1. TAP eForm & Enterprise Database Training
Managers/Counselors
Welcome to the Transition Assistance Program’s eForm Training for Managers and Counselors. This new eForm and Enterprise Database was developed by the Transition to Veterans Program Office.

2. eForm Overview Combines DD Forms 2648, 2648-1, and 2958
Individual dashboards
Service members
Managers/Counselors
Commanders (and their Designees)
Streamlined and efficient
Increases data accuracy, reduces redundant data
Provides real time access and TAP visibility across DoD enterprise
Prints as a one-page PDF
Ease of use
Pre-populates personal information (pulled from DEERS)
Pre-separation needs assessment
notifications & electronic signatures
Accessible 24/7 via any electronic device with Internet access
Token based access (no system access request needed)
The new eForm combines the three forms Service members had to previously carry around into one electronic version. There are individual dashboards for Service members, Managers and Counselors, and Commanders and their Designees.
The eForm is streamlined and efficient by increasing data accuracy, providing real time access and visibility across the DoD. This helps Managers and counselors who work with service members who may not be stationed at their Service’s installation. It can also be printed into a one-page PDF.
Ease of use is also greatly improved. It provides real time access, pre-populates the Service members’ personal information which is pulled from DEERS, can be signed electronically, and automatically sends out notifications when a signature is needed. The eForm can be accessed by any electronic device with Internet access.

3. eForm Overview, continued
Disconnected operations capability
Only an option for when connectivity is not available
e.g., incarceration, hospitalization, or afloat units
Once a hardcopy form is initiated, it must be used to complete that entire phase of the transition process
A worksheet is provided, allowing for the capture of eForm background data
Capstone Review: ensure each completed CRS block is checked
Ensure an authorized signature is obtained from the Service member on the DD Form 2648
It is the Services’ responsibility to transmit the signed hardcopy to the Official Military Personnel File (OMPF) upon completion
In the case that a Service member cannot access the eForm, such as incarceration, hospitalization, or is part of a unit that’s afloat, the Service member can fill out a hardcopy of the eForm. However, once that process is started, it must be used for that entire phase. A couple things to double check: make sure that each CRS block is checked, the Service member signs DD 2648, and it is the Services’ responsibility to transmit the signed hardcopy to the Official Military Personnel File after it’s completed.

4. eForm for Managers/Counselors
Allows Managers/Counselors to:
Verify Career Readiness
Execute a pre-separation needs assessment
Track Service members progress in TAP via self-service dashboard
Access to Service members’ TAP records in other Services
Have flexibility in annotating warm handovers
Run canned reports, ad-hoc reports
Managers and counselors are now able to verify a Service member’s career readiness, and execute a pre-separation needs assessment. They can track Service members TAP progress as well as view Service members in other Services, if a Service member is stationed at an installation that is not their own. They are also able to run canned or ad-hoc reports.

5. eForm for Managers/Counselors
Ability to track all in-progress eForms associated to user
Grade
Anticipated separation date
Current phase the eForm
Last time eForm was updated and by whom
Sort records by various categories
Completed eForms will remain on the dashboard for 90 days (remains in the database permanently)
Managers are also able to track all in-progress eForms that are associated to them. They can see a Service member’s grade, anticipated separation date, current phase, and when and by whom the last time the eForm was updated. The active eForms can be sorted by various categories depending on the need of the manager or counselor. Completed eForms remain on their dashboard for 90 days, though they remain in the database permanently.

6. eForm Functions and Capabilities
Only one person can access the eForm at a time
If the eForm is currently being edited, it cannot be signed by anyone else until they save and exit
The eForm sends an alert with the name of who is editing it, if they need to be contacted
If the eForm is still open after an hour, it resets and then the eForm can be accessed
The eForm will not allow signatures or completion if there are empty required data fields
Ensure that the eForm is saved after each section is filled
The eForm sends a notification if any data elements are missed
An eForm can only be accessed by one person at a time. If a Service member is accessing his or her eForm, until they save and exit, their Manager or Commander cannot go in and sign it. Additionally Commanders cannot sign an eForm that has empty data fields. As the Service members move through the eForm, if there is a data element has been left empty, the eForm will prompt the Service member before any signatures can be given.

