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Military reference books and manuals (2009-2023, Volume 3) - page 20

Chapter 3: DRRS Portal

Customizing the DRRS Portal

3.2.5

Editing Web Part Content

Each system web part that you add provides a unique type of content have built-in customizable

settings.

To edit the content of a web part:

1. Select Portal Tools | Edit Web Parts (Figure 3-3) from the Links menu on the left-side of

the screen. Optionally, you can select the Edit icon directly from the Home page if it displays

in the web part title bar. The page refreshes and you will notice that all web part zones are

outlined in bright green. In addition, the Portal Edit tools appear above each web part.

Figure 3-9: Portal Edit Tools.

Note: Except for the Edit button, the entire set of tools shown above does not appear for all web parts.

2. Click the Edit button to edit a web part. The list of editable web parts is detailed in the

following table. This table also contains a description of what is editable.

Table 3-2: Editable Web Parts

Name

Description

Digital Clock

Control the appearance of the clock using the Clock Format: detail.

Under the Image Link List Editor area: enter the URL for the image

you want to display (Image URL) as well as a link to the website you

would like to access when you click the image (Link URL). Optionally,

you can include text to display (Tooltip:), and you can select whether

Image List

the link will open in a separate window or the current one. You can add

image links as needed. To control whether the display of images is

vertical or horizontal, use the Property Grid: setting entitled Image

Repeat Direction:.

Under the Image Viewer Editor area, enter text to display (Caption),

the URL for the image you want to display (URL of Image) as well as a

link to the website you would like to access when you click the image

(URL Links to), specify image height and width, and select whether

Image Viewer

this link should open in a separate window or the current one. Unlike

the Image List web part, you can only add one image to this web part

although there is no limit to the number of Image Viewer web parts

you can add.

Under the RSS Editor option, enter the location of the RSS feed you

would like to display (RSS Editor) as well as whether you would like it

RSS Viewer

to auto-scroll for you (Scrolling). Note that you must use an actual

RSS link, simply entering a URL will not automatically display content.

For more information, see the Portal FAQ.

Under the Assigned Unit area, select whether you would like to use

your DRRS unit of assignment or optionally, enter the Aname or UIC to

Unit Mission List

display the current and projected status for all missions. There is no

limit to the number of web parts you can view.

Under the Configuration: area, enter the text you would like to display

(Title), the description of the link, the link itself (URL), and select

Link List

whether this link should open in a separate window or the current one.

You can add as many links as you need.

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Customizing the DRRS Portal

Chapter 3: DRRS Portal

3.2.6

Managing My Links

On the left side of the screen is the Links menu which contains all relevant links to documents,

applications, and other sites of interest to DRRS users.

This list of categories and their associated links is created and maintained by Portal

Administrators. The My Links category is the only Links menu area which you can customize by

all users.

To manage My Links:

1. Select Portal Tools | Edit Web Parts (Figure 3-3) from the Links menu on the left-side of

the screen. Optionally, you can select the Edit icon directly from the Home page if it displays

in the web part title bar. The page refreshes and you will notice that all web part zones are

outlined in bright green.

2. Click the Edit button to for the Menu zone on the left side of the screen. The Edit Web

Parts menu opens.

Figure 3-10: Edit My Links Menu

3. Enter the text you would like to display for the link in the Title: field. Optionally, you can

enter a description. This text will display when you hover over the link.

4. Enter the website in the URL field. Make sure “http://” is included.

5. Select whether the linked site should open in a new window or the current one.

6. Click Add.

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Bulletins

Chapter 4: Navigating DRRS

4.1

Bulletins

DRRS administrators have the ability to create system bulletins that are displayed to all users

when they log in. These bulletins are used to communicate important information such as

expected system downtimes. When a bulletin is displayed, you can dismiss it by highlighting it

and clicking the Dismiss Selected button or you can ignore it by simply closing the bulletins

window. If you do not dismiss a bulletin, it will continue to display each time you log in until you

do dismiss it. Once dismissed, the bulletin will not display again unless you clear your internet

browser’s cache.

Figure 4-1: System Bulletin

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Chapter 4: Navigating DRRS

The Main Menu

4.2

The Main Menu

While the Support Menu provides the same links for all users, the Main Menu provides access

to specific modules for each user based on their user roles. The Main Menu may contain any or

all of the items listed below.

Note: Depending on your user privilege, your account may have access to more or less of the features

listed below. Some are currently only accessible by “beta” users for the purposes of product improvement.

Figure 4-2: DRRS Main Menu

4.2.1

Home

Clicking this link will return you to your selected home page. For more information on setting a

home page, see Section 4.3.1: Set Home Page.

4.2.2

ESORTS

Records each commander’s assessment of his or her organization’s ability to conduct assigned

mission(s) and the essential tasks associated with those missions in accordance with

established standards and conditions. Commanders will continue, however, to consider the

resource information available that may influence the conduct of these missions and tasks, and

their own experience when making assessments.

Features include:

• Build METL: Units create and maintain their list of mission essential tasks.

• Office Management: Create and maintain a collection of different ESORTS users who

have rights to access selected areas for their unit of assignment.

• Task Management: Enables the adding, editing, and deleting of tasks to be used in the

creation of METs.

• Mission Assessment: Unit commanders assess and promote the status of their unit's

capability to perform each task in the METL.

• Mission Management: Allows for adding, editing and deleting missions as well as

assigning them to one or more units for METL tracking.

• Current Unit Status (CUS): Provides users with the ability to manage unit-specific

readiness data and submit required reports in support of the GSORTS to ESORTS

transition plan. CUS is designed to provide the Unit Commander the opportunity to

update his unit's availability, personnel, equipment rosters, and training status before

assessing his Mission Essential Task List (METL).

4.2.3

LRI

Provides capabilities for identifying/reporting foreign language and regional expertise within the

DoD forces. For more information, refer to the LRI Software User Manual (SUM), which can be

accessed from the DRRS Portal.

