Versions Supported

  • v4.12


Templates Supported

  • Template_Personnel_2021_June.xlsx



Column and Title

Description

A. Personnel SSN

Required

Format: ###-##-####

B. Clearance Level

Required

PROFILE - 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

Required

No 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

Optional

If no value is provided, it will be defaulted to Owned.

Options: Owned and Serviced.

E. Determination

Required

PROFILE - 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 cell

Default Profile Descriptions: Too many to list here. Please access the profile in Access Commander to review the descriptions.

F. Status

Required

PROFILE - 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

Optional

No specific formatting required

H. Eligibility Date

Optional

Format: YYYY-MM-DD

I. Request Date

Optional

Format: YYYY-MM-DD

J. Brief Date

Optional

Format: YYYY-MM-DD

K. Rebrief Date

Optional

Format: YYYY-MM-DD

l. Date Granted

Optional

Format: YYYY-MM-DD

M. Granted By

Required

PROFILE - 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 cell

Default Profile Descriptions: Too many to list here. Please access this profile in Access Commander to review the descriptions.

N. NDA Date

Optional

Format: YYYY-MM-DD

O. Attestation Date

Optional

Format: YYYY-MM-DD

P. Debrief Date

Optional

Format: YYYY-MM-DD

Q. Date Terminated

Optional

Format: YYYY-MM-DD

R. Date Suspended

Optional

Format: YYYY-MM-DD

S. Annual Refresher Brief Date

Optional

Format: YYYY-MM-DD

T. Contract Number

Optional

No 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

Optional

No specific formatting required

V. UDF Text 1

Optional

No specific formatting required

W. UDF Text 2

Optional

No specific formatting required

X. UDF Text 3

Optional

No specific formatting required

Y. UDF Text 4

Optional

No specific formatting required

Z. UDF Text 5

Optional

No specific formatting required

AA. UDF Date 1

Optional

Format: YYYY-MM-DD

AB. UDF Date 2

Optional

Format: YYYY-MM-DD

AC. UDF Date 3

Optional

Format: YYYY-MM-DD

AD. UDF Date 4

Optional

Format: YYYY-MM-DD

AE. UDF Date 5

Optional

Format: YYYY-MM-DD

AF. Investigation Request Type

Required

PROFILE - 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

Optional

Format: YYYY-MM-DD

AH. Investigation Type

Required

PROFILE - 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

Required

PROFILE - 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 cell

Default Profile Descriptions: Too many to list here. Please access this profile in Access Commander to review the descriptions.

AJ. Investigation Determination

Required

PROFILE - 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

Optional

Format: YYYY-MM-DD

AL. Investigation Closed Date

Optional

Format: YYYY-MM-DD

AM. Investigation Expiration Date

Optional

Format: YYYY-MM-DD

AN. Next Investigation Date

Optional

Format: YYYY-MM-DD

AO. Investigation Completed By

Required

PROFILE - 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 cell

Default Profile Descriptions: Too many to list here. Please access this profile in Access Commander to review the descriptions.

AP. Reason for Investigation

Optional

No specific formatting required

AQ. Requester SSN

Optional

Format: ###-##-####
The Social Security Number must already exist in the Personnel module.

AR. Security Personnel SSN

Optional

Format: ###-##-####
The Social Security Number must already exist in the Personnel module.

AS. Investigation Remarks

Optional

No specific formatting required

AT. Investigation UDF Text 1

Optional

No specific formatting required

AU. Investigation UDF Text 2

Optional

No specific formatting required

AV. Investigation UDF Text 3

Optional

No specific formatting required

AW. Investigation UDF Text 4

Optional

No specific formatting required

AX. Investigation UDF Text 5

Optional

No specific formatting required

AY. Investigation UDF Date 1

Optional

Format: YYYY-MM-DD

AZ. Investigation UDF Date 2

Optional

Format: YYYY-MM-DD

BA. Investigation UDF Date 3

Optional

Format: YYYY-MM-DD

BB. Investigation UDF Date 4

Optional

Format: YYYY-MM-DD

BC. Investigation UDF Date 5

Optional

Format: YYYY-MM-DD

Event Type 1 through 40

Optional

PROFILE - 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

Optional

Format: YYYY-MM-DD

Event Remarks 1 through 40

Optional

No specific formatting required

 

Change Log

Last Updated: June 8, 2021

Set compatibility with v4.12 release

Converted all Date fields to YYYY-MM-DD format for consistency