or both General Additional Info DCPLE Referenced MINMER Record 4 Selectthe MinMER tab or DCPDS tab The MinMER or DC PDS record data displays atthe top and the conflicts Pay Flan NF are listed below Oecupational Seres 1601 General Facilities and Equipment Series Grade 04 a Pay Aate 0 00 e Inthe example the MinMER lists the positions occ Hrs Per Week a0 xl seriesas 1601 while the series is 1173 on the Manning Establish Reference Remove Reference Pririt document Conflicts with MINMER Record Refresh 5 Select which conflicts to resolve by marking the MINIER APPIO PIATE CAES OPRAC Se APEN ag 2 Occupational Series 1601 General Facilities 1173 Housing Manag e The user must FIRST detemine the conflict cause If the manning document is incorect then a check may be Place a checkmark on each item to syncronize Manning Document data with MINMER placed in the field to sync with DCPDS or MinMER If the DCPDS MinMER data is incorrect then established procedures to update those extemal systems must be followed Fig 3 4 Employee Properties MinMER Tab 6 Afterclicking apply the window will display t
116. oyees Employees may be added and removed here aswell All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 16 2 Details Tab NF 0030 03 SPORTS SPECIALIST xj Position Properties General Details Additional Info UFM History UIC weLCES US ARMY GARRISON FT LOYALTY Paragraph JH Line Number o Sub Line 1 Std NAFI MLIJHLSGL Check NAFI Browse for NAFI Job Number AM 410 Pay and Benefits Pay Rate a Remarks Budgeted Annual Payrate Budgeted Annual Benetits OF Cancel Apply Fig 2 4 Position Record Details Tab UIC Drop down menu allows user to select UIC existing within installation This field iscompared against DCPDS data and if itdoesnot match the position willbe marked with a conflict Paragraph Line Number User may edit these fields to assign the appropnate paragraph and line number If the DC PDS record contains Para and line data it willbe compared against these fields Sub Line The Sub Line is automatically assigned as 1 unless there are more than one position with the same para and Line If more than one position with the same para and line exist IMETS will automatically assign the next available sub line To adjust the order of the sub lines click on the Sub Line link and using the arrows to move positions up or down in the numbenng sequence Std NAH Each positi
117. pe Text Tab Delimited txt 7 Cancel Places 4 Fig 6 6 Save As Save in METS DATA e a e Desktop My Documents on Sr My Computer K File name FtLoyalty_NAF_Employees_B gt b S Tota Save as type Text Tab Delimited txt 7 Places Text Tab Delimited txt Text Comma Delimeted csv Fig 6 7 Save As File Type 6 2 Exporting Data cont 8 Navigate to the place on the hard drive where the export file was saved then open it All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 94 EJ Microsoft Excel FtLoyalty NAF Employees _B cs _ o x pa File Edit View Insert Format Tools Data RoboPDF Window Help Type a question for help 2 X e W Bald OivGls ae Ji9 M Bz 2ieoO Bisi S gt Salae o A amp Banat a gt a Bg Qed We Reply with Changes End Review z Heep oF B20 fe A 8 hC E EE J 1 Employee Fosition UlC Fara Line S L std MAFI Fos Type Conformance 2 Bailey Martha MF 0189 01 RECREATION AID VWALCES HB OS 4 ALIHBSPGL NAF Congruent Records 3 Baker Daniela CC 1702 02 CHILD amp YOUTH PROGRAM ASSISTAR VVWALCES J6 05 5 ALIIJMYPGL NAF Congruent Records Baker Laura MA 405 05 BARTENDER WALCES KMAL 2O 2 ALTKMALOT NAP Congruent Records Baldwin Christian MF 1035 05 PUBLICITY ASSISTANT WALCES RU O4 1 ALIRUMEGL MAF Congruent Records 6 Banks
118. playing 1 of 1 employees Refresh Employee Conformance Haynes Bonnie Congruent Records Add Remove Display Inactive Employees OF Cancel Apply Fig 2 3 Position Record General Tab Position Type This field is set when a position is created and once setcan not be changed Pay Plan Thisdrop down field can be changed and data iscompared against both DCPDS and MinMER Grade This field can be changed and data is compared against both DCPDSand MinMER Position Title This field can be changed and data iscompared against DCPDS The position title isnot contained in the MinMER File Occ Seres This drop down field can be changed and data iscompared against DCPDS Position Status This drop down field can be changed to Active or InActive If the positions is marked InActive it will not by default appear in the positions view To view inactive positions use a Filter Appointment Category This drop down field can be changed to RFT RPT FLX RFT Limited Tenure RPT Limited Tenure RFT Sea sonal RPT Seasonal Data iscompared against both DCPDS and MinMER e Hours Scheduled PerWeek The number of hoursan employee is scheduled per week is entered here IMETS will not allow a value greater than 40 e Employees This section will display employees curently occupying the position By default only Active employees will display To view inactive employees tick the check box Display Inactive Empl
