Office of Transportation and Air Quality Fuels Registration (OTAQREG) Job Aid S7"4*, £ < 73 X & sgg PRO"^° ro ¦z LLI o How to Edit Delegated User Roles in OTAQREG This job aid is designed to provide a high-level overview of this task so that you can start using the redesigned OTAQREG system as quickly as possible. Before you begin: 1. You must have a Central Data Exchange (CDX) account 2. You must be logged into the CDX OTAQREG program service You must be the Responsible Corporate Officer (RCO), Delegated RCO, or a delegated user of a registered company with a 4-digit EPA Company ID For help with these steps, see the documentation on EPA's Fuels Registration, Reporting, and Compliance Help website: https://www.epa.qov/fuels-reqistration-reportinq-and- compliance-help Skip to instructions for: • Delegated user of the company • RCO or Delegated RCO of the company How to Edit Delegated User Roles in OTAQREG | May 2019 EPA-420-B-19-031 May 2019 ------- My Companies Submit Updated User Association Request as Delegated User Click the Company ID 2 Select Edit Roles Select or remove the appropriate roles Click Save and Continue Steps continue on next slide... Additional Company/User Role Associations Are you the Delegated Responsible Corporate Officer for this company? Are you indirectly employed by this company as an agent? Will you be viewing RFS RiN transaction via the EMTS application? Will you ALSO be SUBMITTING RFS RIN transaction via the EMTS application? Will you be submitting compliance reports and other information on behalf of this company? If you have questions about what these reports entail, please see the OTAQ help page here. Will you need to just view this company's information? Will you need to edit this company's information? Back I Save y Save & Continue Show 10 [v| entries Filter Companies: Company ID O i \_222^J Company Name Company ABC View Company Information Edit Roles Edit Company Information Edit Program Types and Activities Manage Facilities QAP Associations Manage Reports RCO Update Request Address 1200 ABC St, Fairfax. VA 22030, US My Roles • EMTS RFS Viewer • EMTS RFS Submitter • Company Editor Previous Next How to Edit Delegated User Roles in OTAQREG | May 2019 ------- Submit Updated User Association Request as Delegated User (cont.) Select Other (No Engineering Review) in the required Reason for Change field 6 Add comment (required) Click Submit and Notify RCO The request will appear in the My Pending Requests section on yourOTAQREG home page with the status "Awaiting RCO Signature" g Once the RCO or the Delegated RCO of the company activates the user association request, the requested role changes will be reflected under My Roles in the My Companies section of your OTAQREG home page. Reason for Change: * Comments: # O- Other (No' Engineering Review) New role Home Page Back Cancel Request | Submit and Notify RCO My Pending Requests Show 10 entries Request ID Request Type y USR-14872 Update User Filter Requests: Request Subject Submitted By Date Last Updated John Smith User ID John Smith User ID Status Awaiting RCO Signature Showing 1 to 1 of 1 entries Previous Next My Companies Show 10 [v] entries Company Name Address Filter Companies: Company ID My Roles 2220 - Company ABC 1200 ABC St, • EMTS RFS Viewer Fairfax, VA 22030, US ¦ Company Editor Showing 1 to 1 of 1 entries Previous ¦¦ Next How to Edit Delegated User Roles in OTAQREG | May 2019 ------- My Companies Manage User Roles as RCO or Delegated RCO Note: One of the new features of the enhanced version of OTAQREG is the ability for a company to identify a single individual as a Delegated RCO. The Delegated RCO is capable of performing the same functions as the RCO within the EPA Fuels Program services. 1 Click the Company ID 2 Select Manage User Associations Click Edit Roles RCO or Delegated RCO can manage roles for ALL delegated users. Please select the user whose roles you want to change. Steps continue on next slide... Show 10 Company ID entries [_ Company Name 2220 Company ABC View Company Information Edit Roles Manage User Associations Edit Company Information Edit Program Types and Activities Manage Facilities QAP Associations Manage Reports RCO Update Request Associated Users for Company ABC [2220] User ID RCOCDX User ID Delegated UserCDX User ID How to Edit Delegated User Roles in OTAQREG | May 2019 Filter Companies: Address 1200 ABC St, Fairfax, VA 22030, US Previous H Next My Roles . EMTS RFS Viewer • Company Editor . RCO Name RCO Name Associated Roles . EMTS RFS Viewer • Company Editor . RCO Edit Roles Delegated User Name EMTS RFS Viewer Company Editor ------- Manage User Roles as RCO or Delegated RCO (cont.) Select or remove the appropriate roles Click Save arid Continue Click Accept 7. Sign the request using the eSignature Widget Steps continue on next slide... Edit Roles for User John Smith User Rotes for Company Company ABC [2220] 1 Delegated RCO No Agent No EMTS RFS Viewer MM 1 EMTS RFS Submitter 1 Part 80 Report Submitter Company Viewer No Company Editor mo eSignature Widget 1. Authentication Log into CDX User: RCO CDX User ID Password: Show Password ~ Welcome guchenwu jia M Cancel i Save & Continue H I certify, under penalty of law that the information provided in this document is, to the best of my knowledge and belief true, accurate, and complete. I am aware that there are significant penalties for submitting false information, including the possibility of fines and imprisonment for knowing violations. Accept Decline 2. Verification Question: What was your first pet's name? Answer: 3. Sign File Show Answer U Correct Answer How to Edit Delegated User Roles in OTAQREG | May 2019 ------- Manage User Roles as RCO or Delegated RCO (cont.) After signing the request, the requested role changes will be reflected under Roles in the Users section on the Company Information page. Any changes in roles related to EMTS will not be reflected until a sync occurs between the OTAQREG and OTAQEMTS program services overnight. Users Show 10 T entries User ID RCOCDX User ID Delegated User CDX User ID Showing 1 to 2 of 2 entries How to Edit Delegated User Roles in OTAQREG | May 2019 Filter Users Name Roles RCO Name ' EMTS RFS Viewer • Company Editor . RCO Delegated User Name • Company Editor . EMTS RFS Submitter • Part BO Report Submitter Previous 1 Next ------- |