Defense and intelligence · Moraph software

Personnel Security (PerSec) Clearance Tracker

Every clearance, reinvestigation, reported event and access record in one place

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Overview

What you are buying

The Personnel Security Clearance Tracker keeps the record of each person's eligibility and access, from initiation through periodic reinvestigation or continuous vetting enrollment to debriefing. It tracks self-reported events and the continuous vetting alerts your security office receives, so each one is reviewed, documented and passed to the adjudicating authority where required. The tracker organizes the work; eligibility decisions remain with the government adjudicators and security officers responsible for them.

The problem it solves

Security offices manage clearances across the government system of record, spreadsheets of reinvestigation dates, inboxes of self-reported events and paper briefing forms. Continuous vetting has replaced fixed reinvestigation cycles for much of the workforce, but alerts still arrive by message and are tracked by hand. When an inspection asks how a reported event was handled or who was read on to a program, the answer has to be pieced together.

Initiations, reinvestigations and continuous vetting enrollment are tracked in spreadsheets
Self-reported events and continuous vetting alerts are handled by email without a consistent record
Briefings, debriefings and access lists live on paper or in separate files
Inspections and audits require the history of each case to be rebuilt by hand

Who uses it

Security offices in defense and intelligence agencies
Facility security officers at cleared contractors
Personnel security specialists who manage cases day to day
Special security officers who manage program access
Inspectors and auditors who review personnel security programs

Requirements it supports

Executive Order 12968, Access to Classified InformationSecurity Executive Agent Directive 3, Reporting Requirements for Personnel with Access to Classified InformationSecurity Executive Agent Directive 4, National Security Adjudicative Guidelines32 CFR Part 117, National Industrial Security Program Operating Manual (NISPOM)DoD Manual 5200.02, Procedures for the DoD Personnel Security ProgramPrivacy Act of 1974 (5 U.S.C. 552a)

The product supports these requirements; meeting them remains your organization’s responsibility.

See how it works

A short walkthrough

Illustrative screens with fictional sample data. They show the workflow, not any client’s data or configuration, and the layout of the product itself differs. A live demonstration uses the product with sample data.

Step 1

What is coming due

The security office sees every reinvestigation, enrollment, briefing and training date before it lapses.

Person	Eligibility	Item due	Due	Specialist	Status
Employee 20431	Secret	Annual refresher briefing	In 9 days	Specialist A	Reminder sent
Employee 18872	Top Secret	Continuous vetting enrollment action	In 21 days	Specialist B	Open
Employee 30115	Secret	Reinvestigation forms	Overdue	Specialist A	Awaiting employee
Employee 22790	Top Secret	Program read-on renewal	In 30 days	Specialist C	Open
Employee 41066	Secret	Foreign travel debrief	In 3 days	Specialist B	Scheduled

Step 2
A person's record
Eligibility, investigation, enrollment and access in one record, with sensitive case details kept to those who need them.
Personnel Security (PerSec) Clearance Tracker · Employee 18872Sample data
Employee 18872 · Example Agency, Office of Analysis (fictional)
Eligibility
Top Secret (recorded from system of record)
Investigation
Tier 5, fictional sample date
Continuous vetting
Enrolled
Program access
2 programs
Open cases
1, restricted
Recent activity
- Foreign travel self-report reviewed and closed
- Annual briefing completed
- Record matched at last reconciliation
Open caseRequest access change
Eligibility, investigation, enrollment and access in one record, with sensitive case details kept to those who need them.
Step 3
A self-report
The employee reports foreign travel through a form, and it goes to the security office for review.
Personnel Security (PerSec) Clearance Tracker · Self-report SR-6620Sample data
Self-report SR-6620 · Foreign travel
Submitted by
Employee 41066
Travel type
Personal
Destination
Example Country (fictional)
Pre-travel briefing
Completed
Assigned to
Specialist B
Review steps
- Confirm pre-travel briefing recorded
- Schedule post-travel debrief
- Record any reportable contacts from the debrief
Request informationRecommend closure
The employee reports foreign travel through a form, and it goes to the security office for review.
Step 4
Handling a continuous vetting alert
An alert received by the office is logged, reviewed and passed on as your procedures require, with a second reviewer before closure.
Personnel Security (PerSec) Clearance Tracker · Case PS-1184Sample data
Case PS-1184 · Employee 30115 (restricted)
1. Continuous vetting alert received through official channel and loggedSpecialist A
2. Employee asked to provide informationSpecialist A
3. Information received and reviewedSpecialist A
4. Required report submitted in government system, reference recordedSpecialist A
5. Referral reviewed and approvedSecurity officer
6. Adjudicator's decision recorded when receivedSpecialist A
An alert received by the office is logged, reviewed and passed on as your procedures require, with a second reviewer before closure.

