stan/eval management (sem) checklists current as of: 5/30/2017 5.13... · pex 5.13 stan/eval...

PEX 5.13 Stan/Eval Management (SEM) Checklists

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Stan/Eval Management (SEM) Checklists Current As Of: 5/30/2017

The checklists contained in Section I of this document focus on frequently used SEM activities and provide step-by-step instructions for completing these activities. As a general rule, they are organized in the following manner: first, activities required to set up the SEM module for a unit, followed by activities used to set up and manage individual trainees' folders, and finally activities used to oversee and manage the units' SEM program.

Each checklist begins with three key pieces of background information: Purpose of the checklist; those Permissions or Roles in the Users & Permissions module which will allow a user to execute the steps in the checklist; and the role which is typically the Primary User of the checklist. Throughout the checklists, the user will see grey shaded areas labeled, “TTPs.” TTPs are tips, techniques and procedures provided for the user to better understand the activities being executed, to learn a trick of the trade, or to emphasize Air Force or MAJCOM policy guidance specific to the activity.

Section II provides overarching process flow charts, which are designed to help a user understand or remember how to execute routine SEM processes using PEX. Those activities which are executed within PEX (as opposed to actions external to PEX) are indicated by unshaded rectangles and refer the user to the appropriate checklist to execute the specific activity (e.g., SEM 3-1 refers to SEM Checklist 3-1).

MAJCOM POCs, PEX ISR SME POCs and PEX ISR files (checklists, instructional videos, CT HQ files, SEM Eval

Criteria files, Qual Training Courses, and CFETPs) are all located on the PEX website at:

https://home.pexmain.com

Questions and concerns regarding MAJCOM or mission set policies and guidance can be directed to the

appropriate MAJCOM POC(s) listed on the PEX website.

For general PEX questions and troubleshooting assistance, please contact:

[email protected]

mailto:[email protected]


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Summary of Changes Table

Description Date

1. Updated Stan Eval Rules section 3/28/16

2. Master PEX Implementation SEM Policies 4/18/16

3. Updated with new 5.13 features: Checklist 2.1 – assign MFR’s to multiple personnel Checklist 4.7 – change signers after signature process started Added MMIII MDS to tables

10/3/16

4. Added example of mission description on back of 4350 1/18/16

5. Removed failed exam mission description 1/18/16

6. Updated PEX website address 5/30/17


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Table of Contents SECTION I: Process Overview for SEM Module .................................................................................................................... 6

1. SEM Module Setup .......................................................................................................................................................... 6

1.1. Add Evaluation Prefixes, Types, and Requisites ................................................................................................ 6

1.2. Set up Preferences .................................................................................................................................................. 8

1.3. Associate Eval Types/Requisites......................................................................................................................... 11

TABLE 1.1 Associating Requisites and Eval Types ..................................................................................................... 11

1.4. Enter Mission Descriptions ................................................................................................................................... 18

Table 1.2 Mission Description Examples .............................................................................................................................. 19

1.5. Set up Eval Forms.................................................................................................................................................. 20

1.6. Import Eval Criteria ................................................................................................................................................ 21

1.7. Create Profiles for Eval Types ............................................................................................................................. 22

Table 1.3 Eval Profiles ...................................................................................................................................................... 23

2. Transcribe Individuals’ Historical Evals, 4349s and MFRs ...................................................................................... 25

2.1. Attach MFRs to an individual or multiple personnel at same time .................................................................. 25

2.2. Attach 4350s to SE Folders .................................................................................................................................. 26

2.3. Attach 4349 to SE Folder / Manually Add 4349 Entries ................................................................................... 27

2.4. Add Individual’s Current Qualifications ............................................................................................................... 29

3. Open Evaluations ........................................................................................................................................................... 30

3.1. Open an Evaluation ............................................................................................................................................... 30

3.2. Add Evaluation Worksheet ................................................................................................................................... 32

4. Enter Evaluation Completion Data .............................................................................................................................. 35

4.1. Record Task Eval Completion in Worksheet ..................................................................................................... 35

4.2. Record Requisite (Exam) Completion................................................................................................................. 38

4.3. Sign Off Additional Training Completed ............................................................................................................. 41

4.4. Edit Restrictions...................................................................................................................................................... 41

4.5. Remove Restrictions .............................................................................................................................................. 42

4.6. Delete Restrictions ................................................................................................................................................. 42

4.7. Select Signatories for AF 4350 ............................................................................................................................ 43

4.8. Set Primary Eval as Complete ............................................................................................................................. 44

5. Complete 4350 Signatures ........................................................................................................................................... 45

5.1. Complete Pre-Signature Reviews ....................................................................................................................... 45

5.2. Record Non-Concurrence and Remarks ............................................................................................................ 45

5.3. Release 4350 for Signatures ................................................................................................................................ 46

5.4. Issue Signature Notifications ................................................................................................................................ 46

5.5. Sign AF Form 4350 ................................................................................................................................................ 47


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5.6. Export AF Form 4350 Out of PEX and Email It For Signature ........................................................................ 48

5.7. Complete Post-Signature Review (if applicable) ............................................................................................... 49

6. Evaluations Management – First of the Month .......................................................................................................... 50

6.1. Issue Email Notifications – Entering Eligibility Zone ......................................................................................... 50

6.2. Issue Email Notifications – Late Requisites ....................................................................................................... 50

6.3. Open Evals Entering/In Eligibility Zone ............................................................................................................... 51

7. Evaluations Management – Weekly/Monthly ............................................................................................................. 52

7.1. Check Status of 4350 Signatures/Issue Notifications ....................................................................................... 52

7.2. Review Status of Evals, Restrictions and Additional Training ......................................................................... 52

8. Evaluations Management – Reports ........................................................................................................................... 53

8.1. Trends in Eval Discrepancies ............................................................................................................................... 53

8.2. Generate Open Evals Reports ............................................................................................................................. 54

8.3. Generate Completed Evals Reports ................................................................................................................... 54

8.4. Generate Testing Report (if using SET module) ............................................................................................... 55

8.5. Conduct Annual SE Records Review for Individuals ........................................................................................ 56

8.6. Add a Minor Discrepancy ...................................................................................................................................... 57

8.7. Add a Major Discrepancy ...................................................................................................................................... 58

9. Evaluations Management – Ad Hoc ............................................................................................................................ 59

9.1. Create Evaluation Criteria File ............................................................................................................................. 59

9.2. Update/Modify Evaluation Criteria File ............................................................................................................... 62

9.3. Record SE Records Review on AF 4349 ........................................................................................................... 64

9.4. Record Individual’s Current Qualification(s) ....................................................................................................... 64

9.5. Create SE Folder Memo for Record (MFR) ....................................................................................................... 65

9.6. Sign SE Folder Memo for Record ........................................................................................................................ 66

9.7. Delete SE Folder Memo for Record .................................................................................................................... 66

9.8. Add Restrictions to Overdue Evaluations ........................................................................................................... 67

9.9. Document SIO Directed Downgrade ................................................................................................................... 68

9.10. Import Individuals’ Stan/Eval Data ................................................................................................................... 71

9.11. Print Individual’s Stan/Eval Record ................................................................................................................. 72

9.12. Adding a Waiver for an Existing Active Qual ................................................................................................. 73

10. Certifications.................................................................................................................................................................... 74

10.1. Add Certifications from Stan Eval Management ................................................................................................ 74

10.2. Decertify an individual from Stan Eval Management ......................................................................................... 75

Section II Stan/Eval Management (SEM) Process Flow Charts ................................................................................................ 77

SEM Flow Chart 1: Stan/Eval Module Setup ......................................................................................................................... 77

SEM Flow Chart 2: Personnel Record Transcription ............................................................................................................. 77


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SEM Flow Chart 3: First of each month – Eval Management ............................................................................................... 78

SEM Flow Chart 4: Eval Documentation: If Exam & Task Eval Can Occur Any Order ........................................................... 79

SEM Flow Chart 5: Eval Documentation: If Exams Must Be Completed Before Task Eval ................................................... 80

SEM Flow Chart 6: Eval Closeout and 4350 Signature Process ............................................................................................. 81

SEM Flow Chart 7: Convert PEX setup to new 24-month eval cycle .................................................................................... 82

SEM Flow Chart 8: Add Certifications to AF 4348 ................................................................................................................. 82

SEM Flow Chart 9: Decertify Individual on AF 4348 ............................................................................................................. 83

Section III MAJCOM SEM Policies ............................................................................................................................................ 84


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SECTION I: Process Overview for SEM Module

1. SEM Module Setup

1.1. Add Evaluation Prefixes, Types, and Requisites

PURPOSE: This checklist is used for setting up the correct eval prefixes, types and requisites that will be used when

conducting an eval. This should only need to be done during initial setup and when changes are made to your AFI 14-2

MDS vol 2 regarding these items.

Permissions/Roles Able to Execute This Checklist: ⁻ PEX Admin ⁻ SE Admin

Primary User(s) of this Checklist: ⁻ SE Admin

Step Navigation Action

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Stan Eval/

Management/

Setup/ Setup

1. In the Setup Items grid, select Eval Prefixes. If more than one squadron

is shown in the columns, ensure that under the Intel Unit you’ll be using,

you select N/N (No Notice), RQ (Requalification), and INIT (Initial).

2. In the Setup Items grid, select Eval Types. In the Eval types grid, there are many eval types already provided by PEX program in the Names column. Some eval types will need to be added manually. The tables below were made from the AFI 14-2MDSV2’s and tells which ones will be checked or added for your particular MDS. You should double check to ensure this matches your MDS Volume 2.

PEX delivered Eval Types

Periodic Eval Type Applies to MDSs

Yes MSN All MDSs

Yes EITCR All with EIT

Yes EITFP All with EIT

Yes EITPR All with EIT

Yes EITTH All with EIT

Yes EITVR All with EIT

Yes IE All MDSs

No SPOT All MDSs

No * QUAL All MDSs *Note: Qual is not periodic but PEX does mark it periodic by default and the checkbox will be grayed out. If Intel is in its own database, there is a script to uncheck the box. If a unit is in a database with their flyers, this script should not be used and the QUAL eval should be marked Inactive on each individual’s Person Details page so PEX will not track periodicity.


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Eval Types to be Manually Added Periodic Eval Type Applies to MDSs

Yes EIT All with EIT

Yes COBRA RC135

Yes EWO U2

Yes ACA F15C, F22, F16

Yes ISRLO ASOG

Yes IDOT ASOG

Yes SOLL II Only applies to some C-17 units. There is a conflict in the C-17 Vol 2. Para 2.5 says there is no formal SOLL II eval. Table 3.3 has eval criteria.

Yes MIC, (IOS)

MQ1/9 – IOS may be waived to a cert, if so do not include

Yes TWST B2, B52

Yes NMS B52

Yes MPC BCC

Yes IINST AETC-only: F15C, F16, F35

Yes AINST AETC-only: F16, F35

3. To manually add an eval type:

Click on the Add Eval Type button.

In the Add Eval Type pop-up window, enter the name as listed in the table above and check the Periodic box as appropriate.

Click Save Eval Type to close the window, or click Save and New to add another eval type.

4. In Setup Items grid, select Eval Requisites. In the Requisites grid, note

the requisites already provided by PEX program in the Names column. AFI 14-202 and 14-2 requisites already provided include: Knowledge Exam Open, Knowledge Exam Closed, and Vis Recce Exam. You should not need to do anything in this grid. Just ensure the requisites listed above are showing.

If you do need to add a requisite, click on the Add Requisite

button. In the Add Requisite pop-up window, enter the name of the

requisite. In the Type field, select Exam and the type of exam from

the dropdown menu (Open Book, Closed Book, etc) or select

Worksheet. Select Grade Type (either Grade or % score). Then

enter the Passing Grades (ie 1,2 or Q) or Passing % (ie 85).


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1.2. Set up Preferences

PURPOSE: This checklist is used for setting up the correct Stan Eval preferences per MAJCOM/unit guidance. This

should only need to be done during initial setup and when changes are made to AFI 14-202, your AFI 14-2 MDS vol 2.

Permissions/Roles Able to Execute This Checklist:

⁻ PEX Admin ⁻ SE Admin

Primary User(s) of this Checklist:

⁻ SE Admin


1. Stan Eval/

Management/

Setup/

Preferences

In Desired Months Settings grid, set the following:

1. Email Eval Notification

Select number of months prior to the 6-month eligibility window PEX will

add evaluatee‘s evaluation to the Notification Email list, at which point

SE Administrators can have PEX issue the email. Recommendation: 1

mo.

2. Flight/Task Completion

Select which month in the 6-month eligibility window by which time task

evals should ideally be completed, and if not designated complete, PEX will

color them orange and add them to the late list. Recommendation: 3 or 4.

3. Requisite Completion (i.e., Exam Completion)

Select which month in the 6-month eligibility window by which time task

evals should ideally be completed, and if not designated complete, PEX

will color them orange (late) and add them to various lists as flag to

management. Recommendation: 3 or 4.

2. Setup/

Preferences

1. In Signature Due grid, set the number of days after the eval is designated complete in PEX that all 4350 signatures should be entered.

Recommendation: 30 days

3. Setup/

Preferences

In Notification Mail grid:

1. o In the Mail From block, enter the email address to be used in the From line of each SEM notification email

Recommendations:

1. SE organization email

2. Chief of SE‘s email address 2. (optional) In the CC block, enter the email address(es) to which courtesy

copies of all SEM notification emails need to be sent. Place semi-colons between multiple addresses.

Recommendation: Evaluators or supervisors to ensure

they’re aware of all upcoming evals.


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4. Setup/

Preferences

In Stan Eval Rules grid:

1. Check the following rules in order to comply with AFI 14-202: “Additional training required to be complete NLT 2 months (2 months ANG/AFRC) after the eval flight is complete”, “Overdue or Failed evaluations place personnel in No-Go state (Red Ball)” and “Show personnel with missing qualifications as No-Go (Red Ball).

2. Under the last rule (Failed Requisite Exam preference), choose the radio button for the option you want. Whichever option you choose will ensure that when an individual fails an exam that is a requisite (No-Go) exam for a specific crew position that individual's Go/No-Go will display as either red (No-Go) or yellow (caution) for Stan Eval. If the individual holds multiple crew positions the Stan Eval ball for the other crew positions will not change unless the failed exam was also a No-Go exam for the other crew positions.

5. Setup/

Preferences

In Periodic Evaluation Expiration grid, set the Months field as indicated below:

1. 25 Months: All units except those with 20 month requirement in their 14-2MDS Volume 2. (Because PEX calculates the expiration on the first day of the month, entering 25 here makes eval expire at end of 24th month IAW AFI 14-202)

2. 20 Months: Only units with 20 month requirement in 14-2MDS Vol 2 & no MAJCOM waiver to use 24-month cycle.

6. Setup/

Preferences

1. In Eligibility Zone grid, set the Months field to 6.

7. Setup/

Preferences

1. In Default Eval Form grid, select Form 4350.

8. Setup/

Preferences

1. In Eval Form Signature Mode grid, select Digital.

9. Setup/

Preferences In Display MDS Series Letter grid, select No for all except F-15C and F-15E units

(these units will select Yes).

1. Note: The selection of ‗No is predicated upon the unit having followed the ISR checklists for setting up an ISR database and adhering to the guidance in the checklist for adding MDS(s) and tail numbers.

2. To verify the correct selection for your ISR unit:

Go to Menu>Setup>Squadrons module>Squadrons tab. Locate your

squadron. In the Display MDS in Dropdowns field for your squadron,

verify the MDSs listed.

Go to Menu>Maintenance>Aircraft module>MDS tab. Locate the MDS(s)

that you just verified in the Squadrons module apply to your unit.

If the MDS does NOT have a letter or number in the S column, select

No.

If the MDS DOES have a letter or number in the S column, select Yes.

10. Stan Eval/

Management/

Setup/

Preferences

In Email Zone Notification Template grid:

1. Make the following text edits to the last sentence of paragraph 1:

Replace ―Your evaluation flight with ―Your task

evaluation

2. (optional) Make other text edits necessary to avoid making repetitive changes in email notifications.

11. Setup/

Preferences In Email Late Requisites Template grid:

1. (optional) Make any unit-specified text edits deemed necessary.

