CDX Chemical Safety and Pesticide
Programs (CSPP) Registration User
Guide
Environmental Protection Agency
Office of Pollution Prevention and Toxics
Delivery Order #GS00Q09BGD0022
Task Order # 47QFCA-18-F-0009
Project Title: EPA CDX
Version 3.02
March 6, 2020
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Table of Contents
Table of Contents i
List of Exhibits iii
Revision Log iii
1 Introduction 1
1.1 Purpose 1
1.2 Topics Covered 1
1.3 Application Support 2
2 System Requirements 3
2.1 Supported Browsers 3
2.2 Screen Resolution 3
3 CDX Main Navigation 4
3.1 Overview 4
3.2 CDX Homepage 4
4 CDX Core Registration 16
4.1 Terms and Conditions 16
4.2 Program Service 17
4.3 Role Access 23
4.4 User and Organization Information 34
4.5 Logging in to MyCDX for New Users 46
5 Additional Verification 49
5.1 Identity Verification Process 49
5.2 CDX Electronic Signature Agreement (ESA) 54
5.3 RMAM Approval 60
5.4 Registration Notifications 61
6 CSPP Application Specific User Role Guidance 63
6.1 Section 5 Notices and Supports User Role Guidance 63
6.2 Chemical Data Reporting (2012-2016) User Role Guidance 66
6.3 Chemical Data Reporting (2020) User Role Guidance 67
6.4 Section 8(a) Nanoscale Materials User Role Guidance 69
6.5 Section 8(b) - eNOA User Role Guidance 71
6.6 Section 8(e) Notice User Role Guidance 74
6.7 Title VI User Role Guidance 75
6.8 Section 12(b) Export Notification User Role Guidance 76
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6.9 Risk Evaluation Rule 78
6.10 For Your Information (FYI) 79
6.11 Section 4 80
6.12 Mercury Electronic Reporting (MER) 81
7 CDX Role Sponsorship Registration 83
7.1 Electronic Signature Agreement 83
7.2 Role Sponsorship 85
7.3 Role Sponsorship/Invitation 86
7.4 Registration Information 99
8 Multiple Authorized Official Functionality 104
8.1 Multiple AO Functionality 104
9 Managing User and Organization Information 105
9.1 Managing Organization Information 105
9.2 Managing Program Services 109
9.3 Organization Information 113
10 Logging in to CDX for Returning Users 117
10.1 Reset Password 118
11 MyCDX Overview 123
11.1 MyCDX 123
11.2 CDX Inbox 130
11.3 My Profile 131
11.4 Submission History 139
11.5 Frequently Asked Questions 142
Appendix A 146
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List of Exhibits
Exhibit 3-1 CDX Homepage Screen (Scroll 1) 5
Exhibit 3-2 CDX Homepage Screen (Scroll 2) 6
Exhibit 3-3 About CDX Screen (Scroll 1) 7
Exhibit 3-4 About CDX Screen (Scroll 2) 8
Exhibit 3-5 Recent Announcements Screen 9
Exhibit 3-6 Terms and Conditions Screen (Scroll 1) 10
Exhibit 3-7 Terms and Conditions Screen (Scroll 2) 11
Exhibit 3-8 Terms and Conditions Screen (Scroll 3) 12
Exhibit 3-9 Help Screen 13
Exhibit 3-10 Contact Us (Scroll 1) 14
Exhibit 3-11 Contact Us (Scroll 2) 15
Exhibit 4-1 CDX Terms and Conditions Screen 17
Exhibit 4-2 TSCA Rules Under CSPP Workflow Table 18
Exhibit 4-3 Program Service Screen (Scroll 1) 20
Exhibit 4-4 Program Service Screen (Scroll 2) 21
Exhibit 4-5 Program Service Screen (Scroll 3) 22
Exhibit 4-6 Program Service Screen (Filtered View) 22
Exhibit 4-7 Role Access Screen 24
Exhibit 4-8 Role Access Additional Information Screen 25
Exhibit 4-9 Add Facilities Screen 26
Exhibit 4-10 Find Existing Facility Screen 26
Exhibit 4-11 Facility Search Results Screen 27
Exhibit 4-12 Facility Search Results Screen (No Facilities Found) 28
Exhibit 4-13 Create Facility Screen (Scroll 1) 29
Exhibit 4-14 Create Facility Screen (Scroll 2) 30
Exhibit 4-15 Create Facility (Scroll 1) 31
Exhibit 4-16 Create Facility (Scroll 2) 32
Exhibit 4-17 Create Facility (Scroll 3) 33
Exhibit 4-18 Selected Facilities 34
Exhibit 4-19 User and Organization Screen 36
Exhibit 4-20 User and Organization Screen - Organization Information 38
Exhibit 4-21 User and Organization Screen - Search Results 39
Exhibit 4-22 User and Organization Screen - Advanced Search (Part 1) 40
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Exhibit 4-23 User and Organization Screen - Advanced Search (Part 2) 41
Exhibit 4-24 User and Organization Screen - Advanced Search (Part 3) 42
Exhibit 4-25 User and Organization Screen - Submit Request for Access 44
Exhibit 4-26 Confirmation Screen 45
Exhibit 4-27 Confirmation Email 46
Exhibit 4-28 CDX Login Screen 47
Exhibit 4-29 Resend Verification Email Screen 48
Exhibit 4-30 Validation Code Not Found Screen 48
Exhibit 5-1 CDX Registration: Additional Verification Screen 50
Exhibit 5-2 LexisNexis Data Collection Pop-Up Window 52
Exhibit 5-3 LexisNexis Results Screen 53
Exhibit 5-4 LexisNexis Continuing Without Verification Screen 53
Exhibit 5-5 Electronic Signature Agreement Screen 54
Exhibit 5-6 eSIG-PIN Entry CROMERR 20-5-1 Question/Answer Screen 56
Exhibit 5-7 Electronic CDX ESA Screen 57
Exhibit 5-8 CROMERR eSignature Widget (Screen 1) 58
Exhibit 5-9 CROMERR eSignature Widget (Screen 2) 59
Exhibit 5-10 Paper CDX ESA Pop-Up Window 60
Exhibit 5-11 CDX Registration - Role Activation Email 61
Exhibit 5-12 CDX Registration - Role Status Change Email 62
Exhibit 6-1 Section 5 Notices and Supports User Role Matrix 65
Exhibit 6-2 CDR 2012-2016 User Roles Matrix 67
Exhibit 6-3 CDR 2020 User Role Matrix 69
Exhibit 6-4 Section 8(a) Nanoscale Materials User Role Matrix 71
Exhibit 6-5 Section 8(b) - eNOA User Role Matrix 74
Exhibit 6-6 Section 8(e) User Role Matrix 75
Exhibit 6-7 TSCA Title VI User Role Matrix 76
Exhibit 6-8 Section 12(b) User Role Matrix 78
Exhibit 6-9 Risk Evaluation Rule User Role Matrix 79
Exhibit 6-10 FYI User Role Matrix 80
Exhibit 6-11 Section 4 User Role Matrix 81
Exhibit 6-12 Mercury Electronic Reporting User Role Matrix 82
Exhibit 7-1 Electronic Signature Agreement Screen 84
Exhibit 7-2 MyCDX Screen 85
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Exhibit 7-3 Role Sponsorship Screen 86
Exhibit 7-4 Role Sponsorship/Invitation Screen 87
Exhibit 7-5 Role Sponsorship Review Screen 88
Exhibit 7-6 Email Confirmation Pop-Up Window 89
Exhibit 7-7 CDX Role Sponsorship Request Email 90
Exhibit 7-8 Sponsorship Information - Log-In Screen 91
Exhibit 7-9 Sponsorship Information Screen 92
Exhibit 7-10 Account Registration Screen (Scroll 1) 93
Exhibit 7-11 Account Registration Screen (Scroll 2) 94
Exhibit 7-12 CDX Role Sponsorship Request Email 95
Exhibit 7-13 Role Sponsorship Login Screen 96
Exhibit 7-14 Role Sponsorship Review Screen 97
Exhibit 7-15 Account Registration Screen (Scroll 1) 98
Exhibit 7-16 Account Registration Screen (Scroll 2) 99
Exhibit 7-17 Registration Information Screen (Scroll 1) 101
Exhibit 7-18 Registration Information Screen (Scroll 2) 102
Exhibit 7-19 Organization Information Screen 103
Exhibit 9-1 My Profile Screen 106
Exhibit 9-2 Modify User/Organization Information Screen (Scroll 1) 107
Exhibit 9-3 Modify User/Organization Information Screen (Scroll 2) 108
Exhibit 9-4 Modify User/Organization Information Screen (Scroll 3) 109
Exhibit 9-5 MyCDX Screen 111
Exhibit 9-6 Manage Program Services Screen 111
Exhibit 9-7 Program Service Screen (Scroll 1) 112
Exhibit 9-8 Role Access Screen 113
Exhibit 9-9 Organization Information Screen 114
Exhibit 9-10 Electronic Signature Agreement Screen 115
Exhibit 9-11 Application Profile Settings Screen 116
Exhibit 10-1 CDX Homepage Screen (Scroll 1) 117
Exhibit 10-2 CDX Homepage Screen (Scroll 2) 118
Exhibit 10-3 Login Screen/Forgot Password Link 119
Exhibit 10-4 Password Reset Screen (Part 1) 120
Exhibit 10-5 Password Reset Screen (Part 2) 120
Exhibit 10-6 Password Reset Screen (Part 3) 121
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Exhibit 10-7 Password Reset Instructions Email 121
Exhibit 10-8 Change System Password Screen 122
Exhibit 11-1 MyCDX Homepage Screen 123
Exhibit 11-2 Manage Program Services Screen 125
Exhibit 11-3 Deactivation Confirmation Pop-up Window 126
Exhibit 11-4 Request a New Role Screen 127
Exhibit 11-5 Program Service Screen 128
Exhibit 11-6 Role Access Screen 129
Exhibit 11-7 Organization Information Screen 130
Exhibit 11-8 CDX Inbox Screen 131
Exhibit 11-9 My Profile Screen 132
Exhibit 11-10 My Profile - Edit User Information Screen 134
Exhibit 11-11 User Account Deactivation Screen 135
Exhibit 11-12 My Profile - Organization Details Screen 136
Exhibit 11-13 My Profile - Organization Details Screen (Edit Organization) 137
Exhibit 11-14 My Profile - Organization Details Screen (Set Primary Organization) 138
Exhibit 11-15 My Profile - Add an Organization Screen 139
Exhibit 11-16 Submission History Screen 140
Exhibit 11-17 Submission Details Screen (Scroll 1) 141
Exhibit 11-18 Submission Details Screen (Scroll 2) 142
Exhibit 11-19 Frequently Asked Questions Screen 143
Exhibit 11-20 FAQ Expanded Program Service Screen 144
Exhibit 11-21 CROMERR 20-5-1 Question Reset Alert Screen 145
Exhibit 11-22 CROMERR 20-5-1 Authorization Code Entry Screen 145
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Revision Log
Date
Version
No.
Description
Author
Reviewer
Review
Date
09/27/13
0.01
Initial Draft CDX CSPP User Guide
C. Yeh
M. Seavey
J. Ritchey
S. Dose
09/27/13
11/08/13
1.0
Final CDX CSPP User Guide
C. Yeh
S. Dose
11/08/13
11/20/13
2.0
Delivery of TDD 9.21 OPPT MTS CDX
CSPP Registration User Guide-
Published Version
C. Yeh
S. Dose
11/20/13
03/27/15
2.01
Delivery of Revised TDD 9.21 OPPT
CIS CDX CSPP Registration User
Guide
J. Bronick
C. Yeh
03/27/15
04/03/15
3.0
Delivery of TDD 9.21 OPPT CIS CDX
CSPP Registration User Guide-
Published Version
J. Bronick
M. Seavey
04/03/15
08/02/17
3.01
Delivery of Revised TDD 9.21 OPPT
CIS CDX CSPP Registration User
Guide
J. Martin
C. Yeh
M. Seavey
07/28/17
03/06/20
3.02
Delivery of Revised CDX 00007_OPPT
CIS CSPP Registration User Guide
C. Yeh
C. Falaiye
03/04/20
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1 Introduction
The Central Data Exchange (CDX) is a web-based system used for various electronic
environmental data submissions to the United States Environmental Protection Agency (EPA).
CDX allows users submitting data to EPA to register for specific programs of interest. CDX also
allows offices within EPA to use a common framework where a user can access different data
flows to satisfy reporting requirements across multiple program offices. More information about
CDX is available at https://cdx.epa.gov/.
1.1 Purpose
The purpose of this document is to walk through the registration and user profile management
processes in CDX for the Chemical Safety and Pesticide Programs (CSPP) program service,
which enables users to make submissions for Toxic Substances Control Act (TSCA) programs.
This document assists new users with registering with CDX and the CSPP program service as
well as reacquaint existing users with new system processes and registering for specific CSPP
roles.
1.2 Topics Covered
This document covers the CDX registration process for the CSPP program service. The sections
are described below:
• Section 2 lists the system requirements. This section describes what a user needs to access
and interact with CDX.
• Section 3 outlines main CDX navigation. This section guides the user through the CDX
screens that do not require a user account.
• Section 4 describes the CDX core registration process. This section introduces a user to the
CDX registration process.
• Section 5 describes additional verification processes that users may have to go through after
registration. This section applies to users registering for flows that require additional identity
verification. Additionally, this section will walk a user through the different verification
processes that he/she could face based on the program service he/she selects.
• Section 6 provides guidance regarding selecting and registering for the appropriate user
role(s) for the CSPP data flow applications including:
- Section 5 Notices and Supports
- Chemical Data Reporting (CDR) 2012-2016
- CDR 2020
- Section 8(a) Nanoscale Materials
- Section 8(b) - eNOA
- Section 8(e) Notice
- Title VI
- Section 12(b) Export Notification
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- Risk Evaluation Rule
- For Your Information (FYI)
- Section 4, and
- Mercury Electronic Reporting (MER)
• Section 7 describes the role sponsorship module and the process of registering for additional
agent/consultant roles as it applies to the Section 5 Notices and Supports, Section 8(a)
Nanoscale Materials, Section 8(b) - eNOA, Section 12(b) Export Notification, Risk
Evaluation Rule, Mercury Electronic Reporting, and CDR 2020.
• Section 8 describes the multiple Authorized Official (AO) functionality. This section guides
the user through how to utilize this functionality.
• Section 9 describes the process of managing user and organization information and adding
program services after a user has completed the initial registration process.
• Section 10 describes the log in process for returning users. This section will identify what a
return user should expect after their initial log in.
• Section 11 gives a MyCDX overview. This section will review existing and new functions of
the system and walk a user through navigating the new system.
1.3 Application Support
Help can be accessed by using the following options:
• By Telephone:
Person-to-person telephone support is available from 8:00 am to 6:00 pm eastern standard
time/eastern daylight time (EST/EDT). Call the CDX Help Desk's toll-free line at 888-890-
1995 or 970-494-5500 for callers from Puerto Rico and Guam.
• By Email:
Send an email to Technical Support at helpdesk@epacdx.net with "Technical Support" in the
'Subject' line.
• By Chat:
Click the 'Chat with the CDX Help Desk' link on the 'Contact Us' page to generate a web
form to enter information regarding your help request.
• By Contact Form:
Enter information in the text fields under the 'Contact Form' section of the 'Contact Us'
page.
• By Website:
Users can contact the CDX team from the 'Contact Us' screen at https://cdx.epa.gov/Contact
and read the help section at https://cdx.epa.gov/Help.
A 'Frequently Asked Questions' (FAQ) section is also available.
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2 System Requirements
To use CDX, the following are required:
• An e-mail account
• JavaScript enabled web browser
• Internet access
• Adobe Acrobat Reader 11 or higher
2.1 Supported Browsers
• Vendor supported versions of Internet Explorer (IE) or Edge
- Go to the following link to download:
https://support.microsoft.com/en-us/help/17621/internet-explorer-downloads
• Vendor supported versions of Mozilla Firefox
- Go to the following link to download:
https://www.mozilla.org/en-US/firefox/new/
• Vendor supported versions of Safari
- Go to the following link to download:
http s: // support. appl e. com/downl pads/
• Vendor supported versions of Google Chrome
- Go to the following link to download:
http://www.google.com/chrome
2.2 Screen Resolution
Screen resolution should be set to 1024 x 768 or greater.
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3 CDX Main Navigation
The following section provides an overview of the pages that are accessible upon first navigating
to the CDX Homepage before beginning the registration process.
3.1 Overview
CDX is an application used by EPA program offices and various stakeholders to manage
environmental data transmitted to EPA to meet reporting requirements. As part of the CDX
system, the user registration component is used to facilitate user access to a program service.
Within the user registration component, program offices have the ability to define the roles and
information required by new users to complete the registration process. Based on the program
service and role combinations, each program has different information that a user must provide.
CDX captures the requirements for each program service and role and prompts the user for only
the information required. Some require identity proofing and/or additional information
processing. The following sections walk through how a user registers for the CSPP program
service.
3.2 CDX Homepage
The CDX homepage is the landing screen from which you have the ability to access and interact
with CDX. The CDX home screen can be accessed by the following link: https://cdx.epa.gov.
and provides the user with the following features:
• Log In: If you already have a CDX account, you may log into the system by entering your
user identification (ID) and password information and clicking the 'Log In' button located on
the right-hand side of the screen.
• Registration: If you do not have a CDX account, click the 'Register with CDX' button to
begin the registration process outlined later in this section.
• Welcome Announcement: This text area provides welcome text that is visible to all users
who visit CDX.
• Important Alerts: The alerts in the 'Notices' box that appear below the 'Welcome
Announcement' provide you with system or program-specific information. The 'Notices' box
will only appear if there are any alerts regarding CDX.
• Warning Notice and Privacy Policy: The 'Warning Notice and Privacy Policy' statements
are displayed on the CDX homepage providing you with a list of the terms of use for the
CDX system, whether you decide to log into, or register with, the system.
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Exhibit 3-1 shows a screen capture of the 'CDX Homepage' screen (Scroll 1):
Exhibit 3-1 CDX Homepage Screen (Scroll 1)
A EPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help
CDX- Central Data Exchange
i Contact Us
Log In Register with CDX
Forgot your Password/
Forgot your User ID?
Warning Notice and Privacy Policy
Welcome
Welcome to the Environmental Protection Agency (EPA) Central Data Exchange (CDX) - the Agency's electronic reporting site. The
Central Data Exchange concept has been defined as a central point which supplements EPA reporting systems by performing new
and existing functions for receiving legally acceptable data in various formats, including consolidated and integrated data.
Warning Notice and Privacy Policy
Warning Notice
In proceeding and accessing U.S. Government information and information systems, you acknowledge that you folly understand and consent to all
of the following:
1. you are accessing U.S. Government information and information systems that are provided for official U.S. Government purposes only;
2. unauthorized access to or unauthorized use of U.S. Government information or information systems is subject to criminal, civil, administrative,
or other lawful action;
3. the term U.S. Government information system includes systems operated on behalf of the U.S. Government;
4. you have no reasonable expectation of privacy regarding any communications or information used, transmitted, or stored on U.S. Government
information systems;
5. at any time, the U.S. Government may for any lawful government purpose, without notice, monitor, intercept, search, and seize any authorized
or unauthorized communication to or from U.S. Government information systems or information used or stored on U.S. Government
information systems;
6. at any time, the U.S. Government may for any lawful government purpose, search and seize any authorized or unauthorized device, to include
non-U.S. Government owned devices, that stores U.S. Government information;
7. any communications or information used, transmitted, or stored on U.S. Government information systems may be used or disclosed for any
lawful government purpose, including but not limited to, administrative purposes, penetration testing, communication security monitoring,
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Exhibit 3-2 shows a screen capture of the 'CDX Homepage' screen (Scroll 2):
Exhibit 3-2 CDX Homepage Screen (Scroll 2)
Welcome
Welcome to the Environmental Protection Agency (EPA) Central Data Exchange (CDX) - the Agency's electronic reporting site. The
Central Data Exchange concept has been defined as a central point which supplements EPA reporting systems by performing new
and existing functions for receiving legally acceptable data in various formats, including consolidated and integrated data.
Warning Notice and Privacy Policy
Warning Notice
In proceeding and accessing U.S. Government information and information systems, you acknowledge that you fully understand and consent to all
of the following:
1. you are accessing U.S. Government information and information systems that are provided for official U.S. Government purposes only;
2. unauthorized access to or unauthorized use of U.S. Government information or information systems is subject to criminal, civil, administrative,
or other lawful action;
3. the term U.S. Government information system includes systems operated on behalf of the U.S. Government;
4. you have no reasonable expectation of privacy regarding any communications or information used, transmitted, or stored on U.S. Government
information systems;
5. at any time, the U.S. Government may for any lawful government purpose, without notice, monitor, intercept, search, and seize any authorized
or unauthorized communication to or from U.S. Government information systems or information used or stored on U.S. Government
information systems;
6. at any time, the U.S. Government may for any lawful government purpose, search and seize any authorized or unauthorized device, to include
non-U.S. Government owned devices, that stores U.S. Government information;
7. any communications or information used, transmitted, or stored on U.S. Government information systems may be used or disclosed for any
lawful government purpose, including but not limited to, administrative purposes, penetration testing, communication security monitoring,
personnel misconduct measures, law enforcement, and counterintelligence inguiries; and
8. you may not process or store classified national security information on this computer system.
Privacy Statement
EPA will use the personal identifying information which you provide for the expressed purpose of registration to the Central Data Exchange site
and for updating and correcting information in internal EPA databases as necessary. The Agency will not make this information available for other
purposes unless required by law. EPA does not sell or otherwise transfer personal information to an outside third party. fFederal Register: March
18. 2002 (Volume 67. Number 52VirPaae 12010-120131.
3.2.1 About CDX
From the CDX homepage, you can access the 'About CDX' screen from the tab labeled 'About'
at the top of the screen. The 'About CDX' screen provides general information about CDX
system requirements and procedures that site users should be aware of concerning regulation,
user information, and system information. Tabs are available across the top part of the CDX
homepage for a user to read information regarding specific CDX topics. Additional information
is provided in the 'FAQ' section. Please see Section 11.5 for more information on the 'FAQ'
screen.
