Delivery Schedule Manager (DSM) - Web Based Training
 

  General Functions

Dashboard

The Dashboard is the default landing page for DSM users. Users can access different documents available for reviewing, editing, or viewing. Each user role has tables to access DSM documents; details for each are below.

Open a document from the Dashboard by clicking an option under the Action column hyperlink. The document displays to the user differently depending on chosen action.

Roles and their Dashboard Tables:

DSM – Vendor Users

Deliverable & Communication - Recent
  • Status
  • CAGE Code
  • Contractor Name
  • Award Number
  • Order Number
  • Submission Type
  • Date Sent
  • Latest Response Date
  • Reminder Date
  • Due Date
  • Issue By
  • Admin By
  • Action
    • Open
    • Respond
    • View

DSM - Government Users

Customer Requests – Recent Delay Notice – Recent Deliverable & Communication - Recent

Filters

  • Filter By CAGE Code
  • Filter By Industrial Specialist

Columns:

  • Status
  • Industrial Specialist
  • CAGE Code
  • Contractor Name
  • Contract Number
  • Delivery Order Number
  • Request Type
  • Latest Comm. Date
  • Suspense Date
  • CLINs
  • Issue By
  • Admin By
  • Action
    • View

Filters

  • Filter By CAGE Code
  • Filter By Industrial Specialist

Columns:

  • Status
  • Industrial Specialist
  • CAGE Code
  • Date Sent
  • Contractor Name
  • Contract Number
  • Delivery Order Number
  • PSC
  • CD
  • Schedules
  • Issue By
  • Admin By
  • Action
    • View
  • Status
  • CAGE Code
  • Contractor Name
  • Award Number
  • Order Number
  • Submission Type
  • Date Sent
  • Latest Response Date
  • Reminder Date
  • Due Date
  • Issue By
  • Admin By
  • Action
    • Open
    • Respond
    • View


Status List

All DSM Documents

Sent – The document has been submitted or a response has been submitted and shows in the dashboard and search criteria as such. This status is only visible to the sender of a document.

Unsent, Saved Draft – The document has been drafted or edited and saved, to be completed and sent at a later time. This status is only visible to the initiator of the Vendor Submission.

Unread – Will display when a document has been sent and is awaiting my action. This is only visible to the recipient of the document or response.

Deliverable & Communication Documents

Resolved – The Deliverable & Communication has been closed by a Admin Office/Issuing/Pay Office gov user. Responses will no longer be accepted.


Award Specific View

DSM Admin Office, DSM Issuing/Pay Office, DSM View Only, DSM Vendor, and WAWF Vendor users can use the Award Specific View search to search for awards in the system.

How to Access Award Specific View:

  1. Log in to Procurement Integrated Enterprise Environment (PIEE) Application (https://piee.eb.mil/).
  2. Open the Delivery Schedule Manager (DSM) by clicking the 'DSM' icon.
  3. Select Award specific View under the DSM navigation section.

Award Specific View Data Search Criteria

  • Award Number (Starts With/ Equal to/ Is Null)
  • Order Number (Starts With/ Equal to/ Is Null)

Buttons:

  • Search

Award Specific View Search Result

  • Award Number
  • Order Number
  • Contractor Name
  • CAGE Code
  • Admin By DoDAAC
  • Issue By DoDAAC

Select the Award Number hyperlink to populate the Award Specific View.


DSM - Search

All registered DSM users can use the document Search in the Delivery Schedule Manager (DSM) application.

The DSM Search page is used to search for documents in the workflow.

How to Access DSM Search:

  1. Log in to Procurement Integrated Enterprise Environment (PIEE) Application (https://piee.eb.mil/).
  2. Open the Delivery Schedule Manager (DSM) by clicking the 'DSM' icon.
  3. Select Search under the DSM navigation section or use the document tables on the Dashboard.

Search Criteria:

Document Type

Checkbox - Displays for government registered users

  • Customer Request
  • Delay Notice
  • Deliverables & Communications
  • Award Specific View (ASV)

NOTE: Vendor users only have access to Deliverable & Communication and Award Specific View searches and will note see the other document type options.

