retirement services initiative: user guide page 1 of 24 · 2011. 10. 6. · retirement services...

Retirement Services Initiative: User Guide of 24


T a b l e o f C o n t e n t s I n t r o d u c t i o n 3

G e t t i n g S t a r t e d 4

P l a c e a n O r d e r 6

P e r s o n a l i z e d K i t s 7

G e n e r i c K i t s 1 0

R u n R e p o r t s 1 2

B a s i c R e p o r t 1 2

L o n g R e p o r t 1 5

L o g O u t 1 7

P a s s w o r d R e s t 1 8

R e s e t W h i l e L o g g e d O u t / F o r g o t P a s s w o r d 1 8

R e s e t P a s s w o r d W h i l e L o g g e d i n 2 3

N e w A c c o u n t A c c e s s 2 2

R u n R e p o r t s

L o n g R e p o r t s 2 4

N o r m a l R e p o r t s 2 5


I n t r o d u c t i o n The Retired Services Initiative (RSI) was

developed to provide support to the

Assistant Secretary of the Army

(Manpower and Reserve Affairs) (ASA

(M&RA)) in implementing the Army

Retiring Soldiers (ARS) Recognition

Program. The goal of the program is to

build a strong sense of community within

the Army family – to include ARS and to

increase awareness of the Army and its retired Soldiers among hometown America. Building a

“community of support within and for the Army family” was and remains the overarching goal.

The ARS Commendation Program mission is intended to recognize all Army’s Retiring Soldiers

(to include Reserve/National Guard), in accordance with statue, by providing ARS a United States

flag, and policy, by providing an Army Retired Soldier’s pin; build and provide a base of goodwill

and community, but specifically to include Retirees and their families and get Retirees more

involved in Army support and recruiting.

The production, distribution and presentation of the ARS Commendation provides an opportunity

to engage with retiring Soldiers and affords them an elegant means of “wearing their Army pride

for all to see”. In doing so, that display of pride and service supports the entire Army family and

speaks directly to the critical component of “Army Strong”.

This guide is designed to give you the information needed to order retirement packages. Should

you have any questions regarding the technical functionality of this site, please contact the

technical support desk at 210.354.1661 x3. Should you have any questions regarding the RSI

program, please contact the RSI Program Manager at (210) 466-0332 DSN 450. You may also

contact us via email at [email protected].


G e t t i n g S t a r t e d Welcome to the first step in getting started with RSI.

1. Enter www.MyArmyRSO.com into the address line of your web browser and press

ENTER. This will take you to the RSI Login page. If you have any trouble accessing the

portal, please contact technical support at 210.354.1661 x 3.


2. Once you have successfully logged in, you will be prompted to your dashboard. Here you

will have the option to execute any of the functions offered by RSI. Please use any of the

buttons included in your right-side navigation for the functionalities. At this time, only the

“Place an Order,” “Admin,” and “Run Reports” functionality is operational.


P l a c e a n O r d e r To place an order please, select the Place an Order button at the top of the right navigation.

Here you may either select PERSONALIZED KITS or GENERIC KITS.

By selecting the PERSONALIZED KITS, you will have the ability to place an order for a

specific individual.

By selecting the GENERIC KITS button, you will have the ability to place a generic order

with no personalization on the deliverables.


P e r s o n a l i z e d K i t s

P a r t 1

1. Please go through the form and completely fill out the fields.

2. Use the dropdown menu to enter the Rank of the individual.

3. Select the Component.

4. Enter the individual’s Personal Contact Information.

5. Select the Installation per the dropdown menu.

6. Select the Ceremony and In-hand dates. Please note that the Ceremony Date selected

must be after to the In-Hand date.

7. Select the Status.

8. Select if the retirement kit is either being shipped to the Retiree Address or Installation.

9. Click on the CONTINUE button.


P a r t 2

1. Please enter the Company Name.

2. Please enter the Address.

3. If there is a need for a second Address, please enter at Address 2.

4. Please enter the City, State, Zip Code, and Country.

5. Please select CONTINUE.


P a r t 3

1. Please review complete order.

2. If approved, please click on CONFIRM ORDER. If this is selected, you will be prompted

to either GO TO DASHBOARD or DO ANOTHER TRANSACTION.

3. If you need to edit order, please click on

CANCEL ORDER. If you select this option,

you will be asked to confirm cancellation of

current transaction. If OK is clicked, you will

then be prompted to either GO TO

DASHBOARD OR DO ANOTHER

TRANSACTION. If you click on CANCEL, you

will be prompted back to review screen.


G e n e r i c K i t s

S t e p 1

1. Select Installation to ship to by utilizing the drop down.

2. Enter the quantity of kits.

3. Enter the Requested In-Hand Date. This is a required field.

4. Enter the Company Name.

5. Enter the Address, City, State, Zip Code, and Country.


S t e p 2

6. Next either select CANCEL TRANSATION or SUBMIT TRANSACTION. By selecting

CANCEL TRANSACTION, you will be prompted to confirm cancellation. By selecting

SUBMIT TRANSACTION, you may either GO TO DASHBOARD or DO ANOTHER

GENERIC TRANSACTION ORDER.


