A uxdata O rder M anagement A O M

This presentation prepared by John Milczewski Flotilla Operations Officer Flotilla 130-01-01 Bellingham, WA June 2013
AuxdataOrder ManagementA O M
USCGAUX 130-01-01 Bellingham, Washington John Milczewski 360-739-1310

Welcome to the Auxdata Order Management System
A O M AUXDATA ORDER MANAGEMENT
• AOM works on a number of browsers: Firefox, Chrome, Internet Explorer (Mac & PC) • AOM is designed so Facility Owners and Coxswains may request orders. USCGAUX 130-01-01 Bellingham, Washington • All Coxswains and Facility Owners may have access to the AOM Data Base.

• To gain access to the AOM Data Base you MUST complete the following steps:
Have an EFT (Electronic Funds Transfer) account with the Finance Center (FINCEN) if you do not already have one. Have an individual or unique e-mail address. You may not use a “shared” e-mail address. The system will select your primary AUXDATA e-mail address. If you need to add or change your primary e-mail address use the Auxofficer “on line 7028 web form” “Change of Member Information.) https://auxofficer.cgaux.org/ USCGAUX 130-01-01 Bellingham, Washington

A O M AUXDATA ORDER MANAGEMENT(Continued)
3. Have an AOM account. • Contact your FSO-OP if you do not have an AOM account or are not sure whether you have one or not. • You will also have to establish a password for your account. A temporary one may have been provided for you. USCGAUX 130-01-01 Bellingham, Washington

You must have an “Electronic Funds Transfer” account ( EFT ) established with the Finance Center, even if you do not ask for reimbursement. If you do not have an EFT account, go to the Finance Center at: http://www.fincen.uscg.mil/ At the Finance Center go to “Vendors” and then “sign up for EFT online” EACH OWNER and COXSWAIN must have an EFT account in their own name.
USCGAUX 130-01-01 Bellingham, Washington

• AOM has two (2) data bases. One for “Training” (Training-Blade server) and one for “Production”. (Production- Blade server) • You must make sure you are in the Production Server when you are requesting orders or looking at updating or completing your orders.

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

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

https://ordermgmt.uscg.gov/
Click “OK” when you are ready to proceed. USCGAUX 130-01-01 Bellingham, Washington

A O M IF you do NOT have a password !
USCGAUX 130-01-01 Bellingham, Washington Click HERE to get password

A O M
Complete this form to retrieve your Password ! USCGAUX 130-01-01 Bellingham, Washington Click HERE to get password

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

A O M Requesting or viewing orders
Notice, Production Blade server ! ! When ready..click here! USCGAUX 130-01-01 Bellingham, Washington

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

Log in time!
USCGAUX 130-01-01 Bellingham, Washington ( Enter YOUR password) jmilczewski ••••••••

Weekly Calendar !
May 1 has only been chosen as an example! Notice monthly calendar on LEFT side. May 1 is highlighted on this calendar. May 1st is the first day shown on this calendar view. To view a particular day CLICK on that day in the small calendar. USCGAUX 130-01-01 Bellingham, Washington

Weekly Calendar !
Notice the color coding of the “Patrol Orders” Patrols are shown by time of day. “WN” numbers and Facility names are shown as space allows. USCGAUX 130-01-01 Bellingham, Washington

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

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

To select a single day, such as May 18th, click on that date (May 18) on the small calendar on the left and then CLICK on DAY at the top of the monthly calendar. You will now be able to see EVERY patrol on May 18th. Each Order will be color coded and the start time will also be shown.
Select one day !

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

To VIEW the orders for any Facility, click on the name of that Facility, or anywhere in the colored section for that Facility. You will now see the ORDERS for that Facility. You will NOT be able to change anything unless it is your own Facility or you are the Coxswain designated as the “Operator”. You will be able to see the Facility Information including name, Facility ID number, crew, etc. Each Order is Color coded.
Viewing Orders

Order Number
Sample Patrol Orders
FacilityOwnerOperator USCGAUX 130-01-01 Bellingham, Washington

To “Request Patrol Orders” you first need to find the month and day on the calendar, June 1.
Requesting Patrol Orders
Click here to begin request ! USCGAUX 130-01-01 Bellingham, Washington Note: Date is shown here.

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

This is what the blank order form looks like !

First: Choosing your Facility!
Filling out Patrol Request !
Only YOUR Facility/Facilities will show here USCGAUX 130-01-01 Bellingham, Washington

Form with “Owner as Operator”. Automatic first choice
Select Owner if more than one.
You may have more than one “owner”, if so, select one USCGAUX 130-01-01 Bellingham, Washington

Form with “Owner On Board! Coxswain other than owner
Select Owner if more than one.