Document Active/Archive

  • Active Documents
  • Archived Documents

Search Fields: Customer Request, Delay Notices, and Deliverables & Communications

  • CAGE Code (with parameters Starts With / Equal to / Is Null / Not Null)
  • Contractor Name (with parameters Starts With / Equal to / Is Null / Not Null)
  • Contract Number (with parameters Starts With / Equal to / Is Null / Not Null)
  • Order Number (with parameters Starts With / Equal to / Is Null / Not Null)
  • Date Sent (Start) (with parameters Greater than or equal to / Greater than / Equal to / Less than or equal to / Less than / Is Null / Not Null)
  • Date Sent (End) (with parameters Less than or equal to / Less than / Equal to)
  • Latest Communication (Start) (with parameters Greater than or equal to / Greater than / Equal to / Less than or equal to / Less than / Is Null / Not Null) (Displays for government registered users.)
  • Latest Communication (End) (with parameters Less than or equal to / Less than / Equal to) (Displays for government registered users.)
  • Admin By DoDAAC (with parameters Starts With / Equal to / Is Null / Not Null)
  • Issue By DoDAAC (with parameters Starts With / Equal to / Is Null / Not Null)

The following search fields only apply to Deliverables & Communications

  • Due Date (Start) (with parameters Greater than or equal to / Greater than / Equal to / Less than or equal to / Less than / Is Null / Not Null)
  • Due Date (End) (with parameters Less than or equal to / Less than / Equal to)
  • Reminder Date (Start) (with parameters Greater than or equal to / Greater than / Equal to / Less than or equal to / Less than / Is Null / Not Null)
  • Reminder Date (End) (with parameters Less than or equal to / Less than / Equal to)
  • Latest Response Date (Start) (with parameters Greater than or equal to / Greater than / Equal to / Less than or equal to / Less than / Is Null / Not Null)
  • Latest Response Date (End) (with parameters Less than or equal to / Less than / Equal to)
  • Status
    • Resolved
    • Sent
    • Unsent, Saved Draft
    • Unread
  • Submission Type
    • Communication
    • Deliverables/Reports/Attachments
    • Request Award Changes(s)
    • Request Final Report(s)
    • Request Interim Report(s)
  • Attachment Type
    • Assignment & Release
    • Cost
    • Other Attachment
    • Other Deliverable
    • Patent
    • Patent Disclosure
    • Performance/Equipment
    • Property
    • Request No Funds/Cost Extension
    • Request PI Change
    • Request Rebudget
    • Security
    • Subcontract
    • Technical

Buttons:

  • Search
  • Cancel

Search Fields: Award Specific View

The DSM - Award Specific View (ASV) search is used to search for documents in the workflow for export.

Award Details

  • CAGE Code (with parameters Starts With / Equal to / Is Null / Not Null)
  • Contractor Name (with parameters Starts With / Equal to / Is Null / Not Null)
  • Award Number (with parameters Starts With / Equal to / Is Null / Not Null))
  • Order Number (with parameters Starts With / Equal to / Is Null / Not Null)
  • UEI (with parameters Starts With / Equal to / Is Null / Not Null)
  • Start Date (with parameters Greater than or equal to / Greater than / Equal to / Less than or equal to / Less than / Is Null / Not Null)
  • End Date(with parameters Less than or equal to / Less than / Equal to)
  • Type of Instrument
    • DoD Contract (FAR)
    • DoD Contract (Non-FAR)
    • DoD Cooperative Agreement
    • DoD Grant
    • DoD Other Non-Procurement Instrument
    • DoD Transactions For Prototype
    • Non-DoD Contract (FAR)
    • Non-DoD Contract (Non-FAR)
    • Non-DoD Grant/Agreement
  • Admin By DoDAAC (with parameters Starts With / Equal to / Is Null / Not Null)
  • Issue By DoDAAC (with parameters Starts With / Equal to / Is Null / Not Null)

Government POCS

  • Role
    • Government Program Manager
    • Government Patent Counsel
    • Administrative Office POC
    • Issuing Office POC
    • Property Administrator
    • Other
  • Last Name (with parameters Starts With / Equal to / Is Null / Not Null))
  • First Name (with parameters Starts With / Equal to / Is Null / Not Null))
  • DoDAAC (with parameters Starts With / Equal to / Is Null / Not Null))
  • Email (with parameters Starts With / Equal to / Is Null / Not Null))

Awardee POCS

  • Role
    • Awardee Program Manager
    • Awardee Business Office
    • Other
  • Last Name (with parameters Starts With / Equal to / Is Null / Not Null))
  • First Name (with parameters Starts With / Equal to / Is Null / Not Null))
  • Awardee Title (with parameters Starts With / Equal to / Is Null / Not Null))
  • Email (with parameters Starts With / Equal to / Is Null / Not Null))

Final Reports Due

NOTE: A warning message appears in the Final Reports section stating, "The results will be limited to Final Report types selected. You may want to consider searching and filtering differently if you need to see CDRL or Interim Report data."