119. ppropnated funds NAF forthe purpose of providing MWR services using NAF rulesand procedures UMM Conversion Wizard tool that will convert APF postions to NAF and reassign affected employee records Unit Identification Code UIC A six digit alphanumeric code used by the Department of the Amy DA to identify an organization within the MACOM Unit Identification Code Branch The Unit Identification Code Branch of the context tree will disolay data by UIC W Welcome Screen shown when a user logs into IMETS and displays Personal Greeting and last login information Manning Document and Last data import date and time display data by Standard NAFI Standard NAH Number Record Contains detailed data related to a specific Standard NAFI Number All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 109
120. purpose of this manual isto provide all IMETS users regardless of access level a basic understanding of the tasks that IMETScan perfom and how to complete those tasks Passwords IMETS isa web delivered application that requires both authonzation and authentication It isa member of the MIS application suite delivered from the MWR MIS Portal Permissions and credentials usernames passwords etc willbe assigned maintained and managed by FMRC Information Management FMWRC IM Access willbe granted only afterthe appropnate information is provided to and vetted by FMWRC IM FMWRC FM and regional points of contact as listed in the IMETS Standard Operating Procedures SOP Users will only see gamson and orregion data that theiraccount hasaccessto Support For online IMETS training vist the MWR Academy online at http www mwraonline com The training is available to all users who register Fortechnical support and non technical manning document and Uniform Funding Management UFM questions contact imets fmwrc amy mil On site assistance may be required in certain instances and can be made available as needed Additional support frequently asked questions current SOPs training documents and UFM Briefings can be found online at http www amyufm com All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil Section 1 IMETS Access and Layout All data
121. red to outside data sources so there is no need forconflict or disconnect flags tip Military Community Icon Facility Icon ae his Activity Icon Panu li Location Code Icon iF HE Standard NAFI Icon 4 3 Miltary Communittes View All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 67 Lists Military Communities within the current context and is pihmanly managed atthe ganison level The Military Communities view is visible from the Organization Branch of the Context tree Userscan create Military Communities to represent the geographical location s of an installation Data may be sorted by any of the columns within the Military Communities View simply by clicking on the column header field e Military Community The title of the Military Community is displayed e Installation Displays the title of the gamison the Milita ry Community belongsto General Reporte Positions Employees Individuals DCPDS MIN MER Location Codes Std HAFI N ares Saada Garzon Organization Activities Facilities Mil Communities Military Communit Installation LE Fort Duty Main Fost Fort Duty Page W 4 1 m o1 Records 1 1 of 1 Fig 4 1 Mil Communities 4 4 Miltary Community Record All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 68 Contains detailed data rep
122. resenting a geographical military community Military Community records in IMETS are managed by the gamson Military Communities make up a gamison Military Community records may have multiple facilities 1 General Tab Military Community Properties Fort Duty Main Post X General Additional Into Military Community Title Fort Duty Main Post Installation Fort Duty Facilities o O OA V Active Fig 4 2 Mil Community General Tab 2 Additonal Info Tab Military Community Properties Fort Duty Main Post x General Additional Into Name Value OF Cancel Apply Fig 4 3 Mil Community Additional 4 5 Facilites View All data shown is fictional Manual best viewed in color Military Community Title This field is editable at any time and displays the title of the Military Community Installation This field isset when a record is created and once setcan not be changed It displays the gamison that the Mil Community belongs to Facilities This section displaysa list of facilities that make up a Mil Community There isan Add button to Add more facilities if nec essary Active This check box will toggle the active status of the Military Community The default is set to Active The Additional Info Tab is used to create Custom Fields Custom Fields can be used to record and track unique information used by the local installation There are several different types of fields
