GFP Training - Plant Clearance Functions

Government Furnished Property (GFP) - Web Based Training

Plant Clearance Functions

Schedule Workload

The Schedule Workload folder in GFP Plant Clearance contains all Plant Clearance Documents assigned to the Plant Clearance Officer (PLCO) signed into PIEE. The actions available to the PLCO in the Schedule Workload folder are:

Open – Available for the PLCO/Support PLCO to accept or reject the Inventory Schedule
Create Case – Appears once the Inventory Schedule has been accepted and allows the PLCO/Support PLCO to create a case with the Inventory Schedule

Case Workload

The Case Workload folder, available to PLCO users, provides a list of Case documents that have been submitted by PLCO users. Cases are created from accepted Inventory Schedules. Actions available to the PLCO in the Case Workload folder are:

View – Available for the PLCO to view the Established Case

Transfer Request Workload

The Transfer Request Workload folder, available to users with the PLCO role, provides a list of Transfer Requests that have been submitted by PLCO, Support PLCO, or DoD Screener users. Transfer Requests are created from established Case line items. Actions available to the PLCO in the Transfer Request Workload folder are:

Open – Available for the PLCO to Accept, Reject, or Cancel Request the Transfer Request

Sales Authorization Workload

The Sales Authorization Workload folder in GFP Plant Clearance contains Sales Authorizations created by a PLCO or Support PLCO in Draft, Pending, or Closed status. Sales Authorizations are created from established Case line items.

The actions available to the PLCO in the Sales Authorization Workload folder are:

Open - Available for the PLCO to assign Disposition Codes, apply Award Information, upload documentation, or close a Sale

The actions available to the CPM in the Sales Authorization Workload folder are:

View - Available for the CPM to view Sales Authorizations or upload documentation

My Cart

The My Cart folder in GFP Plant Clearance is available to PLCO, Support PLCO, and DoD Screener users. My Cart is used to add line items from Plant Clearance Cases that have been established. Once line items have been added to the Cart, users will be able to create a Plant Clearance Transfer Request or Sales Authorization. The My Cart folder will contain all Plant Clearance Line Items added by the PLCO, Support PLCO, and DoD Screener users.

The actions available to the PLCO, Support PLCO, and DoD Screener in the My Cart folder are:

Edit – Available for the PLCO, Support PLCO, and DoD Screener to edit the line item information (i.e. quantity of items)
Delete – Available for PLCO, Support PLCO, and DoD Screener to remove line items from their Carts

Buttons available to the PLCO, Support PLCO, and DoD Screener:

Create Transfer Request – Available for the PLCO to create a Transfer Request for GSA/NASA, and for the DoD Screener to create a Transfer Request to submit to a PLCO for approval
Add Items To Cart – Available to PLCO, Support PLCO, and DoD Screeners to find and add line items to their Cart to be used to make Transfer Requests and/or Sales Authorizations
Clear Cart – Available to PLCO, Support PLCO, and DoD Screeners to removal all line items from their Carts

Buttons available to the PLCO and Support PLCO:

Create Sales Authorization– Available for the PLCO to create a Sales Authorization for GSA/NASA

Screener Rules

Screener Rules define the parameters on the users who can view the line items on the Inventory Schedule and the number of days the line items will be available for request.

Screener Rules are applied to line item on Accepted Inventory Schedules and are required to be applied to each line item before a Case may be established.

There are Screener Rule Info buttons in PLC on pages that are relevant to needing Screener Rule information (i.e. the My Cart page)

001 – Standard Screening (DoD for 20 days, followed by GSA for 26 days)
002 – Special Screening (DoD for 20 days)
006 – GSA-Only Screening (GSA for 26 days)
999 – No Screening

Search

Search takes the user to a Search Criteria page where they can enter information into the fields in order to locate Plant Clearance Documents. The Search Criteria are:

Inventory Schedule

Contract Number
Contract Order Number
Prime CAGE
Case Number
Schedule Reference Number
Alternative Schedule Reference Number
DoDAAC
Property Location CAGE Code
Schedule Status
Plant Clearance Officer First Name
Plant Clearance Officer Last Name
Date Submitted Start
Date Submitted End

