Aux Order Management Tutorial.

Report
Auxdata Order Management
AOM
This presentation prepared by John Milczewski
Flotilla Operations Officer
Flotilla 130-01-01
Bellingham, WA
June 2013
John Milczewski
360-739-1310
USCGAUX 130-01-01
Bellingham, Washington
1
AOM
AUXDATA ORDER MANAGEMENT
Welcome to the Auxdata Order Management System
• AOM works on a number of browsers: Firefox,
Chrome, Internet Explorer (Mac & PC)
• AOM is designed so Facility Owners and Coxswains
may request orders.
• All Coxswains and Facility Owners may have
access to the AOM Data Base.
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AOM
AUXDATA ORDER MANAGEMENT
• To gain access to the AOM Data Base you MUST complete
the following steps:
1. Have an EFT (Electronic Funds Transfer) account with
the Finance Center (FINCEN) if you do not already
have one.
2. Have an individual or unique e-mail address. You may
not use a “shared” e-mail address. The system will
select your primary AUXDATA e-mail address.
If you need to add or change your primary e-mail
address use the Auxofficer “on line 7028 web form”
“Change of Member Information.)
https://auxofficer.cgaux.org/
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AOM
AUXDATA ORDER MANAGEMENT
(Continued)
3. Have an AOM account.
• Contact your FSO-OP if you do not have an AOM
account or are not sure whether you have one or not.
• You will also have to establish a password for your
account.
A temporary one may have been provided for you.
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AOM
AUXDATA ORDER MANAGEMENT
You must have an “Electronic Funds Transfer”
account ( EFT ) established with the Finance
Center, even if you do not ask for reimbursement.
If you do not have an EFT account, go to the
Finance Center at: http://www.fincen.uscg.mil/
At the Finance Center go to “Vendors” and then
“sign up for EFT online”
EACH OWNER and COXSWAIN must have an
EFT account in their own name.
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AOM
AUXDATA ORDER MANAGEMENT
• AOM has two (2) data bases.
One for “Training” (Training-Blade server) and
one for “Production”. (Production- Blade server)
• You must make sure you are in the Production Server
when you are requesting orders or looking at updating
or completing your orders.
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AOM
AUXDATA ORDER MANAGEMENT
Training – Blade Server
• When you first sign on and want to use the
training data base, this is the URL to use.
https://ordermgmt-train.uscg.gov/
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AOM
AUXDATA ORDER MANAGEMENT
Production – Blade Server
• When you are ready to actually “Request Orders”
then you need to use the Production Data Base.
https://ordermgmt.uscg.gov/
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https://ordermgmt.uscg.gov/
Click “OK”
when you are
ready to
proceed.
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AOM
IF you do NOT have a password !
Click HERE to get password
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AOM
Complete this form
to retrieve your
Password !
Click HERE to get password
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AOM
GETTING STARTED
In order to get started actually using the AOM
system you should first go to the URL:
https://ordermgmt.uscg.gov
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AOM
Requesting or viewing orders
Notice, Production
Blade server ! !
When ready..click here!
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AOM
AUXDATA ORDER MANAGEMENT
Log in time!
( Your “User Name” is your first initial and your last name! )
jmilczewski
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AOM
AUXDATA ORDER MANAGEMENT
Log in time!
( Enter YOUR password)
jmilczewski
••••••••
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Weekly Calendar !
May 1 has only been chosen as an example!
Notice monthly calendar on LEFT side.
May 1 is highlighted on this calendar.
May 1st is the first day shown on this calendar
view.
To view a particular day CLICK on that day in
the small calendar.
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Weekly Calendar !
Notice the color coding of the “Patrol Orders”
Patrols are shown by time of day.
“WN” numbers and Facility names are shown
as space allows.
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Weekly Calendar !
To select the “Monthly” view
click on the “Month” tab at
the top of the calendar.
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Monthly Calendar !
To change months click on the
directional arrows on the small
calendar on the left.
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Select one day !
To select a single day, such as May 18th,
click on that date (May 18) on the small
calendar on the left and then CLICK on
DAY at the top of the monthly calendar.
You will now be able to see EVERY patrol
on May 18th.
Each Order will be color coded and the
start time will also be shown.
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Daily Calendar !
Day:
May 18
To see the patrols listed starting before 8 am,
you need to scroll UP to their beginning
time.
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Viewing Orders
To VIEW the orders for any Facility, click on the
name of that Facility, or anywhere in the colored
section for that Facility.
You will now see the ORDERS for that Facility.
You will NOT be able to change anything unless
it is your own Facility or you are the Coxswain
designated as the “Operator”.
You will be able to see the Facility Information
including name, Facility ID number, crew, etc.
Each Order is Color coded.
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Sample Patrol Orders
Order Number
Facility
Owner
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Operator
Requesting Patrol Orders
To “Request Patrol Orders” you first need to find
the month and day on the calendar, June 1.
Click here
to begin
request !
Note: Date is
shown here.
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Requesting Patrol Orders
Now to “Request Patrol Orders” you NEXT need to click
on the “Request Order” box above the small calendar.
Click
here
to begin
Request !
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Requesting Patrol Orders
This is what the blank order form looks like !
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Filling out Patrol Request !
First: Choosing your Facility!
