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CHAPTER 3: DTS SITE SETUP - Defense Travel …

DTS Release , DTA Manual, Version , Updated 8/25/10 Page 3-1 This document is controlled and maintained on the Web site . Printed copies may be check revision currency on the Web prior to 3: DTS site SETUPThis CHAPTER introduces the flow process, or the sequence that is used to set up the Defense Travel Sys-tem (DTS) at a site . It discusses how DTS safeguards data through controlled access called permission levels and explains DTS user roles. This CHAPTER covers the following topics: DTS Standard The DTA Flow DTS Permissions and Access to DTS Tools and Functions .. User Roles and Permission Levels .. DTA Responsibilities .. LDTA Responsibilities .. Other Administrators .. DTA .. Implementation DTS Standard SetupSites should coordinate DTS SETUP through their Service Offices or the Defense Travel Management Office (DTMO) agency point of contact (POC). A list of DTS Service Office POCs is available on the DTS Home page by selecting the Contacts link on the left side of the screen.

Chapter 3: DTS Site Setup Page 3-2 DTS Release 1.7.1.9, DTA Manual, Version 4.4.28, Updated 8/25/10 This document is controlled and maintained on the www.defensetravel.dod.mil Web site.

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Transcription of CHAPTER 3: DTS SITE SETUP - Defense Travel …

1 DTS Release , DTA Manual, Version , Updated 8/25/10 Page 3-1 This document is controlled and maintained on the Web site . Printed copies may be check revision currency on the Web prior to 3: DTS site SETUPThis CHAPTER introduces the flow process, or the sequence that is used to set up the Defense Travel Sys-tem (DTS) at a site . It discusses how DTS safeguards data through controlled access called permission levels and explains DTS user roles. This CHAPTER covers the following topics: DTS Standard The DTA Flow DTS Permissions and Access to DTS Tools and Functions .. User Roles and Permission Levels .. DTA Responsibilities .. LDTA Responsibilities .. Other Administrators .. DTA .. Implementation DTS Standard SetupSites should coordinate DTS SETUP through their Service Offices or the Defense Travel Management Office (DTMO) agency point of contact (POC). A list of DTS Service Office POCs is available on the DTS Home page by selecting the Contacts link on the left side of the screen.

2 The DTA Flow ProcessThe standard DTS SETUP follows a sequence referred to as the DTA Flow Process (Figure 3-1). Each step is addressed in one of the chapters in this manual. Lead Defense Travel Administrators (LDTAs) and Organizational Defense Travel Administrators (ODTAs) need to know how to accomplish each step. This allows them to maintain their site as personnel change and organizations are restructured. Figure 3-1: DTA Flow ProcessChapter 3: DTS site SetupPage 3-2 DTS Release , DTA Manual, Version , Updated 8/25/10 This document is controlled and maintained on the Web site . Printed copies may be check revision currency on the Web prior to 3: DTS site SetupDTS Release , DTA Manual, Version , Updated 8/25/10 Page 3-3 This document is controlled and maintained on the Web site . Printed copies may be check revision currency on the Web prior to DTS Permissions and UsersDTAs can perform more than 200 tasks in DTS, if they have the appropriate permission(s).

3 Such tasks include creating and reassigning personnel, creating and copying lines of accounting (LOAs), and generat-ing reports. Every DTS user will have permission levels necessary to perform their required tasks. By assigning a per-mission level to each of the 200 tasks, DTS controls access to the modules and the functions within each module. DTS permission levels range from 0 to 9. Each permission level is exclusive from all the other levels. For example, permission level 7 does not include levels 0 through 6. Table 3-2 illustrates the permission level(s) associated with each role in DTS. Access to DTS Tools and Functions Table 3-1 shows the DTS modules and some of the functions associated with each module. Table 3-1: DTS Tools and Sample FunctionsDTS TOOLS AND SAMPLE FUNCTIONSMODULESAMPLE FUNCTIONSPERMISSION LEVEL(S)Document ProcessingSign and stamp authorizations, vouchers from authorizations (referred to as vouchers), local vouchers, amendments, and adjustments; preaudit documents; and create standard reports0 Budget (View Only)View budget information and and ReviewReview, preaudit, stamp, approve, return, and certify View, add, edit, report, and manage budget information.

4 Request budget , 3 Reports Generate reports for the organizations to which they have access. None required(The user must have organi-zation access)Centrally Billed Account (CBA)Reconcile charge card vendor invoices. 4*Debt Management Apply DUE PROCESS stamp, maintain records within the Waiver/Appeal process, initiate voluntary and involuntary payroll deduction when required, and other tasks pertaining to Due vouchers. 6*Partner System SetupMaintain information and settings for partner systems to interface with required (This is an assigned role)DTA Maintenance ToolAdd, edit, and delete organizations, routing lists, groups, user/traveler profiles, and LOAs. 1, 3, 5, 6, 7* Account activation requiredChapter 3: DTS site SetupPage 3-4 DTS Release , DTA Manual, Version , Updated 8/25/10 This document is controlled and maintained on the Web site . Printed copies may be check revision currency on the Web prior to User Roles and Permission LevelsThe DTA assigns at least one permission level to each DTS user.