TTP: If a unit wants to document the process of reviewing 4350s before signatures, follow the next step. Otherwise,

skip it.


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12. Setup/

Preferences In the Additional Eval Reviews grid:

1. To add pre-signature reviews:

o Next to “No Pre-Signature Reviews to Display” click the green + sign

next to “Add One”

o In the “Add Pre-Signature Review” pop-up window, enter the office

symbol for the first reviewer.

o To add additional pre-signature reviewers, right-click on the first office

symbol entered and select “Add” from the context menu.

2. To display the additional reviews and reviewer’s initials on the back of the 4350, check the block next to “Display Additional Reviewers on Form 8”. Note: this will display on 4350.

TTP: If a unit wants to document the process of reviewing 4350s after signatures, follow the next step. Otherwise, skip it and go

to 14.

13. Setup/ Preferences In the Additional Eval Reviews grid:

1. Check the block next to Require a “Posted” entry

2. If checked, the next line down will un-gray and may be selected.

3. If unit does not want 4350 to show in Section II of the Stan/Eval folder before Post

Signature Review is complete, check the box.

14 Setup/ Preferences In the Restriction Templates grid:

1. Click the +Add One button and enter a name and text for the restriction

template

Example: NAME is restricted from performing unsupervised TASK(S) until

HE/SHE is retrained and successfully completes a SPOT/MSN evaluation

14. Setup/ Preferences 1. At top of the preferences page, click on Save Preferences.


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1.3. Associate Eval Types/Requisites

PURPOSE: This checklist is used for matching up the different eval types with the appropriate requisites (exams) so

that when an evaluator opens an eval the correct exam(s) will be associated with it. This should only be done during

initial setup and when changes are made to AFI 14-202 or to your AFI 14-2 MDS Vol 2.




1. Stan Eval/

Management/

Setup/

Assoc Eval Types/Reqs

Refer to the table below for specific settings for each MDS/CP: 1. In Squadrons grid, select appropriate squadron.

2. In MDS grid, select appropriate MDS.

3. In Crew Position grid, select the appropriate CP to which eval types and requisites

are about to be associated.

4. Click on the Add/Edit Eval Types button o In the pop-up window, check the box next to all eval types that

should be associated to the MDS and CP (See table) o For the old EIT CPs (i.e. EIT TH, EIT PR…) that are no longer used

as of 5.12, go into each of the EIT CPs and ensure that all EIT eval types are still covered/associated

o Click Save 5. Next to each eval type that requires an exam, click on the Add/Edit

Requisites button. o In the Edit Associated Requisites pop-up window, check the box

next to any applicable exams to associate them to the eval type. (See table below)

o Click Save

TABLE 1.1 Associating Requisites and Eval Types MDS CP Eval

Type Requisites to associate

Remarks Knowledge Exam Closed

Vis Recce Exam

Knowledge Exam Open

A10 OPS MSN X X A10 OPS SPOT - - A10 OPS QUAL Use only if unit does in-house IQT & Qual eval A10 Tgts MSN X - A10 Tgts SPOT - - A10 Tgts IE - - A10 Tgts QUAL Use only if unit does in-house IQT & Qual eval A10 EITTH EIT - - A10 EITVR EIT - - A10 EITCR EIT - - A10 EITPR EIT - - A10 EITFP EIT - - A10 IE IE - - AFSOF FLYOP MSN X X AFSOF FLYOP SPOT - - AFSOF FLYOP QUAL Use only if unit does in-house IQT & Qual eval AFSOF RPAOP MSN X X AFSOF RPAOP SPOT - - AFSOF RPAOP QUAL Use only if unit does in-house IQT & Qual eval AFSOF ST MSN X X AFSOF ST SPOT - - AFSOF ST QUAL Use only if unit does in-house IQT & Qual eval AFSOF EITTH EIT X - AFSOF EITVR EIT

(X) X Add Knowledge Exam as work around to document multiple EIT quals on one 4350.

AFSOF EITCR EIT X -


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MDS CP Eval Type

Requisites to associate


Vis Recce Exam

Knowledge Exam Open

AFSOF EITPR EIT X - AFSOF EITFP EIT X - AFSOF IE IE - - ASOG ISRLO MSN ? ? Vol 1 says evals are required but only

guidance for how to do them is IAW 14-202 vol 2.

ASOG ISRLO SPOT - - ASOG ISRLO QUAL ASOG IDOT MSN ? ? ASOG IDOT SPOT - - ASOG IDOT QUAL Use only if unit does in-house IQT & Qual eval ASOG EITTH EIT ? - ASOG EITVR EIT

(?) ? Add Knowledge Exam as work around to document multiple EIT quals on one 4350.

ASOG EITCR EIT ? - ASOG EITPR EIT ? - ASOG EITFP EIT ? - ASOG IE IE - - B1 OPS MSN X X B1 OPS SPOT - - B1 OPS QUAL Use only if unit does in-house IQT & Qual eval B1 Tgts MSN X - B1 Tgts SPOT - - B1 Tgts QUAL Use only if unit does in-house IQT & Qual eval B1 EITTH EIT X - 14-2 ambiguous, unclear if exam is req’d B1 EITVR EIT


B1 EITCR EIT X - B1 EITPR EIT X - B1 EITFP EIT X - B1 IE IE - - B2 OPS MSN X X B2 OPS SPOT - - B2 OPS QUAL Use only if unit does in-house IQT & Qual eval B2 Tgts MSN X X B2 Tgts SPOT - - B2 Tgts QUAL Use only if unit does in-house IQT & Qual eval B2 TWST TWST - - B2 EITTH EIT X - B2 EITVR EIT


B2 EITCR EIT X - B2 EITPR EIT X - B2 EITFP EIT X - B2 may not do EITFP –unclear in 14-2 B2 IE IE - - B52 OPS MSN X X B52 OPS SPOT - - B52 OPS QUAL Use only if unit does in-house IQT & Qual eval B52 Tgts MSN X X B52 Tgts SPOT - - B52 Tgts QUAL Use only if unit does in-house IQT & Qual eval B52 TWST TWST - - B52 NMS NMS - - B52 EITTH EIT X - B52 EITVR EIT


B52 EITCR EIT X - B52 EITPR EIT X - B52 EITFP EIT X - B52 IE IE - - BCC INTEL MSN X - BCC INTEL SPOT - - BCC INTEL QUAL Use only if unit does in-house IQT & Qual eval BCC MPC MPC ? - ANGI is ambiguous on whether exam req’d BCC IE IE ? - C130 INTEL MSN X X


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MDS CP Eval Type



Vis Recce Exam

Knowledge Exam Open

C130 INTEL SPOT - - C130 INTEL QUAL Use only if unit does in-house IQT & Qual eval C130 EITTH EIT X - C130 EITVR EIT


C130 EITCR EIT X - C130 EITPR EIT X - C130 EITFP EIT X - C130 IE IE - - C17 INTEL MSN X X C17 INTEL SPOT - - C17 INTEL QUAL Use only if unit does in-house IQT & Qual eval C17 EITTH EIT X - C17 EITVR EIT


C17 EITCR EIT X - C17 EITPR EIT X - C17 EITFP EIT X - C17 SOLL SOLL II Only applies to certain C17 units C17 IE IE - - C5 INTEL MSN X X C5 INTEL SPOT - - C5 INTEL IE - - C5 INTEL QUAL Use only if unit does in-house IQT & Qual eval C5 EITTH EIT X - 14-2 ambiguous, unclear if exam is req’d C5 EITVR EIT


C5 EITCR EIT X - C5 EITPR EIT X - C5 EITFP EIT X - C5 IE IE - - C17 INTEL CRC INTEL MSN X - CRC INTEL SPOT - - CRC INTEL QUAL Use only if unit does in-house IQT & Qual eval CRC EITTH EIT - - CRC has no EITVR CRC EITCR EIT - - CRC EITPR EIT - - CRC EITFP EIT - - CRC IE IE - - CR INTEL MSN X X CR INTEL SPOT - - CR INTEL QUAL Use only if unit does in-house IQT & Qual eval CR EITTH EIT X - CR EITVR EIT


CR EITCR EIT X - CR EITPR EIT X - CR EITFP EIT X - CR IE IE - - DGSSOF MOC MSN X - X DGSSOF MOC IT - - - DGSSOF MOC SPOT - - - DGSSOF MOC QUAL Use only if unit does in-house IQT & Qual eval DGSSOF SCR MSN X - X DGSSOF SCR IT - - - DGSSOF SCR SPOT - - - DGSSOF SCR QUAL Use only if unit does in-house IQT & Qual eval DGSSOF MSA MSN X - X DGSSOF MSA IT - - - DGSSOF MSA SPOT - - - DGSSOF MSA QUAL Use only if unit does in-house IQT & Qual eval DGSSOF FMVA MSN X - X DGSSOF FMVA IT - - - DGSSOF FMVA SPOT - - -


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MDS CP Eval Type



Vis Recce Exam

Knowledge Exam Open

DGSSOF FMVA QUAL Use only if unit does in-house IQT & Qual eval DGSSOF GEO MSN X - X DGSSOF GEO IT - - - DGSSOF GEO SPOT - - - DGSSOF GEO QUAL Use only if unit does in-house IQT & Qual eval DGSSOF IE IE X - E3 INTEL MSN X X E3 INTEL SPOT - - E3 INTEL QUAL Use only if unit does in-house IQT & Qual eval E3 EITTH EIT X - 14-2 ambiguous, unclear if exam is req’d E3 EITVR EIT


E3 EITCR EIT X - E3 EITPR EIT X - E3 EITFP EIT X - E3 IE IE - - E8 OPS MSN X - 14-2 doesn’t specify open or closed book E8 OPS SPOT - - E8 OPS QUAL Use only if unit does in-house IQT & Qual eval E8 GA MSN X - 14-2 doesn’t specify open or closed book E8 GA SPOT - - E8 GA QUAL Use only if unit does in-house IQT & Qual eval E8 EITTH EIT X - 14-2 ambiguous, unclear if exam is req’d E8 EITVR EIT


E8 EITCR EIT X - E8 EITPR EIT X - E8 EITFP EIT X - E8 IE IE - - EC130 OPS MSN X X EC130 OPS SPOT - - EC130 OPS QUAL Use only if unit does in-house IQT & Qual eval EC130 CCATT MSN X - EC130 CCATT SPOT - - EC130 CCATT QUAL Use only if unit does in-house IQT & Qual eval EC130 EITTH EIT X - 14-2 ambiguous, unclear if exam is req’d EC130 EITVR EIT - - EC130 EITCR EIT X - EC130 EITPR EIT X - EC130 EITFP EIT X - EC130 IE IE - - F15C INTEL MSN X X F15C INTEL SPOT - - F15C INTEL QUAL Use only if unit does in-house IQT & Qual eval F15C ACA ACA - - F15C EITTH EIT - - F15C EITVR EIT - - F15C EITCR EIT - - F15C EITPR EIT - - F15C EITFP EIT - - F15C IE IE - - F15C* IINST IINST *Used for AETC IFTU instructor only F15E OPS MSN X X F15E OPS SPOT - - F15E OPS QUAL Use only if unit does in-house IQT & Qual eval F15E Tgts MSN X - F15E Tgts SPOT - - F15E Tgts QUAL Use only if unit does in-house IQT & Qual eval F15E EITTH EIT - - F15E EITVR EIT - - F15E EITCR EIT - - F15E EITPR EIT - - F15E EITFP EIT - -


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MDS CP Eval Type



Vis Recce Exam

Knowledge Exam Open

F15E IE IE - - F16 INTEL MSN X X F16 INTEL SPOT - - F16 INTEL QUAL Use only if unit does in-house IQT & Qual eval F16 ACA ACA - - F16 EITTH EIT - - F16 EITVR EIT - - F16 EITCR EIT - - F16 EITPR EIT - - F16 EITFP EIT - - F16 IE IE - - F16* AINST AINST *Used for AETC FTU instructor only F22 OPS MSN

X - VR exam only req’d on INIT MSN – work around

F22 OPS SPOT - - F22 OPS QUAL Use only if unit does in-house IQT & Qual eval F22 Tgts MSN

X - VR exam only req’d on INIT MSN – work around

F22 Tgts SPOT - - F22 Tgts QUAL Use only if unit does in-house IQT & Qual eval F22 ACA ACA - - F22 EITTH EIT X - 14-2 ambiguous, unclear if exam is req’d F22 EITVR EIT - - F22 EITCR EIT X - F22 EITPR EIT X - F22 EITFP EIT X - F22 IE IE - - F35 OPS MSN

F35 AFIs not published as of checklist publication

F35 TGT MSN F35 EITTH EIT F35 EITVR EIT F35 EITCR EIT F35 EITPR EIT F35 EITFP EIT F35 IE IE F35* IINST IINST *Used for AETC IFTU instructor only F35* AINST AINST *Used for AETC FTU instructor only GSMO ACQ SPAIA MSN X GSMO ACQ EIT EIT GSMO ACQ IE IE GSMO C2 ISA MSN X GSMO C2 EIT EIT GSMO C2 IE IE GSMO OPIR IA MSN X GSMO OPIR INMS MSN X GSMO OPIR EIT EIT GSMO OPIR IE IE GSMO RDR ISA MSN X GSMO RDR EIT EIT GSMO RDR IE IE KC-10 INTEL MSN X X KC-135/KC-10/KC-46 combined in new AFI KC-10 INTEL SPOT - - KC-10 INTEL QUAL Use only if unit does in-house IQT & Qual eval KC-10 EITTH EIT X - KC-10 EITVR EIT


KC-10 EITCR EIT X - KC-10 EITPR EIT X - KC-10 EITFP EIT X - KC-10 IE IE - - KC-135 INTEL MSN X X KC-135/KC-10/KC-46 combined in new AFI KC-135 INTEL SPOT - - KC-135 INTEL QUAL Use only if unit does in-house IQT & Qual eval


16

MDS CP Eval Type



Vis Recce Exam

Knowledge Exam Open

KC-135 EITTH EIT X - KC-135 EITVR EIT


KC-135 EITCR EIT X - KC-135 EITPR EIT X - KC-135 EITFP EIT X - KC-135 IE IE - - MC12 INTEL MSN X X Exams not req’d on INIT MSN – work around MC12 INTEL SPOT - - MC12 INTEL IE - - MC12 INTEL QUAL Use only if unit does in-house IQT & Qual eval MC12 EITTH EIT - - MC12 EITVR EIT - - MC12 EITCR EIT - - MC12 EITPR EIT - - MC12 EITFP EIT - - MMIII INTEL MSN

X AFGSCI 14-2MMIII doesn’t specify open/closed

MMIII IE IE MQ1/9 MSA MSN X - Exams not req’d on INIT MSN – work around MQ1/9 MSA SPOT - - MQ1/9 MSA IE - - MQ1/9 TDA MSN X - Exams not req’d on INIT MSN – work around MQ1/9 TDA SPOT - - MQ1/9 TDA IE - - MQ1/9 MIC MIC - - MQ1/9 IOS IOS - - If waived to be a cert do not set this qual up PR INTEL MSN X X PR INTEL SPOT - - PR INTEL IE - - PR INTEL QUAL Use only if unit does in-house IQT & Qual eval PR EITTH EIT - - PR EITVR EIT - - PR EITCR EIT - - PR EITPR EIT - - PR EITFP EIT - - RC135 INTEL MSN X X RC135 INTEL SPOT - - RC135 INTEL IE - - RC135 INTEL QUAL Use only if unit does in-house IQT & Qual eval RC135 CBALL COBR

A - -

RC135 EITTH EIT - - RC135 EITVR EIT - - RC135 EITCR EIT - - RC135 EITPR EIT - - RC135 EITFP EIT - - RQ4 INTEL MSN X - RQ4 INTEL SPOT - - RQ4 INTEL IE - - RQ4 INTEL QUAL Use only if unit does in-house IQT & Qual eval RQ4 EITTH EIT - - RQ4 has no EITVR RQ4 EITCR EIT - - RQ4 EITPR EIT - - RQ4 EITFP EIT - - SC DSC

OSC

ISA MSN X

SC DSC

OSC EIT EIT

SC DSC

OSC IE IE

SS SLOPS ISA MSN X SS SLOPS EIT EIT SS SLOPS IE IE


17

MDS CP Eval Type



Vis Recce Exam

Knowledge Exam Open

SS SSO IA MSN X SS SSO INMS MSN X SS SSO ISA MSN X SS SSO OSA MSN X SS SSO EIT EIT SS SSO IE IE TRNG TRNG MSN TRNG INST MSN TRNG MLI MSN TRNG CDCW MSN TRNG TRNGD MSN TRNG ATA MSN TRNG EITTH EIT TRNG EITVR EIT TRNG EITCR EIT TRNG EITPR EIT TRNG EITFP EIT U2 INTEL MSN X - U2 INTEL SPOT - - U2 INTEL QUAL Use only if unit does in-house IQT & Qual eval U2 EWO EWO X - U2 EITTH EIT - - U2 has no EITVR U2 EITCR EIT - - U2 EITPR EIT - - U2 EITFP EIT - - U2 IE IE - - VIP INTEL MSN X X VIP INTEL SPOT - - VIP INTEL QUAL Use only if unit does in-house IQT & Qual eval VIP EITTH EIT X - VIP EITVR EIT


VIP EITCR EIT X - VIP EITPR EIT X - VIP EITFP EIT X - VIP IE IE - -


18

1.4. Enter Mission Descriptions

PURPOSE: This checklist is used for attaching mission descriptions to each eval type. These are the comments that will appear on the back on the 4350 and they are the only place that all tasks evaluated will appear after the eval is complete (see below image for example of mission description). Refer to your AFI 14-2 MDS vol 2 table 2.1 to tailor each mission description.