Step 5

Program access list

Who is read on to a program, when they were briefed and when the list was last certified.

Person	Program	Briefed	Agreement	Last certified	Status
Employee 18872	Program EX-ALPHA (fictional)	Sample date	On file	Last quarter	Active
Employee 22790	Program EX-ALPHA (fictional)	Sample date	On file	Last quarter	Active
Employee 50213	Program EX-ALPHA (fictional)	Sample date	On file	Last quarter	Leaving: debrief due
Employee 47308	Program EX-BRAVO (fictional)	Sample date	Missing	Not yet	Hold

Step 6

Reconciling with the system of record

The tracker compares its records with an authorized export and lists differences for a specialist to resolve.

Person	Field	Tracker	System of record	Resolution
Employee 30115	Investigation date	Sample date A	Sample date B	To review
Employee 12904	Eligibility	Secret	None recorded	To review
Employee 20431	Continuous vetting	Not enrolled	Enrolled	Tracker updated
Employee 38817	Organization	Office A	Office B	HR record corrected

Workflows

The principal workflows

Initiate
When someone needs eligibility or access, the security office opens a case, collects what is needed and tracks the request through the government system until a determination is recorded.
- Request for eligibility or access submitted by a manager with the justification
- Security specialist confirms the position's requirement and opens a case
- Applicant instructed to complete the investigation forms in the government system
- Submission, investigation and determination dates recorded as they occur
- Interim and final determinations recorded from the system of record
Monitor
Each person's eligibility, investigation date, continuous vetting enrollment and access are tracked, with reminders before anything lapses.
- Eligibility, investigation and enrollment dates kept for each person
- Reinvestigation or enrollment actions flagged before they fall due
- Required annual briefings and refresher training tracked
- Records reconciled periodically with the government system of record
- Discrepancies listed for a specialist to resolve
Report and review
Self-reported events and continuous vetting alerts received by the security office become cases, each reviewed by a specialist and passed to the adjudicating authority where your procedures require.
- Person self-reports foreign travel, contacts or other events through a form
- Continuous vetting alerts received by the office are logged against the person
- Specialist reviews the event and gathers any needed information
- Required reports submitted in the government system and the reference recorded
- Outcome and adjudicator's decision recorded when received
Access
Briefings, nondisclosure agreements, read-ons and debriefings are recorded so the office knows who has access to what, and can prove it.
- Access request approved by the program or facility security lead
- Briefing completed and the signed nondisclosure agreement recorded
- Access list updated for the program or facility
- Debriefing recorded when access ends or the person leaves
- Access lists reviewed periodically and certified

Roles and permissions

Who does what in the product

Each role below is a starting point. During implementation we set them up to match your teams, and every action anyone takes is recorded in the audit trail.

Employee (self-service)

Cleared employee, contractor staff member, applicant

Meets their own reporting and briefing obligations and keeps track of what is due.

Sees

Their own eligibility level, investigation date and access
Briefings, training and reports due
Self-reports they have submitted and their status

Does

Submits self-reports for foreign travel, contacts and other reportable events
Completes briefings and signs acknowledgments
Updates contact details used by the security office
Responds to requests for information from a specialist

Cannot

See notes, alerts or case details held by the security office
See anyone else's record
Change their own eligibility or access

Approvals: Nothing they submit needs their own approval; every self-report is reviewed by a security specialist.
Notified about: Briefings and training coming due, requests for information, and confirmation that a self-report was received.

Personnel security specialist

Personnel security specialist, security assistant, assistant facility security officer

Manages the day-to-day work: initiations, due dates, reported events and alerts, with every action recorded.

Sees

Records of the people in their assigned population
Cases assigned to them, with notes, reports and attachments
Due lists for reinvestigations, enrollment, briefings and training
Reconciliation differences against the system of record

Does

Opens and works cases for initiations, reported events and alerts
Records submissions and determinations from the government system
Requests information from employees and records responses
Records the reference for reports submitted in the government system
Recommends closing or referring a case, with the rationale
Resolves reconciliation differences

Cannot

Close or refer their own cases without supervisor review
Make or record an eligibility determination that the adjudicating authority has not made
Change access lists for programs outside their assignment

Approvals: Case closures and referrals they recommend are reviewed by the security officer or a designated supervisor.
Notified about: New cases and self-reports assigned to them, items coming due, and cases returned with comments.

