1 42000063628 2018-07-11T14:44:37-04:00 42000098988 false FAQs 1 2018-07-11T14:44:37-04:00 1 1 2018-07-25T14:51:58-04:00 0 0 If a clause that would be affected by a clause update is added to a base document before running the clause update, after the update is run the validation warning “A newer version of Clause XXXX is available” appears.  However, if the document is released and modified without updating the clauses, the validation warning does not appear when running validations. This is because the warning only appears for included clauses on the current version of the document. If there are no new clauses on the modification, then the warning will not appear. Note: To determine if a clause is on the current version of a document, users can navigate to the Clauses tab of the current version of the document and make sure that the View on the "Summary" panel is set to "Current Version". This will clause the page to display all clauses that exist on the current document version.  <p>If a clause that would be affected by a clause update is added to a base document before running the clause update, after the update is run the validation warning “A newer version of Clause XXXX is available” appears. </p><p><br></p><p><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42004666132/original/eOHBFsG2jzw0ts3zKUuEtt4_2gH0bE4nGg.PNG?1533585017" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42004666132/original/eOHBFsG2jzw0ts3zKUuEtt4_2gH0bE4nGg.PNG?1533585017" data-fileid="42004666132" data-uniquekey="1533584442332"></p><p><br></p><p>However, if the document is released and modified without updating the clauses, the validation warning does not appear when running validations. This is because the warning only appears for included clauses on the current version of the document. If there are no new clauses on the modification, then the warning will not appear.</p><p><br></p><p>Note: To determine if a clause is on the current version of a document, users can navigate to the Clauses tab of the current version of the document and make sure that the View on the "Summary" panel is set to "Current Version". This will clause the page to display all clauses that exist on the current document version. </p> 42000098988 35 42000037601 2018-08-30T12:08:01-04:00 42001690947 1 2 0 0 Why is a clause validation warning appearing on the base version of a document but not the modified version? 2018-07-25T14:51:58-04:00 42005286544 2 2018-07-27T16:19:23-04:00 0 0 Currently, the application does not have the ability to schedule when a document is posted to FedConnect. A workaround for this is to make sure that document is not being posted to FedConnect upon release by unchecking the box "Send Award to FedConnect" on the Distribution page.  After waiting the necessary time, you may manually post to FedConnect.  <p style="">Currently, the application does not have the ability to schedule when a document is posted to FedConnect. A workaround for this is to make sure that document is not being posted to FedConnect upon release by unchecking the box "Send Award to FedConnect" on the Distribution page. </p><p><br></p><p style=""><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42004162704/original/j38KFzaHfMVmpcji_fwCR3ZaMQCGroBgSQ.JPG?1532722740" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42004162704/original/j38KFzaHfMVmpcji_fwCR3ZaMQCGroBgSQ.JPG?1532722740" data-fileid="42004162704" data-uniquekey="1532718741966"></p><p><br></p><p>After waiting the necessary time, you may manually post to FedConnect. </p><p><br></p><p><img class="fr-dib fr-draggable fr-bordered fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42004162585/original/PeXYzOMP6PA2Y1H3lMlcltE_ev5wghbfYg.JPG?1532722563" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42004162585/original/PeXYzOMP6PA2Y1H3lMlcltE_ev5wghbfYg.JPG?1532722563" data-fileid="42004162585" data-uniquekey="1532718741966"></p> 42000098988 42 42000037827 2018-10-15T13:31:17-04:00 42001690947 2 2 0 0 Are you able to specify when award notifications are sent to FedConnect? 2018-07-27T16:19:23-04:00 42005286695 1 2018-11-07T10:22:27-05:00 0 0 The purpose of 'Responses' in FedConnect is to create a response to the agency for a non-auction type opportunity.  Example: You may be seeking a government contract and need to submit a quote or proposal. The purpose of the 'Message Center' in FedConnect is to send messages or questions directly to the contracting office. Example: Could you provide additional details in regards to this opportunity? <p>The purpose of 'Responses' in FedConnect is to create a response to the agency for a non-auction type opportunity. </p><ul><li>Example: You may be seeking a government contract and need to submit a quote or proposal.</li></ul><p><br></p><p>The purpose of the 'Message Center' in FedConnect is to send messages or questions directly to the contracting office.</p><ul><li>Example: Could you provide additional details in regards to this opportunity?</li></ul> 42000098988 35 42000046493 2018-12-04T21:51:25-05:00 42001690947 3 2 0 0 What is the difference between Responses and Message Center? 2018-12-04T21:51:22-05:00 42005286695 1 2018-08-07T14:31:32-04:00 0 0 This serves as the database name for clauses created on-the-fly within a .NET document. It is not a custom clause database and it is not editable in System Setup | Clause Setup outside of the user controlling the sequence.  <p style="">This serves as the database name for clauses created on-the-fly within a .NET document. It is not a custom clause database and it is not editable in System Setup | Clause Setup outside of the user controlling the sequence. </p><p style=""><br></p><p style=""><br></p> 42000098988 29 42000039000 2018-08-07T14:31:32-04:00 42005286695 4 2 0 0 What is the Clause database "DOC" for? 2018-08-07T14:31:32-04:00 42005286695 1 2019-06-20T12:04:38-04:00 0 0 With the release of version 7.3, certain documents may default the form upon creation depending on the document you are creating as well as the method in which the document was created. If none of the conditions in the table below apply to your scenario, no form will default on your newly created document. The below was confirmed as of COTS v. 74.21.01.95  Document Type Created From Default Form (if enabled) Second Default (if enabled) Requisition Any (New, Existing, APP) REQGEN HHS393 (11/11) Solicitation New N/A N/A Existing The form from the existing solicitation carries over. N/A Requisition N/A N/A MAS The Form that was selected on the MAS carries over. N/A Purchase Order New DD1155 (Dec 2001) OF347(2/2012) Requisition DD1155 (Dec 2001) OF347(2/2012) Solicitation N/A N/A Solicitation Bid N/A N/A Existing DD1155 (or whatever the Original Purchase Order Form that was selected on the parent document) OF347 (2/2012)(or whatever the Original Purchase Order Form that was selected on the parent document) Reconstruct N/A N/A Contract New SF-26 (3/2013) SF-26 (5/2011) Requisition SF-26 (3/2013) SF-26 (5/2011) Solicitation The form from the Solicitation carries over The form from the Solicitation carries over Solicitation Bid The form from the Solicitation carries over  The form from the Solicitation carries over  Existing The form from the parent document carries over. The form from the parent document carries over. Reconstruct N/A N/A Delivery/Task Order New DD1155(Dec 2001) OF347(2/2012) Requisition DD1155 (Dec 2001)  OF347 (2/2012) Solicitation N/A N/A Solicitation Bid N/A N/A Existing DD1155 (Dec 2001) OF347 (2/2012) Contract DD1155 (Dec 2001) OF347 (2/2012) Reconstruct DD1155 (Dec 2001) OF347(2/2012) Req for TO/DO DD1155 (Dec 2001) OF347 (2/2012) BPA New N/A N/A Requisition N/A N/A Solicitation N/A N/A Solicitation Bid Defaults to whatever form was selected in the Solicitation Defaults to whatever form was selected in the Solicitation Existing Defaults to whatever form was selected in the BPA N/A Reconstruct N/A N/A BPA Call New DD1155 (Dec 2001) (when using internal BPA) OF347 (2/2012) (when using external BPA) DD1155 (Dec 2001) (when using internal BPA) OF347 (2/2012) (when using external BPA) Requisition DD1155 (Dec 2001) (when using internal BPA) OF347 (2/2012) (when using external BPA) OF347 (2/2012) Solicitation OF347 (2/2012) OF347 (2/2012) Solicitation Bid OF347 (2/2012) OF347 (2/2012) Existing DD1155 (Dec 2001) DD1155 (Dec 2001) Reconstruct OF347 (2/2012) OF347 (2/2012) <p align="center" data-identifyelement="429"><br></p><p>With the release of version 7.3, certain documents may default the form upon creation depending on the document you are creating as well as the method in which the document was created. If none of the conditions in the table below apply to your scenario, no form will default on your newly created document.</p><p><br></p><p>The below was confirmed as of COTS v. 74.21.01.95 </p><p align="center" data-identifyelement="429"><br></p><p align="center" data-identifyelement="429"><br></p><table border="0" cellpadding="0" cellspacing="0" data-identifyelement="431" summary="" title=""><tbody><tr><td width="139"><p align="center">Document Type</p></td><td style="width: 26.0594%;" width="165"><p align="center">Created From</p></td><td style="width: 25.7512%;" width="171"><p align="center">Default Form (if enabled)</p></td><td width="172"><p align="center">Second Default (if enabled)</p></td></tr><tr><td width="139"><p align="center">Requisition</p></td><td style="width: 26.0594%;" width="167"><p>Any (New, Existing, APP)</p></td><td style="width: 25.7512%;" width="169"><p align="center">REQGEN</p></td><td width="162"><p align="center">HHS393 (11/11)</p></td></tr><tr><td width="139"><p align="center">Solicitation</p></td><td style="width: 26.0594%;" width="165"><p>New</p></td><td style="width: 25.7512%;" width="169"><p align="center">N/A</p></td><td width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Existing</p></td><td style="width: 25.7512%;" width="169"><p align="center">The form from the existing solicitation carries over.</p></td><td width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Requisition</p></td><td style="width: 25.7512%;" width="169"><p align="center">N/A</p></td><td width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>MAS</p></td><td style="width: 25.7512%;" width="169"><p align="center">The Form that was selected on the MAS carries over.</p></td><td width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center">Purchase Order</p></td><td style="width: 26.0594%;" width="165"><p>New</p></td><td style="width: 25.7512%;" width="169"><p align="center">DD1155 (Dec 2001)</p></td><td width="162"><p align="center">OF347(2/2012)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Requisition</p></td><td style="width: 25.7512%;" width="169"><p align="center">DD1155 (Dec 2001)</p></td><td width="162"><p align="center">OF347(2/2012)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Solicitation</p></td><td style="width: 25.7512%;" width="169"><p align="center">N/A</p></td><td width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Solicitation Bid</p></td><td style="width: 25.7512%;" width="169"><p align="center">N/A</p></td><td width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Existing</p></td><td style="width: 25.7512%;" width="169"><p align="center">DD1155 (or whatever the Original Purchase Order Form that was selected on the parent document)</p></td><td width="162"><p align="center">OF347 (2/2012)(or whatever the Original Purchase Order Form that was selected on the parent document)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Reconstruct</p></td><td style="width: 25.7512%;" width="169"><p align="center">N/A</p></td><td width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center">Contract</p></td><td style="width: 26.0594%;" width="165"><p>New</p></td><td style="width: 25.7512%;" width="169"><p align="center">SF-26 (3/2013)</p></td><td width="162"><p align="center">SF-26 (5/2011)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Requisition</p></td><td style="width: 25.7512%;" width="169"><p align="center">SF-26 (3/2013)</p></td><td width="162"><p align="center">SF-26 (5/2011)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Solicitation</p></td><td style="width: 25.7512%;" width="169"><p align="center">The form from the Solicitation carries over</p></td><td width="162"><p align="center">The form from the Solicitation carries over</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Solicitation Bid</p></td><td style="width: 25.7512%;" width="169"><p align="center">The form from the Solicitation carries over </p></td><td width="162"><p align="center">The form from the Solicitation carries over </p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Existing</p></td><td style="width: 25.7512%;" width="169">The form from the parent document carries over.</td><td width="162"><p align="center">The form from the parent document carries over.