Versions Supported
v4.12
v4.21
v4.31
Templates Supported
Template_Personnel_2021_June.xlsx
Column and Title | Description |
A. Personnel SSN | RequiredFormat: ###-##-#### |
B. Clearance Level | RequiredPROFILE - Clearance Classifications (in the Global profile group). Use the Description from the profile. If you add a Clearance to the profile, or modify an existing clearance, the Description must match what you enter in this cell.Default Profile Descriptions: Too many to list here. Please access the profile in Access Commander to review the descriptions. |
C. Facility Code | RequiredNo specific formatting required. The facility code must exist in the Facility Management module prior to importing this template. Facilities can be imported via the Facility Information template, or entered manually. |
D. SMO Relationship | OptionalIf no value is provided, it will be defaulted to Owned.Options: Owned and Serviced. |
E. Determination | RequiredPROFILE - Clearance - Determination (Personnel Management Profile Subgroup < Personnel Security Profile Group). If you add a Determination to the profile, or modify the Description of an existing suffix, the Description must match what you enter in this cellDefault Profile Descriptions: Too many to list here. Please access the profile in Access Commander to review the descriptions. |
F. Status | RequiredPROFILE - Clearance Status (Personnel Management Profile Subgroup < Personnel Security Profile Group). Use the Description from the profile. If you add a Clearance Status to the profile, or modify an existing status, the Description must match what you enter in this cell.Default Profile Descriptions: Active; Pending; Inactive. |
G. DISS Eligibility | OptionalNo specific formatting required |
H. Eligibility Date | OptionalFormat: YYYY-MM-DD |
I. Request Date | OptionalFormat: YYYY-MM-DD |
J. Brief Date | OptionalFormat: YYYY-MM-DD |
K. Rebrief Date | OptionalFormat: YYYY-MM-DD |
l. Date Granted | OptionalFormat: YYYY-MM-DD |
M. Granted By | RequiredPROFILE - Clearance - Granted By (Personnel Management Profile Subgroup < Personnel Security Profile Group). If you add a Granted By agency to the profile, or modify the Description of an existing Granted By agency, the Description must match what you enter in this cellDefault Profile Descriptions: Too many to list here. Please access this profile in Access Commander to review the descriptions. |
N. NDA Date | OptionalFormat: YYYY-MM-DD |
O. Attestation Date | OptionalFormat: YYYY-MM-DD |
P. Debrief Date | OptionalFormat: YYYY-MM-DD |
Q. Date Terminated | OptionalFormat: YYYY-MM-DD |
R. Date Suspended | OptionalFormat: YYYY-MM-DD |
S. Annual Refresher Brief Date | OptionalFormat: YYYY-MM-DD |
T. Contract Number | OptionalNo specific formatting required. The Contract Number must exist in the Contracts Management module prior to importing this template. Contracts can be imported via the Contract Information template, or entered manually. |
U. Remarks | OptionalNo specific formatting required |
V. UDF Text 1 | OptionalNo specific formatting required |
W. UDF Text 2 | OptionalNo specific formatting required |
X. UDF Text 3 | OptionalNo specific formatting required |
Y. UDF Text 4 | OptionalNo specific formatting required |
Z. UDF Text 5 | OptionalNo specific formatting required |
AA. UDF Date 1 | OptionalFormat: YYYY-MM-DD |
AB. UDF Date 2 | OptionalFormat: YYYY-MM-DD |
AC. UDF Date 3 | OptionalFormat: YYYY-MM-DD |
AD. UDF Date 4 | OptionalFormat: YYYY-MM-DD |
AE. UDF Date 5 | OptionalFormat: YYYY-MM-DD |
AF. Investigation Request Type | RequiredPROFILE - Investigation - Request Type (Personnel Management Profile Subgroup < Personnel Security Profile Group). Use the Description from the profile. If you add an Investigation Request Type to the profile, or modify an existing Investigation Request Type, the Description must match what you enter in this cell.Default Profile Descriptions: Too many to list here. Please access the profile in Access Commander to review the descriptions. |