Security officer

Facility security officer, security manager, chief of personnel security

Owns the personnel security program, approves case outcomes and referrals, and answers to inspectors.

Sees

Every person, case and access list in the organization
Program reporting: due dates, open cases by age, reconciliation status
The full audit trail

Does

Reviews and approves case closures and referrals
Decides which roles may see sensitive case details
Certifies access lists and reconciliation results
Assigns and reassigns work across specialists
Prepares reporting for leadership and inspections

Cannot

Approve a case they worked themselves; a second reviewer is required
Edit or delete entries in the audit trail
Record an eligibility decision on behalf of the adjudicating authority

Approvals: Approves case closures, referrals and access list certifications; their own cases need a second designated reviewer.
Notified about: Cases waiting for review, items overdue across the program, and access lists due for certification.

Program security officer

Special security officer, program security officer, SAP or SCI security lead

Controls access to the programs and facilities they are responsible for, and keeps the briefing record for each.

Sees

People with access to their programs and facilities
Briefing, agreement and debriefing records for those programs
Pending access requests

Does

Approves or declines access requests for their programs
Records briefings, signed agreements and debriefings
Reviews and certifies their access lists
Records visit requests involving their programs

Cannot

See case details from reported events unless granted separately
Change eligibility records
Grant access to programs outside their responsibility

Approvals: Approves access to their own programs; certification of their access lists is recorded for the security officer.
Notified about: Access requests waiting, debriefings due when people leave, and access list reviews coming due.

Manager

Supervisor, program manager, hiring manager

Requests eligibility and access for their staff and knows whether it is in place, without seeing sensitive details.

Sees

Their staff's eligibility level and access status
Requests they have submitted and where each stands
Upcoming due dates that could affect their staff's access

Does

Requests eligibility or access with the position justification
Notifies the security office when someone leaves or changes role
Confirms staff still need the access they hold during reviews

Cannot

See self-reports, alerts, case notes or investigation details
Approve access
See people outside their own organization

Approvals: Their requests are approved by the security office or the program security officer.
Notified about: Requests approved or declined, and staff whose access is about to lapse.

Auditor or inspector (read-only)

Inspector general staff, government security inspector, internal auditor

Reviews the program's records and decisions without being able to change anything.

Sees

Records, cases and access lists within the scope granted
Program reports
The audit trail

Does

Searches and reads records within their scope
Exports records and reports they have access to, with each export logged
Leaves review notes where the organization enables them

Cannot

Change, approve, close or delete anything
See records outside the scope and dates granted
Keep access after it expires

Approvals: Their access is approved by the security officer, with a scope and an end date.
Notified about: Nothing by default; access granted and expiring is confirmed to the person who approved it.

Administrator

Application administrator, security systems administrator

Manages users, roles and configuration for the security office, without access to case details.

Sees

Users, roles and assigned populations
Configuration such as forms, case types and due-date rules
The record of permission changes

Does

Adds and removes users, or maps them from single sign-on groups
Assigns roles and populations
Maintains forms, case types and reminder rules
Runs access review reports

Cannot

Open cases, self-reports or alerts
Grant themselves a security role without the security officer
Change eligibility or access records

Approvals: Role changes that grant access to case details are approved by the security officer.
Notified about: Access reviews coming due and accounts not used for a period your policy sets.

Permissions at a glance

Action	Employee	Specialist	Security off.	Program SO	Manager	Auditor	Admin
View clearance status	Own work only	Full	Full	View only	View only	View only	No access
Submit a self-report	Own work only	Full	Full	No access	No access	No access	No access
Request eligibility or access	No access	Full	Full	Full	Own work only	No access	No access
Work cases and add notes	No access	Own work only	Full	No access	No access	No access	No access
View self-reports and alerts	Own work only	Own work only	Full	No access	No access	View only	No access
Close or refer a case	No access	No access	Approves	No access	No access	No access	No access
Record eligibility from system of record	No access	Full	Full	No access	No access	No access	No access
Approve program access	No access	No access	Approves	Approves	No access	No access	No access
Record briefings and debriefings	Own work only	Full	Full	Own work only	No access	View only	No access
Certify access lists	No access	No access	Approves	Own work only	No access	View only	No access
View audit trail	No access	No access	View only	No access	No access	View only	View only
Manage users and roles	No access	No access	Approves	No access	No access	No access	Full

Full
Own work only
Approves
View only
No access

How access is controlled

Two-person rules are built in: nobody closes or refers a case they worked themselves, and access to case details is granted by the security officer rather than self-assigned.
Roles are configured with you during implementation. You can rename them, create custom roles, and limit them by organization, facility, program or population, so each person sees only the records they need.
Every permission change and every view of a sensitive case is recorded in the audit trail, and access review reports list each person's roles for periodic certification.
Staff sign in through your identity provider, including CAC or PIV where your provider supports it. Inspectors get temporary read-only access with a defined scope and an end date.