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Unit Selector

Chapter 5: Working with Groups and Units

5.1

Unit Selector

The Unit Selector is the primary tool of DRRS. It allows you to select which unit or group to

display information for when accessing the various modules in DRRS. For example, by

selecting “Group A” using the Unit Selector, we can then access Group A’s METL information by

navigating to the Current Unit Status tool. When opened, this tool will see which group we have

selected and display the corresponding information.

5.1.1

Accessing the Unit Selector

The Unit Selector is always available in the upper-right corner of the screen, on the far right

edge of the Main menu.

Figure 5-1: Unit Selector

There are three parts to the Unit Selector:

1. Type Toggle: Allows you to quickly toggle between viewing units (one-person icon), groups

(two-person icon), or primary/secondary UICs (double flag icon). Selecting units allows you

to navigate and select from existing org data. By selecting groups, you can view all groups

and navigate through the different types of groups (My Groups, System Groups, DoD

Groups). Selecting the double flag allows you to choose from your Primary and Secondary

Units of Assignment.

2. Selector: The main area of the Unit Selector allows for direct entry of units using type-

ahead functionality (described later in this chapter). Using this tool, you can select which

unit to view data for. The Unit Selector will automatically refresh the view with appropriate

data when a new unit is selected. This area also includes the View Group Members

dropdown which is described in Section 5.1.2.5: Viewing Group Members.

3. Navigator: Navigates through the org structure of the displayed unit. You can choose which

org relationship type to view (ADCON, OPCON, COCOM) as well.

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Chapter 5: Working with Groups and Units

Unit Selector

5.1.2

Using the Unit Selector

5.1.2.1

Select Unit of Assignment

To view and select your Unit(s) of Assignment:

1. Click the Units of Assignment button (red and yellow flags) in the Unit Selector’s type

toggle area. A list of your Units of Assignment will appear under the selector area.

Figure 5-2: Selecting Primary Unit of Assignment

2. Click on the unit you wish to select. The unit is set in view and will now be used when

viewing organization-specific modules.

5.1.2.2

Select a Group

To view and select a group:

1. Click the Groups button (two people icon) in the Unit Selector’s type toggle area. A list of

your first few My Groups and System Groups will appear under the selector area.

Figure 5-3: Selecting Groups

2. If the group you want is not listed, simply type all or part of the UIC or ANAME in the

selector box to search through the available groups.

3. Click on the group you wish to set in view. This group will now be used when viewing

organization-specific modules.

5.1.2.3

Select a Unit

To view and select a unit:

1. Click the Units button (single person icon) in the Unit Selector’s type toggle area.

Figure 5-4: Selecting Units

2. Type all or part of the UIC, long name, or abbreviated name of the unit you wish to find. As

you type, the units matching your criteria are displayed.

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Unit Selector

Chapter 5: Working with Groups and Units

Figure 5-5: Type-ahead Search

3. Click on the unit you wish to set in view. This unit will now be used when viewing

organization-specific modules.

5.1.2.4

Navigating Organizational Hierarchies

A key feature of the Unit Selector is the ability to view and navigate the organizational hierarchy

for a selected unit in the ADCON, OPCON, and COCOM command structures.

To view an org’s hierarchy:

1. Select a unit or group using the Unit Selector.

2. Click the up arrow or down arrow in the navigator section of the Unit Selector to display

the parents or children of the selected organization, respectively. If there are none, the

corresponding arrow will be greyed out.

Figure 5-6: Org Hierarchy

3. Continue navigating by selecting any displayed unit in order to drill-down or drill-up through

the hierarchy.

4. You may also select one of the other command structures using the corresponding

hyperlinks. This will change the display to reflect only those orgs within that command

hierarchy for the selected group.

5.1.2.5

Viewing Group Members

When you have a group selected, you can view all of the individual units assigned to that group

by clicking the View Group Members (down arrow) button located next to the selection field.

More importantly, you can set any of these units in view for the purposes of viewing them while

still keeping the group selected.

Figure 5-7: Group Members

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Chapter 5: Working with Groups and Units

Group Builder

5.2

Group Builder

In order to select groups in the Unit Selector, they must first be created. This is accomplished

using the Group Builder tool. It provides the ability to create three different kinds of groups:

• My Groups: Users have the ability to build and customize their own groups based on

the units available in DRRS. With this feature, you can create and manage the structure

of any organization or hypothetical organization for planning and analysis. All users can

create My Groups and those groups are only visible to the user who created them.

• System Groups: These are groups that have been created by System Administrators

and made accessible to all users.

• DoD Groups: DoD groups are unique in that they will automatically maintain the

relational hierarchy of the selected unit as defined in the DRRS database. DoD groups

will always show the current organizational structure of a particular unit or set of units.

These are the only groups that reflect a hierarchical structure, all other groups are

displayed as “flat” lists. All users can create DoD groups.

• Tag Groups: (visible only to those with the Tag Manager role). When Tag groups are

created, the units they contain can be discovered via a textual search against the Tag

group name in the unit selector type-ahead functionality.

5.2.1

Accessing Group Builder

The Group Builder can be opened by selecting Utilities | Group Builder from the Main menu.

Figure 5-8: Group Builder

There are six components to the Group Builder dropdown menu:

1. Group Type Dropdown: Shows which type of groups are being displayed. To access a

different type of group, use this dropdown.

2. Group Name Dropdown: Displays the available groups of the selected type. Selecting an

item from this dropdown will change the Group Display.

3. Group Controls: Contains the tools to create new groups, delete or rename existing

groups, set a group as your watchlist, and set a group as your subordinates.

4. Group Display: Displays the units contained within the group currently selected.

5. Group Display Controls: Pagination controls for the Group Display. You can choose to

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Group Builder

Chapter 5: Working with Groups and Units

display more units at one time, or navigate the multiple pages of groups.

6. Unit Controls: Provides the necessary tools to add units to a group, remove units from a

group, reload the last saved configuration of the group, or save the group.

Note: The subordinates group set here is your default view when using the Readiness Dashboard copy

functionality.

5.2.2

Building a Group

To build a new group:

1. Open the Group Builder.

2. Select the group type you wish to create by selecting the desired type in the Group Type

dropdown.

