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1 Support Personnel Prepared by: Joint Contingency & Expeditionary Services (JCXS) Defense Logistics Agency (DLA) casm v Last Modified August 13, 2018 Total Quality Systems, Inc. Data Rights IAW DFARS apply

2 Support Personnel Page 2 of CLAUSE DFARS RIGHTS IN NONCOMMERCIAL TECHNICAL DATA AND COMPUTER SOFTWARE-- SMALL BUSINESS INNOVATION RESEARCH (SBIR) PROGRAM (FEB 2014) SBIR DATA RIGHTS Contract No: FA D-0545 Contractor Name: Total Quality Systems, Inc. Contractor Address: 4066 S W. Roy UT Expiration of SBIR Data Rights Period: 28 September 2025 The Government's rights to use, modify, reproduce, release, perform, display, or disclose technical data or computer software marked with this legend are restricted during the period shown as provided in paragraph (b)(4) of the Rights in Noncommercial Technical Data and Computer Software--Small Business Innovation Research (SBIR) Program clause contained in the above identified contract. No restrictions apply after the expiration date shown above. Any reproduction of technical data, computer software, or portions thereof marked with this legend must also reproduce the markings. (End of legend)

3 Support Personnel Page 3 of 28 Table of Contents 1 OVERVIEW MINIMUM SYSTEM REQUIREMENTS SUPER USER SUMMARY CASM SUPPORT TIER 1 SUPPORT TIER 2 SUPPORT TIER 3 SUPPORT UTILITIES USER MANAGEMENT Column Filters Clear Filters Edit User - General Edit User Staffing Structures Modules View Memberships Data Replace User New User Staffing Manager New Staffing Structure Edit Staffing Structure GROUP MANAGER New Group Edit Group LINK MANAGER New Link MANAGER View Resend USER SEARCH APPENDIX A ACRONYMS... 28

4 Support Personnel Page 4 of 28 List of Figures Figure 1: Super User Utilities... 7 Figure 2: User Manager... 7 Figure 3: Edit User General... 8 Figure 4: Edit User - Staffing Structures... 9 Figure 5: Edit User Modules... 9 Figure 6: Requirements Module Access Figure 7: User Memberships Figure 8: Replace User Figure 9: Create a New User Figure 10: Staffing Structure Manager Figure 11: New Staffing Structure Figure 12: Staffing Structure - Organization Figure 13: Users Figure 14: Staffing Structure - Groups Figure 15: Levels Figure 16: Add Level Figure 17: Edit / Delete Levels Figure 18: Thresholds Figure 19: Add Threshold Figure 20: Add Stage Figure 21: Edit Stage Figure 22: Edit Level Figure 23: Edit Level Contact Figure 24: Parallel Routing Figure 25: Clone Thresholds Figure 26: Clone Threshold Figure 27: Delete Threshold Figure 28: Clone Staffing Structure Figure 29: InActive Figure 30: Groups Figure 31: Add Group Information Figure 32: Edit Group Figure 33: Link Manager Figure 34: New Link Figure 35: Manager Figure 36: View s Figure 37: User Search... 27

5 Support Personnel Page 5 of 28 1 Overview The Contingency Acquisition Support Model, also known as casm, is an easy to use web based tool, used to plan, generate, track and report Requirements Packages (RP). casm exchanges Package information using Purchase Request Data Standard (PRDS) through the Defense Logistics Agency (DLA) Transaction Services, (e.g., contract writing tools, Standard Procurement System (SPS)). 2 Minimum System Requirements Adobe Flash Player 11 CAC Reader JAVA Runtime Environment (JRE) version 6 Microsoft Word/Excel 2007 or above Windows Internet Explorer 9 or above Minimum Resolution: 1024x768 Recommended Resolution: 1280x768 3 Super User Summary All casm users have access to the Dashboard, however Super Users are provided with additional access to support management activities. 4 casm Support casm user support will be provided through a local Super User and regional Subject Matter Expert (SME). Additional support is available through the Help Desk. Users may refer to the training materials located under Dashboard Support Links casm Training Site. If needed, the user may contact the Super User for further assistance. If the user still needs assistance, the Super User may contact the regional SME. A SME or Super User may forward an issue, concern or suggestion to the Help Desk. Toll free numbers are available for national and international users. National users: DSN users: DSN Toll Free Commercial Calls Instructions Free-Commercial-Calls

