CD&
e-CDRweb User Guide - Secondary
Authorized Official
Environmental Protection Agency
Office of Pollution Prevention and Toxics
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Table of Contents
Table of Contents i
List of Exhibits 1
Introduction 3
1 System Requirements 4
1.1 Supported Browsers 4
1.2 Screen Resolution 4
2 Secondary Authorized Official (AO) Functions 5
2.1 Log In to the e-CDRweb Tool 6
2.2 Home Screen Navigation 6
2.3 User Management 8
2.4 Complete a CDR Form U 9
3 Validate 30
4 Submit to EPA via CDX 32
4.1 Submit Electronically - CROMERR Certification 32
4.2 CROMERR LOGIN 35
4.3 CROMERR Security Question 36
4.4 Submit to EPA via CDX 37
4.5 CROMERR Submission 38
5 Download Copy of Record 40
6 Create an Amendment 43
6.1 Amendment and Late Submission Explanation 44
7 Resources 47
Appendix A. Acronyms and Abbreviations 48
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List of Exhibits
Exhibit 3-1: Chemical Information Submission System Screen 6
Exhibit 3-2: e-CDRweb Home Screen (Secondary Authorized Official) 7
Exhibit 3-3: User Management Screen 9
Exhibit 3-4: CDR Form U Access Screen 11
Exhibit 3-5: Create Passphrase Screen 12
Exhibit 3-6: Enter Passphrase Screen 13
Exhibit 3-7: Navigation Tree 15
Exhibit 3-8: Navigation Prompt 16
Exhibit 3-9: Action Bar - Validate 16
Exhibit 3-10: Action Bar-Save 17
Exhibit 3-11: Action Bar - Preview 17
Exhibit 3-12: Action Bar - Submit 17
Exhibit 3-13: Action Bar - Links 18
Exhibit 3-14: Upload XML Screen 18
Exhibit 3-15: Windows Explorer Pop-Up Window 19
Exhibit 3-16: Section 4.A - Secondary Company Information Screen 20
Exhibit 3-17: Section 4.B - Technical Contact Information Screen (Edit Mode) 22
Exhibit 3-18: Section 4.B - Technical Contact Information Screen (Populated) 23
Exhibit 3-19: Section 4.C - Primary Company Information Screen (Populated) 24
Exhibit 3-20: Section 4.D - Trade Product Identification Info Screen 25
Exhibit 3-21: Substance Registry Services Search Window 27
Exhibit 3-22: Substance Registry Services Search Window (Search Results) 28
Exhibit 3-23: Section 4.D - Trade Product Identification Info Screen (Populated) 29
Exhibit 4-1: CDR Form U Validation Pop-up Window 31
Exhibit 5-1: Submission Prompt 32
Exhibit 5-2: Submission Process: Validation Screen 33
Exhibit 5-3: Submission Process: PDF Generation Screen 34
Exhibit 5-4: Cross Media Electronic Reporting Regulation (CROMERR) Certification Screen ...35
Exhibit 5-5: CROMERR LOGIN Screen 36
Exhibit 5-6: CROMERR Security Question Screen 37
Exhibit 5-7: Submit to CDX Screen 38
Exhibit 5-8: CROMERR Submission Screen 39
Exhibit 6-1: CDR Form U Screen (Copy of Record) 40
Exhibit 6-2: Copy of Record 41
Exhibit 6-3: Prompt Screen 42
Exhibit 7-1: CDR Form U Access-Amendment 43
Exhibit 7-2: Unlock Prompt 44
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Exhibit 7-3: Explanation Link 45
Exhibit 7-4: Amendment and Late Submission Explanation Screen 46
Exhibit 8-1: Resources Screen 47
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Introduction
This document presents the user guide for the Office of Pollution Prevention and Toxics (OPPT)
e-CDRweb tool. The e-CDRweb tool is the electronic, web-based tool provided by U.S.
Environmental Protection Agency (EPA) for the submission of Chemical Data Reporting (CDR)
information, which can only be accessed through EPA's Central Data Exchange (CDX). This
document is the user guide for the Secondary Authorized Official (AO) user of the e-CDRweb
tool. User guides are available for the Primary AO and Support and for the Secondary Support at
www, epa. gov/ cdr.
As a Secondary AO, you can create, modify, and submit a Joint CDR Form U (Form U). You
can also amend a submitted Joint CDR Form U and download the associated Copy of Record
(CoR). Submit only one form for each of your sites and if more than one chemical is reportable
under CDR at that specific site, report information for all reportable chemicals on one Joint CDR
Form U.
Further details on the capabilities of the Secondary AO can be found below in Section 2.
The primary goal of this document is to help the regulated community use the e-CDRweb tool in
order to comply with the requirements of the CDR rule. This document does not substitute for
that rule, nor is it a rule itself. It does not impose legally binding requirements on the regulated
community or on EPA.
For questions concerning information to be reported using e-CDRweb, please review the
guidance and other materials on the CDR website (www.epa.gov/cdr) or contact the CDR team
by sending an email to eCDRweb@epa. gov.
For questions concerning CDX registration or e-CDRweb tool requirements, please contact the
Central Data Exchange (CDX) Help Desk at helpdesk@epacdx.net or call 1-888-890-1995
between the hours of 8am - 6pm eastern standard time (EST).
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1 System Requirements
In order to use the e-CDRweb tool, the following are required:
An e-mail account
JavaScript enabled web browser with pop-up blocker disabled (see Section 1.1 for examples)
Internet access
Adobe Acrobat Reader 5.0 or higher
CDX username and password
1.1 Supported Browsers
Internet Explorer 11 or above
- Go to the following link to download:
http://windows.microsoft.com/en-US/internet-explorer/downloads/ie
Mozilla Firefox 3.5 or above
- Go to the following link to download:
http://www.mozilla.com/en-US/firefox/all-older.html
Safari 4 or above
- Go to the following link to download:
Google Chrome
- Go to the following link to download:
http://www.google.com/chrome
1.2 Screen Resolution
Screen resolution should be set to 1024 x 768 or greater
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2 Secondary Authorized Official (AO) Functions
The following section describes how to:
Access the tool
Navigate the CDR 'Home' screen
Assign Supports to complete a Joint CDR Form U
Complete a Joint CDR CDR Form U
Upload an (Extensible Markup Language) XML File
Submit a Joint CDR Form U to CDX
Download a Copy of Record
Create an Amendment
A joint submission is a collaborative process that requires the completion of a single chemical
report on a CDR Form U by two different companies. In a joint submission, the Primary
Submitter provides the manufacturing, processing, and use data for a trade product, and the
Secondary Submitter provides the chemical identity information for the trade product being
reported on the Joint CDR Form U.
The Secondary AO is the person responsible for creating and submitting a Joint CDR Form U.
The Secondary AO, typically, is a senior official for a company providing a trade product to a
Primary company and may be the supervisor of the person (or persons) completing the form.
As a Secondary AO, you can only access the Joint CDR Form U associated with each site for
which you registered in CDX. You are the only person who can start a new Joint CDR Form U,
'unlock' or reopen a submitted joint form, and electronically sign and submit a Joint CDR Form
U. You can assign Supports to enter and edit information for a Joint CDR Form U on your
behalf.
The e-CDRweb tool restricts you from creating more than one Joint CDR Form U for each
reporting cycle per site. As a Secondary Submitter, you can enter information for only a single
Joint CDR Form U that will cover all of your company's products that are requested by all
Primary Submitters.
Once the Primary Submitter identifies you as a Joint Submitter and the name of the desired trade
product on his or her portion of the Joint CDR Form U, he or she will be able to provide you
with a Unique Identifier (ID) in order to link the Joint chemical identification information you
are providing to complete the Joint CDR Form U. You can start the secondary portion of a joint
submission prior to receiving a Unique ID from the Primary Submitter, but will be unable to
submit your Joint CDR Form U until you receive and enter the Unique ID from the Primary AO.
You can save, and come back to, a Joint CDR Form U at any point during the data entry process
and before officially submitting your Joint CDR Form U. The 'Save' functionality allows you to
return to the same Joint CDR Form U at any point in the future. You can print the form at any
point; however, the 'Not For Submission' watermark will be placed on the document anytime it
is printed prior to actual submission. Navigation tips are provided following each screen shot.
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2.1 Log In to the e-CDRweb Tool
After you create an account in CDX and click the 'Secondary Authorized Official' link for the
Chemical Safety and Pesticide Programs (CSPP) program service, you will be taken to the main
'Chemical Information Submission System' screen.
Exhibit 2-1 shows a screen capture of the 'Chemical Information Submission System' screen
after selecting the "TSCA Chemical Data Reporting (CDR)" option:
Exhibit 2-1: Chemical Information Submission System Screen
E
' I
Logged in as Jane Doe, Secondary Authorized Official
Log Out
CHEMICAL INFORMATION SUBMISSION SYSTEM
TSCA Chemical Data Reporting (CDR)
The Chemical Data Reporting (CDR) rule requires manufacturers (including importers) to report to EPA information
concerning the manufacturing, processing- and use of certain chemical substances listed on the TSCA Chemical Substances
Inventory. Click OK to complete the CDR form. Form U, using the e-CDRweb software.
