Getting started with Personnel Security (PerSec) Clearance Tracker

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.

What it is for

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

Before you start

• Your organization licenses Personnel Security (PerSec) Clearance Tracker from Moraph.
• A Moraph client account in that organization, signed in.
• Access to Personnel Security (PerSec) Clearance Tracker in Moraph Apps, given by an administrator in the Moraph Portal under People and access.
• For setup: the product administrator role.

Steps to get started

1. Sign in at app.moraph.com with your Moraph account.

2. Open Personnel Security (PerSec) Clearance Tracker from the launcher. The first time anyone opens it, its workspace is created from the default described in Workspace reference.

3. Check your role: what you can see and do depends on it. See Roles and permissions.

4. Product administrators: work through Set up Personnel Security (PerSec) Clearance Tracker before your team starts.

5. Everyone else: start with Everyday tasks.

Where to go next

• Set up Personnel Security (PerSec) Clearance Tracker
• Everyday tasks
• Connect your systems
• Security, data and compliance
• Troubleshooting and the support guide
• Product overview on moraph.com