6 Support Personnel Page 6 of Tier 1 Support Users will have a local Super User responsible for creating and maintaining user accounts. Manage User Accounts o Add, remove, inactivate, and reinstate account permission rights o Create, assign, and edit Staffing Structures o Assign user permission rights for Super Users, SMEs, and casm Portal o Assign groups and roles o Reset user passwords Assist Users with Application o Local procedures and policies o Local operating procedures and business rules 4.2 Tier 2 Support A user s second line of support is a regional SME (if applicable). The SME is the contact between the Help Desk and users of casm. Regional SMEs are responsible for training Super Users. Administrative contact o Create and Assign Staffing Structures Train Super Users on casm to support o Regional policies o Regional chain of command o Regional business rules and operating procedures 4.3 Tier 3 Support The Help Desk shall respond to requests for assistance from Support Personnel. Train pre-deployment users Train SMEs Support activities o Phone and ticket requests o Resolve system issues Interface with DISA o Software changes Note: All changes or requests shall be reviewed and/or approved by the casm Configuration Control Board (CCB). 5 Utilities The Utilities page is available to Super Users and allows a Super User to manage users and their rights within casm. The utilities described below may or may not be available to all Super Users (see Figure 1).

7 Support Personnel Page 7 of 28 Figure 1: Super User Utilities 5.1 User Management Allows a Super User to update a user s information, view membership data, and replace users (see Figure 2). Figure 2: User Manager Note: Individual user accounts created or edited by the logged in user are represented by a Plus Symbol (+) in the User Rights column The following icons are used in the Controls column of the User Manager list: Column Filters Column headings may be used to filter data. When a column filter is in use, the filter icon will display in red. Multiple filters may be used simultaneously; however, columns may only be sorted one at a time Clear Filters Clear Filters removes all selected column filters.

8 Support Personnel Page 8 of Edit User - General A Super User can update User information by selecting Edit User from the controls column. All information except for the User Name may be modified (see Figure 3) Password Figure 3: Edit User General Reset password sends a new system generated password to the user s . To reset a user password select Reset then Save Is Locked Enables and disables the user s account access. The user is viewable in the casm system and may be assigned work; the user is required to contact a Super User to uncheck the lock on the account for access Inactive The user s account is inactive until the Super User reinstates the user s account. The user s account can be seen by a Super User and is not viewable by any other user Edit User Staffing Structures Users may be assigned to a staffing structure(s). Select a staffing structure(s) for each user from the Available Staffing Structures, move to the Assigned Staffing Structures, then Save (see Figure 4).

9 Support Personnel Page 9 of Modules Figure 4: Edit User - Staffing Structures Modules are used to assign permissions and roles. Permissions and roles are assigned using the form DD Once all permissions and roles are established select Save (see Figure 5). Figure 5: Edit User Modules Dashboard Permission The Dashboard permission identifies the system level access given to the user. To set up access rights for a Super User, select Super User, to give a user access to the dashboard select User (see Figure 5) Planning Module Access To establish access to the Planning module select User from the drop down. To prevent access to this module select None. Granting access to the Planning Module requires COCOM(s) assignment (see Figure 5).

10 COCOMS Support Personnel Page 10 of 28 Assigning the user one or more COCOM(s) allows the user to create or be associated with a Plan in the Planning module. Select the COCOM(s) using the drop down and check the applicable boxes (see Figure 5) Requirements Module Access To establish access to the Requirements module select User or Super User from the drop down. To prevent access to this module select None. Selecting Super User enables the user advanced search capabilities. Granting access to the Requirements module requires a role assignment (see Figure 6) Role The Requirements module requires an assigned role for all users; select the applicable role for the user by using the drop down (see Figure 6). Figure 6: Requirements Module Access View Memberships Data Displays the associated Staffing Groups and Staffing Structures for a user (see Figure 7).

