Personnel Security - v1.0.1.0


Reorganizes the sitemap for improved navigation and common workflows and configures baseline forms and views across Personnel Background Investigations, Adjudications, Clearances, CV Triggers, and related entities. Adds Process & Tasking integration, standardized Investigation Number formatting and reporting charts (By Provider, By Action Status), a multi-stage business process flow linking Investigation → Adjudication → Clearance, and a sample Power BI report.
  • Sitemap Reorganization: Organized the sitemap into Clearance Activity, Search Related, and Physical Security sections to improve navigation and support common workflows.

  • Personnel Background Investigations: Configured baseline forms and views; integrated with Process and Tasking Action Items side pane. Auto-formatted Investigation Number column to INV-yyyyMM-SEQ:3. Added “By Provider” and “By Action Status” charts for reporting.

  • Personnel Adjudications: Configured baseline forms and views; added auto-set name behavior on Quick Create.

  • Personnel Clearances: Configured baseline forms and views; added auto-set name behavior on Quick Create.

  • Personnel CV Triggers: Configured baseline forms and views.

  • Investigation Business Process Flow: Added a business process flow spanning Personnel Background Investigation -> Personnel Adjudication -> Personnel Clearance.

  • Power BI Report: Added a sample Personnel Security Power BI report showing Investigation Provider statistics.

  • Personnel Passport / Foreign Travel / Foreign Contact / Reportable Life Event: Configured baseline forms and views for Passports, Foreign Travel, Foreign Contacts, and Reportable Life Events.