1. INTRODUCTION TO C.REQUEST
Checklist of things to do while people are entering:
Put this up on the screen
Log into C.Request on the monitor PC
For each user’s PC, log into the network for them (not C.Request).
If a PC at a seat is not working, let the users know as they filter in.
Put the training IDs & passwords at each station.
Put the training materials at each station.
Sign in Sheet
Help Desk
(301)

2. COURSE OBJECTIVES CLASS TAKES APPROXIMATELY 30 MINUTES
THE PROCUREMENT PROCESS
SYSTEM SETTINGS
ACCESSING C.REQUEST
LOGIN
LEARNING ABOUT THE TOOLBAR
INBOX
MY PROFILE
HELP
BUSINESS RULES/CUSTOM HELP
LINKS
CLOSING

3. THE PROCUREMENT PROCESS
The Requisitioner realizes a need. Requisitioners use the C.Request system to create a requisition & define the funds.
Submit
The Acquisition Staff creates a contract to buy the product or service. Acquisition staff use the C.Buy system to create the contract and obligate the funds.
Obligate
The Finance Staff posts the funding and pays the invoices. The Finance Staff use the CFS system to post and pay invoices

4. SYSTEM SETTINGS
Use Internet Explorer to access C.Request (Other browsers are not supported)
Before starting there is a one-time set up for the level of security. This will not need to be repeated.
Security Setup:
Select the Tools menu
Select Internet Options
Select the Advanced tab
Scroll to bottom
Confirm ‘Use TLS 1.0’ is checked
Select OK to exit
Level of Security

5. To request a ID and password go to:
ACCESS C.REQUEST
To request a ID and password go to:
Open Internet Explorer.
To access CRequest from outside of a NOAA office the system will need to be logged into VPN, please see local Help Desk for more information on VPN.
Go to the following URL
Select
CRequest for NOAA -Production
Switch to C.Request and have the users follow along with you all they way through the first req.

6. LOGIN
Use all UPPERCASE for Logon ID
Passwords are case sensative. Enter it exactly as provided to you.
Select Submit to enter C.Request
Warning: After 3 unsuccessful login attempts the system locks. Call the Help Desk at (301)
See Appendix for more login error information

7. Login takes the User to HOME
LOGIN - ENTER HOME PAGE
Login takes the User to HOME

8. LEARNING ABOUT THE TOOL BAR
HOME – From Home you create new, search existing, and manage requisitions.
MY PROFILE – This is where you set your User Preferences.
BUSINESS RULES/CUSTOM HELP – Not currently utilized
INBOX – Contains requisitions you have routed for review and/or approval.
HELP – Launches the Comprizon Suite online help. Some may not apply to NOAA.
LINKS – Links to standard websites such as DOC, GSA, and CACI.

9. INBOX The INBOX will be explored in the Approver Training module.
INBOX – Contains requisitions you have routed for review and/or approval.

10. MY PROFILE My
Profile
There is a verification screen before entering the My Profile area.
Enter C.Request login password. This is the same password entered at the CRequest Login.
Continue = To My Profile
Cancel = Returns to Home

11. MY PROFILE My Profile is where the User Preferences are set.
Verify account information for accuracy after receiving the new account.

12. MY PROFILE – ADMINISTRATION TAB
Change can be made to the name, title, phone number, fax number and address. Remember to update these if they change.
You can change the name, title, phone number, fax number and address. Remember to update these if they change.
Administration is the first tab. Note that the selected tab is grey.
These fields can only be edited by the System Administrators:
- Code – Office - Active
System can only send an to correct addresses so check for accuracy

13. MY PROFILE – ADMINISTRATION TAB
Send – When checked, will be sent when a requisition is routed to INBOX. Recommended.
Action Alerts – When checked, s with status for individual requisitions will be sent.
Forward Items – Out of Office feature to temporarily re-route requisitions while out of the office.
Select ID of person to forward items
Blue Command Buttons:
Save = saves data, but returns you to the Home
Apply = saves the data, keeps you on same page (preferred)
Reset = clears fields for re-entry
Cancel = returns you to Home without saving

14. MY PROFILE – ADDRESSES Setting defaults is highly recommended
Set default addresses here. These addresses will automatically pre-populate the address field each time a requisition is created.
Even though the system will pre-populate the requisition with the ‘default addresses,’ edits can be made per requisition.
Only Contracting Office, Purchase For, Deliver To, & Ultimate Destination Addresses apply to the DOC usage of this system. The other addresses may be left blank.
Use the Magnifying glass to look up addresses

15. MY PROFILE - AUTHORITY NOT Applicable to Users.
Can only be audited by the System Administrators.

16. MY PROFILE - WARRANTS NOT Applicable to Users.
Can only be audited by the System Administrators.

17. MY PROFILE – LOGINS/PASSWORDS
FPDS-NG – Only applies to CBuy.
Login Password – Use to log into the system. Expire every 90 days
Signature Password – Is used for approvals
Passwords
Must be at least 8 characters
Contain at least one number
Are case sensitive
Expire every 90 days.
Blue Command Buttons:
Save = saves data, but returns you to the Home
Apply = saves the data, keeps you on same page (preferred)
Reset = clears fields for re-entry
Cancel = returns you to Home without saving

