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Electronic
Questionnaire for
Investigation
Processing (e-QIP)
2
e-QIP Functionality
e-QIP can be done from anywhere with any
computer that can access the Internet
e-QIP electronically allows Applicants to enter,
update, and release their personal investigative
data over a secure Internet connection to their
sponsoring agency for review, approval, and
submission to investigation provider
3
JPAS and e-QIP
Air
Force
Navy
Industry
Army
4
e-QIP Process for Industry
Applicant
Requesting
OPM SMO
DISCO
Completes
Initiates
Loads the their
PSQ Personal
Personal
Reviews
Approves
into PIPS Security
Security
completed
completed
system Questionnaire
Investigation
PSQ is(PSI)
PSQ
– Request (PSQ)
Request
terminated
5
e-QIP Flowcharts
6
Granting “e-QIP” Authorization
Existing JCAVS User
7
Click “Initiate
PSI”
Scroll Down
Click “Save”
8
JPAS/e-QIP Requirements
9
Applicant’s Requirements
Person Category must be “active”
10
Initiate Request Process
To initiate request, click on “Investigation
Request” hyperlink - located below the “In/Out
Process” hyperlink
If the “Investigation Request” link is NOT there:
Ensure the “Correct” Person Category is being
displayed
Ensure you have a relationship with the person
Check “Investigation Summary” section for an
active investigation request
Ensure the person has “DoD Contractor
Companies” displayed in the “Service/Agency” of
the Add/Modify screen
11
12
Determine Investigation Scope
Completing the Investigation Request form
13
CA-001-A-002
14
Determine Investigation Type
Completing the Investigation Request form - continued
15
Leave
blank for
Industry
Leave
blank for
Industry
16
Additional Scope Information
Completing the Investigation Request form - continued
17
Contractor
2005 06 01
18
Requesting Official Information
Completing the Investigation Request form - continued
19
Michael H. Woolweaver
Enter the Name of the Investigator
Enter the
Enter the Telephone
Requesting Title of the
Official
(703) 465-2558
Requesting
Number ofOfficial
the Enter the Extension of
Requesting Official the Requesting Official
Scroll Down
20
Security Folder Section
Completing the Investigation Request form - continued
21
Defaults to “Other”
Defaults to Company
Name
Defaults to Company
Address
Defaults to Company
Defaults City
to Company
State Defaults to Company Zip
22
Official Personnel Folder
Completing the Investigation Request form - continued
23
Defaults to “Other”
Boeing Overtypes
Defaults to Company
Address
Boeing Overtypes with
Name
BoeingKen’s Name City
Overtypes 2201 Seal Beach Blvd
Boeing Overtypes State Ken Engelhard
Defaults to Company Seal Beach
Address
Defaults to Company California 90740
Defaults City
to Company
State Boeing Overtypes
Defaults Zip Zip
to Company
24
Initiate/Pending Request
Completing the Investigation Request form - continued
25
Click “Pending PSI” to hold Click “Initiate PSI” to
off submitting request submit request
Click “Save”
26
Time Limits
27
Draft/Review PSQ (Optional)
28
The instructions for printing the
“working” copy are listed here
The Applicant would print a “working”
copy of their PSQ from this screen
29
Validate, Review and Certify
Initiation Process - continued
30
Printing Problem
Farewell
If you are unable to print the Archived PSQ
or the Releases – Right mouse click on the
hyperlinks and save them to either the hard
drive, floppy disk or CD. Once you’ve save
them you should be able to print them
31
Releases & Fingerprint Cards
Initiation Process - continued
33
Investigation Request
Status Hyperlinks
Checking status via the
Person Summary Screen
34
Ready for Review Process
Once the Applicant certifies and transmits the PSQ,
the Investigation Request goes to DISCO for review
and approval
Requesting SMO receives a “Ready-for-Review” via
JPAS notification
DISCO assigns the Investigation Request to an
Adjudicator
The DISCO Adjudicator reviews the request and the
completed PSQ for accuracy and completeness
The DISCO Adjudicator can either “Stop” or
“Approve” the Investigation Request
IMPORTANT NOTE
Currently for Industry, DISCO conducts both the “Review” and the “Approval” of the
35 Applicant’s PSQ. In either step, DISCO can stop the process if additional information is
required.
Initiate Date
PSI Request was Initiated
Date Request
Ready-for-Review PSQ Arrived at DISCO
Scroll Down
36
DISCO Stop Process
37
Ready for Review PSQ
Date Request was Stopped
(Stopped)
Date PSQ
Ready-for-Review DISCO Resumed
(Resumed)Review Process
Scroll Down
38
DISCO Approval Process
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Created By
Reviewed By
ApprovedPhone
Approver’s By
Number
41
Released Process
Probably the most common e-QIP problem for applicants who are accessing the system for the
first time is that “TLS” is not a standard default on IE and must be enabled manually. Once
applicants have enabled TLS on the initial log-in it will stay in active for each subsequent log-
in.
43
Enabling TLS 1.0
44
Problem Checklist
Releases not dated, signed or legible. Modifications must be
initialed by Subject.
DOB or POB discrepancy between FPC and SF86/SF85P.
Missing middle name on FPC (Must match SF86/SF85P). Indicate
“NMN”, if there is no middle name. Indicate “IO” if Initial only.
Missing City, State and Zip. This is required for ALL residence and
employment addresses.
The lack of SSNs and POBs for cohabitants on SSBI requests.
Employment and residence gaps (see instructions at www.dss.mil
for specifics).
Lack of separation date and residence of spouse in case of
separation or divorce.
Missing marital status of previous spouse. If unknown, indicate.