The software includes embedded help files and a downloadable user manual to guide you through the CDR submission
process. Submit information for all reportable chemical substances at your site in one Form U. Note that a separate CDR
submission is required for each reporting site. If you are not reporting on CDR. please select a different application in the
drop-down menu.
Paperwork Reduction Act Notice
The annual public burden for this collection of information, which is approved under OMB Control Number 2070-0162. varies
depending on the submitter's experience with CDR reporting, and is estimated at 91-139 hours per response for a full report
and 26-56 hours per response for a partial report. A full report includes manufacturing, processing, and use information. A
partial report includes manufacturing information and does not include processing and use information. According to the
Paperwork Reduction Act, "burden" means the total time, effort, or financial resources expended by persons to generate,
maintain, retain, or disclose or provide information to or for a Federal agency. For this collection it includes the time needed
to review instructions: develop, acquire, install, and utilize technology and systems for the purposes of collecting, validating,
and verifying information: processing and maintaining information; and disclosing or providing information; adjust the existing
ways to comply with any previously applicable instructions and requirements; train personnel to be able to respond to a
collection of information; search data sources: complete and review the collection of Information; and transmit or otherwise
disclose the information. An agency may not conduct or sponsor, and a person is not required to respond to, a collection of
information unless it displays a currently valid OMB number. The OMB control number for this collection appears above. In
addition, the OMB control numbers for EPA's regulations, after initial display in the final rule, are listed in 40 CFR part 9. Exp.
10/31/2018.
Navigation: To access the 'Home' screen, select 'TSCA Chemical Data Reporting (CDR)' from
the drop-down menu and click the 'OK' button.
2.2 Home Screen Navigation
You can access the e-CDRweb 'Home' screen by selecting 'TSCA Chemical Data Reporting
(CDR)' from the drop-down menu on the 'Chemical Information Submission System' screen.
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The 'Home' screen is the first screen within the e-CDRweb tool. It provides you with links and
tabs to access the 'CDR Form U Access,' 'User Management,' and 'Resources' screens. To
navigate to any of these screens, click the screen link (in blue text) or click the screen tab
(located at the top of the screen). The links and tabs provide you with the same functionality.
Form U Access: To complete a new Joint CDR Form U or modify an existing form, click the
'Form U Access' link or tab to navigate to the 'CDR Form U Access' screen. For additional
details about the 'CDR Form U Access' screen, please refer to Section 2.4.1,
User Management: To manage the access rights of Supports for each site, click the 'User
Management' link or tab to navigate to the 'User Management' screen. For additional details
about the 'User Management' screen, please refer to Section 2.3.
Resources: Click the 'Resources' link or tab to navigate to the 'Resources' screen. You can
find the e-CDRweb user guide, as well as useful links for further guidance on the 'Resources'
screen. For additional details about the 'Resources' screen, please refer to Section 7.
Exhibit 2-2 shows a screen capture of the e-CDRweb 'Flome' screen:
Exhibit 2-2: e-CDRweb Home Screen (Secondary Authorized Official)
KS'RH
Logged in as JANEDOEOPPT, Secondary Authorized Official
Form U Access
User Management
HOME
Welcome to the e-CDRweb application.
Form U Access
Create, modify, or delete a Form U. the form for reporting under TSCA CDR. by clicking the Form U Access
tab.
l^ser^ManagemenJ
Manage the access rights of Supports per site. For every Support in each site, the Authorized Official may
give him/her the ability to edit (but not create or delete) the form.
Resources
Access a downloadable user guide specific to your user role that describes the e-CDRweb application. Also
provides access to websites and other sources for helpful information.
Secondary Authorized Official
A Secondary Authorized Official has the ability to create, amend, and unlock forms (part 4). The
Secondary Authorized Official is the only person who can submit completed forms electronically. Finally,
the Secondary Authorized Official has the ability to assign Supports to individual sites.
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Navigation: To access the 'User Management' screen to assign Supports, click the 'User
Management' link or tab.
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2.3 User Management
On the 'User Management' screen, you can assign one or more Supports to complete or modify a
Joint CDR Form U.
Assign Supports:
Unassigned Users: This section shows all the Supports available to you that can be assigned
to complete or modify a Joint CDR Form U for the displayed site. To move Supports from
the 'Unassigned' section to the 'Assigned' section, highlight the individual or multiple
Supports and click the 'add»' link. To highlight multiple Supports, hold down the
key on your keyboard while clicking each Support. To highlight multiple consecutive
Supports, hold down the key on your keyboard while clicking the first and last
Support in the range.
Assigned Users: This section shows all the Supports that are assigned to complete or modify
a Joint CDR Form U for a single site. To move Supports from the 'Assigned' section to the
'Unassigned' section, highlight the individual or multiple Supports and click the '« remove'
link. To highlight multiple Supports, hold down the key on your keyboard and click
each Support. To highlight multiple consecutive Supports, hold down the key on
your keyboard and click the first and last Support in the range.
When you finish assigning the Supports, click the 'Save' button to save your selections.
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Exhibit 2-3 shows a screen capture of the 'User Management' screen:
Exhibit 2-3: User Management Screen
Logged in as JANEDOEOPPT, Secondary Authorized Official
Home ^^FornU^Access^J User Management y Resources
USER MANAGEMENT
The Authorized Official is responsible for granting or restricting a Support's access to Form Us by assigning or unassigning the Support to each
site, as appropriate. The Support can access and edit only those Form Us for which the Authorized Official has granted access. Assign a Support
to the site by highlighting the individual and clicking the add link. To unassign a Support, highlight the individual and click the remove link. To
highlight and assign or unassign multiple Supports, hold down the Ctrl or Shift keys on the keyboard and click each Support before moving. You
must click the Save button after each site assignment.
r-TEST ORGANIZATION LLC
1025 LEESBURG PIKE
FALLS CHURCH. VA 22033
i Assign Supports-
Unassigned
Jane Doe (JANEDOEOPPTSUFPORT)
Assigned
add»
«remove
Save
Navigation: Assign Supports to the Joint CDR Form U and click the 'Save' button. Click the
'Form U Access' link or tab from the 'Home' screen to navigate to the 'CDR Form U Access'
screen.
2.4 Complete a CDR Form U
The e-CDRweb tool restricts you to the creation of only one submission for each reporting cycle.
As a Secondary Submitter, you can only complete a single Joint CDR Form U that will cover all
of your company's products that are requested by all Primary Submitters.
2.4.1 CDR Form U Navigation
You can access the 'CDR Form U Access' screen by clicking the 'Form U Access' link or tab
from the 'Home' screen.
The 'CDR Form U Access' screen presents the 'Secondary Form' displayed in table format.
When you first access the 'CDR Form U Access' screen, your 'Secondary Form' will show a
status of 'Not Started.' The column headers are denoted by bolded blue text in a gray
background. The status column tracks the status of the Joint CDR Form U.
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Start a New Joint CDR Form U: To start a new Joint CDR Form U submission, click the
'Secondary Form' link, which has a status of 'Not Started.' You will be required to create a
passphrase that will be associated with that particular form. Please be sure to select a passphrase
that you will remember, as passphrases cannot be reset or unlocked once a submission is created.
Refer to Section 2.4.2 for instructions on creating a passphrase.
Edit an Existing Form U: To modify an existing Joint CDR Form U, click the 'Secondary
Form' link that has a status of 'In Progress.' You will be required to enter the passphrase
associated with that particular Joint CDR Form U in order to edit the form. Refer to Section
2.4.3 and Sections 2.4.7 through Section 2.4.10 for further instructions on viewing and
modifying a Joint CDR Form U that has a status of 'In Progress.'
Edit a Submitted Form U: To edit a submitted Joint CDR Form U (i.e., to make an
amendment), you must first unlock the particular Joint CDR Form U by clicking the lock icon
( ¦ ) under the 'Action' column. You will be required to enter the passphrase associated with the
Joint CDR Form U to gain access to amend the form. After you have made changes to the form,
the complete Joint CDR Form U will be submitted as an amendment, replacing the original Joint
CDR Form U. Include all information you intend to communicate within the amended form.
Refer to Section 6 for further instructions on amending an original Joint CDR Form U.
In addition to the 'Form' and 'Status' columns, the 'CDRForm U Access' screen displays the
following columns:
Modify Date: The 'Modify Date' column displays the date the Joint CDR Form U was last
modified.
Submission Date: The 'Submission Date' displays the date that you submitted a Joint CDR
Form U to EPA via CDX. This date is populated only after you submit a Joint CDR Form U.
Copy of Record: Click the download arrow icon ( ) to navigate to the 'Copy of Record'
screen. You must first enter your passphrase and CROMERR login information to gain
access to the 'Copy of Record' screen. Click the download arrow icon ( ) on the 'Copy of
Record' screen to download a copy of the submitted Joint CDR Form U to your local hard
drive. The download arrow icon ( ) displays only after you submit a Joint CDR Form U.
Refer to Section 5 for further instructions on downloading a CoR.
Action: Click the 'Delete' icon ( ) to delete a CDR Form U. Click the lock icon ( ¦ ) to
unlock a submitted form and complete an amendment.
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Exhibit 2-4 shows a screen capture for the 'CDR Form U Access' screen:
Exhibit 2-4: CDR Form U Access Screen
A Logged in as: JANEDOEOPPT, Secondary Autnortzed Official
Home y Form U Access J User Management y Resources
CDR FORM U ACCESS
To edit an In Progress form, click the form link in the Form column in the table below.
