Kenneth Sudol

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Kenneth Sudol AssociatesJPAS Management

• JCAVS / JPAS
• Training for Security Professionals

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Presented by

• Clyde Sayler
• JPAS Industry Team
• Kenneth Sudol Associates
• JPAS Management
• L-3 Communication Inc.
• Tele 801-608-9240
• E-Mail Clyde_Sayler_at_JPASManagement.com

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JCAVS/JPAS Training

• We are pleased to offer the following training
  for users of the JCAVS/JPAS system
• JCAVS/JPAS Training for Security Professionals -
  A comprehensive overview of JPAS (Joint Personnel
  Adjudication System) and it's JCAVS (Joint
  Clearance and Access Verification System)
  subsystem.
• JCAVS Update - Learn about the latest
  developments and issues in the JCAVS system.
• JCAVS User Training for Level 7, Level 8, or
  Level 10 - Learn about the various functions
  available to specific user levels.
• Clearance Requirement Minimum of an interim
  SECRET CLEARANCE with an open investigation,
  based on a NLC investigation. Eligibility will be
  verified on JPAS.
•  
• Prerequisites Must be eligible for access to
  JCAVS.
• Click on each of the course titles above to
  access more information! You will be redirected
  to our Training Partner Kenneth Sudol
  Associates. Class Registration made with Kenneth
  Sudol Associates.
•  
• JCAVS / JPAS Training
• September 7-8   Registration
• October 5-6  Registration
• November 16-27  Registration

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JPAS Management

• WWW.JPASManagement.com
• Management 
• Are you having problems managing your JPAS
  account?
• Do you need help submitting Security Clearances?
• We can help you by managing your JPAS account as
  your proxy.  Let us do the work for you.  We have
  flexible plans that can meet your needs.  Give us
  a call so we can start helping you today.
•  
• Training
• Do you, your business or professional
  organization need JPAS and e-QIP training?
• We offer the best JPAS training available.
• Our experts have trained Government and Industry
  Security Professionals around the country 
• We have presented training at the 2005 and 2006
  National NCMS conference and given training to
  local NCMS chapters around the country.
• Consulting
• Do you need help? 
• Do you need to establish a JPAS account?
• We offer 24 hour support. Our expert consultants
  can start helping you today.  We have a
  consulting package that will fit your businesses
  needs, contact us today.  

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JCAVS Main Menu
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Select Person
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Description

• Person Summary screen
• Provides detailed information for a selected
  record
• Its a primary screen

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Description

• Populated with data from the following databases
• PID Data
• AFPC, DCPDS, DEERS, DIA, DISCO, USMC and USN
• Investigative Databases
• DSS, OPM
• CAF Data
• AFPC, DIA, DISCO, WHS, NSA, and NRO (Future)

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Description

• Person Summary
• Visit Person Summary Screen
• Person Category
• Access Section
• SCI Access
• Non-SCI Access
• Visit Information

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Person Summary Screen Description

• Personal Identification Section
• Access Section
• Person Category Section
• Investigation Summary and Investigation Request
  Section
• Adjudication Summary Section
• External Interfaces Section

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Person Category
12
Access
13
Person Category
14
Investigation Summary
15
Adjudication Summary
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External Interfaces
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Display Abbrev. Person Summary With Visit
Information
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Description

• Person Summary
• Visit Person Summary Screen
• Person Category Section
• Access Section
• SCI Access
• Non-SCI Access
• Visit Information Section

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Visit Person Summary
LAST, FIRST
Subjects SSN
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Description

• Display Add/Modify Non-DoD Person
• Personal Identification Section
• Update PID information
• Available Category Types Drop-Down Menu
• Add new categories
• Person Category Section
• Enter organization information

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Display Add/Modify Non-DoD Person Selection
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Personal Identification Section
Subjects SSN
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Available Category Types Screen
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Person Category
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Select Person / Display SII (e-Clearance)
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Description

• Display SII (e-Clearance)
• The JPAS e-Clearance screen allows all JAMS users
  and JCAVS User Levels 2 through 6 to access OPM
  SII records for selected individuals from within
  the JPAS application.    