</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Reconstruct</p></td><td style="width: 25.7512%;" width="169"><p align="center">N/A</p></td><td width="162"><p align="center">N/A</p></td></tr><tr><td width="140"><p align="center">Delivery/Task Order</p></td><td style="width: 26.0594%;" width="165"><p>New</p></td><td style="text-align: center; width: 25.7512%;" width="169">DD1155(Dec 2001)<br></td><td width="162"><p align="center">OF347(2/2012)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Requisition</p></td><td style="text-align: center; width: 25.7512%;" width="169">DD1155 (Dec 2001) </td><td width="162"><p align="center">OF347 (2/2012)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Solicitation</p></td><td style="width: 25.7512%; text-align: center;" width="169">N/A</td><td width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Solicitation Bid</p></td><td style="width: 25.7512%;" width="169"><p align="center">N/A</p></td><td width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Existing</p></td><td style="text-align: center; width: 25.7512%;" width="169">DD1155 (Dec 2001)<br></td><td width="162"><p align="center">OF347 (2/2012)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Contract</p></td><td style="width: 25.7512%;" width="169"><p align="center">DD1155 (Dec 2001)</p></td><td width="162"><p align="center">OF347 (2/2012)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Reconstruct</p></td><td style="width: 25.7512%;" width="169"><p align="center">DD1155 (Dec 2001)</p></td><td width="162"><p align="center">OF347(2/2012)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Req for TO/DO</p></td><td style="width: 25.7512%;" width="169"><p align="center">DD1155 (Dec 2001)</p></td><td width="162"><p align="center">OF347 (2/2012)</p></td></tr><tr><td width="139"><p align="center">BPA</p></td><td style="width: 26.0594%;" width="165"><p>New</p></td><td style="width: 25.7512%;" width="169"><p align="center">N/A</p></td><td width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Requisition</p></td><td style="width: 25.7512%;" width="169"><p align="center">N/A</p></td><td width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Solicitation</p></td><td style="width: 25.7512%;" width="169"><p align="center">N/A</p></td><td width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Solicitation Bid</p></td><td style="width: 25.7512%;" width="169"><p align="center">Defaults to whatever form was selected in the Solicitation</p></td><td width="162"><p align="center">Defaults to whatever form was selected in the Solicitation</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Existing</p></td><td style="width: 25.7512%;" width="169"><p align="center">Defaults to whatever form was selected in the BPA</p></td><td width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Reconstruct</p></td><td style="width: 25.7512%;" width="169"><p align="center">N/A</p></td><td width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center">BPA Call</p></td><td style="width: 26.0594%;" width="165"><p>New</p></td><td style="width: 25.7512%;" width="169"><p align="center">DD1155 (Dec 2001) (when using internal BPA)</p><p align="center">OF347 (2/2012) (when using external BPA)</p></td><td width="162"><p align="center">DD1155 (Dec 2001) (when using internal BPA)</p><p align="center">OF347 (2/2012) (when using external BPA)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Requisition</p></td><td style="width: 25.7512%;" width="169"><p align="center">DD1155 (Dec 2001) (when using internal BPA)</p><p align="center">OF347 (2/2012) (when using external BPA)</p></td><td width="162"><p align="center">OF347 (2/2012)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Solicitation</p></td><td style="width: 25.7512%;" width="169"><p align="center">OF347 (2/2012)</p></td><td width="162"><p align="center">OF347 (2/2012)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Solicitation Bid</p></td><td style="width: 25.7512%;" width="169"><p align="center">OF347 (2/2012)</p></td><td width="162"><p align="center">OF347 (2/2012)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 26.0594%;" width="165"><p>Existing</p></td><td style="width: 25.7512%;" width="169"><p align="center">DD1155 (Dec 2001)</p></td><td width="162"><p align="center">DD1155 (Dec 2001)</p></td></tr><tr><td width="139"></td><td style="width: 26.0594%;" width="165"><p>Reconstruct</p></td><td style="width: 25.7512%;" width="169"><p align="center">OF347 (2/2012)</p></td><td width="162"><div rel="clipboard_data"><p align="center">OF347 (2/2012)</p></div></td></tr></tbody></table> 42000098988 4 42000060687 2019-07-10T08:11:16-04:00 42001690947 4 2 0 0 How does PRISM determine what default forms are used for a particular document type in 7.4? 2019-06-21T14:36:42-04:00 42005286706 1 2018-08-10T16:58:51-04:00 0 0 When a user receives a new PIV/CAC certificate, they may be unable to log into the application. If this is the case, the following steps must be taken in order to disassociate the old certificate and associate the new certificate on the front end. This will require a user with Sys Admin access. Log into the application as the Sys Admin user, navigate to System Setup | User, select the user in question, navigate to the "General" page, and click "Edit". Uncheck the "CAC/PIV Card User" option and click Submit. Click "Edit" again, recheck the "CAC/PIV Card User" option, and click Submit. Click the "Return" button, then the "Return to Home" button to return to the home page. Navigate to "Utilities" and click the "Reset Passwords" link. Enter the user's User ID into the "User ID" field, make sure the "Actions" value is set to "Reset Password", and enter in a temporary password into the "New Password" and "Confirm Password" fields. Then click "Submit".      Have the user in question sign into the application using the temporary password entered in the previous step. The user will be prompted to reset their password. Once they log into the home page, have the user click "Sign Out" to bring the user back to the login page, then have them sign back in again with their new password. The user's account will now be CAC enabled with the new certificate. <p>When a user receives a new PIV/CAC certificate, they may be unable to log into the application. If this is the case, the following steps must be taken in order to disassociate the old certificate and associate the new certificate on the front end. This will require a user with Sys Admin access.</p><p><br></p><ol><li>Log into the application as the Sys Admin user, navigate to System Setup | User, select the user in question, navigate to the "General" page, and click "Edit".<br><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007836290/original/5y5ZLCDh_BW2PYhztq49DX0_mjB6sR8TpA?1538679042" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007836290/original/5y5ZLCDh_BW2PYhztq49DX0_mjB6sR8TpA?1538679042" data-fileid="42007836290" data-uniquekey="1538678989785"></li><li>Uncheck the "CAC/PIV Card User" option and click Submit.<br><img class="fr-dib fr-draggable fr-bordered fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007836343/original/s4dNdXBw_-f0wF7jwZZmkTJVmHPsqHBG2g?1538679095" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007836343/original/s4dNdXBw_-f0wF7jwZZmkTJVmHPsqHBG2g?1538679095" data-fileid="42007836343" data-uniquekey="1538678989785"></li><li>Click "Edit" again, recheck the "CAC/PIV Card User" option, and click Submit.<br><img class="fr-dib fr-draggable fr-bordered fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007836400/original/WN6XVsf_Dx5gtUw8OcU0sAwdi7X_UIbXDQ?1538679179" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007836400/original/WN6XVsf_Dx5gtUw8OcU0sAwdi7X_UIbXDQ?1538679179" data-fileid="42007836400" data-uniquekey="1538678989785"></li><li>Click the "Return" button, then the "Return to Home" button to return to the home page.</li><li>Navigate to "Utilities" and click the "Reset Passwords" link.<br><img class="fr-dib fr-draggable fr-bordered fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007836446/original/ZTNPpggGB00TPoUgRhBm5u3y6Pclb2grTg?1538679214" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007836446/original/ZTNPpggGB00TPoUgRhBm5u3y6Pclb2grTg?1538679214" data-fileid="42007836446" data-uniquekey="1538678989785"></li><li>Enter the user's User ID into the "User ID" field, make sure the "Actions" value is set to "Reset Password", and enter in a temporary password into the "New Password" and "Confirm Password" fields. Then click "Submit".<br><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007836478/original/qOyUL2lEehKVudyklh2GGROr5pi1ex6zrw?1538679243" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007836478/original/qOyUL2lEehKVudyklh2GGROr5pi1ex6zrw?1538679243" data-fileid="42007836478" data-uniquekey="1538678989785">    </li></ol><p>Have the user in question sign into the application using the temporary password entered in the previous step. The user will be prompted to reset their password. Once they log into the home page, have the user click "Sign Out" to bring the user back to the login page, then have them sign back in again with their new password. The user's account will now be CAC enabled with the new certificate.</p> 42000098988 30 42000039254 2018-10-15T13:31:05-04:00 42001690947 5 2 0 0 How can a user log in after they receive a new PIV/CAC certificate? 2018-08-10T16:58:51-04:00 42005286544 1 2018-08-14T10:34:36-04:00 0 1 While logged into the application navigate to System Setup | Clause Setup | Select or Add a Custom Clause Database | Select or add a Custom Clause and Edit. Once opened, enter [FILLIN#1#Insert Text here] in under the "Clause Text" and replace "Inset Text here" with the instruction text for this fill-in.    If you want more than one Fill-in in a clause, you would edit the second one to be the next sequence [FILLIN#2#Insert Text here]. Return to the previous screen, and select the "Fill Ins" on the left panel select or search for a Clause and select Edit.   Within the Fill In Detail Page you are able to add Default text, the application fields, or a Line Item Table. <p style="">While logged into the application navigate to System Setup | Clause Setup | Select or Add a Custom Clause Database | Select or add a Custom Clause and Edit.</p><p style=""><br></p><p style=""><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007836532/original/6clbFlXPHPH_AL0GhLsVh56ftXOUugb6iA?1538679347" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007836532/original/6clbFlXPHPH_AL0GhLsVh56ftXOUugb6iA?1538679347" data-fileid="42007836532" data-uniquekey="1538679354651"></p><p style=""><br></p><p style="">Once opened, enter [FILLIN#1#Insert Text here] in under the "Clause Text" and replace "Inset Text here" with the instruction text for this fill-in.   </p><p style="">If you want more than one Fill-in in a clause, you would edit the second one to be the next sequence [FILLIN#2#Insert Text here].</p><p style=""><br></p><p style=""><img class="fr-dib fr-draggable fr-bordered fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007836570/original/8pEK_T8MkJnq2G2Pgr6igKX8IGqf1iK7Vg?1538679414" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007836570/original/8pEK_T8MkJnq2G2Pgr6igKX8IGqf1iK7Vg?1538679414" data-fileid="42007836570" data-uniquekey="1538679354651"></p><p style=""><br></p><p style="">Return to the previous screen, and select the "Fill Ins" on the left panel select or search for a Clause and select Edit.  </p><p style=""><br></p><p style=""><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007836589/original/tnic-GYNwgJ27R4fuB4LzkDd1MlcUcf39w?1538679436" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007836589/original/tnic-GYNwgJ27R4fuB4LzkDd1MlcUcf39w?1538679436" data-fileid="42007836589" data-uniquekey="1538679354651"></p><p style=""><br></p><p style="">Within the Fill In Detail Page you are able to add Default text, the application fields, or a Line Item Table.</p><p style=""><br></p><p style=""><img class="fr-dib fr-draggable fr-bordered fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007836624/original/xRRa0xZMoUUciE6jZdyQGFppBmacE6SEcg?1538679467" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007836624/original/xRRa0xZMoUUciE6jZdyQGFppBmacE6SEcg?1538679467" data-fileid="42007836624" data-uniquekey="1538679354651"></p><p style=""><br></p> 42000098988 24 42000039455 2018-10-15T13:30:29-04:00 42001690947 6 2 0 1 How do you setup a Clause Fill-In for Custom Clauses? 2018-08-14T10:34:36-04:00 42005286695 1 2018-08-16T12:56:27-04:00 0 0 Currently there is a utility that allows you to move documents assigned to a specific user from one site to another. This will require access to a security group that allows access to the “Assign Document Site” functionality. From the homepage, navigate to Utilities | Document Utilities | Assign Document Site. You can type the specific document number or Search all documents of a specific site and click “Display”, then Select the document(s) you would like to move to an alternative site and click “Continue”. Type the new site you would like to document to be moved to and click “Assign”. <p>Currently there is a utility that allows you to move documents assigned to a specific user from one site to another. This will require access to a security group that allows access to the “Assign Document Site” functionality.