11 Support Personnel Page 11 of 28 Figure 7: User Memberships Replace User Replace User allows the Super User to replace and assign packages to another user. Select the User using Replace User, check all Packages to be reassigned, use the Replace With: drop down to select the new user, then Apply (see Figure 8) New User Figure 8: Replace User New User allows the setup of a new User Account. To create a New User, select New User. All fields for creating a new user are required, except phone. Complete the required fields and select Continue. To assign staffing structures, permissions, and roles for the various modules, find the newly created user on the user list and select Edit User on the controls column (see Figure 9).

12 Support Personnel Page 12 of 28 Figure 9: Create a New User Staffing Manager The Staffing Structure Manager is used to create, edit, clone, and inactivate Staffing Structures for the Requirements Module. The Staffing Structure Manager only displays staffing structures assigned to the Super User (see Figure 10). Figure 10: Staffing Structure Manager Note: Super Users will only see the staffing structures that they are associated with. Additional staffing structures may exist, for further assistance contact the Help Desk. The following icons are used in the Controls column of the Staffing Structure Manager:

13 Support Personnel Page 13 of New Staffing Structure To create a New Staffing Structure, select New Staffing Structure. Enter the Staffing Structure Name, Description, and Default Purchase Request (see Figure 11) Default Purchase Request Default Purchase Request allows a Super User to select the default purchase request document for their Staffing Structure. If the option for None is selected then an organization is opting out of generating a purchase request document within casm. When this selection is made the Funding Tab within the Requirements Package will be disabled for the user. To save changes select Save. Reset discards any unsaved changes and displays the information last saved (if applicable) (see Figure 11). Figure 11: New Staffing Structure Organization To associate a Staffing Structure to an Organization (e.g., COCOM), select the Organization from the drop down. To save changes, select Save. Reset discards any unsaved changes and displays the information last saved (if applicable) (see Figure 12).

14 Support Personnel Page 14 of 28 Figure 12: Staffing Structure - Organization Edit Staffing Structure Edit Staffing Structure allows a user to manage the staffing structures Details, Users, Levels, and Thresholds. To edit a staffing structure, select Edit Staffing Structure from the Controls column (see Figure 10) Details Details allow a user access to Staffing Structure details (e.g., Name, Description, Default Purchase Request, and Organization). If any information is modified, select Save (see Figure 11) Users To assign Users to a Staffing Structure, select the individual users from the Available Users, select the right arrow to move the users to the Assigned Users area. A minimum of one user from the Available Users must be assigned to the Staffing Structure, then select Save (see Figure 13).

15 Support Personnel Page 15 of 28 Figure 13: Users Groups To assign Groups to a Staffing Structure, select the individual Group(s) from the Available Groups, select the right arrow to move the users to the Assigned Groups area. Figure 14: Staffing Structure - Groups Note: Groups may only be removed from a staffing structure using Group Manager (see Section 5.2.2) Levels Levels in a Staffing Structure are the roles that need to view or approve requirements packages. In order for a role to be available for a Stage, it must be added as a level. The three primary levels (i.e., Contracting Officer, Requirement Generator, and Resource Manager) will autogenerate under Levels (see Figure 15).

16 Support Personnel Page 16 of 28 Figure 15: Levels Add Levels To add additional levels to a Staffing Structure, select Add Level. Select the System Role, enter the Level Name, Abbreviation, and Description, and then Save. Repeat these steps for each required level name. Added levels will be used to create thresholds and stages (see Figure 16) Edit / Delete Levels Figure 16: Add Level Levels may be edited or deleted after being added. To edit a level, select the Edit Level icon from the Controls column. Modify the information and then Save. To delete a level, select the Delete Level icon from the Controls column, then Yes (see Figure 17). Figure 17: Edit / Delete Levels