AG. Investigation Request Date | OptionalFormat: YYYY-MM-DD |
AH. Investigation Type | RequiredPROFILE - Investigation - Type (Personnel Management Profile Subgroup < Personnel Security Profile Group). Use the Description from the profile. If you add an Investigation Type to the profile, or modify an existing Investigation Type, the Description must match what you enter in this cell.Default Profile Descriptions: Too many to list here. Please access the profile in Access Commander to review the descriptions. |
AI. Investigation Status | RequiredPROFILE - Investigation - Status (Personnel Management Profile Subgroup < Personnel Security Profile Group). If you add an Investigation Status to the profile, or modify the Description of an existing Investigation Status, the Description must match what you enter in this cellDefault Profile Descriptions: Too many to list here. Please access this profile in Access Commander to review the descriptions. |
AJ. Investigation Determination | RequiredPROFILE - Investigation - Determination (Personnel Management Profile Subgroup < Personnel Security Profile Group). Use the Description from the profile. If you add an Investigation Determination to the profile, or modify an existing Investigation Determination, the Description must match what you enter in this cell.Default Profile Descriptions: Too many to list here. Please access the profile in Access Commander to review the descriptions. |
AK. Investigation Open Date | OptionalFormat: YYYY-MM-DD |
AL. Investigation Closed Date | OptionalFormat: YYYY-MM-DD |
AM. Investigation Expiration Date | OptionalFormat: YYYY-MM-DD |
AN. Next Investigation Date | OptionalFormat: YYYY-MM-DD |
AO. Investigation Completed By | RequiredPROFILE - Investigation - Completed By (Personnel Management Profile Subgroup < Personnel Security Profile Group). If you add an Investigation Completed By agency to the profile, or modify the Description of an existing Investigation Completed By agency, the Description must match what you enter in this cellDefault Profile Descriptions: Too many to list here. Please access this profile in Access Commander to review the descriptions. |
AP. Reason for Investigation | OptionalNo specific formatting required |
AQ. Requester SSN | OptionalFormat: ###-##-#### |
AR. Security Personnel SSN | OptionalFormat: ###-##-#### |
AS. Investigation Remarks | OptionalNo specific formatting required |
AT. Investigation UDF Text 1 | OptionalNo specific formatting required |
AU. Investigation UDF Text 2 | OptionalNo specific formatting required |
AV. Investigation UDF Text 3 | OptionalNo specific formatting required |
AW. Investigation UDF Text 4 | OptionalNo specific formatting required |
AX. Investigation UDF Text 5 | OptionalNo specific formatting required |
AY. Investigation UDF Date 1 | OptionalFormat: YYYY-MM-DD |
AZ. Investigation UDF Date 2 | OptionalFormat: YYYY-MM-DD |
BA. Investigation UDF Date 3 | OptionalFormat: YYYY-MM-DD |
BB. Investigation UDF Date 4 | OptionalFormat: YYYY-MM-DD |
BC. Investigation UDF Date 5 | OptionalFormat: YYYY-MM-DD |
Event Type 1 through 40 | OptionalPROFILE - Clearance - Life Cycle Event (Personnel Management Profile Subgroup < Personnel Security Profile Group). Use the Description from the profile. If you add an Clearance Life Cycle Event to the profile, or modify an existing Clearance Life Cycle Event, the Description must match what you enter in this cell.Default Profile Descriptions: too many to list here. Please access the profile in Access Commander to review the descriptions. |
Event Date 1 through 40 | OptionalFormat: YYYY-MM-DD |
Event Remarks 1 through 40 | OptionalNo specific formatting required |
Change Log
Last Updated: March 30, 2022
Set compatibility with v4.21 and v4.31 releases
Last Updated: June 8, 2021
Set compatibility with v4.12 release
Converted all Date fields to YYYY-MM-DD format for consistency