Features

What it does

Clearance lifecycle record

Each person's eligibility level, investigation type and date, continuous vetting enrollment and access, with the history of every change.

Due-date tracking

Reinvestigation, enrollment, briefing and training dates tracked against your procedures, with reminders before they lapse.

Self-reporting forms

Forms for foreign travel, foreign contacts and other reportable events, routed to the security office and kept with the person's record.

Continuous vetting alert log

Alerts the security office receives are logged against the person, assigned to a specialist and tracked to an outcome.

Case management

Assignment, due dates, notes, attachments and a supervisor review before a case is closed or referred.

Briefings and agreements

Initial, annual and debriefing records with the signed nondisclosure agreements, for each facility and program.

Access lists

Who holds access to each program or facility, with periodic review and certification by the responsible security officer.

System of record reconciliation

Compare the tracker's records with an export from the government system of record and list the differences for a specialist to resolve.

Visit requests

Incoming and outgoing visit requests with the clearance information to be passed or confirmed, and their dates.

Need-to-know restrictions

Sensitive case details are visible only to the specialists assigned and the roles you choose, separate from the basic clearance record.

Workload management

Queues by team and case type, assignment rules and views of open work by age.

Inspection-ready audit trail

Who viewed, changed, reported or closed what and when, for every person and case, exportable for inspections.

Integrations

How it connects to your systems

Connects to	How	What flows
Government system of record	Eligibility and investigation data is reconciled against exports from the government personnel security system your organization uses, such as DISS, loaded by your authorized staff. The tracker does not replace or write to that system.	In: eligibility, investigation and enrollment data from authorized exports.
Human resources	Hires, departures, transfers and position changes from your HR system, so cases open and debriefings are scheduled when people move.	In: employee records, positions and status changes.
Training system	Completion of security briefings and refresher training from your learning system.	In: training completions and dates.
Physical access control	Access status shared with your badge system so access can be updated when eligibility or program access changes, including Moraph's SCIF Access Control & Management System.	Out: access status changes. In: badge assignment.
Insider threat program	Referrals to your insider threat hub, including Moraph's Insider Threat UBA, with only the information your procedures allow to be shared.	Out: referrals with case references. In: referral acknowledgments.
Single sign-on	Staff sign in through your identity provider (SAML or OpenID Connect), including CAC or PIV where your provider supports it.	In: user identity and group membership for role assignment.
Work API	Clearance status and program metrics available to your reporting tools through the Moraph Work API, with sensitive case details excluded unless you choose otherwise.	Out: clearance status, due dates and case metrics.

Each integration is confirmed in discovery and specified in the design. See how an engagement progresses.

Security and privacy

How your data is protected

Records kept in the United States

Hosted in the United States region only, for government and cleared contractor clients.

Cleared support lane

Support tickets from federal and defense clients are handled only by US citizens with active security clearances.

Need-to-know access

Single sign-on through your identity provider, with roles that separate the basic clearance record from sensitive case details.

Encryption under controlled keys

Client data is encrypted with keys Moraph staff cannot access without explicit, time-bound authorization.

Complete audit trail

Every view, change, report and export is recorded with the person and time, and cannot be edited.

Controls mapped for your authorization

Moraph is SOC 2 Type II and ISO/IEC 27001 audited, maps the tracker's controls to NIST SP 800-53 and 800-171, and supports your own authorization and Privacy Act obligations; it does not hold a DoD authorization of its own.

Company-wide controls, independent audits (SOC 2 Type II and ISO/IEC 27001) and data residency are described in our Trust Center, where you can request the evidence pack.

Reporting

What you can report on

11 standard reports, grouped by who uses them. Each shows who it is for, how it can be broken down, how it is delivered and what it is used for. The data behind them is also available to your own reporting tools.

