1 contract inactivation & replacement fly-in action ( continue to page down/click on each...
TRANSCRIPT
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Contract Inactivation & Replacement
“Fly-in” Action( Continue to Page Down/Click on each page…)
Electronic Document Access (EDA)
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• Ability to Inactivate and Replace Base Contract Documents• Ability to Inactivate and Replace Mods/DO/TO Documents• Maintenance capability is isolated to individuals by Role & Issue DoDAAC(s). EDA POC grants Special Role to user.• Conversion of Microsoft word documents (.doc) and Adobe post script files (.ps) to PDF
Inactivate and Replace Documents
Contract Maintenance Business Rules & Mechanics…
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• Only Authorized Users with the Upload /Inactivate role w/valid “Issue” DoDAAC(s) can inactivate or replace contract documents• All replaced documents are scanned for virus (if infected, the document will not be accepted. EDA does not fix a virus)• Accepts PDF file formats & converts Microsoft word documents (.doc) and Adobe postscript files (.ps) to PDF (all other file types are invalid for conversion)• The conversion process does not retain/store the original form/file type of the document• Conversion of files occurs “near real-time” (May need to wait)• Converted PDF is placed on the EDA document server• Accepts any size file. EDA has no file size limitation. (Other limitations may apply (Network, bandwidth, desktop performance, etc))
Contract Maint Business Rules
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• Special Upload/Inactivate role is granted via organizations EDA POC• EDA POCs must have Upload/Inactivate role to delegate role to lower levels of an organization• Document inactivation activity triggers e-mail notifications to:
• DFAS (based on Pay DoDAAC)• All Contract Load Notification List members, if lists exists prior to “Inactivation event”
• Document Replacement activity triggers the Daily EDA Load Reports
• All Contract Load Notification List members, if lists exists prior to “Replacement event” will be notified by e-mail
Maint Business Rules - Cont
To Obtain the Upload/Inactivate Role…
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To Obtain Upload/Inactivate Role
Request Contract Upload/Inactivate/Replace Role by contacting your EDA POC. Supply “Issue” DoDAAC(s)
(EDA POC will verify need of special role)
Note: To delegate/apply the Upload/Inactivate role to users in lower organizational levels within the C/S/A, the authority level accounts (EDA POC/Executives) require the Upload/Inactivate role on their own user accounts. Must have role to ‘delegate’ role. See Help/Training option on the Single Sign-On (SSO) Home Page for EDA Registration and Administration Instructions.
EDA POC validates request and logs in to perform maintenance on an account.
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EDA POC ‘approves’ Role
EDA POCs MAY authorize additional special roles for users in their community.
EDA POCs MUST have the Upload/Inactivate Documents Role on their own user accounts in order to delegate to their community.
EDA POCs obtain the role by requesting it from their C/S/A Executives.
If EDA POC doesn’t seeUpload/Inactivate Documents entry area to grant role on the User Account screen…
The Upload/Inactivate Role has not been granted to the EDA POC user account
Contact the Executive for assistance in granting the role.
User’s functionality is restricted to specific Issue DoDAACs. They must have the Need-to-Know to be granted any role.
Definition: Need-to-Know – The principle by which users are only granted access to the information, assets, and resources necessary to perform their assigned job functions.
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After Role Granted
To Inactivate or Replace a Base Contract, a Contract Modification, a Contract Delivery Order or Task Order
Access EDA via Single Sign-On (SSO)
Note – EDA Server’s replicate data constantly, therefore, stay at one site during upload activity.