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Exhibit 3-3 shows a screen capture of the 'About CDX' screen (Scroll 1):
Exhibit 3-3 About CDX Screen (Scroll 1)
A EPA
United States Environmental Protection Agency
Recent Announcements
Log In Register with CDX
Forgot your Password?
Forgot your User ID?
Warning Notice and Privacy Policy
Contact Us
CDX- Central Data Exchange
About CDX
Regulation
User Information
System Information
The CDX registration site supports the requirements and procedures set forth under the EPA's proposed Cross-Media
Electronic Reporting Regulation. The following language about registering for Central Data Exchange comes from Part D (i.e.
"Submitter registration process") of the Section 3.2000 (i.e. "What are the criteria for acceptable electronic document
receiving systems?"):
An acceptable electronic document receiving system must require that anyone who submits an electronic document to the
system first register with the agency to which the document is to be submitted. The registration process must establish the
identities of both the registrant, who is the prospective submitter, and any entity that the registrant is authorized to represent,
and must establish that the registrant is authorized to submit the document in question for the entity being represented. In
addition, where the documents to be received will require signature, the registration process must:
(1) Establish the registrant's identity, and the registrant's relation to any entity for which the registrant will submit
electronic documents, with evidence that can be verified by information sources that are independent of the registrant and
the entity or entities in question and that would be sufficient to identify the registrant as the signature holder for purposes
of supporting litigation consistent with paragraph (b) of this section;
(2) Establish and document a unique correlation between the registrant and the code or device that will constitute or
create the electronic signature of the registrant as a submitter;
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Exhibit 3-4 shows a screen capture of the 'About CDX' screen (Scroll 2):
Exhibit 3-4 About CDX Screen (Scroll 2)
(2) Establish and document a unique correlation between the registrant and the code or device that will constitute or
create the electronic signature of the registrant as a submitter;
(3) Require that the registrant sign on paper, or in such other manner or medium as the Administrator in his or her
discretion may determine as appropriate for a category of electronic reports, an electronic signature agreement specifying
at a minimum that the registrant agrees to:
(i) Protect the electronic signature from unauthorized use, and follow any procedures specified by the agency for this
purpose;
(ii) Be held as legally bound, obligated, or responsible by use of the assigned electronic signature as by hand-written
signature;
(iii) Where the signature method is based on a secret code or key, maintain the confidentiality of each component of
the electronic signature;
(iv) In any case, never to delegate the use of the electronic signature, or in any other way intentionally provide access
to its use, to any other individual for any reason; and
(v) Report to the entity specified in the electronic signature agreement, within twenty-four hours of discovery, any
evidence of the loss, theft, or other compromise of any component of an electronic signature;
(4) Provide for the automatic and immediate revocation of an electronic signature in the event of:
(i) Any actual or apparent violation of the electronic signature agreement;
(ii) Any evidence that the signature has been compromised, whether or not this is reported by the registrant to whom
the signature was issued; or
(iii) Notification from an entity that the registrant is no longer authorized by the entity to submit electronic documents
on its behalf;
(5) Require that the registrant renew his or her electronic signature agreement at least once every two years, or upon
request by EPA, with a renewal agreement that:
(i) Complies with the provisions listed in paragraph (d)(3) of this section; and
(ii) Includes the registrant's certification that he or she has complied with provisions listed in paragraph (d)(3) of this
section since issuance of the signature, and that all reports submitted under the signature since the electronic signature
agreement was last signed were reviewed and submitted by the registrant;
(6) Provide for a registrant who is surrendering his or her electronic signature to certify that he or she has complied with
provisions listed in paragraph (d)(3) of this section since issuance of the signature and that all reports submitted under the
signature since the electronic signature agreement was last signed were reviewed and submitted by the registrant.
3.2.2 Recent Announcements
From the CDX homepage, you can access the 'Recent Announcements' screen from the tab
labeled 'Recent Announcements' at the top of the screen. This page provides an extended list of
announcements, both current and archived. The most recent announcements are displayed as
important alerts on the homepage. If an alert on the homepage is too long, it will display in a
teaser format with a hyperlink to view more details. Upon clicking the hyperlink on the
homepage, the user will be directed to the 'Recent Announcements' screen to view the
announcement in its entirety. An 'Older announcements' link displays at the bottom of a set of
announcements to display announcements from the past six months.
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Exhibit 3-5 shows a screen capture of the 'Recent Announcements' screen:
Exhibit 3-5 Recent Announcements Screen
A EPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help
CDXr Central Data Exchange
Log in to CDX
Log In Register with CDX
Forgot your Password?
Forgot your User ID?
Warning Notice and Privacy Policy
Recent Announcements
Tuesday, January 27, 2015:
Announcements for: 9/6/2014 - 3/6/201 5
Sunday, February 8, 2015 - 8:00 PM to 12:00 AM ET - Server Maintenance: CDX and the Exchange Network may experience intermittent outages
due to server maintenance,
Friday, November 14, 2014:
Saturday, November 22, 2014 - 6:00 AM to 12:00 PM ET - Database Upgrades: CDX Web and the Exchange Network may experience intermittent
outages due to database maintenance.
Tuesday, September 30, 2014:
Friday, October 3, 2014 - 9:00 PM ETto Saturday, October 4, 2014 - 12:00 PM ET - Database Maintenance: The FRS dataflows and registration
for CEDRI and CSPP will be intermittently unavailable due to database maintenance,
Monday, September 15, 2014:
Monday, September 15, 2014 - 3:00 PM to Tuesday, September 16, 2014 - 8:00 AM ET - CDX Web and the Exchange Network may experience
intermittent outages due to system patching.
Older announcements
3.2.3 Terms arid Conditions
From the CDX homepage, you can access the 'Terms and Conditions' screen from the tab
labeled 'Term s and Conditions' at the top of the screen. This page provides the terms and
conditions for use of CDX. This includes EPA's privacy statement, warning notice, and user
credential notices. Any user who registers for or has a CDX account is legally bound by these
conditions.
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Exhibit 3-6 shows a screen capture of the 'Terms and Conditions' screen (Scroll 1):
Exhibit 3-6 Terms and Conditions Screen (Scroll 1)
cvFPA
LmI m * United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions
Help
CDXr Central Data Exchange
S Contact Us
Log in to CDX
User ID
Terms and Conditions
The access and use of CDX Registration for the electronic submittal of environmental information require the creation of a user ID
and password that I must maintain and keep confidential. I will review the following steps concerning the creation and
maintenance of a user ID and password.
Warning Notice
In proceeding and accessing U.S. Government information and information systems, you acknowledge that you fully understand
and consent to all of the following:
1. you are accessing U.S. Government information and information systems that are provided for official U.S. Government
purposes only;
2. unauthorized access to or unauthorized use of U.S. Government information or information systems is subject to criminal, civil,
administrative, or other lawful action;
3. the term U.S. Government information system includes systems operated on behalf of tine U.S. Government;
4. you have no reasonable expectation of privacy regarding any communications or information used, transmitted, or stored on
U.S. Government information systems;
5. at any time, the U.S. Government may for any lawful government purpose, without notice, monitor, intercept, search, and seize
any authorized or unauthorized communication to or from U.S. Government information systems or information used or stored
on U.S. Government information systems;
6. at any time, the U.S. Government may for any lawful government purpose, search and seize any authorized or unauthorized
device, to include non-U.S. Government owned devices, that stores U.S. Government information;
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Exhibit 3-7 shows a screen capture of the 'Terms and Conditions' screen (Scroll 2):
Exhibit 3-7 Terms and Conditions Screen (Scroll 2)
5. at any time, the U.S. Government may for any lawful government purpose, without notice, monitor, intercept, search, and seize
any authorized or unauthorized communication to or from U.S. Government information systems or information used or stored
on U.S. Government information systems;
6. at any time, the U.S. Government may for any lawful government purpose, search and seize any authorized or unauthorized
device, to include non-U.S. Government owned devices, that stores U.S. Government information;
7. any communications or information used, transmitted, or stored on U.S. Government information systems may be used or
disclosed for any lawful government purpose, including but not limited to, administrative purposes, penetration testing,
communication security monitoring, personnel misconduct measures, law enforcement, and counterintelligence inquiries; and
8. you may not process or store classified national security information on this computer system.
Privacy Statement
EPA will use the personal identifying information which you provide for the expressed purpose of registration to the Central Data
Exchange site and for updating and correcting information in internal EPA databases as necessary. The Agency will not make this
information available for other purposes unless required by law. EPA does not sell or otherwise transfer personal information to an
outside third party. fFederal Register: March 18. 2002 (Volume 67. Number 521irPaoe 12010-120131.
Choosing a CDX Password
For CDX registration purposes, I agree to select a password which will not be easily guessed (e.g., my name, my children's names,
birthdays, etc.). Passwords must be a minimum of 8 alpha-numeric characters (no spaces or special characters) and contain at
least 1 of each of the following:
• uppercase character
• lowercase character
• number
Passwords may not begin with a number nor contain the word "password" nor contain your User Name.
Protecting my CDX Password
I agree to protect my CDX password.
I will not divulge my password to any other individual; I will not store it in an unprotected location; and I will not allow it
to be written into computer scripts to achieve automated login.
Limited CDX Software Distribution
Any distribution of software provided by the Environmental Protection Agency's Central Data Exchange shall be handled according
to any defined license practices.
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Exhibit 3-8 shows a screen capture of the 'Terms and Conditions' screen (Scroll 3):
Exhibit 3-8 Terms and Conditions Screen (Scroll 3)
Protecting my CDX Password
I agree to protect my CDX password.
I will not divulge my password to any other individual; I will not store it in an unprotected location; and I will not allow it
to be written into computer scripts to achieve automated login.
Limited CDX Software Distribution
Any distribution of software provided by the Environmental Protection Agency's Central Data Exchange shall be handled according
to any defined license practices.
CDX provides tools which contains FlPS-validated RSA BSAFE Crypto-J which is classified under Export Commodity Classification
Number (ECCN) 5D002 "Encryption Sofware" referenced under CCATS G059799. This product is eligible for license exception ENC
under Sections 740.17 (A) and (B) (2) of the Export Administration Regulations (EAR). The exportation of this item classified by
the Bureau of Industry and Security (BIS) as 5D002 "Unrestricted" to foreign subsidiaries of US companies is permitted under this
license exception ("ENC "Encryption"). This license exception does not apply to the embargoed nations of Cuba, Iran, North Korea,
Sudan and Syria or any parties found on the various government denial lists including the Department of Commerce Denied Parties
List. For additional information and guidance regarding your use of this product, please refer to the United States' standard
regulations for encryption at http: //ww w. ac cess. a do. go v/b is/ear/pdf/740. pdf
Actions to take if my CDX Account has been Compromised
If I have determined that my CDX account has become compromised, I agree to contact the CDX Technical Support staff at 888-
890-1995 or (970) 494-5500 for International callers as soon as possible.
Terminating my CDX Account
I agree to notify CDX within ten working days if my duties change and I no longer need to interact with the CDX on behalf of my
organization. I agree to make this notification via either the CDX web interface or by notifying the CDX Technical Support staff at
888-890-1995 or (970) 494-5500 for International callers. This notification will allow CDX to deactivate my account and protect it
from potential abuse by others.
3.2.4 Help
This page provides multiple options for users to contact the CDX help desk. Users can contact
the help desk by phone, email or chat. The contact information is for both domestic and
international end users (see Exhibit 3-9). Users also have the ability to send a message to EPA
help desk via the contact form. You may access the contact form by clicking the 'Contact Us'
link above the login section (see Exhibit 3-10 and Exhibit 3-11).
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Exhibit 3-9 shows a screen capture of the 'Help' screen:
Exhibit 3-9 Help Screen
oEPA
United States Environmental Protection Agency
Forgot your Password?
Forgot your User ID?
Warning Notice and Privacy Policy
Contact Us
CDX- Central Data Exchange
Contact Us
Click here to view current status for all Program Services,
For Web Submission Support, two support options are available:
By Telephone:
Person-to-person telephone support is available from 8:00 am to 6:00 pm (EST/EDT). Call our toll-free line at 888-890-1995 or
(970) 494-5500 for International callers.
By E-mail:
Send e-mail to Technical Support at helDdesktaeoacdx.net
We also have lists of Frequently Asked Questions that you might find helpful
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Exhibit 3-10 shows a screen capture of the 'Contact Us' screen (Scroll 1):
Exhibit 3-10 Contact Us (Scroll 1)
United States Environmental Protection Agency
Register with CDX
Forgot your Password?
Forgot your User ID"?
Warning Notice and Privacy Policy
Contact Us
CD*r Central Data Exchange
Contact Us
Click here to view current status for all Program Services.
By Telephone:
Person-to-person telephone support is available from 8:00 am to 6:00 pm (EST/EDT). Call our toll-free line at 888-890-1995. (970)
494-5500 for International callers.
By E-mail:
Send e-mail to Technical Support at helodesk(3)epacdx. net.
By Chat:
Chat with the CDX Help Desk to answer your questions.
Contact Form
EPA welcomes your comments, especially comments on how we can improve our Web site. We str ive to respond to every
comment with an answer or an appropriate referral as quickly as possible. Most comments will be responded to within 2-3
business days.
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Exhibit 3-11 shows a screen capture of the 'Contact Us' screen (Scroll 2):
Exhibit 3-11 Contact Us (Scroll 2)
Send e-mail to Technical Support at helpdesk(a)epacdx.net.
By Chat:
Chat with the CDX Help Desk to answer your questions. [i«"l
Contact Form
EPA welcomes your comments, especially comments on how we can improve our Web site. We strive to respond to every
comment with an answer or an appropriate referral as quickly as possible. Most comments will be responded to within 2-3
business days.
Please help us answer your request by including a correct e-mail address. We have answered thousands of requests, but we
receive many messages that we can't respond to because of incorrect email addresses. Also, if you are referring to a specific page
within the EPA CDX web site, please include a URL or title for the page. If your browser doesn't support forms, you can e-mail your
comment to us at helpdesk(S)eoacdx.net.
Name *
Organization
Email *
Comments *
Submit Comment
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4 CDX Core Registration
To begin the registration process, click the 'Register with CDX' button that displays in the CDX
header on the main CDX navigation screens as listed in Section 3.
4.1 Terms and Conditions
After clicking the 'Register with CDX' button, the CDX 'Terms and Conditions' screen (see
Exhibit 4-1) displays the following terms and conditions:
• Acceptance of warning and privacy policies
• Choosing a complex password
• Protecting your password
• Notifying CDX of possible misuse of account
• Limiting distribution of CDX software
• Agreement to notify CDX of changes in duties
You can accept the terms and conditions by checking the 'I am this registrant. I will not share my
account, and I accept the terms and conditions, above' checkbox and clicking the 'Proceed'
button. You can also stop registration by clicking 'Cancel.' If you do not agree to the terms and
conditions, you will not be able to continue with the registration process.
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Exhibit 4-1 shows a screen capture of the CDX 'Terms and Conditions' screen:
Exhibit 4-1 CDX Terms and Conditions Screen
x=,EPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help
CDX; Terms and Conditions
I Contact Us
The access and use of CDX Registration for the electronic submittal of environmental information require the creation of a user
ID and password that I must maintain and keep confidential. I will review the following steps concerning the creation and
maintenance of a user ID and password.
Warning Notice
In proceeding and accessing U.S. Government information and information systems, you acknowledge that you fully
understand and consent to all of the following:
1. you are accessing U.S. Government information and information systems that are provided for official U.S. Government
purposes only;
2. unauthorized access to or unauthorized use of U.S. Government information or information systems is subject to criminal,
civil, administrative, or other lawful action;
3. the term U.S. Government information system includes systems operated on behalf of the U.S. Government;
A veotl oy.rwcfc'aMfvrj. nrhisar rnnarflin'l aow rommi iniz-afinnr or infrirrtTaHArt i ir/vl fr'anrmiH'nH or ftofWiH
i
- I am this registrant. I will not share my account, and I accept the terms and conditions, above.
KffRfffl Cancel
EPA Home Privacy and Security Notice Accessibility
CDX Help Desk: 8S8-89D-1995 | (970) 494-5500 for International callers
About CDX | Frequently Asked Questions | Terms and Conditions | Contact Us
4.2 Program Service
The 'Program Service' screen is the first step in the registration process and is indicated in the
breadcrumb bar at the top of the page.
The 'Program Service' screen displays a list of available program services from which you can
choose (see Exhibit 4-3, Exhibit 4-4, and Exhibit 4-5). You may filter the open program service
list by typing the program service name or other related program metadata in the text bar (see
Exhibit 4-6). You can select a program by clicking the program name (e.g. 'CSPP: Submissions
for Chemical Safety and Pesticide Programs'). The selection on this page will determine the
information you must enter on subsequent pages.
The search component provides an enhanced search capability that instantly displays search
results as search criteria and keywords are entered by the user. For example, typing the word
'chemical safety' or typing the TSCA Section 5 Notices and Supports form type into the search
field will display 'Submissions for Chemical Safety and Pesticide Programs' in the search
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results. The system will take you to the 'Role Access' screen once you select the program
service.
Exhibit 4-2 shows a list of applications that are currently available under CSPP:
Exhibit 4-2 TSCA Rules Under CSPP Workflow Table
TSCA Rule
Submission
Form Type
Availability
of Application
TSCA Section 5 Notices
and Supports
Premanufacture Notice
(PMN)
PMN
Available
Significant New Use Notice
(SNUN)
Test Marketing Exemption
Application (TMEA)
Low Volume Exemption (LVE)
Low Release/Low Exposure
Exemption (LOREX)
LVE Mod
LOREX Mod
Biotechnology
Microbial Commercial Activity
Notice (MCAN)
TSCA Experimental Release
Application (TERA)
Tier I Exemption
Tier II Exemption
Biotechnology Test Market
Exemption (TME)
Support
Amendment
Suspension Request
Test Data
Transfer of Ownership
Withdrawal Request
Other Correspondence
Bona Fide
N/A
Notice of Commencement
(NOC)
N/A
Alternative Control
Measures (ACM)
N/A
TSCA Section 8(e)
Notice
Section 8(e) Notice
N/A
Available
TSCA Section 4
Section 4
N/A
Available
TSCA FYI
For Your Information
(FYI)
N/A
Available
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TSCACDR (2012-2016)
Chemical Data Reporting
(CDR)
CDR Form U & Joint
Submission
Available
TSCA Title VI
Title VI
Applications and Notifications
Annual Reports
Available
TSCA Section 8(b) -
eNOA
Section 8(b) - eNOA
Notice of Activity - A (NAA)
Notice of Activity - B (NAB)
Available
TSCA Section 8(a)
Nanoscale Materials
Section 8(a) Nanoscale
Materials
Section 8(a) Notice
Section 8(a) Support
Available
TSCA Risk Evaluation
Risk Evaluation
Risk Evaluation
September 11, 2017
TSCA Section 12(b)
Section 12(b)
Section 12(b) Export
Notification
To Be Determined
(TBD)
TSCA Mercury
Electronic Reporting
Mercury Electronic
Reporting - MER
Mercury Electronic Reporting
Available
TSCA CDR 2020
Chemical Data Reporting
(CDR)
CDR Form & Joint Submission
May 2020
June 2020
(Submission
Available)
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Exhibit 4-3 shows a screen capture of the 'Program Service' screen (Scroll 1):
Exhibit 4-3 Program Service Screen (Scroll 1)
vvEPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help
CDX? Core CDX Registration
i Contact Us
3. User and Organization
Begin typing a program service name or related keywords to filter the list of available services (e.g., air quality system, AQS, or
Clean Air Act).
Active Program Services List
Enter search criteria
ACRES: Assessment Cleanup and Redevelopment Exchange System
ARCS: Aircraft Reporting and Compliance System
CDRS: Consent Decree Reporting System
CEDRI: Compliance and Emissions Data Reporting Interface
CROMERRS: CROss-Media Electronic Reporting Rule Services
CSPP: Submissions for Chemical Safety and Pesticide Programs
eDisclosure: Voluntary Disclosure System
EEP: General E-Enterprise Use
e NEPA: NEPA Electronic Filing System
eNOI: Electronic Notice of Intent for the PGP, 2012 CGP, and LEW
eSIPS: electronic State Implementation Plan Submission
FOND: Fuel Oil Non-Availability Disclosure
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Exhibit 4-4 shows a screen capture of the 'Program Service' screen (Scroll 2):
Exhibit 4-4 Program Service Screen (Scroll 2)
FORS: FARR Online Reporting System
GLENDA: Great Lakes Environmental Database Query System
iBoard: EPA Internet On Boarding Application
IEPB: Exchange Network Grant Semi-Annual Reporting Forms
LEAD: Lead-Based Paint Program
NeT: NPDES eReporting Tool (4)
NetDMR: Network Discharge Monitoring Report (35)
ODS: Ozone Depleting Substances
OTAQDCFUEL: Office of Transportation Air Quality DC FUEL Program
OTAQEMTS: Office of Transportation and Air Quality EPA Moderated Transaction System
OTAQREG: Office of Transportation and Air Quality Fuels Registration
OTAQWaiverCredits: Celluiosic Biofuel Waiver Credits Pay.gov Application
PSP: Pesticide Submission Portal
R7Exchange: R7 File Exchange
R9Exchange: R9 File Exchange
RCRAInfo: Resource Conservation and Recovery Act Information
RMPESUBMIT: Risk Management Plan
SSTS: Section Seven Tracking System
SWIPR: Subpart W Impoundment Photographic Reporting
Title V: Petition Submittal
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Exhibit 4-5 shows a screen capture of the 'Program Service' screen (Scroll 3):
Exhibit 4-5 Program Service Screen (Scroll 3)
TRIMEweb: Toxic Release Inventory Made Easy Web
Verify: Vehicles and Engines Compliance Information System - New (1)
VGP: 2013 Vessel General Permit
WCIT: Water Contaminant Information Tool
WIETS: Waste Import/Export Tracking System
Cancel
Exhibit 4-6 shows a screen capture of a filtered view of the 'Program Service' screen:
Exhibit 4-6 Program Service Screen (Filtered View)
vvEPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help
CDX- Core CDX Registration
3. User and Organization
Begin typing a program service name or related keywords to filter the list of available services (e.g., air quality system, AQS, or
Clean Air Act).
