Sign and Submit Evaluation to HQDA

Sign and Submit Evaluation to HQDA

Whether you are an ink-signed NCOER or an AER, you must ensure that the evaluation you submit to HQDA includes the full SSN of the person you are evaluating. This provides credibility during the evaluation process and enables you to confirm that the rated Soldier has received the evaluation report. Ink-signed OERs/NCOERs/AERs must include the … Read more

How to Use the Unlock Rater Profile Process

How to Use the Unlock Rater Profile Process

Using a Rater Profile Process is very important because it will enable you to ensure that the Ratings you are sending out are accurate. The reason why it is important is that if you don’t, your employees will end up getting a poor rating. In addition, you will be able to monitor the ratings your … Read more

The Army Performance Evaluation Guide

The Army Performance Evaluation Guide

Storing your DA Form 638 in iPERMS a practical walkthrough

The DA Form 638 sits at the heart of how the United States Army recognises individual achievement, whether for a single soldier on a patrol or an entire section pulling long nights in a motor pool. Once the signature chain is complete and the award is approved, the document needs a permanent digital home so it can travel with the soldier through every assignment, promotion board and transition. That home is iPERMS, the Army's official personnel records system, and getting your file into it cleanly is a small administrative skill that pays off for years.

For readers familiar with how the Australian Defence Force manages its records through PMKeyS, or with the orderly world of the Australian Public Service where files move from registry to registry with the next officer's name attached, the logic behind iPERMS will feel faintly familiar. The vocabulary is different, the ribbons carry different colours, and the user interface uses American military jargon. A warrant officer in Canberra, a clerk in Townsville, or an HR specialist at one of the larger defence liaison offices in Barton will still recognise the rhythm.

Gathering the award packet before you touch the system

Before any upload, the source documents must be complete. A DA Form 638 that is missing a senior rater signature or a date stamp will be rejected by the records office, and chasing that correction months later is far harder than getting it right the first time. Set yourself up at a desk with a flat white from the mess, a working laptop, and the entire award packet spread out in front of you.

The packet typically includes the fully signed DA Form 638 itself, any continuation pages with the citation narrative, and supporting documents such as witness statements or after-action summaries. If the recommendation was downgraded from a higher category to a lower one, include the original routing slip or memorandum explaining the change. Each of these will need to be scanned in colour, even if the original is mostly black ink, because stamps and signature blocks often appear in red, blue or purple that the records office relies on for authentication.

Keep a local copy on a removable drive or in a controlled folder on your workstation before you begin the upload. Defence networks across allied posts often run different sync schedules, and AEST or AEDT operators sometimes see file syncing lag during the overnight window. A verified local backup means you can re-upload from the start without chasing the originating clerk.

Moving through the iPERMS document upload workflow

The upload path lives inside the iPERMS portal under the Soldier tab, then Documents, then DA Forms. The system asks you to select the document type from a long drop-down menu; pick "DA Form 638" rather than "Award" so the metadata tags attach correctly. For soldiers who are also checking promotion board status through MilSuite, it helps to know that promotion record reviewers expect the same award documents to be present in iPERMS, not just floating in an Outlook folder.

After selecting the document type, choose the correct award category from the second drop-down. Army Achievement Medal, Army Commendation Medal, Meritorious Service Medal and the various campaign awards each have their own code. Mis-tagged awards can quietly disappear from a soldier's record summary and only resurface when a promotion board searches for them by category rather than by date.

When the system offers options for the device or cluster placement, use the drop-down to indicate whether the award is a single award, a cluster of three, a cluster of four, or a higher oak leaf cluster. This small step determines how the ribbon is later displayed on the soldier's DA Photo and affects future award recommendations for the same category.

Reviewing related forms and cross-referencing your record

An award does not exist on its own. The DA Form 638 references the rating chain that supported it, and the rater profile that signed the form lives in its own document. When you upload the 638, take a few extra minutes to open the rater and senior rater profile comparison guide and confirm that the profiles attached to the award are the current versions rather than superseded copies. Outdated profiles can leave the system thinking the award was approved by someone no longer in the chain.

