Human Resources and Security Specialists should use this tool to determine the correct investigation level for any covered position within the U.S. Federal Government.
A summary level must be assigned when the rating of record is prepared at the end of the appraisal period. A summary level can be determined at any time agencies deem appropriate and specify in their appraisal programs (e.g., performance rating, progress review). However, the ways in which summary levels are applied (e.g., granting within-grade increases and additional service credit in a reduction in force) are always in the context of the rating of record.
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