⁻ SE Admin


1. Stan Eval/ Management/ Setup/ Mission Description

1. In Squadrons grid, ensure the appropriate squadron is selected. 2. In MDS grid, ensure the appropriate MDS is selected. 3. In Crew Position grid, select the appropriate CP. 4. Click the Add Mission Description button. 5. In the Add Mission Description pop-up window, either type in or copy/paste

the name and description from the table below. Units may (and will likely need to) edit the templates to ensure they cover all tasks evaluated.

6. Click on the Save or Save and New button to save the description and open a new, blank template window.

7. Repeat above steps until all templates for all unit MDS(s) and CPs are complete.

Note: If there is any Rich Text or parentheses in the mission descriptions, it can cause problems when signing 4350s. Copying and pasting these mission descriptions should work but if a Rich Text error is encountered when signing a 4350, the mission description used should be deleted and entered manually in PEX to ensure no Rich Text gets in.

Example of mission description on the back of a 4350:


19

Table 1.2 Mission Description Examples

These are only examples – use your 14-2 MDS to tailor

Eval Type Description Remarks

MSN 1. KNOWLEDGE DESCRIPTION. Knowledge Exam, Visual Recognition Exam. 2. TASK DESCRIPTION. Examinee’s task eval consisted of Threat Briefings, Situation Displays, Manual OB, Automated OB, Initial Sit Brief, Sit Brief, Changeover Brief, Deployment Brief, ATO/ACO/SPINS, Intel Spt to Msn Planning, Msn Pkg construction, Msn Briefing, Step Briefing, Msn Tracking, Debriefing, and Intel Reports.

INIT MSN

1. KNOWLEDGE DESCRIPTION. Knowledge Exam, Visual Recognition Exam. 2. TASK DESCRIPTION. Examinee’s task eval consisted of Threat Briefings, Situation Displays, Automated OB, Initial Sit Brief, Changeover Brief, Deployment Brief, ATO/ACO/SPINS, Intel Spt to Msn Planning, Msn Pkg construction, Msn Briefing, Step Briefing, Msn Tracking, Debriefing, and Intel Reports.

An INIT MSN mission description is only needed if the INIT MSN has different requirements from the MSN eval. If they are the same, only include a MSN mission description. (Notice in these examples, the tasks evaluated are slightly different).

EIT 1. KNOWLEDGE DESCRIPTION. Knowledge Exam, Visual Recognition Exam 2. TASK DESCRIPTION. Examinee’s task eval consisted of preparing and presenting external intelligence training for the following subjects: ___________. Ex. Threat, Visual Recognition, etc.

When recording grades, IE: 1. Deletes any exam that did not apply to the individual's eval 2. Replaces the fill-in-the-blank with the actual subject areas the examinee was evaluated for.

IE 1. KNOWLEDGE DESCRIPTION. N/A 2. TASK DESCRIPTION. Examinee evaluated a __________ evaluation.

When using this template, IE replaces the blank with the type of eval performed.

SPOT 1. KNOWLEDGE DESCRIPTION. N/A 2. TASK DESCRIPTION. Examinee was specifically evaluated on__________

When using this template, replace the blank with the task(s) the individual was evaluated on.

ACA 1. KNOWLEDGE DESCRIPTION. N/A 2. TASK DESCRIPTION. Examinee evaluated on ACA Mission Planning and Intelligence Execution.

This is an example of an additional qual template. It can be modified for any other additional qual such as MIC, etc.


20

1.5. Set up Eval Forms

PURPOSE: This checklist is used for identifying which individuals within your squadron will be allowed to sign off a 4350 as a Reviewing Officer, Final Approval Officer, Examiner (Evaluator) and Additional Training Officer/Certifying Official.




⁻ SE Admin


1. Stan Eval/ Management/ Setup/ Eval Forms

In Squadrons grid, ensure the appropriate squadron is selected.

In the following fields of the Eval Forms grid: 1. Stan Eval Form - ensure Form 4350 is selected for every user.

For any user, whose form is set to something other than 4350, click twice in the Stan Eval Form field until the drop-down error appears, click on the down arrow and select Form4350.

2. If an individual’s signature block on the evaluation form needs to display an organization different from their Squadron (identified in the Squadron column of the grid), enter the appropriate organization in the Eval Form Org column.

3. Reviewing Officer - click in the check boxes of all those individuals who will be signing as Reviewing Officer (RO) on the form 4350s (per AFI 14-202 vol 2, ROs are Supervisors).

4. Final Approving Officer - click in the check boxes of all those individuals who will be signing as Final Approving Officer (FAO) on the form 4350s.

Per AFI 14-202 vol 2, the SIO is usually the FAO. For SIO evaluations, the SIO‘s supervisor (e.g., the OSS/CC) serves as the FAO. If the SIO‘s supervisor is not assigned to the same squadron in PEX, contact the PEX Administrator for the database to have them ensure the SIO‘s supervisor is designated as an FAO in the database.

5. Default Reviewing Officer (RO) - click in the check box of the individual who will be signing as RO most frequently. This ensures their name will be listed first in the RO drop-down list.

6. Default Final Approving Officer - click in the check box of the SIO. This ensures their name will be listed first in the FAO dropdown list.

7. Examiner - click in the check box of all individuals who are IEs. 8. Add Tng Officer / Cert Official - click in the check box of all those trainers who

can be designated to:

sign off an individual’s additional training (i.e., remedial training in a

subject or on a task), which they were assigned due to their performance

in a previous evaluation and which must be successfully completed

before they can be re- checked. (These are usually your senior

trainers/instructors and/or SMEs in the subject area.)

remove restrictions 9. Click on the Save Changes button at the top when all changes have been

made.


21

1.6. Import Eval Criteria

PURPOSE: This checklist will show you how to import an eval criteria (evalcrit) file in order to build your eval profiles. Note: If you cannot locate your MDS eval criteria file on the PEX website (https://cs1.eis.af.mil/sites/pex/default.aspx ), mailto:contact the ISR Technical Support Team at [email protected] to confirm the status of the file. If the file has not yet been created, units may create their own evalcrit files following Checklist SEM 9-1 Create Evaluation Criteria File. Contact the ISR Technical Support Team at [email protected] to confirm the status of the file. If the file has not yet been created, units may create their own evalcrit files following Checklist SEM 9-1 Create Evaluation Criteria File.




1. Stan Eval/ Management/ Setup/ Eval Criteria

1. In the Selections grid on the left, ensure the correct squadron, MDS and

CP are selected.

IF IMPORTING AN EVALCRIT FILE FROM THE PEX WEBSITE: Note: Using this procedure will allow you to modify the file before applying it but will not bring in any eval profiles that may be included in .XML files. .evalcrit files never include eval profiles and this is the only way to use an evalcrit file.

2. Click on the Evaluation Criteria Tool tab at the top of the center grid.

3. In the center grid, click on the Open button.

4. In the Windows Open window, navigate to the location of the

.evalcrit file and click on the file name. Click Open.

To see the grading areas under each section, click on the small

arrow to the left of each section title.

5. Click the Apply button. A window will pop up asking if you want to save the eval criteria file. If you have not made any changes to it then it is not necessary to save it. Click “No” and another window will pop up warning you that applying the criteria will destroy the current criteria as well as any profiles. If you are sure that you want to apply the new criteria file and build new profiles using the criteria, click YES.

*Note that you will have to repeat this process (importing and applying criteria file) for each crew position you have. (.XML FILE FROM THE PEX WEBSITE—Not used by most units; DCGS uses .XML. For instructions see 5.13 DCGS SEM checklist)

Note: Using this procedure will bring in eval profiles that may be included in .XML files but the eval criteria and eval profiles cannot be edited.

https://cs1.eis.af.mil/sites/pex/default.aspx




22

1.7. Create Profiles for Eval Types

PURPOSE: The purpose of this checklist is to show you how to build eval profiles based on the eval criteria that was imported in the previous checklist. Refer to the below table to identify which profiles need to be built for your MDS and Crew Position(s). Notes: 1 - Profiles may be added to either .xml or evalcrit files, but profiles MUST be (re)created every time a new evalcrit file is opened and applied in the to a crew position from the Eval Criteria Tool tab. 2 - If an XML eval criteria file was imported using the import button, the imported profiles cannot be edited or deleted. The only option for .xml files is to build additional new profiles using this checklist.




⁻ SE Admin


1. Stan Eval/

Management/

Setup/

Eval Criteria

1. In the Selections grid on the left, ensure the correct squadron, MDS and

CP are selected.

2. Click on the Evaluation Criteria tab at the top of the center grid.

3. Click on the Add Profile button.

4. In the Add Profile pop-up window:

Enter profile name based on the eval type (e.g., MSN, INIT MSN, IE,

SPOT).

In the Required column, click on the radio button of each required

grading area.

(Optional) In the Desired column, click on the radio button for each

grading area your unit elects to include as optional grading areas for the

eval. Used for EIT and SPOT evals.

Click Save.

5. Repeat actions 1-4 until all unique profiles have been created for each crew position.

NOTE: If the eval criteria file associated with an MDS and CP does not include all necessary grading areas:

If it was imported or applied as an .evalcrit file, refer to Checklist

SEM 9-2 Update/Modify Evaluation Criteria File.

If it was imported as an .xml file, refer to Checklist SEM

9-1 Create Evaluation Criteria File because the only option is to

create a new file.


23

Table 1.3 Eval Profiles

MDS CP

Profiles to Build (X=Required, O=Optional)

MS

N1

INIT

MS

N2

IE

SP

OT

3

EIT

4

QU

AL

MIC

AC

A

SO

LL I

I

TW

ST

NM

S

IOS

CO

BR

A

EW

O

IT

MP

C

IIN

ST

AIN

ST

All w/ EITTH X All w/ EITVR X All w/ EITC

R X

All w/ EITPR X All w/ EITFP X All w/ IE X A10 OPS X X O A10 Tgts X X O AFSOF FLYO

P X X O

AFSOF RPAOP

X X O

AFSOF ST X X O ASOG ISRL

O X X

ASOG IDOT X X B1 OPS X X O B1 Tgts X X O B2 OPS X X X O B2 Tgts X X X O B2 TWST X B52 OPS X X O B52 Tgts X X O B52 TWST X B52 NMS X BCC INTEL X X O BCC MPC X C130 INTEL X X X C17 INTEL X X X O C5 INTEL X X X CRC INTEL X X O CR INTEL X X DGSSOF MOC X X O X DGSSOF SCR X X O X DGSSOF MSA X X O X DGSSOF FMVA X X O X DGSSOF GEO X X O X E3 INTEL X X O E8 OPS X X O E8 GA X X O EC130 OPS X X O EC130 CCAT

T X X O

F15C INTEL X X O F15C ACA X F15C (AETC)

IINST X

F15E OPS X X O F15E Tgts X X O F16 INTEL X X O F16 ACA X F16 (AETC)

AINST X

F22 OPS X X O F22 Tgts X X O F22 ACA X F35 OPS F35 TGT


24

MDS CP

Profiles to Build (X=Required, O=Optional)

MS

N1

INIT

MS

N2

IE

SP

OT

3

EIT

4

QU

AL

MIC

AC

A

SO

LL I

I

TW

ST

NM

S

IOS

CO

BR

A

EW

O

IT

MP

C

IIN

ST

AIN

ST

F35 (AETC)

IINST X

F35 (AETC)

AINST X

GSMO ACQ SPAIA X X GSMO ACQ EIT X GSMO ACQ IE GSMO C2 ISA X X GSMO C2 EIT X GSMO C2 IE GSMO OPIR IA X X GSMO OPIR INMS X X GSMO OPIR EIT X GSMO OPIR IE GSMO RDR ISA X X GSMO RDR EIT X GSMO RDR IE KC-10 INTEL X X X KC-135 INTEL X X X MC12 INTEL X X O MMIII INTEL X X O MQ1/9 MSA X X O MQ1/9 TDA X X O MQ1/9 MIC X MQ1/9 IOS X PR INTEL X X O RC135 INTEL X X X O RC135 CBAL

L X

RQ4 INTEL X X X O SS DSC ISA X X SS DSC EIT X SS DSC IE SS OSC ISA X X SS OSC EIT X SS OSC IE SS SLOPS ISA X X SS SLOPS EIT X SS SLOPS IE SS SSO IA X X SS SSO INMS X X SS SSO ISA X X SS SSO OSA X X SS SSO EIT X SS SSO IE TRNG TRNG X TRNG INST X TRNG MLI X TRNG CDC

W X

TRNG TRNGD

X

TRNG ATA X U2 INTEL X X X O U2 EWO X VIP INTEL X X X 1. 14-2 required MSN task eval items should be marked Required. Leave exams marked N/A. 2. 14-2 required INIT MSN task eval items should be marked Required. Leave exams marked N/A. 3. SPOT evals should have all MSN eval items marked Desired. Leave exams marked N/A. 4. All EIT profiles should have all EIT tasks marked Desired. Leave exams marked N/A.


25

2. Transcribe Individuals’ Historical Evals, 4349s and MFRs Note: These procedures are only used when initially putting a person’s previous qualifications into PEX. Once your unit is using PEX to document evals, the Qualifications grid, eval forms, and 4349 will be populated automatically.

2.1. Attach MFRs to an individual or multiple personnel at same time

PURPOSE: The purpose of this checklist is to show you how to attach a Memo For Record to an individual’s SE folder. Note: MFR’s must be in PDF, XFDL, .jpeg, or .png format. Ensure all MFR’s you want to import are accessible from the computer you are using to access PEX. Permissions/Roles Able to Execute This Checklist:




1. Stan Eval/ Management / Personnel

1. Click on Import Forms

2. Import Forms window 1. Click on MFR on the left side of the window. 2. Click on the Select People button near top of window

a. In the Select People pop-up window, you can filter by typing the first few letter of a person’s last name if desired.

b. Check the box next to each person you want to apply the MFR to c. Click OK when finished selecting people

3. In the Description block, type the description you want to appear in the Eval Forms/MFR block on the person’s Person Details page

4. Choose the Date of the MFR 5. Click the Browse button to attach a PDF or XFDL file –or—Click the Import

Image radio button and click in the box that says “Click to Import.” if you have a JPG or PNG file

6. Once you have completed all the necessary steps, the Save button at the top left of the window will be active and you can click it to save the MFR.

Note that you may upload other forms this same way by selecting the correct form instead of MFR but only to one person at a time.