Reporting Year
2016
Form
Secondary Form
Secondary Form
Status Modify Date
El In Progress 01/26/2016
0Not Started
Submission Date
Copy of Record Action
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Navigation: Click the 'Secondary Form' link with a status of 'Not Started' to navigate to the
'Create Passphrase' screen.
2.4.2 Create Passphrase Screen
The 'Create Passphrase' screen allows you to create and associate a passphrase with a new CDR
Form U.
Create New Passphrase: To create and associate a passphrase with a CDR Form U, enter a
passphrase that is at least 8 characters in length and does not exceed 20 characters. To protect
your account, your passphrase should contain a combination of letters and numbers. The
passphrase may include spaces, but should not contain special characters (for example, +, ?, and
*). You can associate the same passphrase with multiple CDR Form Us.
You will be responsible for remembering the passphrase and distributing it to only
authorized Supports for your site. If you forget the passphrase, you will not be able to
access the CDR Form U to print, submit, or make changes.
For security reasons, the system administrator will not have access to your passphrase and
will not be able to retrieve it or reset it to a new one.
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Exhibit 2-5 shows a screen capture of the 'Create Passphrase' screen:
Exhibit 2-5: Create Passphrase Screen
¦#> Logged in as JANEDOEOPPT. Secondary Authorized Official
Log Out
CREATE PASSPHRASE
Please create a passphrase that has minimum of 8 characters and maximum of 20 characters in length. To better protect your Form U, your passphrase should
contain a combination of letters and numbers- Your passphrase may include spaces, but should not contain special characters (e.g.. + or *).
New Passphrase:
Confirm New Passphrase:
A passphrase can only be created by the Authorized Official for a reporting site's Form U. Your passphrase will be used as an encryption Key to protect the
contents of your data. As an Authorized Official, you are responsible for remembering your passphrase and distributing it to only authorized Supports for your
site.
Note: If you lose or forget your passphrase, you will not be able to access your CDR Form U to print, submit, or make changes. You will need to
initiate and complete a new Form U, at which time you will create a new passphrase. For security reasons. EPA's system administrator will not have
access to your passphrase and will not be able to retrieve or reset it.
Cancel
Next
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Navigation: Create a passphrase and click the 'Next' button to navigate to the 'Section 4.A -
Secondary Company Information' screen.
2.4.3 Enter Passphrase Screen
If you have previously created a passphrase for the Joint CDR Form U you are accessing, then
enter the passphrase on the 'Enter Passphrase' screen and click the 'Next' button.
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Exhibit 2-6 shows a screen capture of the 'Enter Passphrase' screen:
Exhibit 2-6: Enter Passphrase Screen
~
ENTER PASSPHRASE
Please enter your Form U passphrase and click Next
Forgot Your Passphrase?
For security reasons. EPA's system administrator does not have access to your passphrase and cannot retrieve or reset it. If you have forgotten your
passphrase. your site's Authorized Official must initiate and complete a new Form U. The Authorized Official will be able to create a new passphrase for the new
Form U.
Navigation: Enter the passphrase that you created for the Joint CDR Form U and click the
'Next' button to navigate to the 'Section 4.A - Secondary Company Information' screen.
The navigation tree is located on the left side of the form section on each screen. You can
perform the following functions using the navigation tree:
Collapse and Expand folders: Each section of the form falls under a collapsible folder in
the navigation tree, allowing you to save space and easily view items in the navigation tree.
When the folder is expanded, click the minus sign (-), by the folder icon (I1), or click the
folder title link to collapse that section of the navigation tree. When the folder is collapsed,
click the plus sign (+), by the folder icon ft ), or click the folder title link to expand that
section of the navigation tree. When you place your cursor over the folder title link, it will
highlight in red.
Navigate between screens: You can use the navigation tree to navigate between the various
screens within the tool and the different sections of the form. However, when using the
navigation tree, click the 'Save' button to save the information entered within a form when
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Cancel
Next
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2.4.4 Navigation Tree
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moving between screens. Alternatively, click the 'Next' or 'Previous' button to automatically
save the information entered on a page. Each section of the form is denoted with a form icon
( ). Click either the form icon ( ) or the section title link to navigate between screens. A
prompt message will appear after you click a link in the navigation tree, indicating, 'Are you
sure you want to leave the current page? Any unsaved changes will be lost.' If you choose
the 'OK' button, you will be taken to the desired screen without saving any of the data in the
previous screen. If you choose the 'Cancel' button, the prompt message will close and you
will not be taken further.
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Exhibit 2-7 shows a screen capture of the navigation tree:
Exhibit 2-7: Navigation Tree
^ 2016 Form U
Secondary Authorized Official
B- Secondary Company
Information
i-ji Secondary Company
Information (4.A)
-"fjjare Doe
B Jrade Product
Information
i-'U|Jane Doe
Technical Contact
information (4.B)
i-|j= Primary Company
Information (4.C)
i""R]Trade Product
Information (4.D)
Remove
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Exhibit 2-8 shows a screen capture of the navigation prompt:
Exhibit 2-8: Navigation Prompt
Are you sure you want to leave the current page? Any unsaved changes will be lost.
OK | Cancel
Remove a folder: Each 'Trade Product' folder within the navigation tree has a 'Remove'
icon ( ->). Click the 'Remove' icon ( -) to remove the entire folder and all of its associated
sections and information. Note: If you remove a folder, there is no way to retrieve it. You
must add a new folder and fill in all corresponding data again.
Add Trade Product: Click the 'Add Trade Product' button located at the bottom of the
navigation tree to add any number of additional trade products to the joint submission
sections of the navigation tree.
Upload an XML File: Click the 'Upload XML' button to upload an XML file. Refer to
Section 2.4.6 for details about the 'Upload XML' function.
Open and Close the navigation tree: To provide more visual form space, a navigation
arrow (<) that opens and closes the navigation tree is located to the right of the navigation
tree. Click the arrow (^) to close the navigation tree and increase the space of the form
content. Alternatively, click the arrow (~) on the closed navigation tree to open the
navigation tree.
2.4.5 Action Bar
The action bar is located at the bottom of the form section on each screen. You can perform the
following functions using the action bar:
Validate: Click the 'Validate' icon (*) at any stage during the completion of a Joint CDR
Form U. A 'CDR Form U Validation' pop-up window displays every time you click the
'Validate' icon (*) The 'CDR Form U Validation' pop-up window displays a report of all
the warning messages and errors that failed validation. Refer to Section 3 for more
information on validating a Joint CDR Form U.
Exhibit 2-9 shows a screen capture of the action bar showing the 'Validate' icon:
Exhibit 2-9: Action Bar - Validate
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Save: Click the 'Save' icon ( ) at any stage during the completion of a Joint CDR Form U.
After you click the ' Save' icon ( ), the data entered on the screen will save. The ' Save'
function does not validate any data entered.
Exhibit 2-10 shows a screen capture of the action bar showing the 'Save' icon:
Exhibit 2-10: Action Bar - Save
>/
B
m
H
Validate
Save
Preview
Submit
Preview: Click the 'Preview' icon ( ) at any stage during the completion of a Joint CDR
Form U to preview the form. After you click the 'Preview' icon ( ), a draft watermarked
PDF version of the form may generate and display in a separate window.
Exhibit 2-11 shows a screen capture of the action bar showing the 'Preview' icon:
Exhibit 2-11: Action Bar - Preview
>/
B
H
0
Validate
Save
Preview
Submit
Submit: Click the 'Submit' icon ( ) to submit the Joint CDR Form U after all sections of
the form have been completed by you or a Support. After you click the ' Submit' icon ( ),
the validation process is initiated. Refer to Section 3 for further instructions on validation
errors. You can continue with the submission process only after clearing all validation errors
Refer to Section 4 for more information on submitting a form.
Exhibit 2-12 shows a screen capture of the action bar showing the 'Submit' icon:
Exhibit 2-12: Action Bar - Submit
>/
B
m
Validate
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Submit
Additional Links: You can click on any of the additional links, located at the bottom of the
page, for helpful information while completing a Joint CDR Form U.
- If you click the 'CDX Homepage' link, you will be taken to the 'CDX Homepage.'
- If you click the 'MyCDX Homepage' link, you will be taken to the 'CDX Login.'
- If you click the 'EPA Homepage' link, you will be taken to the 'EPA Homepage.'
- If you click the 'Terms and Conditions' link, you will be taken to the 'CDX Terms and
Conditions' screen.
CIS e-CDRweb User Guide
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If you click the 'Privacy Notice' link, you will be taken to the 'CDX Privacy and Security
Notice' screen.
Exhibit 2-13 shows a screen capture of the links located below the acti on bar at the bottom of the
screen:
Exhibit 2-13: Action Bar - Links
CDX Homepage | MyCDX Homepage | EPA Homepage | Terms and Conditions | privacy Notice; | CDX Heipdesk: (888) 890-1 995
2.4.6 Upload an XML File
You can upload an XML file by clicking the 'Upload XML' button at the bottom left side of the
action bar.
When you click the 'Upload XML' button, a Windows Explorer pop-up window displays.