17 Thresholds Support Personnel Page 17 of 28 The generation of a threshold within a Staffing Structures allows for customized routing and approval of a Requirements Package. A default routing will be available for general packages or specific individual thresholds may be assigned for purchase types (i.e., Construction, Service, and Commodities). The highest dollar value item within a package designates the threshold assignment for routing and approvals (see Figure 18). Figure 18: Thresholds Add Threshold Select Add Threshold to add a new threshold. Select the Threshold Type, complete the minimum and maximum fields and then Save. The existing threshold for the type selected will automatically adjust (see Figure 19). Figure 19: Add Threshold Edit Threshold Edit Thresholds allows the user to create a new threshold, copy an existing threshold, and remove a threshold within a Staffing Structure. Select the threshold to be edited from the displayed list. Update the minimum and maximum fields, and then Save (see Figure 18).

18 Add Stage Support Personnel Page 18 of 28 Add Stage allows the user to create additional default stages for sequential or parallel routing of a Requirements Package. Each stage must have at least one level. For parallel routing additional levels may be added. All new stages must be assigned between the Requirements Generator and Contracting Officer Stages. Individuals or Groups may be assigned to levels within a Staffing Structure. To add a new Stage, select Add Stage. Complete the Stage Name and select the level for the stage. A Group or Individual maybe added to any level, with the exception of the Requirement Generator. To Add Contact, select the group or individual from the Add Contact drop down. Select Save to add the stage, level, and contact to the Threshold Staffing Structure or Cancel to discard the changes (see Figure 20). Figure 20: Add Stage Note: The three primary Stages (i.e., Contracting Officer, Requirement Generator, and Resource Manager) may not have additional levels added. Note: If Add Contact is assigned the assigned Individual or Group will automatically be placed into the Workflow for all new packages created within the threshold Edit Stage A Stage may be edited allowing the user to change the displayed Stage Name or to add additional levels. To edit a stage, select Edit from the controls column. To add additional levels use the Add Level drop down, and select Save to apply changes (see Figure 21).

19 Support Personnel Page 19 of 28 Stages may be ordered in relation to one another using the arrows to move the entire stage and all associated levels up or down between the Requirements Generator and the Contracting Officer. The Stage order determines routing order within the Workflow for a Package. Stages are done in sequential order from first to last (i.e., top to bottom in the Threshold Staffing Structure). All Levels represented within a stage must be approved before the package moves to the next stage. Figure 21: Edit Stage Delete Stage To remove a stage and all associated levels, select the stage and then Delete Edit Level The displayed Level Name for any level may be edited with the exception of the Requirements Generator, Resource Manager, and Contracting Officer levels. To edit a level, select the Edit from the controls column. Update the Level Name and select Save (see Figure 22). Figure 22: Edit Level

20 Level Contact Support Personnel Page 20 of 28 To edit the Level Contact use the Level Contact dropdown. Select the the individual or group. To remove an Individual or Group select Remove Contact (see Figure 23) Parallel Routing Figure 23: Edit Level Contact Parallel routing may be used within each Stage and is applicable only when there are multiple levels within a stage. All levels must approve the package before it may be routed to another stage. If sequential routing is required, they must be set up as separate stages (see Figure 24). Figure 24: Parallel Routing Delete Level To remove a Level from a stage, select Delete from the controls column. Note: A Stage must have at least one level. To remove the last level within a stage the Stage must be deleted Clone Thresholds Purchase Type thresholds (i.e. Construction, Service and Commodity) or the Default Threshold allows the option of cloning all thresholds and the associated stages and levels. This will replace the existing threshold stages and levels. To clone a threshold, select Clone Thresholds from the controls column (see Figure 18).