26

2.2. Attach 4350s to SE Folders

PURPOSE: The purpose of this checklist is to show you how to attach a soft copy 4350 to an individual’s SE folder. Note: If you have digitally signed 4350’s in XFDL format, you can import them. If forms must be scanned, save them as PDF, .JPEG, or .PNG files. Ensure all forms you want to import are accessible from the computer you are using to access PEX. Permissions/Roles Able to Execute This Checklist:



⁻ SE Admin


1. Stan Eval/ Management/

Access an individual’s Person Details page from one of the following

options: 1. The Search Personnel field In the upper right corner of most

SEM windows,

2. From the SEM Personnel menu:

o select Name Search and enter the name of the person

o select Advanced Search and click on the short name of

the individual

o select Most Recent People and select individual from the short list of

recently accessed individuals

2. Stan Eval/

Management/ Person

Details page of Indiv

1. Click on the Forms button at the top of the page. 2. Select Import Scanned Forms. 3. In the Import Scanned Forms for [individual] pop-up window:

□ In the Form Type grid, click on AF 4350.

□ In the Description field, enter the MDS and eval type (e.g., C130 INIT

MSN).

□ Enter/select the date of the 4350, using the same date as is found in the

Date Completed field of the scanned 4350.

□ Click on the correct radio button to import the file type you have

(PDF/XFDL or JPG/PNG).

Click either on Browse (for PDF/XFDL) or in the large rectangle with

the phrase ―Click to upload form image (for JPG/PNG).

□ Navigate to where the copy of the appropriate 4350 is saved. Click on the

Open button.

□ Click on Save Form File or Save Form Image button (whichever is

displayed depending on file type) at the bottom right. Alternately, click

Save and New to continue importing files.


27

2.3. Attach 4349 to SE Folder / Manually Add 4349 Entries

PURPOSE: The purpose of this checklist is to show you how to attach a soft copy 4349 to an individual’s SE folder. Note: If the individual has fewer than 10 historical evals logged on the 4349, it is just as fast to add the AF4349 Entries manually. Permissions/Roles Able to Execute This Checklist:




IF ATTACHING COPY OF 4349 TO SE FOLDER:

TTP: Form 4349 can be imported in XFDL format or if scanned as a PDF, .jpg, or .png. Ensure it is accessible from same workstation you’re using to access PEX.




SEM windows,




the individual



2. Stan Eval/

Management/ Person

Details page of

Individual

1. Click on the Forms button at the top of the page. 2. Select Import Scanned Forms. 3. In the Import Scanned Forms for [individual] pop-up window:

In the Form Type grid, click on AF 4349.

In the Description field, enter the Unit and time period covered

(e.g., 214RG 2010-2012).

In the Date field, enter/select the date of the last 4350 recorded on the

4349.

□ Click on the correct radio button to import the file type you have

(PDF/XFDL or JPG/PNG).

Click either on Browse (for PDF/XFDL) or in the large rectangle with

the phrase ―Click to upload form image (for JPG/PNG).

□ Navigate to where the copy of the appropriate 4349 is saved. Click on the

Open button.

□ Click on Save Form File or Save Form Image button (whichever is

displayed depending on file type) at the bottom right. Alternately, click

Save and New to continue importing files.


28

IF ADDING AF4349 ENTRIES MANUALLY:

1. Stan Eval/ Management/ Person Details page of Individual

1. Right click on AF4349 grid.

2. Select Add one under AF4349 Entry.

3. In the Add AF4349 Entry pop-up window: In the Unit Type/Crew Position field, enter MDS/Crew Position

(e.g., C-17/Intel)

In the Type of Evaluation field, enter the eval type with any applicable

prefixes (e.g., INIT MSN).

In the Date Completed field, enter the date in the Date Completed field

of the original 4349 or the Date field of the associated Imported Form

4350 in the EVAL FORMS/MFR

grid above.

In the Qual Level field, enter the qual level for the evaluation

(e.g., 1, 2 or 3)

In the Unit field, enter the unit that conducted and documented the

evaluation.

4. Click on the Save 4349 Entry button or Save and New button as appropriate.


29

2.4. Add Individual’s Current Qualifications

PURPOSE: The purpose of this checklist is to show you how to manually add an individual’s current qualifications to their Stan Eval folder. Permissions/Roles Able to Execute This Checklist:



⁻ SE Admin



Access an individual‘s Person Details page from one of the following


SEM windows,




the individual



2. Stan Eval/

Management/ Person

Details page of

Individual

1. Click on New button at the top of the page 2. Select Qualification.in the drop-down selection 3. In the Add Qualification pop-up window, select the following information

relative to their last evaluation for the qualification being entered:

□ MDS grid – select the correct MDS

□ Qual Code grid - select the highest Qual Code level the individual holds for

the qualification

E - evaluator qualified (highest level),

I - instructor level qualified but not evaluator level, and used for

any EIT quals,

M - mission-level qualified (most common level, always used if last

eval was an INIT eval)

□ Crew Position grid – select the correct Crew Position

Last Evaluation (Flight Phase) – select the date of the 4350

Waiver Expiration Date – If the individual has been granted a waiver for

the qualification, enter the date the waiver will expire (not usually required

for most transcriptions)

Prefix grid – select the prefix, if any, that applies (based on what the

4350 indicates)

Qualification grid – select the qualification

Remarks grid – Enter any remarks SE administration may want to maintain

on the qualification; this information does not display in any eval forms. 4. Click on the Save Qualification button if it’s the last qualification being

recorded for the individual or the Save and New button if more qualifications need to be recorded.


30

3. Open Evaluations

3.1. Open an Evaluation

PURPOSE: The purpose of this checklist is to show you how to open an evaluation for an individual. This is the normal way evals are documented in PEX and when completed, the Qualifications, Eval Forms, and 4349 grids will be populated automatically.


⁻ PEX Admin ⁻ SE Admin ⁻ IE


⁻ SE Admin




options: 1. Search Personnel field in upper right corner of most SEM

windows,

2. From SEM Personnel menu:

o select Name Search and type the name of the person

o select Advanced Search and click on the short name of the

o individual

o o select Most Recent People and select individual from the

short list of recently accessed individuals

2.

Stan Eval/

Management/ Person

Details page of

Individual

1. Click on New button at the top of the page. 2. Select Evaluation.

3. Add Evaluation pop-up

window

1. In the Add Evaluation pop-up window, enter/select the following information relative to the evaluation being opened:

Eval in grid – correct MDS

Qual Code grid - select the Qual Code level for which the individual is

being evaluated:

o E - evaluator qualified (highest level),

o I - instructor level qualified but not evaluator level (only used in a

few MDS’s)

o M - mission-level qualified (most common level, always

used for INIT evals)

Crew Position grid – select the correct Crew Position


31

Also Update grid

If the evaluation is a multi-MDS eval, select additional MDSs for

which the evaluation will also count. The MDS’s must have identical

CP names for this to work.

If the evaluation is covers multiple CPs within a single MDS,

select the CP/Qual radio button above the block and then select

additional CPs that will be evaluated.

Note: when combining multiple CPs, the CP selected in the dropdown (not in the

Also Update grid) decides what requisites apply. This means units with AFSOF, B1,

B2, B52, C130, C5, C17, E3, E8, TANKER, or VIP MDSs should always select

EITVR in the dropdown so the correct exams apply when documenting multiple EIT

evals on the same form so both exams will show as required. Units with A10, CRC,

CR, EC130, F15C, F15E, F16, F22, KC135, MC12, PR, or RC135 should select any

EIT other than EITVR in the dropdown (assuming the unit is set up correctly IAW

section 1).

Note: It is not possible to document multiple MDSs and multiple CPs on the same

4350. It is also not a good practice to combine evals with different prefixes (INIT

EITxx with a periodic MSN) or evals that receive different grades (1, 2, or 3). These

will not be clear on the 4350 or 4349 and should be broken out as separate evals.

o Prefixes and Eval Types grid –

o click on the evaluation(s) to be documented on this single 4350 o If a prefix applies (INIT, N/N, RQ), click on the Edit Prefix(es)

button. In the Edit Prefixes for Qual window, click on the prefix that applies.

Note: select RQ if the evaluation is a re-qualification eval

following an SIO Directed Downgrade.

o Eval Form Type grid– AF 4350

o Qualification Period Generated by This Evaluation grid – 25 months per AFI 14-202; 20 months for MDS’s with that requirement still in their AFI 14-2; 18 months for DCGS and RPA units

o Next Eligibility Zone grid – 6 month zone

o Other Options grid – select only as applicable

Recheck Evaluation – Select this only for rechecks from an SIO Directed

Downgrade. (Note: Normally, for any other failed evals (Q3), 14-202

rechecks are documented in the same evaluation with a 2nd worksheet, not as

a separate eval—allowing PEX to record the 3/1 or 3/2 grade in Section II of

the 4350.)

Commander Directed Downgrade – Select this only if documenting an SIO

Directed Downgrade. Reference SIO Directed Downgrade Checklist for

specific instructions for this situation

Remarks grid (optional) – Enter any remarks/guidance SE administration

may want to provide/maintain re the eval; this information does not display

on any eval forms.


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□ Click on the Save Evaluation button.

This will open the Eval Details window. Either proceed to Add Evaluation

Worksheet Checklist or close the window, leaving the IE to open the

worksheet when they are ready to record the evaluation grades and

comments.

Note: At this point you may want to click the View Form button to ensure info is filled

out correctly so far. If you notice NOT FOUND is showing where the Organization

should be listed, the fix is to have your unit administrator go to Setup->Personnel and

put the individual’s office symbol in the office symbol field. After that, the organization

should show on the form. This should not be necessary in PEX 5.12 though.

3.2. Add Evaluation Worksheet

PURPOSE: The purpose of this checklist is to show you how to add an evaluation worksheet to an open evaluation. Permissions/Roles Able to Execute This Checklist:


Primary User(s) of this Checklist: ⁻ IE





SEM windows,




the individual



2. Stan Eval/ Management/ Person Details page/Open Evaluations

In the Open Evaluations grid, click on entry of the Eval Type field

(e.g., MSN). This will open the Eval Details page.


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3. Eval Details Pop Up Window

IF CREATING WORKSHEET FOR NORMAL EVAL, FOLLOW THESE PROCEDURES. For Task Recheck worksheets, refer to Step 4 of this checklist.

1. Click on the Add button near the top left of the page.

2. Select Add Worksheet.

3. In the Create New Worksheet pop-up window, enter/select the following:

Worksheet Type grid: select Evaluation

Worksheet Name: add

Eval Profile grid: Select the eval profile appropriate for the evaluation

being set up/documented.

NOTE: Combination evaluations should have a separate profile (i.e., worksheet) for each eval being recorded together. Example: MSN/IE evals may be recorded on the same 4350 per AFI 14-202 Vol 2, but each requires its own profile/worksheet. Note that 25AF policy prohibits this option for 25AF unit evaluations and each eval type must be on its own 4350.

Eval Types grid: Select the type of eval (e.g., MSN)

Examiner button: This will open the Choose Examiner for

Worksheet window.

If necessary to filter through many names, in the Filter field, type the

first 1-3 letters of the individual’s last name.

Click on the individual’s row to highlight them.

Click OK at the bottom of the window.

Mission Description button: This will open the Choose a

Mission Description pop-up window.

Click on the down arrow by Template.

Select the best description template from drop down list.

In the description grid, edit the description as

necessary/appropriate per unit policy.


Date grid: Enter/select the date the task evaluation was completed. (If not known yet, leave it defaulted to today’s date or select a planned/scheduled date. The date can be edited later if necessary.)

Click on the Save button when finished.

The task eval grades and comments can be recorded now (reference Checklist SEM 4.1 Record Task Eval Completion in Worksheet), or the worksheet can be exited and grades recorded later.

Click on the X at the top right of the window to close


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4. Stan Eval/ Management/ Person Details page/ Eval Details Pop Up Window

TO CREATE WORKSHEETS FOR TASK RECHECKS 1. In the Open Evaluations grid, click on entry of the Eval Type field

(e.g., MSN). This will open the Eval Details page. 2. Click on the Add button near the top left of the page. 3. 2. Select Add Worksheet. 4. 3. In the Create New Worksheet pop-up window, enter/select the

following:

Worksheet Type grid: select Ground Recheck

(Note: The ‘Ground Recheck’ option will only appear if the first worksheet for a task eval was given an overall grade of 3 and the evaluator indicated that a Flight or Ground Recheck was required.)

Eval Profile grid: Select the eval profile appropriate for the evaluation

for which the Recheck is being performed.

Eval Types grid: Select the type of eval (e.g., MSN)


Worksheet window.

Click on the individual’s row to highlight them.




• Click on the down arrow by Template.

• Select the best description template from drop down list.

• Edit the description to begin Examinee’s task recheck

consisted of…. and list tasks individual was specifically re-checked on.

For DCGS evals, indicate which events were conducted in a

simulated setting.

• Click OK at the bottom of the window.

Date grid: Enter/select the date the task recheck was completed. (If

not known yet, leave it defaulted to today’s date or select a

planned/scheduled date. The date can be edited later if necessary.)

In the Worksheet Name field, replace GROUND RECHECK

with TASK RECHECK.

• The task eval grades and comments can be recorded now (reference

Checklist SEM 4.1 Record Task Eval Completion in Worksheet), or the

worksheet can be exited and grades recorded later.

Click on the X at the top right of the window to close.


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4. Enter Evaluation Completion Data

4.1. Record Task Eval Completion in Worksheet

PURPOSE: The purpose of this checklist is to show you how to record the task eval completion in a worksheet. Permissions/Roles Able to Execute This Checklist:



⁻ IE

Step Navigation Action 1. Stan Eval/

Management/

Person Details/

Eval Details

1. I n the Open Evaluations grid, click on entry of the Eval Type field


2. In the Worksheets grid, click on the name of the worksheet to be opened.

This will open the Eval Worksheet pop-up window.

2. Stan Eval/

Management/

Person Details/

Eval Details/

Eval

Worksheet

3. In the Date field – select/enter the date the task eval was completed 4. If the IE (listed as Examiner at top of worksheet) needs to be changed:

Click on the Examiner button at the top left.

Click on the right IE’s name.

Click OK.

5. If the evaluation description needs to be verified/updated, click on the Mission Description button. In the Choose a Mission

Description window, either:

p re-select the correct template by clicking on the down arrow, or

edit the text to fill in the blanks in the template or tailor the text.

Click OK.

6. Click on the Q Area Grades button.

7. Select Grade All Areas Q.

8. For each required area receiving a grade of less than Q:

Click in the applicable Q- or U box as appropriate.

In the Worksheet

Area Grade pop-up

window

Recheck Required grid – select one of the following:

o If no recheck is required, leave No Recheck highlighted.

o If individual requires a recheck, click on Ground.

Trending Eval Types grid - click on the eval type listed

Discrepancy grid – enter the description of the issue/problem(s) warranting

the grade

Debriefed box - If the examinee was debriefed on the discrepancies during debrief and no further actions on their part are required for the eval, check the box.


36

Additional Flight Training grid - If the examinee requires additional training on a TASK, enter the details about the required training and set the Due Date

Additional Ground Training grid - If the examinee requires additional training in a KNOWLEDGE area, enter the details about the required training and set the Due Date.

TTP: Per AFI 14-202 Vol 2 due date is 30 days after assigned for AD, and 2 UTAs for Guard/Reserve).

Add a Restriction grid - If the examinee is to be placed on restriction

when performing position or specialized duties until successful

completion of additional training, enter the details about the restrictions to be

enforced.

Example: Must be supervised when preparing and presenting pre- mission briefings until successful completion of task recheck.

Supervised Status box - If the examinee is to be supervised when

performing position or specialized duties until successful

completion of additional training, click in the box.

Click OK.

7. Record grades for any non-required areas, if applicable.

8. If recording commendable notes, in the appropriate grading area row, select

the Add + button. In the Commendable Note pop-up window, enter the positive

comments. Click Save.

9. Click on the Worksheet Grade button near the top.

In the Worksheet Grade pop-up window:

Select the overall grade (1, 2, or 3) from the drop-down menu.

o You must select 3 if the task eval requires a Task Recheck or a

Knowledge Recheck.

Click OK.

10. Click on the Save button near the top.

11. Close the Eval Worksheet window by clicking on the X in the upper right corner of

the window.

For evals where 2 IE’s evaluated different parts of the eval

□ 2 worksheets can be added and each evaluator can grade only the items

they saw (leave the others blank – and do not use the “Grade all

(required) areas Q” options).

□ Mission descriptions associated with each worksheet should be modified

to include only the correct evaluated elements.