123. rrection must be made by the local CPO office Remember it may take a pay penod ortwo forthe correction to be made and then imported into IMETS FAQ 6 am missing one or more DC PDS or MinMER Records they don t appear in the DC PDS view First check and see if the recordsare set to ignored To do this go to the DC PDS or MinMER view and click the Define Filter button Set the filterto Conformance Equals Ignored and click apply If the record you are looking forappears double click the record and uncheck the Ignored check mark on the Manning Document Reference Tab If the record doesnot appearemail the IMETS Helpdesk so the Administrator can detemine what is causing the problem FAQ 7 am seeing a name discrepancy between the DCPDS record and the MinMER Record and can tconnect the records If you notice this email the IMETS Helpdesk with the persons name s so thiscan be resolved The Administrator can make the name corection for you and merge any records associated with different names together FAQ 8 How do I change the subline fora positon IMETS Automatically creates the sublines on positions that are created on the same para line The first position is always 01 the second 02 and so one It will not allow forany numbersto be skipped and it will not allow for that field to be edited directly It is possible to rotate positions subline order within the same para and line grouping Open the position properties and click the
124. rrrnnnreeeennne ZIO MOVO UAIS VEW aoci a E a teed Pil DOVUL RECON eenn noe nr ee eee tee eee rere errr ee terre 2 12 Standard Gamson Organization VICW ccccccccccccessssssssseeesssssesesseeeeeeeeeeeeeeeeees 2 13 Standard Garrison Organization RecordS nsnssneeennsnnensensssrrrrnnnnrrrrrrrrrreeeeeesne Section 3 Working in the Manning Doc ument MOdull sscsssssecssssseeesesseeesnssseesesseeenes 3 1 GS UMC Sea iscsi o aes Sessa he a EEN 3 2 Editing a Position Standard NAB 0000cccccccecececeeeeeeeeeeeseaseeessessseeseseeeeeeeeeeeeneenegs 3 3 FR SOMNO C MIIC I oases this hes a tes andierecaeedecces 3 4 Conflict Resolution TOOl cccccccceeseeeseeseeceeeeeeeeeeeeeeeeeaaeeeesseeesseeeeeeeeeeeseeesssssaaaaaggags 3 5 Resolving Disconnects n ossia a a a cdeadenhietansteteee 3 6 Manning Doc ument Wizard 0000cccccccccecceceeeeeeeeeeseeeesaseeeeeseeeseeeeeeeeeeeeeesssesssanaaaggags 3 7 Adding Posttons aaaaaaaaanannnneennnrereresssssrrrrnnnrrrrrrrrrrrrnnnsssnrnnnnnnnrtrtrrnnnttnennnnnrnnnnnnnnnnn 3 8 Deleting POSMIONS eusina a a a aatades cea 3 9 UFM CONVEISION Wam a r JTO OVEM Seis apatite caustic a a a a a a a a A 3 11 Custom Fields Additional Info Tabs 010nnnnnnnnnnnnnennsssssrrrnnnnrrrrrrrrrrereeesssssrnnnnnn 3 12 Funded By LN RECOS nien a 3 13 LDP Designation sions Qisaresdaicenti iedasedeiccscu ies ialendensutatedduelsecensrunitetuedvndavasUal
125. rry NF 01 0189 Recreation Recreation Centers And Or Rooms HC Central Region Fort Loyalty n COOK Wagner Katina Na 04 F404 Recreation Recreation Centers And Or Rooms HC Central Region Fort Loyalty Ts COOk Wilkerson Jill Na 06 7404 Recreation Recreation Centers And Or Roome HC Central Region Fort Loyalty a RECREATION AID Vacants MF 01 01859 Recreation Recreation Centers And Or Rooms HC Central Region Fort Loyalty BE AUTOMOTIVE WORKER Campbell Jacqueline NA 08 5823 Recreation Auto Crafts Skill Development JC Central Region Fort Loyalty Ge AUTOMOTIVE WORKER Green Brian Na 08 5823 Recreation Auto Crafts Skill Development JC Central Region Fort Loyalty i AUTOMOTIVE WORKER Jackson Benjamin Na 08 5823 Recreation Auto Crafts Skill Development JC Central Region Fort Loyalty Ts MAINTENANCE WORKER HE Walsh Candace Na 05 4749 Recreation Auto Crafts Skill Development JC Central Region Fort Loyalty Ba AUTOMOTIVE MECHANIC Vacant gt NA 10 5823 Recreation Auto Crafts Skill Development IIC Central Region Fort Loyalty e AUTOMOTIVE WORKER Vacant NHA 08 5823 Recreation Auto Crafts Skill Development JC Central Region Fort Loyalty AUTOMOTIVE WORKER Vacant Ha 08 5823 Recreation Auto Crafts Skill D evelopment JC Central Region Fort Loyalty m RECREATION AID Vacant gt NF 01 0189 Recreation Auto Crafts Skill Development JC Central Region Fort Loyalty Ba THEATRE SPECIALIST Vacant gt NF OS 1054 Recreation Entertainment Mu
