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EFDP Web App Process Guide

EFDP Web App Process Guide

Contents

Overview

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The web app was initially designed to work on an enterprise network, meaning that authentication was managed using the user's network credentials. I've modified this application demo so that each role can be analyzed by simulating the logged in user with a dropdown in the navigation header of the app. To test the different features available in the application, change the currently simulated user to see the different features available.

To change the simulated user, click the dropdown in the top navigation bar, select the user to be simulated, then click Change User.

change-user

The board process is conducted as follows:

  1. Personnel admins configure the board.
    1. Assign evaluating commanders and establish the senior rater.
    2. Create nominee profiles and attach nominee records.
  2. Personnel admins activate the board when the board is scheduled to be conducted. At this time, senior enlisted advisers are able to scrub the candidate's records and provide guidance as required.
  3. Commanders begin scoring after the initial briefing.
  4. In the event of a split, defined as a discrepency between commanders of 2 points or higher, the personnel admin will reset the score of the commander(s) who elect to adjust their score.
  5. Once scoring is complete, the nominees will be assigned a recommendation of Must Promote, Promote Now, or Promote (to be input by the personnel admin).
  6. The senior rater will review and finalize the board proceedings.

This guide will demonstrate how to accomplish these functions within the web application.

Permissions

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Permission Roles
Admin Create and manage boards, Resolve splits, Reset accidental scores, Assign Promotion Recommendations.
SEA Review nominee records for active boards.
Commander Score nominees for boards that they are assigned to. For each board, one Senior Rater is selected among the commanders that are assigned to the board. The Senior Rater, in addition to scoring, is able to review and finalize the board proceedings.

Permissions are set by clicking the Permissions link in the Admin dropdown menu on the top navigation bar.

Must be authenticated as a user with Admin rights to access the Admin dropdown menu.

permissions

Supplemental Data

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Admin permissions required for this segment.

Units, Ranks, and Promotion Recommendations are managed by clicking the Manage Tables link in the Admin dropdown menu in the top navigation bar.

To add an entry, fill in the fields under the relevant section, then click the Add button. To modify an entry, update the values in the listing of entries, then click Save.

manage-tables

Board Configuration

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Admin permissions required for this segment.

A board is created by clicking the Boards link in the Admin dropdown menu in the top navigation bar. Provide a name for the board, then click Create Board. This will place the board in the Inactive Boards section.

new-board

created-board

Once the board is created, clicking the Edit button next to the board will allow you to assign the scoring commanders, establish the senior rater, configure the nominees, and update nominee records.

In the Add Commander section, the list of all users with Commander permissions are populated in the drop-down. Fill in all of the information, then click Save to add the commander to the board. To modify the commander's settings, click the Edit button. To remove the commander, click the down-arrow icon next to the Edit button, then click Delete.

If you need to change the senior rater, you will need to first edit and remove the Senior Rater setting from the currently configured commander before assigning the setting to a new commander.

In the Add Nominee section, fill in the Name, Rank, Unit, and Last Four information for the nominee, then click Save. To update nominee information, click the Edit button next to the relevant nominee. If a nominee needs to be removed, click the down-arrow icon next to the Edit button, then click Delete.

edit-board

To add a nominee's records, click the down-arrow icon next to the Edit Button and click Manage Records. Click the Browse button to open the file explorer, select the relevant files for the current nominee, then click Open. Click the Upload button to assign the records to the nominee.

File names for nominee records should be unique.

When complete, click the browser's Back button to return to the Edit Board page.

file-select

upload-records

After all configuration is complete, return to the Boards page, click the down-arrow icon next to the Edit button for the relevant board, then click Activate.

activate-board

activated-board

Clicking the Online Promotion Board link in the top navigation bar will return you to the home page, where you can see the current status for the activated board.

home

SEA Review

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Must have SEA permissions for this segment.

Click the Active Boards link in the SEA dropdown located in the top navigation bar.

sea-dropdown

Click View Board next to the board to access the nominee records for the board.

active-boards

Each nominee is listed with links to their records. Click on a record link to open the record in a new browser tab.

nominee-records

display-record

Commander Scoring

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You need to have Commander permissions, and be established as a scoring commander for the active board for this segment.

From the home page, either click the Evaluate Board button, or click Evaluate Board from the Commander drop-down located in the top navigation bar.

commander-dropdown

Click View Board on the Active Boards page

active-boards

Click Evaluate next to the relevant nominee.

commander-board

Clicking a record link under the Nominee Records section will open the record in a new browser tab.

nominee-record

After a decision has been made, select the score from the dropdown and click Submit.

score-nominee

A prompt will pop up asking you to confirm your score. Click Submit to finalize the score for that nominee.

confirm-score

You will then be directed back to the main board page to score the next candidate. You can review records for candidates that have been scored by clicking their name in the Evaluated Nominees section.

score-confirmed

In the event that a nominee has been incorrectly scored, a personnel admin can reset scores for a nominee even if there has not been a split.

Split Resolution

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You need Admin privileges for the following segment

The admin dashboard is accessed by clicking the Dashboard link in the Admin drop-down found on the top navigation bar. During the scoring process, this page is kept up to date in real time. As commanders finish scoring, the icons next to their names will change from a red X to a green check. When all of the commanders have finishe scoring, the red X in the Complete? column under Active Boards will change to a green check mark. Any splits that are encountered during the scoring process will show up in the Board Splits section. After the commanders have decided who will adjust their score, you can click Rescore to allow each of the commanders to rescore the nominee in question.

admin-dashboard

After the splits have been resolved, the dashboard will reflect this with the No Splits Found indication.

clear-dashboard

Resetting Non-Split Scores

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In the event that a commander accidentally submits the wrong score, regardless of whether or not it results in a split, the score can be reset. Click the Boards link from the Admin drop-down located in the top navigation bar. Click the right down-arrow icon next the the Edit button for the relevant board.

evaluations-link

In the row corresponding to the commander and nominee intended to be rescored, click the Rescore button, and the commander will be able to provide a new score for the nominee.

evaluations

Promotion Recommendations

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Once scoring is complete, and the commanders have decided how available Promote Now, Must Promote, and Promote recommendations will be distributed, navigate to the Dashboard from the Admin drop-down located in the top navigation bar.

clear-dashboard

Click the Board link under the Active Boards section to assign promotion recommendations. Select the appropriate recommendation for each nominee, and click Update Recommendation to set the recommendation for that nominee. Once all recommendations have been updated, the senior rater can review and finalize the board.

promotion-recommendations

Finalizing the Board

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You must have Commander permissions and be indicated as the Senior Rater for the board for this segment

Once all of the scoring is completed and the promotion recommendations have been set, the final results of the board can be viewed from the home page. Nominees are ordered from highest to lowest scored on both the chart and in the table below. The red section represents high score, green represents average score, and blue represents low score. Hovering over the points on the chart will provide an overlay with the numeric values.

final-results

Click the Review Board button, or the link located in the Commander drop-down located in the top navigation bar, then click Review next to the relevant board.

active-boards

The final results of the board are listed. Click the Finalize button whenever the results are finished being confirmed.

finalize-board

A prompt will show indicating that once the board is finalized, it can no longer be modified. Click Finalize to confirm that the board proceedings are correct and that the board is now concluded.

confirm-finalize

Board Archives

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All finalized boards can be accessed in the promotion board archive. This can be accessed by clicking the Archive button on the home page.

home

Click the Board name in the archive to view the historic results of the board.

board-archive

The historic record indicates when the board was created, the results of the board (minus the individual scores of the attending commanders), the digital signature of the Senior Rater who finalized the board, and the timestamp of when the board was finalized.

archive-record

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