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A uxdata O rder M anagement A O M

This presentation prepared by John Milczewski Flotilla Operations Officer Flotilla 130-01-01 Bellingham, WA June 2013. A uxdata O rder M anagement A O M. USCGAUX 130-01-01 Bellingham, Washington. John Milczewski 360-739-1310. Welcome to the A uxdata O rder M anagement System.

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A uxdata O rder M anagement A O M

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  1. This presentation prepared by John Milczewski Flotilla Operations Officer Flotilla 130-01-01 Bellingham, WA June 2013

    AuxdataOrder ManagementA O M

    USCGAUX 130-01-01 Bellingham, Washington John Milczewski 360-739-1310
  2. Welcome to the Auxdata Order Management System

    A O M AUXDATA ORDER MANAGEMENT

    • AOM works on a number of browsers: Firefox, Chrome, Internet Explorer (Mac & PC) • AOM is designed so Facility Owners and Coxswains may request orders. USCGAUX 130-01-01 Bellingham, Washington • All Coxswains and Facility Owners may have access to the AOM Data Base.
  3. • To gain access to the AOM Data Base you MUST complete the following steps:

    A O M AUXDATA ORDER MANAGEMENT

    Have an EFT (Electronic Funds Transfer) account with the Finance Center (FINCEN) if you do not already have one. 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/ USCGAUX 130-01-01 Bellingham, Washington
  4. A O M 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. USCGAUX 130-01-01 Bellingham, Washington
  5. 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.

    A O M AUXDATA ORDER MANAGEMENT

    USCGAUX 130-01-01 Bellingham, Washington
  6. • 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.

    A O M AUXDATA ORDER MANAGEMENT

    USCGAUX 130-01-01 Bellingham, Washington
  7. Training – Blade Server

    A O M AUXDATA ORDER MANAGEMENT

    • When you first sign on and want to use the training data base, this is the URL to use. https://ordermgmt-train.uscg.gov/ USCGAUX 130-01-01 Bellingham, Washington
  8. Production – Blade Server

    A O M AUXDATA ORDER MANAGEMENT

    • When you are ready to actually “Request Orders” then you need to use the Production Data Base. https://ordermgmt.uscg.gov/ USCGAUX 130-01-01 Bellingham, Washington
  9. https://ordermgmt.uscg.gov/

    Click “OK” when you are ready to proceed. USCGAUX 130-01-01 Bellingham, Washington
  10. A O M IF you do NOT have a password !

    USCGAUX 130-01-01 Bellingham, Washington Click HERE to get password
  11. A O M

    Complete this form to retrieve your Password ! USCGAUX 130-01-01 Bellingham, Washington Click HERE to get password
  12. GETTING STARTED

    A O M

    In order to get started actually using the AOM system you should first go to the URL: https://ordermgmt.uscg.gov USCGAUX 130-01-01 Bellingham, Washington
  13. A O M Requesting or viewing orders

    Notice, Production Blade server ! ! When ready..click here! USCGAUX 130-01-01 Bellingham, Washington
  14. Log in time!

    A O M AUXDATA ORDER MANAGEMENT

    USCGAUX 130-01-01 Bellingham, Washington ( Your “User Name” is your first initial and your last name! ) jmilczewski
  15. Log in time!

    A O M AUXDATA ORDER MANAGEMENT

    USCGAUX 130-01-01 Bellingham, Washington ( Enter YOUR password) jmilczewski ••••••••
  16. 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. USCGAUX 130-01-01 Bellingham, Washington
  17. 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. USCGAUX 130-01-01 Bellingham, Washington
  18. Weekly Calendar !

    To select the “Monthly” view click on the “Month” tab at the top of the calendar. USCGAUX 130-01-01 Bellingham, Washington
  19. Monthly Calendar !

    USCGAUX 130-01-01 Bellingham, Washington To change months click on the directional arrows on the small calendar on the left.
  20. 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.