126. s DC PDS record is associated with isa grade 03 Resolving Conflicts is covered in section 3 3 All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 4 Additional Info Tab x General Manning Document Reference Conflicts Additional Info Overrides Mame Value wa ee Fig 2 22 DC PDY MinMER Record Add Info 5 Ovemdes Tab DCPDS Properties Stephens Darrell l l i X General Manning Document Reference Conflicte Additional Infa Overrides Standard NAFI Override enabled Expires 11 Oct OF Pay Plan Occupational Series UIC OF Cancel Apply Fig 2 23 DCPDS MinMER Record Ovemdes 29 The Additional Info Tab is used to create Custom Fields Custom Fields can be used to record and track unique information used by the local installation There are several different types of fields available Text Fields Numenic Fields Name Fields Date Fields Yes No Fields Adding Custom FRlds is covered in section 3 11 The Ovemides Tab displays any ovemdes that have been added to the record Temporary ovemdes may be added by users with permissions Permanent ovemdes may be added by and IMETS Administrator Only The following field may contain ovemdesin DCPDS or MinMER records e Standard NAFI e Pay Plan e Occupational Seres e UIC DCPDS Records Only Ovenides are covered in section 3 10 All data shown is ficti
127. sed the employee will show and an active employee in the position Once the replacement is hired the employee marked VICE should be inactivated and the prefix should be removed from the record This will ensure that only one active record isappeaning in each position at any one time All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil Section 4 Organization Module Views and Record Types 4 1 About the Organization Module All data shown is fictional Manual best viewed in color Please send comments orcorections to Rachel s kennedy naf mail mil 65 In section 4 we review the Organization Module This module contains the views recordsand tools needed to directly manage and maintain the physical and geographical locations as well as Standard NAFIls Each view displays records depending on where the user has navigated in the context tree and if any filters orscopesare being used The Viewsthat make up the Organization Module are e Military Communities View e Facilities View e Activities View e Standard NAFI View e Location Code View 4 2 Organization Icons All data shown is fictional Manual best viewed in color Please send comments or corections to Rachel s kennedy naf mail mil 66 Organization iconsare used in IMETS to identify different record types Unlike the Manning Document Module recordsin the Organization Module are not compa
128. sic and Theater JD Central Region Fort Loyalty et TICKET SELLER Vacant NF 01 2091 Recreation Entertainment Music and Theater JD Central Region Fort Loyalty B RECREATION ASSISTANT Edwards Aaron NF O2 0189 Recreation Outdoor Recreation Program General JE Central Region Fort Loyalty Ts RECREATION ASSISTANT Rhodes Marlyn NF O2 0189 Recreation Outdoor Recreation Program General JE Central Region Fort Loyalty Page 4 1 b of1 Records 1 555 of 555 Fig 2 29 Standard Gamison Organization View All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 34 2 13 Sandard Gamison Organization Records Contain detailed data which representan employee and their positon within the Standard Ganison Organization SGO recordsare pnmanly managed by the ganison An SGO record iscreated when a MinMER or DC PDS record isassociated to a postion 1 General Tab x General Manning Document Position Additional Info e Duty Title This fields displays the duty title This can be the same asthe position record title or it may be edited to reflect a title that is more meaningful in the context of the organization Duty Title ADMINISTRATIVE OFFICER e Standard Ganison Organization This drop down Standard Garrison Organization Function Adjust Sort Order field allows users to select the functional group x Nota member of the Sta