Exhibit 2-14 shows the screen capture of the 'Upload XML' screen:
Exhibit 2-14: Upload XML Screen
KS'BS
¦ Logged in as JANEDOEOPPT, Secondary Authorized Official
2016 Form U
4
Secondary Authorized Official
ED _ Secondary Company
Information
Secondary Company
Information (4. A)
:~f=|Jane Doe
B Trade Product 1
Trade Product
Information
Jane Doe
Technical Contact
Information (4.B)
Primary Company
Information (4.C)
"i^ Trade Product
Information (4.D)
Home y Form U Access j User Management j Resources
UPLOAD XML
Click the Upload XML File button below and select the XML tile you have populated with CDR Information.
#
Upload XML File
Warning: When importing an XML file into the current form, if XML validation is passed, all form contents will be overwritten
with the information stored within the imported XML file.
""X Remove
CDX Homepage | MyCDX Homepage | EPA Homepage | Terms and Conditions [ Privacy Notice | CDX Heipdesk: (888) 890-1995
Upload an XML File: Navigate to the location on your computer where you have stored the
XML file that you want to upload. Select the XML file from your local hard drive and click the
'Open' button. You will be taken back to the 'Upload XML' screen and the system will process
and validate the XML file.
CIS e-CDRweb User Guide
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CDJfr
Exhibit 2-15 shows a screen capture of the Windows Explorer pop-up window:
Exhibit 2-15: Windows Explorer Pop-Up Window
Select file to upload by devngn.epacdKnode.net
Look in: 11£) OPPT Phase II CDR
0
My Documents
My Computer
tfej
My Network
Places
File name:
Files of type:
_UxJ
U o » .- on-
|PrimaryForm.xml
~ pen
|Xml File
zM
Cancel
Va
XML Validation: If the upload is successful, you will be taken to the 'Upload XML Successful'
screen. From the 'Upload XML Successful' screen, click a link within the navigation tree to
access a specific screen.
If you upload an XML file that is not consistent with the e-CDRweb schema, you will receive a
message indicating that the document did not pass validation.
Access the Form U: To view your Joint CDR Form U after uploading the XML file, click a link
within the navigation tree to access a specific page and edit your form.
Submit the Form U: To submit the Joint CDR Form U, click the 'Submit' icon ( ) located in
the bottom action bar of the application. Refer to Section 4 for more details about the submit
functionality.
2.4.7 Section 4.A - Secondary Company Information
To access the 'Section 4.A - Secondary Company Information' screen, click the 'Secondary
Form' link and enter/create the passphrase associated with that particular Joint CDR Form U.
To protect the trade secrets of the Secondary Submitter, the e-CDRweb tool allows you to report
the identity of the trade secret chemical substance or the Primary Submitter's product, while
preventing the Primary Submitter from having access to your information.
County/Parish (4.A.5): Enter the county/parish information in Section 4.A.5.
CIS e-CDRweb User Guide
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The remaining data fields are pre-populated based on the information extracted from sites
identified within Facility Registry Service (FRS) during CDX registration.
Exhibit 2-16 shows a screen capture of the 'Section 4. A - Secondary Company Information'
screen:
Exhibit 2-16: Section 4.A - Secondary Company Information Screen
KSRR1
y Form U Access y User Management y
A Logged in as JANEDOEOPPT, Secondary Authorized Official
Logout
ola 2016 Form U
Secondary Authorized Official
B"i_ Secondary Company
Information
j-jW Secondary Company
Information (4.A)
1 iJarte Doe
B "j_Trade Product 1
Trade Product
Information
I""! =¦ | Jane Doe
Technical Contact
j Information (4.B)
j "| = jPrffnary Company
Information (4.C)
l -QTrade Product
Information (4.D)
^Remove
2016 Form U > TEST ORGANIZATION LLC > Secondary Company Information > Secondary Company Information (4 A)
SECTION 4.A - SECONDARY COMPANY INFORMATION
Secondary Company Name (4.A.1)
Secondary Company Address (4.A.2-3)
City/Town (4A4)
County/Parish (4A5)
State/Province (4.A.6)
Zip Code (4 A7)
Country (if applicable) (4.A.8)
TEST ORGANIZATION LLC
1025 LEESBURG PIKE
FALLS CHURCH
VA
22033
US
If any of the above information is incorrect please sign into CDX and make the necessary change(s) to your
registration information. Changes made in CDX will be reflected here.
Next
a
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m
Validate
Save
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Submit
CDX Homepage
MyCDX Homepage | EPA Homepage | Terms and Conditions | Privacy Notice | CDX Helpdesk: (888)890-1995
Navigation: Click the 'Next' button on the 'Section 4.A - Secondary Company Information'
screen to navigate to the 'Section 4.B - Technical Contact Information' screen. You can also
access this screen by using the 'Technical Contact Information (4.B)' link in the navigation tree.
2.4.8 Section 4.B - Technical Contact Information
You can access the 'Section 4.B - Technical Contact Information' screen by clicking the 'Next'
button on the 'Section 4.A - Secondary Company Information' screen. You can also access the
'Section 4.B - Technical Contact Information' screen by clicking the 'Technical Contact
Information (4.B)' link from the navigation tree.
The technical contact should be a person who can answer questions about the reported chemical
substance(s). Typically, a person located at the manufacturing site is best able to answer such
questions; however, you may use your discretion in selecting a technical contact or multiple
technical contacts. When selecting a technical contact, consider that EPA may have follow-up
CIS e-CDRweb User Guide
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CDXc
questions about a CDR submission, one or more years after the submission date. The technical
contact need not be the person who signed the certification statement.
You can assign one technical contact per chemical substance and one per 'Trade Product Name'
in a joint submission. Since there can be multiple technical contacts, each associated with a
different chemical substance, you can either create a new contact, choose an existing contact, or
modify an existing contact.
Creating a Technical Contact: When you first access the 'Section 4.B - Technical Contact
Information' screen, all of the fields will be editable. The 'Default Contact' checkbox is checked
by default. Each time you add a new trade product, the associated default technical contact is
displayed (to help avoid entering the same information multiple times).
Copy CDX Registration: Click the 'Copy CDX Registration' button to copy your contact
information from the CDX registration profile.
Technical Contact Name (4.B.1): Enter the name of the person whom EPA may contact
about information submitted for a chemical substance.
Company Name (4.B.2): Enter the name of the company for which the technical contact
works.
Technical Contact Telephone Number and Email Address (4.B.3 and 4.B.4): Enter the
technical contact's telephone number, including the area code, and the technical contact's
email address. Do not enter any dashes or parentheses when entering the telephone number.
Technical Contact Mailing Address (4.B.5 through 4.B.10): Enter the technical contact's
full mailing address. Post office box numbers should be accompanied by a street address. If a
post office box is used as a mailing address, enter the street address in field 4.B.5 and enter
the post office box number in field 4.B.6.
Default Contact: Check the 'Default Contact' checkbox to identify subsequent technical
contacts as the default technical contact for all chemical substances. The 'Default Contact'
checkbox is checked upon default when initially navigating to the page.
CIS e-CDRweb User Guide
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Exhibit 2-17 shows a screen capture of the 'Section 4.B - Technical Contact Information' screen:
Exhibit 2-17: Section 4.B - Technical Contact Information Screen (Edit Mode)
KSB0
Logged in as JANEDOEOPPT, Secondary Authorized Official
Log Out
0|i 2016 Form U
Secondary Authorized Official
3 Secondary Company
Information
¦f Secondary Company
Information (4.A)
Jane Doe
Trade Product 1
Trade Product
Information
h-| = Jane Doe
Technical Contact
Information (4.B)
|-j - Primary Company
Information (4.C)
Trade Product
Information (4.D)
#
Home y Form U Access J User Management J Resources
' 2016 Form U > TEST ORGANIZATION LLC > Secondary Company Information > Jane Doe (4.B)
SECTION 4.B - TECHNICAL CONTACT INFORMATION
To identify a technical contact, please enter information in the below required fields or click the 'Copy CDX Registration' button to
copy your contact information entered during CDX registration.
To select the entered technical contact as the default contact for all chemical substances at this site, select the 'Default Contact'
checkbox.
Click here to copy your information from CDX Registration: Copy CDX Registration
Prefix (4.B.1)
First Name (4.B. 1) parte
Middle Initial (4.B.1)
Last Name (4.B.1)
Suffix (4.B.1)
Company Name (4.B.2)
Telephone (4.B.3)
Default Contact
[E
Doe
[TEST ORGANIZATION LLC
Email Address (4.B.4)
Mailing Address 1 (4.B.5)
Mailing Address 2 (4 B.6)
City (4.B.7)
State (4.B.8)
Zip Code (4.B.9)
Country (4.B.10)
[5555555555 \ ext |
(Do not enter any dashes (-) in Phone Number field above)
IJane.Doe@test.com
[1025LEESBURGME
[FALLS CHURCH
Virginia
(22033
Previous
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S
¦
m
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Submit
CDX Homepage | MyCDX Homepage | EPA Homepage | Terms and Conditions | Privacy Notice | CDX Helpdesk: (888) 890-1995
Edit an existing technical contact: You can edit an existing technical contact by clicking the
technical contact's name link under the 'Secondary Company Information' folder in the
navigation tree. The technical contact information previously created will display in the 'Section
4.B - Technical Contact Information' screen and the fields will be editable. Make applicable
changes and click the 'Save' icon (t ) to save your changes.
