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Perform-To-Serve Integration into
           Fleet RIDE




Fleet RIDE – Training Materials
                                  1
PTS Way Ahead
 Integrate PTS into Fleet RIDE (1 Oct 2010)
 Base Eligibility on End of Obligated Service with extensions (SEAOS). Applications
  for EAOS/PRD (Special Circumstance) will still be allowed based on certain
  criteria.
 Modify Algorithm to include additional performance criteria
    Performance Evaluation average for up to 5 most current evaluations
    PFA – number of PFA failures within a four year period
 Incorporate Year Group management into Rack and Stack (PTS/Fleet RIDE
  merger)
 Populate application with authoritative data from Corporate sources
    As the integrity of corporate data matures, additional elements will be
       populated (i.e. Evaluations, PFA)
 Provide ability for Commands to view in-rate, convert out and convert in quotas
  on a monthly basis
 Allow system to remain open for new applications during monthly processing
 Submit Applications for either AC or RC, not both
Initial Operating Capability
 Single system for identification of qualified PTS
  opportunities, submission of applications, and ECM
  decision.
 Pre-populated PTS applications for all Sailors between 6 - 15
  months of SEAOS
 Batch submission capability to enhance Counselor
  productivity
 Robust reporting
    Compliance, results and execution reporting
    OPNAV/USFF/CPF/ISIC/Unit level




         Streamline the Process – Better Program Management Capability
Results
Commands will have the ability to review their results via the
 Command Results Report
The system will generate official letters to document specific
 results of each application (approve, deny, approve pending
 documentation). This will be used as authoritative documentation
 official notification, no Naval Messages will be transmitted.
Conversions requiring additional paperwork will receive an
 approval pending documentation status with official letter
 documentation. When final determination is made, the final
 approve or deny status will be recorded and a new letter will be
 generated
Approved Conversion via “A” School list is forwarded to detailers
 for school seat assignments and orders.
End State Benefits
 Continuous career counseling system that optimizes member’s FIT to
  viable career paths

 Single, consistent process for comprehensive rating eligibility
  screening

 Integration of Apprentice rating entry and Sailor conversion request
  and approval processes

 RIDE-optimized improvements in Navy-wide Advancement Exam
  success, follow-on training success, PTS approval rates, and PTS
  reenlistments

 Legacy system reduction and reduced maintenance tail

             De-conflicting processes and systems
                                    5
Submitting Applications




Fleet RIDE – Training Materials
                                  6
Submitting an Application
 Each Sailor can have one, and only one, PTS application. The
  application can be for either Active Duty or Selective Reserve.
 Submit a PTS application through the:
    PTS Application Browser if the application is automatically generated
     by Fleet RIDE (06 to 15 months of SEAOS).
        Single submission
        Batch Submission
    Sailor Browser if the application is not auto-generated by Fleet RIDE.
     Use the Sailor Browser if you are submitting an application for a special
     circumstance.
      NOTE: Contact the PTS Helpdesk if a Sailor does not appear on the PTS
      Application Browser or the Sailor does not appear on the Sailor Browser.



                 Two methods to submit a PTS application
                                                                           7
                                                                               7
PTS Application Browser
                                ALL DATA DISPLAYED IS FICTITIOUS




                                                                   2. Unselect the first Sailor on the list,
                                                                                if necessary.
                                 1. Click the desired Sailor.          The Application Details button
                                                                      activates when only one Sailor is
                                                                                  selected.
3. Click Application Details.




                                                                                                           8
PTS Details Window
                        ALL DATA DISPLAYED IS FICTITIOUS




                              1. Verify the Sailor Eligibility
                          information. Update using required
                          NSIPS transaction or other means, if
                                        necessary.


                                  2. Select the Component Type. Click
                                  USN or FTS to apply for active duty.
                                   Click SELRES to apply for selective
                                                 reserve.


3. Select the Application Type.




                                                                         9
Application Types
                            ALL DATA DISPLAYED IS FICTITIOUS




If you select an Application Type from
    the left column, Fleet RIDE will
   process the application during the
           next Rack & Stack.