3. Click the New button located in the Group Controls.

Figure 5-9: Naming a New Group

4. Enter a unique name for this group in the pop-up box that appears. There are no restrictions

on characters or length.

5. Click Save to create this new group. You may now begin assigning units to your new group.

Refer to the following section for detailed instructions.

5.2.2.1

Adding Units

In order to add units to a group, you must first locate those units using the Unit Search tool. Note

that when searching for units, you may drill-down into any of the units already displayed in order

to see their subordinate units. This can be helpful if you are adding several units from a single

chain of command and do not wish to search for each unit individually or do not know the exact

name/UIC for those units.

1. Click the Add Unit(s) button to bring up the Unit Search tool. This tool works exactly like the

Quick Search for Units tool, allowing you to find units to add to the selected group.

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Chapter 5: Working with Groups and Units

Group Builder

Figure 5-10: Adding Units to a Group

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Group Builder

Chapter 5: Working with Groups and Units

2. Perform a search by selecting the necessary search criteria and entering a search phrase.

Click Search to run your search.

As you type in the Search Phrase field, the closest matches to your search phrase will be

displayed. You may select an item from this listing; however, you will still need to run the

search by clicking the Search button.

3. Add units to your group by selecting the checkboxes next to the desired units and clicking

Select. You may also use the Select and Close button which will add the selected unit and

then return you directly to the Group Builder. This is handy if you are only adding one unit or

when you are adding the final unit.

When adding units, you may navigate through the displayed units’ hierarchy by doing the

following:

a. Click the hyperlinked UIC of any displayed unit. This will open the Unit Navigator.

Figure 5-11: Group Hierarchy

b. Use the left and right arrows to select which relationship type (ADCON, OPCON,

COCOM) to display. The children of the selected unit for that command structure are

displayed.

c. To view the parent organization(s) of the selected unit, click the down arrow located

next t to the relationship type name. The parent org(s) are displayed and can be clicked

on to set them in view.

d. Use the checkboxes in combination with the Select or Select and Close buttons to add

units to your group.

4. Continue searching for and adding units as needed and then click the “X” in the upper-right

corner of the Unit Search tool to return to the Group Builder.

5. Click Save when you are finished adding units in order to finalize any changes made to your

group. If you do not save, all of your changes will disappear when you navigate away from

this group.

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Chapter 7: Setting Up ESORTS

Managing Tasks

7.2

Managing Tasks

In order for users to create Mission Essential Task Lists, there must be Mission Essential Tasks

available to be selected. Many of these are automatically imported directly from the Universal

Joint Task List, Service Task Lists, etc; however, New tasks can also be added and edited/

managed by an ESORTS Administrator via the Task Management module.

Note: Only users specifically approved by DIO and who are assigned access privileges to a task list by an

Enterprise Administrator can edit new tasks. For more information, refer to the DRRS Software

Administrator Manual (SAM).

7.2.1

Find Task

To find a task using the Task Management tool:

1. Select ESORTS | Task Management from the Main menu.

Figure 7-1: Task Management Search

2. Select the task list you wish to search in from the Category dropdown menu.

3. Select the status of the task you are searching for.

4. Select whether to search by Number and/or Title and/or Definition.

5. Enter the phrase or number to search for in the Keywords field and select whether your

search results should include any task containing your search phrase or only those with the

exact search phrase. For example, selecting All when searching for “123” will return tasks

X123, 123X, and so on. Selecting Exact when searching for “123” will only return task 123.

6. Click Submit. The search results matching your criteria are displayed. You can expand or

collapse any task by clicking the arrow button to the left of the task name. Each task has a

series of actions available. These are described in the following sections. You may also

export your search results by clicking the Word or Excel icon in the upper-right corner of the

search results.

Figure 7-2: Task Management Search Results

7.2.2

Deactivate Task

Deactivating a task will prevent it from being associated with new METs, however, it will not

affect METs already associated with this task.

To deactivate a task:

1. Perform a task search as described in Section 7.2.1: Find Task.

2. Click the Deactivate Task button (red arrow icon) for the selected task.

3. Provide a reason for the deactivation and click the Submit button.

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Managing Tasks

Chapter 7: Setting Up ESORTS

7.2.3

Copy Task

Copying a task allows you to create a new task using the information from an already existing

one. This can be used to save time when creating similar tasks.

To copy a task:

1. Perform a task search as described in Section 7.2.1: Find Task.

2. Click the Copy Task button (page icons) for the selected task.

Figure 7-3: Copy Task

3. Select the category to which you are adding a task.

4. Enter a unique task number based on the naming conventions of your organization/task list.

5. Enter a brief descriptive title for your new task.

6. Enter a full description of the task you are adding.

7. Click Submit.

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Chapter 7: Setting Up ESORTS

Managing Tasks

7.2.4

Edit Task

Assuming you have the proper access privileges, you can modify any existing task in order to

ensure that they are properly set up for MET creation.

To edit a task:

1. Perform a task search as described in Section 7.2.1: Find Task.

2. Click the Edit Task button (pencil icon) for the selected task.

Figure 7-4: Editing Task

3. You may now edit the selected task’s category, number, title, description, and associated

measures.

7.2.5

Delete Task

Deleting a task permanently removes it from DRRS. A task that is currently associated with a

MET or used as a supporting task may not be deleted. These associations must first be

removed.

1. Perform a task search as described in Section 7.2.1: Find Task.

2. Click the Delete Task button (red “X” icon) for the selected task.

3. Provide a reason for the deletion and click the Submit button.

7.2.6

View Task History

Every modification made to a task is tracked in the Task History which allows you to see the

timeline of those changes.

To view a task’s history:

1. Perform a task search as described in Section 7.2.1: Find Task.

2. Click the Task History button (clock with green arrow icon) for the selected task.

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Managing ESORTS Offices

Chapter 7: Setting Up ESORTS

7.3

Managing ESORTS Offices

Note: Depending on your user role/privilege, you may/may not see this option in your Main menu. This

role is restricted to ESORTS Unit Administrators and ESORTS Commanders user role. For more

information, see Chapter 6.3: ESORTS User Roles.