□ The evaluators will have to ensure that between them, all required areas

were covered. PEX will not help ensure that.

When signing the 4350, the 1st evaluator’s signature will be at the top of the back of

the form. The 2nd evaluator’s signature will be on the front as normal.


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3. Eval Details Note: Normally, if an individual fails an eval on the first attempt, a second

recheck worksheet is attached to the eval and the 4350 will reflect that

they failed the first attempt and passed the second. However, this

procedure can be followed to close out the eval as a failure if needed.

1. If the individual received an overall Q-3 for the evaluation (i.e., the 4350 will

be closed out as a 3 and the individual will require a RQ eval), scroll down to

the Additional Comments grid.

2. Click on Add Comment button.

3. In the Additional Comments pop-up window, enter text to indicate whether the entire evaluation must be re-accomplished or which specific grading areas/subareas must be re-accomplished.

Example: Recheck will consist of Debriefing skills.

4. Click on Save. 5. In the Personnel module, Quals tab, downgrade individual’s

Qual Status code to U – Unqualified, Requires RQ.


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4.2. Record Requisite (Exam) Completion

PURPOSE: The purpose of this checklist is to show you how to record the completion of the requisite(s) (exams) that go along with an eval. This can be done manually (step 1) or the exam score can be linked if the exam was taken using the SE Testing module (step 2). Permissions/Roles Able to Execute This Checklist:




1. Stan Eval/

Management/

Person

Details/Open

Evaluations/Eval

Details

TO ADD A GRADE MANUALLY (not using exam taken in PEX): 1. I n the Open Evaluations grid, click on entry of the Eval Type field

(e.g., MSN). This will open the Eval Details page. 2. In the Worksheets grid, click on the name of the worksheet to be opened. 3. This will open the Eval Worksheet pop-up window.

In the Requisites grid, right click on a requisite listed. 4. In the pop-up menu, select Add Manual Grade.

5. In the following grids of the Enter Manual Exam Grade window, enter/select the following relative to the exam being recorded:

Exam Name – already filled in; normally do not add anything

Completed Date – date exam was completed

Grade – percentage grade

o If recording a failed grade, the Add a Restriction? pop- up window will appear asking if you want to add a restriction. Click Yes. o In the Add Restriction pop-up window:

Restriction Description field – enter text to the effect ―Placed on Supervised status until successful completion of re-exam IAW AFI 14- 202 vol 2.

Supervised Status field – ensure it is checked Date Assigned field – date individual failed exam

Click OK.

If documenting a Task Recheck resulting from an SIO Directed

Downgrade and the recheck did not require an exam, enter the date and

grade the individual last successfully completed the exam for the eval type

which was downgraded.

6. Click the OK button if you did not record a failed grade.

2. Stan Eval/

Management/

Person

Details/Open

Evaluations/

Eval Details

TO LINK TO AN EXAM RECORDED IN THE PEX Stan/Eval Testing (SET)

MODULE: 1. I n the Open Evaluations grid, click on entry of the Eval Type field


2. In the Worksheets grid, click on the name of the worksheet to be opened. 3. This will open the Eval Worksheet pop-up window.

4 . I n t h e Re q u is i t es g r i d , r i gh t c l i c k on a re qu is i t e l i s t ed . 5. In the pop-up menu, select Import a Graded Exam.

6. In the Import Grade From Exam window, highlight the correct exam by clicking in the row.


39

o If importing a failed grade, the Add a Restriction? pop- up

window will appear asking if you want to add a restriction.

Click Yes.

o In the Add Restriction pop-up window: Restriction Description– enter text similar to the following:

On Supervised status until successful completion of

failed [exam name], (percentage grade), [date of failed

exam].

Supervised Status– ensure it is checked Date Assigned– date individual failed exam

Click OK.

7. Click the Import button, if the grade imported was passing.

3.

Stan Eval/ Management/ Person Details page/Open Evaluations/ Eval Details

TO CREATE WORKSHEETS TO DOCUMENT FAILED EXAMS AS KNOWLEDGE DISCREPANCIES:

1. I n the Open Evaluations grid, click on entry of the Eval Type field

(e.g., MSN). This will open the Eval Details page. 2. In the Worksheets grid, click on the name of the worksheet to be opened. 3. This will open the Eval Worksheet pop-up window.

Click on the Add button near the top left of the page.


4.

In the Create New

Worksheet pop-up

window…

Enter/select the following:

Worksheet Type grid: Select Requisite

Note: This allows the details for the failed eval to be properly inserted on the 4350 in

the Knowledge sub- paragraph of the Examiner’s Remarks, para B. Discrepancies.

Eval Profile grid: Use the Failed Exam profile.


Worksheet window.

Click on the row of the evaluator for the eval for which the failed

requisite was originally taken.




Click on the down arrow by Template.

Select any description template from drop down list as the

information is never displayed on 4350.


Date grid: Enter/select the date the exam was completed. (If not known yet, leave it defaulted to today’s date or select a planned/scheduled date. The date can be edited later if necessary.)

In the Worksheet Name field, replace EPE with Failed [insert exam name]. (e.g., Failed VR Exam)

Click on the Create Worksheet button.

This opens the Eval Worksheet window.


40

5. In the Eval Worksheet window

For the requisite receiving a U, Click in the U box.

6. In the Worksheet Area Grade pop-up window

Select / enter the following:

Recheck Required grid – Select Ground Recheck.

Trending Eval Types grid - click on the correct eval type.

Discrepancy grid – enter the description of the issue/problem(s) warranting the

grade

□ Additional Ground Training grid - Enter the details about the required

training (e.g., SSgt Simpson must review SA-10 and 12 performance

parameters in Threat Reference Guide) and set the Due Date.

Note: Per AFI 14-202 Vol 2 due date is 30 days for AD or 2 UTA’s following the

event check for ARC.

□ Add a Restriction grid - Enter the details about the restrictions to be

enforced.

Example: Must be supervised when preparing and presenting threat

briefings or training until successful completion of re-exam.

Note: If you added a restriction when the exam was failed you may not

need to add another restriction

□ Supervised Status box - click in the box.

□ Click OK.

7 In the Worksheet Grade pop-up window:

□ Click on the Worksheet Grade button near the top.

□ Select the overall grade 3 from the drop-down menu.

□ Click OK.

8 In the Eval Worksheet window

□ Click on the Save button near the top.

Close the Eval Worksheet window by clicking on the X in the upper right corner of

the window.

□ Note: The eval cannot be set as complete until a task eval worksheet is

also applied. Refer to the Add Evaluation Worksheet Checklist to

apply a worksheet. Do not grade any areas but give the worksheet a

“3” grade.

9 Eval Details window Complete and sign off any additional training.

10. Eval Details window Click “Primary Eval Set Complete” and then click on the “Complete Eval” button.

This will allow signatures to be placed on the 4350.


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4.3. Sign Off Additional Training Completed

PURPOSE: The purpose of this checklist is to show you how to sign off additional training. Note: All Additional Training assigned in an open evaluation must be recorded as completed before the evaluation can be set as complete and the 4350 signed. Permissions/Roles Able to Execute This Checklist:



⁻ IE ⁻ Additional Training Officer


1. Stan Eval/

Management/ Person

Details page

1. In the Additional Training grid, right click in the row of the additional training to be signed off.

2. In the pop-up menu, select Sign Off. 3. In the Sign-Off Additional Training pop-up window:

Date Accomplished field– enter date individual successfully

completed the assigned additional training

Additional Trainers grid – click on the row of the additional

trainer who trained and signed off the trainee

Click Save.

4.4. Edit Restrictions

PURPOSE: The purpose of this checklist is to show you how to edit any restrictions in an individual’s eval. Note: This procedure is only used to change info that was put in incorrectly. Use the next two checklists to remove or delete restrictions




⁻ IE


1. Stan Eval/ Management/ Eval Details or Person Details

1. In the CURRENT RESTRICTIONS grid (below the ADDITIONAL TRAINING grid), right click on the restriction to be edited. Select Edit.

2. In the Edit Restriction pop-up window, edit the fields as

necessary: Restriction Description

Supervised Status (check if individual is to be supervised)

if you need to remove or change the person under “Removed By” click on

“Clear Person…”

Date Assigned

Date Removed

3. Click Save.


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4.5. Remove Restrictions

PURPOSE: The purpose of this checklist is to show you how to remove any restrictions in an individual’s eval. Note: Use this procedure to mark restrictions as no longer active but to keep the historical record of the restriction in the individual’s SE folder. Restrictions will remain on the original, signed 4350s. Permissions/Roles Able to Execute This Checklist:



⁻ IE



1. In the RESTRICTIONS grid, right click on the restriction to be edited. Select Edit Restriction.

2. In the Edit Restriction pop-up window:

□ Click on Select Removed By button.

In the Choose Person pop-up window, select the individual authorizing the

removal of the restriction.

In the Date Removed field, enter the date the removal was authorized.

3. Click Save.

4.6. Delete Restrictions

PURPOSE: The purpose of this checklist is to show you how to delete any restrictions in an individual’s eval. Note: Use this procedure to permanently delete the historical record of the restriction in the individual’s SE folder. This option cannot be used for restrictions documented on AF 4350s which have been digitally signed, even after the restriction has been removed. Permissions/Roles Able to Execute This Checklist:




1. Stan Eval/ Management/Person Details Page/ Open Evaluations / (click to open the eval containing the restriction)

1. Under RESTRICTIONS, right click on the restriction to be edited. Select

Delete Restriction.

2. In the Confirm Delete pop-up window, click Yes.


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4.7. Select Signatories for AF 4350

PURPOSE: The purpose of this checklist is to show you how to select the signatories that will sign off on a 4350. In PEX 5.12 and earlier, all signatories must be selected before the first digital signature is applied and changing a signer will delete any previously applied digital signatures. In PEX 5.13, it is possible to change a signatory after the signing process has begun.

Permissions/Roles Able to Execute This Checklist: ⁻ PEX Admin ⁻ SE Admin ⁻ IE



1 Stan Eval/ Management/ Person Details page

1. Click on the blue text for the eval for which you need to assign signatories

2. The Eval Details page will open

2 Eval Details page 1. Scroll to the bottom of the page and in the Reviewing Officer block, click the

Select Officer button

2. Select the correct RO from the list

3. In the next block down repeat the above procedure to select the correct FAO.

Note: you may also select signatories from the Signatures window, but doing it as

above is preferred. One reason for this is that the Signatures window will not allow

you to make the RO and FAO the same person but assigning as above will allow that.

To change a signer once the signing process has begun without deleting the already applied signatures (5.13 and later only)

1 Person Details -> Eval Forms Grid

1. Right-click on Open Form 4350 and choose Sign from the menu to bring up the

signatures window

2. Click Edit beside the person you wish to change and select the new signer either

by searching for their name or clicking the List radio button to bring up a list of

people available to sign that block of the 4350.

Note: You will not be able to make the RO and FAO the same person.


44

4.8. Set Primary Eval as Complete

PURPOSE: The purpose of this checklist is to show you how to set a primary eval as complete. Permissions/Roles Able to Execute This Checklist:



⁻ IE



1. In the Open Evaluations grid, click on the Eval Type of the

evaluation being completed.

2. In the Eval Details pop-up window, click on the Primary Eval Set

Complete button.

If an eval is being closed out as a failure (3), an additional button will appear next to

the sign button that says Complete Eval. You will have to click this button to go on

to the signing process.

Note: After successful completion of evaluation, individuals can submit a Training Accomplishment Report (TAR) for each of the CT/RIP events completed in the course of the eval. Reference Continuation Training (CT) checklists for procedures to submit a TAR.


45

5. Complete 4350 Signatures

5.1. Complete Pre-Signature Reviews

PURPOSE: The purpose of this checklist is to show you how to complete pre-signature reviews (if required) for an evaluation that has been set as complete. Note: Not all MAJCOMs require pre-signature reviews to be documented but they may be used to ensure signatures cannot be placed on the 4350 until it has been reviewed. If you haven’t set up pre-signature reviews in SEM->Preferences, you will not be able to complete this step (and do not need to unless required). Permissions/Roles Able to Execute This Checklist:





1. In the Open Evaluations grid, click on the Eval Type of the

evaluation being completed.

2. In the Eval Details pop-up window, click on the Sign button.

3. In the Signatures pop-up window, click on the View Form button to review the

4350 for correctness.

4. Close the 4350

5. Click the Review button to complete pre-signature review –OR- click on the

Notify button to send an e-mail to the appropriate reviewer.

5.2. Record Non-Concurrence and Remarks

PURPOSE: The purpose of this checklist is to show you how to record non-concurrence and remarks for a RO or FAO on a 4350. Note: Not Concur for RO or FAO must be checked and remarks added before the 4350 is signed by anyone. If the form has already been partially or completely signed and you realize that you need to add remarks, the eval may be re-opened. Re-opening the eval will erase all signatures from the 4350 and then you can add remarks as needed but all signatures will have to be re-accomplished. Permissions/Roles Able to Execute This Checklist:




1 Stan Eval/

Management/ Person

Details page

1. In the Open Evaluations grid, click on the Eval Type of the evaluation

being signed.

2. Click on the Sign button near the top right.

3. In the Signatures pop-up window, in the row of the RO or FAO

that non-concurred:

Click in the box of the Not Concur column.

In the Remarks pop-up window, enter the individual’s

remarks; click Save. 4. Close the Signatures window by clicking on the X in the upper right corner.


46

5.3. Release 4350 for Signatures

PURPOSE: The purpose of this checklist is to show you how to release a 4350 for signatures. This can be done by the Evaluator or a SE Admin person if pre-signature reviews are required. Permissions/Roles Able to Execute This Checklist:


Primary User(s) of this Checklist: ⁻ SE Admin ⁻ IE


1 Eval Details window 1. In the Eval Details window, the “Release for Sigs” button should now be

ungrayed. Click on it. The button will now read “Released for Sigs” and notifications

should be sent automatically to the next person who needs to sign the 4350.

5.4. Issue Signature Notifications

PURPOSE: The purpose of this checklist is to show you how to issue signature notifications. Note: Once Release for Sigs is pressed, PEX auto-notifies each signatory, in turn, automatically. If someone has failed to sign the form expeditiously, SE Administrators can re-issue email notifications using the process in this checklist. Permissions/Roles Able to Execute This Checklist:



⁻ SE Admin


1 Stan Eval/

Management/ Person

Details page

1. In the Open Evaluations grid, click on the Eval Type of the evaluation

being signed.

2. Click on the Sign button near the top right.

3. In the Signatures pop-up window:

In the Date column of the next signature required, click on the Notify

icon.

In the Outlook pre-canned message:

o Ensure the email address is correct in the To field.

o Add any cc email addresses per unit policy.

o If email is initial notice to an RO or an FAO, add

non-concurrence procedures/guidance as a new paragraph after the third sentence (i.e., right after “This is an auto-generated message”): Example: “As an RO/FAO, email the SE office of any non-concurrence, including remarks. As soon as your non-concurrence and remarks have been added to the evaluation, you will be notified when the form is ready for your signature.

o If email is follow-up to RO or FAO that non- concurred, prior

to “If you have any questions…”, insert text indicating their

non-concurrence and remarks have been recorded and the

form is now ready for their signature.

o Clean up the rest of the text

o Add any other instructions/details per unit policy.


47

o Add signature block as appropriate.

o Click Send.

4. Close the Signatures window by clicking on the X in the upper

right corner.

5.5. Sign AF Form 4350

PURPOSE: The purpose of this checklist is to show you how to sign the AF Form 4350. Important: Signatures need to be signed in the order below, except SIO Directed Downgrades when only SIO and

Examinee sign it, respectively. Permissions/Roles Able to Execute This Checklist:

⁻ PEX Admin ⁻ SE Admin ⁻ IE ⁻ Basic User (Examinee)

Primary User(s) of this Checklist and

Order of Signatures: ⁻ IE ⁻ Additional Training Officer, if applicable ⁻ Reviewing Officer ⁻ Final Approval Officer ⁻ Examinee Step Navigation Action

1. My Page TO SIGN FOR YOURSELF:

1. To sign from the Notifications pop-up window, click on the pencil and paper icon in the Sign column.

2. To sign from the Notifications flashing red icon in the top right corner, click on the flashing icon, which will open up the Signatures Due pop-up window. Click on the pencil and paper icon in the Sign column.