Operational

Due dates

For personnel security specialists and the security officer

Reinvestigations, enrollment actions, briefings and training coming due or overdue, with the person and the responsible specialist.

Break down by: Due type, Due window, Organization, Specialist
Delivered as: Live dashboard; scheduled email; CSV export
Used for: Acting before eligibility or access lapses.

Open cases by age

For specialists and the security officer

Every open case with its type, age, assignee and status, oldest first.

Break down by: Case type, Specialist, Age band, Status
Delivered as: Live dashboard; CSV export
Used for: Balancing workload and making sure reported events are not left unworked.

Pending initiations

For specialists, the security officer and managers

Requests for eligibility or access and where each stands: forms outstanding, submitted, under investigation or determined.

Break down by: Stage, Organization, Eligibility level, Age
Delivered as: Live dashboard; scheduled email
Used for: Answering managers' questions about when staff will be able to start cleared work.

Access

Access lists

For program security officers and the security officer

Who holds access to each program or facility, when they were briefed, and when the list was last certified.

Break down by: Program or facility, Person, Briefing date, Certification status
Delivered as: Live view; PDF and CSV export
Used for: Certifying access lists and answering who has access to what.

Debriefings due

For program security officers and specialists

People leaving or changing role who still hold access, and debriefings not yet recorded.

Break down by: Program, Departure date, Organization
Delivered as: Live dashboard; scheduled email
Used for: Making sure access ends when the need for it does.

Program management

Program summary

For the security officer and leadership

Cleared population by eligibility level, cases opened and closed, items overdue and reconciliation status for the period.

Break down by: Period, Organization, Eligibility level
Delivered as: PDF; scheduled email
Used for: Reporting the state of the personnel security program to leadership.

Reported events

For the security officer

Self-reports and continuous vetting alerts received, by category, with the time to review and the outcome, without personal details.

Break down by: Event category, Source, Period, Outcome
Delivered as: Live dashboard; CSV export
Used for: Showing that reported events are reviewed and handled consistently.

Reconciliation results

For specialists and the security officer

Differences between the tracker and the latest export from the government system of record, and how each was resolved.

Break down by: Difference type, Organization, Status
Delivered as: Live view; CSV export
Used for: Keeping local records consistent with the official record.

Inspection and audit

Case history

For the security officer and inspectors

The complete record of a case: the event, the review, reports submitted, referrals and the recorded outcome.

Break down by: Case, Action, User, Date range
Delivered as: On request in the product; PDF export
Used for: Answering inspection questions about how a reported event was handled.

Briefing and agreement records

For inspectors and program security officers

Briefings, signed nondisclosure agreements and debriefings for a person, program or period.

Break down by: Program, Briefing type, Date range
Delivered as: Live view; PDF and CSV export
Used for: Proving that each person with access was briefed and signed the required agreements.

Audit trail extract

For inspectors and internal audit

Who viewed, changed or exported what and when, for a selected person, case or period.

Break down by: Record, User, Action, Date range
Delivered as: On request in the product; CSV and PDF export
Used for: Showing that sensitive records were accessed only by those entitled to see them.

Exports, access and evidence

Every report can be exported to CSV, and summary and evidence reports to PDF. Reports can be scheduled to arrive by email for the people entitled to see them.
Program reports show counts and categories without personal details; drilling down to a person or case respects the viewer's role.
Clearance status and program metrics are available through the Moraph Work API, with sensitive case details excluded unless you choose otherwise.
Reports respect each viewer's role: a manager sees only their staff's status, a program security officer sees their programs, and inspectors see only the scope they were granted.
Inspection and audit reports can be run as of a past date and give the same result each time. Running and exporting a report is itself recorded in the audit trail.

Deployment

Where and how it runs

Moraph cloud, United States

Hosted and operated by Moraph in the United States region for unclassified data, with controls mapped to support your own authorization.

Dedicated environment

A single-tenant environment for organizations whose policies require isolation, scoped in the proposal.

Your environment

Installed in an environment you operate where your authorizing official approves it, running under your authority.

With a managed service

Optionally run alongside a Moraph managed service for administration and integration support, delivered by US citizens with active clearances.

Security controls, independent audits and data residency are set out in our Trust Center. Engagement models and what drives a quotation are on Working with Moraph.

Implementation

What a rollout involves

The general phases are on Working with Moraph. For this product, they involve the following.

Records load

Your current clearance records are loaded from spreadsheets and system-of-record exports, and differences are resolved with your specialists before go-live.