18. Use login password to enter There are 3 tabs in My Profile to edit:
MY PROFILE REVIEW
Use login password to enter
There are 3 tabs in My Profile to edit:
Administration
Addresses
Passwords/Login
Go to the Administration tab to set ‘Away’ routing before going on leave

19. HELP
Help
Upon selecting Help a Pop Up will appear

20. HELP Type topic to search on and hit Go
All entries pertaining to the topic appear
Click on the topic and instructions will appear
DOC does not use all of the products referenced in search. Some of the topics will not apply.

21. BUSINESS RULES/CUSTOM HELP
NOAA IS NOT USING THIS SCREEN
STAY TUNED FOR FUTURE UPDATES

22. LINKS Links Links to several websites.
Additional websites can not be added at this time.

23. CLOSING Thank you for taking the CRequest Introduction Course
Help Desk
Visit the CRequest web page:
To request a User ID
General system status and information
Coming Soon:
CRequest Approver Course
CRequest Create a Requisition Course

24. APPENDIX A – GOOD TO KNOW
Blue Command Bar
Calendar Icon
Drop Down Arrow
Hyperlink
Letter Case
Mandatory Field
Magnifying Glass
Mark Box
Menu / Grey vs Black
Refresh
Summary Screen
Status Message

25. APPENDIX A – GOOD TO KNOW
i. Blue Command Bar
The blue Command Bar initiates your action
Save = saves data, but returns you to the Home
Apply = saves the data, keeps you on same page
Reset = clears fields for re-entry
Cancel = returns you to Home without saving
ii. Calendar Icon
Click the Calendar Icon and a calendar will pop-up. This allows the user to choose a date that the system will fill in automatically. Whenever a Calendar Icon is available, the user has the option to fill in the date manually in the provided field, or use the pop-up calendar. On the pop-up calendar, the inner arrows take you month to the month, and the outer arrows take you year to the year.

26. APPENDIX A – GOOD TO KNOW
iii. Drop Down Arrow
Drop Down Arrows are used to provide a pick-list. No free-form fill is available - only the pick-list items.
iv. Hyperlink
An item with blue – underlined text is a hyperlink. Click the blue-underlined text to go to the item.
v. Letter Case
It is important to type in CAPITAL LETTERS while in C.Request. The system does not always recognize a lower case letter as the same letter as an upper case letter.

27. APPENDIX A – GOOD TO KNOW
vi. Mandatory Field
* = Mandatory Field. If you do not fill in a mandatory field, then upon Save or Apply, a status message will appear at the bottom of the screen. If User leaves the screen without fixing the mandatory field, then all information (including defaults) will be lost. Resolve before going to another screen.
vii. Magnifying Glass
Click the Magnifying Glass Icon and a look-up screen will pop-up. This allows the user to search for available options that the system will fill in automatically. Whenever a the Magnifying Glass Icon is available, the user has the option to fill in the data manually, or select from the pop-up list to have the system fill-in. Select by clicking the clip-board with the red check-mark. Narrow your search by using the boxes at the top.

28. APPENDIX A – GOOD TO KNOW
viii. Mark Box
Click the box beside an item to select it. A checkmark will appear by selected items. Some screens allow multiple selections and others do not. After selecting an item, menu functions will be available (e.g., copy). For more information see Menu / Black vs. Grey.
Example of functions available after selecting a mark box:
becomes

29. APPENDIX A – GOOD TO KNOW
ix. Menu / grey vs black
Black menu items are available for the user to select. Light grey items are not available for the user to select. There are a couple reasons an item may be light grey and unavailable.
The User needs to select an item before a function (e.g., copy) is available, or
2) DOC does not have licenses for the full C-Suite (e.g., FPDS), for which some options will always be light grey.
becomes
x. Refresh
Click the Refresh Icon to have the system show the results for manually entered data. Use this to confirm that your manually entered data is correct.
becomes

30. APPENDIX A – GOOD TO KNOW
xi. Summary Screen
Summary is the home base for the requisition. Select Summary to continue to work with your requisition. It is found on the left menu screen. Summary provides the Requisition Summary menu (as shown on the right).

31. APPENDIX A – GOOD TO KNOW
xii. Status Message
At the bottom of the screen is an area for system messages and status. If Cancel is selected before the issues are resolved, then the information entered will be lost. Do not proceed to the next step until you get a positive message such as ‘Requisition created successfully.

32. APPENDIX B - LOGIN - REGISTRATION SCREEN DO NOT REGISTER
Not entering through the HOME screen, means an incorrect ID was attempted at login. The registration screen will appear.
PLEASE DO NOT FILL IN THE REGISTRATION SCREEN.
Select CANCEL. Double check the ID with the Help Desk and try login again.