</p><p><br></p><ol><li>From the homepage, navigate to Utilities | Document Utilities | Assign Document Site.<img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007836784/original/yon_9k-mlwS3eNF92iub_sYEtBlYWBETCg?1538679707" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007836784/original/yon_9k-mlwS3eNF92iub_sYEtBlYWBETCg?1538679707" data-fileid="42007836784" data-uniquekey="1538679705924"><br></li><li>You can type the specific document number or Search all documents of a specific site and click “Display”, then Select the document(s) you would like to move to an alternative site and click “Continue”.<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42005203506/original/MoQer0s19MUwZpKdOh_65AK1XxoPWqK9Sg?1534438379" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42005203506/original/MoQer0s19MUwZpKdOh_65AK1XxoPWqK9Sg?1534438379" data-fileid="42005203506" data-uniquekey="1534438079912"><br></li><li>Type the new site you would like to document to be moved to and click “Assign”.<img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42005203720/original/ISvrddTs18swXsC29cXdhpemy-4B8Qh2zA?1534438566" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42005203720/original/ISvrddTs18swXsC29cXdhpemy-4B8Qh2zA?1534438566" data-fileid="42005203720" data-uniquekey="1534438079912"><br></li></ol><p><br></p> 42000098988 19 42000039809 2018-10-15T13:30:01-04:00 42001690947 7 2 0 0 How can I transfer documents assigned to a specific user from one site to another? 2018-08-16T12:56:27-04:00 42005286706 1 2018-09-05T14:37:16-04:00 0 0 Currently, the maximum amount of line items allowed on a document is 99,899 lines. <p>Currently, the maximum amount of line items allowed on a document is 99,899 lines.</p> 42000098988 18 42000041219 2018-10-15T13:29:13-04:00 42001690947 8 2 0 0 What is the maximum amount of line items the application will allow on a document? 2018-09-05T14:37:16-04:00 42005286706 1 2018-09-05T15:49:36-04:00 0 0 The maximum length for auto-numbering masks is 25 characters for base documents and 20 characters for modifications/amendments.   <p style="">The maximum length for auto-numbering masks is 25 characters for base documents and 20 characters for modifications/amendments.  </p> 42000098988 19 42000041269 2018-10-16T15:36:37-04:00 42001690947 9 2 0 0 What is the maximum character limit for auto-numbering masks? 2018-09-05T15:49:36-04:00 42005286706 1 2018-09-06T12:52:48-04:00 0 0 The Award Date setting is available under System Setup | Sys Configuration | Agency | Options | Awards section. The Values for the setting are as follows: Manual Entry  Auto-set when CO/AO Approves Prompt when CO/AO Approves  Auto-Set on Release Site Determines  If this is set to "Site Determines" you may navigate to System Setup | Sys Configuration | Site | Options | Documents section and make the appropriate configuration.  <p style="">The Award Date setting is available under System Setup | Sys Configuration | Agency | Options | Awards section. The Values for the setting are as follows:</p><p style=""><br></p><ul><li style="">Manual Entry </li><li style="">Auto-set when CO/AO Approves</li><li style="">Prompt when CO/AO Approves </li><li style="">Auto-Set on Release</li><li style="">Site Determines </li></ul><p style=""><br></p><p style="">If this is set to "Site Determines" you may navigate to System Setup | Sys Configuration | Site | Options | Documents section and make the appropriate configuration. </p><p style=""><br></p> 42000098988 21 42000041354 2018-09-06T12:52:48-04:00 42005286695 10 2 0 0 How do you configure when the Award Date is set? 2018-09-06T12:52:48-04:00 42005286695 1 2018-11-13T14:51:16-05:00 0 0 Currently, each document type has two delete supporting document options.  These Delete Supporting Document privileges are as follows:  The Delete Supporting Document Before Release privilege means that the user can delete a Supporting Document that has been added to the award while it is still in progress.  So if the user attached the incorrect supporting document they would be able to immediately delete it.  Once the award has been released the supporting document is unable to be deleted.  The Delete Supporting Document After Release privilege means the user can only delete a supporting document that was added to the award after it was released.  This privilege does not grant the ability to delete the supporting document, which was added prior to release, after the award has been released. <p>Currently, each document type has two delete supporting document options.  These Delete Supporting Document privileges are as follows: </p><p><strong><br></strong></p><ol><li>The <strong>Delete Supporting Document Before Release </strong>privilege means that the user can delete a Supporting Document that has been added to the award while it is still in progress.  So if the user attached the incorrect supporting document they would be able to immediately delete it.  Once the award has been released the supporting document is unable to be deleted.</li><li><strong> </strong>The <strong>Delete Supporting Document After Release</strong> privilege means the user can only delete a supporting document that was added to the award after it was released.  This privilege does not grant the ability to delete the supporting document, which was added prior to release, after the award has been released.</li></ol><p><br></p><p><img class="fr-dib fr-draggable fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42011350622/original/yjmGbCXserVh6lYDyVyBonfZPvP5cPwp7A?1543977934" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42011350622/original/yjmGbCXserVh6lYDyVyBonfZPvP5cPwp7A?1543977934" data-fileid="42011350622" data-uniquekey="1543977558909" style="width: 619px; height: 312.804px;"></p> 42000098988 22 42000046948 2018-12-04T21:45:43-05:00 42001690947 10 2 0 0 Is it possible to delete a supporting document after a document has been released? 2018-12-04T21:39:35-05:00 42005286706 1 2018-09-07T09:07:12-04:00 0 1 Documents can either be numbered manually or by using an autonumber mask. The option of whether to allow manual numberring, autonumbering, or both is configured at the Site level. To turn manual document numbering on or off, a user with appropriate access may navigate to System Setup | Sys Configuration | Site | <Choose Site> | Autonumber | Edit. If you select "Optional" or "Never" for a document type (or modification), that will allow the option for "Manual Entry" to be available when creating a new document. If you select "Mandatory" or "Auto", the "Manual Entry" option for numbering a document will not appear.  Please note that all document numbers of the same document type must be unique; duplicate numbers can not be used, as this will result in an error in the system. <p>Documents can either be numbered manually or by using an autonumber mask. The option of whether to allow manual numberring, autonumbering, or both is configured at the Site level.</p><p><br></p><p>To turn manual document numbering on or off, a user with appropriate access may navigate to System Setup | Sys Configuration | Site | &lt;Choose Site&gt; | Autonumber | Edit. If you select "Optional" or "Never" for a document type (or modification), that will allow the option for "Manual Entry" to be available when creating a new document. If you select "Mandatory" or "Auto", the "Manual Entry" option for numbering a document will not appear. </p><p><br></p><p>Please note that all document numbers of the same document type must be unique; duplicate numbers can not be used, as this will result in an error in the system.</p> 42000098988 26 42000041493 2018-09-14T16:29:26-04:00 42001690947 11 2 0 1 How do you enable manual document numbering? 2018-09-07T09:07:12-04:00 42005286706 1 2018-09-07T09:48:40-04:00 0 1 There are some agencies that have supplemental forms that are able to be added as Attachments/Supporting Docs. When these records are selected, the "Generate" button can be used to generate the supplemental form into PDF. The button will only be clickable when the correct type of document has been detected.  For additional questions about supplemental forms, please contact your account manager or support. <p style="">There are some agencies that have supplemental forms that are able to be added as Attachments/Supporting Docs. When these records are selected, the "Generate" button can be used to generate the supplemental form into PDF. The button will only be clickable when the correct type of document has been detected. </p><p style=""><br></p><p style="">For additional questions about supplemental forms, please contact your account manager or support.</p> 42000098988 16 42000041496 2018-10-15T13:28:49-04:00 42001690947 12 2 0 1 What is the functionality of the "Generate" button in the Supporting Docs section? 2018-09-07T09:48:40-04:00 42005286695 1 2018-09-07T16:05:33-04:00 0 1 Prior to 7.3, each vendor record will have to be manually updated via the front-end. To perform this update, navigate to System Setup | Vendor | select the Vendor | Click SAM and update the record. If your agency has upgraded to 7.3, we have now released the SAM batch upload utility (a.k.a. the SAM batch utility) for use with SAM entity management extracts for agencies that prefer to use SAM extracts to maintain vendor data in the application. The SAM batch utility is installed and runs separately. Please check with your account manager if your agency has this configuration enabled. If your agency prefers to use batch updates to maintain vendor data, the application's SAM batch utility enables your agency to use SAM entity management extracts for daily and monthly vendor data updates.                                                                                                            From the document level, you can use the "Refresh Vendor" button to update vendor data in an "In Progress" document. When you do so, the application retrieves the most recent information from the system vendor table. <p style="">Prior to 7.3, each vendor record will have to be manually updated via the front-end. To perform this update, navigate to System Setup | Vendor | select the Vendor | Click SAM and update the record.</p><p style=""><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42006998291/original/OpyEeqOuQr-vqrxZQYXDJxKvJbCIr8waJg?1537364939" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42006998291/original/OpyEeqOuQr-vqrxZQYXDJxKvJbCIr8waJg?1537364939" data-fileid="42006998291" data-uniquekey="1537363893952"></p><p style=""><br>If your agency has upgraded to 7.3, we have now released the <strong>SAM batch upload utility</strong> (a.k.a. the SAM batch utility) for use with SAM entity management extracts for agencies that prefer to use SAM extracts to maintain vendor data in the application. The SAM batch utility is installed and runs separately. Please check with your account manager if your agency has this configuration enabled.<br><br>If your agency prefers to use batch updates to maintain vendor data, the application's SAM batch utility enables your agency to use SAM entity management extracts for daily and monthly vendor data updates.</p><p>                                                                                                          </p><p style="">From the document level, you can use the "Refresh Vendor" <strong><span></span></strong>button to update vendor data in an "In Progress" document. When you do so, the application retrieves the most recent information from the system vendor table.</p><p style=""><br></p><p style=""><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42006998154/original/f_pilSUZ9by0zp9fgOpPhmDOGJxmdpo_fQ?1537364810" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42006998154/original/f_pilSUZ9by0zp9fgOpPhmDOGJxmdpo_fQ?1537364810" data-fileid="42006998154" data-uniquekey="1537363893952" style="width: 450px; height: 176.16px;"></p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p> 42000098988 35 42000041518 2018-10-15T13:28:33-04:00 42001690947 13 2 0 1 How are vendors linked to SAM updated? 2018-09-07T16:05:33-04:00 42005286695 1 2018-09-11T09:16:41-04:00 0 0 The application does allow you to limit which autonumber masks display for particular users. To do so, navigate to System Setup | Autonumbering | Select a Mask Type | Add | Fill in the fields and select the Site ID. This will assign the mask to a user's specific Site ID. You are also able to restrict which autonumber masks appear to users through System Setup. To configure the list of autonumber masks that display for specific user's sites, navigate to System Setup | User | Roles | "Display All Autonumber Masks" set from "On" to "Off". <p style="">The application does allow you to limit which autonumber masks display for particular users. To do so, navigate to System Setup | Autonumbering | Select a Mask Type | Add | Fill in the fields and select the Site ID. This will assign the mask to a user's specific Site ID.