  • Report Type
    • Cost Report
    • Patent Report
    • Property Report
    • Technical/Performance Report
    • Security Report
    • Subcontract Report
    • Other
  • Other Report Type (with parameters Starts With / Equal to / Is Null / Not Null))
  • Due Date (Start) (with parameters Greater than or equal to / Greater than / Equal to / Less than or equal to / Less than / Is Null / Not Null)
  • Due Date (End) (with parameters Equal to / Less than or equal to / Less than )
  • Status
    • Not Yet Due
    • Recieved Late
    • Delinquent
    • Received on Time
    • Accepted

Interim Reports Due

NOTE: A warning message appears in the Interim Reports section stating, "The results will be limited to Interim Report types selected. You may want to consider searching and filtering differently if you need to see CDRL or Final Report data."

  • Report Type
    • Cost Report
    • Patent Report
    • Property Report
    • Technical/Performance Report
    • Security Report
    • Subcontract Report
    • Other
  • Other Report Type (with parameters Starts With / Equal to / Is Null / Not Null))
  • Due Date (Start) (with parameters Greater than or equal to / Greater than / Equal to / Less than or equal to / Less than / Is Null / Not Null)
  • Due Date (End) (with parameters Equal to / Less than or equal to / Less than )
  • Received Date (Start) (with parameters Greater than or equal to / Greater than / Equal to / Less than or equal to / Less than / Is Null / Not Null)
  • Recieved Date (End)(with parameters Equal to / Less than or equal to / Less than )
  • Acceptance Date (Start) (with parameters Greater than or equal to / Greater than / Equal to / Less than or equal to / Less than / Is Null / Not Null)
  • Acceptance Date (End) (with parameters Equal to / Less than or equal to / Less than )
  • Reporting Interval
    • Monthly
    • Annually
    • Quarterly
    • Other
    • No
  • Compliance (with parameters Greater than or equal to / Greater than / Equal to / Less than or equal to / Less than / Is Null / Not Null)
  • Total Interim Reports Required (with parameters Greater than or equal to / Greater than / Equal to / Less than or equal to / Less than / Is Null / Not Null)
  • Total Interim Reports Not Delivered (with parameters Greater than or equal to / Greater than / Equal to / Less than or equal to / Less than / Is Null / Not Null)
  • Status
    • Not yet Due
    • Recieved Late
    • Delinquent
    • Recieved On Time
    • Accepted

Buttons:

  • Search
  • Export (Button is available for the Award Specific View - DSM Search)
  • Cancel

NOTE: At least one document type selection is required to perform a search.

After entering the search criteria, click the Search or Export button.

Selecting the Export button exports the search results to an excel sheet.


Search Results

The search results display in a table below; new searches can be performed without leaving the page.

Locate the document and click an option in the Action column to open the document.

Customer Request Search Results

  • Status
  • CAGE Code
  • Contractor Name
  • Contract Number
  • Delivery Order Number
  • Request Type
  • Latest Comm. Date
  • Suspense Date
  • CLINs
  • Action
    • Open
    • View

Delay Notice Search Results

  • Status
  • CAGE Code
  • Contractor Name
  • Contract Number
  • Delivery Order Number
  • Date Sent
  • Latest Comm. Date
  • Schedules
  • Action
    • Open
    • View

Deliverables & Communications Search Results

  • Status
  • CAGE Code
  • Contractor Name
  • Contract Number
  • Order Number
  • Submission Type
  • Date Sent
  • Latest Response Date
  • Reminder Date
  • Due Date
  • Action
    • Open
    • Respond

Search Results: Award Specific View (ASV)

The Award Specific View results are downloaded in Excel form upon selecting the Excel button.