                                                               10
Converting Out
             ALL DATA DISPLAYED IS FICTITIOUS




          Use these two Account Types when the
          Sailor is either willing to or seeking to
                         convert out.
          If you select either of these, Fleet RIDE
          activates the Conversion Choices drop-
                        down boxes.




Start at the Sailor Browser and select your undesignated Sailor


                                                                  11
Not Applying this Month
             ALL DATA DISPLAYED IS FICTITIOUS




      If you select Not Applying This Month,
       Fleet RIDE activates the Reason drop-
      down box. You must select the reason
        the Sailor is not applying this month
      before you can submit the application.




                                                12
Not Eligible
       ALL DATA DISPLAYED IS FICTITIOUS




  If you select Not Eligible, Fleet RIDE
 activates the Reason drop-down box.
You must select the reason the Sailor’s
 ineligible before you can submit the
               application.




                                           13
Intends to Separate
      ALL DATA DISPLAYED IS FICTITIOUS




         If you select Intends to Separate, Fleet
          RIDE activates the Reason drop-down
           box. You must select the reason the
          Sailor is not applying for In-Rate or to
         Convert Out before you can submit the
                        application.




                                                     14
Applying for Selective Reserve
                           ALL DATA DISPLAYED IS FICTITIOUS




       If you select SELRES, Fleet RIDE activates the
        SELRES fields. You must enter the Selective
     Reserve information, before you can submit the
      application. Select the Sailor’s preferred NOSC
     from the drop-down box and enter the Sailor’s
     phone and email in the appropriate text boxes.




                                                              15
Completing Application Details
            ALL DATA DISPLAYED IS FICTITIOUS




                   Complete the Application Details data fields. Fleet RIDE
                      requires you to enter the Sailor’s last Promotion
                   Recommendation and its date. You will enter all recent
                        Promotional Recommendations (up to five).




                                                                              16
Submitting Application
                                    ALL DATA DISPLAYED IS FICTITIOUS




 You must confirm that the application details are correct
and the CO recommends the Sailor before you can submit
                      the application.
If you click the check box, Fleet RIDE activates the Submit
      button. Click Submit to submit the application.




                                                                       17
Submitting as DCC
                                          ALL DATA DISPLAYED IS FICTITIOUS




 If you submit an application as a DCC,
    the Submit for CC button displays.
The process requires the DCC to submit
  an application for the CCC to review.
     After reviewing and verifying the
     information, the CCC submits the
                application.




                                                                             18
Applying for PTS from Sailor Browser
                           ALL DATA DISPLAYED IS FICTITIOUS




       To view the Sailor Details window, double click
      the desired Sailor or highlight the desired Sailor
                        and click Edit.




                                                              19
Applying for PTS from Sailor Browser
           ALL DATA DISPLAYED IS FICTITIOUS




       Click Apply PTS.




                                              20
PTS Application Qualified Jobs
                               ALL DATA DISPLAYED IS FICTITIOUS




              1. View the number of quotas published and number of
                                  applications thus far.
                 Field format = # Quotas Published (# Applications)



2. Click PTS Application.




                                                                      21
PTS Application Details Window
                   ALL DATA DISPLAYED IS FICTITIOUS




              If you submit a PTS special
        circumstance application, select Spec
           Circ from the Application Reason
         drop-down box. Fleet RIDE requires
          you to select a reason code before
         submitting the special circumstance
                      application.



                                                Review previous slides for instructions
                                                on completing and submitting the PTS
                                                      application, if necessary.




                                                                                          22
Batch Submitting Applications




Fleet RIDE – Training Materials
                                  23
Batch Submitting Applications
 Batch submitting applications allows you to resubmit the
  applications that were not approved during the last Rack &
  Stack.
 Fleet RIDE assigns the status Saved Action Required to the
  applications that were not approved.
 Before you batch submit applications, validate the applications.
  Validating an Application for Batch Submission performs the
  following functions:
    Verifies the application is complete.
    Sets the CO Recommends check box.



  Batch submit applications with a status Saved Action Required
                                                                  24
                                                                       24
PTS Application Browser
                                  ALL DATA DISPLAYED IS FICTITIOUS




Click the Status magnifying glass icon
    to filter the PTS applications by
    status—the Filter Status pop-up
             window displays.




