Understanding eForm Phases

The Current Phase column on the My Dashboard tab shows where your eForm is in the transition program. Each of the four (4) phases and its activities are described in this topic.

Pre-Separation Counseling

Status is In Progress.
Current Phase is Pre-Separation Counseling.
Service Member clicks Initialize Pre-Separation Counseling and begins the process of filling in an eForm. Sometimes the counselor starts the form for you.
Service Member works with counselor and fills in sections I, II, and III of the eForm.
Service Member can click Save and Edit Remarks during this phase, and continue entering information into the eForm.
Service Member signs and locks the eForm, which sends a notice to the counselor to review the eForm.
Counselor signs the eForm, which starts the Capstone Review phase.

Capstone Review

Status is In Progress.
Current Phase is Capstone Review.
Service Member and counselor complete Capstone Review phase.
Counselor introduces Service Member to training or a new employer or a job site or other career opportunity.
Service Member signs Capstone Review.
Counselor signs Capstone Review, which puts the eForm into the Commander's Verification phase.

Commander's Verification

Status is In Progress.
Current Phase is Commander's Verification.
Commander or Commander's Designee signs the eForm providing final approval.
The status and phase change to Complete when the form is signed.

Complete

Status is Complete.
Current Phase is Complete.
Completed Date shows in table.