129. t UFM Conversions Report Tally of APF position conversions to NAF under UFM quidance Employees Reports Employee Conflicts Reports on conflicts between Manning Document entries and DCPDS and or MinMER Manning Document Conformance Weekly averages over the past 90 days of Manning Document Summary conformance with DCPDS MinMER DCPDS Reports DCPDS Contents of Defense Civilian Personnel Data System MINMER Reports MinMER Contents of Mini Master Employee Record NAF Payroll Fig 6 13 Reports View SELECT 4 REPORT Positions Report WWA Manning Document Positions Report UFM Conversion Details Positions Report UFM Conversions Report Employees Report Employee Conflicts Employees Report Manning Document Conformance Summary DCPOS Report OCPDS MINMER Report MinkiER MANE Manning Document MANE Manning Document and then Employee UFM Conversion Details Displays APF positions cc NAF position s receiving UFM Conversions Report Tally of APF position cony Employees Reports i a canfli Fig 6 14 Reports View Selecta Report All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 98 5 The report will display on in the display pane and may be pnnted orsaved asa pdf For more detailed information on Reports please see the IMETS Reports Guide General Reports Positions Employees DCPDS MINMER Individuals Emplo
130. the drop down menu to select the LDP source either an ee aes UIC WeLCES US ARMY GARRISON FT LOYALTY gt Not LDP J unior Position Senior Position or Key Posttion Paragraph TD Line Number o4 Sub Line 1 l ALI al ec Prowse for bs 3 Click OKto close the record Std NAFI gL TDvSGl Check NAFI Browse for NAFI z TE Job Number JALE20 LEF Junior Position Hint To just look at position records that require a LDP designation use a Filter Click the Define Alter button from the Pay and Benefits SPL ee ee tool barand seta filter LDP equals NFO4 NFO5 eeu tales Budgeted Annual Paprate Senior Position Kev Position Remarks Cancel dor Fig 3 52 LDP Designation 3 14 VICE LWOP FURL Designations IMETS allows foran employee to be marked with the prefixes VICE LWOP or FURL All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 63 e VICE Prefix indicatesthe last active employee to filla position Useful in Manning Document Reporting to track vacancies according the actual person that is being replaced e LWOP Prefix indicatesan employee ison Leave Without Pay e FURL Prefix indicatesand employee ison Military Furnough Setting an employee prefix 1 From the Employees View double click the employee to x launch the Employee window General Additional Info DCPDS MINMER Position 2
131. ties are only visible from the Org Branch of the context tree Steps to Adding a New Activity 1 In the Org Branch of the context tree Drill down to the Activity Properties New x facility where the activity should be created then click General Additional Info Contact Info on the Activities View at Drill to the Location Code to be associated with this Activity 2 cick from the toolbar ee Select T Fort Duty El 1 MWR Fund 3 The Browse for IMETS Context Window appears with a wl a HA Libraries blank Activities Properties window behind it Select the a Ee HE Gym Phy Fit Aqua Ting Ath Equip Chk Location Code of the Activity being created and click OK ot 4M CLK BASE FFC off 4N FRANTELLENICO PFC ofp 4R GERSTCH PFC iff 45 LOZADA PFC Be ren OLIVE FFC hene ae 4U FREEDOM FIGHTER PFC Ea Wi Recreation Centers And Or Rooma li di Dw REC CTR git HF Parks and Pieni Areas LILL or ee a kan mit Te IY Acti OF Cancel Apply Fig 5 8 New Activity Browse for IMETS Context 4 A message window appears stating that the Location Code title was used asthe Activity name If also informs IMETS E x th e user h ow Ma ny d e p a rtm e nt CO d esSwelrea uto Ma tic a lly i The Location Code Title was copied as the Activity s Name You may edit the Activity name if desired a d d e d to th eac tivity A ny d e p a rtm e nt CoO d es w ith in th e 7 Departments are available to this
132. tine 1 Congrment records B Adams Paula Inactive Employee B Aguilar Tracey Individual not found on DCPOS or MinMER Er Alexander Janice Manning Document conflicts with DCPDS G Alexander Sonia Congment records B Allen Jorge Congruent records B Anderson Karen Congrment records C Andrews Grace Congruent records B Armstrong Melanie Congrment records G Arnold Alexander Congrmuent records GS Amold Jessie Congruent records GS Atkinson Richard Congruent records G Austin Tanya Congruent records E Avala Thomas Congruent records Bailey Chae Individual found on DEPOS but not found on Manning Document Bailey Martha Congrment records 3 2 Se O ele Page Ka 1 o1 Records 1 512 of 512 Fig 2 24 Individuals View All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 31 2 11 Individual Records Contain detailed data which representa single person An Individual Record represents a single person that exists in the database There should only everbe ONE individual record per person even if itisa dual employee 1 General Tab xj The General Tab contains the employees Last Name First Name Middle Name and Generational Qualifier General Personal Info Employee Data Additional Info Only ifan employee hasa LEGALname change for example throug
