wawf pmo - record retention · scene 2 ; the wawf pmo admin user is able to set a system level...
Post on 18-Jan-2021
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WAWF_PMO_Record_Retention Page 1 of 13
Built with Tanida Demo Builder www.demo-builder.com
Intro
Welcome to the Procurement Integrated Enterprise Environment. This demonstration contains audio narrative. Please adjust your volume accordingly.
Scene 2
The WAWF PMO Admin user is able to set a system level parameter per business process and component that indicates how long after the retention trigger date has passed that documents tied to it will be destroyed. All documents not set up under this process will be ignored by the retention and destruction business rules. On the PIEE portal, select PIEE Administration, under the Administration dropdown menu.
WAWF_PMO_Record_Retention Page 2 of 13
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Scene 3
Select Record Retention Management in the Main Menu.
Scene 4
To view and manage the Record Retention rules for PIEE, select Record Retention Rules from the Manage Record Retention menu.
WAWF_PMO_Record_Retention Page 3 of 13
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Scene 5
The PMO Admin user will have the ability to manage Record/Data retention for multiple business processes in PIEE. The PMO Admin user may search by Business Process, Component, Admin User ID, and Update Date Range, or leave these fields blank to return all records. To view comments entered for a record, select the View button. To edit a record, select the Edit button.
Scene 6
The Business Process and Component fields are read only. The Retention Days and Comment fields can be edited. Select the Save button to save changes, or the Close button to keep the current data.
WAWF_PMO_Record_Retention Page 4 of 13
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Scene 7
The PMO Admin user will receive a success message upon the successful update of a record. To delete a Record, select the Delete button.
Scene 8
Select the Save button to delete the record, or the Close button to keep the current data.
WAWF_PMO_Record_Retention Page 5 of 13
Built with Tanida Demo Builder www.demo-builder.com
Scene 9
The PMO Admin user will receive a success message upon the successful deletion of a record. When a Record Retention record is deleted, the record will no longer display in the search results.
Scene 10
To add a record, select the Add button.
WAWF_PMO_Record_Retention Page 6 of 13
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Scene 11
When adding a record, all Business Processes set up for Record Retention are presented in a dropdown menu. The Component list is populated by the PIEE hierarchy using Level 1 for Non-DoD and Level 2 for DoD. Enter the Retention Days in numeric format. Add Comments. Select the Save button to add the record, or the Close button to close the popup and reject all changes.
Scene 13
The PMO Admin user will receive an error if attempting to add a record that already exists.
WAWF_PMO_Record_Retention Page 7 of 13
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Scene 12
The PMO Admin user will receive a success message upon the successful addition of a record.
Scene 14
The PMO Admin user will have the ability to manage the exclusion of specific Contract Numbers from Record Retention. To view and manage Record Retention Exclusions for PIEE, select Record Retention Exclusion Rules from the Manage Record Retention menu.
WAWF_PMO_Record_Retention Page 8 of 13
Built with Tanida Demo Builder www.demo-builder.com
Scene 17
The PMO Admin user may search by Contract Number, Delivery Order, Admin User ID, and Update Date Range, or leave these fields blank to return all records. To view comments entered for a record, select the View button. To edit a record, select the Edit button.
Scene 18
The Excluded Contract Number and Excluded Delivery Order fields are read only. The Comment field can be edited. Select the Save button to save changes, or the Close button to keep the current data.
WAWF_PMO_Record_Retention Page 9 of 13
Built with Tanida Demo Builder www.demo-builder.com
Scene 19
The PMO Admin user will receive a success message upon the successful update of a record. To delete a record, select the Delete button.
Scene 20
Select the Save button to delete the record, or the Close button to keep the current data.
WAWF_PMO_Record_Retention Page 10 of 13
Built with Tanida Demo Builder www.demo-builder.com
Scene 21
The PMO Admin user will receive a success message upon the successful deletion of a record. When a Record Retention Exclusion record is deleted, the record will no longer display in the search results.
Scene 22
To add a record, select the Add button.
WAWF_PMO_Record_Retention Page 11 of 13
Built with Tanida Demo Builder www.demo-builder.com
Scene 25
The PMO Admin user may search by CAGE Code or partial or full Contract Number. The user may enter an Issue Date Range. Select the Search button. Select a Contract Number to be excluded from the Retention and Destruction parameters. If a Contract Number is 13 positions in length and contains an 'F' in the 9th position, both the Contract Number and Delivery Order Number fields will be checked in the exclusion logic. Add Comments. Select the Save button to add the record, or the Close button to close the popup and reject all changes.
Scene 26
The PMO Admin user will receive a success message upon the successful addition of a record.
WAWF_PMO_Record_Retention Page 12 of 13
Built with Tanida Demo Builder www.demo-builder.com
Scene 27
To view all records currently in the Retention Period, select Records in Retention from the View Record Retention Tables menu.
Scene 28
The WAWF PMO Admin user will have the ability to view the Contracts/Solicitation initial Retention Date and the Projected Destruction Date. The WAWF PMO user may search by Business Process, Contract Number, Solicitation Number, Document Number, Component, and Projected Destruction Date Range, or leave these fields blank to return all records.
WAWF_PMO_Record_Retention Page 13 of 13
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Scene 29
The WAWF PMO Admin user will have view only access to History Audit tables for Record Retention.
End
This concludes our demonstration.
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