REVN DT 07/12/2024 v4.202406
TABLE OF CONTENTS
- Overview
- Cross Module Assignment Rule - CONUS Incoming Visit Module
- Drop-Down List Boxes by Tabs and the corresponding Profiles - CONUS Incoming Visit Module
- Field Modification - CONUS Incoming Visit Module
- Permissions - CONUS Incoming Visit Module
- Profiles - CONUS Incoming Visit Module
- Reminders - CONUS Incoming Visit Module
- User Defined Fields (UDFs) - CONUS Incoming 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 do not apply for the CONUS Incoming Visit module:
- Rules for Ignoring Special Accesses and Caveats for ASsignment
- Sequences
- System Parameters
Cross Module Assignment Rule - CONUS Incoming Visit Module
![]() | System Administrator Mode landing page > System Profile submenu > SYSTEM PROFILES screen > Global tab > Rules for Cross Module Assignments profile |
Host Facilities (Facility Management module): Allow creating CONUS Incoming Visit Requests between Host Facilities |
Drop-Down List Boxes by Tabs and the corresponding Profiles - CONUS Incoming Visit Module
![]() | System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILE screen > Visit Requests tab > CONUS Incoming 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 Incoming 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 Incoming Visit Module
![]() | System Administrator Mode landing page > System Setup menu > Field Labels submenu > SETUP SCREEN > CONUS Incoming Visit Request icon > SETUP SCREEN DETAIL screen > VISIT INFORMATION section |
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 Incoming Visit Module
![]() | System Administrator Mode landing page > User Setup menu > User Profile submenu > USER PROFILE MANAGEMENT screen > Permissions tab > Facility Level Permissions tab > INCOMING VISIT section |
Profiles - CONUS Incoming Visit Module
![]() | System Administrator Mode landing page > System Setup menu > System Profile submenu > SYSTEM PROFILES screen: > Visit Requests tab > CONUS Incoming tab > Global tab |
System Administrator Mode landing page > System Setup menu > System Profiles submenu > Visit Requests tab > CONUS Incoming tab
|
System Administrator Mode landing page > System Setup menu > System Profiles submenu > Global tab
|
Reminders - CONUS Incoming Visit Module
![]() | System Administrator Mode landing page > Notification Setup menu > Reminder Events submenu > REMINDER SETTINGS screen > CONUS INCOMING VISIT section |
Reminder | Submodule | Field Location | Field Name |
CONUS Incoming Visit Start Date | NA | Visit Information tab | End Date |
CONUS Incoming Visit End Date | NA | Visit Information tab | Start Date |
User Defined Fields (UDFs) - CONUS Incoming Visit Module
![]() | System Administrator Mode landing page > System Setup menu > Field Labels submenu > SETUP SCREEN > Facility Management icon > SETUP SCREEN DETAIL screen > VISIT INFORMATION section |
UDFs Available | SETUP SCREEN location |
5 Text Entry fields | VISIT INFORMATION section |