During the Build METL process, each MET, supporting task, and command-linked task is

assigned a Staff Office that is designated as the Office of Primary Responsibility (OPR).

The Office Management tool allows ESORTS Unit Administrators and ESORTS Commanders

to create staff offices pertaining to units of interest as well as assign multiple ESORTS users

with the same unit of interest to these offices.

To create a staff office:

1. Select ESORTS | Office Management from the Main Menu.

Figure 7-5: ESORTS Office Management

2. Select the unit you wish to view offices for by using the dropdown menu in the upper-right

corner. Available options include your Units of Assignment and the unit currently selected in

the Unit Selector. The offices for the selected unit are displayed down the left side of the

screen. Clicking on an office name will display more information about that office in the

details panel on the right side.

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Chapter 7: Setting Up ESORTS

Managing ESORTS Offices

7.3.1

Create a New Office

1. Access Office Management for the unit to which an office is being added.

2. Click the Add New Office icon located above the details panel.

Figure 7-6: Create New ESORTS Office

3. Enter a Staff Office Code in the Code field.

4. In the Description field, enter a short description of the office’s purpose or other pertinent

information.

5. Assign personnel to the office by highlighting their names in the Available field and using

the arrow button to move them into the Assigned field.

The names in the Available field are all personnel who have the selected unit set as their

unit of interest.

6. When finished, click Save Information. The Staff Office is created and saved.

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Managing ESORTS Offices

Chapter 7: Setting Up ESORTS

7.3.2

Edit/Add Personnel to an ESORTS Staff Office

To edit/add personnel to a staff office:

1. Access Office Management for the unit for which personnel is being edited.

2. Click on an existing staff office from the Offices panel.

3. Click the Edit Office icon above the details panel.

4. Assign personnel to the office by highlighting their name in the Available field and using the

arrow buttons to move them into the Assigned field. Unassign personnel by reversing the

procedure.

Figure 7-7: Edit ESORTS Office Personnel

The names in the Available field are all personnel who have the selected unit set as their

unit of interest.

Tip: Hold down the ctrl key to select multiple users at once.

5. When finished, click Save Information. The Staff Office is updated and saved.

7.3.3

Delete an ESORTS Staff Office

To delete a custom staff office that you have created:

1. Access Office Management for the unit for which an office is being deleted.

2. Click on an existing staff office from the Offices panel.

3. Click the Delete Office icon above the details panel.

4. Click OK when the confirmation prompt appears. The Staff Office is deleted.

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Chapter 7: Setting Up ESORTS

Managing ESORTS User Roles

7.4

Managing ESORTS User Roles

ESORTS user roles are managed by Unit Administrators through the Identity Management

module. To access the ESORTS User Role Admin tools:

1. Select Admin | Identity Management | User Search from the Main menu.

Figure 7-8: User Search

This area is used to access/perform all DRRS User Administration tasks. The majority of

these tasks involve finding a particular user, the process for which is described below.

7.4.1

Performing a User Search

To perform a user search:

1.

Select Admin | Identity Management | User Search from the Main Menu.

2.

Select/enter your search criteria in the User Search page. There are many search options

available. You may use a combination of any of these options:

• Last Name: Search for users by last name. Enter all or part of the name.

• First Name: Search for users by first name. Enter all or part of the name.

• User Name: Search for a specific User Name. Enter all or part of the user name.

• UNCLASS Email: Search for a user with a specific Unclassified email address on file.

Enter all or part of the address.

• SECRET Email: Search for a user with a specific Classified email address on file. Enter

all or part of the address.

• Status: Specify an account status to limit your search by: All, New, Approved, or

Inactive.

• Locked: Specify an account lock status to limit your search by: All, Unlocked, or

Locked.

• Last Modified: Limits user search to accounts modified within the specified timeframe.

• Created On: Limits user search to accounts created within the specified timeframe.

• Last Login: Limits user search to accounts whose last recorded login date was within

the specified timeframe.

• Unit Name/UIC: Find users whose Primary or Secondary Unit of Assgnment matches a

specific UIC or AName. Use the dropdown arrow to quickly select your own Units of

Assignment.

• Roles: Search for users that have been granted particular roles.

3.

Click Search once all your criteria has been entered. The matching search results are

displayed in the Search Results box below the search criteria.

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Managing Missions

Chapter 8: Mission Management

8.1

Managing Missions

The main screen of the Mission Management tool is the Mission Editor. The Mission Editor

displays every user-created mission stored in the DRRS system alphabetically by Category. It is

the control hub for missions, types, categories, and unit missions. These are described below.

• Missions: See the explanation of missions in Chapter 6: About ESORTS.

• Types: Refers to a mission’s DoD-level categorization. Examples include: JTF, CFC,

and CCMRF.

• Categories: Refers to a mission’s Service-level categorization. Examples include:

Core, JCA, Major Plan, Named Operation, and Other.

• Unit Missions: Missions assigned to the unit currently selected in the Unit Selector.

To access the Mission Editor, select ESORTS | Mission Management from the Main Menu.

Figure 8-1: Mission Editor

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Chapter 8: Mission Management

Managing Missions

8.1.1

Types and Categories

Each mission must have a type and category assigned to it. These can be selected from a

dropdown menu during mission creation, however, if the type or category you need does not

exist, it is possible to create a new one. The process for this is the same for both types and

categories.

8.1.1.1

Creating new Types and Categories

To create a new type or category:

1. Click the Edit Category or Edit Type icon located just above the missions list.

Figure 8-2: Creating Types and Categories

2. Enter a name and description for the new type or category.

3. Click Save Information. The type/category is created and will now be available in the type/

category dropdown menu for all users during mission creation.

8.1.1.2

Editing Types and Categories

Rather than creating a new type or category, it may be possible to modify an existing one to fit

your needs. To edit an existing mission:

1. Click the Edit Category or Edit Type icon located just above the missions list.

2. Select the type/category you wish to edit and click the Edit Category or Edit Type icon

found at the top of the type/category details panel.