133. tions that frequently anse forboth new and expenenced users are discussed For additional IMETS support email the IMETS Helpdesk usarmy jbsa imcom hq mbx fina nc ial management mail mil FAQ 1 Is there taining available for IMETS Yes online training is available at http www mwreonline com Registration isopen to anyone and the training take approximately one hour For additional training needs please email the IMETS Helpdesk FAQ 2 An employee has moved to a new job within the installation how do I handle this in IMETS When an employee leavesa position the employee record should always be inactivated even if they are moving to another position at the same installation The employee record represents the relationship between the person and the job We want to maintain a record of that relationship in the database for history tracking purposes but the record can be inactivated To inactivate the employee record open the employee properties and uncheck the Active Employee check mark When an employee moved to a new job the old MinMER and DCPDS record should drop out of the system and NEW records should appear with their new position information The Manning Document Wizard should be used to connect the DCPDS and or MinMER Recordsto the new postion as if they were brand new and had never worked a the installation before In the end there willbe two employee records for the person one inactive record pointing to their
134. tn RECO PION TAD enia a O 17 Poston Recorde UFM Ta Drcoiana a a A E A N 18 POSITION RECO UFM Ta Diane EE 18 POStOnRECOTO UFM Ta Dornei A 19 POSUON REC Ord UFM Ta Dira aeiclictinaed tncbuetiaeeatehatis 19 Position Record APF Advanced Ta uececcccccceccceeeceeeeceeeeeeeneeeueeeeaeeeaueeaeeeeeeeaneeaneeaes 20 EMDIO YESS VIEW arora kan an dacaieneananagenen 21 Employee Record G Ne ral Tab cccccccccccsseessssseeeeeeeeeeeneessseeeeeeeeesessaassseeeeeeeees 22 Employee Record Additional INFO Tab cesessseceeeeeeceesessseeeeeeseesesanaseeeeeeeess 23 Employee Record DC PDS MINMER Tab ccsesseeeeeeeceeeeessseeeceeeeeesesseeseseeeeeseess 23 Employee Record DC PDS MINMER Tab ccsessseecceceeeeeesssseeceeeeeeseeaeasseeeeeeeeess 24 BEPDS VEW Be eer Pe eo ee en ee 25 MINMER Ss no N On er a ee ee 26 DC PDS MINMER Record G NGral cccccccccccceceececeeeceeeeeeeeeeeeaueeaueeneeenaeeneeeaueeaneeaneeaes 2 DE PDS MinMER RECO M D Ref areis a a AA 28 DC PDS MinMER RECO C ONME Snein oneeeteh ees 28 DC PDY MINMER Record Add Mfr a 29 DC PDS MINMER Record OvemdeS aasssssssssssrssrnnrrnrrnrrsrrsrrnrinnnnninnrnnrnrrnnrnnrrnrent 29 HAVUS VIEW eraa a a a T ce oN hes al ten 30 Hdvidual Recon Gene kessa a 31 Individual Record Personal INFO oo eeeecccccccceeceeeeeeeeeeueeeeeeeeeueeeueeeeaeeeaueeaueeaeueaeeeaess 31 Individual Record Employee Data ccccccccsssssssseeceeeeeeee
135. uble click on the field to ovemde The Ovemide Data Field will launch e Data Feld Displays which field is being ovemidden e Original Value Displays the actual value being imported from DCPDS or MinMER e Ovenide Value Drop Down Menu that allows the selection of the ovemde value This isnot alwaysa drop down value depending on which field is being ovemdden e Ovenide By This will display the user that created the ovemde once the ovemde has been saved e Ovenide Expiration Date Displays the date the ovemde will expire 30 days after it wascreated Use the drop down menu to select the ovemde value In the example 0188 is selected Click OK MINMER Properties Clarke Daniel General Manning Document Reference Conflicts Additional Info Overrides gt 180 Recreation Specialist Series Standard HAFI Override enabled Expires 10 Nov 0 Pay Plari Fig 3 35 MinMER Properties Ovemides Tab Override Data Field Occupational Series x Data Field Occupational Serez Original Walue o 64 Recreation Aid and Assistant Seres Override alue Oweride By pe o Oweride Expiration Date 10 Now OF lear Wyernide Cancel Fig 3 37 Ovemde Data Field Override Data Field Occupational Series X Data Field Occupational Serez Original Y alue jo 64 Recreation Aid and Assistant Seres Override Value Overnide By ee Override Expiration Date 10