Active Program Services List
ca
CSPP: Submissions for Chemical Safety and Pesticide Programs
iBoard: EPA Internet On Boarding Application
NetDMR: Network Discharge Monitoring Report (35)
OTAQWaiverCredits: Cellulosic Biofuel Waiver Credits Pay.gov Application
TRIMEweb: Toxic Release Inventory Made Easy Web
Cancel
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4.3 Role Access
The 'Role Access' screen is the second step in the registration process. It will be highlighted in
the top breadcrumb bar. Completed steps are indicated with a checkmark. You are also able to
navigate back to the first step by clicking the 'Program Service' step in the top breadcrumb bar.
The CDX application allows programs to define user roles that can be selected during
registration. After selecting a program service on the 'Program Service' page, the 'Role Access'
screen will appear and will allow you to register for a specific role (see Exhibit 4-7).
If you are registering under the 'CSPP: Submissions for Chemical Safety and Pesticide
Programs' program service to create submissions for the following regulations, please refer to
Section 6 for additional guidance regarding which role to select.
• CSPP program service applications:
- Section 5 Notices and Supports
- Chemical Data Reporting (CDR) 2012-2016
- Chemical Data Reporting (CDR) 2020
- Section 8(a) Nanoscale Materials
- Section 8(b) - eNOA
- Section 8(e) Notice
- Title VI
- Section 12(b) Export Notification
- Risk Evaluation Rule
- For Your Information (FYI)
- Section 4
- Mercury Electronic Reporting (MER)
Based on program requirements and provisioning, this section will provide the appropriate fields
for additional information to be collected. Fields will display for the user to enter a facility ID or
use Facility Registry Services (FRS) (see Section 4.3.2), An additional screen will appear only
for roles requiring additional information (see Section 4.3.1),
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Exhibit 4-7 shows a screen capture of the 'Role Access' screen:
Exhibit 4-7 Role Access Screen
CDX- Core CDX Registration
3 Contact Us
Program Service
Role
Submissions for Chemical Safety and Pesticide Programs
Mot selected
Select a role from the drop down list and provide any required additional information, if applicable. Any role issues will display in
the status below.
The 'Role Access: Additional Information' screen displays only for roles requiring additional
information that is not collected on the previous screen. Based on program requirements and
provisioning, this screen provides the following:
• Program-specific entry fields to collect data that will not be captured in subsequent pages in
the registration process (e.g., the CSPP program requires the Support role to provide the
Authorizing Official ID).
OPPT CIS CDX CSPP Registration User Guide March 6, 2020
Select Role
4.3.1 Role Access: Additional Information
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Exhibit 4-8 shows a screen capture of the 'Role Access: Additional Information' screen:
Exhibit 4-8 Role Access Additional Information Screen
AEPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help
CDXc Core CDX Registration
1. Program Service ~
3. User and Organization
Registration Information
Program Service
Role
Submissions for Chemical Safety and Pesticide Programs
Primary Support
The asterisk (*) indicates a required field.
Authorized Official's User ID *
4.3.2
EPA Facility Information
Since the CSPP program service requires users to provide facility information, an 'Add
Facilities' button will be displayed (see Exhibit 4-9) after selecting role access. Click the 'Add
Facilities' button to access the Facility Widget. If you already know your facility ID number, you
will be able to input it into the 'Facility ID' field. If you do not know your facility ID number,
enter in as much information related to the facility as possible to perform a search. Click the
'Search Facilities' button to search for existing EPA facilities (see Exhibit 4-10) based on the
fields that you have entered. Certain applications within the CSPP program service use FRS data
from CDX. If the facility information cannot be found, you should create a facility and submit
the information for review and inclusion in FRS (see Exhibit 4-11).
The facility search, search results, and creation pages are displayed in screen captures below. At
least two search fields must be populated on the 'Find Existing Facility' screen for the search
function to return results. If you are registering under the CSPP workflow and you cannot find
the facility you are looking for after searching, click the 'Change' button to refine your search
criteria, or create a new facility by clicking the 'Can't find your facility? Click here to create it'
link (see Exhibit 4-11).
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Exhibit 4-9 shows a screen capture of the 'Add Facilities' screen:
Exhibit 4-9 Add Facilities Screen
vvERA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help
CDX? Core CDX Registration
Registration Information
Program Service
Role
Submissions for Chemical Safety and Pesticide Programs
Primary Authorized Official
Add Facilities I Continue Without Facilities
EPA Home Privacy and Security Notice
CDX Help Desk: 888 890 1995 | (970) 494-550O for International callers
About CDX | Frequently Asked Questions | Terms and Conditions | Contact Us
fej
Exhibit 4-10 shows a screen capture of the 'Find Existing Facility' screen:
Exhibit 4-10 Find Existing Facility Screen
oEPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help
CD)& Core CDX Registration
ZB5
Registration Information
Program Service
Role
Submissions for Chemical Safety and Pesticide Programs
Primary Authorized Official
Add Facilities
Find Existing Facility
For best results, please fill in at least two search criteria.
Facility ID
Facility Name
Facility Address |
City
State
ZIP Code
Search Facilities
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The 'Facility Search Results' screen displays after clicking the 'Search Facilities' button on the
'Find Existing Facility' screen. Based on the search criteria entered on the 'Find Existing
Facility' screen, a number of results may display. Select your facility from the list by checking
the checkbox associated with an EPA Registry ID or check the checkbox located in the column
header to select all facilities generated by the search, and clicking the 'Select' button. If you
cannot find the facility you are looking for after searching, click the 'Change' button to refine
your search criteria, or create a new facility by clicking the 'Can't find your facility? Click here
to create it' link.
Exhibit 4-11 shows a screen capture of the 'Facility Search Results' screen:
Exhibit 4-11 Facility Search Results Screen
Registration Information
Program Service Submissions for Chemical Safety and Pesticide Programs
Role Primary Authorized Official
Add Facilities
Facility Search Results (2 facilities found) List View | Map View
Search Criteria: 110090067687
Export Options
~
(Select All)
EPA Registry ID
Facility Name
Facility Address
EPA
Programs
Reporting
Alternate EPA Registry
IDs/Program IDs
~
110090067687
TEST FAC
123 MAIN ST, SUITE 200
FAIRFAX, VA 22033
Q
TSCA
TSCA1525
~
110090067687
TEST FACILITY
10440 MAIN ST
FAIRFAX, VA 22030
FAIRFAX COUNTY © 0
TSCA
TSCA90663
Showing 1 to 2 of 2 facilities
Proceed with Selections
~
Can't find vour facility? Click here to create it
If the system cannot find any facilities based on the information entered on the 'Find Existing
Facility' screen, then the 'Facility Search Results' page will display no results. You may search
again by clicking the 'Change' button, or you can add a facility by clicking the 'Can't find your
facility? Click here to create it' link.
If you cannot find the facility you are looking for and do not wish to enter facility information at
this time, click the 'Cancel' button to skip this step and click the 'Add Facilities Later' button to
navigate to the 'User and Organization' screen.
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Exhibit 4-12 shows a screen capture of the 'Facility Search Results' screen if no facilities are
found:
Exhibit 4-12 Facility Search Results Screen (No Facilities Found)
oEPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help
CDX- Core CDX Registration
Registration Information
Program Service
Role
Submissions for Chemical Safety and Pesticide Programs
Primary Authorized Official
Add Facilities
Facility Search Results (0 facilities found)
Search Criteria: X
List View | Map View
No Facilities Found
Your search criteria did not match any facility records. You may return to the 'Find Existing facility" form, and refine your search, by clicking the 'Change' button. If the facility doesn't exist,
you may create a facility by clicking the 'Can't find your facility? Click here to create it' link.
Can't find your facility? dick here to create it
The 'Create Facility' screen displays after clicking the 'Can't find your facility? Click here to
create it' link on the 'Facility Search Results' screen. Enter as much information as possible
related to the new facility you would like to create; at a minimum, the 'Facility Name,' 'Facility
Address 1,' 'City,' 'State,' and 'Zip Code' fields are required. Once you have entered in the
minimum information required to create a new facility, click the 'Map Facility' button to map
the facility address information.
If necessary, the facility will perform an address standardization. If the facility address
standardization is accurate, click the 'Submit' button. If the address standardization is incorrect,
click the 'Click to undo the Address Standardization' link. Click the 'Submit' button to accept
the address information.
If you do not have any facility information currently, click the 'Continue Without Facilities'
button to skip this step and navigate to the 'User and Organization' screen.
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Exhibit 4-13 shows a screen capture of the 'Create Facility' screen:
Exhibit 4-13 Create Facility Screen (Scroll 1)
*>EPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help
CDX; Core CDX Registration
n
Registration Information
Program Service
Role
Submissions for Chemical Safety and Pesticide Programs
Primary Authorized Official
Add Facilities
Create Facility
< Back to Search Results
Program Acronym
CDX: CSPP - FRS: TSCA
Facility Name
Facility Address
Address 1
[Address 2
*
Zip/Postal Code is required.
-Select a County-
bflTribal Lands Layer
Washington"
jA6 KANSAS,-
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Exhibit 4-14 shows a screen capture of the 'Create Facility' screen:
Exhibit 4-14 Create Facility Screen (Scroll 2)
Create Facility
< Back to Search Results
Program Acronym
CDX: CSPP - FRS: TSCA
Facility Name
Facility Address
jAddress 1
Address 2
(City
Zip/Postal Code is required.
-Select a County-
Map Facility
Privacy and Security Notice Accessibility
CDX Help Desk: 888 890 1995 | (970) 494-5500 for International callers
About CDX | Frequently Asked Questions | Terms and Conditions | Contact Us
Enter the facility information and click the 'Map Facility' button.
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Exhibit 4-15 shows a screen capture of the entered facility information on the map:
Exhibit 4-15 Create Facility (Scroll 1)
SEPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help
CDXr Core CDX Registration
4. Confirmation
Registration Information
Program Service Submissions for Chemical Safety and Pesticide Programs
Role Primary Authorized Official
Add Facilities
Create Facility
< Back to Search Results
Program Acronym
CDX: CSPP - FRS: TSCA
Facility Name
Facility A
Facility Address
10108 MAIN ST
Address 2
FAIRFAX IVA T [22030
FAIRFAX CITY
O Click to undo the Address Standardization
-123 Main St
- Fairfax, VA 22030
- No County Selected
Facility Address:
10108 MAIN ST
FAIRFAX, VA 22030
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Exhibit 4-16 shows a screen capture of the entered facility information on the map with an option
to submit or undo the address standardization and submit the facility information:
Exhibit 4-16 Create Facility (Scroll 2)
I Role Primary Authorized Official I
Add Facilities
Create Facility
< Back to Search Results
Program Acronym
CDX: CSPP - FRS: TSCA
Facility Name
Facility A
Facility Address
10108 MAIN ST
Address 2
FAIRFAX VA ~J22030
FAIRFAX CITY
O Click to undo the Address Standardization
-123 Main St
- Fairfax, VA 22030
- No County Selected
BIA Code ©
Map Legend
Click the 'Submit' button to generate a pop-up of the geographical coordinates and navigate to
the 'Selected Facilities' screen. The selected facility displays in the table on the 'Unsaved
Facilities' tab.
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Exhibit 4-17 shows a screen capture of the submitted facility address information processing as it
is uploaded:
Exhibit 4-17 Create Facility (Scroll 3)
Add Facilities
Create Facility
< Back to Search Resul
Program Acronym
CDX: CSPP - FRS: T5CA
Facility Name
Facility A
Facility Address
10108 MAIN ST
FAIRFAX
VA
* 22030
FAIRFAX CITY
D Click tn undo the Address Sfanriardfcafi
-123 Main 9
- Fairfax, VA 22030
- No County Selected
BIA Code ©
Current Reference Code: 025
Current Collection Method: 018
Accuracy: 2
scale: 1754.79459
Latitude: 38.8446166
Longitude: -77.2947895
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Exhibit 4-18 shows a screen capture of the newly created facility on the 'Selected Facilities'
screen:
Exhibit 4-18 Selected Facilities
v>EPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help
CDXr Core CDX Registration
Registration Information
Program Service Submissions for Chemical Safety and Pesticide Programs
Role Primary Authorized Official
Unsaved Facilities
Selected Facilities (1 unsaved facility)
< Add Additional Facilities
List View | Map View
Clicking the 'Save Selected Facilities' button saves the facilities you have selected in the current session so they are available to you the next time you log in. You may view a facility's details by
clicking the 'View/Edit Details' link on the table view or the 'Details' button on the map view. You may also remove a facility by clicking the 'Remove' link or button for that facility. Please note
that a facility with insufficient location information may not appear on the map view.
Filter:
Export Options
EPA Registry ID 0
Program ID ©
Facility Name
Facility Address
Pending
Pending
10108 MAIN ST
FAIRFAX, VA 22030
FAIRFAX CITY
View/Edit Details
Remove
Showing 1 to 1 of 1 facilities
Save Selected Facilities
~
Click the 'Save Selected Facilities' button to save the currently displayed facilities and navigate
to the 'User and Organization' screen. Click the 'Add Additional Facilities' link to search for and
identify other facilities to associate with the user account.
4.4 User and Organization Information
The 'User and Organization' screen is the third step in the registration process. It will be
highlighted in blue on the top breadcrumb bar. Completed steps are indicated with a checkmark.
The 'Registration Information' summary section is at the top and is updated with the selections
being made. You may navigate back to previous steps by clicking the corresponding step.
Both the user and organization information are captured on the same screen. The information
entered in this portion of the registration process is used to support account validation and
establish levels of assurance.
CDX provides multiple levels of user validation, which will be specific to the selected role. All
new CDX users are required to activate their account after these registration steps by following
the instructions sent to the email address provided during the registration process for their
specified organization.
When additional identity proofing is required, you will be prompted to follow the additional
registration steps that may support the LexisNexis identity validation and/or Electronic Signature
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Agreement (ESA) signing processes. This prompt will occur after your initial login to the
system.
4.4.1 Part 1: User Information
The 'User Information' section collects the following information (see Exhibit 4-19):
• User ID (required)
• Title (required)
• First Name (required)
• Middle Initial
• Last Name (required)
• Suffix
• Password (required)
• Re-type Password (required)
• Security Question 1 (required)
• Security Answer 1 (required)
• Security Question 2 (required)
• Security Answer 2 (required)
• Security Question 3 (required)
• Security Answer 3 (required)
Please note that the user ID and password information may be requested for authentication
throughout CDX including submission processes within CSPP applications. The 'Security
Question' and 'Security Answer' fields are also used for re-authentication in the event you forget
your password and need to reset it.
When creating a user ID, it must abide by the following rules:
• Must be at least 8 characters
• No special characters may be used with the exception of'@', and '.'
When creating a password, it must abide by the following rules:
• Must be at least 8 characters
• Must be no more than 15 characters
• Must contain one uppercase letter, one lowercase letter, and one number
• May not begin with a number
• May not be the same as your user ID
• May not contain the word 'Password'
• May not contain any special characters or spaces
• Must be changed every 90 days
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Exhibit 4-19 shows a screen capture of the 'User and Organization' screen:
Exhibit 4-19 User and Organization Screen
Home About Recent Announcements Terms and Conditions Help
CDX? Core CDX Registration
\
1. Program Service ¦
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CDXr
search results will be returned in a table displaying the 'Organization ID,' 'Organization Name,'
'Address,' 'City,' 'State,' and 'ZIP Code' (see Exhibit 4-21). If the simple search returns too
many results, you may use the advanced search option to narrow the results (see Exhibit 4-22
and Exhibit 4-23). Once a search is executed, the search results will display in a list of matching
valid organizations from which you can select. Click the corresponding Organization ID to add
that organization to the 'User and Organization' screen.
Once an organization is selected or created, you are required to enter an email address and phone
number, with the option of entering a phone number extension or fax number (see Exhibit 4-24).
This step is extremely important because the organization you designate as your primary
organization impacts the multiple AO functionality. For additional details regarding multiple AO
functionality, refer to Section 8.1.
Search results only display organizations previously verified by a Registration Maintenance
Account Manager (RMAM), LexisNexis, or a help desk user. Unverified organizations can be
searched for by using the organization ID.
The first organization a user adds will be set as the primary organization. The primary
organization is important because it indicates the user's primary email address in CDX.
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Exhibit 4-20 shows a screen capture of the 'Organization Information' section of the 'User and
Organization' screen:
Exhibit 4-20 User and Organization Screen - Organization Information
First Name *
Middle Initial
Last Name *
Suffix
Password *
Re-type Password *
Security Question 1 *
Security Answer 1 *
Security Question 2 *
Security Answer 2 *
Security Question 3 *
Security Answer 3 *
-Please Select-
-Please Select- T
-Please Select- T
-Please Select- T
Part 2: Organization Info
Search for your organization using the text box below. You may search by entering the Organization Name or the
Organization ID.
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Exhibit 4-21 shows a screen capture of the 'Organization In formation1 section of the 'User and
Organization' screen:
Exhibit 4-21 User and Organization Screen - Search Results
Part 2: Organization Info
Search for your organization using the text box below. You may search by entering the Organization Name or the
Organization ID.
Iepa 1E3E1
Organization
ID
Organization
Name
Address
City
State
ZIP
Code
15305
EPA AIRLINE
109 TW ALEXANDER DR
RTP
NC
27711
15404
EPA 2
1200 PENN AVE
WASHINGTON
DC
20460
17067
EPA
109 TW ALEXANDER DR
RTP
NC
27711
17221
EPA
1310 L ST NW
WASHINGTON
DC
20785
15536
EPA'S 2ND AIRLINE
109 TW ALEXANDER DRIVE
RTP
NC
27711
17361
EPA Region 6
1445 Ross Avenue
Dallas
TX
75202
15867
U.S. EPA
1200 PENNSYLVANIA AVE
NW
WASHINGTON
DC
20460
20264
EPA
1234 Simba Ln
Zambia
N/A
333333
22447
EPA Region 10
1200 6th Avenue
Seattle
WA
98101
17381
EPA Test Company 1
123456 Test St.
Fairfax
VA
22033
16378
EPA
123 MAIN ST
MAIN
MD
11111
16472
EPA
2000 TRAVERWOOD DRIVE
ANN ARBOR
MI
48105
16817
EPA
1310 L ST. NW
WASHINGTON
DC
20005
Can't find your organization? Use advanced search or request that we add vour organization.
Cancel
4.4.2.1 Organization Advanced Search
When an organization does not appear in the basic search results, you have the option to perform
an advanced search for a valid organization. Click the 'Use advanced search' hyperlink below
the existing organization search results to perform a search with the following criteria (see
Exhibit 4-22):
• Organization ID
• Organization Name
• Country
• Mailing Address
• Mailing Address 2
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• City
• State
• ZIP/Postal Code
After entering at least two of the listed search criteria, click the 'Search' button to return a list of
results.
Exhibit 4-22 shows a screen capture of the 'User and Organization - Advanced Search' screen
(Part 1):
Exhibit 4-22 User and Organization Screen - Advanced Search (Part 1)
Security Answer 2 *
Security Question 3 *
-pleaw Setet-
Security Answer 3 *
Part 2 Organization Info
Search for your organization using the search criteria below.
Organization ID J
Or^aitotion N.nne
Country UNITED STATES
Mailing Address
Mailing Address 2
City
State | »
ZIP/Postal Code
Wrong conization information? B.xk to SeanJi ot Leuiiat that m aid W .
| Sedfth
Cancel I
Once the search is executed, the search results display a list of matching valid organizations from
which you can select. Click the corresponding Organization ID to add that organization to the
'User and Organization' screen.
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Exhibit 4-23 shows a screen capture of the 'User and Organization - Advanced Search' screen
(Part 2):
Exhibit 4-23 User and Organization Screen - Advanced Search (Part 2)
Part 2: Organization Info
Search for your organization using the search criteria below.
Organization ID
Organization Name
Country UNITED STATES
Mailing Address
Mailing Address 2
City
State
ZIP/Postal Code
Wrong organization information? Back to Search or request that we add vour organization.
Search
EPA
Organization
ID
Organization
Name
Address
City
State
ZIP
Code
15305
EPA AIRLINE
109 TW ALEXANDER DR
RTP
NC
27711
15404
EPA 2
1200 PENN AVE
WASHINGTON
DC
20460
17067
EPA
109 TW ALEXANDER DR
RTP
NC
27711
17221
EPA
1310 L ST NW
WASHINGTON
DC
20785
15536
EPA'S 2ND AIRLINE
109 TW ALEXANDER DRIVE
RTP
NC
27711
17361
EPA Region 6
1445 Ross Avenue
Dallas
TX
75202
15867
U.S. EPA
1200 PENNSYLVANIA AVE
NW
WASHINGTON
DC
20460
22447
EPA Region 10
1200 6th Avenue
Seattle
WA
98101
17381
EPA Test Company 1
123456 Test St.
Fairfax
VA
22033
16378
EPA
123 MAIN ST
MAIN
MD
11111
16472
EPA
2000 TRAVERWOOD DRIVE
ANN ARBOR
MI
48105
16817
EPA
1310 L ST. NW
WASHINGTON
DC
20005
Cancel
Once an organization is selected or created, you are required to enter an email address and phone
number, with the option of entering a phone number extension and/or a fax number. After
entering the required information, click the 'Submit Request for Access' button to navigate to the
'Confirmation' screen:
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Exhibit 4-24 shows a screen capture of the 'User and Organization - Advanced Search' screen
(Part 3):
Exhibit 4-24 User and Organization Screen - Advanced Search (Part 3)
Seen rity Question 2 * -please Select- »
Security Answer 2 *
Security Question 3 * -fteaseSetet •
Security Answer 3 *
Part ? Organization Into
EPA
1310 L ST HW
WASHINGTON, DC, US
20785
Email *
Re-enter Email *
Phone Ntimlwr *
Phone Number Ext
Fax Number
Wrong organization Information? Back to Search Use advanced «arth or reouest that we add your organization.