Creating multiple technical contacts: You can add a new technical contact (after you have
created at least one technical contact). Click the 'Technical Contact Information (4.B)' link from
the navigation tree. You will see the technical contact information that you entered previously.
Click the 'Create New Contact' link to clear the form to add a new technical contact.
CIS e-CDRweb User Guide
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Exhibit 2-18 shows a screen capture of the 'Section 4.B - Technical Contact Information' screen
after it is populated:
Exhibit 2-18: Section 4.B - Technical Contact Information Screen (Populated)
Dgi 2016 Form U
Secondary Authorized Official
3 j Secondary Company
Information
i [^Secondary Company
Information (4.A)
M Jane Doe
B-QjTrade Product 1
Trade Product
Information
[¦--[=jJane Doe
Technical Contact
Information (4.B)
i'-R! Primary Company
Information (4.C)
F-p-'jTrade Product
Information (4.D)
Logged in as JANEDOEOPPT, Secondary Authorized Official
Home y Form U Access y User Management y Resources
2016 Form U > TEST ORGANIZATION LLC > Trade Product 1 Trade Product Information > Technical Contact Information (4.B)
SECTION 4.B - TECHNICAL CONTACT INFORMATION
To identify a technical contact for the current chemical substance, select from the drop-down menu or click
the 'Create New Contact' link to enter new technical contact information. You may use the same technical
contact for multiple chemical substances or enter a different technical contact for each chemical substance.
Select: Jane Doe
Prefix (4.B.1)
First Name (4.B.1)
Middle Initial (4.B.1)
Last Name (4.B.1)
Suffix (4. B.1)
Company Name (4.B.2)
Telephone (4.B.3)
Email Address (4.B.4)
Mailing Address 1 (4.B.5)
Mailing Address 2 (4.B.6)
City (4.B.7)
State (4.B.8)
Zip Code (4.B.9)
Country (4.B.10)
OR Create New Contact
Jane
E
Doe
TEST ORGANIZATION LLC
5555555555
Jane.Doe@gmail.com
1025 LEESBURG PIKE
FALLS CHURCH
VA
22033
US
Default Contact '
Previous
Next
Add Trade Product
>/
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¦
Save
Q
m
Submit
1 Upload XML l|
Preview
CDX Homepage |
I MyCDX Homepage |
I EPA Homepage I
| Terms and Conditions |
I Privacy Notice |
| CDX Helpdesk: (888) 890-1995
Navigation: Click the 'Next' button to navigate to the 'Section 4.C - Primary Company
Information' screen. You can also click the 'Primary Company Information (4.C)' link under the
'Trade Product Information' folder on the navigation tree.
2.4.9 Section 4.C - Primary Company Information
You can access the 'Section 4.C - Primary Company Information' screen by clicking the 'Next'
button from the 'Section 4.B - Technical Contact Information' screen or by clicking the
'Primary Company Information (4.C)' link from the navigation tree.
To populate the primary company information, enter the Unique Identifier (ID) that was
generated and emailed to you by a Primary Submitter.
Unique ID: The 'Unique ID' links your submission to the Primary Submitter's submission. The
'Parent Company Name,' 'Plant Site,' and 'Plant Site Mailing Address' fields will populate after
you enter the ' Unique ID' and click the 'Populate' button. If the Primary Submitter has deleted
the joint submission before you populate the 'Unique ID,' an error message will indicate that the
CIS e-CDRweb User Guide
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'Unique ED' is invalid. You are required to report a minimum of one primary company for a
trade product name. If the Primary Submitter has deleted the joint submission after you
populated the 'Unique ID." an error message will generate during validation or submission of the
form.
Exhibit 2-19 shows a screen capture of the 'Section 4.C - Primary Company Information' screen
after it is populated:
Exhibit 2-19: Section 4.C - Primary Company Information Screen (Populated)
& Logged in as JANEDOEOPPT, Secondary Authorized Official
Home y Form U Access j User Management y Resources
' 2016 Form U > TEST ORGANIZATION LLC > Trade Product 1 Trade Product Information > Primary Company Information (4.C)
SECTION 4.C - PRIMARY COMPANY INFORMATION
Enter Unique Identifier for Joint Submission j
0~ 2016 Form U
Secondary Authorized Official
B _ Secondary Company
Information
¦[^Secondary Company
Information (4.A)
-[i= Jane Doe
0 Trade Product 1
Trade Product
Information
i-'[j=;Jane Doe
Technical Contact
Information (4.B)
!;¦¦'[? Primary Company
Information {4.C)
^¦[= (Trade Product
Information (4.D)
Populate
Parent Company Name
TEST ORGANIZATION LLC
Plant Site
TEST FACILITY #97
Previous
Plant Site Mailing Address
123 MAIN STREET SUITE 128. FAIRFAX, VA 22030
Actions
X
Next
CDX Homepage | MyCDX Homepage | EPA Homepage | Terms and Conditions | Privacy Notice I CDX Helpdesk: (888) 890-1995
Navigation: Populate at least one primary company for a trade product name and click the
'Next' button to navigate to the 'Section 4.D - Trade Product Identification Information' screen.
You can also access this screen by using the 'Trade Product Information (4.D)' link in the
navigation tree.
2.4.10 Section 4.D = Trade Product Identification Information
You can access the 'Section 4.D - Trade Product Identification Info' screen by clicking the
'Next' button from the 'Section 4.C - Primary Company Information' screen or by clicking the
'Trade Product Information (4.D)' link from the navigation tree.
Trade Product Name (4.D.1): Enter the secondary company's 'Trade Product Name.'
CIS e-CDRweb User Guide
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Provided Company Trade Names (2.A.5): This field is pre-populated based on the 'Unique
ID' you entered and populated into the 'Section 4.C - Primary Company Information' screen.
Search for a Chemical Substance in Substance Registry Services (SRS) Search: You can
search for a chemical substance by using the search mechanism in SRS Search. Click the search
icon ( ) located under the 'Action' column. The 'Substance Registry Services Search' pop-up
window generates each time you click the search icon ( ).
Exhibit 2-20 shows a screen capture of the 'Section 4.D - Trade Product Identification Info'
screen when it is first accessed:
Exhibit 2-20: Section 4.D - Trade Product Identification Info Screen
KSBS
Logged in as JANEDOEOPPT, Secondary Authorized Official
Home y Form U Access y User Management J Resources
^ 2016 Form U
Secondary Authorized Official
B Secondary Company
Information
i-QSecondary Company
Information (4.A)
I ;-'i^'|Jane Doe
B Trade Product 1
Trade Product
Information
Jane Doe
Technical Contact
I Information (4.B)
|v| Primary Company
j Information (4.C)
bgTrade Product
Information (4.D)
2016 Form U > TEST ORGANIZATION LLC > Trade Product 1 Trade Product Information > Trade Product Information (4.D)
SECTION 4.D - TRADE PRODUCT IDENTIFICATION INFO
Trade Product Name (4.D.1) j
Provided Company Trade Names (2.A.5)
Search the EPA's Substance Registry Services (SRS) for the specific, currently correct Chemical Abstracts (CA) Index name as
listed on the TSCA Inventory and/or the correct corresponding Chemical Abstract Services Registry Number (CASRN) for each
reportable chemical substance at your site.
Action
Chemical Name/Generic Name
(4.D.2)
CASRN Accession Number
Percent Composition (%)
Contains Non-reportable Substances: 0
Other Information
(4.D.3)
CDX Homepage | MyCDX Homepage I EPAHomepage | Terms and Conditions | Privacy Notice | CDX Heipdesk: (888)890-1995
Navigation: From the 'Section 4.D - Trade Product Identification Info' screen click the search
icon ( ) to launch the SRS search pop-up window. Search for the desired chemical substance by
entering search criteria.
On the SRS Search window, you can search for the desired chemical substance by various search
fields. To search SRS, enter one of the following search fields and click the 'Search' button.
For chemical substances listed on the non-confidential portion of the TSCA Inventory,
Search by Chemical Abstracts Service Registry Number (CASRN), Chemical Abstracts
CIS e-CDRweb User Guide
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(CA) Index Name, or a Synonym: Enter data in the 'CASRN' field and/or the 'CA Index Name
or Other Synonym' field and click the 'Search' button. Search results will display in a table
format at the bottom of the screen. If no information is retrieved back from SRS, the bottom of
the screen will display a 'No Results Found' message. If you enter data into both of the fields
and click the 'Search' button, the system will perform an 'and' search. Search results are
retrieved that match both of the search criteria fields and will display in a table format at the
bottom of the screen.
CASRN: You may enter a full CASRN or another identifying number. Search results will
display CASRNs or other numbers that exactly match the numbers that you entered.
CA Index Name or Other Synonym: You may enter a full or partial CA index name,
biological name, EPA registry name, or other synonym. Search results will display CA index
names or other synonyms that contain, begin with, or exactly match the name that you
entered. Use the drop-down menu to specify the search criteria.
For chemical substances listed on the confidential portion of the TSCA Inventory, Search
by Accession Number and/or Generic Name: Enter data in the 'Accession Number' field
and/or the 'Generic Name' field and click the 'Search' button. Search results will display in a
table format at the bottom of the screen. If no information is retrieved back from SRS, the
bottom of the screen will display a 'No Results Found' message.