3. Modify the name and/or description for the selected type/category.

4. Click Save Information.

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Managing Missions

Chapter 8: Mission Management

8.1.2

Creating Missions

Missions created in the Mission Editor are globally accessible by any user with access to the

Mission Management tool. They can also be assigned to any unit the user has mission

privileges for.

To create a new mission:

1. Click the Add New Mission icon located above the mission details panel.

Figure 8-3: Creating New Missions

2. Enter a unique mission number in the Number field.

3. Enter a unique mission name in the Name field.

4. Enter a complete description of the mission in the Description field.

5. Select the category to which the mission belongs from the Category dropdown.

6. Select the type to which the mission belongs from the Type dropdown.

7. Click Save Information to save your new mission and close the dialog. Your new mission

will be displayed in the Mission Editor missions list and will be available for use by all users.

8.1.3

Editing Missions

To edit an existing mission:

1. Select a mission from the Mission Editor missions list.

2. Click the Edit Mission link from the top of the details panel.

3. Modify the mission’s Number, Name, Description, Category, or Type as needed.

4. Click Save Information.

8.1.4

Deleting Missions

To remove a mission completely, select a mission from the Mission Editor missions list and click

the Delete icon from the top of the details panel.

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Chapter 8: Mission Management

Assigning Missions

8.2

Assigning Missions

Once a mission has been created, it can be assigned to a unit for use in that unit’s METL. To

assign a mission to your Unit of Assignment, click the grey button to the right of that mission’s

name in the Missions tab. The button will turn green, indicating that this mission is assigned.

Figure 8-4: Assigning Missions

To view only the missions currently assigned to your Unit of Assignment, click the Unit

Missions tab. This view is helpful when there are a large number of missions available and you

only want to see the missions pertaining to your selected unit.

Figure 8-5: Unit Missions

To unassign any mission from your Unit of Assignment, click the green button again and it will

become grey again, indicating that it is no longer assigned to your unit. Unassigning a mission

from a unit will remove the mission from any of the unit’s METs currently using that mission.

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8-5

Assigning Missions

Chapter 8: Mission Management

8.2.1

Changing Mission Display Order

The Display Order tab provides the ability to change the order in which missions are displayed

in the Mission Assessment screen, providing a more convenient and customized view.

Figure 8-6: Edit Mission Display Order

To change the order of display for the missions assigned to your Unit of Assignment:

1. Open the Display Order tab.

2. Click on a mission title.

3. Utilize the green arrows to shift the selected mission up or down in the list. Repeat this

process for the other missions as necessary.

Table 8-1: Display Order Controls

Icon

Description

Move selected mission to the top of the list.

Move selected mission up one row.

Move selected mission down one row.

Move selected mission to the bottom of the list.

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Using the Build METL View

Chapter 9: Build METL

9.1

Using the Build METL View

The Build METL page is split into three components (from top to bottom): the Build METL

Toolbar, the METL display, and the MET details.

Figure 9-1: Build METL View

1. BUILD METL TOOLBAR

The Build METL Toolbar provides the overall controls for the Build METL view. The table below

describes the buttons in the toolbar.

Icon

Description

Begins the creation process for a new MET.

Creates a copy of the METL from another unit into the unit in view.

Creates a copy of a mission from another unit into one of the unit in view’s

METs.

Expands all MET records so that all supporting tasks are displayed.

Returns all expanded MET records to their single-line view.

Exports the current METL to a file that can be opened in Microsoft Excel.

Exports the current METL to a file that can be opened in Microsoft Word.

Creates a printer-friendly view of the currently displayed METL by allowing

you to select which elements to print.

Filters the view based on any of the unit in view’s Offices of Primary

Responsibility.

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Chapter 9: Build METL

Using the Build METL View

2. METL DISPLAY

The METL display is the main component of the Build METL view and shows all of the METs

associated with your Units of Assignment. Each MET record contains the following columns:

Column

Description

Task Number

The task number and description of the displayed MET.

Mission(s)

The mission or missions with which the MET is associated.

The Office(s) of Primary Responsibility to which the MET is assigned. Each OPR is

OPR

a hyperlink to a window that contains information about the OPR.

The name of the person who has been designated as the Point of Contact for the

POC

OPR. Each POC is a hyperlink to a window that contains information about the

POC.

Last Update

The date on which the MET was last updated.

Valid?

Contains either

or

to show whether or not the MET is valid.

3. MET DETAILS

Clicking on any MET in the METL will display the MET Details at the bottom of the Build METL

view. This area is used to control the input of MET details, conditions, and standards, which is

typically accomplished during the MET creation process. The information entered in these tabs

includes:

• Detail: Generic task information such as the Task Title, Task Number, Custom Name,

POC, OPR, OCRs and associated Missions.

•

Requirements for Validity: The task must have an OPR, at least one OCR, a POC,

and at least one mission selected.

• Conditions: Those variables of an operational environment or situation in which a unit,

system, or individual is expected to perform the task and which may affect performance.

•

Requirements for Validity: At least one condition with a corresponding Condition

Descriptor must be associated with this task.

• Standards: Consists of the performance measures, scale, and criteria for the selected

task. A performance measure provides the basis for describing varying levels of task

performance. A criterion defines the minimum acceptable level of performance.

•

Requirements for Validity: At least one Standard must be associated with this task.

Each tab has an “edit/manage” and a “hide” button. Clicking these buttons will allow you to

modify the values for that tab or hide the MET Details panel from view, respectively. Each tab

also has a colored indicator next to its name. This indicator will be either green or red,

representing whether or not the tab has met the requirements for validity as described above.

When all three indicators are green, the MET is considered valid and can be assessed using the

Mission Assessment tool.

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Creating a MET

Chapter 9: Build METL

9.2

Creating a MET

The primary function of the Build METL tool is the creation and management of unit METs. The

following sections describe the process for creating a single MET. This process can be repeated

as many times as necessary in order to build a complete METL. Once the METL has been

successfully created, it is ready to be assessed per the ESORTS workflow.

9.2.1

Add a New Task

To add a MET:

1. Click

on the Build METL Toolbar.