[ Submit Request for Ancres
4.4.2.2 Request to Add Organization
If an organization does not appear in the basic or advanced search results, you have the option to
request the addition of another organization. Both international and domestic organizations can
be added. The fields will differ based on the location of the organization that you request to add.
If you no longer wish to add an organization, click the 'Back to Search Results' link to navigate
back to the search results.
This feature will collect the following information for U.S. organizations (see Exhibit 4-25):
• Organization Name (required)
• Country (required)
• Mailing Address (required)
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• Mailing Address 2
• City (required)
• State (required)
• ZIP/Postal Code (required)
• Email (required)
• Re-enter Email (required)
• Phone Number (required)
• Phone Number Ext
• Fax Number
This feature will collect the following information for Canadian organizations:
• Organization Name (required)
• Country (required)
• Mailing Address (required)
• Mailing Address 2
• City (required)
• Province (required)
• ZIP/Postal Code (required)
• Email (required)
• Re-enter Email (required)
• Phone Number (required)
• Phone Number Ext
• Fax Number
This feature will collect the following information for all other international organizations:
• Organization Name (required)
• Country (required)
• Mailing Address (required)
• Mailing Address 2
• Mailing Address 3
• Mailing Address 4
• City (required)
• ZIP/Postal Code (required)
• Email (required)
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• Re-enter Email (required)
• Phone Number (required)
• Phone Number Ext
• Fax Number
After all required fields are completed, click the 'Submit Request for Access' button to complete
your request. After your user account is activated, the requested organization will be added to the
CDX system. The organization will be available in subsequent searches by organization ID only,
unless the organization is verified by the help desk, an RMAM user, or LexisNexis.
Exhibit 4-25 shows a screen capture of the 'User and Organization - Submit Request for Access'
screen:
Exhibit 4-25 User arid Organization Screen — Submit Request for Access
Security question 3 * ,p)eKe 5^.
Security Answer 3 *
Part 2 Ortjam/at ion into
Organization Name *
Country * UNITED STATES
Mailing Address *
Mailing Address 2
City*
State * -Please Select-
ZIP/Postal Code *
Email *
Re-enter Email *
Phone Number *
Phone Number Ext
Fax Number
| Badt to search Results J Submit Request tor Access
Cancel
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4.4.3
Confirmation Screen
After you complete the core registration components, you are navigated to the 'Confirmation'
screen (see Exhibit 4-25). This screen provides your confirmation number and instructions with
how to activate your new user ID. You will need access to the inbox of the email address
associated with the organization that you registered to see the confirmation link. Copy the
confirmation number that displays for your records. The confirmation number will allow the
CDX Help Desk to review your registration if you contact them before your account is activated.
If the selected program service or role has any additional requirements (e.g., ESA, LexisNexis
identity proofing, etc.), it will be performed after you click the activation link in the email and
log into the application.
Exhibit 4-26 shows a screen capture of the 'Confirmation' screen:
Exhibit 4-26 Confirmation Screen
A EPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help
coy- Confirmation
1. Program Service
S Contact Us
3. User and Organization ~
A few more steps...
You will soon receive an email confirmation message (at cdxtester@gmail.com) asking you to follow a link to activate your user
account. Follow that link to complete your registration. Please contact the help desk if you have any issues at 888-890-1995 or
(970) 494-5500 for International callers.
Confirmation Number: 95e65e58-62c8-447f-9ddf-7c962cd68f04
Return to CDX Home
4.4.4
Confirmation Email
After you submit your core registration information and reach the 'Confirmation' screen, an
email is sent to the email address you entered for the organization that you registered for on the
'User and Organization' screen (see Exhibit 4-27). The email will contain the account
confirmation and the additional instructions. Once you receive the email, click the activation
link. The link will take you to the CDX login screen where you will be asked to enter your user
ID and password.
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Exhibit 4-27 shows a screen capture of the Confirmation Email:
Exhibit 4-27 Confirmation Email
[* - * Core Registration Email Verification Request (DEV) - Message (Plain Text)
5 ~ X
Message
v
From:
To:
Cc:
Subject
¦ helpdesk@epacdx.net
Sent Mon 3/9/2015 10:40 AM
Core Registration Email Verification Request (DEV)
You have successfully created an account with the EPA Central Data Exchange (CDX).
In order to complete your registration and begin using the system, you will need to confirm your account by clicking the hyperlink below and successfully logging in.
You will need to enter the UserlD (JANEDOE11) and Password that were selected during the registration process.
https://dev.epacdx.net/ReKistration/EmailValidation?code=340b291a-5a8d-44ea-83d4-6blf7aed8b24
If you click the link and it appears to be broken, please copy and paste it into a new browser window.
Once you have successfully logged into your account, you may be required to provide additional information. Any additional information will need to be completed
before you are able to access your Program Service.
Please do not respond to this message. If you have questions concerning this request, you may contact us by email at helpdesk(5)epacdx.net or by calling the CDX
Technical Support Staff through our toll free telephone support on 888-890-1995 between Monday through Friday from 8:00 am to 6:00 pm EST/EDT. For
International callers, the CDX Help Desk can also be reached at (970) 494-5500.
Sincerely
CDX Help Desk
United States Environmental Protection Agency - Central Data Exchange
4.5 Logging in to MyCDX for New Users
When you click the activation link in the confirmation email, you are taken to the CDX login
screen (see Exhibit 4-28). If you try to log in prior to clicking the confirmation link, you will be
taken to the user account completion screen where you can request another verification email to
be sent to the email address on file (see Exhibit 4-29). If you enter the wrong validation code, or
if the validation code has expired, an on-screen message will appear notifying you to contact the
CDX Help Desk (see Exhibi t 4-30).
After the correct information is accurately entered, you will be taken to the next screen to
complete the program service role's registration requirements (if applicable).
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Exhibit 4-28 shows a screen capture of the 'CDX Login' screen:
Exhibit 4-28 CDX Login Screen
AEPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help
CDX: Central Data Exchange
Log In
User ID
Password
Log In to CDX
Register with CDX ( Forgot vour Password? | Forgot vour User ID? | Help
Warning Notice
Warning Notice
In proceeding and accessing U.S. Government information and information systems, you acknowledge that you fully understand and consent to all
of the following:
1. you are accessing U.S. Government information and information systems that are provided for official U.S. Government purposes only;
2. unauthorized access to or unauthorized use of U.S. Government information or information systems is subject to criminal, civil, administrative,
or other lawful action;
3. the term U.S. Government information system includes systems operated on behalf of the U.S. Government;
4. you have no reasonable expectation of privacy regarding any communications or information used, transmitted, or stored on U.S. Government
information systems;
5. at any time, the U.S. Government may for any lawful government purpose, without notice, monitor, intercept, search, and seize any authorized
or unauthorized communication to or from U.S. Government information systems or information used or stored on U.S. Government
information systems;
6. at any time, the U.S. Government may for any lawful government purpose, search and seize any authorized or unauthorized device, to include
non-U.S. Government owned devices, that stores U.S. Government information;
7. any communications or information used, transmitted, or stored on U.S. Government information systems may be used or disclosed for any
lawful government purpose, including but not limited to, administrative purposes, penetration testing, communication security monitoring,
personnel misconduct measures, law enforcement, and counterintelligence inguiries; and
8. you may not process or store classified national security information on this computer system.
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Exhibit 4-29 shows a screen capture of the 'Resend Verification Email' screen:
Exhibit 4-29 Resend Verification Email Screen
&EPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help
CDXir Central Data Exchange
i Contact Us
Complete Core Registration Process
This account has not been activated. For verification and security reasons, you will need to confirm a valid email address before
using CDX. Please check the email address (cdxtester@gmail.com) used during registration for a message from
helpdesk@epacdx.net. If you did not receive the activation e-mail, please check your Spam or Junk mail folders.
Click to resend verification e-mail
If you are still encountering issues, please contact the help desk at 888-890-1995 or (970) 494-5500 for International callers.
Exhibit 4-30 shows a screen capture of the 'Validation Code Not Found' screen:
Exhibit 4-30 Validation Code Not Found Screen
*>EPA
United States Environmental Protection Agency
S Contact Us
Logged in as JANEDOE11 fLoo out)
Home About Recent Announcements Terms and Conditions FAQ Help
CDXr Core CDX Registration
Validation Code could not be found.
The validation code is no longer valid.
For Web Submission Support, two support options are available:
By Telephone:
Person-to-person telephone support is available from 8:00 am to 6:00 pm (EST/EDT). Call our toll-free line at 888-890-1995 or
(970) 494-5500 for International callers.
By E-mail:
Send e-mail to Technical Support at helpdesklBiepacdx.net.
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5 Additional Verification
Based on the program service and role chosen when registering for an account in CDX,
additional information may be needed to complete registration. After you log into CDX from the
activation link, you will be redirected to the screens for the additional information required for
your role.
5.1 Identity Verification Process
When applicable, you will be given the option to use the electronic identity verification process
(see Exhibit 5-1). The CDX registration process provides an identity verification service called
LexisNexis, which is a third-party service that verifies a user's identity. If you choose to proceed
with the electronic verification process, click the 'Proceed to Verification' button.
The LexisNexis service will launch a new window, which navigates a user away from CDX to
collect additional Personally Identifiable Information (PII) that CDX does not store or use. If you
choose not to utilize LexisNexis and click the 'sign the paper form' link (see Exhibit 5-1), CDX
will proceed to the existing paper processing option and instruct you to print, sign, and mail any
identity proofing documentation.
Based on the role provisioning, the 'LexisNexis Data Collection' window will either display the
user and organization information collected by CDX, which is not editable (see Exhibit 5-2), or
display fields for a user to enter in PII information. The window also displays text fields in which
you must provide the necessary PII for LexisNexis to complete the identity validation.
You will be redirected back to CDX after submitting the information and one of the following
scenarios will occur:
1. You successfully validate to the minimum standards. After clicking the 'Continue'
button, the system will direct you to set your 20-5-1 questions and allow you to
electronically sign the ESA (see Section 5.2.1),
2. You unsuccessfully validate to the minimum standards after clicking the 'Continue'
button. If your user identity proofing failed, you can only sign the paper ESA. If the
organization or user-organization association fails, then you have up to five (5) times to
improve your score for validation. You will only be able to make edits to your
organization information. If you fail more than 5 times, you will be taken to the paper
ESA.
3. You choose to sign the paper ESA by clicking the 'Continue' button without submitting
the LexisNexis form and clicking the paper ESA link (see Exhibit 5-3).
4. You choose to discontinue the registration process by clicking the 'Cancel' button on the
'Additional Verification' screen (see Exhibit 5-1). You will be sent the paper ESA in
your MyCDX inbox. You must contact the CDX helpdesk for further information to
obtain access to the program role requested.
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Exhibit 5-1 shows a screen capture of'CDX Registration: Additional Verification' screen:
Exhibit 5-1 CDX Registration: Additional Verification Screen
Recent Announcements
Terms and Conditions
FAQ Help
CDXc CDX Registration: LexisNexis4
S Contact Us
Logged in as TESTUSERX (Loo out)
1. Identity Verification } 2. ES,
9
The program you are registering for requires additional proof of identity. Identity verification allows the EPA to confirm applicants
have provided sufficient identity information in order to conduct business safely and securely. Your options are to use the
electronic identity proofing service for immediate access to your program service or to print and submit a signed form through U.S.
Postal Mail to the U.S. Environmental Protection Agency. Note: Additional LexisNexisCS Information
LexisNexis® Instant ID (View Guidance!
Legal Name
John
Home Address
Address Line 1*
Address Line 2
Smith
City*
State*
Zip Code*
Home or Personal Phone
[Home or Personal Phone
Date of Birth
Month*
Day*
* Year*
Last 4 of SSN
Last 4 of SSN*
Show SSN
The name above is me. Please proceed with LexisNexis® Validation.
Proceed with Verification
Paper Verification Exit
OPPT CIS CDX CSPP Registration User Guide
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CDX. CDX Registration: Additional Verification
S Contact Us
Logged in as CDXTESTUSER3 fLoo out)
The program you are registering for requires additional proof of identity. Your options are to use LexisNexis®, an independent
3rd-Paity electronic identity proofing service or to print and submit a signed form through U.S. Postal Mail to the U.S.
Environmental Protection Agency.
Note: By clicking [Proceed to Verification] you understand the service is voluntary and that you are validating personally
identifying information including the last 4 digits of SSN against a 3rd-Paity service LexisNexis®, which will return evidence of
validation of your personally identifying information back to the U.S. Environmental Protection Agency. The U.S. EPA will not
collect or retain sensitive, personally identifying information such as your Social Security Number (SSN); however, EPA will receive
evidence of identity validation which may be used to identify you for legal purposes.
You may sign the paper form if vou do not want to use the automatic verification process.
Note: You will receive a limited number of attempts to complete identity verification. Please review all personal
information carefully prior to submitting. If you need to modify the personal information listed below, please
contact the CDX Helo Desk.
First Name: John
Last Name: Doe
O I have reviewed the name presented above and I would like to proceed with LexisNexis. Additional LexisNexis Identity Proofing
Guidance
OPPT CIS CDX CSPP Registration User Guide
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Exhibit 5-2 shows a screen capture of the 'LexisNexis Data Collection' pop-up window:
Exhibit 5-2 LexisNexis Data Collection Pop-Up Window
3J-QI IS.
LexisNexis Verification for EPA - Google Chrome
0 https://secure.accurint.com/app/bps/epa
LexisNexis-
Verification for EPA
* Required Fields
Authorized Representative
Last Name *
Doe
Home Address*
First Name'
Jane
Middle Name
Home City *
Home State*
| - State -
T
Home Phone
Date of Birth *
SSN (Last 4) •
Home Zip *
Copyright © 2015 LexisNexis. All rights Reserved. Terms & Conditions | Privacy Si Security
OPPT CIS CDX CSPP Registration User Guide
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Exhibit 5-3 shows a screen capture of the 'LexisNexis Results' screen:
Exhibit 5-3 LexisNexis Results Screen
&EPA
1"! m m United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDX, CDX Registration: Additional Verification
as Contact Us
Loaaed in as CDXTESTUSER3 (Loo out)
LexisNexis® Results
1 1. Identity Verification \ 2. Electronic Signature Agreement
Please click Continue to complete registration.
Exhibit 5-4 shows a screen capture of the 'LexisNexis Results (without Verification)' screen:
Exhibit 5-4 LexisNexis Continuing Without Verification Screen
C PDA
^.0 LI United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDX; CDX Registration: Additional Verification
S Contact Us
Loaaed in as JANEDOE1111 (Loa out)
LexisNexis® Results
1 1. Identity Verification y 2. Electronic Signature Agreement
Please click Continue to complete registration.
If von have accidentally closed the window. vo« can click here to reoDen it.
If vou wish to sinn a Pauer ESA. vou can click here.
OPPT CIS CDX CSPP Registration User Guide
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Exhibit 5-5 shows a screen capture of the 'Electronic Signature Agreement' screen:
Exhibit 5-5 Electronic Signature Agreement Screen
SEPA
. United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDXr CDX Registration: Additional Verification
S Contact Us
Logged in as CDXTESTIJSER3 fLoo outi
1. Identity Verification 0 >2. Electronic Signature Agreement
You have failed LexisMexis identity proofing. Please proceed to print, sign and mail the paper Electronic Signature Agreement
below or contact the CDX Help Desk for assistance.
Paper CDX Electronic Signature Agreement
The CDX electronic signature agreement (ESA) is an agreement between yourself and CDX that will authorize your electronic signature. By signing the ESA you agree to
adhere to the conditions listed on the agreement below. Once the ESA has been signed, you will be authorized to sign and/or encrypt information for your data flow. For
any questions regarding the CDX ESA please contact the CDX Help Desk.
U.S. Environmental Protection Agency
ELECTRONIC SIGNATURE AGREEMENT
111 accepting the electronic signature credential issued by the U.S. Environmental Protection Agency (EPA) to sign electronic
documents submitted to EPA's Central Data Exchange (CDX). and as a representative for:
0
Electronic Signature Holder Company Information
Organization Name:
TEST
Address:
TEST
test
City, State, Zip:
TEST. VA 00000
Province:
Country:
US
Phone Number:
(703) 227-7445
E-mail Address:
ccktester@gpi ail. com
Registrant's Name:
Mr John Doe
CDX User Name:
CDXTESTUSER3
Sign Paper Form H Cancel
5.2 CDX Electronic Signature Agreement (ESA)
Some roles require a user to have an ESA. If you do not have a current ESA, you will be
prompted to sign an ESA, which can be signed electronically or manually. The following
sections provide more detail about each option. If a user has signed an ESA for either the TSCA
or Toxics Release Inventory (TRI) program service/workflow, the existing ESA may be reused
for the CSPP workflow.
5.2.1_ Electronic CDX Electronic Signature Agreement (ESA)
Applicable only to some roles, CDX provides twenty questions to choose from which will help
validate your identity. You will be prompted to enter Cross-Media Electronic Reporting
OPPT CIS CDX CSPP Registration User Guide March 6, 2020
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Regulation (CROMERR) questions after you have successfully passed LexisNexis identity
proofing or have been approved via the help desk.
You will choose five questions and provide answers for each. You will not be allowed to select
and provide duplicate questions or answers. The questions that you select should be easy for you
to remember, but difficult for someone else to guess. You will be required to answer one of these
five questions upon submitting any forms that utilize the CROMERR widget for electronic
signatures. You will be prompted with a question randomly chosen by the system during the
signing process.
If you pass LexisNexis validation and choose to sign the ESA electronically, the system will
verify that the CROMERR 20-5-1 questions and answers have been set. If the questions and
answers were previously set, you will be directed to a page to view the ESA. If these have not
been set, you will be directed to a page to provide five questions and answers before proceeding
to the ESA page (see Exhibit 5-6). The questions must be completed before you can
electronically sign the CDX (or flow-specific) ESA or sponsor letter. Click the 'Save Answers'
button after providing the questions and answers. You will receive an email confirmation of your
20-5-1 questions to both your provided email address and MyCDX inbox.
After you complete the 20-5-1 question process, review the ESA, and click the 'Sign
Electronically' button, the system will launch the CDX CROMERR widget. As part of the CDX
CROMERR widget process, you will be required to re-validate your user ID and password,
provide the answer to one of the 20-5-1 questions, and officially sign the ESA (see Exhibit 5-7,
Exhibit 5-8, and Exhibit 5-9).
When you officially sign the ESA, a copy of the ESA, along with your electronic signature, is
stored in the CDX CROMERR archives. A copy of the ESA is also sent to your MyCDX inbox.
If you choose the paper ESA process, the questions will not be displayed in CDX until your
program service role has been activated. After your role has been activated, you will be
prompted to provide your questions and answers before being able to navigate to the 'MyCDX'
landing page.
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Exhibit 5-6 shows a screen capture of the 'CROMERR 20-5-1 Question and Answer' on the
'eSIG-PIN Entry' screen:
Exhibit 5-6 eSIG-PIN Entry CROMERR 20-5-1 Question/Answer Screen
&FPA
^1 m m United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDX- Central Data Exchange
CDX Registration: Additional Verification
SS Contact Us
Logged in as CDXTESTUSER1 (Loo out)
1. Identity Verification^ } 2. Electronic Signature Agreement
You are registered for a program that requires eSignature PIN Verification. Please select five (5) challenge questions and answers.
The questions that you select should be questions that you can remember, but difficult for anyone else to guess.
Select 5 Challenge Questions and Answers
j What is the first and middle name of your oldest sibling? *
] What is your favorite vacation destination? T
| What is your favorite TV show? T
| What is the name of your home town newspaper? *
] What is your favorite hobby? T
Save Answers
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Exhibit 5-7 shows a screen capture of the 'Electronic CDX ESA' screen:
Exhibit 5-7 Electronic CDX ESA Screen
&EPA
IbI m m United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDX- CDX Registration: Additional Verification
S Contact Us
Logged in as CDXTESTUSER1 (Loo out)
1. Identity Verification V / 2. Electronic Signature Agreement
Electronic CDX Electronic Signature Agreement
The CDX electronic signature agreement (ESA) is an agreement between yourself and CDX that will authorize your electronic signature. By signing the ESA you agree to
adhere to the conditions listed on the agreement below. Once the ESA has been signed, you will be authorized to sign and/or encrypt information for your data flow. For
any questions regarding the CDX ESA please contact the CDX Help Desk.
U.S. Environmental Protection Agency
ELECTRONIC SIGNATURE AGREEMENT
In accepting the electronic signature credential issued by the U.S. Environmental Protection Agency (EPA) to sign electronic
documents submitted to EPA's Central Data Exchange (CDX). and as a representative for:
Electronic Signature Holder Company Information
I
Organization Name:
TEST
Address:
TEST
City. State. Zip:
NOWHERE. AL 11222
Province:
Country:
US
Phone Number:
(703) 227-7445
E-mail Address:
jdoe@doe.com
Registrant's Name:
Mr John Doe
CDX User Name:
CDXTESTUSER1
Sign Electronically I Cancel
OPPT CIS CDX CSPP Registration User Guide
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Exhibit 5-8 and Exhibit 5-9 show screen captures of the 'CROMERR eSignature Widget' pop-up
window:
Exhibit 5-8 CROMERR eSignature Widget (Screen 1)
CDXr CDX Registration: Additional Verification
Logged in as CDXTE5TPISER1
1. Identity Verification~ y 2. Electronic Signature Agreement
Electronic CDX Electronic Signature Agreement
The COX electronic signature agreement (ESA) is an agreement between youn
adhere to the conditions listed on the agreement below. Once the ESA has been Signed,
any questions regarding the COX ESA please contact the CDX Help D^k.