TSCA Accession Number: You may enter a full or partial Accession number. Search results
will display Accession numbers that contain, begin with, or exactly match the numbers that
you entered. Use the drop-down menu to specify the search criteria.
Generic Name: You may enter a full or partial generic name. Search results will display
generic names that contain, begin with, or exactly match the name that you entered. Use the
drop-down menu to specify the search criteria.
When searching by generic name, please be aware that the same Generic Name may have been
used for different chemical substances. Only the Accession Number is unique. You should take
care to ensure that you are selecting the correct chemical substance.
CIS e-CDRweb User Guide
Secondary Authorized Official
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CDX,
Exhibit 2-21 shows a screen capture of the 'Substance Registry Services Search' window:
Exhibit 2-21: Substance Registry Services Search Window
^SPP
SUBSTANCE REGISTRY SERVICES SEARCH
Enter the specific or partial, currently correct Chemical Abstracts (CA) Index name as listed on the TSCA
inventory1 and/or the exact corresponding Chemical Abstract Services Registry Number (CASRN) for each
reportable chemical substance at your site. Click Search arid select the appropriate CA Index name/ CASRN
combination from EPA's Substance Registry Services (SRS).
Please search by CASRN or CA Index Name
1. CASRN: Matches exactly
2. CA Index Name or Other Synonym: Matches Exactly " |
Search
OR
Enter the specific or partial, currently correct Accession Number as listed on the TSCA Inventory and or the
exact or partial corresponding Generic Name for each reportable chemical substance at your site. Click
Search and select the appropriate Accession Number/ Generic Name combination from ERA'S Substance
Registry Services (SRS).
-Please search by Accession Number and or Generic Name
1. Accession Number: Matches Exactly ~
2. Generic Name: Matches Exactly »
Search
CIS e-CDRweb User Guide
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Exhibit 2-22 shows a screen capture of the 'Substance Registry Services Search' window:
Exhibit 2-22: Substance Registry Services Search Window (Search Results)
71
2. CA Index Name or Other Synonym: Matches Exactly
methane
Search
OR
Enter the specific or partial, currently correct Accession Number as listed on the TSCA Inventory and or the
exact or partial corresponding Generic Name for each reportable chemical substance at your site. Click
Search and select the appropriate Accession Number/ Generic Name combination from EPAs Substance
Registry Services (SRS).
Please search by Accession Number and or Generic Name
1. Accession Number: Matches Exactly -
2. Generic Name: Matches Exactly -
Search
SRS Homepage
Select the appropriate chemical name and identifying number for the reportable chemical substance at your
site from the list below. The following chemicals have been filtered to ensure CDR system compatibility.
Systematic Name
j'Registry Name
CASRN
EPA kleiitifiei i
| r [riethane
Methane
74-82-8
r°n
If there is no information available for the search criteria entered, please contact the EPA by telephone at
(202) 554-1404 or by email attsca-hotiiiie.geija.uovfor assistance on chemical substance identification.
d
Navigation: Select the chemical substance from the 'Substance Registry Services Search'
window by selecting the radio button (located to the left of the chemical name) and clicking the
'OK' button. You will be taken to the 'Section 4.D - Trade Product Identification Info' screen.
The chemical substance name will populate on the 'Section 4.D - Trade Product Identification
Info' screen under the 'Section 4.D.2' table as read-only. Based on what you searched for in
SRS, either the CASRN or the accession number will be displayed under the 'CASRN/Accession
Number' column.
If you wish to add multiple chemical substances, repeat the above steps. You cannot add the
same chemical substance more than once. If you need to delete a chemical substance from the
table, click the 'Delete' icon (3 ).
CIS e-CDRweb User Guide
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Exhibit 2-23 shows a screen capture of the 'Section 4.D - Trade Product Identification Info'
screen after it is populated:
Exhibit 2-23: Section 4.D - Trade Product Identification Info Screen (Populated)
:g:se pi
J Form U Access J User Management y
Logged in as JANEDOEOPPT, Secondary Authorized Official
LogOut
a~*m 2016 Form U
Secondary Authorized Official
S i_ Secondary Company
Information
i | " iSec ondary Company
Information (4.A)
Mane Doe
B-j_ Trade Product 1
Trade Product
Information
rffigjJane Doe
| Technical Contact
Information (4.B)
r-p Primary Company
| Information (4.C)
Trade Product
Information (4.D)
2016 Form U > TEST ORGANIZATION LLC > Trade Product 1 Trade Product Information > Trade Product Information (4.D)
SECTION 4.D - TRADE PRODUCT IDENTIFICATION INFO
[Trade Product 1
Trade Product Name (4.D.1)
Provided Company Trade Names (2.A.5)
Search the EPA's Substance Registry Services (SRS) for the specific, currently correct Chemical Abstracts (CA) Index name as
listed on the TSCA Inventory and/or the correct corresponding Chemical Abstract Services Registry Number (CASRN) for each
reportable chemical substance at your site.
(4.D.2)
Action
Chemical Name/Generic Name
CASRN/Accession
Number
Percent
Composition (%)
X
Benzenamine, N-methyl-
100-61-8
i i
Contains Non-reportable Substances: ~
Other Information
(4.D.3)
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Add Trade Product
>/
S
|I
m
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m
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Preview
Submit
CDX Homepage |
MyCDX Homepage |
I EPA Homepage
| Terms and Conditions |
Privacy Notice |
| CDX Helpdesk: (888) 890-1995
After populating the chemical(s) substance information, you are required to enter the percent
composition for each chemical substance under the Section 4.D.2 table. The total of all the
chemical substances percent composition (%) must add up to, but not exceed, 100%. You can
check the 'Contains Non-reportable Substances' checkbox if the percent composition (%) is less
than 100%.
The 'Section 4 D - Trade Product Identification Info' screen is the last screen in the Joint CDR
Form U. Once you have completed all sections, click the 'Save' button on the page and continue
with validating the form and submitting. Refer to Section 3 for instructions on validating a Joint
CDR Form U and Section 4 for instructions on submitting a Joint CDR Form U.
CIS e-CDRweb User Guide
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3 Validate
You can click the 'Validate' icon <*) at any stage during the completion of a Joint CDR Form
U to check for missing or invalid data. The 'CDR Form U Validation' pop-up window will
display every time you click the 'Validate' icon e*'). The 'CDR Form U Validation' pop-up
window will display a report of all the validation errors and warning messages.
Validation Errors: Errors are denoted by an error icon ( -¦¦') and can be fixed by clicking the
error link. The links will display the screen section (e.g., Technical Contact Information (4.B)),
the field section name (e.g., 4.B.1), and the associated error. After you click a link, the main
screen will display the section where the error occurred so you can easily fix the issue. Once you
have fixed the error, click the 'Validate' icon ( ) again to refresh the 'CDR Form U Validation'
pop-up window. If the information you fixed passes validation, the error will be removed from
the 'CDR Form U Validation' pop-up window. You must correct all validation errors in order to
submit the form to EPA via CDX. Once all validation errors have been resolved, if the 'Validate'
icon is clicked, the 'CDR Form U Validation' screen will indicate that there are no
validation errors.
Warning Messages: Warnings are denoted by a warning icon ( ) and can be addressed by
clicking the warning link. The links will display the screen section, field section name, and the
associated warning After you click a link, the main screen will display the section where the
warning occurred so you can verify the data's validity. Once you have corrected or verified the
data, click the 'Validate' icon ( ) again to refresh the 'CDR Form U Validation' pop-up
window. If the information you corrected or verified passes validation, the warning will be
removed from the 'CDR Form U Validation' pop-up window. Once all validation warnings have
been resolved, if the 'Validate' icon ( ) is clicked, the 'CDR Form U Validation' screen will
indicate that there are no validation warnings. Although you should verify that the data indicated
in the warning is valid, the tool will still allow you to pass validation and submit a form to EPA
with active warning messages.
Close the 'CDR Form U Validation' pop-up window by clicking the 'X' button at the top right of
the screen.
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Exhibit 3-1 shows a screen capture of the 'CDR Form U Validation' pop-up window:
Exhibit 3-1: CDR Form U Validation Pop-up Window
Errors:
Trade Product 1 Trade Product Information
Trade Product Information (4.D)
Section 4.D.2 - Percent Composition is required.
O Section 4.D.2 - The total percent composition must add up to 100% unless there are non-
reportable substances.
No Validation Warnings
CDR Form U Validation
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4 Submit to EPA via CDX
As a Secondary AO, you have the ability to sign and submit a Joint CDR Form U to EPA. Any
assigned Supports cannot sign and submit a Joint CDR Form U to EPA. The save functionality
will allow you to return to that same form at any point in the future. You can also print the form
at any point; however, the 'Not For Submission' watermark will be placed on the document.
4.1 Submit Electronically - CROMERR Certification
Click the 'Submit' icon ( ) located in the bottom action bar of the Joint CDR Form U to access
the 'Submission Process' Cross-Media Electronic Reporting Regulation (CROMERR) screen.
CROMERR provides the legal framework for electronic reporting under all of EPA's
environmental regulations.
Upon clicking the 'Submit' icon ( ), you will receive a prompt indicating 'This will begin the
Form U submission process. Do you wish to proceed?'