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e-Clearance (Display SII) Screen
Subjects SSN
DOB
Last, First
Subjects SSN
DOB
Last, First
Last, First
Last, F
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JCAVS Main Menu / View SMO
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Description

• SMO Search Screen
• The JPAS SMO Search screen allows
• Search for SMO in the database
• Access from several places within JCAVS.

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SMO Search Results
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JCAVS Main Menu / Mass Personnel
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Description

• The JPAS Manage Mass Personnel Changes screen
  allows JAMS DISCO CAF Users (Manager, Supervisor
  or Adjudicator) or JCAVS Industry Users (Levels 2
  through 6) to perform transfers and/or
  separations on multiple Industry persons within a
  given organization.

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Manage Mass Personnel Changes Screen
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JCAVS Main Menu / Create Modify Visit
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Description

• The JCAVS Add/Modify/Cancel a Visit screen allows
  JCAVS User Levels 2-6 and 10 to Add, Modify or
  Cancel visits.
• View a visit in level 2 - 7 and 10

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Ass/Modify/Cancel A Visit Screen. NO Visits
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Add/Modify/Cancel A Visit Screen
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Visit Information Screen
LAST, FIRST
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
Subjects SSN
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JCAVS Main Menu / Notifications
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Notification

• Access Suspension
• Action by Svc SMO
• Aging Interim
• CAF Information Rqst
• Eligibility Change
• Incident Update
• Invest Rqst Status

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Notification

• Message From CAF
• Overdue Suspense
• Projected Losses
• Reactivate Rqst Stat
• RRU Response
• SOR
• Visit

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Notification Procedure

• JCAVS Main Menu
• Notifications sub menu
• Make selection hyperlink
• Selection displays

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Notification Description

• Access Suspension Screen
• Report Access Suspension in the User's PSM Net.
• Notification is received if the CAF takes an
  action against a Person's Access.
• Owning or Servicing relationship
• An Owning or Servicing relationship of a Person
  Category within your  PSM Net is required to
  receive notifications.

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Access Suspension Screen
LAST, FIRST
Subjects SSN
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
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Notification Description

• Action by Svc SMO Screen
• Notification sent to organization with an Owning
  Relationship of the Person Category
• Notification sent when Servicing SMO takes an
  action on that person

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Action by Svc SMO Screen
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
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Notification Description

• Aging Interim Screen
• Interim Non-SCI is six months old.
• Notification is sent
• Notification sent every six months thereafter
  until the basis for the Interim changes
• i.e., the person receives a final eligibility
• Non-SCI Interim is removed

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Notification Description

• From Interim granted
• The six month point is determined from the date
  the Non-SCI Interim is granted.
• Owning or Servicing relationship
• An Owning or Servicing relationship of a Person
  Category within your  PSM Net is required to
  receive notifications.

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Aging Interim Screen
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
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Notification Description

• CAF Information Request Screen
• Receive Requests from CAF
• Allows the JCAVS user to receive requests for
  information from the CAF including
• Requests for Financial Statements
• Mental Health Evaluations
• etc. 

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Notification Description

• Reply to CAF
• Provides a means for the Security Manager to
  reply to the CAF concerning the request
• Owning or Servicing relationship
• An Owning or Servicing relationship of a Person
  Category within your  PSM Net is required to
  receive notifications.

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CAF Information Request Screen
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
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Notification Description

• Eligibility Update Screen
• Notifications
• Eligibility Change
• For someone in the JCAVS Users PSM Net
• Owning or Servicing relationship
• An Owning or Servicing relationship of a Person
  Category within your  PSM Net is required to
  receive notifications.

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Eligibility Change Screen
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
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Notification Description

• Incident Update Screen
• Notification of Incident Report made
• Owning or Servicing relationship
• An Owning or Servicing relationship of a Person
  Category within your  PSM Net is required to
  receive notifications.