                                                                     25
PTS Application Browser
        ALL DATA DISPLAYED IS FICTITIOUS




                                            Click the desired status from the
                                           Select Filter Status box. Fleet RIDE
                                           allows you to select multiple filter
                                                   statuses, if desired.

                                                                                  26
Validating Applications for Batch
                                        ALL DATA DISPLAYED IS FICTITIOUS
             Submit




                                      1. Click the applications that you
                                               want to validate.


2. Click Validate for Batch Submit—
  Fleet RIDE validates the selected
             applications.




                                                                           27
Validation Process




               During the validation process, Fleet RIDE
               displays the number of records that have
              been processed, the number successful, and
                          the number failed.

              Review and edit Sailor applications that have
                 failed validation. (Successfully validated
                applications have a ‘Y’ in the CO column.
               Failed validation applications do not have a
                           ‘Y’ in the CO column.)




                                                      28
PTS Batch Submit




   Click Batch Submit All to batch submit
              the applications.

    NOTE: Fleet RIDE attempts to batch
    submit all applications with a Saved
         Action Required status.
PTS Batch Submission Process




                               30
Printing Notification Letters




Fleet RIDE – Training Materials
                                  31
Printing Notification Letters
 Print the decision letters through the Command PTS Monthly
  Summary report.
 Access the Command PTS Monthly summary report from the
  Reports menu.
 Each Rack & Stack decision has its own notification letter
  format. For example, there is a format for In-Rate Approval,
  Rating Conversion Approval, etc.
 Notification letters are displayed as Word documents. Print the
  letters using Word functionality.



     Click the Sailor to display the Sailor’s notification letter.
                                                                     32
                                                                          32
Command PTS Monthly Summary Report
                                         ALL DATA DISPLAYED IS FICTITIOUS




Click the plus sign to “drill down” to
           the Sailor detail.




                                                                            33
Command PTS Monthly Summary Drill-Down
                        ALL DATA DISPLAYED IS FICTITIOUS




        Click the Sailor to display the Sailor’s
    notification letter. The letter will display as a
                   Word document.




                                                           34
Sample CNPC Notification Letter –
        In-Rate Approval
        ALL DATA DISPLAYED IS FICTITIOUS




                                           35
Command PTS Monthly Summary Drill-Down
           ALL DATA DISPLAYED IS FICTITIOUS




                                              36
Sample CNPC Notification Letter - Rating
        Conversion Approval
            ALL DATA DISPLAYED IS FICTITIOUS




                                               37

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Pts training brief v5(2)