Exhibit 4-1 shows a screen capture of the submission prompt:
Exhibit 4-1: Submission Prompt
This will begin the Form U submission process. Do you wish to proceed?
Cancel
OK
Click the 'OK' button to continue the submission and proceed to the validation process.
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Exhibit 4-2 shows a screen capture of the 'Submission Process: Validation' screen:
Exhibit 4-2: Submission Process: Validation Screen
Logged in as John Doe, Secondary Authorized Official
SUBMISSION PROCESS: PDF GENERATION
r
y/ _
Validation
PDF Generation
CROMERR
Submit
Generating a finalized PDF file of your Form U submission
Processing. Please wait..
CDX Homepage | My COX Homepage | EPA Homepage | Terms and Conditions | Privacy Notice | CDX Helpdesk: (888) 890-1995
Once validation has been successfully completed, you have the option to preview the draft
watermarked version of the Joint CDR Form U, which will be displayed as a PDF.
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Exhibit 4-3 shows a screen capture of the 'Submission Process: PDF Generation' screen:
Exhibit 4-3: Submission Process: PDF Generation Screen
Logged in as: John Doe, Secondary Authorized Official
Logout
SUBMISSION PROCESS: PDF GENERATION
Your PDF preview transaction was successful!
View PDF Continue
CDX Homepage | My COX Homepage | EPA Homepage | Terms and Conditions | Privacy Notice | COX Helpdesk: (888) 890-1995
Navigation: Click the 'View PDF' button to view the Joint CDR Form U. A watermarked draft
PDF version of the form will be displayed in a separate window. Once you are satisfied with the
contents of the form, click the 'Continue' button to proceed with the submission process.
On the 'Cross-Media Electronic Reporting Regulation (CROMERR) Certification' screen, you
will be asked to certify your submission. By clicking the 'I Certify' button on the 'CROMERR
Certification' screen, you are authenticating all the information entered on the Joint CDR Form
U and agreeing to take full responsibility for the submission of the data. If you are not yet ready
to authenticate the information, click the 'Cancel' button.
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Exhibit 4-4 shows a screen capture of the 'Cross-Media Electronic Reporting Regulation
(CRQMERR) Certification' screen:
Exhibit 4-4: Cross Media Electronic Reporting Regulation (CROMERR) Certification
Screen
Logged in as John Doe, Secondary Authorized Official
CROSS-MEDIA ELECTRONIC REPORTING REGULATION (CROMERR) CERTIFICATION
V _
PDF Generation
J
I certify, under penalty of law, that this document and all attachments were
prepared under my direction of supervision in accordance with a system
designed to assure that qualified personnel properly gather and evaluate the
information submitted. Based on my inquiry of the person or persons who
m anage the system, or those persons directly responsible for gathering the
inform ation, the information submitted 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 offines and
imprisonment for knowing violations.
Cancel
.1 Certify!
CDX Homepage | MyCOX Homepage | EPA Homepage | Terms and Conditions | Privacy Notice | COX Helpdesk: (888) 890-1995
Navigation: Click the 'I Certify' button to navigate to the 'CROMERR LOGIN' screen.
4.2 CROMERR LOGIN
To submit the Joint CDR Form U, log in to CDX using the credentials you provided during CDX
registration:
Password: Enter your CDX registration password
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Exhibit 4-5 shows a screen capture of the "CROMERR LOGIN' screen:
Exhibit 4-5: CROMERR LOGIN Screen
Logged in as John Doe, Secondary Authorized Official
CROSS-MEDIA ELECTRONIC REPORTING REGULATION (CROMERR) LOGIN
V _ B _ a _ Si
Validation PDF Generation
CROMERR
Submit
Please login with your CDXweb password:
Password:
CDX Homepage | MyCDX Homepage | EPA Homepage | Terms and Conditions | Privacy Notice | CDX Helpdesk: (888) 890-1995
Navigation: Enter your CDX password and click the 'Next' button to navigate to the 'Cross-
Media Electronic Reporting Regulation (CROMERR) Security Question' screen.
4.3 CROMERR Security Question
The 'Cross-Media Electronic Reporting Regulation (CROMERR) Security Question' screen
randomly selects and displays one (1) of the five (5) CROMERR eSIG-PIN questions that you
answered on the 20-5-1 question screen during CDX registration.
eSIG-PIN Authorization Code: Provide the answer to the question that was pulled from the list
of CDX registration security questions.
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Exhibit 4-6 shows a screen capture of the 'Cross-Media Electronic Reporting Regulation
(CROMERR) Security Question' screen:
Exhibit 4-6: CROMERR Security Question Screen
Logged in as John Doe, Secondary Authorized Official
Logout
CROSS-MEDIA ELECTRONIC REPORTING REGULATION (CROMERR) SECURITY QUESTION
v CI ^ 1*1
Validation PDF Generation CROMERR Submit
I I * - * )
What is your favorite vacation destination?
1 1
Cancel 1 Next 1
CDX Homepage
| My CDX Homepage | EPA Homepage | Terms and Conditions | Privacy Notice | CDX Helpdesk: (888) 890-1995
Navigation: Answer the security question and click the 'Next' button to navigate to the 'Submit
to CDX' screen.
4.4 Submit to EPA via CDX
On the ' Submit to CDX' screen, you will see a certification message. Read the message and
acknowledge by clicking the 'Confirm' button. Once you have clicked the 'Confirm' button,
your Joint CDR Form U will be submitted to EPA.
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Exhibit 4-7 shows a screen capture of the 'Submit to CDX' screen:
Exhibit 4-7: Submit to CDX Screen
Logged in as John Doe, Secondary Authorized Official
SUBMIT TO CDX
Va
L
Validation
PDf Generation
t
CROMERR
Submit
I hereby certify to the best of my knowledge and belief that (1) all information
entered on this for is complete and accurate; and (2) any confidentiality
claims are true and correct as to that information for which they have been
asserted. Any knowing and willful misinterpretation is subject to criminal
penalty pursuant to 18 USC 1001
Cancel
j Confirm i
CDX Homepage | MyCDX Homepage | EPA Homepage | Terms and Conditions | Privacy Notice | CDX Helpdesk: (888) 890-1995
Navigation: Click the 'Confirm' button to navigate to the 'Cross-Media Electronic Reporting
Regulation (CROMERR) Submission' screen.
4.5 CROMERR Submission
On the 'Cross-Media Electronic Reporting Regulation (CROMERR) Submission' screen, you
will see a message indicating the submission has been successfully submitted to EPA via CDX.
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Exhibit 4-8 shows a screen capture of the 'Cross-Media Electronic Reporting Regulation
(CROMERR) Submission' screen:
Exhibit 4-8: CROMERR Submission Screen
Logged in as John Doe, Secondary Authorized Official
Logout
&
CROSS-MEDIA ELECTRONIC REPORTING REGULATION (CROMERR) SUBMISSION
/ - ty - 0 si
Validation PDF Generation CROMERR Submit
e #
The submission was sent to the EPA The Copy of Record link to allow for
download of the Copy of Record and signature fior this submission will appear
in the Forms list when the EPA recedes and processes your submission.
Finish
Navigation: Click the 'Finish' button to navigate back to the 'Home' screen. Click the 'Form U
Access' link to find your submitted Joint CDR Form U. On the 'CDR Form U Access' screen,
the form will have a status of 'Complete' under the 'Status' column. In addition to displaying a
status of 'Complete,' a lock icon (I- ) will be displayed under the 'Action' column. Only a
Secondary AO can unlock a previously submitted Joint CDR Form U that has already been
submitted. A Secondary AO will also need to unlock a Joint CDR Form U before a Support can
amend the form.
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5 Download Copy of Record
You may obtain a copy of your submitted Joint CDR Form U in accordance with CROMERR.
To download a Copy of Record (CoR), navigate to the 'CDR Form U Access' screen and locate
a site for which you have successfully submitted a Joint CDR Form U. The form should have a
status of 'Complete.'
Exhibit 5-1 shows a screen capture of the 'CDR Form U Access' screen with the download
arrow icon ( ) displayed:
Exhibit 5-1: CDR Form U Screen (Copy of Record)
Logged in as: JANEDOEOPPT, Secondary Authorized Official
Home y Form U Access y User Management y
CDR FORM U ACCESS
To edit an In Progress form, click the form link in the Form column in the table below.
Reporting Year Form Status Modify Date Submission Date Copy of Record Action
2016 Secondary Form Uncomplete 02/18/2016 02/13/2016 * ;l
2012 Secondary Form B Not Started
CDX Homepage | MyCDX Homepage | EPA Homepage | Terms and Conditions | Privacy Notice | CDX Helpdesk: (888) 890-1995
Navigation: Click the download arrow icon ( ) under the 'Copy of Record' column. You will
be taken to the 'Enter Passphrase' screen to enter the passphrase associated with that Joint CDR
Form U. Once you have entered your passphrase, click the 'Next' button to navigate to the
'Cross-Media Electronic Reporting Regulation (CROMERR) LOGIN' screen. Enter your CDX
login credentials and click the 'OK' button. If your login was successful, you will be taken to the
'Cross-Media Electronic Reporting Regulation (CROMERR) Security Question' screen. The
'Cross-Media Electronic Reporting Regulation (CROMERR) Security Question' screen
randomly selects and displays one of the five CROMERR eSIG-PIN questions that you answered
on the 20-5-1 question screen during CDX registration. Answer the CROMERR security
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question and click the 'OK' button. If your answer was correct, you will be taken to the 'Copy of
Record' screen.