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Incident Update Screen
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
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Notification Description

• Investigation Request Status Screen
• Notifications on status changes on Investigation
  Request
• Owning or Servicing relationship
• An Owning or Servicing relationship of a Person
  Category within your  PSM Net is required to
  receive notifications.

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Investigation Request Status Screen
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
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Notification Description

• Message From CAF Screen
• Receive notifications sent from the CAF
• Owning or Servicing relationship
• An Owning or Servicing relationship of a Person
  Category within your  PSM Net is required to
  receive notifications.

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Message From CAF Screen
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
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Notification Description

• Overdue Suspense Screen
• Allows JCAVS User to receive timely notifications
  when an Overdue Suspense occurs
• Owning or Servicing relationship
• An Owning or Servicing relationship of a Person
  Category within your  PSM Net is required to
  receive notifications.

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Notification Description

• JCAVS Add/Modify Suspense Data screen
• The suspense's are set by the User from the JCAVS
  Add/Modify Suspense Data screen.
• Date Completed
• The notification entries  remain until the user
  enters a "Date Completed" on the JCAVS Add/Modify
  Suspense Data screen.

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Overdue Suspense Screen
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
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Notification Description

• Projected Losses Screen
• Projected Departure
• Allows JCAVS User to receive notifications of a
  person's projected departure
• Sent from Personnel Center
• Notification activated once the appropriate
  Personnel Center sends a projected SAR or
  projected RNLTD for the Person via the batch
  update process

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Notification Description

• Air Force
• Currently notifications will be received by Air
  Force personnel only until other services send
  similar data.
• Owning or Servicing relationship
• An Owning or Servicing relationship of a Person
  Category within your  PSM Net is required to
  receive notifications.

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Projected Losses Screen
Subjects SSN
LAST, FIRST
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Notification Description

• Reactivate Request Status Screen (Archived
  record)
• Notification regarding the status of their
  request to have a record "Reactivated on a
  Archived Record
• Owning or Servicing relationship
• An Owning or Servicing relationship of a Person
  Category within your  PSM Net is required to
  receive notifications.

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Reactivate Request Status Screen
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
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Notification Description

• RRU Response Screen
• Receive responses from the CAF to previous
  requests for Research, Recertification or Upgrade
• Owning or Servicing relationship
• An Owning or Servicing relationship of a Person
  Category within your  PSM Net is required to
  receive notifications.

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RRU Response Screen
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
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Notification Description

• SOR (Statement of Reasons)
• Notifies JCAVS User that a SOR is being issued
  for an individual
• Owning or Servicing relationship
• An Owning or Servicing relationship of a Person
  Category within your  PSM Net is required to
  receive notifications.

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SOR Screen
Subjects SSN
LAST, FIRST
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Notification Description

• Visit Screen
• Notification of personnel visiting their SMO
• Owning or Servicing relationship
• An Owning or Servicing relationship of a Person
  Category within your  PSM Net is required to
  receive notifications.

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Visit Screen
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
Subjects SSN
LAST, FIRST
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Visit Screen
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Notification Review

• Available to users CAVS User Levels 2 through 6.
• You must have an Owning or Service relationship
  to receive most notification.
• Notifications are indicated on the left side of
  the corresponding notification type on the
  navigation bar.

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JCAVS Main Menu / Reports
78
Reports
Overview
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Report Description

• Reports allow JCAVS User retrieve information
  concerning Person
• Listed within their PSM Net
• Owing relationship
• Servicing relationship
• Having a Person Category with the organizations
• Cage Code
• UIC
• ETC.

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Report Settings

• Settings requirement of the COGNOS application.  
• Adobe Acrobat 5 or 7 users
• Open the Acrobat Reader and open the menu
  Edit/Preferences/Options.
• Disable the entry
• "Allow Fast Web View" by de-selecting the check
  box.

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Report Settings

• Save your changes
• Error message
• If this is not done, you will receive the
  following error message when attempting to run
  reports  
• "Error Reading linearized hint data."