Case

Contract Number
Contract Order Number
Prime CAGE
Case Number
Schedule Reference Number
Alternative Schedule Reference Number
DoDAAC
Case Status
Plant Clearance Officer First Name
Plant Clearance Officer Last Name
Date Established Start
Date Established End

Transfer Request

Transfer Request Number
Contract Number
Contract Order Number
Prime CAGE
Case Number
Schedule Reference Number
Alternative Schedule Reference Number
DoDAAC
Property Location CAGE Code
Status
Plant Clearance Officer First Name
Plant Clearance Officer Last Name
Date Submitted Start
Date Submitted End

Sales Authorization

Sale Number
Prime CAGE
Prime Contractor Name
PLCO DoDAAC
Property Location CAGE Code
Property Location Name
Plant Clearance Officer First Name
Plant Clearance Officer Last Name
Disposition Code
Sale Status
Date Created Start
Date Created End
Date Last Updated Start
Date Last Updated End

Clicking the Search button will take users to the search Results page, users will have access to the actions:

View – this allows the user to open the Plant Clearance Document in View Only.
Reassign – this allows the user to assign the Plant Clearance Documents to another user.
Open - this allows the user to open the Plant Clearance Document and work it.

Inventory Schedule - Overdue

The system will track the number of days starting from the submission of the Inventory Schedule by the CPM user. After ten calendar days has passed and no action has been taken by either a PLCO or Support PLCO the system will flag the Inventory Schedule Workload as being overdue. The Processing Days column on the Schedule Workload folder and the Search Results folder indicates that the document is overdue when more than 10 calendar days have passed since the Inventory Schedule has been submitted by adding a red clock icon next the number of days. There will also be hover over text that states: "Processing for this Plant Clearance Inventory Schedule is overdue." There will be no other alerts or emails sent to the PLCO or Support PLCO. The icon will remain on the Inventory Schedule needing review until the PLCO or Support PLCO has completed their acceptance or rejection.

Case Establishment - Overdue

The system will track the number of days starting from the accepting of the Inventory Schedule by the PLCO/Support PLCO user. After ten calendar days has passed and no action has been taken by the PLCO, the system will flag the Inventory Schedule as being overdue for Case Establishment. The Processing Days column on the Schedule Workload folder and the Search Results folder indicates that the document is overdue when more than 10 calendar days have passed since the Inventory Schedule has been accepted by adding a red clock icon next to the number of days. There will also be hover over text that states: "Case Establishment for this Plant Clearance Inventory Schedule is overdue." There will be no other alerts or emails sent to the PLCO. The icon will remain on the Inventory Schedule needing action until the PLCO has completed their Case Establishment.

Plant Clearance Document - Status List

Inventory Schedule

Draft
Submitted
Rejected
Void
Recalled
Accepted
Accepted-Established to Case
Accepted-Pending Establishment to Case

Case

Draft
Established
Closed

Transfer Request

Draft
Submitted
Approved
Complete
Rejected
Cancelled

Sales Authorization

Draft
Pending
Closed

Plant Clearance Document - Save

Plant Clearance Documents may be saved to be worked at a later time.

Clicking the Save button or changing tabs while viewing a Plant Clearance Document will save the document with all current changes and comments.

An Info message will be displayed indicating a successful save and that the save action and comments have been added to the history tab.

The History tab reflects all actions against the Plant Clearance Document. Each entry provides the user's information and any comments they may have entered.

Query

PLCO, Support PLCO, and GFP System Admin users have the ability to perform a data query of Case documents with a specified set of parameters. Query results may be exported into a spreadsheet by entering all desired criteria and selecting the Run Query button. If query criteria is entered that is at the Line Item level, Line Item data will be included in the results. Otherwise, only Case level data will be exported.

Query Criteria

Service/Agency
Case Number
Date Established Start
Date Established End
Close Date Start
Close Date End
Case Status
Contract Number
Termination
Date Accepted Start
Date Accepted End
Date Submitted Start
Date Submitted End
Date Rejected Start
Date Rejected End
Date Disposition Code Assigned Start
Date Disposition Code Assigned End
Disposition Code
National Stock Number
Contractor Number Type
Is the property allocable to a FMS contract/FMS portion of a contract
Plant Clearance Officer First Name
Plant Clearance Officer Last Name
Prime CAGE
Property Location CAGE Code
Property Location Name
Item Serial Number
Part Number

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