Figure 9-2: Choose Task Dialog

The Choose Task dialog that is displayed is used to search for the task that you want to be

add to the METL.

a. Select a category to search: “UJTL: SN”, “UJTL: ST”, “UJTL: OP”, “UJTL: TA”, AFTL,

MCTL, AUTL, ATL, and NTA.

b. Select the search criteria to search by Number, Title, Description, or any combination.

c. Enter one or more keywords to search for (make sure the correct Search By settings

are selected).

d. Choose the precision of the search. ‘All’ returns any records that contain the keyword(s)

and ‘exact’ returns only exact matches.

2. Click

when you are finished entering your search criteria. A list of search results

will appear below your search.

3. Click

next to the task that you want to add. The selected task will be added to

your METL.

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Chapter 9: Build METL

Creating a MET

9.2.2

Validate the Command Task

Once the Command Task has been added to the METL, it must be validated by having

missions, conditions, and standards associated with it. Only valid METs can be assessed in the

Mission Assessment tool.

Clicking on the blank MET record will open the MET Details area which contains the details,

conditions, and standards tabs.

Figure 9-3: MET Details

9.2.2.1

Assigning Missions to the Command Task

The Details tab contains the overall information about the MET. This screen allows you to

associate any of the missions assigned to this unit with the selected task. To do so:

1. Open the Details tab.

2. Click Edit Details at the bottom of the panel.

Figure 9-4: Edit MET Details

3. Enter a title for this MET. The default title is the one associated with the task.

4. Select one or more OCRs, an OPR, and a POC.

5. Select the mission(s) supported by this MET. When assigning multiple missions to one MET,

changes and assessments made to that MET will be applied to all the assigned missions

simultaneously. If you wish to manage the missions separately, you must assign each

mission to its own MET. This will mean adding the same Command Task to a METL multiple

times and assigning a different mission to each instance. This will also mean that each of

these Command Task records will need to be validated and assessed individually,

therefore, it is suggested that you utilize the multiple mission assignment functionality when

possible as it will provide the easiest method for making updates.

6. Click Save Details to close the Edit MET Details window and save your changes or Cancel

to close the window without saving your changes.

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Creating a MET

Chapter 9: Build METL

9.2.2.2

Specifying Conditions for the Command Task

The Conditions tab contains those variables of an operational environment or situation in which

a unit, system, or individual is expected to perform the task and which may affect performance.

To manage the conditions for the unit, do the following:

1. Click the Conditions tab. The conditions associated with the selected MET are displayed if

any have been already selected.

Figure 9-5: Conditions Tab

2. Click Manage Conditions. The Manage Conditions dialog is displayed. This dialog will be

used to select the conditions applicable to the selected task.

Figure 9-6: Choose Conditions

3. Select a condition category from the dropdown menu at the top. The conditions displayed

are based on the category selected.

4. Add all the conditions applicable to the MET by selecting their corresponding checkboxes.

The first level of checkboxes corresponds to general condition types. Checking any of these

boxes will display the specific condition descriptors available for that type.

The area on the right will display all the conditions currently associated with the MET and

can be toggled on and off using the Hide/Unhide button at the top right.

The conditions for a MET can be edited or removed at a later time by returning to the Manage

Conditions dialog.

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Chapter 9: Build METL

Creating a MET

9.2.2.3

Setting Standards for the Command Task

The Standards tab contains the performance measures, scale and criterion for the selected

MET. To add and manage standards, do the following:

1. Click the Standards tab. DRRS displays the MET’s associated performance measures, or

standards, if any have been selected.

Figure 9-7: Standards Tab

2. Click Manage Standards. DRRS displays the Manage Standards dialog. You can use this

dialog to add or remove standards for this MET.

Figure 9-8: Add Standards

Each standard is composed of three parts:

• Performance Measure: The title/description of the measure.

• Scale: The scale of measure for this standard (e.g., annual visits, percent, tons, etc.).

• Criterion: The minimum measure required for the standard (based on the scale).

3. There are three options for adding standards:

a. Add Standard: Click Add Standard and a new blank standard record is created. Enter

a performance measure (such as time of travel, casualties, enemy neutralized, etc.) and

select a Scale for that measure. Then enter the measurement criterion based on that

scale. For example, a measure of distance traveled may have a scale of miles and a

criterion of >5. This means that in order to meet the performance standard for this task,

the unit should travel at least 5 miles. Notice this measure does not specify what time

frame those miles would need to be traveled in, that would be a separate standard.

b. Add Suggested/Custom Measures: Select from a list of Suggested or Custom

Measures. Click Add Suggested Measures or Add Custom Measures and a list of

predefined measures will be displayed. Select the measures to be added by selecting

the corresponding checkboxes and clicking Use Selected Measures. The selected

measure is added with a suggested scale pre-selected. A different scale can be

selected if desired. Also, a criterion value must be provided for this measure before it

can be saved.

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Creating a MET

Chapter 9: Build METL

Figure 9-9: Suggested Measures

4. Continue entering standards as needed, then click Save Standards when finished.

The standards for a MET can be edited or removed at a later time by returning to the Manage

Standards dialog.

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Chapter 9: Build METL

Creating a MET

9.2.3

Manage Supporting Tasks

The Build METL module also supports the ability to add and manage supporting tasks at the

Staff Task, Subordinate Task, and Command Linked Task levels. When you click to the left of

a Command Task, the MET expands to reveal its supporting tasks level. Clicking this button

again collapses the MET, hiding the supporting tasks.

The same information is displayed at the Supporting Task level as at the Command Tasks level

with one difference: the Supporting Task level contains an additional column, Supporting Unit,

which identifies the units to which Subordinate and Command Linked Tasks are assigned.