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Procedure

• JCAVS Main Menu
• Reports sub menu
• Make selection hyperlink
• The Report selected will open in the selection
  criteria screen.

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Reports

• Act PC-Access/No PSM Net
• Inv Rqst By Duty Pos
• Non-SCI Totals
• Periodic Reinvest
• Personnel
• PSM Net Personnel

84
Reports

• SMO-No PSM Net
• SMO-No Users
• SMO-PC-No Access
• Suspense
• Suspension

85
Purple Navigation Window (JCAVS Main Menu)
86
Reports Menu
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Report Selection
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Report Description

• Act PC-Access/No PSM Net
• The JCAVS Active Person Categories and Accesses
  Not in PSM Net Report allows JCAVS User Levels 2
  through 6 to retrieve information regarding
  Active persons in their Service Agency currently
  indoctrinated into Access, without a PSM Net
  relationship.

89
Report Selection Screen
90
Report Submitted
91
Report Running Screen
92
ReportActive Person Categories Accesses-Not in
PSM Net
93
Report Downloadable File Types

• The report will open using Adobe Acrobat Reader. 
• Download into the selected file type
• Excel file
• PDF File

94
Report Description

• Inv Rqst by Duty Pos
• The JCAVS Investigation Request by Duty Position
  Report allows JCAVS User Levels 2 through 6 with
  Initiate Investigation Request or Approve
  Investigation Request permission to generate a
  listing of investigation requests by duty
  position within their PSM Net.

95
Reports Menu
96
Report Selection Screen
97
ReportInvestigation Requests by Duty Position
98
Reports Menu
99
Report Description

• Non-SCI Totals
• The JCAVS Non-SCI Access Totals Report allows
  JCAVS User Levels 2 through 6 to retrieve Non-SCI
  Access totals within their PSM Net.

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Reports Menu
101
Report Selection Screen
102
Report Screen
103
Report Description

• Periodic Reinvest
• The JCAVS Periodic Reinvestigation Report allows
  JCAVS User Levels 2 through 6 to generate a
  listing of persons within their PSM Net requiring
  a Periodic Reinvestigation.

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Reports Menu
105
Report Selection Screen
106
Report
107
Report Description

• Personnel
• Personnel by Eligibility and Access Report
• Allows retrieval of a report of Person listing by
  Eligibility and Accesses from within their PSM Net

108
Reports Menu
109
Personnel (by Eligibility and Access Report)
Selection Screen
110
Personnel (by Eligibility and Access Report)
Selection Screen
111
Report
112
Report Description

• PSM Net Personnel
• The JCAVS PSM Net Personnel Report allows JCAVS
  User Levels 2 through 6 to display all affiliated
  JPAS users with an active Owning or Servicing
  relationship with a User's Security Management
  Office and subordinate offices.

113
Report Selection Screen
114
Report
115
Report Description

• SMO-No PSM Net
• The JCAVS Security Management Offices (SMO) With
  No PSM Net Report allows JCAVS User Levels 2
  through Level 6 to retrieve information regarding
  SMOs in their hierarchy that have not established
  their PSM Net.

116
Reports Menu
117
Report Selection Screen
118
Report
119
Report Description

• SMO-No Users
• The JCAVS Security Management Offices With No
  Users Report allows JCAVS Levels 2 through Level
  6 Users to retrieve information regarding SMOs in
  their PSM Net without users.

120
Reports Menu
121
Report Selection Screen
122
Report
123
Report Description

• SMO-PC-No Access Report
• The JCAVS Security Management Office with Person
  Category and No Accesses Report allows JCAVS User
  Levels 2 through 6 to retrieve information
  regarding persons within their PSM Net that have
  a Person Category and no Accesses.

124
Report Selection Screen
125
Report
126
Report Description

• Suspense
• The JCAVS Suspense Report allows JCAVS User
  Levels 2 through 6 to retrieve information
  regarding open suspenses set for persons within
  their PSM Net and due during the requested
  timeframe.