Person Details window for the individual

TO SIGN IN LIEU OF SOMEONE ELSE:

1. Mouse over the Sign button near the top. Click on the eval you will be signing for someone else.

2. In the Signatures pop-up window, click on the Sign button next to the person you want to sign for to launch the eval form.

2. Eval Form window displaying the 4350

1. If signing as the first IE:

To clean up the formatting of the Evaluation Description(s) on page 2 of the form, enter carriage returns and spaces as appropriate.

Note: All edits made directly to the 4350 must be done prior to the first digital signature on the form in order to ensure the changes are saved to the form in PEX.

2. If signing as SIO for an SIO Directed Downgrade:

On page 1 of the form 4350, in the Comments grid, insert a carriage

return in front of Restrictions and on the first blank

line, type “SIO Directed Downgrade” Then delete the words

SIO Directed Downgrade after “Supervised Status.” (under Restrictions:).

On page 2 of the form 4350, delete “SIO’s Remarks” and all of

paragraph A. Restrictions. (Para A is a duplicate from page 1.)


48

3. Click on the CLICK HERE TO SIGN button in the correct signature block location.

Note: For combination evaluations (i.e., evals for multiple quals), the IE of the first eval signs on 2nd page of

4350; IE of 2nd

eval signs on 1st

page of 4350).

Note: For evals involving task re-checks, the IE for the recheck signs

on the 2nd

page.

3. Digital Signature Viewer

pop-up window

1. Click on the Sign button to the right of your name. 2. In the Select Your Signature Identity pop-up window:

Click on the identity you are signing with

Click on OK.

In the ActivClient Login pop-up window, enter your PIN. 3. Once the top grid of the Digital Signature Viewer window reads

“Signature Is Valid” and your certificate information has been inserted, click OK.

4. Eval Form webpage

dialog window

1. Close the Eval Form window by clicking the red X box in the upper right

corner.

5. Signatures Due

window

1. Close the Signatures Due window by clicking the red X box in

the upper right corner.

5.6. Export AF Form 4350 Out of PEX and Email It For Signature

PURPOSE: The purpose of this checklist is to show you how to export a 4350 out of PEX and email it for signature to someone who needs to sign it but does not have access to PEX to sign it. Permissions/Roles Able to Execute This Checklist:




1. Digital Signature Viewer pop-up window

In order to email a 4350 for someone to sign who does not have

access to PEX:

*Note this is only done when all previous signatures are on the 4350 and

the form is ready to be signed by the individual who does not have access

to PEX.

1. In the Signatures window, select the Lock Form for Email button at the bottom of the screen.

2. Click the View Form button. 3. When the 4350 opens, click on Export at the top of the form. 4. When the Save Form window opens, save the form to your computer. 5. Open Microsoft Outlook and send an email to the person who needs to

sign the form with the form attached.


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2. IBM Forms Viewer

Note: This step can be

executed by anyone who

needs to sign the 4350.

In order to sign a 4350 that was emailed to you:

1. Download the attached 4350 from the email and open it from your computer

2. Click on the CLICK HERE TO SIGN button in the correct signature block location.

3. Once your signature has been saved, click on Export at the top of the form.

4. When the Save Form window opens, save the form to your computer and email it back to the original sender.

3. Digital Signature Viewer pop-up window

In order to import a 4350 that was signed and emailed:

1. In the Signatures window, select the Unlock/Import signed form button at the bottom of the screen.

2. In the Unlock Form window, ensure that the Import Signed Form radio button is checked.

3. Click Browse and navigate to where the form was saved and click Open. Click OK.

You will get a confirmation window telling you that the form was imported successfully and you will see the signature populate.

5.7. Complete Post-Signature Review (if applicable)

PURPOSE: The purpose of this checklist is to show you how to complete a post-signature review, if required. Note: Post-signature reviews are not required by all MAJCOMs but may be used to document a final review of the 4350 after signatures are complete. If this has not been set up in SEM->Preferences you won’t be able to complete this checklist, and don’t need to unless required. Permissions/Roles Able to Execute This Checklist:




1. Stan Eval/ Management/ Person Details page

1. In the Open Evaluations grid, click on the Eval Type of the evaluation being completed.

2. In the Eval Details pop-up window, click on the Sign button. 3. In the Signatures pop-up window, click on the View Form button to

review the 4350 for correctness. 4. Close the 4350 5. Click the Review button to complete post-signature review –OR- click on

the Notify button to send an e-mail to the appropriate reviewer.


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6. Evaluations Management – First of the Month

6.1. Issue Email Notifications – Entering Eligibility Zone

PURPOSE: The purpose of this checklist is to show you how to issue email notifications through PEX when individuals are entering their evaluation eligibility zone. Permissions/Roles Able to Execute This Checklist:



⁻ SE Admin


1 Stan Eval/ Management/ Overview/ Notifications/ Eligibility Zone tab

1. Click in the far-left column by the names of the individuals to

be notified. (To select multiple individuals at the same time, hold down Control while clicking to the left of their name.)

2. To edit the email before sending, click on Manual Email Selected People.

In the Outlook email window for each individual’s email:

o Edit the text of the message,

o Add cc addressees, as applicable,

o Click on Send.

3. To send emails without editing, click on Email Selections.

6.2. Issue Email Notifications – Late Requisites

PURPOSE: The purpose of this checklist is to show you how to issue email notifications through PEX for individuals who have late requisites (exams). Permissions/Roles Able to Execute This Checklist:



⁻ SE Admin


1 Stan Eval/ Management/ Overview/ Notifications/ Late Requisites tab

1. Click in the far-left column by the names of the individuals to

be notified. (To select multiple individuals at the same time, hold down Control while clicking to the left of their name.)

Note: Sort for those not yet notified by clicking on Notified column header.

2. To edit the email before sending, click on Manual Email Selected People.

In the Outlook email window for each individual’s email:

o Edit the text of the message,

o Add cc addressees, as applicable,

o Click on Send.

3. To send emails without editing, click on Email Selections.


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6.3. Open Evals Entering/In Eligibility Zone

PURPOSE: The purpose of this checklist is to show you how to auto-open evals for all individuals who are entering or are in their eligibility zone. Permissions/Roles Able to Execute This Checklist:



⁻ SE Admin


1 Stan Eval/

Management/

Overview/

Auto-Open Evaluations

1. Click in the row(s) of the individuals whose evaluations are to be opened.

(To select multiple individuals at the same time, hold down Control while

clicking to the left of their name.)

Note: To also show individuals who entered their eligibility zone in a previous month but whose evaluation has not yet been opened, click in the box at the top by Show All.

2. IF the individual has changed qualification status since their last periodic evaluation for the same qualification (e.g., Mission qualified to Instructor qualified) or IF the Prefix of the evaluation needs to be added/edited, click on Edit Auto Evaluation and edit Crew Position qualification status and/or Prefix as necessary. Click OK.

3. Click on Open Selected Evaluations.


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7. Evaluations Management – Weekly/Monthly

7.1. Check Status of 4350 Signatures/Issue Notifications

PURPOSE: The purpose of this checklist is to show you how to check on the status of 4350 signatures and issue notifications as necessary. Permissions/Roles Able to Execute This Checklist:



⁻ SE Admin


1 Stan Eval/ Management/ Overview/ Awaiting Signatures

Issue notices to signatories who haven’t signed the 4350:

1. Click on short name link for any person shown.

2. In the Person Details window, click the Sign button at the top and select the appropriate Open Form 4350.

3. In the Signatures window that pops up, click the Notify icon to send a reminder e-mail to the person whose signature is needed.

4. Repeat until all notices have been sent for all evals still awaiting signatures.

7.2. Review Status of Evals, Restrictions and Additional Training

PURPOSE: The purpose of this checklist is to show you how to review the status of evals, restrictions and additional training. Permissions/Roles Able to Execute This Checklist:



⁻ SE Admin


1. Stan Eval/

Management/

Overview/

Status

1. In Squadrons grid, select unit. To select multiple units, hold

Control and select multiple units.

2. In MDS grid, select MDS(s) to view.

3. In Crew Position grid, ensure CP radial button is selected and select CP(s) to view.

4. In the Evaluations tab, view all Periodic evaluations that are Expired/No-Zone, In the Zone (regardless of whether currently opened), INIT/RQ, open Non-Periodic evaluations, and any awaiting signatures.

5. Click on Restrictions tab to view individuals with current restrictions.

6. Click on Additional Training tab to view individuals currently assigned

additional training requirements.


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8. Evaluations Management – Reports

8.1. Trends in Eval Discrepancies

PURPOSE: The purpose of this checklist is to show you how to search for trends in evaluations by crew position and eval type. Trending data gives SE personnel an idea of which eval areas need to be reviewed. Permissions/Roles Able to Execute This Checklist:



⁻ SE Admin


1 Stan Eval/ Management/ Overview/ Trending

1. Select your display filters in the grids on the left.

Note: To multi-select, hold Ctrl or Shift and click on multiple units, MDSs or crew positions.

In Squadrons grid, select unit(s).

In MDS grid, select MDS(s) to view.

In Crew Position grid, ensure CP radial button is selected and select CP(s) to view.

2. Set your trending criteria in the grid on the right.

Type section: choose to trend by either:

o Sample Size (minimum number of times an eval area must be

graded before it will be trended) & Percent (percentage of times

it must be downgraded before it will be trended), or

o Minimum Number (minimum number of times eval area must

be downgraded before it will be trended)

Date section: select From and To dates for the period of time to be included in trending results (generally a month, quarter, or year but can be any period)

Eval Types grid: select eval types to include in report (use Ctrl or Shift to multi-select if desired)

3. Click on Trend.

4. To see details for any trending item displayed in middle grid, click on sideways arrow in far-left column of that row.

5. To print the report, right click in the middle grid and select either Export to Excel or Print (for PDF).


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8.2. Generate Open Evals Reports

PURPOSE: The purpose of this checklist is to show you how to generate open evals reports to see how many open evals you have in your squadron by MDS, qual code, crew position and eval type. Permissions/Roles Able to Execute This Checklist:



⁻ SE Admin


1 Stan Eval/

Reports/

Open Evals tab

1. Select your report criteria: Squadron(s) MDS(s). Qual Code(s) Crew Position(s) Eval Type(s)

2. Select the option by which to order the results: End Zone, Name, Squadron, MDS, or Eval Type.

3. Select the format for the report: PDF Excel

4. Save the report per unit policy.

8.3. Generate Completed Evals Reports

PURPOSE: The purpose of this checklist is to show you how to generate a completed evals report.



⁻ SE Admin


1 Stan Eval/ Reports/ Completed Evals tab

1. Select your report criteria:

Dates at top - start and end dates for the report data.

Squadron(s)

MDS(s)

Qual Code(s)

Crew Position(s)

Eval Type(s)

Eval Prefix(es)

2. Select the format for the report:

PDF

Excel

Note: Producing the report in Excel format allows for easily generating additional figures (percentages, averages, etc.) from the data provided in the report.



55

8.4. Generate Testing Report (if using SET module)

PURPOSE: The purpose of this checklist is to show you how to generate a testing report for those units that use the SE Testing module. Permissions/Roles Able to Execute This Checklist:



⁻ SE Admin


1 Stan Eval/

Reports/

Testing Report tab

1. Select your report criteria:

Dates at top - start and end dates for the report data.

Squadron(s)

MDS(s)

Qual Code(s)

Crew Position(s)

2. Select the format for the report:

PDF

Excel

Note: Producing the report in Excel format allows for easily generating additional figures (percentages, averages, etc.) from the data provided in the report.



56

8.5. Conduct Annual SE Records Review for Individuals

PURPOSE: The purpose of this checklist is to show you how to conduct an annual SE records review for individuals. Permissions/Roles Able to Execute This Checklist:



⁻ SE Admin


1. Stan Eval/ Management/ Personnel/ Advanced Search / (select correct Squadron) / (click on each short name and perform these steps for all personnel)

1. In the Qualifications grid:

review individual’s qualifications for currency

review waivers for currency

mark as Inactive any unnecessary, expired qualifications

edit/delete Remarks as appropriate

2. In the Open Evaluations grid, review any open evaluations for current status.

3. Review the Additional Training grid for any outstanding additional training requirements. Update as appropriate.

4. Review Current Restrictions grid for any out of date or residual restrictions that need to be removed or the qualification closed as failed.

5. In the Eval Forms/MFR grid:

Review MFRs for out of date or extraneous ones that need to

be deleted or updated.

Ensure that every 4350 listed has a corresponding entry in the

AF4349 grid.

6. In the AF4349 grid, for every eval entry, ensure there are corresponding 4350s in the EVAL FORMS/MFR grid.

7. When all reviews, edits and modifications are complete, annotate AF 4349 (reference Record SE Records Review on AF 4349


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8.6. Add a Minor Discrepancy

PURPOSE: The purpose of this checklist is to show you how to add a minor discrepancy to an individual’s Stan Eval folder. Note: A minor discrepancy is defined as an error that does not alter or put into question a qualification but is an inspectible item during a higher headquarters inspection. Examples are errors in spelling or punctuation, grammatical errors or incorrect date format. The automation that PEX brings eliminates many minor discrepancies making most found in the Task Description field on the back of the 4350. Refer to your applicable 14-2 Vol 2 to determine whether your community is directed to maintain Minor Discrepancy Logs and if so, the specified minor discrepancy definitions.




⁻ SE Admin


1 Stan Eval/ Management/ Personnel/ Person Details window

1. Click on New button.

2. Select Minor Discrepancy.

3. In the Add Minor Discrepancy pop-up window, enter the following fields:

Evaluation field: Enter the CP/Evaluation type for the affected 4350 that the minor discrepancy applies to.

Evaluation Date: Enter the evaluation date of the affected evaluation.

Discrepancy field: Enter the discrepancy as required for the affected

4350.

Review Date: Enter the date the discrepancy is being entered.

Reviewer’s Initials: Enter the initials of reviewer entering the

discrepancy.

4. Click on the Ok button.


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8.7. Add a Major Discrepancy

PURPOSE: The purpose of this checklist is to show you how to add a major discrepancy to an individual’s Stan Eval folder. Note: A major discrepancy is defined as an error that could/does alter or calls into question a qualification. A major discrepancy MFR can be used to address an issue with a specific 4350 or address an issue with an individual S/E record overall. Examples are Task Description that should have resulted in an overall Q3 or missing qualification paperwork. Refer to your applicable 14-2 Vol 2 to determine whether your community is directed to document Major Discrepancies and if so, for specific major discrepancy definitions.



⁻ SE Admin



1. Click on New button.

2. Select Major Discrepancy.

3. In the Add Major Discrepancy pop-up window, enter the following fields:

Date: Enter the date the discrepancy is being entered.

From: Enter the office or individual drafting the Major Discrepancy.

Subject: Enter the subject of the Major Discrepancy MFR. If the MFR

applies to a specific 4350, enter the CP/Eval Type/Date Completed as

the subject.

Body: Define the Major Discrepancy and rectifying action if applicable.

Signature Method: Select the method the Signer will use to officially

sign the Major Discrepancy MFR.

o CAC – signer uses CAC PIN

o PEX SID – signer uses PEX Security Identifier

Signer’s Name: Enter the signer’s name using either the Search or

List function.

o Search – type signer’s name in field

o List – converts name field to a drop down enabling selection

of signer’s name.

4. Click on the Ok button.

Note: The individual selected to sign the Major Discrepancy MFR will now get a pop-up banner on their “My Page” next time they log into PEX indicating there is a S/E document that requires their digital signature.


59

9. Evaluations Management – Ad Hoc

9.1. Create Evaluation Criteria File

PURPOSE: The purpose of this checklist is to show you how to create an eval criteria (evalcrit) file. Any MDS that has an AFI 14-2 should have an eval criteria file already built and accessible on the PEX Website. This checklist is only needed for units that do not have a 14-2 MDS and need to conduct SE evaluations. Note: If your MDS doesn’t have an AFI 14-2, refer to applicable eval grading criteria provided by your higher headquarters or local directives.