  • 1. Perform-To-Serve Integration into Fleet RIDE Fleet RIDE – Training Materials 1
  • 2. PTS Way Ahead  Integrate PTS into Fleet RIDE (1 Oct 2010)  Base Eligibility on End of Obligated Service with extensions (SEAOS). Applications for EAOS/PRD (Special Circumstance) will still be allowed based on certain criteria.  Modify Algorithm to include additional performance criteria  Performance Evaluation average for up to 5 most current evaluations  PFA – number of PFA failures within a four year period  Incorporate Year Group management into Rack and Stack (PTS/Fleet RIDE merger)  Populate application with authoritative data from Corporate sources  As the integrity of corporate data matures, additional elements will be populated (i.e. Evaluations, PFA)  Provide ability for Commands to view in-rate, convert out and convert in quotas on a monthly basis  Allow system to remain open for new applications during monthly processing  Submit Applications for either AC or RC, not both
  • 3. Initial Operating Capability  Single system for identification of qualified PTS opportunities, submission of applications, and ECM decision.  Pre-populated PTS applications for all Sailors between 6 - 15 months of SEAOS  Batch submission capability to enhance Counselor productivity  Robust reporting  Compliance, results and execution reporting  OPNAV/USFF/CPF/ISIC/Unit level Streamline the Process – Better Program Management Capability
  • 4. Results Commands will have the ability to review their results via the Command Results Report The system will generate official letters to document specific results of each application (approve, deny, approve pending documentation). This will be used as authoritative documentation official notification, no Naval Messages will be transmitted. Conversions requiring additional paperwork will receive an approval pending documentation status with official letter documentation. When final determination is made, the final approve or deny status will be recorded and a new letter will be generated Approved Conversion via “A” School list is forwarded to detailers for school seat assignments and orders.
  • 5. End State Benefits  Continuous career counseling system that optimizes member’s FIT to viable career paths  Single, consistent process for comprehensive rating eligibility screening  Integration of Apprentice rating entry and Sailor conversion request and approval processes  RIDE-optimized improvements in Navy-wide Advancement Exam success, follow-on training success, PTS approval rates, and PTS reenlistments  Legacy system reduction and reduced maintenance tail De-conflicting processes and systems 5
  • 6. Submitting Applications Fleet RIDE – Training Materials 6
  • 7. Submitting an Application  Each Sailor can have one, and only one, PTS application. The application can be for either Active Duty or Selective Reserve.  Submit a PTS application through the:  PTS Application Browser if the application is automatically generated by Fleet RIDE (06 to 15 months of SEAOS).  Single submission  Batch Submission  Sailor Browser if the application is not auto-generated by Fleet RIDE. Use the Sailor Browser if you are submitting an application for a special circumstance. NOTE: Contact the PTS Helpdesk if a Sailor does not appear on the PTS Application Browser or the Sailor does not appear on the Sailor Browser. Two methods to submit a PTS application 7 7
  • 8. PTS Application Browser ALL DATA DISPLAYED IS FICTITIOUS 2. Unselect the first Sailor on the list, if necessary. 1. Click the desired Sailor. The Application Details button activates when only one Sailor is selected. 3. Click Application Details. 8
  • 9. PTS Details Window ALL DATA DISPLAYED IS FICTITIOUS 1. Verify the Sailor Eligibility information. Update using required NSIPS transaction or other means, if necessary. 2. Select the Component Type. Click USN or FTS to apply for active duty. Click SELRES to apply for selective reserve. 3. Select the Application Type. 9
  • 10. Application Types ALL DATA DISPLAYED IS FICTITIOUS If you select an Application Type from the left column, Fleet RIDE will process the application during the next Rack & Stack. 10
  • 11. Converting Out ALL DATA DISPLAYED IS FICTITIOUS Use these two Account Types when the Sailor is either willing to or seeking to convert out. If you select either of these, Fleet RIDE activates the Conversion Choices drop- down boxes. Start at the Sailor Browser and select your undesignated Sailor 11
  • 12. Not Applying this Month ALL DATA DISPLAYED IS FICTITIOUS If you select Not Applying This Month, Fleet RIDE activates the Reason drop- down box. You must select the reason the Sailor is not applying this month before you can submit the application. 12
  • 13. Not Eligible ALL DATA DISPLAYED IS FICTITIOUS If you select Not Eligible, Fleet RIDE activates the Reason drop-down box. You must select the reason the Sailor’s ineligible before you can submit the application. 13
  • 14. Intends to Separate ALL DATA DISPLAYED IS FICTITIOUS If you select Intends to Separate, Fleet RIDE activates the Reason drop-down box. You must select the reason the Sailor is not applying for In-Rate or to Convert Out before you can submit the application. 14