21 Support Personnel Page 21 of 28 Select the Threshold Type from the drop down (i.e., Service, Product, Construction) then Save (see Figure 25). Figure 25: Clone Thresholds Note: Cloning a purchase type threshold carries over all associated thresholds Clone Threshold Clone Threshold allows a user to clone a specific dollar threshold. To clone, select Clone Threshold from the controls column of the selected dollar threshold. Select the Threshold Type from the drop down and enter Minimum and Maximum cost, then Save (see Figure 26). Figure 26: Clone Threshold

22 Support Personnel Page 22 of 28 Note: When applying a cloned threshold to an established purchase type all existing thresholds dollar ranges within the Threshold Type will adjust Delete Threshold Removing a threshold will remove all stages and levels. To remove a threshold, select Delete Threshold from the controls column (see Figure 27) Clone Staffing Structure Figure 27: Delete Threshold Clone Staffing Structure allows a user to clone any existing staffing structure. This action clones all assigned users, levels, and thresholds. The terms Copy of the Staffing Structure will appear in the title and description fields. To Clone a Staffing Structure, select Clone Staffing Structure from the controls column. Edit the Staffing Structure name and description and then Save (see Figure 28). Figure 28: Clone Staffing Structure

23 Support Personnel Page 23 of Inactive Staffing Structure InActive places the Staffing Structure in an inactive status. The staffing structure will no longer be available when creating a new package or cloning. All packages that are currently in work will be allowed to continue. To inactivate a staffing structure check the InActive box (see Figure 29). Figure 29: InActive 5.2 Group Manager Group Manager allows multiple individuals to be associated with a group (i.e., Legal Review, Regional Contracting Office), in the Workflow. To a create group, select Add Group (see Figure 30). Figure 30: Groups New Group To create a group, select New Group. Enter the Group Name, select the Staffing Structure(s) from the Available Staffing Structures, and select the right arrow to move the Staffing Structures to the Assigned Staffing Structures. Next, assign group members by select the

24 Support Personnel Page 24 of 28 members from the Available Users, select the right arrow to move the users to the Assigned Users, and then Save. Groups must consist of two or more users. Group Names may not be duplicated (see Figure 31). Figure 31: Add Group Information Edit Group To edit a group select Edit. Select Save to save the changes and display the Group list or select Reset to discard the changes (see Figure 32). Figure 32: Edit Group

25 Support Personnel Page 25 of 28 Note: Before removing a user from a Staffing Structure they must first be removed from any associated user groups or they will no longer appear as part of that structure to allow them to be removed later. 5.3 Link Manager Allows a Super User to add a website to the dashboard and assign them to individual COCOMs and staffing structures. To create a new link, select New Link (see Figure 33). Figure 33: Link Manager New Link To create a new link use the Assignment: drop down and select the Staffing Structure(s) and or COCOM(s). Use the Category: drop down to list to define the category type of link and enter the name of the link in the Display Name field. Next, enter the web address in the URL: field (see Figure 34). Figure 34: New Link

26 Support Personnel Page 26 of Manager Manager displays all system-generated s for all users. Super Users will see all s from each staffing structure that they are assigned. Manager allows Super Users to view and resend system generated s (see Figure 35). Figure 35: Manager Note: The column headings can be used to filter the information displayed View View s allows all system generated s to be displayed and/or resent. To view an , select View from the controls column (see Figure 35). To send a message, select Resend (see Figure 36). Figure 36: View s Resend Resend allows an to be resent. To resend an select the Resend icon from the controls column (see Figure 35).

27 Support Personnel Page 27 of 28 Note: manager displays all s for the past six months. 5.5 User Search User Search allows Super Users the ability to search by address. To search, enter the user s address in the box and select Search. To view the user s account, select the user s name from the list (see Figure 37). Figure 37: User Search

28 Support Personnel Page 28 of 28 6 Appendix A Acronyms Acronym CAC casm CCB COCOM DD DFARS DISA DLA DODAAC IAW JCXS JRE PMO PRDS RP SBIR SME SPS TQS UIC URL Term Common Access Card Contingency Acquisition Support Model Configuration Control Board Combatant Command Defense Department Defense Federal Acquisition Regulation System Defense Information Systems Agency Defense Logistics Agency Department of Defense Activity Address Code In Accordance With Joint Contingency & Expeditionary Services JAVA Runtime Environment Program Management Office Purchase Request Data Standard Requirements Package Small Business Innovation Research Subject Matter Expert Standard Procurement System Total Quality Systems, Inc. Unit Identification Code Uniform Resource Locator