</p><p style=""><br></p><p style=""><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007232477/original/7647v9DFTVulFtCvqHcvCggCJtZ6gEkNOQ?1537803779" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007232477/original/7647v9DFTVulFtCvqHcvCggCJtZ6gEkNOQ?1537803779" data-fileid="42007232477" data-uniquekey="1537803279627" style="width: 464px; height: 199.053px;"></p><p style=""><br></p><p style="">You are also able to restrict which autonumber masks appear to users through System Setup. To configure the list of autonumber masks that display for specific user's sites, navigate to System Setup | User | Roles | "Display All Autonumber Masks" set from "On" to "Off".</p><p style=""><br></p><p style=""><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007232632/original/a5ZXKm2aywyzKgMDLFBw38kBvZA5ncLP6g?1537803906" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007232632/original/a5ZXKm2aywyzKgMDLFBw38kBvZA5ncLP6g?1537803906" data-fileid="42007232632" data-uniquekey="1537803279627" style="width: 263px; height: 350.027px;"></p><p style=""><br></p><p style=""><br></p> 42000098988 17 42000041755 2018-10-15T13:28:10-04:00 42001690947 14 2 0 0 Can you limit which Autonumber Masks display for a user? 2018-09-11T09:16:41-04:00 42005286695 1 2018-09-11T11:05:24-04:00 0 0 No, they may not. User accounts may be deactivated, but they are not removed from the application as they may be linked to documents. By retaining user data in the system, the application is able to maintain data integrity with existing documents while preventing further use of the deactivated user account on documents.  <p style="">No, they may not. User accounts may be deactivated, but they are not removed from the application as they may be linked to documents. By retaining user data in the system, the application is able to maintain data integrity with existing documents while preventing further use of the deactivated user account on documents. </p> 42000098988 13 42000041769 2018-10-15T13:27:32-04:00 42001690947 15 2 0 0 Can user accounts be deleted? 2018-09-11T11:05:24-04:00 42005286695 1 2018-09-11T11:10:38-04:00 0 0 .NET Modules (Requisitions, Solicitations, BPAs, BPA calls, Contracts, DO/TOs, or POs): To create a modification/amendment, from a released document follow this navigation: Home page | open a released award | Click the "Create amendment/modification" or "Amend/Modify" in the action toolbar | Complete fields in "Modification Number" pop-up window | Click Continue. If changes are required to line items navigate to the "Items" page select an item and click "Modify" from the action toolbar. Users may also add new line items by clicking the "Add" from the action toolbar. From the "e-Document" page users are able to switch the "Summary of Changes" section between "Basic Format" and "Enhanced Format"  Via the Summary of Changes section in "Basic Format" you can: Generate "Change Text", which prints on the form's continuation pages. Edit the text that will print in the schedule on the form. Select the continuation pages files you want to use with the form. This format is default for legacy documents. Via the Summary of Changes section in "Enhanced Format" you can: Use "Form Schedule Text" which provides the option of editing the text that will print in the schedule on the form. Edit the continuation pages using the "rich text editor", which allows you more control over the text formatting than the "Form Schedule Text" option.  Add sections (if you are adding them to the modification, and if you're not using UCF). Use the show markup feature. This format is default for .NET, and new documents.  Classic Modules (Purchase Card Orders, Section 845 OTs, or Section 845 OT DO/TOs):  To create a modification, open the released document to be modified and click "Modify" on the Main | General page. The "Create New Modification" page will display and you may assign a "Modification Number".  If changes are required to the line items, click "Items" on the Menu on the modifications main page. Select the item that requires change and click "Edit" to view the Item Summary. Click "Modify" to make changes and "Submit" when done. To add a new line item, click "Add". When data entry is complete, click "Modify" on the toolbar to record your changes. There is a "Change Text" section available under the Main | Text page. If you click "Generate" the application will search the document  for any changes, and will display the text for the change in the text  field. This text can be edited. <p style=""><strong>.NET Modules (Requisitions, Solicitations, BPAs, BPA calls, Contracts, DO/TOs, or POs):</strong></p><ul style=""><li style="">To create a modification/amendment, from a released document follow this navigation: Home page | open a released award | Click the "Create amendment/modification" or "Amend/Modify" in the action toolbar | Complete fields in "Modification Number" pop-up window | Click Continue.</li><li style="">If changes are required to line items navigate to the "Items" page select an item and click "Modify" from the action toolbar.</li><li style="">Users may also add new line items by clicking the "Add" from the action toolbar.</li><li style="">From the "e-Document" page users are able to switch the "Summary of Changes" section between "Basic Format" and "Enhanced Format" <ul><li>Via the Summary of Changes section in "Basic Format<strong>"</strong> you can:<ul><li>Generate "Change Text", which prints on the form's continuation pages.</li><li>Edit the text that will print in the schedule on the form.</li><li>Select the continuation pages files you want to use with the form.</li><li>This format is default for legacy documents.</li></ul></li><li>Via the Summary of Changes section in "<span>Enhanced</span> Format" you can:<ul><li>Use "Form Schedule Text" which provides the option of editing the text that will print in the schedule on the form.</li><li>Edit the continuation pages using the "rich text editor", which allows you more control over the text formatting than the "Form Schedule Text" option. </li><li>Add sections (if you are adding them to the modification, and if you're not using UCF).</li><li>Use the show markup feature.</li><li>This format is default for .NET, and new documents. </li></ul></li></ul></li></ul><p style=""><br></p><p style=""><strong>Classic Modules (Purchase Card Orders, Section 845 OTs, or Section 845 OT DO/TOs): </strong></p><ul><li style="">To create a modification, open the released document to be modified and click "Modify" on the Main | General page. The "Create New Modification" page will display and you may assign a "Modification Number". </li><li style="">If changes are required to the line items, click "Items" on the Menu on the modifications main page. Select the item that requires change and click "Edit" to view the Item Summary. Click "Modify" to make changes and "Submit" when done.</li><li style="">To add a new line item, click "Add". When data entry is complete, click "Modify" on the toolbar to record your changes.</li><li style="">There is a "Change Text" section available under the Main | Text page. If you click "Generate" the application will search the document  for any changes, and will display the text for the change in the text  field. This text can be edited.</li></ul><p style=""><br></p><p style=""><br></p> 42000098988 22 42000041771 2018-10-15T13:27:20-04:00 42001690947 16 2 0 0 What are the differences in .NET and Classic modification/amendment generation? 2018-09-11T11:10:38-04:00 42005286695 1 2018-09-11T11:49:13-04:00 0 0 There is a way to configure the pop-up modal that displays upon login. However, this configuration is only able to be made in the back-end (direct access to the application database). If you need assistance in setting-up or changing this modal, please contact your Account Manager.  <p>There is a way to configure the pop-up modal that displays upon login. However, this configuration is only able to be made in the back-end (direct access to the application database). If you need assistance in setting-up or changing this modal, please contact your Account Manager. </p> 42000098988 16 42000041775 2018-10-16T15:41:02-04:00 42001690947 17 2 0 0 Is there a way to configure a pop-up modal upon login? 2018-09-11T11:49:13-04:00 42005286695 1 2018-09-24T09:14:13-04:00 0 0 Assigning a proxy is a rather straightforward process that will allow your proxy to handle your Approval, Review, and Courtesy Copy workload while you are out of the office. All documents routed to you while you are out are automatically rerouted to your proxy.  There are two locations where you may access your proxy configurations.  From the home page:  From My Profile | Proxy | Assign Proxy:  You will just need to type or select the user ID of your proxy and type which dates you will be out of the office. Once those fields are filled in, you may click "Submit" to finish setting up your proxy. Once you have returned to the office you are are able to delete the proxy you had set up. Important reminders for setting up your proxy:                                                                                             You can assign only one proxy at a time. The person that you select as your proxy must be an active application user. The user you assign as your proxy must have an approval threshold equal to or greater than your own in order to be able to approve the documents that are forwarded to him or her on your behalf. If you have further questions, contact your administrator. The user you assign as your proxy will inherit your approval threshold for the documents that are forwarded to him or her on your behalf. For documents routed directly to the proxy, he or she will maintain the approval threshold established in his or her user profile. If you have further questions, contact your administrator. <p>Assigning a proxy is a rather straightforward process that will allow your proxy to handle your Approval, Review, and Courtesy Copy workload while you are out of the office. All documents routed to you while you are out are automatically rerouted to your proxy. </p><p><br></p><p>There are two locations where you may access your proxy configurations. </p><ul><li>From the home page: <ul><li><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007222511/original/GtLCH0J7cj-XE2Pl77xh_GcC_UCswIUblg?1537793972" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007222511/original/GtLCH0J7cj-XE2Pl77xh_GcC_UCswIUblg?1537793972" data-fileid="42007222511" data-uniquekey="1537793671253"></li><p><br></p></ul></li><li><p>From My Profile | Proxy | Assign Proxy: </p><ul><li><p><img class="fr-dib fr-draggable fr-bordered fr-fil" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007222563/original/Fd_O_Ssb-EVyztFjM8CALrFiXcvXhfn4yQ?1537794041" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007222563/original/Fd_O_Ssb-EVyztFjM8CALrFiXcvXhfn4yQ?1537794041" data-fileid="42007222563" data-uniquekey="1537793671253" style="width: 536px; height: 129.379px;"></p><p><br></p></li></ul></li></ul><p>You will just need to type or select the user ID of your proxy and type which dates you will be out of the office. Once those fields are filled in, you may click "Submit" to finish setting up your proxy. Once you have returned to the office you are are able to delete the proxy you had set up.</p><p><br></p><p><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007223414/original/beaTWofYnMAObM0utqRkZNsXm00PFuYvdA?1537794787" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007223414/original/beaTWofYnMAObM0utqRkZNsXm00PFuYvdA?1537794787" data-fileid="42007223414" data-uniquekey="1537793671253" style="width: 229px; height: 140.38px;"></p><p><br></p><p>Important reminders for setting up your proxy:                                                                                            </p><ul><li>You can assign only one proxy at a time. The person that you select as your proxy must be an active application user.</li><li>The user you assign as your proxy must have an approval threshold equal to or greater than your own in order to be able to approve the documents that are forwarded to him or her on your behalf. If you have further questions, contact your administrator.</li><li><p>The user you assign as your proxy will inherit your approval threshold for the documents that are forwarded to him or her on your behalf. For documents routed directly to the proxy, he or she will maintain the approval threshold established in his or her user profile. If you have further questions, contact your administrator.</p></li></ul><p><br></p> 42000098988 16 42000043072 2018-10-15T13:26:58-04:00 42001690947 18 2 0 0 How do I assign a proxy? 2018-09-24T09:14:13-04:00 42005286695 1 2018-09-25T10:13:59-04:00 1 0 To be able to change your "Sign In" or "Approval" password you will need to login and navigate to "My Profile" in the upper right hand corner. Under the "General" tab you will see the buttons below: Click either one depending on which one you want to change and you will be prompted to enter in your current and new password.  <p>To be able to change your "Sign In" or "Approval" password you will need to login and navigate to "My Profile" in the upper right hand corner. Under the "General" tab you will see the buttons below:</p><p><br></p><p><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007298022/original/9JGcITPAkaiFQKVyfG4Qu358JdjaGqUMIg?1537884413" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42007298022/original/9JGcITPAkaiFQKVyfG4Qu358JdjaGqUMIg?1537884413" data-fileid="42007298022" data-uniquekey="1537884224858"></p><p><br></p><p>Click either one depending on which one you want to change and you will be prompted to enter in your current and new password. </p><p><br></p><p><br></p> 42000098988 30 42000043201 2018-09-25T10:13:59-04:00 42005286695 19 2 1 0 How can I change my password? 2018-09-25T10:13:59-04:00 42005286695 1 2018-09-26T13:29:56-04:00 0 0 The character limits regarding various fields available when configuring Custom Fields are as follows: The character limit for the "Label" field is 200.  The character limit for the "Minimum Width" field is 3. The character limit for the "Maximum Width" field is 3. The character limit for the "Option Code" field when creating a "Selection List" is 20. The character limit for the "Option Description" field when creating a "Selection List" is 50. The character limit for the "Form Label" field is 15. The character limit for the "Default Value" field when "User Entry" is selected is 20. <p>The character limits regarding various fields available when configuring Custom Fields are as follows:</p><ul><li>The character limit for the "Label" field is 200. </li><li>The character limit for the "Minimum Width" field is 3.</li><li>The character limit for the "Maximum Width" field is 3.</li><li>The character limit for the "Option Code" field when creating a "Selection List" is 20.</li><li>The character limit for the "Option Description" field when creating a "Selection List" is 50.</li><li>The character limit for the "Form Label" field is 15.</li><li>The character limit for the "Default Value" field when "User Entry" is selected is 20.</li></ul> 42000098988 17 42000043331 2018-09-26T21:33:12-04:00 42001690947 20 2 0 0 Is there a character limit for Custom Fields? 2018-09-26T13:29:56-04:00 42005286544 1 2018-10-02T12:37:43-04:00 0 0 The following scenarios lay out the process of deleting/modifying Supporting Documents based on a user's security privileges: 1. If a Supporting Document is added after a document is released, it can subsequently be deleted at any time by a Sys Admin or a user with the correct security privileges (Function | Delete Supporting Document after Release = ON, Data Access | Supporting Docs = Full Access).   2. If a Supporting Document is added after a document is released, it can subsequently be 'Checked Out' and 'Checked In' by a Sys Admin or a user with the correct security privilege (Data Access | Supporting Docs = Full Access).   3. If a Supporting Document is added before a document is released (i.e. while In Progress), it can never be deleted (by a Sys Admin or otherwise) after the document is released, even on modifications.   4. If a Supporting Document is added before a document is released (i.e. while In Progress), it can be 'Revised' on a subsequent modification/amendment, which will then allow the new version of the Supporting Document to be 'Checked Out' and 'Checked' In by a Sys Admin, or a user with the correct security privilege (Data Access | Supporting Docs = Full Access). <p style="">The following scenarios lay out the process of deleting/modifying Supporting Documents based on a user's security privileges:</p><p style=""><br></p><p>1. If a Supporting Document is added after a document is released, it can subsequently be deleted at any time by a Sys Admin or a user with the correct security privileges (Function | Delete Supporting Document after Release = ON, Data Access | Supporting Docs = Full Access).</p><p> </p><p>2. If a Supporting Document is added after a document is released, it can subsequently be 'Checked Out' and 'Checked In' by a Sys Admin or a user with the correct security privilege (Data Access | Supporting Docs = Full Access).</p><p> </p><p>3. If a Supporting Document is added before a document is released (i.e. while In Progress), it can never be deleted (by a Sys Admin or otherwise) after the document is released, even on modifications.</p><p> </p><p>4. If a Supporting Document is added before a document is released (i.e. while In Progress), it can be 'Revised' on a subsequent modification/amendment, which will then allow the new version of the Supporting Document to be 'Checked Out' and 'Checked' In by a Sys Admin, or a user with the correct security privilege (Data Access | Supporting Docs = Full Access).</p><p style=""><br></p> 42000098988 18 42000043730 2018-10-15T13:33:53-04:00 42001690947 23 2 0 0 How do I delete/modify Supporting Documents? 2018-10-02T12:37:43-04:00 42005286695 1 2018-10-02T13:40:24-04:00 0 0 The exact figure is difficult to determine as it is network and hardware dependent. It is believed the application limitation is upwards of 4 gigabytes, but the web server will either time out or crash due to memory limitations long before that value is reached. It is advised that file sizes are limited to about 200 megabytes. Note: Please consult with your DBA's on having large files in the database and it's subsequent impact on the Database server.  <p style="">The exact figure is difficult to determine as it is network and hardware dependent. It is believed the application limitation is upwards of 4 gigabytes, but the web server will either time out or crash due to memory limitations long before that value is reached. It is advised that file sizes are limited to about 200 megabytes.</p><p style=""><br></p><p style="">Note: Please consult with your DBA's on having large files in the database and it's subsequent impact on the Database server. </p> 42000098988 23 42000043743 2018-10-15T13:33:09-04:00 42001690947 24 2 0 0 What is the maximum file size for Attachments/Supporting Docs? 2018-10-02T13:40:24-04:00 42005286695 1 2018-10-10T13:10:54-04:00 0 1 No, a ZIP folder that has been attached to a solicitation, award, or financial assistance document and sent to FedConnect will display the following error for users when trying to access the file: "Unwanted File Detected, A file has been blocked by a file-filtering rule" <p style="">No, a ZIP folder that has been attached to a solicitation, award, or financial assistance document and sent to FedConnect will display the following error for users when trying to access the file:</p><p style=""><br></p><p><span></span>"Unwanted File Detected, A file has been blocked by a file-filtering rule"</p><p style=""><br></p><p style=""><br></p><p style=""><br></p><p style=""><br></p> 42000098988 14 42000044371 2018-10-15T12:52:17-04:00 42001690947 25 2 0 1 Are ZIP folders able to be sent to FedConnect? 2018-10-10T13:10:54-04:00 42005286695 1 2018-10-10T13:50:08-04:00 0 0 Each agency must maintain and update the CFDA numbers using the following steps: Navigate to System Setup | CFDA Number tab. Once the CFDA Number Selection page displays you may select Add or Edit.  The following fields and buttons will display:  Code: If you're adding, type the first two, and then the last three characters in the CFDA number code. If you are editing, this field is read-only. Agency: Type the acronym for the agency to which the CFDA number code belongs. Program Title: Type the program name with which the CFDA number code is associated. Add Another: Click to add another in a series of new CFDA number codes. Submit: Click when you are finished adding new CFDA number codes, to save your work and return to the previous page. <p>Each agency must maintain and update the CFDA numbers using the following steps:</p><ol><li>Navigate to System Setup | CFDA Number tab.</li><li>Once the CFDA Number Selection page displays you may select Add or Edit. </li></ol><p><br></p><p>The following fields and buttons will display: </p><ul><li>Code: If you're adding, type the first two, and then the last three characters in the CFDA number code. If you are editing, this field is read-only.</li><li>Agency: Type the acronym for the agency to which the CFDA number code belongs.</li><li>Program Title: Type the program name with which the CFDA number code is associated.</li><li>Add Another: Click to add another in a series of new CFDA number codes.</li><li>Submit: Click when you are finished adding new CFDA number codes, to save your work and return to the previous page.</li></ul> 42000098988 15 42000044377 2018-10-15T12:50:32-04:00 42001690947 26 2 0 0 How are CFDA numbers maintained? 2018-10-10T13:50:08-04:00 42005286695 1 2018-11-13T16:16:00-05:00 0 0 If documents are unexpectedly closing automatically, please check the "Status History" page for the documents. If they were closed at 12:00:00 by a user called "SYSTEM SYSTEM", then it is likely that the "Scheduled Date for Automated Closeout" field was populated on the "Closeout" page of the document before the document was released.  When the specified date arrives, the document will automatically close at 12:00:00, and the user will be listed as SYSTEM SYSTEM on the "Status History" page. To prevent these documents from being automatically closed, it should be communicated to the users who have access to the affected documents not to populate these values within the Closeout module. <p>If documents are unexpectedly closing automatically, please check the "Status History" page for the documents. If they were closed at 12:00:00 by a user called "SYSTEM SYSTEM", then it is likely that the "Scheduled Date for Automated Closeout" field was populated on the "Closeout" page of the document before the document was released. </p><p><br></p><p><img class="fr-dib fr-draggable fr-fil fr-bordered" src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42010079455/original/jxo8QNtHtflFrMJGv9Krborl7JACr15JCQ?1542143294" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42010079455/original/jxo8QNtHtflFrMJGv9Krborl7JACr15JCQ?1542143294" data-fileid="42010079455" data-uniquekey="1542142518498"></p><p><br></p><p>When the specified date arrives, the document will automatically close at 12:00:00, and the user will be listed as SYSTEM SYSTEM on the "Status History" page.</p><p><br></p><p>To prevent these documents from being automatically closed, it should be communicated to the users who have access to the affected documents not to populate these values within the Closeout module.</p> 42000098988 19 42000046953 2018-12-04T21:33:41-05:00 42001690947 28 2 0 0 Why are our documents closing automatically? 2018-11-13T16:16:00-05:00 42005286544 1 2018-11-23T11:06:41-05:00 0 0 On the Unison Customer Portal, we have different scripts available to turn on and off specific forms.  Log into the Unison Customer Download Portal: URL:  https://customersupport.compusearch.com/front?destination=home  Navigate to Downloads | COTS Scripts, Updates & Patches | select "All versions", under the "Standard Forms Scripts" section, there are scripts to turn on and off different forms. If you are unable to locate a script that you expect to see or need, please reach out to our team through this support portal and we would be happy to help! <p>On the Unison Customer Portal, we have different scripts available to turn on and off specific forms.  Log into the Unison Customer Download Portal:</p><p><br></p><p>URL:  <a href="https://customersupport.compusearch.com/front?destination=home">https://customersupport.compusearch.com/front?destination=home</a> </p><p><br></p><p>Navigate to Downloads | COTS Scripts, Updates &amp; Patches | select "All versions", under the "Standard Forms Scripts" section, there are scripts to turn on and off different forms.</p><p><br></p><p>If you are unable to locate a script that you expect to see or need, please reach out to our team through this support portal and we would be happy to help!</p> 42000098988 20 42000047602 2019-04-26T18:11:03-04:00 42001690984 29 2 0 0 How do I disable forms that are no longer being used by my agency? 2018-11-23T11:06:41-05:00 42005286706 1 2019-01-10T15:22:39-05:00 0 0 There are two different methods used to search for a buyer in the Buyer Assignment utility, however they each are for a different purpose: 1. Select the “Buyer” radio button and select the buyer from the pick menu. 2. Select a requisition without a buyer |click “Continue” | select a buyer from the pick menu for the New Buyer field. When selecting a buyer through the first method, the search will display every user in the selected site that has been assigned the role of buyer. This is so that you will be able to search for a requisition by the buyer associated with the requisition, regardless of whether they are inactive or no longer a part of a particular site, as a buyer could be inactive or no longer part of a particular site, but still assigned to a requisition from before they became inactive or changed sites. Also, this is not where you would select the buyer to assign to a requisition. If you were to search for a buyer by performing the second method, you would only be searching for buyers who are active, as this is where you would be searching for buyers to assign to requisitions, and they would need to be active to do so. <p>There are two different methods used to search for a buyer in the Buyer Assignment utility, however they each are for a different purpose:</p><p><br></p><p>1. Select the “Buyer” radio button and select the buyer from the pick menu.