Exhibit 5-2 shows a screen capture of the 'Copy of Record' screen for downloading a CoR:
Exhibit 5-2: Copy of Record
uv\ *¦ Logged in as: John Doe. Secondary Authorized Official
Logout
COPY OF RECORD
You can now download the Copy of Record for the Form U Submission!
Download Copy of Record:
File Name File Size
Copy of Record
Download Substantiation Attachments:
File Size
Home
CDX Homepage | My COX Homepage | EPA Homepage | Terrre and Conditions | Privacy Notice | COX Helpdesk: (888) 890-1995
Click the download arrow icon ) to download a PDF and an XML file of the Joint CDR Form
U. Upon clicking the download arrow icon ( ), a download prompt will be displayed asking
you to save the files to your local hard drive. Click the 'Save File' button and click the 'OK'
button to download and save the zip file to your local hard drive.
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Exhibit 5-3 shows a screen capture of the prompt screen:
Exhibit 5-3: Prompt Screen
Opening A FIRST STEP EROSION CONTROL INC.zip_COR216350510
Ygu have chosen to open
J ...OSION CONTROL INC.zip_COR2163505107693525920.zip
which is a: WinZip File (-1 bytes)
from: https: //devngn, epacdxnode. net
What should Firefox do with this file?
C Open with | WinZip (default)
| (* jSave File
Do this automatically for files like this from now on,
~3
OK
Cancel
If you click the download arrow icon ( ), you will download:
A PDF version of the CDR Form U
An XML version of the CDR Form U
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6 Create an Amendment
To amend a submitted Joint CDR Form U, navigate to the 'CDR Form U Access' screen and
locate a secondary form for which you previously submitted a Joint CDR Form U. The form
should display a status of 'Complete' under the 'Status' column. In addition to displaying a
status of 'Complete,' the lock icon ( ¦ ) will be displayed under the 'Action' column.
Exhibit 6-1 shows a screen capture of the 'CDR Form U Access' screen displaying the lock icon
(.1 ):
Exhibit 6-1: CDR Form U Access- Amendment
KS'BS
¦ Logged in as JANEDOEOPPT, Secondary Authorized Official
Home y Form U Access y User Management y Resources
CDR FORM U ACCESS
To edit an In Progress form, click the form link in the Form column in the table below.
Reporting Year
2016
2012
Form
Secondary Form
Secondary Form
Status
Modify Date
02/18/2016
Submission Date
02/18/2016
Copy of Record
*
ACllOll
DO
CDX Homepage | MyCDX Homepage | EPA Homepage | Terms and Conditions | Privacy Notice | CDX Helpdesk: (888) 890-1995
Navigation: Click the lock icon ( ¦ ) under the 'Action' column to start an amendment.
After clicking the lock icon (!¦ ), you will receive a prompt to confirm the unlock process. If you
unlock a Joint CDR Form U, you will be required to resubmit the form to EPA after you finish
making your changes. If you do not want to continue with the amendment, click the 'Cancel'
button to cancel the amendment process and return to the 'CDR Form U Access' screen. Click
the 'OK' button to close the prompt and continue with the amendment. Since the amended form
replaces the original form, verify that the amended form contains all of the information that
needs to be submitted.
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Exhibit 6-2 shows a screen capture of the unlock prompt:
Exhibit 6-2: Unlock Prompt
This will begin the amendment process. Once this form is unlocked, the only way to lock it again is to
resubmit to the EPA. Do you wish to proceed?
OK
Cancel
After you click the 'OK' button, you will be taken to the 'Enter Passphrase' screen. You must
enter the passphrase that was originally associated with the CDR Form U to start the amendment
process. After you enter the passphrase and click the 'Next' button you will be taken to the
'Amendment and Late Submission Explanation' screen.
At this point, the 'CDR Form U Access' screen will display a status of 'In Progress' under the
'Status' column, and the unlocked icon ( 1 ) will be displayed under the 'Action' column;
however, you will not see these changes until you navigate back to the 'CDR Form U Access'
screen.
6.1 Amendment and Late Submission Explanation
When you amend your submission, change only the information that needs to be changed. Your
amended submission will replace your previous submission and therefore should be a complete
Joint CDR Form U. Before you begin amending your form, you must provide an explanation as
to why you must amend the original form. You can access the 'Amendment and Late Submission
Explanation' screen by clicking the 'Explanation' link located under the 'Amendment and Late
Submission' folder within the navigation tree.
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Exhibit 6-3 shows a screen capture of the 'Explanation' link in the navigation tree:
Exhibit 6-3: Explanation Link
2016 Form U
Secondary Authorized Official
EH ^Amendment and Late
Submission
I j*fi-[Explanation
B Secondary Company
Information
i-¦[₯¦ Sec ondary Company
i information (4.A)
;-^3]Jane Doe
B Trade Product 1
Trade Product
Information
;-{lg|jane Doe
j Technical Contact
Information (4.B)
S| = Primary Company
Information (4.C)
j[=|Trade Product
Information (4.D)
^Remove
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Exhibit 6-4 shows a screen capture of the 'Amendment and Late Submission Explanation'
screen:
2016 Form U
Secondary Authorized Official
El Amendment and Late
Submission
: Explanation
B i_ Secondary Company
Information
Secondary Company
Information (4A)
¦{=iJarte Doe
0"! Trade Product 1
Trade Product
Information
j-[ =[|Jane Doe
Technical Contact
Information (4.B)
i--p Primary Company
Information (4.C)
M|Trade Product
Information (4.D)
^Remove
Exhibit 6-4: Amendment and Late Submission Explanation Screen
Logged in as JANEDOEOPPT, Secondary Authorized Official
Home y Form U Access y User Management j Resources
* 2016 Form U > TEST ORGANIZATION LLC > Amendment and Late Submission > Explanation
AMENDMENT AND LATE SUBMISSION EXPLANATION
Why are you amending this form or submitting it late? Please note that you should only complete this screen if you are submitting
an amendment or a late submission.
Next
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CDX,
7 Resources
You can access the 'Resources' screen by clicking the 'Resources' tab l ocated at the top of the
screen at any time during the submission process. You can also access the 'Resources' screen by
clicking on the 'Resources' link on the 'Home' screen. The 'Resources' screen provides you
with links to all of the e-CDRweb user guides as well as links to additional resources. Click the
'e-CDRweb User Guide' link to access the e-CDRweb user guide documents.
Chemical Data Reporting Homepage: If you click this link, a new Internet browser window
will display the CDR Homepage.
CDX Homepage: If you click this link, a new Internet browser window will display the CDX
Homepage.
TSCA Chemical Substances Inventory: If you click this link, a new Internet browser window
will display the 'TSCA Chemical Substances Inventory' screen.
Exhibit 7-1 shows a screen capture of the 'Resources' screen:
Exhibit 7-1: Resources Screen
¦ Logged in as: JANEDOEOPPT, Secondary Authorized Official
Home y Form U Access y User Management ^^Resources
RESOURCES
User Guides
e-CDRweb User Guide - Primary Authorized Official
e-CDRweb User Guide - Primary Support
e-CDRweb User Guide - Secondary Authorized Official
e-CDRweb User Guide - Secondary Support
These guides describe each screen of the e-CDRweb application and provide information on how to use the
system to complete a 2016 CDR Form U. The guides also contain instructions for registering with CDX,
submitting a joint submission, and amending a previous submission. You can download the guides for quick
reference.
Additional Regulatory Information (Coming Soon)
This webpage provides additional information about regulatory or other chemical characteristics that affect
CDR requirements.
Helpful Web Links
Chemical Data Reporting Homepage - access the primary source of information related to Chemical Data
Reporting (CDR).
cdx Homepage - access the primary source of information related to Central Data Exchange (CDX).
tsca Chemical Substances inventory - access information related to Toxic Substances Control Act (TSCA)
Inventory.
Please direct questions regarding accessing your form, managing the access rights, or your particular role as
an Authorized Official or Support to (202) 554-1404 or e-mail the TSCA-Hotline at tsca-
Hotline@epamail.epa.gov.
For questions regarding completing your Form U, please email eCDRweb@epa.gov.
CDX Homepage | MyCDX Homepage | EPA Homepage | Terms and Conditions | Privacy Notice | CDX Helpdesk: (888)890-1995
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Appendix A. Acronyms and Abbreviations
The following exhibit displays all the acronyms and abbreviations used in this document:
Acronym
Full Name
AO
Authorized Official
CA
Chemical Abstract
CASRN
Chemical Abstract Service Registry Number
CDR
Chemical Data Reporting
CDX
Central Data Exchange
CoR
Copy of Record
CROMERR
Cross-Media Electronic Reporting Regulation Security System
CSPP
Chemical Safety and Pesticide Programs
D&B
Dun and Bradstreet
EPA
Environmental Protection Agency
e-CDRweb
Chemical Data Reporting web
FRS
Facility Registry Service
ID
Identifier
OPPT
Office of Pollution Prevention and Toxics
PDF
Portable Document Format
SRS
Substance Registry Services
TSCA
Toxic Substances Control Act
XML
Extensible Markup Language
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