If the award was tied to a specific operation, deployment, or training event, also cross-check the supporting documents in iPERMS. A certificate of performance, an AAR, or a deployment after-action product should sit in the same record bundle. Where an item is missing, raise the appropriate administrative recovery action so the document can be reconstructed and added back into the bundle.

Confirming visibility and resolving common rejection reasons

Once the upload is finished, do not log off immediately. Open the document viewer inside iPERMS and check that every page is legible, that signatures are visible, and that no scan has come through upside down. A common reason records offices return submissions is that a continuation page or citation narrative has been uploaded sideways, which makes the text unreadable to the indexing team.

Search your own record the following morning. Type your last four digits into the search bar and confirm the DA Form 638 shows in the documents tab with the correct effective date. If nothing appears, the upload likely failed silently and needs to be repeated. Document rejection reasons tend to fall into a handful of categories, and recognising them early saves weeks of back-and-forth.

Habits that keep the record clean over time

A clean record is not a one-off project. Every time a new award arrives, build the habit of uploading within fourteen days of the approval date. The longer a DA Form 638 sits in an Outlook inbox or a desk drawer in the orderly room, the greater the chance it gets buried under later priorities. Soldiers who keep their paperwork current rarely find themselves chasing a missing award years down the track.

The administrative discipline that keeps iPERMS tidy also extends to other Army reporting channels. Knowing how to submit an AER request for lost or damaged gear, for example, uses a similar evidence-first mindset: gather the paperwork, identify the correct category, and upload through the proper portal. The same muscle carries across systems.

A short checklist helps keep the discipline consistent across postings, regardless of whether you are working out of a regional headquarters in Perth or an exchange post in Darwin. Run through this list every time:

  • The fully signed DA Form 638 with all dates filled in
  • The citation narrative on continuation pages, if used
  • Witness statements or supporting memoranda referenced in the narrative
  • A verified local copy stored outside the Defence network
  • Confirmation in iPERMS that the document is searchable by the next morning

A separate list of pitfalls captures the errors that most often send a packet back to the originating clerk. Avoid these wherever possible:

  • Selecting the wrong award category from the drop-down menu
  • Uploading the rater profile from a previous duty assignment
  • Saving the scan as a low-resolution image that obscures signatures
  • Closing the browser before the upload confirmation appears
  • Forgetting to re-index when an award is upgraded rather than downgraded

Treating iPERMS as a living record rather than a filing cabinet is the single biggest shift in how a soldier manages their own career paperwork. The system was designed to be queried, audited and cross-referenced, and a few careful minutes at the desk with a flat white is worth more than hours of recovery work later on.

The Rating Chain Tool User’s Guide

The Rating Chain Tool User's Guide

Whether new or experienced, the Rating Chain Tool User’s Guide can help you get the most from your equipment. This article will cover the key features of the tool as well as provide some frequently asked questions and tips. Exploitability Researchers can quickly determine the potential impact of an exploit using the Exploitability of Rating … Read more

Creating an Evaluation Reporting System

Creating an Evaluation Reporting System

Creating an Evaluation Reporting System is essential to achieving the mission of the HQDA. The purpose of the system is to ensure that evaluations are done on a timely basis and that the information is accurate. The system also helps to ensure that officials who conduct rating activities are eligible to do so. In addition, … Read more

What is the iPERMS website?

The iPERMS website allows soldiers to access their Army EES records. It is an online application that provides administrative information and facilitates evaluation management. It automatically populates with all batches created and submitted in the system, including the number of the batch, the date it was created, and the status. The process also requires a … Read more

How Do I Find My Military ID Number?

The military ID card has a unique identification number that you can use to access various services and places. It is issued to active duty service members, National Guard members, civilian employees of the Defense Department, and some contractors. You must have this card to access certain installations, buildings, and secured computer networks. Regardless of … Read more

How Do I View My ERB?

You can check your promotion points online by viewing your Enlisted Record Brief. This is your official military file. You can access it through the Human Resources Command’s iPERMS website, or you can print it from your S1. This document contains the information you need to calculate your promotion points. In order to view your … Read more

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