Creating a Task Order

Modified on Fri, 22 Nov at 2:48 PM

Create a Task Order in Symphony after signing in to Symphony as a Government user with these instructions:

1. Create a Task Order
From the Quick Actions section of the Dashboard:
Click Create a Task Order (see Figure 1).
Select the contract vehicle.

Figure 1. Quick Actions may use different terms based on the program's configuration requests.

2. Enter the Title

Enter a Task Order title and save (see Figure 2). This step must be completed to unlock the rest of the order creation process. The title can only be changed before the order is released. Contact the Program Office outside Symphony to request a Scope Review.
	Figure 2. The Title screen may look different for each contract vehicle and is based on the program's configuration requests.

3. Configure the Order

After entering the title, follow the left navigation menu from the top-down to complete the order (see Figure 3).

Symphony provides advisories based on the requirements at each step.
The Summary tab is at the top to provide an overview of the order.

Figure 3. The Left tabs may offer and require different details based on the program's configuration requests.

Points of Contact

Add the contact information for the managing ordering officers. Save or Cancel the changes.

Users can only assign registered users to the Points of Contact (POCs).
Entering the name of the person in the suggestion box searches for a user with each character (minimum is 3).
Ask users to register for Symphony if they are not found. All they need is the website link.

Important
Users can add or remove the POCs before the order is released.
After release, the POCs are updated through an Amendment (see Issuing Amendments).

Contract Types

Select the Contract Type(s) that apply to the Task Order (see Figure 4).

Figure 4. Contract Types may be different based on the program's configuration requests.

Schedule

Set the parameters for the Symphony scheduler (see Figure 5). Parameters are:

Release Date (if supported by the configuration).
Orders may be released immediately after submission or through program approval.
Questions supports a Question and Answer Period and the Q&A deadline.
Submission deadline for proposals.
Users enter their local time and Symphony displays the deadline in Eastern Time for consistency.

Figure 5. Symphony enforces the Schedule parameters configured by the Program Office.

Fair Opportunity

Filter or select contractors for the Task Order based on the options (see Figure 6). Users are required to choose at least one Contract Holder. If there is an Exception to Fair Opportunity, provide Justification as required.
	Figure 6. Fair Opportunity requirements are configured by the Program Office.

Additional Information

Enter any additional information requested by the Program Office for orders and performance monitoring (see Figure 7).

Figure 7. Additional Information is the most custom configured step in this process.

Attachments

Upload required documents or add files to the appropriate folders listed in the drop-down menu (see Figure 8). Some folders are visible to contract holders and others are for internal use only.

Figure 8. The attachment options may be slightly different based on the Program's requirements.

Users can preview the order summary by using the Generate Order PDF button.

A draft watermark is included prior to the order's release.
Symphony automatically generates an Order PDF after release.

Documents

The Points of Contact can access the Documents tab at any time and confirm that all files are in the appropriate folders for visibility.

Users that are not a Point of Contact will not have access to the order.
Return to the attachments tab to make changes.

Next Step: Posting a Task Order

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From the Quick Actions section of the Dashboard: Click Create a Task Order (see Figure 1). Select the contract vehicle.
	Figure 1. Quick Actions may use different terms based on the program's configuration requests.

Creating a Task Order

1. Create a Task OrderFrom the Quick Actions section of the Dashboard:Click Create a Task Order (see Figure 1).Select the contract vehicle.Figure 1. Quick Actions may use different terms based on the program's configuration requests.

1. Create a Task Order
From the Quick Actions section of the Dashboard:
Click Create a Task Order (see Figure 1).
Select the contract vehicle.

Figure 1. Quick Actions may use different terms based on the program's configuration requests.