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Inactivate a Document
To inactivate/replace a Contract in EDA
CLICK“Contracts”
on the Document Selection
Search for a Contract…
To inactivate or replace a document, you must first search for the contract…
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Use any Contract Search Option
Contract Search OptionsUse any Contract query option to locate desired contract
Supply criteria for option selectedClick “View” for results of query
Search Options are categorized bySpecific Contract Date Ranges &Custom – Advanced Search
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Contract Query Result Set
Contact Query Result Page…Sample shownFolder view for one contract.Note: Display depends on query settings
Interface options and their behavior…
General Capabilities
Sort on Column
Information on size of query and Page
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Interface Options on Result Page
Users with the Upload/Inactivate Role & Issue DoDAAC(s) listed on their user account have additional interface options within Contract search result pages
To Inactivate a Document…
Remember, if the user account doesn’t have the Upload/Inactivate Role and particular DoDAAC in query result, the user will NOT see options for uploading and/or inactivating documents
Upload a DO/TO/ModUpload Applies to the base contract
AttachmentUpload
Role
DocumentHistory
Inactivatea specific document
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Inactivate a Document
Inactivate a Document…
Possible Reasons to InactivateUnreadableCDR activityWrong file uploadedEtc…
All events against a document are captured in Document History (H)
Click “X”
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Rationale & Comment to Inactivate
Why are you Inactivating the Document? Uploaded Wrong File File Unreadable Incomplete Document Technical Issue Other
Select Rationale
Click “Inactivate…”
Enter Comment
*Required Fields
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Confirm Inactivation
Review and Confirm
Click “Confirm” to Finalize Inactivate
DFAS is notified on ALL Inactive/replace activities based on Pay DoDAAC on the index
If Contract Load Notification list exists all participants are notified on inactive and/or replace activities.
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After Inactivation…Result Page
DocumentNo longerAvailable
Click “H” for Event History
ReplaceIcon
Notifications sent to Contract Load Notification list and DFAS
Only Inactive documents may be replaced
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Inactivation Notification
InformationalInactivation Details
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History of Events
LinkTo
View UserContact Information
LinkTo
InactiveDocument
AuditInfo
Captured information:DateTimeAction byEventNotes/Comments
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View Contact Information
Contact Information to User who performed action.
Let’s Replace the document…
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Replace Document
DocumentNo longerAvailable
Click
“+”
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Replace Document
IndexAlready
Built
Click “Browse…” to locate/selectfile from Desktop
OREnter full directory path to file
Only 3 file types are permitted:.pdf.doc (Microsoft Word).ps (Adobe postscript)
EDA will convert .doc & .ps to .pdfEDA presents an error message for invalid
file types during upload
Note: The conversion process does not store/retain the original form of the document.
Conversion is accomplished in “near real-time”.
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Browse/Select file to be uploaded
Select desired file
Click “Open”
Upload replacement process: All documents are scanned for virus. If infected, EDA errors and rejects the document.
If virus-free, the document types of .doc and .ps. are converted to PDF (“near” real-time).
After successful conversion, the .pdf is stored on EDA’s Document server.
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Confirm Replacement Document
Click “View” To validate file
Click “Confirm” to Replace
DFAS is notified on ALL Inactive/replace activities based on Pay DoDAAC on the index
If Contract Load Notification list exists all participants are notified on inactive and/or replace activities.
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After Replacement…Result Page
Click “H” to view Audit
DocumentAvailable
Inactivatea specific document
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View History after Replace
LinksTo
“Previous”Documents An expanded “Event” History…
AuditInfo
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View History – repeating process
LinksTo
“Previous”Documents
No Base Contract Document…
AuditInfo
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Base Contract not Required
NoBase
ContractDocument(No Base)
Upload Document Capability
Upload Pre-population can not occur when a Base Contract doesn’t exist (No Base)
To Add Base Contract
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Sample Contract Load Notifcation
EDA User Contract Load Notification
Links to new documents
EDA Users receive notification with embedded links to the newly uploaded or replaced documents.
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Sample Contract Load Notifcation
Non-EDA User Contract Load Notification
Non-EDA Users receive an informational e-mail on Contract Load Notification.
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EDA User’s Guide
STEP-by-STEP instructions (for all Capabilities)
Training Modules
See Help/Training option on the Single Sign-On (SSO) Home Page for EDA User Registration and Administration Instructions.
Refer to the EDA Users Guide