Tagging for Alliant 3

Tagging in Symphony is like using the “Find” feature in a document.   

Users can use text that is in a document or add a note/comment to the PDF (see Figure 1).
(See Tagging Documents outside Symphony).

The text in the document or the comment area is wording users add to the tag field in Symphony. 

Tags are used in two places.

1. My Company > Projects/Past Performance > Project Details (see Figure 2)
2. Submission >  Projects/Past Performance >  Performance Factors (see Figure 3)

Figure 1. The Tagging feature in Symphony relates to Comment tools in other programs 

For example: An organization has a scope document (scopeDoc.PDF) for a specific past performance that validates the organization’s claims for artificial intelligence, demonstrates “Cost Reimbursement,” and shows Foreign performance.

In documents where these claims are validated, a user would:

• Select a keyword from the text

        -or-  

• Add a sticky note/comment with a word that could be used in the tag field in Symphony. 
    

The user would then upload the document in the respective project that has been prepared with the following tags (see Figure 2):

• Emerging Technology - TAG: “Artificial Intelligence” (directly from the document)
• Cost Reimbursement - TAG: “CR” (added as a sticky note)
• Foreign performance - TAG: “Foreign” (added as a sticky note)

Figure 2. Upload all Project Documents to My Company, Projects/Past Performance.

The Company Name displays on the top left.

When completing data elements in Symphony, the user would select scopeDoc.PDF in the dropdown menu and add the corresponding tag text in the place provided for each claim (see Figure 3). (See Tagging Documents for Submission). 

The Submission displays the Solicitation Name on the top left and the Live Score on the top right.

Figure 3. Referencing a tagged document and entering the tag is available in the

Submission

Projects/Past Performance

Project

Performance Factors

For each scoring element, an index can be attached as a cover page to the evidence document

pdf file to direct evaluators. These should be uploaded with the project documents (see Figure 2).

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