CD*r Compliance and Emissions Data Reporting Interface (CEDRI) RMAM Job Aid for Managing State Reviewers RMAM Overview Registration Maintenance Account Manager (RMAM) tools are only provided to CDX users with an existing EPA Reviewer role for the CEDRI program service and have been designated as an RMAM by the CDX Help Desk. If an RMAM designation must be created for a user with an existing EPA Reviewer role, please contact the CDX help desk using the contact information provided in the 'Support' section at the end of this document. This job aid covers the following functionality for RMAMs: • Accessing RMAM Tools • Create a New User Account • User Management for Existing CDX Users o Search for a State Reviewer o Add/Modify States for a State Reviewer o Add a State Reviewer Role to an Existing CDX Account o Deactivate a State Reviewer Account • Support Accessing RMAM Tools 1. Log into CDX (https://cdx.epa.gov/) using the credentials for your CEDRI EPA Reviewer role. 2. Select the 'Reg Maint' tab (see Figure 1). A list of Registration Tools are provided. S Contact Us Loggsd in as GHSLLiSHE !'Loq out'l A summary of each of the functions within Registration tools that are covered in this Job Aid are provided below: • Create User Account: Create a CDX account for a new CDX user. • User Management: View and/or modify an existing CDX user's profile. Create a New User Account Figure 1: Reg Maint Tab CDX? Central Data Exchange MyCDX Inbox [J My Profile Reg Maint HelpDesk [J Submission History 1 ------- CDX? Compliance and Emissions Data Reporting Interface (CEDRI) RMAM Job Aid for Managing State Reviewers The Create User Account tool is accessed by selecting the 'Create User Account' link within the Registration Tools section on the 'Reg Maint' tab. The Create User Account tool allows you to create a new CDX account for a user. The steps to create a new CDX account for a user are provided below: 1. Select the 'Create User Account' hyperlink. 2. Click 'I Accept' to the Terms and Conditions. 3. Select or type 'CEDRI: Compliance and Emissions Data Reporting Interface' in the 'Active Program Services List' textbox. 4. Select the applicable role in the 'Select Role' dropdown. If adding a State Reviewer, select 'StateReviewer.' 5. If adding a State Reviewer, select the applicable state code(s) for the State Reviewer. If selecting multiple states, click on each state by CTRL + clicking on the state(s). 6. Select the 'Request Role Access' button. 7. Provide the following required fields in Part 1: User Information (see Figure 2). a. User ID: Must be more than 7 characters and cannot contain any special characters. Make a note of the User ID created for the user. The User ID must be provided to the user outside of CDX. b. Title c. First Name d. Last Name e. Password: The password entered will be a temporary password provided to the user. The password will be reset by the user the first time they log into CDX. Make a note of the temporary password that you create for the user. The temporary password must be provided to the user outside of CDX. 8. Search for the user's organization by entering the user's organization in 'Part 2: Organization Information.' Select the 'Search' button. 9. Select the 'Organization ID' link associated with the user's organization. If the Organization does not display, select the 'Advanced Search' hyperlink to expand the search criteria. If the organization is still not displayed, select the 'Request that we your organization' hyperlink. 2 ------- CD*r Compliance and Emissions Data Reporting Interface (CEDRI) RMAM Job Aid for Managing State Reviewers Figure 2: User Information and Organization Information Part 1: User Information Description of Fields® User ID * Title * First Name * Middle Initial Last Name v Suffix Password * Re-type Password * Tests tateReviewer -Please Select- » John Doe -Please Select- » Part 2: Organization Information Search for your organization using the text box below. You may search by entering the Organization Name or the Organization ID. 1 Test Organization Search Select your organization from the table below. Organization Id Organization Name Address City State ZIP Code 1 1S555 | TEST ORGANIZATION LLC 1025 LEESBURC PIKE FALLS CHURCH VA 22033 15585 TEST ORGANIZATION LLC 1025 LEESBURC PIKE FALLS CHURCH VA 12345 23564 Test Organization F 123 Lemon Tree Lane Fairfax Hi A 22033 18943 Test organization a street odenton N/A 21 117 Can't find your organization! Use advanced search or request that we add your organization.! 10. Enter the following required information in Part 2: Organization Information: a. Email b. Re-Enter Email c. Phone Number 11. Select the 'Submit Request for Access' button. 