    Select one day !

    USCGAUX 130-01-01 Bellingham, Washington
  21. Daily Calendar !

    To see the patrols listed starting before 8 am, you need to scrollUP to their beginning time. USCGAUX 130-01-01 Bellingham, Washington Day: May 18
  22. 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.

    Viewing Orders

    USCGAUX 130-01-01 Bellingham, Washington
  23. Order Number

    Sample Patrol Orders

    FacilityOwnerOperator USCGAUX 130-01-01 Bellingham, Washington
  24. To “Request Patrol Orders” you first need to find the month and day on the calendar, June 1.

    Requesting Patrol Orders

    Click here to begin request ! USCGAUX 130-01-01 Bellingham, Washington Note: Date is shown here.
  25. Now to “Request Patrol Orders” you NEXT need to click on the “Request Order” box above the small calendar.

    Requesting Patrol Orders

    Click here to begin Request ! USCGAUX 130-01-01 Bellingham, Washington
  26. This is what the blank order form looks like !

    Requesting Patrol Orders

    USCGAUX 130-01-01 Bellingham, Washington
  27. First: Choosing your Facility!

    Filling out Patrol Request !

    Only YOUR Facility/Facilities will show here USCGAUX 130-01-01 Bellingham, Washington
  28. Form with “Owner as Operator”. Automatic first choice

    Select Owner if more than one.

    You may have more than one “owner”, if so, select one USCGAUX 130-01-01 Bellingham, Washington
  29. Form with “Owner On Board! Coxswain other than owner

    Select Owner if more than one.

    USCGAUX 130-01-01 Bellingham, Washington
  30. 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.

    Permission for extra Coxswains.

    USCGAUX 130-01-01 Bellingham, Washington
  31. Select Requested Date.

    USCGAUX 130-01-01 Bellingham, Washington
  32. Special accounting information shows as soon as Facility is entered.

    USCGAUX 130-01-01 Bellingham, Washington This information is automatically filled in when Facility Name is entered.
  33. Select Sub-Unit. (Sector Puget Sound)

    USCGAUX 130-01-01 Bellingham, Washington
  34. Select Patrol Type.

    USCGAUX 130-01-01 Bellingham, Washington
  35. Select Patrol Time.

    USCGAUX 130-01-01 Bellingham, Washington
  36. Select Patrol Time.

    USCGAUX 130-01-01 Bellingham, Washington
  37. Select Patrol Area.

    USCGAUX 130-01-01 Bellingham, Washington
  38. Select Patrol Area.

    USCGAUX 130-01-01 Bellingham, Washington
  39. Add comments. Briefly describe mission. (e.g. Ski to Sea Regatta)

    USCGAUX 130-01-01 Bellingham, Washington
  40. Submit your request !

    USCGAUX 130-01-01 Bellingham, Washington ONLY this part can be completed until the orders are approved. Only this much can be completed before your request is approved
  41. Confirmation of SUBMITTED ORDERS

    USCGAUX 130-01-01 Bellingham, Washington Click OK to return to the Calendar
  42. To return to Calendar….!

    USCGAUX 130-01-01 Bellingham, Washington Click on “Close Without Saving” to return to calendar any time.
  43. • ORDERS will show in the calendar in BLUE once they have been received.

    Submitted Orders Calendar !

    •ORDERS will show as GREEN in the calendar once they have been approved. USCGAUX 130-01-01 Bellingham, Washington • You will receive an e-mail response to your submitting orders.
  44. A O M

    • You will receive e-mail notification when the orders are approved. • Once you have “submitted” your order request, it may take a day or two until they are approved. USCGAUX 130-01-01 Bellingham, Washington
  45. A O M

    • NOW go into AOM and click on your ORDERS. Notice the color has been changed to green (APPROVED) • Orders 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. USCGAUX 130-01-01 Bellingham, Washington
  46. APPROVED Patrol Orders