In accepting the electronic si!
documents submitted to EPA's Cent
Electronic Signature Holder Com
Organization Name:
Address:
City. State. Zip:
Province:
Country
Phone Number
E-mail Address
Registrant's Name:
I CDX User Name
and CDX that will authorize your electronic signature. By signing the ESA
will be authorized to sign and/or encrypt information for you
'qi
you agree to
r dBta flow. Foi
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 I Decline
PA ) to sum electronic
Jeffrey bronick 2? cgifederal. com
Mr John Doe
CDXTESTUSER1
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Exhibit 5-9 CROMERR eSignature Widget (Screen 2)
CDX. Registration: Additional Verification
Logged in as CDXTESTl ISER1
1. Identity Verification^/ y 2. Electronic Signature Agreement
Electronic CDX Electronic Signature Agreement
The CDX electronic signature agreement (ESA) Is an agreement between yourself and CDX that will authorize your electronic signature. By signing the ESA you agree to
adhere to the conditions listed on the agreement below. Once the ESA has been signed, you will be authorized to sign and/or encrypt information for your data flow. For
any questions regarding the CDX ESA please contact the CDX Help Desk.
eSignature Widget
1 .Log in to CDX
User:
CDXTESTUSER1
Password:
2.Answer Secret Question
Question:
What is your favorite hobby?
Answer:
hobby
Correct Answer
3.Sign File
Sign
E-mail Address
Registrant's Name:
CDX User Name:
j effrey bromckg egifederal c om
Mr John Doe
CDXTE STLTSER1
5.2.2 Paper ESA
If you do not wish to leverage the LexisNexis process or are unable to be properly validated to
meet the minimum requirements for the program, you will be required to follow the existing
paper ESA process. The paper process allows you to print the ESA, provide a wet ink signature,
and mail the signed ESA to EPA. A copy of the ESA form will be saved in your CDX 'Inbox'
for future reference and reprinting.
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Exhibit 5-10 shows a screen capture of the 'Paper CDX ESA' pop-up window:
Exhibit 5-10 Paper CDX ESA Pop-Up Window
SE
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U.S. Environmental Protection Agency
ELECTRONIC SIGNATURE AGREEMENT
111 accepting the electronic signature credential issued by the U.S. Environmental Protection Agency (EPA) to sign
electronic documents submitted to EPA's Central Data Exchange (CDX). and as a representative for:
Electronic Signature Holder Company Information
Organization Name:
TEST
Address:
TEST
test
City, State. Zip:
TEST. VA 00000
Province:
Country:
US
Phone Number:
(703) 227-7445
E-mail Address:
cdctest@gn ail. com
Registrant's Name:
Mr John Doe
CDX User Name:
CDXTESTU SER3
(Name of Electronic Signature Holder)
(1) Agree to protect the electronic signature credential, consistmg of my Central Data Exchange (CDX) user
identification and password, from use by anyone except me. Specifically. I agree to maintain the secrecy of the
password: I will not divulge or delegate my user name and password to any other individual: I will not store my
password in an unprotected location: and I will not allow my password to be written mto computer scripts to
achieve automated login.
(2) Agree to contact the U.S. EPA CDX Help Desk at 1-888-890-1995 as soon as possible, but no later than 24
hours, after suspecting or determining that my user name and password have become lost, stolen or otherwise
compromised.
(3)1 agree to notify CDX within ten working days if my duties change and I no longer need to interact with the
CDX on behalf of my organization. I agree to make this notification by notifying the CDX Technical Support staff
at 1-888-890-1995 orhelpdesk@epa.gov.
(4) Understand that I will be informed through my registered electronic mail (e-mail) address whenever my user
identification or password have been modified.
(5) Understand that CDX reports the last date my user identification and password were used immediately after
successfully logging into CDX.
3l
5.3 RMAM Approval
For some program service roles, a user must wait for a program RMAM, an individual
responsible for the approval of program service role access requests, to grant access to the role.
In this case, the user will not be able to do anything beyond entering registration information. If
you have any issues waiting for the approval, you will need to reach out to the point of contact
for the program service.
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5.4 Registration Notifications
After completing the registration process, you will receive confirmation of successful registration
(see Exhibit 5-11). If you choose the paper ESA option, you will receive a confirmation email
when your role has been approved (see Exhibit 5-12).
Exhibit 5-11 shows a screen capture of a 'CDX Registration' email after you have successfully
registered with CDX:
Exhibit 5-11 CDX Registration - Role Activation Email
S5 | £
? "
CDX Registration Status Change (DEV) - Message (Plain Text)
- ~
X
File ]
Message
' *?
From:
To:
¦ helpdesk@epacdx.net
Sent: Tue 3/10/2015 10:31
SAM
Cc:
Subject:
CDX Registration Status Change (DEV)
Your Central Data Exchange (CDX) CDX Role has been activated by EPA.
CDX Registration Homepage
https://dev.epacdx.net
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Exhibit 5-12 shows a screen capture of the 'CDX Registration' email after you have changed a
role status or have successfully created an account with CDX and are awaiting approval:
Exhibit 5-12 CDX Registration - Role Status Change Email
B || £
) a ' ' |*
CDX Registration Status Change (DEV) - Message (Plain Text)
_ ~ X
I File l
Message
v
From:
To:
¦ helpdesk@epacdx.net
Sent: Tue 3/10/2015 11:46 AM
Cc:
Subject:
CDX Registration Status Change (DEV)
You have successfully created an account with EPA Central Data Exchange (CDX). You will be notified by e-mail when the account has been activated.
CDX Registration Homepage
https://dev.epacdx.net
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6 CSPP Application Specific User Role Guidance
After selecting the 'CSPP: Submissions for Chemical Safety and Pesticides Program' program
service you will need to select and register for proper role access. Roles are determined by the
specific CSPP application and may require additional inputs after selection. Choose roles based
on the permission needs of the registering user. This section will identify which role is best for
you to apply to, based on your individual needs. These roles include:
• Accreditation Body (AB) Authorized Official (AO)
• Accreditation Body (AB) Support
• Primary Authorized Official (AO)
• Primary Support
• Secondary Authorized Official (AO)
• Secondary Support
• Third-Party Certifier (TPC) Authorized Official (AO)
• Third-Party Certifier (TPC) Support
Users will not be able to register for the Primary Agent/Consultant role through the core
registration process. It will be a closed registration process meaning that a Primary AO must
identify an individual as a Primary Agent/Consultant via his/her email address. The Primary
Agent/Consultant will then review the sponsorship request.
6.1 Section 5 Notices and Supports User Role Guidance
Users registering under the CSPP workflow to submit Section 5 forms should refer to the
following guidance to determine under which user role(s) to register.
6.1.1 Primary Authorized Official
A Primary Authorized Official is the authorized official of a company who sponsors other users.
A user who meets the following criteria should register as a Primary Authorized Official:
• A user who needs to be able to create, edit, submit, or amend an initial Section 5 Notices and
Supports form. Any user whose company headquarters is a non-U.S. based company that
falls under this criteria should register as an AO, but will be unable to submit a form
• A user who must be able to assign Primary Supports
• A user who must be able to delete forms
• A user who may need to sponsor Primary Agents/Consultants
6J .2 Secondary Authorized Official
A Secondary Authorized Official is the authorized official of a company who sponsors
supporting users. A user who meets the following criteria should register as a Secondary
Authorized Official:
• A user who needs to be able to create, edit, submit, or amend a Joint Submission/Letter of
Support Submission for a PMN, Biotechnology, or Bona Fide Notice
• A user who must be able to assign Secondary Supports
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• A user who may need to sponsor Secondary Agents/Consultants
A user who is from a non-US based company can submit a Letter of Support for PMN,
Biotechnology, or Bona Fide Notices. A user from a non-U.S. based company cannot submit an
original Joint Submission for PMN or Biotechnology forms.
6.1.3 Primary Support
A user who meets the following criterion should register as a Primary Support:
• A user who needs to be able to edit an unlocked Section 5 Notices and Supports form,
including PMN, Biotechnology, Bona Fide Notice, NOC, Support, and/or ACM forms
6.1.4 Secondary Support
A user who meets the following criterion should register as a Secondary Support:
• A user who needs to be able to edit a Joint Submission/Letter of Support for PMN or
Biotechnology
• A user who needs to be able to edit a Letter of Support for a Bona Fide Notice
6.1.5 Primary Agent/Consultant
A Primary Agent/Consultant is a user sponsored by a Primary Authorized Official. A user who
meets the following criteria should register as a Primary Agent/Consultant:
• A user who is identified by a Primary Authorized Official to serve as an agent or consultant
to the sponsoring organization, and is able to create, edit, amend, or delete forms
• An agent/consultant who will not have the authority to submit original main forms, including
PMN, Biotechnology, Bona Fide, or NOC forms. However, this user may submit Support
and ACM forms
• A user who will not be able to assign forms to Primary Support users
A user will not be able to register for the Primary Agent/Consultant role through the core
registration process. It will be a closed registration process meaning that a Primary AO must
identify an individual as a Primary Agent/Consultant via his/her email address. The Primary
Agent/Consultant will then review the sponsorship request.
6.1.6 Secondary Agent/Consultant
A Secondary Agent/Consultant is a user who will be sponsored by a Secondary Authorized
Official. A user who meets the following criteria should register as a Secondary
Agent/C onsultant:
• A user who needs to be able to create/edit a Joint Submission for a PMN or Biotechnology
form
• A user who needs to be able to create/edit a Letter of Support for a PMN, Biotechnology, or
Bona Fide Notice
• A user who will not be able to submit original Letters of Support/Joint Submissions
• A user who will not be able to assign forms to Secondary Support users
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A user will not be able to register for the Secondary Agent/Consultant role through the core
registration process; it will be a closed registration process meaning that a Secondary AO must
identify an individual as a Secondary Agent/Consultant via their email address. The Secondary
Agent/Consultant will then review the sponsorship request.
Exhibit 6-1 displays a table of the capabilities of user roles within the Section 5 Notices and
Supports application:
Exhibit 6-1 Section 5 Notices and Supports User Role Matrix
Leaend
X=Can Perform Function
~
&
t/
0^
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CDXr
6.2 Chemical Data Reporting (2012-2016) User Role Guidance
Users registering under the CSPP workflow for submitting CDR forms should refer to the
following guidance to determine under which user role(s) to register.
6.2. 1 Primary Authorized Official
A Primary Authorized Official is the authorized official of a company who assigns Primary
supporting users. A user who meets the following criteria should register as a Primary
Authorized Official:
• A user who must be able to create, edit, submit, delete, or amend CDR Forms (Parts 1-3)
forms
• A user who must be able to assign Primary Supports
Any user whose company headquarters is a non-U.S. based company that falls under this criteria
should also register as an AO but will be unable to submit a form.
6.2.2 Secondary Authorized Official
A Secondary Authorized Official is the authorized official of a company who assigns secondary
supporting users. A user who meets the following criteria should register as a Secondary
Authorized Official:
• A user who needs to be able to create, edit, submit, or amend Joint CDR Form Us (Part 4)
• A user who must be able to assign Secondary Supports
6.2.3 Primary Support
A user who meets the following criterion should register as a Primary Support:
• A user who must be able to edit unlocked CDR Forms (Parts 1-3)
6.2.4 Secondary Support
A user who meets the following criterion should register as a Secondary Support:
• A user who must be able to edit unlocked Joint CDR Form Us (Part 4)
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Exhibit 6-2 shows a displays a table of the capabilities of user roles within the CDR application:
Exhibit 6-2 CDR 2012-2016 User Roles Matrix
LeoerxJ
X=Can Perform Function
\
/
/
CDR Forms (Parts 1-3)
Create forms
X
Submit forms
X
Submit amendments
X
Unlock forms
X
Edit unlocked forms
X
X
Delete forms
X
Assign Supports
X
CDR Forms (Part 4)
Create forms
X
Submit forms
X
Submit amendments
X
Unlock forms
X
Edit unlocked forms
X
X
Delete forms
X
Assign Supports
X
6.3 Chemical Data Reporting (2020) User Role Guidance
Users registering under the CSPP workflow for submitting CDR 2020 forms should refer to the
following guidance to determine under which user role(s) to register.
6.3. 1 Primary Authorized Official
A Primary Authorized Official is the authorized official of a company who assigns Primary
supporting users. A user who meets the following criteria should register as a Primary
Authorized Official:
• A user who must be able to create, edit, submit, delete, or amend CDR forms as a
manufacturing, contracting, or producing company
• A user who must be able to assign Primary Supports
Any user whose company headquarters is a non-U.S. based company that falls under this criteria
should also register as an AO, but will be unable to submit a form.
6.3.2 Secondary Authorized Official
A Secondary Authorized Official is the authorized official of a company who assigns secondary
supporting users. A user who meets the following criteria should register as a Secondary
Authorized Official:
• A user who needs to be able to create, edit, submit, or amend Joint CDR Forms as an
exporter
• A user who must be able to assign Secondary Supports
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6.3.3 Primary Support
A user who meets the following criterion should register as a Primary Support:
• A user who must be able to edit unlocked CDR forms
6.3.4 Secondary Support
A user who meets the following criterion should register as a Secondary Support:
• A user who must be able to edit unlocked Joint CDR forms
6.3.5 Primary Agent/Consultant
A Primary Agent/Consultant is a user sponsored by a Primary Authorized Official. A user who
meets the following criteria should register as a Primary Agent/Consultant:
• A user who is identified by a Primary Authorized Official to serve as an agent or consultant
to the sponsoring organization, and is able to create, edit, amend, or delete forms
• An agent/consultant who will not have the authority to submit original forms
• A user who will not be able to assign forms to Primary Support users
A user will not be able to register for the Primary Agent/Consultant role through the core
registration process. It will be a closed registration process meaning that a Primary AO must
identify an individual as a Primary Agent/Consultant via his/her email address. The Primary
Agent/Consultant will then review the sponsorship request.
6.3.6 Secondary Agent/Consultant
A Secondary Agent/Consultant is a user who will be sponsored by a Secondary Authorized
Official. A user who meets the following criteria should register as a Secondary
Agent/C onsultant:
• A user who needs to be able to create/edit a Joint Submission for a CDR form
• A user who will not be able to submit original Joint Submissions
• A user who will not be able to assign forms to Secondary Support users
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Exhibit 6-3 displays a table of the capabilities of user roles within the CDR 2020 application:
Exhibit 6-3 CDR 2020 User Role Matrix
Legend
Primary
Primary
Agent /
Consultant
Primary
Secondary
Secondary
Secondary
Agent /
Consultant
X=Can Perform Function
AO
Support
AO
Support
Contracting &
Producing Company &
Manufacturer
Joint Submitter (Secondary or
Tertiary)
US &
US &
US &
US &
US &
US &
non-US
non-US
non-US
non-US
non-US
non-US
Primary Form
Create Primary Form
X
X
Creates Passphrase
X
X
Generate Joint Submission Unique ID
X
X
Generate Producing Company Unique ID
X
X
Edit Primary Form
X
X
X
Submit an original Primary Form
X
Unlock Form Submission (Create an amendment)
X
X
Submit an Amendment of a Form
X
X
Assign Supports
X
Joint Submitter (Secondary or Tertiary)
Create Joint Form
X
X
Create Passphrase
X
X
Edit Joint Form
X
X
X
Unlock Joint Submission (Create an amendment)
X
X
Submit an original Joint Submission
X
Submit an Amendment of a Joint Form
X
X
Generate Tertiary Submission Unique ID
X
X
X
Assign Supports
X
6.4 Section 8(a) Nanoscale Materials User Role Guidance
Users registering under the CSPP workflow for submitting Section 8(a) Nanoscale Materials
forms should refer to the following guidance to determine under which user role(s) to register.
6.4.1 Primary Authorized Official
A Primary Authorized Official is the authorized official of a company who sponsors other users.
A user who meets the following criteria should register as a Primary Authorized Official:
• A user who must be able to create, edit, submit, delete, or amend Section 8(a) Nanoscale
Materials Notices and Support forms
• A user who must be able to assign Support users
• A user who may need to sponsor Primary Agents/Consultants
Any user whose company headquarters is a non-U.S. based company that falls under this criteria
should also register as an AO but will be unable to submit a form
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6.4.2 Primary Support
A user who meets the following criterion should register as a Primary Support:
• A user who must be able to edit initial or amend unlocked Section 8(a) Nanoscale Materials
Notice and Support forms
6.4.3 Primary Agent/Consultant
A Primary Agent/Consultant is a user sponsored by a Primary Authorized Official. A user who
meets the following criteria should register as a Primary Agent/Consultant:
• A user who is identified by a Primary AO to serve as an agent or consultant to the sponsoring
organization, and is able to create, edit, amend, or delete Notice and Support forms
• An agent/consultant who will not have the authority to submit initial Notice forms. However,
this user may submit Support forms and unlocked, amended Notice forms
• A user who will not be able to assign forms to Support users
A user will not be able to register for the Primary Agent/Consultant role through the core
registration process; it will be a closed registration process meaning that a Primary AO must
identify an individual as a Primary Agent/Consultant via his/her email address. The Primary
Agent/Consultant will then review the sponsorship request.
Exhibit 6-4 displays a table of the capabilities of user roles within the Section 8(a) Nanoscale
Materials application:
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Exhibit 6-4 Section 8(a) Nanoscale Materials User Role Matrix
Legend
X=Can Perform Function
& V*
/*
//
Y-°>
& &
J? bp
A
J> ;£>
A?
us
non-US
us
non-US
us
non-US
Notice forms
Create all oriainal main forms
X
X
X
X
Submit oriainal main forms
X
Submit amendments (by editing the main
forms)
X
X
X
X
Unlock all main forms
X
X
X
X
Edit unlocked main forms
X
X
X
X
X
X
Delete forms
X
X
X
X
Assign Supports
X
X
Sjpport forms
Create Support forms
X
X
X
X
Submit oriainal SuoDort forms
X
X
X
X
Submit amendments (by editing the main
forms)
X
X
X
X
Unlock support forms
X
X
X
X
Edit unlocked supportforms
X
X
X
X
X
X
Delete forms
X
X
X
X
Assign Supports
X
X
6.5 Section 8(b) - eNOA User Role Guidance
Users registering under the CSPP workflow for submitting Section 8(b) Notice of Activity (NAA
and NAB) forms should refer to the following guidance to determine under which user role(s) to
register.
6.5.1 Primary Authorized Official
A Primary Authorized Official is the authorized official of a company who sponsors other users.
A user who meets the following criteria should register as a Primary Authorized Official:
• A user who needs to be able to create, edit, submit, delete, or amend a Section 8(b) Notice of
Activity (NAA and NAB) form. Any user whose company headquarters is a non-U.S. based
company that falls under this criteria should also register as an AO but will be unable to
submit a form
• A user who must be able to assign Support roles
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• A user who may need to sponsor Primary Agents/Consultants
6.5.2 Secondary Authorized Official
A Secondary Authorized Official is the secondary authorized official of a company who
sponsors supporting users. A user who meets the following criteria should register as a
Secondary Authorized Official:
• A user who needs to be able to create, edit, submit, or amend Joint Section 8(b) Notice of
Activity (NAA and/orNAB) forms
• A user who must be able to assign Support roles
• A user who may need to sponsor Secondary Agents/Consultants
6.5.3 Primary Support
A user who meets the following criterion should register as a Primary Support:
• A user who needs to be able to edit an initial or amend an unlocked Section 8(b) Notice of
Activity (NAA and/or NAB) form to which they are assigned
6.5.4 Secondary Support
A user who meets the following criterion should register as a Secondary Support:
• A user who needs to be able to amend an unlocked Joint Section 8(b) Notice of Activity
(NAA and/or NAB) form
6.5.5 Primary Agent/Consultant
A Primary Agent/Consultant is a user sponsored by a Primary Authorized Official. A user who
meets the following criteria should register as a Primary Agent/Consultant:
• A user who is identified by a Primary AO to serve as an agent or consultant to the sponsoring
organization
• A user who needs to be able to create, edit, or delete initial forms
• A user who needs to be able to edit and submit unlocked Section 8(b) Notice of Activity
(NAA and/or NAB) forms, for amendment, to which they are assigned
• A user who does not need able to assign forms to Primary Support users
A user will not be able to register for the Primary Agent/Consultant role through the core
registration process; it will be a closed registration process meaning that a Primary AO must
identify an individual as a Primary Agent/Consultant via his/her email address. The Primary
Agent/Consultant will then review the sponsorship request.
6.5.6 Secondary Agent/Consultant
A Secondary Agent/Consultant is the user who will be sponsored by a Secondary Authorized
Official. A user who meets the following criteria should register as a Secondary
Agent/C onsultant:
• A user who needs to be able to create/edit a Joint Section 8(b) Notice of Activity (NAA
and/or NAB) form
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• A user who does not need to be able to submit Joint Section 8(b) Notice of Activity (NAA
and/or NAB) forms or assign forms to Support roles
A user will not be able to register for the Secondary Agent/Consultant role through the core
registration process; it will be a closed registration process meaning that a Secondary AO must
identify an individual as a Secondary Agent/Consultant via their email address. The Secondary
Agent/Consultant will then review the sponsorship request.
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Exhibit 6-5 displays a table of the capabilities of user roles within the Section 8(b) - eNOA
application:
Exhibit 6-5 Section 8(b) - eNOA User Role Matrix
Legend
X = Can Perform Function
/
/
/
/
/
/
/
//
4 d>
/
s
(Primary Company
Authorized Official)
(Primary Sponsored
Authorized Official)
(Secondary Company
Authorized Official)
(Secondary Sponsored
Authorized Official)
US non-US
US | non-US
US 1 non-US
US | non-US
US | non-US
US 1 non-US
Forms (Notice of Activity - A (NAA),
Notice of Activity - B (NAB))
Create all original forms
X
X
X
X
Submit original forms
X
Submit amendments (by editing the
main forms)
X
X
X
X
Unlock all forms
X
X
X
X
Edit unlocked forms
X
X
X
X
X
X
Delete forms
X
X
X
X
Assign Supports
X
X
Joint Submissions
Create Joint for NAA or NAB
X
X
X
X
Submit original Joint for NAA or
NAB
X
X
Submit amendments to Joint forms
X
X
X
X
Unlock Joint for NAA or NAB
X
X
X
X
Edit unlocked Joint forms
X
X
X
X
X
X
Delete forms
X
X
X
X
Assign Supports
X
X
6.6 Section 8(e) Notice User Role Guidance
Users registering under the CSPP workflow for submitting Section 8(e) Notice forms should
refer to the following guidance to determine under which user role(s) to register.