</p><p>2. Select a requisition without a buyer |click “Continue” | select a buyer from the pick menu for the New Buyer field.</p><p><br></p><p>When selecting a buyer through the first method, the search will display every user in the selected site that has been assigned the role of buyer. This is so that you will be able to search for a requisition by the buyer associated with the requisition, regardless of whether they are inactive or no longer a part of a particular site, as a buyer could be inactive or no longer part of a particular site, but still assigned to a requisition from before they became inactive or changed sites.</p><p><br></p><p>Also, this is not where you would select the buyer to assign to a requisition. If you were to search for a buyer by performing the second method, you would only be searching for buyers who are active, as this is where you would be searching for buyers to assign to requisitions, and they would need to be active to do so.</p> 42000098988 18 42000051158 2019-02-05T22:34:49-05:00 42001690947 30 2 0 0 Why Am I Seeing Inactive Users or Users Not Associated With The Site I Selected in the Buyer Assignment Utility? 2019-01-10T15:22:39-05:00 42005286706 1 2019-01-17T15:02:45-05:00 0 0 Information on de-support dates and other important announcements can be found on the Announcements Forum on the Customer Support Portal: https://acqsupport.unisonglobal.com/support/discussions/forums/  Additionally, general product information for PRISM (including the de-support schedule) can be found on the download portal at the following URL: https://customersupport.compusearch.com/content/general-information  <p>Information on de-support dates and other important announcements can be found on the Announcements Forum on the Customer Support Portal:</p><p><br></p><p><a href="https://acqsupport.unisonglobal.com/support/discussions/forums/" rel="noreferrer noopener">https://acqsupport.unisonglobal.com/support/discussions/forums/</a> </p><p><br></p><p>Additionally, general product information for PRISM (including the de-support schedule) can be found on the download portal at the following URL:</p><p><br></p><p><a href="https://customersupport.compusearch.com/front?destination=home" rel="noreferrer noopener" target="_top"></a><a href="https://customersupport.compusearch.com/content/general-information">https://customersupport.compusearch.com/content/general-information</a> </p> 42000098988 20 42000051491 2019-08-07T14:39:01-04:00 42001690947 34 2 0 0 Where can I find information on when my version of PRISM will be de-supported? 2019-01-17T15:02:45-05:00 42005286706 1 2019-02-14T15:07:10-05:00 0 0 With the release of version 7.3, certain documents may default the form upon creation depending on the document you are creating as well as the method in which the document was created. If none of the conditions in the table below apply to your scenario, no form will default on your newly created document. The below was confirmed as of COTS v. 73.45.08.25 Document Type Created From Default Form (if enabled) Second Default (if enabled) Requisition Any (New, Existing, APP) REQGEN HHS393 Solicitation New N/A N/A Existing The form from the existing solicitation carries over. N/A Requisition N/A N/A MAS The Form that was select on the MAS carries over. N/A Purchase Order New DD1155 (Dec 2001) OF347 Requisition DD1155 (Dec 2001) OF347 Solicitation N/A N/A Solicitation Bid N/A N/A Existing DD1155 (or whatever the Original Purchase Order Form that was selected on the parent document) OF347(or whatever the Original Purchase Order Form that was selected on the parent document) Reconstruct N/A N/A Contract New SF-26 (3/2013) SF-26 (5/2011) Requisition SF-26 (3/2013) SF-26 (5/2011) Solicitation The form from the Solicitation carries over The form from the Solicitation carries over Solicitation Bid The form from the Solicitation carries over  The form from the Solicitation carries over  Existing SF-26 (3/2013) SF-26 (5/2011) Reconstruct N/A N/A Delivery/Task Order New OF347 (2/2012)  OF347(4/2006) Requisition SF-26 (3/2013)  OF347 (4/2006) Solicitation N/A N/A Solicitation Bid N/A N/A Existing OF347 (2/2012) OF347 (4/2006) Contract OF347 (2/2012) OF347 (4/2006) Reconstruct OF347 (2/2012) OF347(4/2006) Req for TO/DO OF347 (2/2012) OF347 (2/2012) BPA New N/A N/A Requisition N/A N/A Solicitation N/A N/A Solicitation Bid Defaults to whatever form was selected in the Solicitation Defaults to whatever form was selected in the Solicitation Existing N/A N/A Reconstruct N/A N/A BPA Call New OF347 (2/2012) OF347 (2/2012) Requisition OF347 (2/2012) OF347 (2/2012) Solicitation OF347 (2/2012) OF347 (2/2012) Solicitation Bid OF347 (2/2012) OF347 (2/2012) Existing OF347 (2/2012) OF347 (2/2012) Reconstruct OF347 (2/2012) OF347 (2/2012) <p>With the release of version 7.3, certain documents may default the form upon creation depending on the document you are creating as well as the method in which the document was created. If none of the conditions in the table below apply to your scenario, no form will default on your newly created document.</p><p><br></p><p>The below was confirmed as of COTS v. 73.45.08.25</p><p align="center"><br></p><table border="0" cellpadding="0" cellspacing="0" summary="" title=""><tbody><tr><td width="139"><p align="center">Document Type</p></td><td style="width: 25.6186%;" width="165"><p align="center">Created From</p></td><td style="width: 26.0287%;" width="171"><p align="center">Default Form (if enabled)</p></td><td style="width: 26.3158%;" width="172"><p align="center">Second Default (if enabled)</p></td></tr><tr><td width="139"><p align="center">Requisition</p></td><td style="width: 25.6186%;" width="167"><p>Any (New, Existing, APP)</p></td><td style="width: 26.0287%;" width="169"><p align="center">REQGEN</p></td><td style="width: 26.3158%;" width="162"><p align="center">HHS393</p></td></tr><tr><td width="139"><p align="center">Solicitation</p></td><td style="width: 25.6186%;" width="165"><p>New</p></td><td style="width: 26.0287%;" width="169"><p align="center">N/A</p></td><td style="width: 26.3158%;" width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Existing</p></td><td style="width: 26.0287%;" width="169"><p align="center">The form from the existing solicitation carries over.</p></td><td style="width: 26.3158%;" width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Requisition</p></td><td style="width: 26.0287%;" width="169"><p align="center">N/A</p></td><td style="width: 26.3158%;" width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>MAS</p></td><td style="width: 26.0287%;" width="169"><p align="center">The Form that was select on the MAS carries over.</p></td><td style="width: 26.3158%;" width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center">Purchase Order</p></td><td style="width: 25.6186%;" width="165"><p>New</p></td><td style="width: 26.0287%;" width="169"><p align="center">DD1155 (Dec 2001)</p></td><td style="width: 26.3158%;" width="162"><p align="center">OF347</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Requisition</p></td><td style="width: 26.0287%;" width="169"><p align="center">DD1155 (Dec 2001)</p></td><td style="width: 26.3158%;" width="162"><p align="center">OF347</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Solicitation</p></td><td style="width: 26.0287%;" width="169"><p align="center">N/A</p></td><td style="width: 26.3158%;" width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Solicitation Bid</p></td><td style="width: 26.0287%;" width="169"><p align="center">N/A</p></td><td style="width: 26.3158%;" width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Existing</p></td><td style="width: 26.0287%;" width="169"><p align="center">DD1155 (or whatever the Original Purchase Order Form that was selected on the parent document)</p></td><td style="width: 26.3158%;" width="162"><p align="center">OF347(or whatever the Original Purchase Order Form that was selected on the parent document)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Reconstruct</p></td><td style="width: 26.0287%;" width="169"><p align="center">N/A</p></td><td style="width: 26.3158%;" width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center">Contract</p></td><td style="width: 25.6186%;" width="165"><p>New</p></td><td style="width: 26.0287%;" width="169"><p align="center">SF-26 (3/2013)</p></td><td style="width: 26.3158%;" width="162"><p align="center">SF-26 (5/2011)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Requisition</p></td><td style="width: 26.0287%;" width="169"><p align="center">SF-26 (3/2013)</p></td><td style="width: 26.3158%;" width="162"><p align="center">SF-26 (5/2011)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Solicitation</p></td><td style="width: 26.0287%;" width="169"><p align="center">The form from the Solicitation carries over</p></td><td style="width: 26.3158%;" width="162"><p align="center">The form from the Solicitation carries over</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Solicitation Bid</p></td><td style="width: 26.0287%;" width="169"><p align="center">The form from the Solicitation carries over </p></td><td style="width: 26.3158%;" width="162"><p align="center">The form from the Solicitation carries over </p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Existing</p></td><td style="vertical-align: middle; text-align: center; width: 26.0287%;" width="169">SF-26 (3/2013)</td><td style="width: 26.3158%;" width="162"><p align="center">SF-26 (5/2011)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Reconstruct</p></td><td style="width: 26.0287%;" width="169"><p align="center">N/A</p></td><td style="width: 26.3158%;" width="162"><p align="center">N/A</p></td></tr><tr><td width="140"><p align="center">Delivery/Task Order</p></td><td style="width: 25.6186%;" width="165"><p>New</p></td><td style="text-align: center; width: 26.0287%;" width="169">OF347 (2/2012) </td><td style="width: 26.3158%;" width="162"><p align="center">OF347(4/2006)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Requisition</p></td><td style="text-align: center; width: 26.0287%;" width="169">SF-26 (3/2013) </td><td style="width: 26.3158%;" width="162"><p align="center">OF347 (4/2006)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Solicitation</p></td><td style="text-align: center; width: 26.0287%;" width="169">N/A</td><td style="width: 26.3158%;" width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Solicitation Bid</p></td><td style="width: 26.0287%;" width="169"><p align="center">N/A</p></td><td style="width: 26.3158%;" width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Existing</p></td><td style="text-align: center; width: 26.0287%;" width="169">OF347 (2/2012)</td><td style="width: 26.3158%;" width="162"><p align="center">OF347 (4/2006)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Contract</p></td><td style="width: 26.0287%;" width="169"><p align="center">OF347 (2/2012)</p></td><td style="width: 26.3158%;" width="162"><p align="center">OF347 (4/2006)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Reconstruct</p></td><td style="width: 26.0287%;" width="169"><p align="center">OF347 (2/2012)</p></td><td style="width: 26.3158%;" width="162"><p align="center">OF347(4/2006)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Req for TO/DO</p></td><td style="width: 26.0287%;" width="169"><p align="center">OF347 (2/2012)</p></td><td style="width: 26.3158%;" width="162"><p align="center">OF347 (2/2012)</p></td></tr><tr><td width="139"><p align="center">BPA</p></td><td style="width: 25.6186%;" width="165"><p>New</p></td><td style="width: 26.0287%;" width="169"><p align="center">N/A</p></td><td style="width: 26.3158%;" width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Requisition</p></td><td style="width: 26.0287%;" width="169"><p align="center">N/A</p></td><td style="width: 26.3158%;" width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Solicitation</p></td><td style="width: 26.0287%;" width="169"><p align="center">N/A</p></td><td style="width: 26.3158%;" width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Solicitation Bid</p></td><td style="width: 26.0287%;" width="169"><p align="center">Defaults to whatever form was selected in the Solicitation</p></td><td style="width: 26.3158%;" width="162"><p align="center">Defaults to whatever form was