    Now ADD Itinerary USCGAUX 130-01-01 Bellingham, Washington
  47. ADD ITINERARY SCREEN

    A O M

    USCGAUX 130-01-01 Bellingham, Washington
  48. ADD ITINERARY SCREEN: Start

    A O M

    USCGAUX 130-01-01 Bellingham, Washington
  49. ITINERARY : Mission Code

    A O M

    USCGAUX 130-01-01 Bellingham, Washington
  50. Select OPCON: Sector Puget Sound ADD ITINERARY SCREEN

    A O M

    USCGAUX 130-01-01 Bellingham, Washington
  51. Enter Start and End time

    A O M

    USCGAUX 130-01-01 Bellingham, Washington
  52. Itinerary : Area

    A O M

    USCGAUX 130-01-01 Bellingham, Washington
  53. Itinerary : Waters

    A O M

    USCGAUX 130-01-01 Bellingham, Washington
  54. Itinerary: Waters

    A O M

    USCGAUX 130-01-01 Bellingham, Washington
  55. APPROVED Patrol Orders

    Now ADD Second Itinerary USCGAUX 130-01-01 Bellingham, Washington
  56. Two events during patrol

    A O M

    USCGAUX 130-01-01 Bellingham, Washington
  57. APPROVED Patrol Orders

    Now ADD Crew USCGAUX 130-01-01 Bellingham, Washington
  58. Adding Crew members

    A O M

    USCGAUX 130-01-01 Bellingham, Washington
  59. ADD CREW by number

    A O M

    USCGAUX 130-01-01 Bellingham, Washington
  60. ADD CREW by name !

    A O M

    USCGAUX 130-01-01 Bellingham, Washington
  61. Choose by highlighting name & then click SELECT!

    A O M

    USCGAUX 130-01-01 Bellingham, Washington
  62. A O M 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.
  63. • Close (without saving) takes you back to calendar ! • Make sure you SAVE your changes.

    A O M

    USCGAUX 130-01-01 Bellingham, Washington
  64. Completing Patrol Orders

    Beforecompleting orders make sure you have each member of your crew listed. (No 7030’s anymore) USCGAUX 130-01-01 Bellingham, Washington USCGAUX 130-01-01 Bellingham, Washington
  65. Completing Patrol Orders

    Complete this section when finished with the patrol and ready to turn in receipts. USCGAUX 130-01-01 Bellingham, Washington
  66. • 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 )

    A O M

    USCGAUX 130-01-01 Bellingham, Washington
  67. • Signature of Claimant and Operator. (use password for signature) Remember, both Claimant and Operator must have AOM and EFT accounts

    A O M

    USCGAUX 130-01-01 Bellingham, Washington
  68. • Click SAVE and then click on Complete Order

    A O M

    USCGAUX 130-01-01 Bellingham, Washington
  69. 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.

    A O M

    USCGAUX 130-01-01 Bellingham, Washington
  70. • If you need to Cancel an order, click here !

    A O M

    USCGAUX 130-01-01 Bellingham, Washington
  71. • You will receive an e-mail showing where your Patrol Order is in the payment process.

    A O M

    Contact your FSO-OP if you have questions or problems. USCGAUX 130-01-01 Bellingham, Washington
  72. 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.

    A O M

    USCGAUX 130-01-01 Bellingham, Washington
  73. 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.

    A O M

    USCGAUX 130-01-01 Bellingham, Washington
  74. Make sure your Flotilla Ops Officer is aware of any patrols you are planning.

    A O M

    Have fun and expect that this system will help us as we respond to requests from the Coast Guard. USCGAUX 130-01-01 Bellingham, Washington
  75. This presentation prepared by John Milczewski Flotilla Operations Officer Flotilla 130-01-01 Bellingham, WA June 2013

    Auxiliary Order ManagementA O M

    USCGAUX 130-01-01 Bellingham, Washington John Milczewski 360-739-1310
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