Surveillance and Performance Monitoring (SPM) - Web Based Training
 

COR Status Report





Roles and Access

Roles with the ability to Create a COR Status Report: COR

Roles with the ability to Edit a COR Status Report: COR, CO, CS, QAPOC, and ACO

Roles with the ability to Review a COR Status Report: CO and CS

COR Status Report Workflow

The COR Status Report Workflow works as follows:

  1. The COR creates the status report and upon submission of the report SPM generates an email to notify the CO/CS/QAPOC/ACO.
  2. The COR Status Report then goes to the assigned CO/CS’s COR Documents section awaiting their review.
  3. A Reviewer (CO or CS) reviews and signs the report by clicking the Review button.
  4. Once the Review is complete, the CO or CS then approves or rejects the status report in the Surveillance Document section.
  5. An email is sent to the COR after approval or rejection.
Accessing the Smart Form

To access the Smart Form Report, select the COR Surveillance and Oversight option from the SPM Menu. The COR Surveillance and Oversight – Search Criteria page displays. Enter in the search criteria and click the Search button.

A list of relevant contracts is returned. The returned search results are restricted by role, agency, and DoDAAC.

The image provides a preview of the COR Status Report Overview.

From the results, select the Contract Number link for the desired contract. Upon selecting the link, the Contract Management page displays.

The image provides a preview of the COR Status Report Overview.

On the page, select the desired tab to expand the section

Contract Management Tabs:

  • Contracting Information
  • Contractor Information
  • Period of Performance Monitoring
  • Contract Place of Performance
  • QA Surveillance Plan / Waiver
  • COR Information
  • Supervisor/Commander Information
  • COR Certifications
  • Supervisor/Commander Information
  • Contracing Officer Certifications
  • Designation Letter
  • Workflow History
  • COR Documents
  • Contractor Billing Review

To access the Smart Forms, locate the COR Documents tab and expand. Locate the COR Status/Progress Reports section. In this section, all reports relevant to the user are available.

The image provides a preview of the COR Status Report Overview.

To submit a new COR Status Report, select the Add Smart Form button at the bottom of the section.

The image provides a preview of the COR Status Report Overview.

Creating a COR Status Report

To create and submit a COR Status Report, search for the desired contract on the COR Surveillance and Oversight – Search Criteria page. From the returned results, select the desired Contract Number and the Contract Management page displays. Select the COR documents tab and expand. At the bottom of the section, select the Add Smart Form button and select COR Status Report option from the dropdown list that displays.

The image provides a preview of the COR Status Report Overview.

The Add Smart Form - COR Status Report page displays.

The image provides a preview of the COR Status Report Overview.

Fill in the relevant fields and select Submit or Save.

The image provides a preview of the COR Status Report Overview.

An email is sent to the CO/CS alerting them to take action once the Smart Form is submitted. The smart form is then available in the COR Documents section of the reviewing CO/CS.

Editing a COR Status Report

To edit a COR Status Report, search for the desired contract on the COR Surveillance and Oversight – Search Criteria page. From the returned results, select the desired Contract Number and the Contract Management page displays. Select the COR documents tab and expand. Locate the COR Status/Progress Reports section and select the Edit button next to the desired contract.

The image provides a preview of the COR Status Report Overview.

The selected report displays and is editable.

The image provides a preview of the COR Status Report Overview.

Modify the desired fields and select the Update button at the bottom of the page to submit the report changes.

The image provides a preview of the COR Status Report Overview.

If the report is being resubmitted for CO/CS review, select the Resubmit button at the bottom of the page.

The image provides a preview of the COR Status Report Overview.

Selecting the Update button populates a Signature form to display. To submit the new changes, enter in the Pin and the OTP sent to the email address associated with the account. Select Sign to confirm the updates.

The image provides a preview of the COR Status Report Overview.

Reviewing a COR Status Report

To review a COR Status Report, search for the desired contract on the COR Surveillance and Oversight – Search Criteria page. From the returned results, select the desired Contract Number and the Contract Management page displays. Select the COR Documents tab and expand. Locate the COR Status/Progress Reports section and select the Review button in the Actions column of the desired contract.

The image provides a preview of the COR Status Report Overview.

The selected report displays.

The image provides a preview of the COR Status Report Overview.

Once reviewed, scroll down to the bottom of the report and select the Review button.

The image provides a preview of the COR Status Report Overview.

Selecting the Review button populates a Sign COR Status Report popup. Reviewers are required to sign their review via password. To move forward with the review, enter the password and select Sign. If the report does not pass the review, select back. Additional edits may be made by the COR Status Report creator prior to the approval or rejection of the report.

The image provides a preview of the COR Status Report Overview.

Approving/Rejecting the COR Status Report

To approve/reject a COR Status Report, search for the desired contract on the COR Surveillance and Oversight – Search Criteria page. From the returned results, select the desired Contract Number and the Contract Management page displays. Select the COR documents tab and expand. Locate the COR Status/Progress Reports section and find the desired contract. In the Actions column, select the Approve or Reject buttons.To approve/reject a COR Status Report, search for the desired contract on the COR Surveillance and Oversight – Search Criteria page. From the returned results, select the desired Contract Number and the Contract Management page displays. Select the COR documents tab and expand. Locate the COR Status/Progress Reports section and find the desired contract. In the Actions column, select the Approve or Reject buttons.

The image provides a preview of the COR Status Report Overview.

If the report is approved, the process is complete. Selecting the Approve button populates a Sign and Approve COR Status Report screen. Enter in the PIN and OTP that was emailed to the address associated with the account. Click the Sign button to complete the process.

The image provides a preview of the COR Status Report Overview.

If the report is rejected, it shows back up on the initiating COR’s dashboard with a Rejected status. Click the Reject button to send the report back. Clicking the button populates a Sign and Reject COR Status Report screen. Enter a comment and select the OK button to proceed.

The image provides a preview of the COR Status Report Overview.