6.6. 1 Primary Authorized Official
The Primary AO is the person legally responsible for the submission of all required Section 8(e)
Notice data for the reporting company. A user who meets the following criteria should register as
a Primary Authorized Official:
• A user who needs to be able to create, edit, and/or delete a submission
• A user who must be able to assign Support users to edit and compete a submission on their
behalf
• A user who is responsible for the final Section 8(e) Notice submission
6.6.2 Primary Support
A user who meets the following criteria should register as a Primary Support:
• A user who needs to be able to complete or edit submissions assigned to them by a Primary
AO
• A user who does not need to be able to create, submit, or delete a submission
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Exhibit 6-6 displays a table of the capabilities of user roles within the Section 8(e) Notice
application:
Exhibit 6-6 Section 8(e) User Role Matrix
Leaend
X=Can Perform Function
\
\
\
Create forms
X
Submit forms
X
Submit amendments
X
Unlock forms
X
Edit unlocked forms
X
X
Delete forms
X
Assign Supports
X
6.7 Title VI User Role Guidance
Users registering under the CSPP workflow for submitting Title VI forms should refer to the
following guidance to determine under which user role(s) to register.
6.7. 1 Accreditation Body Authorized Official
The AB Authorized Official is responsible for the submission of original main forms, including
AB Application for EPA Recognition, TPC Failure to Comply Notification, TPC Laboratory
Failure to Comply Notification, Product AB Annual Report, or Laboratory AB Annual Report
forms. A user who meets the following criteria should register as an Accreditation Body
Authorized Official:
• A user who needs to create a new form, submit amendments, and delete forms
• A user who needs to assign Supports (or other authorized individuals) to edit and complete a
form on their behalf
6.7.2 Accreditation Body Support
The AB Support is designated by an AB Authorized Official to provide supporting information
on behalf of a company. A user who meets the following criteria should register as an
Accreditation Body Support:
• A user who needs to be able to enter and modify data for a form created by the AB
Authorized Official for which they have been assigned
• A user who does not need to be able to create, submit, or delete a form
An AB Support may work on behalf of a United States (U.S.)-based company or a non-U.S.
based company.
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6.7.3 Third-Party Certifier Authorized Official
The TPC Authorized Official is responsible for the submission of original main forms, including
Third-Party Certifier Applications, Failed Quarterly Tests, Quality Control Limit Exceedances,
Reduced Testing and Exemption Notifications, and TPC Annual Report forms. A user who
meets the following criteria should register as a Third-Party Certifier Authorized Official:
• A user who needs to be able to create a new form, submit amendments, and delete forms
• A user who needs to assign Supports (or other authorized individuals) to edit and complete a
form on their behalf
6.7.4 Third-Body Certifier Support
The Third-Party Certifier Support is designated by a Third-Party Certifier AO to provide
supporting information on behalf of a company. A user who meets the following criteria should
register as a Third-Party Certifier Support:
• A user who needs to be able to enter or modify data for a form created by the Third-Party
Certifier AO for which they have been assigned
• A user who does not need to create, submit or delete a form
Exhibit 6-7 displays a table of the capabilities of user roles within the TSCA Title VI application:
Exhibit 6-7 TSCA Title VI User Role Matrix
Leaend
X=Can Perform Function
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6.8. 1 Primary Authorized Official
The Primary AO is the person legally responsible for the submission of all required Section
12(b) Export Notification data for the reporting company. Any user whose company
headquarters is a non-U.S. based company that falls under this criteria should also register as a
Primary AO but will be unable to submit a form. A user who meets the following criteria should
register as a Primary Authorized Official:
• A user who needs to be able to create, edit, and/or delete a submission
• A user who must be able to assign Support users to edit and compete a submission on their
behalf
• A user who is responsible for the final Section 12(b) Export Notification submission
6.8.2 Primary Support
A user who meets the following criteria should register as a Primary Support:
• A user who needs to be able to complete or edit submissions assigned to them by a Primary
AO
• A user who does not need to be able to create, submit, or delete a submission
6.8.3 Primary Agent/Consultant
A Primary Agent/Consultant is a user sponsored by a Primary Authorized Official. A user who
meets the following criteria should register as a Primary Agent/Consultant:
• A user who is identified by a Primary AO to serve as an agent or consultant to the sponsoring
organization
• A user who is able to create, edit, or delete forms to which they are assigned
• A user who is able to edit and submit unlocked amendments to which they are assigned
• A user who will not be able to assign forms to Support users
A user will not be able to register for the Primary Agent/Consultant role through the core
registration process; it will be a closed registration process meaning that a Primary AO must
identify an individual as a Primary Agent/Consultant via his/her email address. The Primary
Agent/Consultant will then review the sponsorship request.
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Exhibit 6-8 displays a table of the capabilities of user roles within the Section 12(b) Export
Notification application:
Exhibit 6-8 Section 12(b) User Role Matrix
Lcacnd
/
A
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CDXr
6.9.3 Primary Agent/Consultant
A Primary Agent/Consultant is a user sponsored by a Primary Authorized Official. A user who
meets the following criteria should register as a Primary Agent/Consultant:
• A user who is identified by a Primary AO to serve as an agent or consultant to the sponsoring
organization
• A user who is able to create, edit, or delete forms to which they are assigned
• A user who is able to amend and submit unlocked forms to which they are assigned
• A user who will not be able to assign forms to Support users
A user will not be able to register for the Primary Agent/Consultant role through the core
registration process; it will be a closed registration process meaning that a Primary AO must
identify an individual as a Primary Agent/Consultant via his/her email address. The Primary
Agent/Consultant will then review the sponsorship request.
Exhibit 6-9 displays a table of the capabilities of user roles within the Risk Evaluation Rule
application:
Exhibit 6-9 Risk Evaluation Rule User Role Matrix
Leaend
X=Can Perform Function
A*
S
J"
s/
if
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CDXr
6.10.1 Primary Authorized Official
A Primary Authorized Official is the person legally responsible for the submission of all required
FYI data for the reporting company. A user who meets the following criteria should register as a
Primary Authorized Official:
• A user who needs to be able to create, edit, and/or delete a submission
• A user who must be able to assign Support users to edit and complete a submission on their
behalf
• A user who is responsible for the final FYI submission
6J0.2 Primary Support
A user who meets the following criteria should register as a Primary Support:
• A user who needs to be able to complete or edit submissions assigned to them by a Primary
Authorized Official
• A user who does not need to be able to create, submit, or delete a submission
Exhibit 6-10 displays a table of the capabilities of user roles within the For Your Information
(FYI) application:
Exhibit 6-10 FYI User Role Matrix
Leoend
X=Can Perform Function
& &
/*
//
//
US
non-US
us
non-US
Risk Evaluation forms
Create forms
X
X
Submit forms
X
X
Submit amendments
X
X
Unlock forms
X
X
Edit unlocked forms
X
X
X
X
Delete forms
X
X
Assign Supports
X
X
6.11 Section 4
Users registering under the CSPP workflow for submitting Section 4 forms should refer to the
following guidance to determine under which user role(s) to register.
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6.11.1 Primary Authorized Official
A Primary Authorized Official is the person legally responsible for the submission of all required
Section 4 data for the reporting company. A user who meets the following criteria should register
as a Primary Authorized Official:
• A user who needs to be able to create, edit, and/or delete a submission
• A user who must be able to assign Support users to edit and complete a submission on their
behalf
• A user who is responsible for the final Section 4 submission
6J1.2 Primary Support
A user who meets the following criteria should register as a Primary Support:
• A user who needs to be able to complete or edit submissions assigned to them by a Primary
Authorized Official
• A user who does not need to be able to create, submit, or delete a submission
Exhibit 6-11 displays a table of the capabilities of user roles within the Section 4 application:
Exhibit 6-11 Section 4 User Role Matrix
Leciend
X=Can Perform Function
s
Create forms
X
Submit forms
X
Submit amendments
X
Unlock forms
X
Edit unlocked forms
X
X
Delete forms
X
Assign Supports
X
6.12 Mercury Electronic Reporting (MER)
Users registering under the CSPP workflow for submitting Mercury Electronic Reporting forms
should refer to the following guidance to determine under which user role(s) to register.
6.12.1 Primary Authorized Official
A Primary Authorized Official is the person legally responsible for the submission of all required
mercury data for the reporting company. A user who meets the following criteria should register
as a Primary Authorized Official:
• A user who needs to be able to create, edit, and/or delete a submission
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• A user who must be able to assign Support users to edit and complete a submission on their
behalf
• A user who is responsible for the final Mercury Electronic Reporting submission
6J2.2 Primary Agent/Consultant
A user who meets the following criteria should register as a Primary Agent/Consultant:
• A user who has been hired to serve as a consultant for the company of the sponsoring AO
• A user who can potentially start and/or complete a MER form
• A user who has the ability to submit an amendment
6J2.3 Primary Support
A user who meets the following criteria should register as a Primary Support:
• A user who needs to be able to complete or edit submissions assigned to them by a Primary
Authorized Official
• A user who does not need to be able to create, submit, or delete a submission
Exhibit 6-12 displays a table of the capabilities of user roles within the Mercury Electronic
Reporting application:
Exhibit 6-12 Mercury Electronic Reporting User Role Matrix
Legend
X=Can Perform Function
Primary
Authorized
Official
Primary Agent/
Consultant
Primary
Support
US
US
US
MER form
Create all oriqinal forms
X
X
Submit oriqinal forms
X
Submit amendments (by editing the form)
X
X
Unlock all forms
X
X
Edit unlocked forms
X
X
X
Delete forms
X
X
Assign Supports
X
Receive EPA Communications
X
X
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7 CDX Role Sponsorship Registration
The role sponsorship registration process is recommended for specific users reporting under
TSCA Section 5, Section 8(a) Nanoscale Materials, Section 8(b) - eNOA, Section 12(b) Export
Notification, or Risk Evaluation Rule. These users are likely not a part of the main organization,
but have been hired to consult for an organization.
To begin the process of identifying a separate user as an Agent/Consultant, log into the CDX
account identified as a Primary AO and deactivate the existing Primary AO role. The Primary
AO will log back into the CDX account, re-add the Primary AO role, log out and log back in,
and access the 'Role Sponsorship' tab. This process is necessary because a user needs to re-
establish their role with sponsorship provisioning.
7.1 Electronic Signature Agreement
After registering as a Primary AO, log into CDX and complete the eSig-PIN questions (see
Exhibit 7-1). The application does not accept the same answer for each challenge question.
• Challenge Question 1 (required)
• Challenge Question 1 Answer (required)
• Challenge Question 2 (required)
• Challenge Question 2 Answer (required)
• Challenge Question 3 (required)
• Challenge Question 3 Answer (required)
• Challenge Question 4 (required)
• Challenge Question 4 Answer (required)
• Challenge Question 5 (required)
• Challenge Question 5 Answer (required)
You can select the challenge question from the drop-down menu and provide a unique response
for each challenge question in the text field. Click the 'Save Answers' button to activate the
'Role Sponsorship' tab on the 'MyCDX' page.
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Exhibit 7-1 shows a screen capture of the 'Electronic Signature Agreement' screen:
Exhibit 7-1 Electronic Signature Agreement Screen
cvFPA
L.I a% United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDXr Central Data Exchange
CDX Registration: Additional Verification
3 Contact Us
Logged in as CD5CTESTUSER1 (Loo out)
1. Identity Verification V y 2. Electronic Signature Agreement
You are registered for a program that requires eSignature PIN Verification, Please select five (5) challenge questions and answers.
The questions that you select should be questions that you can remember, but difficult for anyone else to guess.
Select 5 Challenge Questions and Answers
) What is the first and middle name of your oldest sibling? *
] What is your favorite vacation destination? T
] What is your favorite TV show? *
What is the name of your home town newspaper? *
What is your favorite hobby? *
Save Answers
OPPT CIS CDX CSPP Registration User Guide
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Exhibit 7-2 shows a screen capture of the 'MyCDX' screen:
Exhibit 7-2 MyCDX Screen
&EPA
kl M \ United States Environmental Protection Agency
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CDXr Central Data Exchange
a Contact Us
Logged in as CDXTESTUSER1 (Loo out)
MyCDX
Inbox
My Profile Role Sponsorship Submission History
Services
Manage
Status
* Proarani Service Name
» Role -
&
CSPP: Submissions for Chemical
Safety and Pesticide Programs
Primary Authorized Official
CDX Service Availability
See the status for all program services
News and Updates
CDX: CDX Web will now utilize a brand new
responsive layout. This will allow for a dynamic
display depending on how CDX is accessed.
Whether through a mobile device, a tablet, or a
desktop browser, the site will automatically adapt
for optimal viewing on any screen.
September 04 2014
Add Program Service ¦ Manage Your Program Services
7.2 Role Sponsorship
Click the 'Role Sponsorship' tab to identify a new or current user who will serve as an
Agent/C on sul tant.
The 'Role Sponsorship' screen displays various options available, including initiating the role
sponsorship process, approving/denying sponsorship requests, and viewing/modifying existing
privileges.
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Exhibit 7-3 shows a screen capture of the 'Role Sponsorship' screen:
Exhibit 7-3 Role Sponsorship Screen
&EPA
kl M m United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDXc Central Data Exchange
S Contact Us
Logged in as CDXTESTUSER1 (Log out)
MyCDX
Inbox
My Profile
Role Sponsorship
Submission History
You are here: Role Sponsorship Tools
Role Sponsorship Tools
Tool
Description
Role Sponsorship/Invitation
Initiate and inform users of request to authorize service access
Pendina SoonsorshiD Reauests
List and approve/deny requests for service access
Access Manaaement
View and/or modify existing privileges
7.3 Role Sponsorship/Invitation
The 'Role Sponsorship/Invitation' screen is the next step in identifying a user as an Authorized
Official who wishes to sponsor under the Agent/Consultant user role.
In the 'Step 1: Recipient Information' field set, an Authorized Official enters the email address
of the user to sponsor as an Agent/Consultant.
In the 'Step 2: Sponsorship Information' field set, an Authorized Official selects the program
service that a potential Agent/Consultant will be working under (i.e., 'Submissions for Chemical
Safety and Pesticide Programs'), and selects the appropriate role from the 'Role' drop-down
menu.
Click the 'Submit' button to navigate to the 'Role Sponsorship Review' screen (see Exhibit 7-5).
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Exhibit 7-4 shows a screen capture of the 'Role Sponsorship/Invitation' screen:
Exhibit 7-4 Role Sponsorship/Invitation Screen
A.CDA
United States Environmental Protection Agency
&ERA
kl m % United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDX? Central Data Exchange
S Contact Us
Logged in as CDXTESTUSER1 (Loo out!
MyCDX
Inbox
My Profile
Role Sponsorship
Submission History
You are here: Role Sponsorship Tools» Role Sponsorship/Invitation
Role Sponsorship
The asterisk (*) denotes a required field.
Step 1: Recipient Information
Provide the email address of the user you wish to
sponsor. If the user does not already exist in CDX,
you can either try a different email address or invite
the new user to create a CDX account.
Email *
Step 2: Sponsorship Information
Provide the information for the role you wish to
sponsor.
Program Service *
I
Role *
Submit ¦ Back
7.3.1 Role Sponsorship Review
The 'Role Sponsorship Review' screen displays the details of the role sponsorship, including the
program service, user role, and email address of the identified Agent/Consultant.
The AO will indicate whether the provided email address is correct or incorrect and provide
updates if necessary.
To proceed with the role sponsorship process, select the 'Yes, the provided email address is
correct' radio button and click the 'Submit' button. If you select the 'No, the provided email
address is incorrect and must be updated' radio button, click the 'Back' button and re-enter the
agent/consultant user information. A pop-up window displays to confirm the email address of the
specified Agent/Consultant (see Exhibit 7-6). You must enter the email address of the specified
Agent/Consultant before the application generates the email invitation. Multiple confirmations
are required to confirm email address accuracy.
Click the 'Confirm' button to generate an email that will be sent to the identified
Agent/Consultant. As an Agent/Consultant, you will receive an email to review or cancel the
sponsorship request. Click the 'review this sponsorship' link within the email to generate the
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'Sponsorship Information' screen. Click the 'cancel this sponsorship request' link within the
email to cancel the sponsorship request (see Exhibit 7-7).
Exhibit 7-5 shows a screen capture of the 'Role Sponsorship Review' screen:
Exhibit 7-5 Role Sponsorship Review Screen
A EPA
United States Environmental Protection Agency
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S Contact Us
Logged in as CDXTESTUSER1 (log outt
MyCDX Inbox My Profile
Role Sponsorship
Submission History
You are here: Role Sponsorship Tool5» Role Sponsorship/Invitations Role Sponsorship/Invitation Review
Role Sponsorship Review
Registration Information
Program Service
Role
Email
Submissions for Chemical Safety and Pesticide Programs
Primary Agent/Consultant
john.doe@test.com
Yes, the provided email address is correct.
No, the provided email address is incorrect and must be updated.
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Exhibit 7-6 shows a screen capture of the 'Email Confirmation' pop-up window:
Exhibit 7-6 Email Confirmation Pop-Up Window
SEPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CD& Central Data Exchange
Logged in as CDXTESTIISER1 i Loo
MyCOX Inbox | My Profile
Role Sponsorship
Submission History
Yon are here: F
tools» Role
t;liii]/Invitat!on» Role Sponsorship/Invitation Review
Role Sponsorship Review
r
w
Program Service
Role
Email
Yes, the provided
No, the provided«
Email Confirmation
Please confirm the provided email address before sending the invitation.
Email *
john.doe@test.com
Confirm Email *
Confirm ¦ Cancel
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Exhibit 7-7 shows a screen capture of the 'CDX Role Sponsorship Request' email:
Exhibit 7-7 CDX Role Sponsorship Request Email
H E
T * • Central Data Exchange Sponsorship Request (DEV) - Message (HTML)
X
~
I _File, 1
Message
V if
From:
To:
Sent: Mon 3/9/2015 12:46 PM
Cc:
Subject:
Central Data Exchange Sponsorship Request (DEV)
[Primary User Name] with registered email address [Primary User Email Address] has requested to sponsor you for the [Secondary Role] role.
Program Service: [Program Sendee]
Role: [Secondary Role]
Facility ID: [Program ID. if available]
You may review this sponsorship and follow the instructions after being redirected to the CDX application.
You may cancel this sponsorship request.
Plense do not reply to this message. If you have questions concerning this message, you may contact CDX Help Desk by email at
helpdesk@epacdx.net or by calling the CDX Technical Support Staff through our toll free telephone support on 888-890-1995 between Monday
through Friday from 8:00 am to 6:00 pm EST/EDT. For International callers, the CDX Help Desk can also be reached at (970) 494-5500.
CDX Registration Homepage
https://dev.epacdx.net
United States Environmental Protection Agency - Central Data Exchange
7.3.2 Sponsorship Information
The 'Sponsorship Information' page displays when a potential Agent/Consultant clicks the
'review this sponsorship' link within the Agent/Consultant sponsorship email. A potential
Agent/Consultant has the option to log into an existing account, or create a new account.
If a user chooses to create a new account, click the 'Create New Account' button on the
'Sponsorship Information - Log-In' page (see Exhibit 7-8). This displays an additional
'Sponsorship Information' page where a potential Agent/Consultant must approve or reject a
CDX official's request to view your contact information to sponsor you for the corresponding
Agent/Consultant role (see Exhibit 7-9).
If a user chooses to log into an existing account, select the user ID from the 'User ID' drop-down
menu, enter the password, and click the 'Log In' button to log into your CDX account.
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Exhibit 7-8 shows a screen capture of the 'Sponsorship Information - Log-In' screen:
Exhibit 7-8 Sponsorship Information - Log-in Screen
A EPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help
CDX- Role Sponsorship Process
You are here: Role Sponsorship
Sponsorship Information
Email
Program Service
Role
John Doe@test com
Submissions for Chemical Safety and Pesticide Programs
Primary Agent/Consultant
You have been sponsored for a CDX role. Since you have an existing account, you may enter your CDX user ID and password to
link the role to your account. If you do not already have a CDX account you may create a new one.
If you experience issues or need assistance with the sponsorship process, please call the CDX Help Desk toll-free line at 888-890-
1995. (970) 494-5500 for callers from Puerto Rico and Guam.
Log in to existing account
User ID
Password
Log In ¦ Create New Account
Click the 'Approve' button to navigate to the 'Account Registration' page and enter in the user
and organization information of the user who logged in to identify himself/herself as a primary
agent/consultant.
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Exhibit 7-9 shows a screen capture of the ' Sponsorship Information' screen:
Exhibit 7-9 Sponsorship Information Screen
CDXr Role Sponsorship Process
S Contact Us
You are here: Role Sponsorship» Role Sponsorship Review
Email
Program Service
Role
Submissions for Chemical Safety and Pesticide Programs
Primary Agent/Consultant
A CDX official for the program service above is requesting to view your contact information to sponsor you for the corresponding
role. You may choose to approve or reject this request by making the appropriate selection below.
Approve ¦ Reject
Verify the user and organization information of the user who logged in to identify himself/herself
as a primary agent/consultant on the 'Account Registration' screen.
Select the 'Select a Current Organization' radio button to select a current organization or select
the 'Request to Add an Organization' radio button to add a new organization.
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Exhibit 7-10 shows a screen capture of the 'Account Registration' screen.
Exhibit 7-10 Account Registration Screen (Scroll 1)
A EPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDXr Role Sponsorship Process
You are here: Role Sponsorship » Role Sponsorship Review » Account Registration
25 Contact Us
Logged in as CDXTESTUSER1 fLoc out)
Registration Information
Program Service CSPP
Role Primary Agent/Consultant
The following information was entered by a CDX user on your behalf. Please review and make any modifications before completing
your profile information. Fields with asterisks (*) indicate required fields.