selected in the Solicitation</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Existing</p></td><td style="width: 26.0287%;" width="169"><p align="center">N/A</p></td><td style="width: 26.3158%;" width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Reconstruct</p></td><td style="width: 26.0287%;" width="169"><p align="center">N/A</p></td><td style="width: 26.3158%;" width="162"><p align="center">N/A</p></td></tr><tr><td width="139"><p align="center">BPA Call</p></td><td style="width: 25.6186%;" width="165"><p>New</p></td><td style="width: 26.0287%;" width="169"><p align="center">OF347 (2/2012)</p></td><td style="width: 26.3158%;" width="162"><p align="center">OF347 (2/2012)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Requisition</p></td><td style="width: 26.0287%;" width="169"><p align="center">OF347 (2/2012)</p></td><td style="width: 26.3158%;" width="162"><p align="center">OF347 (2/2012)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Solicitation</p></td><td style="width: 26.0287%;" width="169"><p align="center">OF347 (2/2012)</p></td><td style="width: 26.3158%;" width="162"><p align="center">OF347 (2/2012)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Solicitation Bid</p></td><td style="width: 26.0287%;" width="169"><p align="center">OF347 (2/2012)</p></td><td style="width: 26.3158%;" width="162"><p align="center">OF347 (2/2012)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Existing</p></td><td style="width: 26.0287%;" width="169"><p align="center">OF347 (2/2012)</p></td><td style="width: 26.3158%;" width="162"><p align="center">OF347 (2/2012)</p></td></tr><tr><td width="139"><p align="center"><br></p></td><td style="width: 25.6186%;" width="165"><p>Reconstruct</p></td><td style="width: 26.0287%;" width="169"><p align="center">OF347 (2/2012)</p></td><td style="width: 26.3158%;" width="162"><div rel="clipboard_data"><p align="center">OF347 (2/2012)</p></div></td></tr></tbody></table><p><br></p> 42000098988 1 42000053136 2019-07-10T08:11:29-04:00 42001690947 35 2 0 0 How does PRISM determine what default forms are used for a particular document type in 7.3? 2019-02-14T15:07:10-05:00 42005286706 1 2019-03-04T15:47:31-05:00 0 0 When a requisition is added to a user's Workload, it appears with an "Assigned Date" value. This date refers to the "Buyer Assigned Date" value on the requisition, and does not refer to the date that the base version was created, or any subsequent amendments. <p>When a requisition is added to a user's Workload, it appears with an "Assigned Date" value. This date refers to the "Buyer Assigned Date" value on the requisition, and does not refer to the date that the base version was created, or any subsequent amendments.</p> 42000098988 22 42000054433 2019-03-04T15:47:31-05:00 42001690947 36 2 0 0 What does the "Assigned Date" value refer to in the Workload widget on the home page? 2019-03-04T15:47:31-05:00 42005286544 1 2019-03-06T09:05:22-05:00 0 0 If your agency utilizes Archive database, then the Active database and Archive database upgrades for a given PRISM version should be done in parallel. The Archive database uses views and materialized views from the Active database; if upgrades are not done in parallel it may cause data corruption.  For example, if your Active and Archive databases are on PRISM 7.3 base and you are about to upgrade to PRISM 7.3 SP6 HF2, the upgrade sequence should be as follows: Upgrade Active database to 7.3 SP6  Upgrade Archive Database to 7.3 SP6 Upgrade Active database to 7.3 SP6 HF2 Upgrade Archive database to 7.3 SP6 HF2 Please refer to the Installation Guide for additional information and full details regarding database upgrades. <p>If your agency utilizes Archive database, then the Active database and Archive database upgrades for a given PRISM version should be done in parallel. The Archive database uses views and materialized views from the Active database; if upgrades are not done in parallel it may cause data corruption. </p><p><br></p><p>For example, if your Active and Archive databases are on PRISM 7.3 base and you are about to upgrade to PRISM 7.3 SP6 HF2, the upgrade sequence should be as follows:</p><ol><li>Upgrade Active database to 7.3 SP6 </li><li>Upgrade Archive Database to 7.3 SP6</li><li>Upgrade Active database to 7.3 SP6 HF2</li><li>Upgrade Archive database to 7.3 SP6 HF2</li></ol><p><br></p><p>Please refer to the Installation Guide for additional information and full details regarding database upgrades.</p> 42000098988 20 42000054594 2019-03-14T16:04:49-04:00 42001690947 37 2 0 0 Instruction for Upgrading Active and Archive Databases 2019-03-06T09:05:22-05:00 42001690984 1 2019-03-11T11:52:27-04:00 0 0 If a user is routed a Courtesy Copy of a document, the "Mark as Reviewed" button is available to them and they are able to mark the document as reviewed. However, they are not required to do so, and the route can continue without the user marking the document as reviewed. Once the last user in the route has completed their task, the "Mark as Reviewed" button will no longer appear to the user who received the Courtesy Copy. <p>If a user is routed a Courtesy Copy of a document, the "Mark as Reviewed" button is available to them and they are able to mark the document as reviewed. However, they are not required to do so, and the route can continue without the user marking the document as reviewed. Once the last user in the route has completed their task, the "Mark as Reviewed" button will no longer appear to the user who received the Courtesy Copy.</p><p><br></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42017002923/original/mDyvR2sOfMfWEpfz7rCGo5itYrTl6elgDw.png?1552319144" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42017002923/original/mDyvR2sOfMfWEpfz7rCGo5itYrTl6elgDw.png?1552319144" data-fileid="42017002923" data-uniquekey="1552317923946"></p> 42000098988 16 42000054914 2019-03-11T11:52:27-04:00 42001690947 38 2 0 0 Should a user who receives a routed Courtesy Copy document be able to mark the document as reviewed? 2019-03-11T11:52:27-04:00 42005286544 1 2019-03-15T16:11:52-04:00 0 0 The application determines which forms are available and most up to date by referencing the FAR (Part 53-FORMS), as it is displayed on the Electronic Code of Federal Regulations website. Please reference the link below:  https://www.ecfr.gov/cgi-bin/text-idx?SID=53165c9f44842072b784c9c19bafde52&mc=true&node=pt48.2.53&rgn=div5 <p>The application determines which forms are available and most up to date by referencing the FAR (Part 53-FORMS), as it is displayed on the Electronic Code of Federal Regulations website. Please reference the link below: </p><p><br></p><p><a href="https://www.ecfr.gov/cgi-bin/text-idx?SID=53165c9f44842072b784c9c19bafde52&amp;mc=true&amp;node=pt48.2.53&amp;rgn=div5" rel="noreferrer">https://www.ecfr.gov/cgi-bin/text-idx?SID=53165c9f44842072b784c9c19bafde52&amp;mc=true&amp;node=pt48.2.53&amp;rgn=div5</a></p><p><br></p><p><br></p> 42000098988 15 42000055257 2019-03-20T22:39:38-04:00 42001690947 39 2 0 0 How is it determined which forms the application should use? 2019-03-15T16:11:52-04:00 42005286706 1 2019-03-20T10:34:03-04:00 0 1 A new vendor can be added to the active Vendor List in the application by following these steps: Access the solicitation in PRISM. Navigate to the Distribution | Vendors tab. Add a vendor to the Vendor List. Mark the checkbox for the newly added vendor and click the "Issue" link in the action bar and continue through the pop-up window prompts. If the solicitation was previously sent to Unison FedConnect, this will ensure the solicitation is available to the vendor on the FedConnect portal. Note: The vendor must log into FedConnect in order to access a directed solicitation. <p>A new vendor can be added to the active Vendor List in the application by following these steps:</p><p><br></p><ol><li>Access the solicitation in PRISM.</li><li>Navigate to the Distribution | Vendors tab.</li><li>Add a vendor to the Vendor List.</li><li>Mark the checkbox for the newly added vendor and click the "Issue" link in the action bar and continue through the pop-up window prompts.</li><li>If the solicitation was previously sent to Unison FedConnect, this will ensure the solicitation is available to the vendor on the FedConnect portal. <strong>Note:</strong> The vendor must log into FedConnect in order to access a directed solicitation.</li></ol> 42000098988 23 42000055492 2019-05-29T18:51:48-04:00 42001690947 40 2 0 1 How can a vendor be added to the active Vendor List on a released solicitation? 2019-03-20T10:34:03-04:00 42001690984 1 2019-04-04T09:48:39-04:00 0 0 The "Current Completion date" field is populated by taking the latest value from either the Header Period of Performance End Date, Item Period of Performance End Date or Item Delivery Date on non-option line items. For example, if you have a contract with a Header level Period of Performance End Date set for April 30th and you have a non-option line item Period of Performance End Date set for April 15th, the "Current Completion Date" field will be April 30. If you have a combination of line items and option line items, the "Current Completion Date" will still pull the latest value from the Header Period of Performance, Item Period of Performance or Item Delivery Date from only those items which are not options.  However, the "Ultimate Completion Date" value will always be set to the latest date of the 3 aforementioned fields, regardless of whether there are options line items or not. <p>The "Current Completion date" field is populated by taking the <strong><u>latest value</u></strong> from either the Header Period of Performance End Date, Item Period of Performance End Date or Item Delivery Date on non-option line items. For example, if you have a contract with a Header level Period of Performance End Date set for April 30th and you have a non-option line item Period of Performance End Date set for April 15th, the "Current Completion Date" field will be April 30.</p><p><br></p><p>If you have a combination of line items and option line items, the "Current Completion Date" will still pull the latest value from the Header Period of Performance, Item Period of Performance or Item Delivery Date from only those items which are not options.  However, the "Ultimate Completion Date" value will always be set to the latest date of the 3 aforementioned fields, regardless of whether there are options line items or not.</p><p><br></p><p><br></p><p><br></p><p><br></p> 42000098988 16 42000056363 2019-05-01T17:15:12-04:00 42001690947 41 2 0 0 How are the "Current Completion Date" and "Ultimate Completion Date" fields populated? 2019-04-04T09:48:39-04:00 42005286706 1 2019-04-04T12:45:53-04:00 0 0 In System Setup | Sys Configuration | Site | Approvals, there is an option to select the "Threshold Limit Check" value. This value determines how the approval threshold is calculated on a document based on the user's Threshold Amount specified in System Setup | User | Approvals. The 5 values that can be selected as the Threshold Limit Check value are explained below: None: The approval threshold will not be calculated, even if a Threshold Amount value is specified in the User's profile. Full Route Accounting Dollars: The approval threshold is calculated based on the total amount that has been obligated on the current version. The application will check that every approver on the route has the appropriate threshold amount. Full Route Total Dollars: The approval threshold is calculated based on the total amount that exists on the current version, not just the obligated amount. The application will check that every approver on the route has the appropriate threshold amount. Single Approval Accounting Dollars: The approval threshold is calculated based on the total amount that has been obligated on the current version.  Single Approval Total Dollars: The approval threshold is calculated based on the total amount that exists on the current version, not just the obligated amount.  <p>In System Setup | Sys Configuration | Site | Approvals, there is an option to select the "Threshold Limit Check" value. This value determines how the approval threshold is calculated on a document based on the user's Threshold Amount specified in System Setup | User | Approvals.</p><p><br></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42018782997/original/TeqfpciKGHGDhzG4p6RXTnt-cWF7GWmj3g.png?1554399135" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42018782997/original/TeqfpciKGHGDhzG4p6RXTnt-cWF7GWmj3g.png?1554399135" data-fileid="42018782997" data-uniquekey="1554396356922"></p><p><br></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42018782868/original/3L6W9H8NKNdDFnInszrxcmajBKVGdJ935Q.png?1554399006" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42018782868/original/3L6W9H8NKNdDFnInszrxcmajBKVGdJ935Q.png?1554399006" data-fileid="42018782868" data-uniquekey="1554396356922" style="width: 647px;"></p><p><br></p><p>The 5 values that can be selected as the Threshold Limit Check value are explained below:</p><p><br></p><ul><li><strong>None</strong><strong>:</strong> The approval threshold will not be calculated, even if a Threshold Amount value is specified in the User's profile.