  • Award Number
  • Order Number
  • Start Date
  • End Date
  • Type of Instrument
  • Award Status
  • CAGE Code
  • UEI
  • Contractor Name
  • Issuing Office POC
  • Government Patent Council POC
  • Government Other POC
  • Property Administrator POC
  • Administrative Office POC
  • Government Program Manager POC
  • Awardee Program Manager
  • Awardee Business Office
  • Awardee Other
  • Government Administrative Office
  • Issue Office
  • Final Cost (Status)
  • Final Cost (Days Until Due)
  • Final Cost (Due Date)
  • Final Cost (Recieved Date)
  • Final Cost (Accepted Date)
  • Final Cost (Acceptor Name)
  • Final Technical/Performance (Status)
  • Final Technical/Performance (Days Until Due)
  • Final Technical/Performance (Due Date)
  • Final Technical/Performance (Recieved Date)
  • Final Technical/Performance (Accepted Date)
  • Final Technical/Performance (Acceptor Name)
  • Final Patent (Status)
  • Patent (Days Until Due)
  • Final Patent (Due Date)
  • Final Patent (Recieved Date)
  • Final Patent (Accepted Date)
  • Final Patent (Acceptor Name)
  • Final Property (Status)
  • Final Property (Days Until Due)
  • Final Property (Due Date)
  • Final Property (Recieved Date)
  • Final Property (Accepted Date)
  • Final Property (Acceptor Name)
  • Final Security (Status)
  • Final Security (Days Until Due)
  • Final Security (Due Date)
  • Final Security (Recieved Date)
  • Final Security (Accepted Date)
  • Final Security (Acceptor Name)
  • Final Other (Status)
  • Final Other (Days Until Due)
  • Final Other (Due Date)
  • Final Other (Recieved Date)
  • Final Other (Accepted Date)
  • Final Other (Acceptor Name)
  • Final Subcontract (Status)
  • Final Subcontract (Days Until Due)
  • Final Subcontract (Due Date)
  • Final Subcontract (Recieved Date)
  • Final Subcontract (Accepted Date)
  • Final Subcontract (Acceptor Name)


Content Forwarded to EAF

When a DSM Vendor, DSM WAWF Vendor, or Admin Office/Issuing/Pay Office government user submits information within a Deliverable & Communication that has content for the Attachment Type, Submission Type, Load Date, and Notes section, then the following mapping details will occur into EAF:

NOTE: Load Date is captured within DSM when the user uploads an attachment type.

NOTE: Notes section will include the pre-pop messages as well as additional user provided info.

Load Date Attachment Type Submission Type EAF Section Number EAF Section Name EAF Doc Type Name Notes
Assignment & Release Final IV.H Final Deliverables and Documentation Assignment and Release
Cost Interim III.E.2.2B Non-WAWF Vouchers and Supporting Financial Documentation Interim Financial Report
Cost Final IV.H Final Deliverables and Documentation Final Cost/Financial Report
Other Attachment Communication III.E.1 General Documentation Other Documentation (Award Admin)
Other Deliverable Interim III.E.1 General Documentation Other Documentation (Award Admin)
Other Deliverable Final IV.H Final Deliverables and Documentation Other Documentation (Closeout)
Patent Interim III.E.1 General Documentation Interim Patent Report
Patent Final IV.H Final Deliverables and Documentation Final Patent Report
Patent Disclosure Interim III.E.1 General Documentation Patent Disclosure
Patent Disclosure Final IV.H Final Deliverables and Documentation Final Patent Report
Performance/Equipment Interim III.E.1 General Documentation Other Documentation (Award Admin)
Performance/Equipment Final IV.H Final Deliverables and Documentation Final Performance/Equipment
Property Interim III.E.3.3A GFP Documentation Interim Property Report
Property Final IV.H Final Deliverables and Documentation Final Property Report
Request No Funds/Cost Extension Request III.E.1 General Documentation Other Approvals
Request PI Change Request III.E.1 General Documentation Other Approvals
Request Rebudget Request III.E.1 General Documentation Rebudget
Security Interim III.E.1 General Documentation Other Documentation (Award Admin)
Security Final IV.H Final Deliverables and Documentation Final Security Report
Subcontract Interim IV.H Final Deliverables and Documentation Other Documentation (Award Admin)
Subcontract Final IV.H Final Deliverables and Documentation Final Subcontract Report/Disclosure
Technical Interim III.E.1 General Documentation Interim Technical Report
Technical Final IV.H Final Deliverables and Documentation Final Tech Report/Cover Letter


Email Notifications in DSM

Sent Success

When a DSM Vendor, DSM WAWF Vendor, or Admin Office / Issuing/Pay Office submits a Deliverable & Communication an email is sent to those emails identified in the To and CC fields, and the initiator, informing them of the created Deliverable & Communication.