Only YOUR Facility/Facilities will show here
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Select Owner if more than one.
Form with “Owner as Operator”. Automatic first choice
You may have more than one
“owner”, if so, select one
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Select Owner if more than one.
Form with “Owner On Board!
Coxswain other than owner
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Permission for extra Coxswains.
IF you, as a Facility owner, want to allow someone
other than yourself to be listed as “Operator”, you
MUST indicate that on your 7003, Vessel Inspection
Form and Offer for Use form.
This MUST be done at the bottom of page 2 of the
7003 form, Section VII, Operation of a Facility by a
non-owner.
You MUST indicate by name, ID number and unit
number who you will allow to operate your boat.
If you DO NOT specify anyone, then no one else will
be allowed to act as “Operator” or coxswain of record.
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Select Requested Date.
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Special accounting information shows as
soon as Facility is entered.
This information is
automatically filled
in when Facility
Name is entered.
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Select Sub-Unit.
(Sector Puget Sound)
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Select Patrol Type.
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Select Patrol Time.
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Select Patrol Time.
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Select Patrol Area.
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Select Patrol Area.
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Add comments. Briefly describe
mission. (e.g.
Ski to Sea Regatta)
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Submit your request !
ONLY this part can be completed
until the orders are approved.
Only this much can be completed before your request
is approved
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Confirmation of
SUBMITTED ORDERS
Click OK to return to the Calendar
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To return to Calendar….!
Click on “Close Without Saving” to return
to calendar any time.
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Submitted Orders Calendar !
• ORDERS will show in the calendar in BLUE once
they have been received.
• ORDERS will show as GREEN in the calendar
once they have been approved.
• You will receive an e-mail response to your
submitting orders.
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AOM
• Once you have “submitted” your order request,
it may take a day or two until they are approved.
• You will receive e-mail notification when the orders
are approved.
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AOM
•
Orders Approved
• NOW go into AOM and click on your ORDERS.
Notice the color has been changed to green (APPROVED)
• Now you may ADD ITINERARY and put in the
ADD CREW information.
• Crew members will receive an e-mail notice that they
have been scheduled for your crew.
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APPROVED Patrol Orders
Now ADD Itinerary
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AOM
ADD ITINERARY SCREEN
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AOM
ADD ITINERARY SCREEN: Start
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AOM
ITINERARY : Mission Code
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AOM
Select OPCON: Sector Puget Sound
ADD ITINERARY SCREEN
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AOM
Enter Start and End time
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AOM
Itinerary : Area
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AOM
Itinerary : Waters
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AOM
Itinerary: Waters
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APPROVED Patrol Orders
Now ADD Second Itinerary
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AOM
Two events during patrol
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APPROVED Patrol Orders
Now ADD Crew
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AOM
Adding Crew members
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AOM
ADD CREW by number
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AOM
ADD CREW by name !
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AOM
Choose by highlighting name & then click SELECT!
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AOM
When you add crew before a patrol you can make sure
your crew are qualified and not REYR or trainees.
Members who are REYR will be shown as trainees.
AOM
• Make sure you SAVE
your changes.
• Close (without saving) takes
you back to calendar !
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Completing Patrol Orders
Before completing orders
make sure you have each
member of your crew
listed. (No 7030’s anymore)
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Completing Patrol Orders
Complete this section
when finished with the
patrol and ready to turn
in receipts.
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AOM
• Put in Expenses and attach receipts.
• Scan or take a picture of your receipts and then
“attach” them by clicking on “Receipts”(.jpg, .png, or.gif )
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AOM
• Signature of Claimant and Operator.
(use password for signature)
Remember, both Claimant and Operator must have
AOM and EFT accounts
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AOM
• Click SAVE and then click on
Complete Order
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AOM
DO NOT click in the small boxes if you are
expecting reimbursement.
You would only check the box if the items were provided
directly to you, e.g., box lunches or motor pool fuel.
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AOM
• If you need to Cancel an order, click here !
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AOM
• You will receive an e-mail showing where
your Patrol Order is in the payment process.
Contact your FSO-OP if you have questions or
problems.
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AOM
IN SUMMARY:
• Auxdata Order Management system users
must be facility owners or coxswains
• Users must have their own Electronic Fund
Transfer (EFT) account with FINCEN
• AOM accounts must be requested and
passwords established for log-in
• Facility Owners must designate specifically on
their 7003 “Offer for Use” which Coxswains may
operate their facility.
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AOM
IN SUMMARY (CONTINUED):
• A calendar format is used to display orders and
their status.
• AOM communicates with users whenever
changes occur in the orders.
• Since AOM submits the 7030 information
automatically to Auxdata, it is essential that the
Coxswain confirm the accuracy of the information
before submitting completed orders.
• Contact your Operations Officer if you have
questions or problems.
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AOM
Make sure your Flotilla Ops Officer is aware of
any patrols you are planning.
Have fun and expect that this system will
help us as we respond to requests from the
Coast Guard.
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Auxiliary Order Management
AOM
This presentation prepared by John Milczewski
Flotilla Operations Officer
Flotilla 130-01-01
Bellingham, WA
June 2013
John Milczewski
360-739-1310
USCGAUX 130-01-01
Bellingham, Washington
75

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