7. eForm Phases
The eForm is developed and designed to support TAP policies through three mandatory phases.
Pre-Separation Counseling
Counseling provided to eligible Service members by TAP staff or command career counselors, to inform members of services, benefits, curriculum, assessments, career readiness standards (CRS) deliverables, and individual transition plan (ITP) during and after their separation, retirement, or release from active duty
CAPSTONE Review
Eligible Service members produce evidence of their deliverables that meet the CRS to TAP staff or command career counselors
Commander’s Verification
Eligible Service members produce evidence of the deliverables to Commander’s or their designee that meet the CRS before separation, retirement, or release from active duty
There are three phases supported by the eForm: Pre-separation counseling, CAPSTONE review, and Commander’s verification.
Pre-separation counseling gives eligible Service members information regarding services, benefits, curriculum, assessments, career readiness standards deliverables, and individual transition plan during and after their separation, retirement, or release from active duty.
The CAPSTONE review is when Service members produce evidence that they have met their CRS deliverables to their TAP staff or counselors.
Finally, Commander’s verification is when Service members produce their completed CRS deliverables to their commanders.

8. eForm Phases, continued
Personal information
Pre-populated and pulled from DEERS
Always check that this information is correct; if incorrect, it must be changed in personnel file
Pre-Separation Needs Assessment
Answer Yes or No
If Yes, a date of completion must be entered
Report attendance for course sessions and various training tracks
A completion date is automatically entered when both Service member and Counselor sign the eForm
Warm Handovers
Enter name, location, details, etc.
Signatures
Service member’s AND Counselor’s electronic signatures
Can enter remarks, which remain in eForm until completion, and become part of the printed PDF
All required fields must be filled out in order to sign the eForm
The first section of each phase is the Service member’s personal information. This is pre-populated in the eForm and is pulled from the Defense Enrollment Eligibility Reporting System or DEERS. Even though the information is already there, make sure it is correct. It cannot be changed in the eForm, any updates must be changed in the Service member’s personnel file.
The Pre-Separation Needs Assessment section is a list of yes or no questions. Service members report their attendance for their TAP courses and training tracks. If a question has a yes answer, a date of completion must be entered as well.
If a warm handover takes place, the organizations name, location, and other details must be entered in this section.
Signatures is the final section of each phase. All required fields must be filled out or the form will not allow for signatures. Remarks can be entered, and remain part of the eForm until completion, and also become part of the printed PDF.

9. Commander’s Verification
When a signature is needed, Commanders will receive a notification containing a link
Click the link and follow the steps to sign the eForm
Before signing, Commanders must ensure that a Service member is:
VOW compliant
Career ready
Has a viable Individual Transition Plan (ITP)
That the Service member has transportation and housing post-separation
Note if any warm handovers were completed
The final section is Commander’s verification. When a signature is needed from a commander, they will be sent an containing a link. If they click the link, it will take them to the page where their signature is required.
However, there are a few things that Commanders must verify before they sign. The Service member must be VOW compliant, career ready, have an ITP. They must also ensure that the Service member has transportation and housing, and if a warm handover took place, it needs to be noted on their eForm.

10. Managers & Counselor’s Login Page
This is the login page for Managers & Counselors. Click the yellow button to proceed to the CAC-enabled login.

11. Managers & Counselors Homepage
This is the Managers and Counselors homepage. From here managers and counselors are able to access eForms, view Transition and VMET documents, and run reports.

12. Managers & Counselors Dashboard
This is the Managers and Counselors Dashboard. All active eForms will show up on this page.

13. Managers & Counselors Reports
This is the Managers and Counselors Reports page. All reports run by Managers and Counselors will show up here.

14. Points of Contact
For more information, visit: Army Navy Air Force Marine Corps Coast Guard
The Transition Assistance Website for each agency are listed here if you have any questions or comments. Thank you.