eVA Managing Agency Data, Setup and Security: Much More than Just a Login

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eVA Managing Agency Data, Setup and Security
Much More than Just a Login

• Jan Giffin, CPPO, CPPB, VCO
• Sandra Gill, CPPO, CPPB, VCO
• Procurement Management Account Executives,
  DGS/DPS

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Managing Agency Data and Setup

• Agencies need to make sure that the data and
  setup in eVA stays current
• Addresses Billing and Shipping
• Field
• Field Data
• Roles
• Signer Rules
• BSO Approvers and Commodity
• PR Field Defaults (managed on the BSO)

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Managing Agency Data

• Addresses Billing and Shipping
• Keep all addresses current
• Update addresses with any changes
• Delete addresses that are no longer needed
• remember to notify eVA Billing if a billto
  address is added or deleted and your agency does
  multiple eVA billing.

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Managing Agency Data

• Field
• Keep all fields current, the label, length, and
  if it visible, editable, and/or mandatory
• Turn off any fields no longer needed and remove
  and associated data.

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Managing Agency Data

• Field Data
• Keep all Field Data Current.
• Delete field data that is no longer in use (i.e.
  expired grant)
• This is critical if the agency is using signer
  rule(s) to trigger approval
• When adding data it must be determined if it
  needs to be added to signer rule data to trigger
  an approval

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Managing Agency Data

• Roles
• Keep all roles current
• Remove roles no longer needed from assigned
  user(s) and delete roles that are no longer in
  use (i.e. expired grant approver)

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Managing Agency Data

• Signer Rules
• Keep all Signer Rule(s) Data Current.
• Delete rule data that is no longer contained in
  field data
• Add rule data when field data that has been
  added requires approval

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Managing Agency Setup

• BSO Dollar Approvers and Commodity Approvers
• Keep all BSO approvers current.
• Delete or add commodity approvers as required
  Delete or add dollar approvers as required
• Also dont forget receiving approver, DPA
  approver, PO print approver if used.

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Managing Agency Setup

• BSO Field Defaults
• Keep all BSO field defaults up to date.

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eVA Electronic Procurement Security Policy and
Security Documents

• Requires designation of an agency security
  officer.
• Responsible for granting user access and
  terminating access as appropriate
• Responsible for performing quarterly reviews of
  user access
• Responsible for performing annual certification
  of user access.

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eVA Electronic Procurement Security Policy and
Security Documents

• Granting access is to be based on least
  privileges
• Only have access to what that the user needs
• Work with the procurement office to determine
  privileges
• If agency has advance level security (user
  management) agency may NOT grant Data Management,
  User Management, eProcurement to users must be
  done through DGS- eVA Security

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eVA Electronic Procurement Security Policy and
Security Documents

• Setting up users the basics
• Deactivating users the basics

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eVA Electronic Procurement Security Policy and
Security Documents

• Policy and Standards are currently being
  rewritten.
• More to come and training.