IF you, as a Facility owner, want to allow someone other than yourself to be listed as “Operator”, you MUST indicate that on your 7003, Vessel Inspection Form and Offer for Use form. This MUST be done at the bottom of page 2 of the 7003 form, Section VII, Operation of a Facility by a non-owner. You MUST indicate by name, ID number and unit number who you will allow to operate your boat. If you DO NOT specify anyone, then no one else will be allowed to act as “Operator” or coxswain of record.
Permission for extra Coxswains.

Select Requested Date.

Special accounting information shows as soon as Facility is entered.
USCGAUX 130-01-01 Bellingham, Washington This information is automatically filled in when Facility Name is entered.

Select Sub-Unit. (Sector Puget Sound)

Select Patrol Type.

Select Patrol Time.

Select Patrol Area.

Add comments. Briefly describe mission. (e.g. Ski to Sea Regatta)

Submit your request !
USCGAUX 130-01-01 Bellingham, Washington ONLY this part can be completed until the orders are approved. Only this much can be completed before your request is approved

Confirmation of SUBMITTED ORDERS
USCGAUX 130-01-01 Bellingham, Washington Click OK to return to the Calendar

To return to Calendar….!
USCGAUX 130-01-01 Bellingham, Washington Click on “Close Without Saving” to return to calendar any time.

• ORDERS will show in the calendar in BLUE once they have been received.
Submitted Orders Calendar !
•ORDERS will show as GREEN in the calendar once they have been approved. USCGAUX 130-01-01 Bellingham, Washington • You will receive an e-mail response to your submitting orders.

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

A O M
• NOW go into AOM and click on your ORDERS. Notice the color has been changed to green (APPROVED) • Orders Approved • Now you may ADD ITINERARY and put in the ADD CREW information. • Crew members will receive an e-mail notice that they have been scheduled for your crew. USCGAUX 130-01-01 Bellingham, Washington

APPROVED Patrol Orders
Now ADD Itinerary USCGAUX 130-01-01 Bellingham, Washington

ADD ITINERARY SCREEN
A O M

ADD ITINERARY SCREEN: Start
A O M

ITINERARY : Mission Code
A O M

Select OPCON: Sector Puget Sound ADD ITINERARY SCREEN
A O M

Enter Start and End time
A O M

Itinerary : Area
A O M

Itinerary : Waters
A O M

Itinerary: Waters
A O M

Now ADD Second Itinerary USCGAUX 130-01-01 Bellingham, Washington

Two events during patrol
A O M

Now ADD Crew USCGAUX 130-01-01 Bellingham, Washington

Adding Crew members
A O M

ADD CREW by number
A O M

ADD CREW by name !
A O M

Choose by highlighting name & then click SELECT!
A O M

A O M When you add crew before a patrol you can make sure your crew are qualified and not REYR or trainees. Members who are REYR will be shown as trainees.

• Close (without saving) takes you back to calendar ! • Make sure you SAVE your changes.
A O M

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

Completing Patrol Orders
Complete this section when finished with the patrol and ready to turn in receipts. USCGAUX 130-01-01 Bellingham, Washington

• Put in Expenses and attach receipts. • Scan or take a picture of your receipts and then “attach” them by clicking on “Receipts”(.jpg, .png, or.gif )
A O M

• Signature of Claimant and Operator. (use password for signature) Remember, both Claimant and Operator must have AOM and EFT accounts
A O M

• Click SAVE and then click on Complete Order
A O M

DO NOT click in the small boxes if you are expecting reimbursement. You would only check the box if the items were provided directly to you, e.g., box lunches or motor pool fuel.
A O M

• If you need to Cancel an order, click here !
A O M

• You will receive an e-mail showing where your Patrol Order is in the payment process.
A O M
Contact your FSO-OP if you have questions or problems. USCGAUX 130-01-01 Bellingham, Washington

In summary: Auxdata Order Management system users must be facility owners or coxswains Users must have their own Electronic Fund Transfer (EFT) account with FINCEN AOM accounts must be requested and passwords established for log-in Facility Owners must designate specifically on their 7003 “Offer for Use” which Coxswains may operate their facility.
A O M

In summary (continued): A calendar format is used to display orders and their status. AOM communicates with users whenever changes occur in the orders. Since AOM submits the 7030 information automatically to Auxdata, it is essential that the Coxswain confirm the accuracy of the information before submitting completed orders. Contact your Operations Officer if you have questions or problems.
A O M

Make sure your Flotilla Ops Officer is aware of any patrols you are planning.
A O M
Have fun and expect that this system will help us as we respond to requests from the Coast Guard. USCGAUX 130-01-01 Bellingham, Washington

This presentation prepared by John Milczewski Flotilla Operations Officer Flotilla 130-01-01 Bellingham, WA June 2013
Auxiliary Order ManagementA O M
USCGAUX 130-01-01 Bellingham, Washington John Milczewski 360-739-1310

A uxdata O rder M anagement A O M