</li><li><strong>Full Route Accounting Dollars</strong><strong>:</strong> The approval threshold is calculated based on the total amount that has been obligated on the current version. The application will check that every approver on the route has the appropriate threshold amount.</li><li><strong>Full Route Total Dollars</strong><strong>: </strong>The approval threshold is calculated based on the total amount that exists on the current version, not just the obligated amount. The application will check that every approver on the route has the appropriate threshold amount.</li><li><strong>Single Approval Accounting Dollars</strong><strong>:</strong> The approval threshold is calculated based on the total amount that has been obligated on the current version. </li><li><strong>Single Approval Total Dollars:</strong> The approval threshold is calculated based on the total amount that exists on the current version, not just the obligated amount. </li></ul> 42000098988 18 42000056389 2019-05-01T17:08:40-04:00 42001690947 42 2 0 0 What do each of the "Threshold Limit Check" values mean? 2019-04-04T12:45:53-04:00 42005286544 1 2019-04-04T13:44:36-04:00 0 0 When configuring a custom field, you may select whether or not values for the custom field can be selected via a selection list. If you choose to configure a custom field in this manner, there is no limit to the number of Selection List Values that can be configured for a custom field. <p>When configuring a custom field, you may select whether or not values for the custom field can be selected via a selection list. If you choose to configure a custom field in this manner, there is no limit to the number of Selection List Values that can be configured for a custom field.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42018783719/original/iYVxCz3YF18aJfFQtV7HFlJQexQA0xI12w.png?1554399807" class="fr-fic fr-dib fr-fil fr-bordered" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42018783719/original/iYVxCz3YF18aJfFQtV7HFlJQexQA0xI12w.png?1554399807" data-fileid="42018783719" data-uniquekey="1554399624909"></p> 42000098988 17 42000056393 2019-04-04T13:44:36-04:00 42001690947 43 2 0 0 Is there a limit to the number of selection list values that can be configured for a custom field? 2019-04-04T13:44:36-04:00 42005286544 1 2019-04-24T12:27:45-04:00 0 0 No, it is not possible to have multiple versions of the application sharing one Oracle Database, without experiencing critical errors.  Each version of the application must have its own database. However, it is possible to have multiple instances sharing the same database server.   <p>No, it is not possible to have multiple versions of the application sharing one Oracle Database, without experiencing critical errors.  Each version of the application must have its own database. However, it is possible to have multiple instances sharing the same database server.  </p> 42000098988 19 42000057593 2019-05-29T18:47:46-04:00 42001690947 44 2 0 0 Is it possible to have two instances of PRISM on a single Oracle Database? 2019-04-24T12:27:45-04:00 42005286706 1 2019-04-29T10:33:46-04:00 0 0 The OF347 form prints the "Supplemental Invoicing Information" on the back page of the form. In order to ensure this section prints, the "Print Back Page" check box must be checked, please refer to the screenshot listed below:  <p>The OF347 form prints the "Supplemental Invoicing Information" on the back page of the form. In order to ensure this section prints, the "Print Back Page" check box must be checked, please refer to the screenshot listed below: </p><p><br></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42020302459/original/InvDphIQ_xeFS5ypwS9KT-YIirkwMTLVpg.png?1556548363" class="fr-fic fr-dib" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42020302459/original/InvDphIQ_xeFS5ypwS9KT-YIirkwMTLVpg.png?1556548363" data-fileid="42020302459" data-uniquekey="1556547598488" style="width: 474px;"></p> 42000098988 15 42000057832 2019-05-01T17:00:21-04:00 42001690947 45 2 0 0 How are users able to verify if the back page of the OF347 prints? 2019-04-29T10:33:46-04:00 42005286706 1 2019-04-30T11:58:50-04:00 0 0 No, your agency can de-activate the older version of a form that is no longer in use, as directed by the FAR. There is no specific reason or requirement to have multiple versions of the same Federal form. However, we do suggest that you refer to ecfr.gov to confirm which forms are most up to date.  <p>No, your agency can de-activate the older version of a form that is no longer in use, as directed by the FAR. There is no specific reason or requirement to have multiple versions of the same Federal form. However, we do suggest that you refer to ecfr.gov to confirm which forms are most up to date. </p> 42000098988 15 42000057961 2019-05-01T16:43:39-04:00 42001690947 46 2 0 0 Is there a requirement to keep multiple versions of the same Federal form? 2019-04-30T11:58:50-04:00 42005286706 1 2019-05-06T14:03:56-04:00 0 0 As of PRISM version 7.4, the existing agency codes functionality has been enhanced to enable the system administrator to create and maintain a list of reasons for rejection that can be used by buyers in requisitions. These are the reasons for rejection that the buyer selects at the time of rejection and that the requisitioner reads at the document level. If your agency chooses to configure reason for rejection codes, then the buyer will be required to select at least one of them when he or she rejects a requisition. The following Screenshot illustrates how it might look when Reason for Rejection codes are configured: Configuring Rejection Reasons To configure reasons for rejection to be used by buyers in requisitions:  1. From the Home page, navigate to System Setup | Agency. 2. Select "Reason for Rejection" in the Agency Code Type field.  3. Click Add or select a code from the list and click "Edit". 4. In the "Code" field, type the code you want to use. (The end-user will never see this. It is a unique identifier only for system/database use.)  5. In the "Description" field, write a clear, non-technical description of the principal purpose of the rejection reason. The text you enter here is what the buyer will see on the Confirmation pop-up window when he or she starts the process to reject a requisition. This reason should (and probably will) have a meaning that is obvious to the buyer, but also obvious to the requisitioner, to help him or her understand what needs to be fixed before the requisition is resubmitted.  <p>As of PRISM version 7.4, the existing agency codes functionality has been enhanced to enable the system administrator to create and maintain a list of reasons for rejection that can be used by buyers in requisitions. These are the reasons for rejection that the buyer selects at the time of rejection and that the requisitioner reads at the document level. If your agency chooses to configure reason for rejection codes, then the buyer will be required to select at least one of them when he or she rejects a requisition. The following Screenshot illustrates how it might look when Reason for Rejection codes are configured:</p><p><br></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42020766058/original/2xMqK7K8JCFgM3ZUmtLMA4OaDusWATUwPA.png?1557165375" class="fr-fic fr-dib fr-fil" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42020766058/original/2xMqK7K8JCFgM3ZUmtLMA4OaDusWATUwPA.png?1557165375" data-fileid="42020766058" data-uniquekey="1557164930748" style="width: 652px;"></p><p><br></p><p>Configuring Rejection Reasons To configure reasons for rejection to be used by buyers in requisitions: </p><p><br></p><p>1. From the Home page, navigate to System Setup | Agency.</p><p><br></p><p>2. Select "Reason for Rejection" in the Agency Code Type field. </p><p><br></p><p>3. Click Add or select a code from the list and click "Edit".</p><p><br></p><p>4. In the "Code" field, type the code you want to use. (The end-user will never see this. It is a unique identifier only for system/database use.) </p><p><br></p><p>5. In the "Description" field, write a clear, non-technical description of the principal purpose of the rejection reason. The text you enter here is what the buyer will see on the Confirmation pop-up window when he or she starts the process to reject a requisition. This reason should (and probably will) have a meaning that is obvious to the buyer, but also obvious to the requisitioner, to help him or her understand what needs to be fixed before the requisition is resubmitted. </p> 42000098988 12 42000058253 2019-06-06T17:55:30-04:00 42001690947 47 2 0 0 How do I configure the Reject Reasons in system setup? 2019-05-06T14:03:56-04:00 42005286706 1 2019-05-17T10:46:08-04:00 0 0 Test FedConnect Solicitation URL: https://test.fedconnect.net/ViPWSSol/SolService.asmx Test FedConnect Award URL:  https://test.fedconnect.net/ViPWSAwd/AwdService.asmx Test FedConnect Admin URL: https://test.fedconnect.net/ViPWSAdmin/AdminService.asmx Test FedConnect Reconciliation URL: https://test.fedconnect.net/ViPWSRecon/ReconService.asmx <ul><li>Test FedConnect Solicitation URL: <a href="https://test.fedconnect.net/ViPWSSol/SolService.asmx" rel="noreferrer">https://test.fedconnect.net/ViPWSSol/SolService.asmx</a></li><li>Test FedConnect Award URL:  <a href="https://test.fedconnect.net/ViPWSAwd/AwdService.asmx" rel="noreferrer">https://test.fedconnect.net/ViPWSAwd/AwdService.asmx</a></li><li>Test FedConnect Admin URL: <a href="https://test.fedconnect.net/ViPWSAdmin/AdminService.asmx" rel="noreferrer">https://test.fedconnect.net/ViPWSAdmin/AdminService.asmx</a></li><li>Test FedConnect Reconciliation URL: <a href="https://test.fedconnect.net/ViPWSRecon/ReconService.asmx" rel="noreferrer">https://test.fedconnect.net/ViPWSRecon/ReconService.asmx</a></li></ul><p><br></p> 42000098988 14 42000058982 2019-06-06T17:57:46-04:00 42001690947 48 2 0 0 URLs for Test FedConnect to configure in PRISM System Setup 2019-05-17T10:46:08-04:00 42005286695 1 2019-05-23T10:09:48-04:00 0 0 For the "Awarded Actions For All Buyers" canned report, the documents that are in the following statuses are included:  Released  Completed  On Hold  Canceled (only for mods) If you need to include documents that are in "Closed Status" or any other status not listed above,  you can create an Adhoc report that will include those documents.   <p>For the "Awarded Actions For All Buyers" canned report, the documents that are in the following statuses are included:</p><ol><li> Released</li><li> Completed</li><li> On Hold</li><li> Canceled (only for mods)</li></ol><p>If you need to include documents that are in "Closed Status" or any other status not listed above,  you can create an Adhoc report that will include those documents.  </p><p><br></p> 42000098988 1 42000059202 2019-05-23T10:09:48-04:00 42005286706 49 2 0 0 What document statuses are included in the "Awarded Actions For All Buyers" Canned Report? 2019-05-23T10:09:48-04:00 42005286706 1 2019-06-20T09:35:29-04:00 0 1 When a vendor sends a message through the Message Center in FedConnect to a document in PRISM, the following users on the document will receive a notification: Owner Requisitioner Technical Point of Contact Buyer Contracting Officer Contracting Officer Representative Project Officer <p>When a vendor sends a message through the Message Center in FedConnect to a document in PRISM, the following users on the document will receive a notification:</p><p><br></p><ul><li>Owner</li><li>Requisitioner</li><li>Technical Point of Contact</li><li>Buyer</li><li>Contracting Officer</li><li>Contracting Officer Representative</li><li>Project Officer</li></ul> 42000098988 4 42000060677 2019-06-20T09:35:29-04:00 42005286544 50 2 0 1 Which users receive a notification when a message arrives from FedConnect? 2019-06-20T09:35:29-04:00 42005286544 1 2019-07-02T11:02:52-04:00 0 0 When setting up Custom Fields, whether at the Agency or Site level, the Selection List field must be set to "Required" in order for a validation error to fire. The check will validate that the value entered by the user is one of the configured selection options in the selection list. <p>When setting up Custom Fields, whether at the Agency or Site level, the Selection List field must be set to "Required" in order for a validation error to fire. The check will validate that the value entered by the user is one of the configured selection options in the selection list.</p><p><br></p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/42024344996/original/BXRMJddlEzZyxZ4OpXGGM4q7gjsaulVwGg.png?1562079698" style="width: 615px;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="42024344996"></p><p><br></p> 42000098988 3 42000061043 2019-07-10T08:12:57-04:00 42001690947 51 2 0 0 How to enable validations on Custom Fields with selection lists 2019-07-02T11:02:52-04:00 42005286695