⁻ SE Admin


1 Menu 1. Expand Stan Eval 2. Select Management

2 SEM 3. Select Eval Criteria (in Setup menu)

3 In Setup Window 4. Select the Evaluation Criteria Tool tab

4 Evaluation Criteria Tool tab

5. In the grids in the left pane: o Select your squadron o Select your MDS o Select the Crew Position

6. Click on Add Section. On the right side of the window, in the Name

field, replace the words “New Section” with the name of the section.

Repeat this action until all sections have been added for the crew

position. Note: ISR naming conventions for sections are:

o REQUISITE EXAMS – this should be the first section

o Tasks by eval types (e.g., MSN Eval Tasks, EIT Eval Tasks, IE Eval Tasks, etc.)

See AFI 14-2MDS Chapter 3 to find all the duty position eval types.

7. In the center grid, click on the Section title. (The first should be REQUISITE EXAMS.) Click on the Add Area button. In the right grid:

o Name field - enter the name of the grading area For Knowledge areas, these are the names of the

exams associated with crew position evals. (e.g., Knowledge Exam, Vis Recce Exam).

For task areas, using the tables in Chapter 3 of AFI 14-2MDS is the easiest way to find all the required areas for each type of eval (e.g., Automated OB, Mission Briefing, etc.)


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o Sequence Header field - auto-populated by PEX o Description field - N/A o Critical Area field – check as applicable

Note: Critical designation limits grading options to only Q or U. If Table 3.x says Q-: N/A, omits Q- criteria, or says this is a critical area, check the Critical Area block

o Grading Criteria fields - in the block to the right of each grade,

enter the grading criteria IAW AFI 14-2MDSv2 (usually in

Table 3.x)

Tip: To copy and paste from AFI 14-2MDSv2, highlight the grading criteria from AFI 14-2MDSv2 and Ctrl+C to copy. Then click in the field in PEX, and click Ctrl+V to paste).

8. Repeat this step until all Sections and Areas IAW AFI 14- 2MDSv2 have been added for the crew position.

o NOTE: This will be easiest if you add all items in the correct order

(straight from the table in 14-2MDS) and let PEX take care of

numbering. Do not re-start numbering at each section. If you have to

move an area or go back and add an area, read checklist 10-2 for

procedures to fix the area numbering.

9. Click the Save button. Save the file in a location accessible to SE personnel. Note: Files can be saved intermittently, writing over the incomplete file until the final version is complete. Recommend including the word “Draft” in the file name until the final version is saved. If you leave the Eval Criteria section or close PEX before the file is complete and applied, you will need to click the Open button and navigate to the saved file to re-display the data and continue working on it.

10. Once the file is complete, make sure to save a copy, then click the Apply

button.

This applies the file to the Squadron, MDS and CP selected in the left grid and populates the Evaluation Criteria tab. Note that applying a new eval criteria will delete any profiles previously associated.

5 Evaluation Criteria tab (adding profiles)

Click on the Evaluation Criteria tab and select Add Profile


61

6 Add Profile pop-up window

1. In the Profile Name field, enter the name of the profile—usually

the name of the eval type (e.g., Init MSN, MSN, IE, EIT) 2. For each required area for the eval profile IAW AFI 14-2MDSv2, click in the

radio button in the Required column. 3. If your unit wants to be able to occasionally grade an individual on a grading

area other than those required in Vol 2, click in the radio button in the Desired column for those grading areas.

4. For all other grading areas which you do NOT want to display on the

worksheet, leave the N/A radio button marked. Note for EIT evals:

o if your unit always qualifies EITs in ALL subject areas, in

the EIT profile, designate all grading areas “Required”

o if your unit qualifies EITs in various subject areas,

in the EIT profile, designate all grading areas as “Desired”. This

will allow you to grade any applicable areas on a single

worksheet instead of attaching multiple worksheets to an

evaluation. 2. Select Save 3. Repeat Step 5-6 until profiles for all eval types have been added.

Note: Refer to the table in Section 1 of this checklist for all the eval profiles that

should be added for your MDS / Crew Positions.


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9.2. Update/Modify Evaluation Criteria File

PURPOSE: The purpose of this checklist is to show you how to update or modify an eval criteria file. Note: You cannot extract eval criteria from a crew position in PEX. Only evalcrit files created in the PEX SEM Eval Criteria Tool tab can be modified in PEX to add/edit/delete sections/areas. Evalcrit files for your MDS may be available from the PEX website or can be created using Checklist 9-1.




⁻ SE Admin

Step Navigation Action 1. Stan Eval/

Management/ Eval Criteria Tool tab

1. In the Evaluation Criteria Tool tab, click Open.

2. Navigate to where the evalcrit file is stored. Select it and click Open.

2. Eval Criteria Tool tab 1. To edit an existing area, click on the small arrow to the left of the section

name to expand it. Click on the area and edit the fields in the right grid.

3. 1. To add an area, click on the section name. Click on the Add Area button.

Added areas are always placed at the bottom of the list. To move the

new area to a new location, drag and drop it to the appropriate spot.

o Adding or moving an area will cause PEX to incorrectly renumber the areas and this will create a numbering conflict in the Sequence Header field. To fix the numbering conflict, you must renumber the areas without using a number that is already assigned. To do this, count the total number of areas under all sections. Then start numbering from the last area to the first. Numbering should not re-start at 1 in each section.

If applicable, check the Critical Area field to the right.

In the Grading Criteria fields, enter the grading criteria IAW AFI 14-

2MDSv2 (usually in Table 3.x)

Tip: To copy and paste from AFI 14-2MDSv2, highlight the grading criteria

from AFI 14-2MDSv2. Right click and select copy. Then click in the field in PEX,

and click Ctrl & V).

4. 1. To delete an area, click on the small arrow to the left of the section name

to expand it. Click on the red X by the area number.

5. 1. Once all updates have been made, click the Save button. Save

the file in a location accessible to SE personnel.

2. Ensure the correct Squadron, MDS and Crew Position are selected in the left grid, and click the Apply button.

3. In the Confirm Changes pop-up window, click YES.


63

6. Evaluation Criteria Tab (modifying profiles)

If new areas were added to the file which was applied, you will need to

edit the profiles affected by the new areas. To do so:

1. Click on the down arrow by the profile name. Select Edit.

2. In the Edit Profile pop-up window, edit the Required and Desired columns as necessary.

3. Click Save.

Note: If the profiles were deleted when you applied the new criteria, you will need

to re-create the profiles using Checklist 10-1 starting at Step 5.


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9.3. Record SE Records Review on AF 4349

PURPOSE: The purpose of this checklist is to show you how to record a SE records review on an AF 4349. Permissions/Roles Able to Execute This Checklist:





1. In the AF4349 grid, right click and select Add AF4349 Entry.

2. In the Add AF4349 Entry pop-up window:

Type of Evaluation field – enter type of records review

(e.g., Initial Records Review, Annual Records Review)

Date Completed field – Select/enter date review was completed

Unit field – enter unit completing review

3. Click on Save 4349 Entry button or Save and New, as applicable.

4. If manual entries are not ordering in reverse chronological order (i.e., most current on top), click off the line to be moved, then grab (click) and drag it to the appropriate order in the entries.

9.4. Record Individual’s Current Qualification(s)

PURPOSE: The purpose of this checklist is to show you how to record an individual’s current qualification(s) in the Stan Eval Folder. Permissions/Roles Able to Execute This Checklist:




1. If individual’s records review yields decision to accept some or all current qualifications from previous assignment, reference Checklist SEM 2-4, Add Individual’s Current Qualifications for procedures on recording their current qualifications.


65

9.5. Create SE Folder Memo for Record (MFR)

PURPOSE: The purpose of this checklist is to show you how to record an MFR in an individual’s Stan Eval Folder. Note: Based on unit preference, MFRs can be generated and signed via the usual unit process, then scanned as .jpg files and attached to the individual’s PEX SE folder. (reference Checklist SEM 2-1).





To add an MFR within PEX 1. Click on the New button in the top left. 2. Select MFR. 3. In the MFR pop-up window, complete the following:

Date – date of MFR

From - unit and office

Subject (e.g., MSN Eval Waiver)

Body

Signature Block – Select either CAC or PEX Security ID for

method.

Signer‘s Name – Select the signer‘s name one of two ways

o Search – In the empty field, type in the first several letters

of the individual’s last name until you see the signer

listed. Click on their name to insert it into the field.

o List - Select their name from the dropdown list of

names provided.

Signer’s Organization – This field is auto-populated in the

selection of the Signer’s Name, but it may be over-written if

necessary.

Click OK. PEX will ask if you’d like to sign the form.

Recommend clicking Yes and signing at this point. Follow next

checklist starting at Action 3 of Step 1 or 2 to sign with CAC or PEX

ID later.


66

9.6. Sign SE Folder Memo for Record

PURPOSE: The purpose of this checklist is to show you how to sign off a MFR in an individual’s SE folder. Permissions/Roles Able to Execute This Checklist:



⁻ SE Admin


1. Stan Eval/ Management/ Eval Details/ Person Details

To sign with CAC Digital Signature 1. Find the Open MFR under the Eval Forms/MFR grid. 2. Right-click on “Open MFR” and select Edit. 3. Click OK at bottom of pop-up window. 4. In the MFR pop-up window, click on the CLICK HERE TO SIGN

button near the bottom of the page. 5. In the Digital Signature Viewer pop-up window, click on the

Sign button at the bottom.

6. In the Select Your Signature Identity pop-up window:

Click on your email identity.

Click on OK.

In the ActivClient Login pop-up window, enter your PIN.

7. Once the top grid of the Digital Signature Viewer window reads “Signature Is Valid” and your certificate information has been inserted, click OK.

To sign with PEX Security ID (SID) 1. Find the Open MFR under the Eval Forms/MFR grid.

2. Right-click on “Open MFR” and select Edit.

3. Click OK at bottom of pop-up window.

3. In the Sign with PEX SID pop-up window, enter your PEX SID.

4. Close the Silverlight view of the signed MFR by clicking on the red X

box in the upper right corner.

Note the signing of the form changes the Type entry in the EVAL

FORMS/MFR grid from “Open MFR” to “MFR”.

9.7. Delete SE Folder Memo for Record

PURPOSE: The purpose of this checklist is to show you how to delete an MFR in an individual’s SE folder. Permissions/Roles Able to Execute This Checklist:



⁻ SE Admin


1. Stan Eval/ Management/ Eval Details/ Person Details

1. In the EVAL FORMS/MFR grid, right click on the MFR to be deleted.

2. Select Delete.

3. In the Confirm Delete pop-up window, click Yes.


67

9.8. Add Restrictions to Overdue Evaluations

PURPOSE: The purpose of this checklist is to show you how to add a restriction to an overdue evaluation. Permissions/Roles Able to Execute This Checklist:



⁻ SE Admin


1. Stan Eval/ Management/ Overview/ Rainbow

1. In the Late Evals grid on the right, click on the individual’s name in red font.

2. Person Details window 1. In the Open Evaluations grid, click on the Eval Type for the evaluation overdue if the eval has already been opened (e.g., MSN).

Note: If the eval hasn’t been opened, a restriction can also be added directly on the Person Details page if desired. If the restriction is added on the Person Details Page, it can also be removed or deleted from there.

3. Eval Details window – or

Person Details Page

1. Click on Add button at top left and select Add Restriction.

4. Add Restriction pop-up

window 1. In the Restriction Description field, use a restriction template by

clicking the link if desired or enter text describing: the reason for the restriction,

tasks individual is restricted on,

whether tasks require supervision and if so, type of

supervisor, action required for restriction to be removed. Example: Due to overdue F16 MSN eval, restricted to performing basic qualification tasks unsupervised. Performance of any mission qualification tasks must be supervised by instructor qualified for the task(s) being performed. Removal of restriction contingent upon successful completion of F16 MSN eval.

2. Click in Supervised Status box. 3. In the Date Assigned field:

□ For periodic evals - enter date individual’s qualification expired

□ For non-periodic evals – enter date determined by unit policy or

SIO

4. Click OK.


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9.9. Document SIO Directed Downgrade

PURPOSE: The purpose of this checklist is to show you how to document a SIO Directed Downgrade. Permissions/Roles Able to Execute This Checklist:




1. Stan Eval/ Management/ Person Details page

1. Click on the +New button and select Evaluation.

2. Add Evaluation Window

2. Enter/select the following information relative to the SIO directed downgrade eval:

Eval in grid – correct MDS

Also Update grid – if the downgrade counts for multiple MDSs, select additional MDSs for which the evaluation will also count

Qual Code dropdown – o select qualification status code being removed

E – Evaluator I – Instructor M – Msn Qualified B – Basic Qualified

□ Crew Position dropdown – select the crew position □ Prefixes and Eval Types grid –

o click on the evaluation(s) to be downgraded Eval Form Type grid– ensure AF 4350 is selected

Qualification Period Generated by This Evaluation grid – 25 months per AFI 14-202

Next Eligibility Zone grid – 6 month zone

Other Options grid – select only as applicable o Check Commander Directed Downgrade

Remarks grid (optional) – Enter any remarks/guidance SE administration may want to provide/maintain re the eval; this information does not display in any eval forms.

3. Click on the Save Evaluation button. a. This will open the Eval Details window.


69

3. Eval Details window

1. Click on the Add button near the top left of the page.


3. In the Create New Worksheet pop-up window, enter/select the following:

Worksheet Type grid: Evaluation

Eval Profile grid: Select the eval profile which covers the grading areas for which the individual is being downgraded.

Eval Types grid: Select the type(s) of eval for which individual is being downgraded.

Mission Description button: This will open the Choose a Mission Description pop-up window. In the blank, white grid, enter detailed text for the Narrative block of the 4350, explaining the situation/event causing the individual to be downgraded and including “with cause” in the reasoning statement. Also, indicate provisions for how the individual is to regain qualification if downgraded to unqualified status.


Date grid: Enter/select the date of the situation that caused the downgrade.

Click on the Create Worksheet button.

If the Date Selected is Outside Eligibility window pops up, select Yes.

This opens the Eval Worksheet window

4. Eval Worksheet

window

1. Click on the Q Area Grades button. 2. Select Grade Required Q. 3. For each area for which the individual is being down-graded:

Click in the applicable Q- or U box as appropriate.

This will bring up the Worksheet Area Grade window.

5. Worksheet Area Grade pop-up window

1. Select/enter the following:

o Recheck Required grid – leave No Recheck highlighted (critical areas will not have this option – leave Flight highlighted)

Trending Eval Types grid - click on the eval type listed

Discrepancy grid – enter X Additional Flight Training grid - If the examinee requires

additional training on a TASK, enter the details about the required training and set the Due Date

Additional Ground Training grid - If the examinee requires additional training in a KNOWLEDGE area, enter the details about the required training and set the Due Date.

Note: Per AFI 14-202 Vol 2 due dates may not exceed the last day of the month following the event check which mandated the training for AD or two months following the event check for ARC).


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Add a Restriction grid - If the examinee is to be placed on

restriction when performing position or specialized duties until

successful completion of a recheck, enter the details about the

restrictions associated with the downgrade. Example: Must be supervised when preparing and presenting pre-mission briefings until successful RQ MSN eval.

Supervised Status box - If the examinee is to be supervised when

performing position or specialized duties until successful

completion of additional training, click in the box.

Click OK.

2. Click on the Worksheet Grade button near the top. In the

Worksheet Grade pop-up window:

Select the overall grade from the drop down menu.

o 2 – if individual just needs a task recheck o 3 – if downgraded to Unqualified status and requiring

a RQ eval Click OK.

3. Click on the Save button near the top. Close the Eval Worksheet window by clicking on the X in the

upper right corner of the window.

6. If Additional Training was required in the downgrading, when the training is complete, sign off the training following procedures in Sign Off Additional Training Completed Checklist.

7. Eval Details window

1. Click on the Primary Eval Set Complete button near the top. 2. Close the Eval Details window by clicking the X in the upper right

corner.

8. Complete 4350 Signatures as per usual unit TTP:

See Section 5 for procedures

9. See the following checklists to open and document completion of the RQ

eval: Add Evaluation Worksheet

Record Requisite Completion if applicable

Record Task Eval Completion in Worksheet

Sign Off Additional Training Completed, if applicable

Set Primary Evaluation as Complete

10. Complete 4350 Signatures as per usual TTP.

See Section 5 for procedures.


