CSDR SubmitReview Website Lead Reviewer Training

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CSDR Submit-Review WebsiteLead Reviewer Training

• June 22, 2009

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Lead Reviewer Training

• The following document provides step-by-step
  screenshots to illustrate the major actions
  performed by Lead Reviewers
• Requesting a DCARC account
• Attaching submitters to contracts
• Reviewing and commenting on CSDR submissions
• Viewing CSDR Plans
• Reviewing CSDR Submissions

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• Requesting a DCARC Account

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Requesting an Account

• To request a DCARC Portal account select the
  DCARC Knowledge Portal button in the upper left
  corner of the DCARC website
• http//dcarc.pae.osd.mil/
• If you already have an EVM-CR account, you do not
  need to register for a new account

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Requesting an Account

• Select the Register Here link
• In completing the account request form, request
  the CSDR Submit-Review Reviewer role

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Logging into CSDR S-R System

• After logging in, select the CSDR Submit-Review
  Web Site
• If you have an EVM-CR account and did not have to
  request a new account, select the Request
  Application Roles link to add the CSDR
  Submit-Review Reviewer role to your account

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Logging into CSDR S-R System

• Select the desired option along the top menu bar
  to continue into the system
• First-time users will most likely want to select
  Review Submissions

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• Attaching Submitters to Contracts

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Attaching Submitters

• To view the contracts that you are attached to,
  select the Contracts tab from the Review
  Submissions screen

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Attaching Submitters

• To attach submitters to a given contract, select
  the hyperlinked contract number

• If contracts are missing from your assigned
  contracts list, please contact the DCARC

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Attaching Submitters

• From the Contract Detail screen, select the
  Reviewers Submitters tab

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Attaching Submitters

• Next, select the Manage Contract Submitters link

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Attaching Submitters

• Use the search function to find the desired
  submitter
• Select the box next to their name and then choose
  Add Selected Submitters

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Warning

• Pay careful attention to the subcontractor fields
  when attaching submitters
• If a contract is designated as prime, only
  prime contractor submitters should be attached
• If a contract is for a subcontractor, the
  subcontractor name and division fields will be
  completed (but the contractor name/division
  listed will still be the prime)

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• Attaching Reviewers to Contracts

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Attaching Reviewers

• Reviewers are attached from the Reviewers
  Submitters tab of the Contract Detail page
  (accessible via clicking on a hyperlinked
  contract number in the system)
• Select Manage Contract Reviewers

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Attaching Reviewers

• Use the search function to find the desired
  reviewer
• Select the box next to their name and then choose
  Add Selected Reviewers

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• Reviewing Submissions

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Reviewing Submissions

• From the Review Submissions tab of the system
  you will be able to see all pending submissions
  for contracts you are attached to
• To access the files submitted for a given
  submission and comment on the submission, select
  the hyperlinked submission ID

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Reviewing Submissions

• Select the Files tab to view the files
  submitted by the industry uploader

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Reviewing Submissions

• Files can be accessed by selecting the links in
  the Submission Files section
• For cost report submissions, select the
  Validation tab to review validation results
  from the cPet automated tool

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Reviewing Submissions

• The working files table at the bottom will show
  files from any previous cPet validations run by
  the submitter
• Select the validate
• button to run or re-run
• a validation on the
• selected cost report
• files
• Select the Review
• tab to make comments
• and input whether you
• approve or disapprove
• of the submission

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Reviewing Submissions

• Change the status to Accepted if you approved
  of the submission or Rejected if resubmission
  should be required
• If the comment box is too small, you may attach a
  file with comments by selecting the icon
• Remember to hit the Save button when you are
  finished

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• Viewing CSDR Plans

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Viewing CSDR Plans

• From the Contract Detail screen (accessible by
  clicking on the hyperlink of the contract
  number), select the Contract Tasks/Plans tab

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Viewing CSDR Plans

• Selecting View will allow you to access both
  the XML and Excel version of the CSDR plans that
  are currently on file

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• Reviewing CSDR Submission Events

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Reviewing Events

• As a lead reviewer you must ensure that the
  submission events in the system match what is on
  contract and that the expected submission due
  dates and as of dates are accurate
• If there are any issues with submission event
  information being incorrect, please contact the
  DCARC