UNCLASSIFIED – For Official Use Only 1 Contract Query & Customization “Fly-in” Action (...

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UNCLASSIFIED – For Official Use Only 1 Contract Query & Customization “Fly-in” Action ( Continue to Page Down/Click on each page…) Electronic Document Access (EDA)

Transcript of UNCLASSIFIED – For Official Use Only 1 Contract Query & Customization “Fly-in” Action (...

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Contract Query &

Customization

“Fly-in” Action( Continue to Page Down/Click on each page…)

Electronic Document Access (EDA)

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Contract Query Changes

Contract View, Search and Query Format of Contract Search Options Folder “View” “Recent Contract” selection capability Improved Advanced Search Query Customization using “My Settings” View of multi-part Contracts from NAFI

My Settings Customize Contract query results Columns order and inclusion Sort Options Page Size Download header options

Contract Query…

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EDA Document Selection

To perform Contract Query CLICK

“Contracts”on the Document Selection

Search for a Contract…

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Contract Search Options

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

“Folder view” or Actual PDF Document

QBE Changed toAdvanced

Search

Most RecentDocument

List

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Contract Search Options

Contract Search Options offers the user “Canned” query capability, each requesting various criteria.

Customize using “Advanced Search”

Click Any option

To enter Criteria

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Contract Search Options

Click option To enter Criteria

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Contract Advanced Search

QBE Changed toAdvanced

Search

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Advanced Search

Very powerful query toolTotally User defined…- Flexible result display - Flexible operational criteria- Definable sort order- Partial or full entry- Any field combinations

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Contract Search Options

“Folder view” or Actual PDF Document 

The Contract Folder is built and identified by the contract number.

EDA indents all activities under the base/basic Contract Number.

The Query result set indicates "(No Base)" or the size "(size)". The base/basic document depending on if it exists within EDA

Most RecentDocument

List

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Folder View

The Folder View represent an actual 'contract folder' that might exist in the file cabinet/paper world. All contract activities/artifacts are displayed within the folder view.  

Sort order within the folder view is: Contract Number Ascending, DO/TO Descending, Issue Date Descending.

 

Download Result set

General Capabilities

Column Sort

Information on size of query and PageLink to

Document

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Folder View - Cont

Base/Basic Contract notation(Size) – (32k)(No Base) – no base document in EDA(# Parts) – migrated NAFI multi-part contracts 

Currently InactiveNo Link to document

Inactivation History

AttachmentUpload

Role

DocumentHistory

CDRs

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View Document History

LinksTo

“Previous”Documents Upload Role Users Interface…

AuditInfo

Captured information:Date/TimeActioned byEventComments

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Interface Options on Result Page

Users with the Upload Role & Issue DoDAAC(s) listed on their user account have additional interface options within Contract search result pages

My Settings…

Remember, if the user account doesn’t have the Upload 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

Replacea

document

Inactivatea specific document

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Multi-Folder View

My Settings…

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My Settings

Columns to DisplayInclude (>>) or Exclude (<<) as desiredMove Up or Down for column order

Number of Records per Page

Sort Order on Result

Number of Recent Contract DocsDefaults to 10. Value 0-99

Number of Recent CDR DocsDefaults to 10. Value 0-99

Include Headers on Download

Customize Contract query resultsColumns order and inclusionSort OptionsPage SizeDownload header options

SubmitTo Save

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EDA User’s Guide

STEP-by-STEP instructions (for all Capabilities)

Training Modules

See Help/Training option on the WAWF eBusiness Home Page for EDA User Registration and Administration Instructions.

Refer to the EDA Users Guide