5 If a user has several roles in DTS, that user will receive all permission levels required to perform those tasks. For example, an Authoriz-ing Official (AO) with permission levels 0, 1, and 2 may also be a Budget Analyst with permission lev-els 0, 1, and 3. This person will have permission levels 0, 1, 2, and 3. Table 3-2 lists typical DTS roles along with the associated tasks, accesses, and permission levels. Table 3-2: Typical DTS Roles and Sample Tasks TYPICAL DTS ROLES AND SAMPLE TASKSROLETASKTRAVEL DOCUMENT AND GROUP ACCESSORGANIZA-TION ACCESSPERMISSION LEVEL(S)TravelerCreates own Travel docu-ments. Requests Travel documents only. No group organization Clerk and Non-DTS Entry Agent (NDEA)Performs DTS functions on behalf of of assigned personnel. Has group organization Adviser and Budget Assis-tantReviews and monitors bud-get information in group , 1 Routing Official (RO)Performs designated local functions (optional).

6 Local decision.* May have group access. See local business organization , 1, 2 Approving Official (AO)Approves Travel and voucher payments. Local decision.* May have group access. See local business , 1, 2 Certifying Officer (CO)Certifies that funds are decision.* May have group access. See local business , 1, 2 Organizational Defense Travel Administrator (ODTA)Responsible for the overall Travel system for local business , 1, 2, 3**, 5 CBA SpecialistResponsible for policy com-pliance and CBA decision.* Has group , 4 Budget DTA (BDTA)Assists FDTA in budgetary and LOA matters and func-tions as decision.*Has group , 1, 3 Finance DTA (FDTA)Responsible for all financial and budgetary actions at the decision.*Has group , 1, 3, 5, 6 CHAPTER 3: DTS site SetupDTS Release , DTA Manual, Version , Updated 8/25/10 Page 3-5 This document is controlled and maintained on the Web site . Printed copies may be check revision currency on the Web prior to LEVEL 0 allows users to access document preparation functions.

7 Traveler. Anyone who travels on official business for the Department of Defense (DoD) and has a per-sonal profile in DTS. Travelers can view and update certain fields in their profiles, and create authori-zations, group authorizations, vouchers, and local vouchers. Travelers use the SIGNED stamp to initiate document routing. They can only access their own documents. If necessary, a traveler can have group access to view and update the documents of a particular group of DOCUMENT AND GROUP ACCESSORGANIZA-TION ACCESSPERMISSION LEVEL(S)Lead DTA (LDTA)Responsible for overall Travel functions for decision.*Has group , 1, 2, 3, 4, 5, 6 Service DTA or Agency DTAM anages information and Travel tasks relevant to the specific service or agency. Has override access to a specific service or access to a specific service or , 1, 2, 3, 4, 5, 6, 7 Partner System/Subsystem Admin-istrator (PSA)Manages data, administers the interface, and allows part-ner systems to interface with DTS.

8 This is an assigned access to a specific service or access to a specific service or Import/Export (I/E) Admin-istratorManages data and allows partner systems to interface with DTS. Edits some of the preferences and the PSA edits others. Has access to all docu-ments and all access to all , 8 Operations & Sup-port ContractorManages the database and updates certain DTS tables as access to all docu-ments and all access to all , 1, 2, 3, 4, 5, 6, 7, 8 Travel Assistance Center (TAC)Staffs the DTS Tier 3 Help access to all docu-ments and all access to all , 1, 2, 3, 4, 5, 6, 7, 8 Program Manage-ment Office (PMO-DTS)Provides project manage-ment and technical oversight of access to all docu-ments and all access to all , 1, 2, 3, 4, 5, 6, 7, 8, 9 Defense Travel Management Office (DTMO)Provides functional oversight of DTS as well as a single focal point for commercial Travel within access to all docu-ments and all access to all , 1, 2, 3, 4, 5, 6, 7, 8, 9* It is not necessary to give AOs, COs, or ROs anytime group access to travelers documents.

9 These officials can view all documents that are routed to them.**Permission level 3 provides users the ability to view and edit electronic fund transfer (EFT) information in a traveler's per-manent profile. Local business rules dictate if this permission level is given to the 3-2: Typical DTS Roles and Sample Tasks (continued)TYPICAL DTS ROLES AND SAMPLE TASKSC hapter 3: DTS site SetupPage 3-6 DTS Release , DTA Manual, Version , Updated 8/25/10 This document is controlled and maintained on the Web site . Printed copies may be check revision currency on the Web prior to Enters and digitally signs authorizations, group authorizations, vouchers, and local vouchers for travelers. The DTA must set the NDEA indicator in the personal profile. See CHAPTER 7 of this man-ual. The NDEA uses the T-ENTERED stamp on vouchers and local vouchers in accordance with local procedures. The T-ENTERED stamp cannot be used on authorizations or group authorizations.

10 Travel Clerk. Enters and digitally signs authorizations and group authorizations in DTS for travelers. When initiating authorizations or group authorizations, the Travel Clerk uses the SIGNED stamp. A signed authorization is simply an administrative document; anyone with access to a traveler's record may sign an authorization for that traveler. Travel Clerks cannot sign vouchers or local vouchers for travelers. PERMISSION LEVEL 1 grants view-only access to the Budget module and the DTA Maintenance Tool. This access allows users to view an organization's information including routing lists, groups, personnel, and budget information. Budget Analyst or Resource Adviser. Views and has access to the Budget module but does not have permission to use all of the features. These users review and monitor budget information in LEVEL 2 allows access to the Route and Review module and to apply appropriate rout-ing stamps to Travel documents.


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