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9.10. Import Individuals’ Stan/Eval Data

PURPOSE: The purpose of this checklist is to show you how to import an individual’s Stan Eval data. Note: If an individual comes from a unit that was using PEX 5.10 or higher, their entire PEX record, including Stan/Eval records, would be imported using the functionality in the Personnel module. See the Squadron Admin checklists for that procedure. (This file will have a pexdata extension) However, if the individual’s previous unit used PEX 5.9 or earlier, they may have exported a separate Stan/Eval folder. You can import that folder using this procedure. (This type of file will have a .dat extension). Note: If importing a person’s record in the Personnel module, it is important to check that qualifications in the Personnel module->Quals Tab are correct and that in SEM->Person Details->Qualifications Grid their qualifications are correct. The information that is imported will be slightly different depending on the PEX version being used by the losing and gaining units so it should all be checked for accuracy. However, all evaluation forms should be imported correctly regardless of version mismatches.

Permissions/Roles Able to Execute This Checklist: ⁻ PEX Admin

Primary User(s) of this Checklist: ⁻ PEX Admin



1. Click on the Eval Folder button. 2. Select Import Pre-5.10 Folder. 3. In the Import Eval Folder pop-up window, click Import file. 4. In the Open pop-up window:

Navigate to the location where the .dat file is saved. Click on the file. Click Open.


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9.11. Print Individual’s Stan/Eval Record

PURPOSE: The purpose of this checklist is to show you how to print an individual’s SE Record. Note: If an individual is PCSing to a unit that uses PEX 5.11 or higher, this may not be necessary since their record can be transmitted electronically (see the Squadron Admin checklist for procedures). But if the gaining unit does not use PEX, or uses a version older than 5.11, an individual should be given a hardcopy of their record. Permissions/Roles Able to Execute This Checklist:






1. Near the bottom of the Person Details page, in the AF 4349 grid, right-click on an entry

2. Select Print. This will bring up a filled out IMT version of the 4349.

3. Select Print at the top of the Form Viewer window

2 1. In the Eval Forms/MFR grid, right-click and select Print 2. Save the PDF overview of all Eval Forms and MFRs and Print

the PDF if desired.

3 1. Near the middle of the Person Details page, in the Eval Forms/MFR grid, click on an “Form 4350” or “MFR” link. This will bring up the AF4350 in Lotus Form Viewer. MFRs will open in Adobe Acrobat or a picture viewer depending on the file type.

2. Print the form or MFR. 3. Repeat until all 4350s and MFRs are printed.

4 1. In the Qualifications grid, right-click and select Print 2. Save and/or print the PDF summary of qualifications

5 1. Give the printed record and saved files to the individual to hand-carry to next assignment or mail/email to gaining unit.


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9.12. Adding a Waiver for an Existing Active Qual

PURPOSE: The purpose of this checklist is to extend expiration date of any existing qualification. This procedure can also be used to switch to the new 24-month eval cycle timelines and to have these new expiration dates reflected throughout the various Stan Eval Management (SEM) displays (e.g., Rainbow display and in Person Details). This extension is achieved by giving each qualification a waiver. This is an optional step, depending upon your MAJCOM guidance. If your MAJCOM does not direct it or your unit elects not to use it, the SEM displays will continue to reflect the 20-month evaluation cycle expiration date until the evaluation for each qualification is opened and documented.





1. Right click on the row of the qualification to be updated. 2. In the Pop-up menu, select Edit.

2

Edit Qualification window

1. Click in the Waiver Expiration Date box to enter a checkmark.

2. Enter the new due date (if switching to new 24-month timeline, enter the last day of the 24th month from the last evaluation).

3. Enter a remark explaining the reason for the waiver. (Ex: switching to new 14-202 24-month timeline.

4. Click Save. 5. Waiver Expiration Date and Remarks will now display in the

Qualifications grid.


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10. Certifications

10.1. Add Certifications from Stan Eval Management

PURPOSE: The purpose of this checklist is to explain how to manage certifications and AF Forms 4348 from Stan Eval Management. The only reason to add certifications on the SEM Person Details Certification grid is if you need to document certs on an AF Form 4348. If you do not need to use this form it is probably best to manage certifications entirely within the Letter of X (LoX) module. It’s important to understand the data linkages that exist between the Letter of X module and the Certifications grid on a Person Details page in Stan Eval. Certifications assigned to personnel in LoX do not appear in the SEM Certifications grid. However, adding a cert in a person’s SEM Certifications grid will assign it in LoX as long as the cert exists for the unit in LoX. Decertification does not flow between the modules so a person must be decertified in both the LoX and SEM modules. See the Letter of X checklists for more information on how to set up that module. For Certifications to move from Stan Eval to LoX, your LoX module must have certifications already set up and you must enable the Draft Process in LoX before you enter certifications in the Stan Eval Management module. It is best not to certify someone in the LoX module if you intend to certify them in SEM and use the 4348.

Permissions/Roles Able to Execute This Checklist: - Admin ⁻ SE Admin



1 Stan Eval/ Management/ Personnel/ Person Details window, Certifications Grid

1. In the Certifications grid, Click +Add One or right click in the grid.

2. In the Pop-up menu, select Add Certification.

2

Add Certification pop-up window

1. In the Certified Event field: Type in the name of the cert exactly as it appears in the LoX module.

2. In the Instructor field: type the name of the instructor 3. In Date Certified: use the calendar to choose the date. 4. Enter the Certifying Official/Org in that field 5. Enter any remarks desired 6. Click Save Certification or Save and New to enter another

cert


1. To sign the 4348, right click on a certification in the grid and select View 4348 IMT Form

2. Once the form opens, you can click the Click to Sign button to sign the certification block with a CAC.


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4 Ops/Letter of X Refer to the Letter of X checklist for more detail but to ensure your certifications carried over to the LoX module follow these steps

1. Click the Manage Draft Changes button and any certs you entered will be waiting for approval. If they do not appear, they may have been entered wrong or you do not have the Draft Approval Process enabled.

2. Check the box at the top to check all the certs awaiting approval, then click the Approve button

3. Use a Filter and Template option that will display the certs you just entered and Load Letter of X.

4. If this cert has an expiration date, you will have to enter it here

10.2. Decertify an individual from Stan Eval Management

PURPOSE: The purpose of this checklist is to explain how to manage a decertification and AF Forms 4348 from Stan Eval Management. See the Letter of X checklists for more information on how to decertify someone there. A decertification does not flow from Stan Eval to Letter of X so they will have to be decertified in both places separately.

Permissions/Roles Able to Execute This Checklist: - Admin ⁻ SE Admin




1. In the Certifications grid, right click on the certification you wish to decertify

2. In the Pop-up menu, select Edit.

2

Add Certification pop-up window

1. Check the Check to Decertify block. 2. In Date Decertified: use the calendar to choose the date. 3. Decertified For: Choose the correct option. For Cause usually

means the person did something bad. Discretionary means they just don’t need to maintain the cert any longer.

4. Enter the Decertifying Official/Org in that field 5. Click Save Certification


1. To sign the 4348, right click on a certification in the grid and select View 4348 IMT Form

2. Once the form opens, you can click the Click to Sign button to sign the decertification block with a CAC.


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4 Ops/Letter of X

Refer to the Letter of X checklist for more details A decertification does not flow from Stan Eval to LoX. You must also decertify the person or expire their cert as appropriate in the Letter of X module.

1. Use a Filter and Template option that will display the person and certs you need to decertify and Load Letter of X.

2. If the person is being decertified for cause: a. Click the person’s row to highlight it b. Click the Manage Certifications button c. In the Manage Certifications pop up window, click on

the row of the certification to decertify to highlight it d. Click the Decertify button e. Click Save or Save & Close f. In the Letter of X window, click the Manage Draft

Changes button g. In the pop up, approve the draft decertification

3. If the decertification was discretionary: a. Click the person’s row to highlight it b. Click the Manage Certifications button c. Click in the Expire date field to bring up a calendar and

pick a date for the cert to expire (choose yesterday to make the cert expire immediately)

d. Click Save or Save & Close e. In the Letter of X window, click the Manage Draft

Changes button f. In the pop up, approve the draft decertification


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Section II Stan/Eval Management (SEM) Process Flow Charts

SEM Flow Chart 1: Stan/Eval Module Setup

SEM Flow Chart 2: Personnel Record Transcription


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SEM Flow Chart 3: First of each month – Eval Management


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SEM Flow Chart 4: Eval Documentation: If Exam & Task Eval Can Occur Any Order


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SEM Flow Chart 5: Eval Documentation: If Exams Must Be Completed Before Task Eval


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SEM Flow Chart 6: Eval Closeout and 4350 Signature Process


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SEM Flow Chart 7: Convert PEX setup to new 24-month eval cycle

SEM Flow Chart 8: Add Certifications to AF 4348


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SEM Flow Chart 9: Decertify Individual on AF 4348


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Section III MAJCOM SEM Policies

SEM Policies

Current Options

ACC AMC AFGSC ACC-D AFSOC PACAF NGB AFSPC USAFE AETC Description

SEM-1 FAO & RO of SIO's Evals

A - Intel's Chief of Stan Eval signs as RO. SIO's Supervisor signs as FAO. Add supervisor to unit's squadron if he/she is not already in existing database, but assign no MDS/ Quals. B - Intel's Chief of Stan Eval signs as both RO and FAO. C - RO can be any supervisor, FAO will be SIO's supervisor

C A B - AFSOC MDS: N/A 11 IS (needs to get back to us)

B - PACAF re- serving right to change mind

A C - Could be Sq/CC or who- ever

C B This policy will determine who will sign off on the 4350 as RO (Reviewing Officer) and FAO (Final Approving Officer) when the SIO is evaluated. In some cases, the SIO doesn't maintain a qual so this would-be N/A. This decision does not affect evals for anyone other than the SIO.

SEM-2 Documentation of IQT QUAL evals

A - If QUAL eval completed at IFTU and no 4350 provided: attach IFTU certificate as MFR to EF, record QUAL eval in 4349 using date of certificate, but do not set QUAL qualification. B - For any QUAL evals with 4350: attach 4350 to EF, record QUAL eval in 4349 using date of 4350, but do not set QUAL qualification. C - Attach 4350 if available, certificate if no 4350 available; add QUAL qualification and check "Inactive."

A A, B B B B A - PACAF re- serving right to revisit

No policy set, but units using A, B, C as they set them before policies made

B A A/B - Unit choice

Some ANG units who implemented PEX prior to MAJCOM policies were set, used option C. It is not recommended anymore because it is unnecessary.


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[Not recommended]

SEM-3 Converting hard copy SE records to SEM module

A - Attach scanned copies of all historic 4350s and MFRs to EFs. Either attach scanned copy of historic 4349 or make manual entries in lieu of 4349. B - Attach only most recent 4350s of all current Quals and MFRs to EFs. Attach scanned copy of historic 4349. Keep hard copy records of all other historic 4350s on hand at unit until individual either PCSs or for 5 years 90 days IAW AFISRA Sup to AFI 14-202 v2.

A or B

A A A or B A A A B A A or B AFISRA (now 25AF) developed option B for DCGS units because some individuals had 20+ historic eval forms, and with 300-800 personnel per unit, it was deemed too time consuming for units to scan and attach all of each person's eval forms. Of note, some units elected to scan all the records anyhow because they felt keeping hard copy records on hand for 5 years was more difficult. For other MAJCOMS, most individuals had only 2-5 historic evals, and most units have fewer than 40 intel personnel. So, scanning those records were not deemed too time consuming.

SEM-4 Multi-MDS Qualification 4350s

A - Use "Also Update"/Multi-Qual eval option so that eval is documented on one 4350 B - Use a separate 4350 for every MDS/qual.

A A NA B* Instruct-or Evals are allowed to be documented on one 4350 with their MSN Eval)

NA A A NA A A This decision affects units where personnel either support multiple MDS's (such as C5/C17) or personnel maintain multiple crew positions/qualifications (such as EIT-CR, EIT-TH, etc). The "also update"/multi-qual function saves the unit time by documenting multiple evals on one 4350 rather than using a separate form for each MDS/Qual. With the advent of the multi-eval capability (which came in 5.10), there is no reason in CAF/MAF for mandating separate 4350s.

SEM-5 Transfer of SE records to unit without PEX.

A - Print all 4350s, MFRs that need to transfer, and 4349(s). Send in hard copy folder with individual. Once all QT, CT and SEM documentation has been printed and placed in folder, re-assign individual to PCS or "Inactive"

A A A A A A A A - trusted agendas only access PCS file

A A Standard procedure to ensure no loss of SE file data. No other options.


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squadron in database.

SEM-6 Pre- or Post- Signature Reviews

A - Squadron option whether to use pre / post signature reviews B - Mandate pre-signature review of a 4350 after an eval has been completed and IE enters grades and comments but before the signature process can begin. Once the reviewer conducts the review and signs off, then the signature process begins. C - Mandate post-signature review of a 4350 after an eval has been completed and all signatures are on the 4350.

A B A B A A A A This policy refers to the process of someone in Stan Eval (or other designated individual) reviewing a 4350 to ensure that there are no errors on a 4350. The reviews can be done either pre-signature (before anyone is permitted to sign it) or post-signature (after signatories’ sign); if done post signatures, mistakes requiring correction will require all signatures are re-accomplished.

SEM-7 Failed Requisite Exam preference

A - Squadron option whether to use this Stan Eval rule and color selection. B - Mandate use of Red on Go/NoGo for failed requisite exams. C - Mandate use of Yellow on Go/NoGo for failed requisite exams. D - Mandate units do NOT use the failed requisite preference.

D AMC may revisit as they get units using SET mod

B A C A-tentative

A For now - may institute this for certain CP's

C A This is a new rule within the Stan Eval squadron preferences section which only applies if the unit is also using the Testing module for evaluation exams. - If option is selected in Setup, when an individual fails a requisite exam for an evaluation, their circle in the Stan Eval column of the Go/No Go Board will display either red or yellow (depending on the option selected) for the CP(s)/qualification(s) the evaluation covered. For example: If the eval covered both the GA and GRE CPs, both circles will turn red or yellow; if it only covered GA, only the GA circle will turn red or yellow. If this option is NOT selected in Setup, when an individual fails a requisite exam for an evaluation, there is no indication in the Stan Eval column of the GNG board. However, the Test column of the GNG board will turn Red if the test was set as a GNG test.

SEM-8 Repeat Exams function

A - Squadron option whether to use this function for non-requisite exams

A B A NA A A A A This setting is in the Stan Eval Testing module. When an individual creates a non-requisite exam (i.e., an exam that is not a required exam for an evaluation) they have the option of checking a box to make it a repeat exam and select how often they want the exam to repeat (every


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B - Mandate use of function for non-requisite exams that are required to be completed periodically (once a month, once a year, etc) **Not recommended for Requisite Exams because auto-repeat cycle can get out of synch with the actual evaluation timeline. Besides, SEM module already keeps track of when requisites are coming due as part of eval.

week, month, quarter, etc). This saves the individual from having to reassign the exam to everyone periodically.

SEM-9 Document Certs on Fm 4348

A - Squadron option whether to use Fm 4348 in addition to LoX. B - Mandate units’ document Cert status changes on Fm 4348 in addition to LoX. C - Mandate units do NOT use Fm 4348 (i.e., only use LoX)

C A B A C A A A This refers to the documentation of an individual's certifications on AF Form 4348 within the Stan Eval Management module. This information is already being documented in the Letter of X module for most ISR communities. --AFISRA (now 25AF) mandated use of the Fm 4348 for DCGS units in 2013 because at that time, LoX certifications did not transfer between databases. With the new LoX module in 5.10, LoX certifications now export with an individual's PEX record, and will import and display in the gaining unit if the gaining unit uses the same certifications (some key fields must match). --What is new in 5.12 is a one-time push from the Fm 4348 to the LoX module when an individual is awarded the certification for the first time. Due to the fact that subsequent 4348 entries for a certification already assigned in the LoX module will not push updates to the LoX module and because there is no reverse relationship (i.e., changes in the LoX module do not make 4348 entries), this feature is not recommended for most ISR communities.

stan/eval management (sem) checklists current as of: 5/30/2017 5.13... · pex 5.13 stan/eval...

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