An introduction to functionality and customization

Transcription

1 An introduction to functionality and customization

2 Features Expedites workflow and collaboration Where is it at and Stoplight report dashboards User-intuitive interface reduces or eliminates training Clear and concise accountability end-to-end Saves hours in task processing and tracking Enterprise level customization and scalability COTS software built on Microsoft technologies Lowest cost COTS Task Management System in DoD In use at Air Force, Army, Civilian DoD Agencies

3 Accessing the SCOUT Task Management Inbox A user is authenticated into the SCOUT Inbox via her/his CAC Card. The Inbox provides a quick look at all tasks assigned or created, open or closed.. Hoverable icons show the current status of the task.. Sortable columns help you find the most important task quickly.

4 Accessing the SCOUT Task Management Inbox. A user may also access the SCOUT Inbox by clicking on a link in the automated notification .. Clicking the embedded link authenticates the assignee into the SCOUT Inbox via her/his CAC Card. 3. Users may personalize when SCOUT should notify them via (completed tasks, accepted tasks, comments added, etc.)

5 SCOUT Task Management creation. A user can create a task using easy forms and templates.. Data contained in standard formats such as Excel spreadsheets can be bulk uploaded to automatically create tasks. 3. Forms can be customized to meet existing agency standards or to match familiar forms that users have been utilizing. This reduces user resistance to change and reduces training requirements.

6 Working a SCOUT Task ASSIGNEE STATUS. All assignees are listed. The Green icon is a clickable Quick Collaboration popup with and phone info.. An assignee can re-delegate a task. That user s assignees are tabbed below the assigner. 3. The status of the assignee is shown and the Blue icon is a clickable popup with detailed status information (comments, etc) Action links will vary depending on the assignee s role and permissions.

7 Working a SCOUT Task Clicking on a task in the Inbox takes you to the Work screen. SUMMARY TAB. The Summary tab provides details of the task.. Some of the summary data may be edited if the user has the correct permissions If the User has Administrator level permissions she/he may be able to close or delete the task. 4. A staff summary sheet can be part of the Summary tab. 4

8 Working a SCOUT Task Clicking on a task in the Inbox takes you to the Work screen. FILES TAB. Clicking the ADD button permits the user to attach files to the task.. The files table displays the file name, the date the file was uploaded, and who uploaded the file. 3. If the User has permissions to do so, he may remove the attachment Complete document version control is maintained.

9 Working a SCOUT Task Clicking on a task in the Inbox takes you to the Work screen. RECURRENCE TAB. Tasks can be set to recur on a daily, weekly, monthly or yearly basis.. The recurrence start date and end date can be set by the user. 3. The user can choose to receive a reminder a variable number of days before recurrence. 3 3

10 Working a SCOUT Task Executive Action Tab. Concur and nonconcur executive actions can be assigned.. The executive receives an with a link allowing rapid review and concurrence. 3. The link leads directly to the task work space. 3

11 SCOUT interface NAVIGATION MENU. Workflows can include any process from routing documents to tracking event status.. Workflows are customized to meet the users current processes. 3. Reports can be quickly generated to track current status. 4. Users can control their profile and personalize certain interface settings. 5. Online training, help desk manned 4/7/365 with an 800 number answered at all times by a live operator. 6. Users can submit requests for additional functions and capabilities. SCOUT is a fully customizable application and customization and support is included in the initial licensing costs

12 REPORTS SCOUT tracking reports. A variety of standard reports are available in the initial installation.. Customized reports are developed as requested during the support period. 3. Permissions to generate reports are set by local administrators.

13 REPORTS SCOUT tracking reports. Reports can be exported into Word, Excel or as a PDF.. Data columns are sortable and tasks have links to the details page. Details are not available to users who do not have permissions to view the particular task Status includes where the task is, who has the task, how long they have had it and when they were notified.

14 REPORTS SCOUT tracking reports. Reports can include color coding for easy status reporting. Exported reports can be used to brief task status. 3. Users can copy and paste report data into PowerPoint briefing slides or even use the SCOUT web application as the reporting tool. 3. Where Is It Now is a report feature that gives instant insight into task status.

15 SCOUT metrics and auditing METRICS AND AUDITING. Metrics and other supporting data can be generated in both graphical and text formats.. Metrics can illustrate which organizations are most efficient and which may need support in completing tasks. 3. Server usage metrics and error tracking can be ed directly to system administrators increasing total system uptime.

16 SCOUT administration ADMINISTRATION. You may appoint members of your staff to act as administrators. No special skills are required to administer the application.. Local administrators can add, edit and delete users, create organization accounts and make special changes to tasks when necessary Administrators may also manage dropdown lists and other functional items.

17 Complete Task Management Integration with Records Management tools to file final records. Records and documents are centrally stored as required Track tasks to any level in the task chain. Command level workflow assigns to OPR/OCR/AO incorporating all workflow features. DoD-compliant PKI security fully integrated. Automated notifications can be ed to users alerting them to tasks with impending deadlines. SCOUT uses standard Windows servers and Microsoft technologies, leveraging existing agency assets. The optional SCOUT Enterprise Service Bus (ESB) seamlessly connects to other task management applications such as MOSS, TMT, K, and NGeS to allow tasker exchange between different applications. Fully integrates with Microsoft SharePoint.

18 Affordable For price information visit

19 SCOUT Suspense Tracker history First Release 00(Bake-off at Air Force Space Command. Now in Version 0) Web application based on Microsoft platforms..net, Windows Services, SQL Server database Microsoft Gold Certified development COTS (Perpetual license paid in first year, per user, sliding scale. Support, Training and customization included in fee. On GSA) Established workflows: Projects (OPR/OCR/AO) General Tasks (Assigned, notified, delegated, parallel/serial, attachments, recurrences, reminders, Outlook, Reporting) Performance Reviews (Privacy Act, acknowledgements, Where Is It At reports, graphical status ) Decorations/Awards (Assigned, notified, delegated, attachments, recurrences, reminders, Outlook, Reporting) Customization, Training, and Support One year of fulltime support and customization included in license fee Follow-on years: support and customization are optional Training included in license and follow-on support fee (On-site, online (live and on-demand) customized for unique workflows) Customization (Look and feel, functionality, new workflows, customized reports, integration with other data sources) Security CAC Card authentication, SSL certificate, web services, STIG compliant

20 HPC-COM LLC Established 989 (formerly HPC Studios) DUNS Cage Code PSW9 Principals: Ms. D. Carol Hughes, President (0+ years in government contracting. Dr. Jack E. Hughes, Vice President (30+ years in government contracting. PMP) COTS, Software-as-a-Service (SaaS), Service-as-a-Product (SaaP) SCOUT Suspense Tracker (Web-based Task Management System. GSA SCHEDULE VISSION-X SOA/ESB (Integration of disparate data sources. CMA reseller GSA GS-35F-0550U) AIR FORCE DISTRICT OF WASHINGTON PROMOTe and Vigilant Eagle (Management Level Review (MLR) promotion scoring Systems) AIR FORCE SPACE COMMAND EMIS (Environmental Management Information System for mineral mining operations) FLEETWOOD GOLDCO MINING COMPANY Proprietary Operational Construct Out-years support and customization is productized (firm fixed price)

21 Contact: Dr. Jack Evan Hughes, PMP Senior Program Manager SCOUT Suspense Tracker Washington, DC Colorado Springs, CO Austin, TX Albuquerque, NM Phoenix, AZ Woman-owned small business Serving the DoD as a contractor since 993 DUNS: CAGE PSW9 Copyright 0 HPC-COM LLC, all rights reserved