NOTE: When a Delivery Order number is available for the contract, it will be displayed in the subject line at the end of the contract number with no dash

Due Date Follow Up

When a DSM Admin Office / Issuing/Pay Office is creating a Deliverable & Communication they are permitted to select one item from the Due Date Follow Up dropdown provided to indicate the frequency of follow-up (15 Calendar Days, 7 Calendar Days, Once, or None) and a follow-up email will be initiated 7 or 15 calendar days before the Due Date is reached if the user selects either of those options in the dropdown.

A follow-up email is initiated on the day of the due date selected if 'Once' is selected

  • Due Date Follow-up emails are triggered by the End Date selected by the user,
  • Due Date Follow-up communications are no longer sent after the End Date has passed,
  • Due Date Follow-up communications are only be sent one time based on user’s selection, this is not a daily communication.

Once the Deliverable & Communication is placed into Resolved status, then emails will no longer be sent.

NOTE: When a Delivery Order number is available for the contract, it will be displayed in the subject line at the end of the contract number with no dash.

If 'None' is selected, no email will be initiated.

Interim Report Overdue Notice

When an Interim Report is not submitted by it's due date, an automatic reminder email is sent out the following day to the Awardee POC, Government Administrative POC, and Government Other POC, alerting them to the missing report.

If the report is still unsubmitted, a follow up email is sent on the 31st day after the designated due date.

A third and final email warning is sent on the 61st day after the designated due date.

Automatic CDRL Overdue Notice

When an Automatic CDRL is not submitted by it's due date, an automatic reminder email is sent out the following day to the Awardee POC(s), Government Administrative POC, and Government Other POC, alerting them to the past due report.

If the Automatic CDRL is still unsubmitted, a follow up email is sent on the 31st day after the designated due date.

A third and final email warning is sent on the 61st day after the designated due date.

Expiring Award Notification

When the expiration date for an award is 30 days out, an automated email is sent to the Government Other POC, Awardee Program Manager, and the Awardee Business Office POC alerting them of the approaching expiration.

Reminder Date Follow Up

When a DSM Admin Office / Issuing/Pay Office is creating a Deliverable & Communication they are permitted to select one item from the Reminder Date Follow Up dropdown provided to indicate the frequency of follow-up (15 Calendar Days, 7 Calendar Days, Once, or None) and a follow-up email will be initiated 7 or 15 calendar days before the Reminder Date is reached, if the user selects either of those options in the dropdown.

A follow-up email is initiated on the day of the reminder date selected if 'Once' is selected

  • Reminder Date Follow-up emails are triggered by the Reminder Date selected by the user,
  • Reminder Date Follow-up communications are no longer be sent after the Reminder Date has passed,
  • Reminder Date Follow-up communications are only sent one time based on user’s selection, this is not a daily communication

Once the Deliverable & Communication is placed into Resolved status, then emails will no longer be sent.

NOTE: When a Delivery Order number is available for the contract, it will be displayed in the subject line at the end of the contract number with no dash.

Reopen & Edit

When a DSM Vendor, DSM WAWF Vendor, or Admin Office / Issuing/Pay Office has submitted a Deliverable & Communication and a response has not been submitted, then the initiator user is permitted to Reopen and Edit and resubmit the Deliverable & Communication.

An email is sent to all recipients, including the initiator, notifying them when the request has been modified and is no longer available for viewing.

NOTE: When a Delivery Order number is available for the contract, it will be displayed in the subject line at the end of the contract number with no dash.

Response

When a DSM user Responds to a Deliverable & Communication that has been submitted then an email is sent to those emails identified in the To and CC fields informing them of the Deliverable & Communication Response. It will identify the number of responses in the Subject field at the end in parentheses.

NOTE: When a Delivery Order number is available for the contract, it will be displayed in the subject line at the end of the contract number with no dash.


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