127
Reports Menu
128
Report Selection Screen
129
Report Selection Screen
130
Report Screen
131
Report Description

• Suspensions
• The JCAVS Suspensions Report allows JCAVS User
  Levels 2 through 6 to retrieve information
  regarding suspensions for persons within their
  PSM Net.

132
Report Selection Screen
133
Report Screen
134
Report Review
135
JCAVS Main Menu
136
Description

• Security Relationship
• The PSM Net concept is based on security
  relationships with individual Person Categories
  instead of units or organizations.
• Associated Responsibility
• It associates an SMO with the personnel for whom
  they have responsibility.

137
Description

• Security Actions
• The relationship allows the Security Managers in
  an SMO to take security actions on their
  personnel and to receive notifications about
  them.
• Flow of Information
• It also promotes the accurate flow of information
  within JPAS to the correct recipients

138
Description

• Since PSM Net operates independently of unit and
  organization designators, it works with any
  functional or structural division of effort
  because you create it to reflect the way your
  organization or unit operates.

139
Description

• Security Actions
• To perform security actions for a Person
  Category, you must first bring that Person
  Category into your PSM Net by claiming a
  relationship.
• There are two kinds of PSM Net relationships
• Owning
• Servicing

140
Description

• Note.
• There are two exceptions to the relationship
  rule
• In-Processing and
• Incident Reporting

141
PSM Net
142
PSM Net Person Categories
SSN Subject
LAST, FIRST NAME 1
SSN Subject
LAST, FIRST NAME 2
LAST, FIRST NAME 3
SSN Subject
143
JCAVS Main Menu

144
Manage Invest Rqsts Submenu
145
Description

• Create Investigation Request
• The JPAS Determine Investigation Scope screen
  allows JAMS or JCAVS users, with Investigation
  Request system function permissions, to select
  the correct investigative scope when submitting
  an Investigation Request to OPM for a person.
  Note. JAMS Users are allowed only to "Approve"
  investigation requests.

146
Select Person / Display Person Summary / Create
Investigation Request
147
Person Category / Investigation Request
148
Description

• Investigation Request Status Notification
• The JCAVS Investigation Request Status
  Notification allows JCAVS Level 2 through 6 Users
  to receive notifications if the status changes
  for an Investigation Request.

149
Investigation Request Status Notification Screen
With List
150
JCAVS Main Menu
151
Description

• Home
• The JCAVS Welcome/Main Menu screen will indicate
  you have successfully logged into the system.
• From this screen you can navigate to different
  system functions.

152
Home
153
JCAVS Main Menu
154
Change Password Screen
155
Description

• Change Password
• The JPAS Change Password screen allows a user to
  change his password at any time once successfully
  logged into the system. 
• The user automatically navigates to this screen
  the first time they successfully log into the
  system.

156
JCAVS Main Menu
157
Person Category
158
Description

• The JCAVS Choose Category/Level screen allows a
  multiple Category/Level JCAVS User to select the
  appropriate Category and/or Level for a work
  session.
• User Levels are assigned to Person Categories by
  Account Managers.

159
User Level
160
Description

• The JCAVS Choose Category/Level screen displays
• Immediately once the user logs into the system
• If the user has more than one Person Category or
  Level established
• Change Category/Level screen can be accessed on
  the navigation window

161
JCAVS Main Menu
162
Description

• Tutorial
• The JCAVS Tutorial allows users to locate
  information using
• Contents
• Index
• Search
• Glossary

163
Contents Selection
164
Index Selection
165
Search Selection
166
Glossary Selection
167
JCAVS Main Menu
168
JPAS News
169
Description

• News
• Learn the latest news concerning JPAS

170
Description

• Logout
• The JCAVS Logout Function Screen is how a user
  should ALWAYS leave the system.  

171
Description

• Tutorial
• The JCAVS Tutorial allows users to locate
  information using
• Contents
• Index
• Search
• Glossary

172
JCAVS Main Menu / Logout
173
Logout
174
JPAS Warning Screen
175
Questions

• ?