Procedures and due dates

Case types, reportable events, reminder rules and review steps are configured from your security procedures and the directives that apply to you.

Need-to-know design

We agree with your security officer which roles see the clearance record, which see case details, and how populations are divided.

Integrations

HR, training and badge system feeds are mapped and tested, and the reconciliation export from the government system agreed with your staff.

Forms and briefings

Self-reporting forms, briefing records and acknowledgment text are set up from your existing forms.

Training and go-live

Specialists, security officers and managers are trained on their own tasks, employees are introduced to self-service, and open cases are moved across by agreement.

Limitations

What it does not do

Worth knowing before you evaluate it.

The tracker does not adjudicate. Eligibility determinations are made by the government adjudicating authority, and the tracker records them.
It does not replace or write to the government personnel security system of record; reports required there are submitted by your staff, and the tracker records the reference.
It does not run continuous vetting checks or obtain records about individuals itself. It logs and tracks the alerts and reports your security office receives through official channels.
It does not conduct background investigations or collect investigation forms; applicants complete those in the government system.
It is designed for unclassified personnel security records. Classified case information is not stored in the hosted service.
Records are only as current as the information entered and reconciled; periodic reconciliation with the system of record is needed.
Your organization remains responsible for its Privacy Act notices, system of records requirements and retention schedules.
Moraph does not hold a DoD authorization for the tracker; your authorizing official decides whether and where it may be used.

Evaluation checklist

What to test in a demonstration or pilot

Questions worth putting to us, and to any other vendor you are considering.

Load a sample of your clearance records and compare the due list with your current tracking
Run a reconciliation against a test export from your system of record and review the differences
Follow a self-report from submission to closure and check what the employee, manager and specialist each see
Follow a continuous vetting alert from logging to referral and recorded outcome
Certify a program access list and record a debriefing
Confirm need-to-know separation and that every view of a case appears in the audit trail

Questions

Frequently asked questions

Does the tracker make clearance decisions?

No. Eligibility is determined by the government adjudicating authority. The tracker records determinations and organizes the security office's work around them.

Does it connect directly to DISS or NBIS?

It reconciles against exports from the government system your organization uses, loaded by your authorized staff. Reports that must be made in that system are submitted there by your staff.

Who can see self-reports and continuous vetting alerts?

Only the specialists assigned and the roles your security officer chooses. Managers see status, not details, and every view of a case is logged.

Can cleared contractors use it?

Yes. Facility security officers can use it to manage their NISPOM personnel security responsibilities alongside the government systems they are required to use.

How is it priced?

As a subscription, usually measured by the size of the cleared population tracked, with implementation charged separately. See Working with Moraph for what drives a quotation.

Is there an accessibility conformance report?

Ask for one through the procurement request form at /how-to-buy/request, naming the version you are evaluating.

Next steps

Evaluate Personnel Security (PerSec) Clearance Tracker

Buying through a formal procurement? See How to buy for purchasing routes, accessibility conformance reports and company information. Documentation: Personnel Security (PerSec) Clearance Tracker guides on docs.moraph.com (getting started and security guides are public; setup, administration and integration guides are for client accounts). Support: Personnel Security (PerSec) Clearance Tracker support guide.

Personnel Security (PerSec) Clearance Tracker

What you are buying

The problem it solves

Who uses it

Requirements it supports

A short walkthrough

What is coming due

A person's record

A self-report

Handling a continuous vetting alert

Program access list

Reconciling with the system of record

The principal workflows

Initiate

Monitor

Report and review

Access

Who does what in the product

Employee (self-service)

Sees

Does

Cannot

Personnel security specialist

Sees

Does

Cannot

Security officer

Sees

Does

Cannot

Program security officer

Sees

Does

Cannot

Manager

Sees

Does

Cannot

Auditor or inspector (read-only)

Sees

Does

Cannot

Administrator

Sees

Does

Cannot

Permissions at a glance

How access is controlled

What it does

Clearance lifecycle record

Due-date tracking

Self-reporting forms

Continuous vetting alert log

Case management

Briefings and agreements

Access lists

System of record reconciliation

Visit requests

Need-to-know restrictions

Workload management

Inspection-ready audit trail

How it connects to your systems

How your data is protected

Records kept in the United States

Cleared support lane

Need-to-know access

Encryption under controlled keys

Complete audit trail

Controls mapped for your authorization

What you can report on

Operational

Due dates

Open cases by age

Pending initiations

Access

Access lists

Debriefings due

Program management

Program summary

Reported events