How to Guide - U.S. Army Garrisons

Army Soldier Records Branch

The Record Review

How to Guide

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Effective 20 Feb 2018: In an effort to reduce redundancy and workload, the Personnel and Finance Records Reviews (PRR/FRR)

will be merged into one consolidated review; the Personnel Record Review. Finance specific documents reviewed as part of the old

Finance Record Review will now be reviewed as part of the new Personnel Record Review. See Milper Message 18 ¨C 032.

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It is imperative that this review be executed using this updated ¡°How to¡± guide. This will prevent the Record Manager and Soldier

from having to check documents more than one time.

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Documents in the first five record review folders will be validated using the Soldier¡¯s record brief. The documents in the pay

entitlements folder must be validated using the end of month LES, UCFR or UCPMR (RC).

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The Key Supporting Documents (KSD) matrix is a critical tool for verifying the Pay Entitlements listed on the end of month LES.

The KSD matrix lists all of the required documents for each entitlement and the record review folder where the documents will be

located. However, if the record review is executed correctly using this "How to" guide, the Record Manager only needs to validate the

documents listed in red (in the "Instructions" column). All other documents are checked as part of the review process using the

Soldier's record brief.

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Where the Record Brief data does not match the data/information found on source documents, data accuracy and reconciliation must

occur.

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A major change to the review is the requirement to attach both the end of month LES and record brief to the review.

Once the review is initiated, the supporting documents must be attached as pdf files in order to conduct the review.

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Table of Contents

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Topic

Requirements for Conducting the Review

Attaching the LES and Record Brief to the Review

Methods of Executing the Review

Soldier Access to the Independent Review

Conducting the Review

Labeling Documents and Reporting a Problem

Identifying and Recording Missing Documents

Record Review Folders and the Enlisted Record Brief/LES

Record Review Folders and the Officer Record Brief/LES

Conducting the Record Review

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Page(s)

3

4-5

6-8

9

10

11

12

13

14

15 ¨C 20

Assignment/Deployment Data

Service Data

Personal Data

Education

Awards & Decorations

Pay Entitlements

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? Completing the Review

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Requirements for Conducting the Review

In order to properly conduct a record review, you must use the following:

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How to Guide ()

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Key Supporting Documents Matrix (KSD) ()

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The Soldier¡¯s current Record Brief

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The Soldier¡¯s latest end of month LES, Unit Commanders Finance Report, or Unit Commanders

Pay Management Report

***NOTE: The Record Brief and LES (or S1 Memorandum for Record) have to be uploaded into the

Record Review Tool before the review can be accomplished (see pages 4-5).

Record Review Folders MUST be reviewed in the order that appear in the

Record Review Tool and in this guide in order to properly account for all AMHRR documents.

Optional: Required Documents List ()

The Required Documents List represents currently active forms and documents required for filing in the AMHRR.

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Attaching the LES and Record Brief to the Review

1.

Before iPERMS will allow the Soldier and/or the Record Manager to begin the review, current copies of the record brief

and most recent end of month LES must be attached to the review. The Soldier can log into DFAS to download their

most recent end of month LES ()

2.

The record brief and most recent end of month LES must be attached as .pdf documents.

3.

If an LES is not available, the Record Manager must validate all current pay entitlements the Soldier is receiving on the

UCFR or UCPMR (USAR) and prepare a Memorandum for Record that lists all entitlements for attaching to the review in

lieu of the LES.

4. The below pop-up message will appear when the

documents tab is clicked if the LES and Record Brief

have not been attached and then verified by the Record

Manager. The review of documents cannot be

accomplished without the LES and Record Brief.

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Attaching the LES and Record Brief to the Review

The Record Brief and LES/Memo must be saved locally as .pdf documents before being uploaded by the Soldier or the Record Manager

1. Click on the Select

button to open the

Choose File to Upload

dialogue box and select

the desired .pdf file.

Users can also drag and

drop the file for upload by

dragging the file over the

Select button until the

Select button is

highlighted white and then

releasing the mouse

button.

2. Once the user has

selected the appropriate

.pdf document, click

on the Upload

button.

3. When the documents have

been uploaded successfully by the

Soldier, he/she will see the

message ¡°Needs Validation¡±. The

review cannot be signed until the

Record Manager has verified the

LES and Record Brief.

4. Documents that are uploaded by the

Soldier during an Independent Review must

be verified by the Record Manager before

the Soldier can sign the review.

Record Managers must click ¡°View¡±

and look at each document and

then the system will automatically

check the ¡°Verified¡± box.

Once the documents have been verified by

the Record Manager, the Soldier cannot

delete them or upload new ones. If they

need to be replaced, the Record Manager

will have to complete the deletion and

upload of new documents.

Record Managers must click ¡°View¡± and

look at each document and then the system

will automatically check the ¡°Verified¡± box.

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5. Once the Soldier has signed the

Record Review, the Record

Manager cannot replace the Record

Brief and LES.

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