Part 1: User Information
The program you are registering for requires additional proof of identity. Later in the registration process you will be given the
option to use LexisNexis, an identity proofing service. LexisNexis will pull your first, middle and last name exactly as it is
entered on this page.
User ID * CDXTESTUSER1
Prefix
Mr
First Name *
John
Middle Initial
Last Name *
Doe
Suffix
Part 2: Organization Info
Select a Current Organization
® Request to Add an Organization
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Exhibit 7-11 shows a screen capture of the 'Account Registration' screen (Scroll 2):
Exhibit 7-11 Account Registration Screen (Scroll 2)
Part 1: User Information
The program you are registering for requires additional proof of identity. Later in the registr ation process you will be given the
option to use LexisNexis, an identity proofing service. LexisNexis will pull your first, middle and last name exactly as it is
entered on this page.
User ID * CDXTESTUSER1
Prefix
Mr
First Name *
John
Middle Initial
Last Name *
Doe
Suffix
Part 2: Organization Info
Select a Current Organization
~ Request to Add an Organization
Search for your organization using the text box below. You may search by entering the Organization Name or the
Organization ID.
Back
After adding an organization, an email will be sent to the sponsoring Authorized Official to
indicate that the Agent/Consultant sponsorship requires approval. As an AO, click the 'review
this sponsorship request' link within the email to be directed to the 'Role Sponsorship Login'
screen.
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Exhibit 7-12 shows a screen capture of the 'CDXRole Sponsorship Request' email:
Exhibit 7-12 CDX Role Sponsorship Request Email
[Secondary User Name] with registered email address [Secondary Email Address] is requesting your sponsorship for the following [Secondary Role] role.
Contact Organization: [Secondary Organization]
Program Service: [Program Service]
Role: [Secondary Role]
Program ID: [Program ID, if applicable]
You may review this sponsorship request and follow the instructions after being redirected to the CDX application.
You may cancel this sponsorship request.
Please do not reply to this message. If you have questions concerning this message, you may contact CDX Help Desk by email at helpdesk(a>epacdx.net or by calling
the CDX Technical Support Staff through our toll free telephone support on 888-890-1995 between Monday through Friday from 8:00 am to 6:00 pm EST/EDT. For
International callers, the CDX Help Desk can also be reached at (970) 494-5500.
CDX Registration Homepage
https://dev.epacdx.net
United States Environmental Protection Agency - Central Data Exchange
Enter your password on the 'Role Sponsorship Login' screen and click the 'Log In' button to log
into your CDX account.
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Exhibit 7-13 shows a screen capture of the 'Role Sponsorship Login' screen:
Exhibit 7-13 Role Sponsorship Login Screen
O ppA
^^0 IhI United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help
CDX- Role Sponsorship Process
You are here: Role Sponsorship
Sponsorship Information
Email
John. Doe@test. com
Organization
CDX Test Org (123 Main St, Virginia Beach, VA, US 23462)
Program Service
Submissions for Chemical Safety and Pesticide Programs
Role
Primary Agent/Consultant
A request was received requesting your sponsorship for the role above.
If you experience issues or need assistance with the sponsorship process, please call the CDX Help Desk toll-free line at 888-890-
1995. (970) 494-5500 for callers from Puerto Rico and Guam.
Log in to existing account
User ID CDXTESTUSER1
Password
The next step is for the AO to indicate which role the sponsoring user will select to use as a
sponsor for this request. Select the appropriate user role from the 'Role' drop-down menu, enter
a facility ID (or enter N/A), and click the 'Approve' button to approve the role sponsorship
request and navigate to the 'Account Registration' screen.
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Exhibit 7-14 shows a screen capture of the 'Role Sponsorship Review' screen:
Exhibit 7-14 Role Sponsorship Review Screen
CDY~ Role Sponsorship Process
S Contact Us
Logged in as CDXTESTUSER1 (Log outi
Yon are here: Role Sponsorship» Role Sponsorship Review
Email
Organization
Program Service
Role
John.Doe@test.com
CDX Test org (123 Main St, Virginia Beach, VA, US 23462)
Submissions for Chemical Safety and Pesticide Programs
Primary Agent/Consultant
Role Information
A request was submitted for you to sponsor the CDX role above. Please select the role you wish to use as a sponsor for this
request.
Select an Existing Role
® Add a New Role
Role:
1 Primary Authorized Official '
Click Search EPA Facilities or enter N/A to skip this step
A request was submitted for you to sponsor a CDX role. You may choose to Approve or Reject this request by making the
appropriate selection below.
Approve I Reject
The 'Account Registration' screen contains both the user and organization information of the AO
on the same page. Select the 'Select a Current Organization' radio button to select the
organization that the AO will use to sponsor this request or select the 'Request to Add an
Organization' radio button to enter in additional information related to the organization.
After all required fields have been completed, click the 'Submit Request for Access' button to
complete your request.
Facility ID *
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Exhibit 7-15 shows a screen capture of the 'Account Registration' screen (Scroll 1):
Exhibit 7-15 Account Registration Screen (Scroll 1)
A EPA
United Stats Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDX? Role Sponsorship Process
Yon are here: Role Sponsorship » Role Sponsorship Review » Account Registration
a Contact Us
Logged in as CDXTE5TUSER1 (Log out)
Registration information
Program Service CSPP
Role Primary Authorized Official
The following information was entered by a CDX user on your behalf. Please review and make any modifications before completing
your profile information. Fields with asterisks (*) indicate required fields.
Part 1: User Information
The program you are registering for requires additional proof of identity. Later in the registration process you will be given the
option to use LexisNexis, an identity proofing service. LexisNexis will pull your first, middle and last name exactly as it is
entered on this page.
User ID * CDXTESTUSER1
Prefix
Mr
First Name *
John
Middle Initial
Last Name *
Doe
Suffix
Part 2: Organization Info
Select a Current Organization
¦ Request to Add ail Organization
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Exhibit 7-16 shows a screen capture of the 'Account Registration' screen (Scroll 2):
Exhibit 7-16 Account Registration Screen (Scroll 2)
Middle Initial
Last Name * Doe
Suffix
Part 2: Organization Info
Select a Current Organization
<§> Request to Add an Organization
CDX Test Org
123 Main St
Virginia Beach, VA, US
23462
Email * John.Doe@test.com
Phone Number *
Phone Number Ext
Fax Number
Submit Request for Access
Back
7.4 Registration Information
Clicking the 'Create New Account' button on the 'Role Sponsorship' screen will generate the
'Account Registration' screen, which allows the user access to information for a Primary
Agent/Consultant with the CSPP program service to create login information. The 'Account
Registration' page displays the new user role under the CSPP program service.
7.4.1 Part 1: User Information
The 'User Information' section collects the following information (see Exhibit 7-17 and Exhibit
7-17):
• User ID (required)
• Title (required)
• First Name (required)
• Middle Initial
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• Last Name (required)
• Suffix
• Password (required)
• Re-type Password (required)
• Security Question 1 (required)
• Security Answer 1 (required)
• Security Question 2 (required)
• Security Answer 2 (required)
• Security Question 3 (required)
• Security Answer 3 (required)
Please note that the user ID and password information may be requested for re-authentication
with features throughout CDX including any submission processes within your specific CDX
application. The 'Security Question' and 'Security Answer' fields are also used for re-
authentication in the event you forget your password and need to reset it.
When creating a user ID, it must abide by the following rules:
• Must be at least 8 characters
• No special characters may be used with the exception of'@,' and '.'
When creating a password, it must abide by the following rules:
• Must be at least 8 characters
• Must be no more than 15 characters
• Must contain one uppercase letter, one lowercase letter, and one number
• May not begin with a number
• May not be the same as your user ID
• May not contain the word 'Password'
• May not contain any special characters or spaces
• Must be changed every 90 days
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Exhibit 7-17 shows a screen capture of the 'Registration Information' screen (Scroll 1):
Exhibit 7-17 Registration information Screen (Scroll 1)
A EPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help
CDXc Role Sponsorship Process
Yon are here: Role Sponsorship » Role Sponsorship Review » Account Registration
3S Contact Us
Registration Information
Program Service CSPP
Role Primary Agent/Consultant
The following information was entered by a CDX user on your behalf, Please review and make any modifications before completing
your profile information. Fields with asterisks (*) indicate required fields.
Mr
Part 1: User Information
The program you are registering for requires additional proof of identity. Later in the registration process you will be given the
option to use LexisNexis, an identity proofing service. LexisNexis will pull your first, middle and last name exactly as it is
entered on this page.
User ID *
Title *
First Name *
Middle Initial
Last Name *
Suffix
Password *
Re-type Password *
Security Question 1 *
Security Answer 1 *
-Please Select-
-Please Select-
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Exhibit 7-18 shows a screen capture of the 'Registration Information' screen (Scroll 2):
Exhibit 7-18 Registration Information Screen (Scroll 2)
~
Middle Initial
Last Name *
Suffix
Password *
Re-type Password *
Security Question 1 *
Security Answer 1 *
Security Question 2 *
Security Answer 2 *
Security Question 3 *
Security Answer 3 *
-Please Select- T
-Please Select-
-Please Select-
-Please Select-
7.4.2 Part 2: Organization Information
Unlike the previous system, the new CDX system requires you to search for your organization
before you are able to create a new organization. You are first asked to do a simple search (see
Exhibit 7-19). From the simple search you will be able to search by entering the 'Organization
Name' or the 'Organization ID.' The matching search results will be returned in a table
displaying the 'Organization ID,' 'Organization Name,' 'Address,' 'City,' 'State,' and
'ZIP/Postal Code' (see Exhibit 4-21). If the simple search returns too many results, you may use
the advanced search option (see Exhibit 4-22 and Exhibit 4-23) or choose to search again. You
may also choose to create an organization from a link below the search results (see Exhibit 4-23).
You will need to click the 'Organization ID' link to select your organization. Once an
organization has been selected or created, you will be required to enter an email address and
phone number, with the option of entering a phone number extension or fax number (see Exhibit
4-24 and Exhibit 4-25).
The search results will only display organizations that have been previously verified by an
RMAM, LexisNexis or a help desk user. Organizations that have not been verified can be
searched for by using the organization ID.
The first organization a user adds will be set as the primary organization. The primary
organization is important because it indicates the user's primary email address in CDX. The
primary organization can be changed within CDX registration information at any time.
The 'Organization Information' section collects the following information (see Exhibit 7-19):
• Organization Name (required)
• Mailing Address 1 (required)
• Mailing Address 2
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• City (required)
• State/Province (required)
• Zip Code/Postal Code (required)
• Country (required)
• Email (required)
• Re-enter Email (required)
• Phone Number (required)
• Phone Number Extension
• Fax Number
Exhibit 7-19 shows a screen capture of the 'Organization Information' screen:
Exhibit 7-19 Organization Information Screen
Security Answer 2 *
Security Question 3 *
-please select-
f
Security Answer 3 *
Part 2 Organization Info
Search fee your organization using the search criteria below.
Organization ID |
Organisation Name
Country UNITED STATES
Mailing Address
Mailing Address 2
City
State * |
2IP/Postal Code
Wrong organteatSon information? foxk to Sgarpi or lamsS ttwl we jwW yw fflwniMiafl.
Cancel
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8 Multiple Authorized Official Functionality
In all CSPP applications, AOs that register under the same organization in CDX can view all
forms and submissions belonging to that organization on the 'Forms' or 'Submissions' screen
within an application.
8.1 Multiple AO Functionality
The multiple AO functionality means that all AOs registered under the same organization are
able to view all forms and submissions created by other AOs under that organization.
Organization names are not case-sensitive, however spacing and abbreviation in an organization
name are considered. Although users from the same company may be able to view forms created
and submitted by other users under the same organization name, all forms require a passphrase to
be accessed.
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9 Managing User and Organization Information
Once you have entered registration information and activated the user account, you may perform
various functions such as adding additional organizations to a username, modifying user
information, or adding additional program services to a username.
9.1 Managing Organization Information
If necessary, a user is able to add additional organizations that may be associated with a
username. The new organization will then be added to the 'Organization Details' section. During
subsequent logins, a user will be able to select the organization for which they would like to
submit forms.
To add additional organizations to a username, click the 'Modify User / Organization
Information' button on the 'My Profile' tab that displays after logging in. A user can then choose
to either search for an existing organization to add or request a new organization to be added. If a
user chooses to add a new organization, populate the required organization contact information
and click the 'Submit Request for Access' button.
The additional organization then displays in the 'Organization Details' section of the 'My
Profile' page.
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Exhibit 9-1 shows a screen capture of the 'My Profile' screen:
Exhibit 9-1 My Profile Screen
O EDA
IUnited States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDX- Central Data Exchange
S Contact Us
Logged in as CDXTESTUSER1 CLog out)
MyCDX
Inbox
My Profile
Role Sponsorship Submission History
User Information
User ID
CDXTESTUSER1
Name
Mr John Doe
Last Updated
3/10/2015 11:57:30 AM
Registration Date
3/10/2015 10:10:55 AM
Security Question 1
What was your childhood nickname?
Security Question 2
What school did you attend for sixth grade?
Security Question 3
In what city does your nearest sibling live?
Organization Information
Primary Organization =
Org. ID
Name
Address
17881
CDX Test Org
123 Main St, Virginia Beach, VA, US 23462
P
Modify User / Organization Information I Manage Your Program Services
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Exhibit 9-2 shows a screen capture of the 'Modify User/Organization Information' screen (Scroll
1):
Exhibit 9-2 Modify User/Organization Information Screen (Scroll 1)
A EPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDXr Central Data Exchange
MyCDX
Inbox
My Profile
Role Sponsorship Submission History
Essential information is marked with an asterisk(*)
Part 1: User Information
Description of Fields®
User ID
Name
Security Question 1 *
Security Answer 1 *
Security Question 2 *
Security Answer 2 *
Security Question 3 *
Security Answer 3 *
CDXTE5TUSER1 Change Password
Mr John Doe
What was your childhood nickname?
What school did you attend for sixth grade?
In what city does your nearest sibling live?
Save User Information
25 Contact Us
Logged in as CDXTESTUSER1 (Loo out)
Part 2: Organization Details
Current Organizations
Click the organization name to view or modify organization information.
Primary Organization =
> CDX Test Org (17881) P
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Exhibit 9-3 shows a screen capture of the 'Modify User/Organization Information' screen (Scroll
2):
Exhibit 9-3 Modify User/Organization Information Screen (Scroll 2)
Security Question 2 * what school did you attend for sixth grade?
Security Answer 2 *
Security Question 3 * | in what city does your nearest sibling live? r \
Security Answer 3 *
Save User Information
Part 2: Organization Details
Current Organizations
Click the organization name to view or modify organization information.
Primary Organization = :
> CDX Test Org (17881)
Part 3: Organization Information
New Organization
New organizations can be added to your profile. Search for your organization using the text box below.
Search
Deactivate User Account H Back to MyCDX
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Exhibit 9-4 shows a screen capture of the 'Modify User/Organization Information - Add
Organization' screen (Scroll 3):
Exhibit 9-4 Modify User/Organization Information Screen (Scroll 3)
Part 3: Organization Information
New Organization
Organization Name *
Country * [UNITED STATES
Mailing Address *
Mailing Address 2
City*
State * -Please Select- T
ZIP/Postal Code *
Email *
Re-enter Email *
Phone Number *
Phone Number Ext
Fax Number
I Back to Search Results I Submit Request for Access
Deactivate User Account H Back to MyCDX
9.2 Managing Program Services
Users may need to submit forms under several different program services. The following
sections provide more details regarding how multiple program services can be added.
9.2.1 Adding Program Services
If necessary, a user may add additional program services for organizations under which a user is
registered, including any associated roles that are appropriate for that specific program service.
You may add a program service (see Exhibit 9-5, Exhibit 9-6, and Exhibit 9-7) and associate a
program service with a current organization or a new organization.
Applicable only to some roles, CDX provides twenty questions to choose from which will help
validate your identity. You will be prompted to enter CROMERR questions after you have
successfully passed LexisNexis identity proofing or have been approved via the help desk.
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You will choose five questions and provide answers for each. You will not be allowed to select
and enter duplicate questions or answers. The questions that you select should be easy for you to
remember, but difficult for someone else to guess. You will be required to answer one of these
five questions upon submitting any forms that utilize the CROMERR widget for electronic
signatures. You will be prompted with a question randomly chosen by the system during the
signing process.
If you pass LexisNexis validation and choose to sign the ESA electronically, the system will
verify that the CROMERR 20-5-1 questions and answers have been set. If the questions and
answers were previously set, you will be directed to a page to view the ESA (see Exhibit 9-10).
If these have not been set, you will be directed to a page to provide five questions and answers
before proceeding to the ESA page. The questions must be completed before you can
electronically sign the CDX (or flow-specific) ESA or sponsor letter. You must click the 'Save
Answers' button after providing the questions and answers. You will receive an email
confirmation of your 20-5-1 questions to both your provided email address and CDX inbox.
After you complete the 20-5-1 question process, review the ESA, and click the 'Sign
Electronically' button, the system will launch the CDX CROMERR widget. As part of the CDX
CROMERR widget process, you will be required to re-validate your user ID and password,
provide the answer to one of the questions, and officially sign the ESA.
When you officially sign the ESA, a copy of the ESA, along with your electronic signature, is
stored in the CDX CROMERR archives. A copy of the ESA is also sent to your CDX inbox.
If you choose the paper ESA process, the questions will not be displayed in CDX until your
program service role has been activated. After your role has been activated, you will be
prompted to provide your questions and answers before being able to navigate to the 'MyCDX'
landing page.
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Exhibit 9-5 shows a screen capture of the 'MyCDX' screen:
Exhibit 9-5 MyCDX Screen
e ppA
LI United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDX- Central Data Exchange
35 Contact Us
Logged in as CDXTESTUSER1 fLoo outt
MyCDX
Inbox
My Profile Role Sponsorship Submission History
Services
Manage
Status
» Proarani Service Name
» Role »
&
CSPP: Submissions for Chemical
Safety and Pesticide Programs
Primary Agent/Consultant
&
CSPP: Submissions for Chemical
Safety and Pesticide Programs
Primarv Authorized Official
I
CDX Service Availability
See the status for all program services
News and Updates
CDX: CDX Web will now utilize a brand new
responsive layout. This will allow for a dynamic
display depending on how CDX is accessed.
Whether through a mobile device, a tablet, or a
desktop browser, the site will automatically adapt
for optimal viewing on any screen.
September 04 2014
Add Program Service ¦ Manage Your Program Services
Exhibit 9-6 shows a screen capture of the 'Manage Program Services' screen:
Exhibit 9-6 Manage Program Services Screen
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Exhibit 9-7 shows a screen capture of the 'Program Service' screen:
Exhibit 9-7 Program Service Screen (Scroll 1)
A EPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDXr Edit Account Profile
8 Contact Us
Logged in as CD)CTESTUSER1 (Loo out)
3. Organization Information
Begin typing a program service name or related keywords to filter the list of available services (e.g., air quality system, AQS, or
Clean Air Act).
Active Program Services List
ARCS: Aircraft Reporting and Compliance System
CSPP: Submissions for Chemical Safety and Pesticide Programs
SPeCS: State Plan Collection System
9.2.2
Request Role Access
After selecting the program service on the 'Program Service' screen to which you would like to
associate your username, the next step will be to select the appropriate user role to associate with
the program service and to manage any facilities associated with the program service, if
necessary.
Based on program requirements and provisioning, this section will provide the appropriate fields
for additional information to be collected. Fields will display for the user to enter a facility ID or
to use the Facility Registry Services (FRS) (see Section 4.3.2), An additional screen will appear
only for the roles requiring additional information (see Section 4.3.1),
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Exhibit 9-8 shows a screen capture of the 'Role Access' screen:
Exhibit 9-8 Role Access Screen
CDXr Edit Account Profile
S Contact Us
Logged In as CDXTESTUSER1 Hoc out]
Program Service
Role
Submissions for Chemical Safety and Pesticide Programs
Not selected
Select a role from the drop down list and provide any required additional information, if applicable. Any role issues will display in
the status below.
9.3 Organization Information
The 'Organization Information' screen is the last step in adding a new program service. Click the
' Select a Current Organization' radio button to select the organization that the AO will use to
sponsor this request or click the 'Request to Add an Organization' radio button to search for an
organization to add.
The new CDX system requires you to search for your organization before you are able to create a
new organization. You are first asked to do a simple search (see Exhibit 4-20) by entering the
'Organization Name' or the 'Organization ID.' Partial search terms can be entered. The matching
search results will be returned in a table displaying the 'Organization ID,' 'Organization Name,'
'Address,' 'City,' 'State,' and 'ZIP Code' (see Exhibit 4-21). If the simple search returns too
many results, you may use the advanced search option (see Exhibit 4-22 and Exhibit 4-23) or
choose to search again. You may also choose to create an organization from a link below the
search results (see Exhibit 4-23). Click the 'Organization ID' link to select your organization.
Once an organization has been selected or created, you will be required to enter an email address
and phone number, with the option of entering a phone number extension or fax number (see
Exhibit 4-24 and Exhibit 4-25).
After all required fields have been completed, click the 'Submit Request for Access' button to
complete your request.
Select Role
Primary Authorized Official
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Exhibit 9-9 shows a screen capture of the 'Organization Information' screen:
Exhibit 9-9 Organization Information Screen
AEPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDXr Edit Account Profile
1. Program Service V
3. Organization Information
B Contact Us
Logged in as CDXTESTUSER1 fLoo outi
Registration Information
Program Service
Role
Submissions for Chemical Safety and Pesticide Programs
Primary Authorized Official
• Select a Current Organization
Request to Add an Organization
Select an organization from the dropdown list.
Submit Request for Access
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Exhibit 9-10 shows a screen capture of the 'Electronic Signature Agreement' screen:
Exhibit 9-10 Electronic Signature Agreement Screen
&EPA
IbI m m United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDX- CDX Registration: Additional Verification
S Contact Us
Logged in as CDXTESTUSER1 (Loo out)
1. Identity Verification V / 2. Electronic Signature Agreement
Electronic CDX Electronic Signature Agreement
The CDX electronic signature agreement (ESA) is an agreement between yourself and CDX that will authorize your electronic signature. By signing the ESA you agree to
adhere to the conditions listed on the agreement below. Once the ESA has been signed, you will be authorized to sign and/or encrypt information for your data flow. For
any questions regarding the CDX ESA please contact the CDX Help Desk.