9.2.3.1

Adding Staff Tasks

The procedure for adding Staff Tasks is nearly identical to the procedure for adding a MET at

the Command Task level. To add a Staff Task:

1. Expand a MET so that its supporting tasks level is shown.

Figure 9-10: Add Staff Task

2. Click the Add Task link at the far right of the Staff Task row.

3. Using the Choose Task dialog that appears, search for the task you wish to add:

a. Select the search criteria to search by Number, Title, Definition, or any combination.

b. Enter one or more keywords to search for (make sure the correct Search By settings

are selected).

c. Choose the precision of the search. ‘All’ returns any records that contain the keyword(s)

and ‘exact’ returns only exact matches.

d. Click

when you are finished entering your search criteria. A list of search

results will appear below your search.

4. Click

next to the task that you want to add. If the selected task is not currently

already in use in the selected unit’s METL, it will be automatically added as a unique Staff

Task. However, if this task is already assigned elsewhere in the selected unit’s METL, you

will be prompted to select whether to add this task as a unique task or to copy or link an

existing task. These options are described below.

UNIQUE STAFF TASKS

A unique Staff Task is an independent task with its own missions, conditions, and

standards. Modifications to this task do not affect any other tasks assigned to the METL

(even if the same task is used multiple times).

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Chapter 9: Build METL

Validating METs

9.3.3.1

Add Standards

There are three ways to add a standard to a selected task.

OPTION 1

1. Click the Add Standard button to create a customized standard for each task.

2. Enter a descriptive Performance Measure Title, choose a Scale from the drop down list,

select an Operator (determined by Scale selection).

3. Enter a Criterion based on the Scale selected. The green check mark to the right of your

standard allows you to validate the standard. When a standard is invalid, you will see a pop

up specifying the invalid field. Click OK and make changes as needed.

OPTION 2

1. Click the Add Suggested Measures button; a list of predefined measures will display. These

measure have been added from the Universal Joint Tasks List (UJTL).

2. Next select the check box of the measure you want to use.

3. Click the Use Selected Suggested measure button. Use the check validity check box to

make sure your standard is valid. Modify as needed, then click the Save Standards button.

To remove a standard, select its check box and click Remove Selected Standards. To

confirm, select Save Standards and you will return to the Build Metal window.

OPTION 3

1. Click the Add Custom Measures button; a list of predefined measures will display. Custom

Measures have been developed by other users for a specific standard -- this list will be

empty if no measures have been created for the standard.

2. Next select the check box of the measure you want to use.

3. Click the Use Selected Custom Measure button. Use the check validity check box to make

sure your standard is valid. Modify as needed, then click the Save Standards button. To

remove a standard, select its check box and click Remove Selected Standards.

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Copy METL

Chapter 9: Build METL

9.4

Copy METL

The Copy METL function lets you import a METL from another unit into your primary unit of

interest.

1. Click ESORTS, then Build METL. Click

on the Build METL Toolbar to Search for a Unit.

Figure 9-12: Search for Unit by UIC or Name

2. In the Choose Unit window, search for the Unit that has created a METL you want to import.

Select to search by UIC or Name and enter keywords. Choose All or Exact.

3. When that Unit’s Mission list appears, select the Missions you want to copy, or select all

Missions with the check box in the Missions header.

Figure 9-13: Select Missions you want to copy

4. Click the Copy Selected Missions button. When the page refreshes, the Missions will

appear in your Mission Essential Task List.

Figure 9-14: Copied Missions

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Chapter 9: Build METL

Copy METL

5. The OPR and POC information is intentionally left blank when you copy a mission to your unit. Click

the Details tab, then the Edit Details button to add OPR and POC information.

Figure 9-15: MET Tabs

Note: For a MET to be valid, Details, Conditions, and Standards tabs must have green indicator icons.

If a mission already exists in your METL, the METs currently associated with that mission will remain

affiliated with that mission.

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Mission Assessment View

Chapter 10: Mission Assessment

10.1

Mission Assessment View

The default view for the Mission Assessment screen is the Overall view. This view shows the

overall assessment rating for each mission the selected unit is associated with. It consists of 4

parts: Unit Selector, Mission Assessment Toolbar, METL Details, and MET Details (this area is

not visible in the Overall view and will be discussed in the following section).

Figure 10-1: Mission Assessment View

UNIT SELECTOR

The Unit Selector is the dropdown menu in the upper right corner. It shows the name and UIC of

the unit currently being viewed as well as the ESORTS Role you are currently assigned for that

unit. This information is important in that it tells you which unit you are viewing and how much

access you have to it.

The default unit in view for the Mission Assessment screen is your Primary Unit of Assignment.

The Unit Selector allows you to select other units, however, based on the group you currently

have selected in the Unit Selector. The Unit Selector will contain all of the individual units within

your selected group, allowing you to view the Mission Assessments for any of them. For more

information on selecting groups with the Unit Selector, see Section 5.1: Unit Selector.

MISSION ASSESSMENT TOOLBAR

The Mission Assessment Toolbar provides the navigational controls for Mission Assessment as

well as some additional tools. The table below describes these features.

Icon

Description

Exports the current METL to a file that can be opened in Microsoft Excel.

Exports the current METL to a file that can be opened in Microsoft Word.

Creates a printer-friendly view of the currently displayed METL by allowing you

to select which elements to print.

Gives you the ability to retrieve a unit snapshot, which is a “picture” of the unit’s

METL at a specific point in history. A snapshot is created when an assessment

is submitted for approval, a MET’s assessment is changed, or the

icon is

clicked.

Takes a snapshot of the current assessment condition of the unit METL. This is

saved in date/time format.

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Navigating Mission Assessment

Chapter 10: Mission Assessment

10.2

Navigating Mission Assessment

OVERALL VIEW

There are two views in the Mission Assessment tool. The first is the Overall view. This is the

default view when entering the Mission Assessment screen and shows all of the missions and

METS associated with the unit in view in a table layout. This table layout allows you to quickly

see which METs support each mission and the assessment values for both. From this view, you

can click on a MET assessment value to see the details of that assessment or you can click on

a mission number to enter the Mission view. This is where you will go to perform assessments.

MISSION VIEW

While the Overall view conveniently shows all missions, METs, and their assessment values, it

is the Mission view that provides the assessment capabilities. The Mission view, as the name

implies, is the view of a single mission. This view shows the METs associated with that mission

and their assessment values. There are two ways to access the Mission view from the Overall

view. One way to access the Mission view is to click on any of the mission numbers displayed

across the top of the Overall view.

