Defense Travel System

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Defense Travel System

• DTA Logical Flow Process

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DTA Logical Flow Process

• Elements required to successfully setup/create an
  organization in DTS.
• Building Blocks Approach

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Logical Flow Process

• Establish Organization/Sub-Organizations
• Identify Organization Hierarchy and Routing List
  Structure
• Determine Naming Sequence for Organizations
• Create Main Organization and Subordinate
  Organizations with Default Routing Lists

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Organization/Sub-Organization
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Logical Flow Process (cont)

• 2. Name Routing Lists for Sub-Organizations
• Identify Routing Lists for each Organization to
  include Conditional Routing
• Change/Create Name Routing Lists for each
  Organization

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Routing List
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Logical Flow Process (cont)

• Name Groups
• Plan the Group Structure
• Create/Name Groups in Appropriate Organizations
• Build the Global Group Membership Rules for each
  Organization

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Groups
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Logical Flow Process (cont)

• 4. Establish Personal Information
• Review/Create Person Records - Establish Role
• Assign Organization, Org Access, Group Access,
  Permission Level, Default Routing List
• Reassignment Process Procedures
• Complete Routing List Details
• Assign Name, SSN, Stamp, and Level of each
  Routing List

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Routing List
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Logical Flow Process (cont)

• Setup Lines of Accounting (LOA)
• Add Lines of Accounting
• Copy LOA to Another Organization
• Fiscal Year Roll Over
• Manual Group Membership Maintenance
• Assign personnel to each appropriate Group
  Membership List

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Logical Flow Process (cont)

• Establish Budgets
• Enter Quarterly Targets
• Generate Reports
• Document Summary
• Travel Ledger
• Accounting Summary
• Budget
• MIS Reports

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Permission Levels Roles
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DTS Permission Levels Roles

• Each role has a permission level that identifies
  the standard configuration controlling access to
  specific software modules/functions in DTS
• Permission Levels
• Protect the accuracy and integrity of travel data
  by defining the users who can perform certain DTS
  tasks
• Range from 0-9
• Discrete
• Mutually Exclusive

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Permission Levels

• Permission Level 0
• Given to Travelers, NDEAs, and Unit Clerks
• Allows access to document preparation functions
• Travelers can
• View and update certain fields in their personal
  profiles
• Create Authorizations
• Create Vouchers from Authorizations
• Create Local Vouchers

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Permission Levels

• Permission Level 1
• View only access to Budget Module
• Allows AOs and ROs access to view Budget Module
  and Lines of Accounting without providing the
  ability to edit

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Permission Levels

• Permission Level 2
• Given to Reviewing and Authorizing Officials (ROs
  and AOs)
• Allows access to the Route and Review module

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Permission Levels

• Permission Level 3
• Given to Finance DTAs
• Allows access to the following Budget Functions
• View
• Add
• Update
• Edit
• Report
• Management
• REQUIRES PERMISSION LEVEL 1

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Permission Levels

• Permission Level 4
• Given to Transportation Officers and personnel
  tasked with CBA reconciliation
• Provides specialized access to MIS Reports and
  CBA Module

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Permission Levels

• Permission Level 5
• Given to Organizational DTA (ODTA)
• Allows view/edit access to DTA Maintenance tool
  to set up organizational data within DTS

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Permission Level 6

• Permission Level 6
• Given to LDTA and FDTA
• Allows access to edit Lines of Accounting

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Permission Levels

• Permission Level 7
• Held at the Service/Agency level
• Allows access to
• Funding Override
• Approval Override
• Other service level management functions

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Roles and Permission Levels
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DTA Responsibilities
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DTA Responsibilities

• Lead DTA
• Ensure proper initial setup of site or
  organization
• Maintain updates to travelers/routing
  officials/authorizing
• officials when changes occur
• Maintain Lines of Accounting (FDTA)
• Manage system and ensure it is running properly

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DTA Responsibilities

• DTA Access (3 types)
• Permission Level assigned to DTA in order to
  accomplish all actions necessary
• Organization-Access(Based on the assigned Org
  Name) Grants access to all subordinate
  organizations setup, routing lists, budgets,
  personnel and groups for maintenance
• Group Access Determines anytime access to
  documents and traveler profile information for
  the specific, single group list of travelers
  identified

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Summary

• Logical Flow Process
• Outlines the steps necessary to successfully
  create and setup an organization in DTS
• Permission Levels Roles
• Determine what a user can/cannot do or access
  within the DTS system
• DTA Responsibilities Access
• Duties Responsibilities of the DTA