Missing debt clarification; indicate if still outstanding. Provide
comments in remarks section if needed.
SEE www.dss.mil FOR MORE DETAILS
45
FAQ
1. Can I access e-QIP with my personal computer at home? If so, do I need a special internet browser?
Yes, you can use your personal computer - at home or at the office! e-QIP is designed to be accessible
from any computer, anywhere in the world. The only requirement is that you use an internet
browser capable of 128-bit encryption.
2. What is the process for completing my SF-86 using e-QIP?
Once you have been notified that you have access, login by entering your social security number and
answering the three Golden questions. After logging in the first time, you will be prompted to change
your golden questions to ensure the security of your data. After changing your Golden questions, e-
QIP presents you with the Main Menu. Select the link entitle, “Enter Your Data” from the main
menu screen. After reading all instructions, you can now begin entering your personal data. In
order to ensure the completeness of your data, a validation routine will run after each page is
submitted. The validation routine will point out any errors and provided detailed instructions on
how to satisfy each incorrect or missing item. When you are satisfied that your form is complete,
select the “Display Your Data” link from the main menu. After a final review of your date, select the
“Certify/Submit” button to finish your form. On the last screen make sure to print a copy for your
records and print and sign each form that has a blank for your signature. Only after you have
printed and signed the appropriate signature pages, should you click on the final link entitled,
“Release Request/Transmit to Agency.”
3. Do I have to change my golden questions?
To protect your personal data from unauthorized disclosure it is highly recommended that you
change your golden questions/answers to items that are unique and personally specific to you, but
could not easily be guessed by others.
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FAQ
Continued
47
FAQ
Continued
48
FAQ
Continued
16. I have completed this form in the past. Why doesn’t this system have that data?
e-QIP can only retrieve data previously entered into the e-QIP system. Data from
previously completed paper forms or data from other automated systems has not been loaded into this
system.
17. I’ve only entered a little data, but I have to go to a meeting. What should I do?
Click the “SAVE” button at the bottom of the page to save your data. Then click the “Log-
out” button at the top of the screen to exit the system.
18. I don’t have a suffix on my name. What do I do?
Leave the suffix field blank.
19. I don’t have a first or middle name. What do I do?
Check the NFN (no first name) or NMN (no middle name) box.
20. I’m not sure of a date. What do I do?
Estimate the date (month and year) to the best of your ability and check the “EST”
checkbox, indicating that this is an estimated date.
21. I have a validation error that says that a date has to be after another date. What does this mean?
Many questions involving dates are validated against the birth date entered in question 2.
Most date fields pertaining to the applicant (not relatives) must be after the applicant’s birth date.
22. I am 6 feet tall. I entered 6 feet, but I got an error message telling me to enter inches. What do I do?
Select 0 (zero) for inches and submit.
49
FAQ
Continued
23. I’ve entered as much information as I think I can for questions 9 and 11, but I still get errors. Why?
To correctly complete an e-QIP request you cannot have gaps between your dates.
Validation is based on data entered and any time lapse between the end date of one record and the start
date of the next record will prompt and error message. You must indicate all period of self-employment,
unemployment, or vacation as appropriate. Please provide as complete a set of data as possible.
Depending on the type of investigation you will receive, you may be required to provide 10 years of data
for some questions. An error message will indicate if this is the case.
24. On question 9, I get an error message about needing a record with “Present”. What does this mean?
Question 9 requires one record to have an end date for which you have checked the Present
box, indicating your current residence.
25. I have to enter a foreign address. What do I do for zip code?
If there is a postal code associated with the foreign address, enter it in the comment field.
26. I hit the Back button and something strange happened. What’s wrong?
As a general rule, do not use your browser’s Back button for navigation within the
applicant section of e-QIP. Use the question navigation buttons or the buttons at the bottom of the screen
instead.
27. I have more than 3 degrees to enter in question 10. What do I do?
Enter three, click Submit. The system will then display additional lines for you to add
additional degrees.
50
FAQ
Continued
28. Can I see if I am qualified for a security clearance even if I am not a Federal employee?
No. It is not possible to "pre-apply" for a security clearance. Not all Federal
employees/contractors have security clearances. Individuals who are tentatively selected for government
jobs (or as Federal contractors) will be investigated as appropriate. If access to National Security
Information is required, you will need to complete a security questionnaire and an investigation will be
conducted. If the investigation results are favorable, a security clearance will be granted if appropriate.
51
End of Presentation
52
“Initiate” Flowchart
Is the
Requestor clicks the Requestor
“Initiate PSI” button Yes ready to initiate
the Investigation
Request?
No
Investigation Request is Requestor clicks the Requestor clicks the Requestor clicks the
registered with the e-QIP “Save” button “Pending PSI” “Save” button
database button
Applicant receives the Applicant answers the Applicant can change the
Applicant logs into the Applicant enters their
“eQIP Information “default” Golden “default” Golden
eQIP website SSN
Sheet” Questions Questions if so desired
No
Were any Requestor notifies Applicant Prints
Requestor Reviews Yes
discrepancies Applicant to Certify “Archived” copy of
updated copy of PSQ
identified? and Transmit PSQ PSQ
No
Yes
No
Applicant clicks “Release Applicant prints out Applicant logs into eQIP Requestor initiates a Requestor notifies
Request/Transmit to copy of new Achieved and corrects NEW Investigation Applicant of the
Agency” PSQ discrepancies Request for Applicant discrepancies
Is the
OPM determines if investigation OPM loads the PSQ
Yes Investigation Request is
fingerprint cards are for a Periodic and Request
Terminated
required Reinvestigation? information into PIPS
No