jam cardholder appointment page 1 of 18built with tanida demo builder intro . cardholder role...
TRANSCRIPT
JAM_Cardholder_Appointment Page 1 of 18
Built with Tanida Demo Builder www.demo-builder.com
Intro
Cardholder Role Appointment Welcome to Procurement Integrated Enterprise Environment (PIEE). This demonstration contains audio narrative. Please adjust your volume accordingly.
Step 1
This presentation provides an overview of the Cardholder (CH) appointment initiated by an A/OPC or O A/OPC. After reading the Privacy Statement click the Accept button to continue.
JAM_Cardholder_Appointment Page 2 of 18
Built with Tanida Demo Builder www.demo-builder.com
Step 2
The first step in the process is appointing a CH. In this demonstration we will start the appointment process by logging into PIEE as a A/OPC or O A/OPC.
Step 3
A nominator with an A/OPC or O A/OPC role will intitiate the Cardholder appointment. Click the Cardholder Appointment option from the Create Appointment dropdown.
JAM_Cardholder_Appointment Page 3 of 18
Built with Tanida Demo Builder www.demo-builder.com
Step 4
The A/OPC or O A/OPC clicks the Select button. They will serve as the initiator for the Cardholder appointment with the selected role and organization.
Step 5
A list of available appointees under the span control of the selected organization will be displayed. The A/OPC or O A/OPC clicks the Select button for the corresponding appointee.
JAM_Cardholder_Appointment Page 4 of 18
Built with Tanida Demo Builder www.demo-builder.com
Step 6
The A/OPC or OA/OPC will then enter all the required information.
Step 7
Add any relevant training which has been completed. Click the Add Training button.
JAM_Cardholder_Appointment Page 5 of 18
Built with Tanida Demo Builder www.demo-builder.com
Step 8
Click the Add button after entering Training information.
Step 9
Click the Add Special Designation button. Select a Special Designation from the dropdown then fill in any mandatory fields and click the Add button.
JAM_Cardholder_Appointment Page 6 of 18
Built with Tanida Demo Builder www.demo-builder.com
Step 10
Enter an Email Address and click the Lookup Direct Oversight A/OPC button. Select a user who will act as the direct Oversight A/OPC for the appointment. This is a required action.
Step 11
After all mandatory information has been entered click the Next button.
JAM_Cardholder_Appointment Page 7 of 18
Built with Tanida Demo Builder www.demo-builder.com
Step 12
If the initiator does not have Delegating/Appointing Signatory a Delegating/Appointing Signatory can be selected from the available list.
Step 13
An External DAS can be entered as well. Click Select External Delegating/Appointing Signatory button.
JAM_Cardholder_Appointment Page 8 of 18
Built with Tanida Demo Builder www.demo-builder.com
Step 14
Click the Continue button.
Step 15
Click the Submit button.
JAM_Cardholder_Appointment Page 9 of 18
Built with Tanida Demo Builder www.demo-builder.com
Step 16
Click I concur with the Appointment Certifications button.
Step 17
Enter Comments and click the Submit button.
JAM_Cardholder_Appointment Page 10 of 18
Built with Tanida Demo Builder www.demo-builder.com
Step 18
The appointment has been submitted successfully. An email notification will be sent to the Appointee's Supervisor.
Step 19
The Appointee's Supervisor will click on the link to approve the appointment.
JAM_Cardholder_Appointment Page 11 of 18
Built with Tanida Demo Builder www.demo-builder.com
Step 20
After clicking the link, a new page will open with certificate modal displayed, select the displayed certificate and click the ‘OK’ button to continue. For additional help with Smart Card Authentication visit the FAQ Certificate Modernization section of the WBT on the Homepage under Info for all Users. Select your Certificate from the Java Applet and click the 'OK' button.
Step 21
As the Appointee's Supervisor review all appointment information.
JAM_Cardholder_Appointment Page 12 of 18
Built with Tanida Demo Builder www.demo-builder.com
Step 22
The Appointee's Supervisor clicks the Approve button at the bottom of the screen.
Step 23
The Appointee's Supervisor clicks the Approve button after reviewing the Appointment Certifications.
JAM_Cardholder_Appointment Page 13 of 18
Built with Tanida Demo Builder www.demo-builder.com
Step 24
Enter Comments and click the Approve button.
Step 25
Continue with the Signature process and sign with Authentication method displayed. For additional help with Smart Card Authentication visit the FAQ Certificate Modernization section of the WBT on the Homepage under Info for all Users. As the appointee's Supervisor select your Certificate from the Java Applet and click the 'OK' button.
JAM_Cardholder_Appointment Page 14 of 18
Built with Tanida Demo Builder www.demo-builder.com
Step 26
The Appointment has been approved by the Appointee's Supervisor. An email notification will be sent to the Delegating/Appointing Signatory to approve the appointment.
Step 27
The Delegating/Appointing Signatory will click on the link to approve the appointment.
JAM_Cardholder_Appointment Page 15 of 18
Built with Tanida Demo Builder www.demo-builder.com
Step 28
Continue with the Signature process and sign with Authentication method displayed. For additional help with Smart Card Authentication visit the FAQ Certificate Modernization section of the WBT on the Homepage under Info for all Users. As the appointee's Supervisor select your Certificate from the Java Applet and click the 'OK' button.
Step 29
Click the Affirm button.
JAM_Cardholder_Appointment Page 16 of 18
Built with Tanida Demo Builder www.demo-builder.com
Step 30
Click the Approve button at the bottom of the screen.
Step 31
Click Approve button to approve the appointment.
JAM_Cardholder_Appointment Page 17 of 18
Built with Tanida Demo Builder www.demo-builder.com
Step 32
Enter Comments and click the Approve button.
Step 33
Continue with the Signature process and sign with Authentication method displayed. For additional help with Smart Card Authentication visit the FAQ Certificate Modernization section of the WBT on the Homepage under Info for all Users. As the appointee's Supervisor select your Certificate from the Java Applet and click the 'OK' button.
JAM_Cardholder_Appointment Page 18 of 18
Built with Tanida Demo Builder www.demo-builder.com
Step 34
An email notification has been sent to the Appointee letting them know the Appointment has been approved. An email notification is sent to the GAM with information to activate the CH role. The appointment process is complete and the Cardholder role is active.
End
This concludes our demonstration.