My Workload

My Workload folder in GFP CAP Pre-screening contains all cases that are currently assigned to that user. There are two actions available to the user:

Open - which allows the user to open the CAP Pre-screening Document and work it.

Change Routing - which allows the user to assign the CAP Pre-screening to another user. This action is only available to users with the roles: Contracting Officer or GFP Admin

Search

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

• Losing Contract Number
• Losing Contract Order Number
• Losing Prime CAGE Code
• Gaining Contract Number
• Gaining Contract Order Number
• Gaining Prime CAGE Code
• CAP Document Number
• Contracting Officer First Name
• Contracting Officer Last Name
• Document Status
• Submit Date Start
• Submit Date 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 case in View Only.
• Reassign – this allows the user to assign the case to themself to work.
• Open - this allows the user to open the CAP Pre-screening Document and work it.
• Change Routing - this allows the user to assign the CAP Pre-screening to another user.

CAP Pre-screening Document - Statuses

• Draft
• Pending - Contracting Officer Determination
• Rejected
• Void
• Recalled
• Complete

CAP Pre-screening Document - Save

CAP Pre-screening Documents may be saved to be worked at a later time.

Clicking the Save button on a CAP Pre-screening 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 CAP Pre-screening Document. Each entry provides the user's information and any comments they may have entered.