136. uent Records Page W 1 b o1 Records 1 26 of 26 Central Region L Fort Loyalty 1 MWA Fund HE Gym Phy Fitt gqua Treag4th Equip Chi Record 1 a Fig 3 40 DCPDS View Congruent with Ovemde 3 11 Custom elds Additional Info Tabs All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 5 Positions Employees and Individual Recordsall contain an Additional Info Tab The Additional Info Tab providesa way forusersto associate an unlimited amount of miscellaneous data with a record using custom fields There are a vanety of data types available to suit most pumoses Text numenc date yes no Adding Custom FRelds in the Additional Info Tab Employee Properties Garner Marsha X 1 Open the Position Employee or Individualto add additional F info to Gener Additional Info DEFES MINMER Fosition 2 Click on the Additional Info Tab aby Eval Que Date 3 Select the type of Value to create by clicking the Add drop down menu In ourexample we are creating a New Text Value New Date Value New YeslMo Value i jo mA ee coe a Fig 3 41 Additional Info Tab Employee Properties Anderson Karen xj 4 A New Text Block will appear allowing the userto title the General Additional Info DCPDS MINMER Position new data field 5 Type the Title of the new custom field in the bo
137. un Employee Conflict Report This report will list all conflicts Atthe Employees View examine each disconnect If the employee is no longer current uncheck Active Employee Review the list and see if there are any error trends in one particular data source Contact CPO to resolve any incorrect data In MlinwWER or DCPDS 5 Resolve CONFLICTS from Employee View Decide if the Conflict Resolution Tool can be used Individually resolve conflicts Contact CPO to resolve any incorrect data in AAInMER or DCPDS Fig 3 1 IMETS Workflow Diagram All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 39 3 2 Editing a Position Standard NAA All positions in IMETS must be assigned a Standard NAFI Number SNN both NAF and APF Positions The two ways to edit the Standard NAA to a position L Type in the Standard NAH Position Properties GS 1702 05 LEAD EDUCATIONAL TECHNICIAN x General Details Additional Info UFM Histor Advanced e To open the Position Properties double click on the position from the positions view VIC WeLCES US ARMY GARRISON FT LOYALTY za 3 P h Line Number Sub Line e From Position Properties type in the full SNN and click aragraph o22F ne Huete 08 SubLine 3 Check NAR Std NAFI KLIHESPGL i IMETS will ve nify tisa valid Standard NAFI
138. ustom Fields Custom Fields can be used to record and track unique information used by the local installation There are several different types of fields available Text Fields Numeric Fields Name Fields Date Fields Yes No Fields There are two default custom fields already created to store the Fax and Phone number of the Activity Adding Custom FRelds are covered in section 3 11 All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 3 Contact Info Tab Activity Properties ictory Lane Auto Crafts E X General Additional Info Contact Info Manager Spencer Alison Check Mame Clear Manager DSM 5551 zad Civilian Phone Number 703 222 1 zad Fas Fhone Humber 702 222 235 Fig 4 10 Activity Contact Info 4 9 Location Code View 73 Manager This field will allow an IMETSname to be stored Type the first few letters of the lastname and click Check Name e If more than one name is found a pick list will allow the userto select the corect individual e Hint Enter the first letter of last name followed by the last 4 of social secunty number SSN DSN This field displays the DSN telephone number of the Activity Civilian Phone Number This field displays the civilian telephone number of the Activity Fax Phone Number This field displays the civilian fax number of the Activity All data shown is fictional Ma
139. ution or all conflicts may be chosen by clicking Check All 6 Depending on how many conflicts are being resolved it may take a minute ortwo 7 When the conflicts are resolved the resolve button will change to a close button click close Check All UnCheck All Resolve 4 conflicts for 3 out of 3 employees Fig 3 8 CRT Employees with Conflicts to Resolve All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 42 3 5 Resolving Disc onnects Position icons HB oremployee icons E with a red border indicate a missing reference between the Manning Document Employee and DCPDS and or MinMER forall NAF An employee record may be disconnected from DCPDS and or MinMER forthe following reasons e New employee hasnot been input into DCPDS or MinMER e Employee hasvacated the postion and there is no longera DCPDS and or MinMER record being imported e Employee haschanged positions but IMETS has not been updated A name might exist in the DC PDS and or MinMER view but not on the Employee View for the following reasons e The DCPDS or MinMER record hasnot been linked to a Manning Document Postion Steps to Resolving Disconnects 1 From the Position View double click the position to resolve x i e General Additional Into OCCPDS Pasition 2 Next double click on the employee record in the Position Properties window the Employee Pr