  • 15. Applying for Selective Reserve ALL DATA DISPLAYED IS FICTITIOUS If you select SELRES, Fleet RIDE activates the SELRES fields. You must enter the Selective Reserve information, before you can submit the application. Select the Sailor’s preferred NOSC from the drop-down box and enter the Sailor’s phone and email in the appropriate text boxes. 15
  • 16. Completing Application Details ALL DATA DISPLAYED IS FICTITIOUS Complete the Application Details data fields. Fleet RIDE requires you to enter the Sailor’s last Promotion Recommendation and its date. You will enter all recent Promotional Recommendations (up to five). 16
  • 17. Submitting Application ALL DATA DISPLAYED IS FICTITIOUS You must confirm that the application details are correct and the CO recommends the Sailor before you can submit the application. If you click the check box, Fleet RIDE activates the Submit button. Click Submit to submit the application. 17
  • 18. Submitting as DCC ALL DATA DISPLAYED IS FICTITIOUS If you submit an application as a DCC, the Submit for CC button displays. The process requires the DCC to submit an application for the CCC to review. After reviewing and verifying the information, the CCC submits the application. 18
  • 19. Applying for PTS from Sailor Browser ALL DATA DISPLAYED IS FICTITIOUS To view the Sailor Details window, double click the desired Sailor or highlight the desired Sailor and click Edit. 19
  • 20. Applying for PTS from Sailor Browser ALL DATA DISPLAYED IS FICTITIOUS Click Apply PTS. 20
  • 21. PTS Application Qualified Jobs ALL DATA DISPLAYED IS FICTITIOUS 1. View the number of quotas published and number of applications thus far. Field format = # Quotas Published (# Applications) 2. Click PTS Application. 21
  • 22. PTS Application Details Window ALL DATA DISPLAYED IS FICTITIOUS If you submit a PTS special circumstance application, select Spec Circ from the Application Reason drop-down box. Fleet RIDE requires you to select a reason code before submitting the special circumstance application. Review previous slides for instructions on completing and submitting the PTS application, if necessary. 22
  • 23. Batch Submitting Applications Fleet RIDE – Training Materials 23
  • 24. Batch Submitting Applications  Batch submitting applications allows you to resubmit the applications that were not approved during the last Rack & Stack.  Fleet RIDE assigns the status Saved Action Required to the applications that were not approved.  Before you batch submit applications, validate the applications. Validating an Application for Batch Submission performs the following functions:  Verifies the application is complete.  Sets the CO Recommends check box. Batch submit applications with a status Saved Action Required 24 24
  • 25. PTS Application Browser ALL DATA DISPLAYED IS FICTITIOUS Click the Status magnifying glass icon to filter the PTS applications by status—the Filter Status pop-up window displays. 25
  • 26. PTS Application Browser ALL DATA DISPLAYED IS FICTITIOUS Click the desired status from the Select Filter Status box. Fleet RIDE allows you to select multiple filter statuses, if desired. 26
  • 27. Validating Applications for Batch ALL DATA DISPLAYED IS FICTITIOUS Submit 1. Click the applications that you want to validate. 2. Click Validate for Batch Submit— Fleet RIDE validates the selected applications. 27
  • 28. Validation Process During the validation process, Fleet RIDE displays the number of records that have been processed, the number successful, and the number failed. Review and edit Sailor applications that have failed validation. (Successfully validated applications have a ‘Y’ in the CO column. Failed validation applications do not have a ‘Y’ in the CO column.) 28
  • 29. PTS Batch Submit Click Batch Submit All to batch submit the applications. NOTE: Fleet RIDE attempts to batch submit all applications with a Saved Action Required status.
  • 30. PTS Batch Submission Process 30
  • 31. Printing Notification Letters Fleet RIDE – Training Materials 31
  • 32. Printing Notification Letters  Print the decision letters through the Command PTS Monthly Summary report.  Access the Command PTS Monthly summary report from the Reports menu.  Each Rack & Stack decision has its own notification letter format. For example, there is a format for In-Rate Approval, Rating Conversion Approval, etc.  Notification letters are displayed as Word documents. Print the letters using Word functionality. Click the Sailor to display the Sailor’s notification letter. 32 32
  • 33. Command PTS Monthly Summary Report ALL DATA DISPLAYED IS FICTITIOUS Click the plus sign to “drill down” to the Sailor detail. 33
  • 34. Command PTS Monthly Summary Drill-Down ALL DATA DISPLAYED IS FICTITIOUS Click the Sailor to display the Sailor’s notification letter. The letter will display as a Word document. 34
  • 35. Sample CNPC Notification Letter – In-Rate Approval ALL DATA DISPLAYED IS FICTITIOUS 35
  • 36. Command PTS Monthly Summary Drill-Down ALL DATA DISPLAYED IS FICTITIOUS 36
  • 37. Sample CNPC Notification Letter - Rating Conversion Approval ALL DATA DISPLAYED IS FICTITIOUS 37