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 that is in the document or the comment, is the text that users add to the tag field in Symphony. 

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

For instance – 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 OCONUS – Foreign performance.

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

• Select a keyword from the text  
• Add a sticky note/comment with a word that could be used in the tag field inside of Symphony. 
    

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

1. Emerging Technology - TAG: “Artificial Intelligence” (Directly from the document)
2. Cost Reimbursement - TAG: “CR” (Added as a sticky note)
3. OCONUS – Foreign performance - TAG: “OCONUS” (Added as a sticky note)

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

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

Figure 3. Referencing a tagged document and entering the tag is available in the 
Submission > Projects/Past Performance > Project > Performance Factors

Why do we do this?  To help the evaluators validate an organization’s claims more easily. 

Evaluators will look where the offeror wants them to look and organizations need not rely on them to locate these facts in a 100-page document. 

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