140. window will appear Fill in the Military Community Tite on the General Tab and the Details Tab click OK e Click Add in the Facilities window to create a new Facility e See section 5 2 formore information on adding Facilities 4 Atthe main display window the new Military Community now appearsin the Mil Communities View Military Community Properties Fort Duty Annex xX General Additional Into Military Community Tithe Fort Duty Annex Installation Fort Duty Facilities Facilities W Active ook OO Cancel Apply Fig 5 11 New Mil Community Mil Community Properties IMETS Console 1 1 Steele Drew Help Debug 5 x File Action View Tools General Reporta Positions Employees Individuals DCPDS MINMER Std NAFI Numbers Standard Garrison Organization Activities Facilities Mil Communities Location Codes Military Communit Installation L Fort Duty Main Post Fort Dute Fort Duty Annes Fort Duty es l gt l Page W 1 off Records 1 1 of 1 Eastern Region Fort Duty Record 2 F Fig 5 12 New Mil Community Mil Community View 5 5 Adding a Location Code Each location Codes represent an activity or organizational element Location Codesare visible from the Org Branch and the Standard NAFI branch of the context tree All data shown is fictional Manual best viewed in color Please send comments or corrections to Rach
141. x Add Remove Attribute Flags W Pending Personnel Action ls Deployed LI Command Sponsored ls OverHire O Office Review caret _ Fig 3 42 New Text Value All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil 58 x 6 Inthe example the Custom Field is titled Supervisor General Additional Info DCPDS MINMER Position 7 Once the text field isnamed amp created double click on it to input the data Attribute Flags WM Pending Personnel Action J ls Deployed C Command Sponsored C ls OverHire C Office Review v Cancel Apply Fig 3 43 Additional Info Tab 8 Users may then be allowed to edit text in the Value Data Edit Text O I I x Feld Data Protection Value name Supervisor Value data Enter data here 9 The Protection tab sets pemmissions optional The permissions apply to other users with access to the position employee or individual record being edited By default custom field values are open for editing and deleting by any other user with access to the record Prevent data list data access private data W Allow value name change 10 Click ok when finished W Allow value data change Jv Allow value deletion Data protection attributes applicable to individuals other than creator Fig 3 45 Protection 3 11 Custom Fields cont
142. yees Report Employee Conflicts kai oe oe gt HW 1 i37 x A 83 Ni e ae Emterprise Tracking System Employee Conflicts Report Context Central Region F ort Loyalty Report Qescription Reports on conflicts between Manning Document entries and GCPOS andfor MlinbiE R UIC Para Line Position Em ployee wW ALO50 08 01 Subline 1 MAF MF 0201 04 NAF HUMAN RESOURCES Ewing Im 0 OFFICER Position Remarks Position data as it appeared on UFM datacall document Region HERO Location LEE ParafLine 08 01 Employee Remakes Position confiets wi DGPDS Job Meader DCPOS AMOSS Manning Document NF 130 w MLOS0 08 03 Subline 1iNAF NF 0203 03 MAF HUMAN RESOURCES Christensen Kyra E ASSISTANT Position Remarks Position data as it appeared on UFM datacall document Region HERO Location LEE FarafLine 08 03 Employee Remakes Pos Rion confitcts with DCPS Job Neier HePOS Shad l Fig 6 15 Report View Report Display All data shown is fictional Manual best viewed in color Please send comments or corrections to Rachel s kennedy naf mail mil All data shown is fictional Manual best viewed in color Please send comments or corections to Rachel s kennedy naf mail mil 99 100 Section 7 Frequently Asked Questions All data shown is fictional Manual best viewed in color Please send comments orcorections to Rachel s kennedy naf mail mil 101 Frequently Asked Questions In this section ques

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