REVN/PUBL DT 10/09/2024 v4.202408
TABLE OF CONTENTS
- Overview
- Cross Module Assignment Rules - CONUS Outgoing Visit Module
- Drop-Down List Boxes by Tabs and the corresponding Profiles - CONUS Outgoing Visit Module
- Field Modification - CONUS Outgoing Visit Module
- Permissions - CONUS Outgoing Visit Module
- Profiles - CONUS Outgoing Visit Module
- Reminders - CONUS Outgoing Visit Module
- Rules when Personnel record being set to Inactive
- System Parameter - CONUS Outgoing Visit Module
- User Defined Fields (UDFs) - CONUS Outgoing Visit Module
Overview
Users must be a System Admin (SA) to be able to access the System Administration landing page to make needed configuration changes to the module.
The following does not apply for the CONUS Outgoing Visit module:
- Sequences
Cross Module Assignment Rules - CONUS Outgoing Visit Module
 | System Administrator Mode landing page > System Profile submenu > SYSTEM PROFILES screen > Global tab > Rules for Cross Module Assignments profile |
Contracts (Contract Management module): Only Personnel assigned to the Contract can be Assigned to the Visit NOTE: This profile also applies to the CONUS Visit Authorization Request in Portal Commander Standard. Host Facilities (Facility Management module): Allow creating CONUS Outgoing Visit Requests between Host Facilities |
Drop-Down List Boxes by Tabs and the corresponding Profiles - CONUS Outgoing Visit Module
| Unless otherwise stated, the profiles for this module are located: System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILES screen > Visit Requests tab > CONUS Outgoing tab |
Assignments Tab
There are no modifiable drop-downs on this tab.
Associated Documents Tab
| Default Drop-Down Field Name | Corresponding System Profile |
| Document Type | Associated Document Type - CONUS Outgoing Visit |
Visit Information Tab
| Default Drop-Down Field Name | Corresponding System Profile |
| Status | Status |
| Agency | Clearance Owner (Global profiles tab) |
| Classification | Clearance Classifications (Global profiles tab). Drop-down list options depend on Clearance Owner selected in Agency drop-down. |
| Accesses Required | Access Type (Global profiles tab) |
Field Modification - CONUS Outgoing Visit Module
| System Administrator Mode landing page > System Setup menu > Field Labels submenu > SETUP SCREEN > CONUS Outgoing Visit Request icon > SETUP SCREEN DETAIL screen > ASSIGNMENTS and VISIT INFORMATION sections |
The Field Labels module allows you to:
- Hide a field
- Hide a field except for users with Update permission
- Configure User Defined Fields (UDFs)
- Designate a field as required
- Rename a field
- Change field formatting – Capitalize the entire field name, or capitalize the first character of each word
Permissions - CONUS Outgoing Visit Module
| System Administrator Mode landing page > User Setup menu > User Profile submenu > USER PROFILE MANAGEMENT screen > Permissions tab > Facility Level Permissions tab > OUTGOING VISIT section |
Profiles - CONUS Outgoing Visit Module
| System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILES screen: > Visit Requests tab > CONUS Outgoing tab > Global tab |
System Administrator Mode landing page > System Setup menu > System Profiles submenu > Visit Requests tab > CONUS Outgoing tab
|
System Administrator Mode landing page > System Setup menu > System Profiles submenu > Global tab
|
Reminders - CONUS Outgoing Visit Module
| System Administrator Mode landing page > Notification Setup menu > Reminder Events submenu > REMINDER SETTINGS screen > CONUS OUTGOING VISIT section |
| Reminder | Submodule | FIeld Location | Field Name |
| CONUS Outgoing Visit Start Date | NA | Visit Information tab | End Date |
| CONUS Outgoing Visit End Date | NA | Visit Information tab | Start Date |
Rules when Personnel record being set to Inactive
 | System Administrator Mode landing page > System Setup menu > System Profile submenu > Personnel Security tab > Personnel Management tab: > Personnel System Parameters > Feature Configuration - Rules when Personnel record being set to Inactive system parameter > Value = Y > Rules when Personnel record being set to Inactive profile |
NOTE: The Rules when Personnel record being set to Inactive profile displays only when the Feature Configuration - Rules when Personnel record being set to Inactive system parameter Value is set to Y.
These rules allow for configuration of system behavior when an employee record is set to Inactive status in the Personnel Management module. The below rule in the profile applies to the CONUS Outgoing Visit module:
|
System Parameter - CONUS Outgoing Visit Module
| System Administrator Mode landing page > System Profile submenu > SYSTEM PROFILES screen > Visit Requests tab > CONUS Outgoing tab > CONUS Outgoing Visit System Parameters profile |
| Description | Value | Comments |
| Copy Security POC from Facility to Visit record | Y/N | When Value = Y, the Security POC data (if entered) from the Destination facility’s Facility Management module record (Point of Contacts tab > SECURITY POINT OF CONTACT section > POC 1 Name, Phone, Fax and E-Mail fields) populates in the Security POC Name, Phone, Fax and E-Mail fields on the CONUS OUTGOING VISIT ADD NEW screen. |
User Defined Fields (UDFs) - CONUS Outgoing Visit Module
| System Administrator Mode landing page > System Setup menu > Field Labels submenu > SETUP SCREEN > CONUS Outgoing Visit Request icon > SETUP SCREEN DETAILS screen > VISIT INFORMATION section |
| UDFs Available | SETUP SCREEN location |
5 Text Entry fields | VISIT INFORMATION section |