Figure 10-2: Mission View Option 1

The other way to access the Mission view is to select a mission category from the Mission

dropdown in the Mission Assessment Toolbar and then select a mission number from the

dropdown that appears once a category has been selected. This technique is handy if you are

looking for missions of a specific category.

Figure 10-3: Mission View Option 2

Once a mission has been selected, the Mission view will display.

Figure 10-4: Selected Mission

This view still contains the Unit Assessment toolbar (notice there are a few more buttons

added), and the Unit Selector. Selecting a different unit from the Unit Selector will take you to

the overall view for that unit. The rest of the Mission view is dedicated to the mission and MET

information. In the upper right, just below the Unit Selector is the mission name and the current

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Assessing METs

Chapter 10: Mission Assessment

10.3

Assessing METs

1. Click ESORTS | Mission Assessment, then select a Mission from the drop down list.

Figure 10-5: Mission: Core

2. Click a MET title to view the MET Number and Title, Standards, Assessments, and

Comments sections. MET standards must be reviewed in order to assess a MET.

Figure 10-6: MET Description and Standards

3. Enter an accessed value based on the scale and criterion for each MET. Including an

Observed Value and Date is not required.

4. Click Update All and the page refreshes, showing a status of Achieved or Not Achieved. If

the assessment value is Q or N, you must enter comments in the comments box below. The

assessed value of this task is automatically calculated based on the Standards assessment

for this MET.

5. To complete the MET assessment process choose your MET assessment value and

choose an anticipated assessment value with date when this assessment is expected. By

default this date is set for 30 days from the MET Assessment date; change this date if

needed.

6. Click the Save button.

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Chapter 10: Mission Assessment

Using Mission Snapshots

10.5

Using Mission Snapshots

The system automatically takes snapshots of your METL every time a Mission Assessment is

approved. But you can also choose to take a snapshot manually at any time clicking the

snapshot (camera) icon in the toolbar. The Magnifying Glass and Camera icons allow you to

retrieve a unit snapshot, or "picture" of the unit's METL at a specific point in time. To Browse

snapshots, click the camera icon, enter begin and end dates you want to search, then click Find

Snapshots.

The presentation tool opens a window based on your current display to presentation mode,

designed for full-screen or overhead displays.

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Accessing CUS

Chapter 11: Current Unit Status

11.1

Accessing CUS

To access CUS, select ESORTS | Current Unit Status from the Main menu. Using the Unit

Selector, you may select the unit to be viewed, however, you will only be able to edit your Unit of

Assignment. When a unit’s information is displayed, you will see an indicator showing under

which role you have access to the selected unit.

Figure 11-1: Unit Summary Tab

The default display page is the Unit Summary Tab. This displays information about the selected

unit, including the Unit Commander, METL details, and Availability details. This tab is described

in more detail in the following section.

Note: Only users with JFRR permission for their units of interest will see the Top Concerns tab

when navigating to their CUS page.

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Chapter 11: Current Unit Status

Unit Summary Tab

11.2

Unit Summary Tab

The Unit Summary Tab contains six main areas, Unit Banner, Unit Summary Details, METL

Preview, SORTS, Resource Status, and Availability. These areas are discussed in detail in the

following sections.

11.2.1

Unit Banner

The Unit banner displays the AName and UIC of the unit in view.

Figure 11-2: Unit Banner

11.2.2

Unit Summary Details

Figure 11-3: Unit Summary Details

The top portion of the Unit Summary Tab, the Unit Summary Details area, displays general

information about the Selected Unit including:

• Unit Commander*

• Point of Contact Name*

• Point of Contact NIPR & SIPR Email*

• Point of Contact DSN & COMM Phone Numbers*

The items marked with an asterisk above are editable in the Unit Summary Details panel by

entering an updated value as needed.

This tab also provides the ability to restore the ESORTS point of contact data for this unit. Select

the Restore ESORTS POC Data checkbox and the unit data will be updated with the

information from the first MET in the METL for the selected unit. When finished making

changes, be sure to click the Save button located in the footer of the tab.

Note: Only users with Unit Commander or Unit Admin permissions will see the Restore ESORTS POC

Data checkbox.

11.2.3

METL Preview

The METL Preview area tracks current and projected mission assessments by Mission Number,

Mission Name, Current Date and Projected Date. Mission dates in red signify assessments 35+

days overdue.

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Unit Summary Tab

Chapter 11: Current Unit Status

Figure 11-4: Unit Summary Tab METL Preview

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Chapter 11: Current Unit Status

Unit Summary Tab

11.2.4

SORTS

The SORTS tab displays the Personnel, Equipment, Equipment Condition, and Training levels

for the selected unit as well as the date of the last assessment.

Figure 11-5: SORTS Area

Click the View SORTS Report link for additional information.

Figure 11-6: View SORTS Report (visible to AF and MC units only)

11.2.5

Resource Status

The resource status area shows a roll-up of the selected unit’s Personnel and Equipment data.

Figure 11-7: Resource Status Area

11.2.6

Availability

The Availability area provides detailed location information about your Unit of Assignment.

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11-5

Unit Summary Tab

Chapter 11: Current Unit Status

Figure 11-8: Unit Summary Tab Availability Details

The Assigned, Allocated, Posture, and Activity values can be modified using their corresponding

dropdown menus.

Other values, such as location information are editable by clicking the Edit (pencil) icon. The

following sections describe how these items can be Edit Activity

11.2.6.1

Locations

Figure 11-9: Locations

HOME LOCATION

Read-only. Cannot be modified.

CURRENT LOCATION

Current Location indicates where the selected unit is presently located. It can only be changed

for your Unit of Assignment.

To change the current location:

1. Click the Edit (pencil) icon next to Current Unit Location.

2. Use the search filtering fields to find a location by lat/long coordinates or by name or

embarkment date. Enter a Location Code, UIC, Name, date, or coordinates in the

corresponding field and click Search to find locations matching your criteria.

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