12. Email the user the User ID and Password created in Step 7. a. The user will receive a CDX generated email containing a hyperlink and the User ID created in step 7. Direct the user to select the hyperlink and log into CDX using the User ID and password created in Step 7. 3 ------- CD& Compliance and Emissions Data Reporting Interface (CEDRI) RMAM Job Aid for Managing State Reviewers User Management for Existing CDX Users The User Management tool is accessed by selecting the 'User Management' link within the Registration Tools section. The User Management tool allows you to search for an existing CDX user by entering search criteria and, if necessary, modify the user's profile information as described below. Search for a State Reviewer 1. Provide the desired search criteria in the provided form fields. 2. Select 'CEDRI - Compliance and Emissions Data Reporting Interface' within the 'Program Service' Dropdown (see Figure 3). 3. Select "State Reviewer' in the 'Role' dropdown. 4. Select the 'Search' button. Search results are displayed in a table containing user information, organization/program/role information, and verification indexes. Figure 3: Search By Criteria Search By Criteria User ID First Name Last Name Email Doe Exact Matches Only: Exact Matches Only:1 Exact Matches Only:1 1 Exact Matches Only: U Program Service Role CEDRI - Compliance and Emissions Data Reporting Interface » State Reviewer » Program ID Phone Number Organization Name Exact Matches Only:1 1 Exact Matches Only: Exact Matches Only:1 Search By Confirmation Number Confirmation Number Search Reset I Back 5. Click on the user's name to the User Details page (see Figure 4). 4 ------- CDX? Compliance and Emissions Data Reporting Interface (CEDRI) RMAM Job Aid for Managing State Reviewers Figure 4: User Information 19 items found; displaying 1 to IS. Page! | of 1 User Information * Organization / Program / Role Information * Verification Indexes 1 Jane Doe 1 * ffWWEfflFIER2) e sh ita.sh aheed £:cg ife de ral .com Organization CGI FEDERAL Program Service CEDRI Role Certifier: NA Current Electronic Score: Not Set Current Paper Score: Unur rinn ff 1 CCPkCDAI rn.nl Cram- Unfr C-.+ After selecting a username within the 'User Information' column, the user details page is displayed. The User Details page is comprised of three sections. A summary is provided below: • User Account Information: Edit the user's title, first name, and last name. • User Organization Information: Add a new organization or modify existing organization information. • Program Flows Information: Add the CEDRI program service to the user's profile. Add, edit or deactivate an existing CEDRI role. Add/Modify States for a State Reviewer 1. Select the 'CEDRI' link in the 'Program Service Code column for the State Reviewer's role (see Figure 5). Figure 5: CEDRI Program Service Code State Reviewer YA (1) N Active Q (Deactivate) 2. Enter the appropriate state code(s). If entering in multiple states, separate states by entering a comma (see Figure 6). 3. Select the'Save'button. Figure 6: Edit Program Service Edit Program Service Program Service Code: CEDRI ID Type: MultiSelect State : VA, NC. DC 1 l Save Close 5 ------- CD*r Compliance and Emissions Data Reporting Interface (CEDRI) RMAM Job Aid for Managing State Reviewers Add a State Reviewer Role to an Existing CDX Account 1. Select the 'Add Role' icon in the 'Add Role' column associated with one of the user's existing CEDRI roles (see Figure 7). Note that you can select the Add Role icon associated with any of the existing roles associated with the CEDRI program service. I Figure 7: Add Role Icon CEDRI State Reviewer VA (1) N Active (Deactivate) I 2. Select 'State Reviewer' from the 'Select a Role' dropdown. 3. Select the applicable state code(s) (see Figure 8). If selecting multiple states, click on each state by CTRL + clicking on the state(s). 4. Select the 'Add Selected Role' button. Figure 8: State Selection Organization Name: CDXTestOrg Program Service Code: CEDRI Select a Role: State Reviewer Enter your state code State * Alabama Alaska Alberta American Samoa Arizona Arkansas Eritish Columbia California Colorado Connecticut Delaware District of Columbia Florida Georgia t 1 Add Selected Role Back 1 6 ------- CD*r Compliance and Emissions Data Reporting Interface (CEDRI) RMAM Job Aid for Managing State Reviewers Deactivate a State Reviewer Account 1. Select the 'Deactivate' hyperlink in the 'Status' column for the State Reviewer's role. CEDRI State Reviewer VA (T) N Active o (Deactivate) Support If you have any general or technical questions related to CDX you may contact any of the following: • Telephone: Person-to-Person telephone support is available from the CDX Help Desk 8:00 am to 6:00 pm EST. Call our toll-free line at 888-890-1995 • Email: Send e-mail to Technical support at helpdesk@epacdx.net with "Technical Support" in the Subject Line 7 ------- |