R u n R e p o r t s This feature will assist you in searching for orders by a specific date. The date is defined as the

date that the order was placed. The results will display both PERSONAL and GENERIC orders;

along, with their details.

B a s i c R e p o r t

P a r t 1

1. Select RUN REPORTS from the right navigation.


2. Select the Date that you would like to run a report for.


3. Two tables will appear containing the results for both the Personalized and Generic

Orders.

Note that you can sort any column of data by clicking on the section name at the top of the table.

4. To view the Details of any order, please click on DETAILS.

Note that you can sort any column of data by clicking on the section name at the top of

the table.

5. If viewing Details, please click on Back to Search List to return to previous screen.

The site will automatically get all of the orders you as an RSO has made. It should display the last fifteen (15)

orders you have made for both Retiree and Generic Orders.

If you have more than fifteen items, the list will automatically create pages for you, which will be indicated with

the number at the bottom of the list.


V E T S L o n g R e p o r t ( F o r A d m i n a n d V e t s O n l y )

1. Log-in to the MyArmyRSO.com site.

2. Click the “Run Reports” button.

3. Select a date that you need to view.

4. Once the results have been displayed, there will be a link in the lower left corner of each

result table.

5. Click the “Export to Excel (Retiree Order)” link to export the Retiree Order Results list.

Click the “Export to Excel (Generic Order)” link to export the Generic Order Results list.

6. Save the generated file into your computer.


7. Note: when opening the excel file, it will give you a warning:

“The file you are trying to open is in a different format than specified by the file extension.

Verify that the file is not corrupted and is from a trusted source before opening the file.”

When you get this warning, click “Yes” to open the file. This is happening because the

excel file is being generated by the website and was created in a different way than

normal. This is safe since it is coming from the actual website.

8. Once the excel file is open, you can either save it as the new excel file format or leave it as is. The file should contain all the data on the date that you have specified.


L O G O U T

1. Simply click on the LOG OUT button on the top right corner of your screen.


P a s s w o r d R e s e t P a s s w o r d R e s e t W h i l e L o g g e d O u t / F o r g o t P a s s w o r d

1. Click the “Reset Password” link. This will bring you to the Password Reset Page

2. In the Password Reset page, you will be asked to enter your “Email” and “Last Name”.

3. Take note that the Email is the email that you use to log-in the site. The Last Name is

your last name. The last name is not case sensitive.


4. Click the “Reset Password” button. The site will now verify if the Email and Last Name

you have entered are in the system and if they are correct.

5. If the entered data are correct, the site will send you a “Temporary Password” to the

email address you have on record in the site.

6. Use the temporary password to log-in into the site together with your Email which serves

as your User name.

7. Log-in the site. Enter your Email and Password.


8. Since you have requested a password reset, the site will ask you to change your

password to the password that you desire. You can do this on the Password Reset page.

9. On the Password Reset Page, it will ask you to enter your Email, Temporary Password,

New password and Confirm Password. All Passwords must be AKO compliant. (The form

will have a auto-validation feature, so you will see if you have met the password

requirement)

A r m y K n o w l e d g e O n - L i n e ( A K O ) P a s s w o r d R e q u i r e m e n t s

Password must be at least ten (10) characters long.

Password must contain a mixture of: a. At least two (2) UPPER case letters b. At least two (2) lower case letters c. At least two (2) numbers d. At least two (2) special characters (!%^^*()_-+=[{]}:>|/?)

Password cannot begin with a dollar sign ($)

Password must not contain any consecutively repeating characters.


10. Click the “Reset Password” button to save your new password.

Once your new password is saved, the site will verify if you have your Security

Questions.

a. If the site did not found any Security Question associated to your account you will

be asked to select and answer the Security Questions.

b. If the site found that you already a security question associated to your account,

the site will ask you to answer one of those questions before it saves the new

password that you have answered. Failed to answer the question will result in

your account to be locked in the Password Reset Mode. This will be removed

once the password reset process has been completed.


11. Once done, your password will be saved and you can go in and log-in the site.


P a s s w o r d R e s e t w h i l e u s e r i s L o g g e d - i n . 1. While logged in the site, Click the “Admin” button.

2. This will bring you to your Admin Dashboard. Here you will have the “Password Reset”

3. Click the link and it will bring you to the Password Reset Page.

Here you will enter the following:

a. Current Password (The password you are currently using.)

b. New Password

c. Confirm Password

d. Security Question Answer. (Note the Security Question will be the three

questions associated to your account. The site will only pick randomly one of the

three questions.)

4. The Current Password and Security Question must be correct and match what is in

record. If one fails, the new password will not be accepted.


N e w A c c o u n t A c c e s s Please contact Marshall Eddy via email:

[email protected]

Please include email address, your first and last name, your phone number, your role (Retiree,

RSO, Manager), and what institution you will be supporting.

Once approved you will be contacted at the email provided with credentials to log in to

myarmyrso.com.

retirement services initiative: user guide page 1 of 24 · 2011. 10. 6. · retirement services...

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