U.S. Environmental Protection Agency
ELECTRONIC SIGNATURE AGREEMENT
In accepting the electronic signature credential issued by the U.S. Environmental Protection Agency (EPA) to sign electronic
documents submitted to EPA's Central Data Exchange (CDX). and as a representative for:
Electronic Signature Holder Company Information
I
Organization Name:
TEST
Address:
TEST
City. State. Zip:
NOWHERE. AL 11222
Province:
Country:
US
Phone Number:
(703) 227-7445
E-mail Address:
jdoe@doe.com
Registrant's Name:
Mr John Doe
CDX User Name:
CDXTESTUSER1
Sign Electronically I Cancel
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Exhibit 9-11 shows a screen capture of the 'Application Profile Settings' screen that is displayed
if a user is registered for multiple organizations under the same program service:
Exhibit 9-11 Application Profile Settings Screen
SEPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDX. Central Data Exchange
MyCDX
Inbox My Profile , Role Sponsorship Submission His tor/
Services
Status
Program Service Name
Role
CSPP: Submissions
Safety and Pesticid
CSPP: Submissions
Safety and Pesticid
CSPP: Submissions
Safety and Pesticid
CSPP: Submissions
Safety and Pesticid
Application Profile Settings
Organization Name
AAAAAATEST
Program Client ID
Primary Authorized Official: 82234
Program
CSPP
Proceed H Cancel
s
LOQi
CDX Service Availability
ews and Updates
Veb will now utilize a brand new
jyout. This '«ill allow for a dynamic
nding on how CDX is accessed,
ouqh a mobile device, a tablet, or a
wser, the sire will automatically adapt
/iewinq on any screen.
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10 Logging in to CDX for Returning Users
You can log into CDX by navigating to the CDX homepage, entering your user credentials
established during registration, and clicking the 'Log In' button in the top right corner of the
screen (see Exhibit 10-1). You will only be allowed three failed login attempts before locking
your account. For issues regarding a forgotten password, please refer to the 'Reset Password'
portion of this guide (see Section 10.1).
Exhibit 10-1 shows a screen capture of the 'CDX Homepage' screen (Scroll 1):
Exhibit 10-1 CDX Homepage Screen (Scroll 1)
vvEPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help
CDX- Central Data Exchange
i Contact Us
Log In Register with CDX
Forgot your Password?
Forgot your User ID?
Warning Notice and Privacy Policy
Welcome
Welcome to the Environmental Protection Agency (EPA) Central Data Exchange (CDX) - the Agency's electronic reporting site. The
Central Data Exchange concept has been defined as a central point which supplements EPA reporting systems by performing new
and existing functions for receiving legally acceptable data in various formats, including consolidated and integrated data.
Warning Notice and Privacy Policy
Warning Notice
In proceeding and accessing U.S. Government information and information systems, you acknowledge that you fully understand and consent to all
of the following:
1. you are accessing U.S. Government information and information systems that are provided for official U.S. Government purposes only;
2. unauthorized access to or unauthorized use of U.S. Government information or information systems is subject to criminal, civil, administrative,
or other lawful action;
3. the term U.S. Government information system includes systems operated on behalf of the U.S. Government;
4. you have no reasonable expectation of privacy regarding any communications or information used, transmitted, or stored on U.S. Government
information systems;
5. at any time, the U.S. Government may for any lawful government purpose, without notice, monitor, intercept, search, and seize any authorized
or unauthorized communication to or from U.S. Government information systems or information used or stored on U.S. Government
information systems;
6. at any time, the U.S. Government may for any lawful government purpose, search and seize any authorized or unauthorized device, to include
non-U.S. Government owned devices, that stores U.S. Government information;
7. any communications or information used, transmitted, or stored on U.S. Government information systems may be used or disclosed for any
lawful government purpose, including but not limited to, administrative purposes, penetration testing, communication security monitoring,
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Exhibit 10-2 shows a screen capture of the 'CDX Homepage' screen (Scroll 2):
Exhibit 10-2 CDX Homepage Screen (Scroll 2)
Welcome
Welcome to the Environmental Protection Agency (EPA) Central Data Exchange (CDX) - the Agency's electronic reporting site. The
Central Data Exchange concept has been defined as a central point which supplements EPA reporting systems by performing new
and existing functions for receiving legally acceptable data in various formats, including consolidated and integrated data.
Warning Notice and Privacy Policy
Warning Notice
In proceeding and accessing U.S. Government information and information systems, you acknowledge that you fully understand and consent to all
of the following:
1. you are accessing U.S. Government information and information systems that are provided for official U.S. Government purposes only;
2. unauthorized access to or unauthorized use of U.S. Government information or information systems is subject to criminal, civil, administrative,
or other lawful action;
3. the term U.S. Government information system includes systems operated on behalf of the U.S. Government;
4. you have no reasonable expectation of privacy regarding any communications or information used, transmitted, or stored on U.S. Government
information systems;
5. at any time, the U.S. Government may for any lawful government purpose, without notice, monitor, intercept, search, and seize any authorized
or unauthorized communication to or from U.S. Government information systems or information used or stored on U.S. Government
information systems;
6. at any time, the U.S. Government may for any lawful government purpose, search and seize any authorized or unauthorized device, to include
non-U.S. Government owned devices, that stores U.S. Government information;
7. any communications or information used, transmitted, or stored on U.S. Government information systems may be used or disclosed for any
lawful government purpose, including but not limited to, administrative purposes, penetration testing, communication security monitoring,
personnel misconduct measures, law enforcement, and counterintelligence inquiries; and
8. you may not process or store classified national security information on this computer system.
Privacy Statement
EPA will use the personal identifying information which you provide for the expressed purpose of registration to the Central Data Exchange site
and for updating and correcting information in internal EPA databases as necessary. The Agency will not make this information available for other
purposes unless required by law. EPA does not sell or otherwise transfer personal information to an outside third party. ITederal Register: March
18.2002 fVolume67. Mumber 52YirPaae 12010-120131.
10.1 Reset Password
In the event that you forget your password, a 'Forgot your password?' link is available on the
'CDX Homepage' and on the 'Log In' screen (see Exhibit 10-3).
The 'Forgot Password?' link directs you to the 'Password Reset' screen (see Exhibit 10-4 and
Exhibit 10-5) where you are asked to enter your registered email address and user ID; the user ID
and primary email address must match. After you submit your user ED and email address, the
system will verify the credentials and you will be prompted to provide an answer to one of the
three security questions previously set during the registration process (see Exhibit 10-5). You
will be provided with three chances to provide your secret answer. After three incorrect attempts,
your account will be locked and you will be required to contact the CDX Helpdesk to access
your account.
After you click the 'Submit' button to confirm your password reset request, a screen will appear
confirming that your account has been reset to allow you to create a new password (see Exhibit
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10-6). An email will also be sent to your primary email address used during the password reset
process. The system-generated email will contain a link, which will direct you to a screen
allowing you to create a new password (see Exhibit 10-7).
Click the link located in the email to navigate to the 'Change System Password' screen. Once
you have clicked the link in the email, the reset code will no longer be valid. Navigating away
from this screen will require you to go through the password reset process again. Once on the
'Change System Password' screen, enter a new password in the 'New Password' text field and
retype it into the 'Re-enter New Password' text field (see Exhibit 10-8). Click the 'Submit'
button to navigate back to the main 'MyCDX' screen.
Exhibit 10-3 shows a screen capture of the 'Forgot your password?' link on the 'Log In' screen:
Exhibit 10-3 Login Screen/Forgot Password Link
S Contact Us
Log in to CDX
User ID
Password
Log In Register with CDX
Forgot your Password?
Forgot your User ID?
Warning Notice and Privacy Policy
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Exhibit 10-4 shows a screen capture of the 'Password Reset' screen (Part 1):
Exhibit 10-4 Password Reset Screen (Part 1)
&FPA
^1 m * United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help
CDXr Central Data Exchange
Password Reset
Use this form to reset your password. Please enter your registered email address and user ID into the text boxes below.
Email *
User ID *
Exhibit 10-5 shows a screen capture of the 'Password Reset' screen (Part 2):
Exhibit 10-5 Password Reset Screen (Part 2)
*>EPA
\.w 1bI m \ United States Environmental Protection Agency
Home About Recent Announcements Terns and Conditions Help
CDX- Central Data Exchange
Password Reset
a wntixt'Js
User Information
User ID
john.doe@test.com
Email
CDXTestUserl
Question
Answer *
What was your favorite toy as a child?
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Exhibit 10-6 shows a screen capture of the 'Password Reset' screen (Part 3):
Exhibit 10-6 Password Reset Screen (Part 3)
&EPA
^1 mm United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help
CDX? Central Data Exchange
Password Reset
Email has been sent. Please follow the instructions in your email to set up your new password.
User Information
User ID
cgi federal
Email
cdxtest@grr>all.conn
Return to CDX Home
Exhibit 10-7 shows a screen capture of the 'Password Reset Instructions' email:
Exhibit 10-7 Password Reset Instructions Email
e r
^3- • |jpF
CDX Password Reset Instructions (DEV) - Message (HTML)
~
X
Message
v ?
From:
¦ helpdesk@epacdx.net
Sent: Tue 3/10/2015 12:30 PM
To:
Cc:
Subject:
CDX Password Reset Instructions (DEV)
A request to reset your EPA Central Data Exchange account password for CDX user account, CDXTESTUSER1, has been processed. If you believe
you have received this message in error because you have not requested to reset your CDX password, please contact the Help Desk immediately.
To complete the password reset process click the link below:
httus://dev.epacdx.net/PasswordReset/ResetPassword?code=c74el8af-181e-4ff3-b636-9a3a4cd25ddf
You will be prompted to change your password. This link may only be used one time.
Please note that it is EPA policy that you change your CDX password on a regular basis. As a result, CDX will prompt you to change your CDX
password every 90 days.
If you have questions concerning this message, you may contact CDX Help Desk by email at helpdesk@epacdx.net or by calling the CDX
Technical Support Staff through our toll free telephone support on 888-890-1995 between Monday through Friday from 8:00 am to 6:00 pm
EST/EDT. For International callers, the CDX Help Desk can also be reached at (970) 494-5500.
CDX Registration Homepage
https://dev.epacdx.net
United States Environmental Protection Agency - Central Data Exchange
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Exhibit 10-8 shows a screen capture of the 'Change System Password' screen:
Exhibit 10-8 Change System Password Screen
A EPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions Help
CDXc Central Data Exchange
Change System Password
The reset code provided in the email has now been deleted. If you reload this page or receive a failure notice that
the link you followed was invalid or that the key provided was already used, you will need to return to the
Password Reset page and request a new reset code.
Passwords must be a minimum of 8 alpha-numeric characters (no spaces or special characters) and contain at least 1 of each of
the following: uppercase character, lowercase character, number. Passwords may not begin with a number nor contain the word
"password" nor contain your User Name. Use the TAB key to move from field to field.
A required field is indicated with an asterisk(*)
New Password *
Re-enter New Password *
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11 MyCDX Overview
The following section covers the management of account information for existing users. You
must log into CDX to navigate to the 'MyCDX' screen. From this page, you can change
information related to your user account, profile, program, and organization.
11.1 MyCDX
'MyCDX' is the landing page for all users upon logging into CDX. Through this central location,
the tool provides standard and role-based functionalities to enhance each user's productivity. To
optimize the user experience, the dashboard has a tabbed navigation structure that allows you to
view and perform routine tasks with a few mouse clicks. The core tabs that are visible to all
registered users are 'MyCDX,' 'Inbox,' 'My Profile,' and 'Submission History.'
The 'MyCDX' tab displays two sections: services and system-generated messaging for user
interaction with registered programs and notification.
Exhibit 11-1 shows a screen capture of the 'MyCDX Homepage' screen:
Exhibit 11-1 MyCDX Homepage Screen
A.CDA
United States Environmental Protection Agency
O EDA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDY- Central Data Exchange
8 Contact Us
Logged in as CDXTESTUSER1 (Log out)
MyCDX
Inbox
My Profile . Role Sponsorship Submission History
Services
C£ Manage
Status
* Proaram Service Name
» Role ~
&
CSPP: Submissions for Chemical
Safety and Pesticide Programs
Primary Agent/Consultant
CSPP: Submissions for Chemical
Safety and Pesticide Programs
Primarv Authorized official
I
CDX Service Availability
See the status for all program services
News and Updates
CDX: CDX Web will now utilize a brand new
responsive layout. This will allow for a dynamic
display depending on how CDX is accessed.
Whether through a mobile device, a tablet, or a
desktop browser, the site will automatically adapt
for optimal viewing on any screen.
September 04 2014
Add Program Service I Manage Your Program Services
11.1.1 News and Updates
The 'MyCDX' tab provides system-wide and program-specific alerts, news, and updates to
inform users about upcoming or ongoing activities within CDX (see Exhibit 11-1). Messages
displayed in this section will be sorted in reverse chronology driven by a start and end date to
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prevent lists from becoming too long. In instances where a message does not have an end date, it
will remain on the list. You can view older messages by clicking a hyperlink that displays a list
of those messages. Users with pending account creations will be able to view program-specific
messages. The system-generated messages include, but are not limited to, the following:
• System outages
• Password expiration countdown
• User account validation
• Program-specific notifications
11.1.2 Services
To access a program, you must click the desired hyperlink in the 'Role' column. The list of
programs in the 'Role' column accommodates instances where you have multiple roles for one
program. The role may be 'Awaiting Approval' ( ..), 'Awaiting Digital Signature Agreement
(DSA) Approval' ( -l), 'Awaiting ESA Approval' (), or 'Active' ( ° ). Hovering the cursor
over the icons in the 'Status' column will provide additional information for a particular role.
Only roles that are 'Active' will be hyperlinked.
1_1_. 1.2.1 Manage Program Services
You can access the 'Manage Program Services' screen by clicking the hyperlink above the table
listing your program service roles on the 'MyCDX' tab (see Exhibit 11-2).
The 'Manage Program Services' link allows you view all of your roles in the system for your
specific organization as well as the current statuses of these roles (e.g., active, awaiting approval,
deactivated). You can also request to add new roles and program services to an existing
organization. If you want to add another organization, please refer to Section 11.3.2,
From this page, you will have the option to edit or deactivate the roles in the list. If you
deactivate a role in the list, you must provide confirmation in the pop-up window (see Exhibit
11-3). The 'OK' button will deactivate the chosen role. The 'Cancel' button will close the pop-
up box and no action will be taken. Once a role has been deactivated, it cannot be reactivated and
you will need to request to add the role to the program service again.
You may add another role for a program flow that you are already associated to by clicking the
'Request New Role' link next to the existing flow, which will take you to the screen seen below
(see Exhibit 11-4). You will be directed to additional information or verification screens if the
role requires them.
If you wish to add a new program service, click the 'Add Program Service' button. The addition
of a new program service will direct you to the 'Request Program Service' screen (see Exhibit
11-5). Here you will be required to select the program service you wish to add, similar to a new
registration (see Section 4.2). Following the program selection, you will be required to select the
role (see Exhibit 11-6). You will be required to complete any additional verification processes if
necessary. This method may be used to register for another role for the current organization
under which you are already registered or a new organization (see Exhibit 11-7). To add another
role for a separate organization, you have the option to add this on the 'User/Organization' page.
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Exhibit 11-2 shows a screen capture of the 'Manage Program Services' screen:
Exhibit 11-2 Manage Program Services Screen
AEPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDY- Central Data Exchange
You are here: MvCDX» Manage Program Services
8 Contact Us
Logged in as CDXTESTUSERl fLoa out)
Manage Program Services
Add Program Service ¦ Back to MyCDX
[Expand All] [Collapse All]
CDX Test Org, 123 Main St, Virginia Beach, VA, US 23462, (703) 227 7445
0 CSPP: Submissions for Chemical Safety and Pesticide Programs
TEST, TEST, NOWHERE, AL, US 11222, (703) 227-7445
E CSPP: Submissions for Chemical Safety and Pesticide Programs
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Exhibit 11-3 shows a screen capture of the 'Deactivation Confirmation' pop-up window:
Exhibit 11-3 Deactivation Confirmation Pop-up Window
The page at https://dev.epacdx.net says: x
Are you sure you want to deactivate this role?
Cancel
vvEPA
United States Environmental Protection
Home About Recent Announcenien
CDXr Central Data Exchange
Yon are here: MvCDX» Manage Program Services
Manage Program Services
Add Program Service ¦ Back to MyCDX
OK
S Contact Us
Logged in as CDXTESTUSERl fLoo out)
[Expand All] [Collapse All]
CDX Test Org, 123 Main St, Virginia Beach, VA, US 23462, (703) 227-7445
El CSPP: Submissions for Chemical Safety and Pesticide Programs
O Request New Role
Role
Program ID
Status
Details
Primary Authorized Official
Facility ID: 82472
Active (Deactivate)
Manage Facilities
Primary Agent/Consultant
Awaiting Sponsorship
TEST, TEST, NOWHERE, Al, US 11222, (703) 227 7445
0 CSPP: Submissions for Chemical Safety and Pesticide Programs
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Exhibit 11-4 shows a screen capture of the 'Request a New Role' screen:
Exhibit 11-4 Request a New Role Screen
O CDA
Mm United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDXr Central Data Exchange
Yon are here: MvCDX» Manage Program Services» Request a New Role
S Contact Us
Logged in as CDXTESTUSER1 fLoo out)
Request a New Role
Registration Information
Organization Name
CDX Test Org
Program Service
Submissions for Chemical Safety and Pesticide Programs
Role
Not Selected
Select a role from the drop down list and provide any required additional information, if applicable. Any role issues will display in
the status below.
Select a Role
Add Selected Role ¦ Back
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Exhibit 11-5 shows a screen capture of the 'Program Service' screen:
Exhibit 11-5 Program Service Screen
vvEPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDX- Edit Account Profile
S Contact Us
Logged in as CDXTESTIJSER1 (Loo out)
3. Organization Information
Begin typing a program service name or related keywords to filter the list of available services (e.g., air quality system, AQS, or
Clean Air Act).
Active Program Services List
Inter search cril
ACRES: Assessment Cleanup and Redevelopment Exchange System
ARCS: Aircraft Reporting and Compliance System
CEDRI: Compliance and Emissions Data Reporting Interface
CEDRI1: Compliance and Emissions Data Reporting Interface
CROMERRLiteTest: CROMERR Lite Testing Utility
CROMERRS: CROss-Media Electronic Reporting Rule Services
CROMERRSubmitNow: CROMERR Submit Now
CROMERRTEST: CROMERR Test Sandbox
CSPP: Submissions for Chemical Safety and Pesticide Programs
DEM02: EPA Demonstration 2
DEM03: US Coast Guard SubinitNow with Encryption
DEM04: Submit Now 2
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Exhibit 11-6 shows a screen capture of the 'Role Access' screen:
Exhibit 11-6 Role Access Screen
&EPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDXc Edit Account Profile
1. Program Service •>/
3. Organization Information
25 Contact Us
Logged in as CDXTESTUSER1 fLoo out)
Registration Information
Program Service
Role
Submissions for Chemical Safety and Pesticide Programs
Not selected
Select a role from the drop down list and provide any required additional information, if applicable. Any role issues will display in
the status below.
Select Role
Request Role Access I Cancel
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Exhibit 11-7 shows a screen capture of the 'Organization Information' screen:
Exhibit 11-7 Organization Information Screen
A EPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDXc Edit Account Profile
1. Program Service ~
Registration Information
S Contact Us
Logged in as CDXTESTUSER1 (Log out)
3. Organization Information
Program Service
Role
Submissions for Chemical Safety and Pesticide Programs
Secondary Authorized Official
-------
CD&-
Exhibit 11-8 shows a screen capture of the 'MyCDX Inbox' screen:
Exhibit 11-8 CDX inbox Screen
x>EPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDX- Central Data Exchange
S Contact Us
Logged in as CDXTESTUSER1 (Loo out!
MyCDX
My Profile Role Sponsorship Submission History
8 items found; displaying 1 to 8.
Page 1 of 1
From S
~ CDX Administrator
Subject S
Central Data Exchange
Sponsorship Request (DEV)
Received £
3/10/2015 11:40:17 AM
¦
CDX Administrator
Central Data Exchange
Sponsorship Request (DEV)
3/10/2015 11:36:37 AM
~ CDX Administrator
Sponsor Agreement for CDX
Test Org (CSPP) (DEV)
3/10/2015 11:26:28 AM
~
CDX Administrator
Central Data Exchange
Sponsorship Request (DEV)
3/10/2015 11:08:09 AM
~
CDX Administrator
Central Data Exchange
Sponsorship Request (DEV)
3/10/2015 10:58:14 AM
D
CDX Administrator
eSIG-PIN Questions Answered
(DEV)
3/10/2015 10:43:25 AM
U CDX Administrator
CSPP ESA is attached. (DEV)
3/10/2015 10:21:01 AM
~
CDX Administrator
Welcome to CDX (DEV)
3/10/2015 10:10:59 AM
Delete I Download Selected Attachments I Mark As Read
The items in the system 'Inbox' will be similar to those received at the email address you
provided during registration. While the message and title are subject to change, you can expect to
see some of the following messages in your CDX inbox:
• Subject: [Program Service Specific) ESA is attached - As part of the registration process
for some program services, you will be required to print and sign an ESA. A digital copy of
this form is available for download from this message in your user 'Inbox.'
• Subject: eSIG-PIN Questions Answered - This message is to inform you that you have
successfully established your 20-5-1 question and answer sets. The email contains the five
questions you have chosen, but for security purposes, does not include your answers.
• Subject: You successfully signed a document - This message will appear after you have
successfully submitted a form. It informs you that you have successfully signed a form with
CROMERR.
11.3 My Profile
From the 'MyCDX' page, click the 'My Profile' tab to edit user and organization information
(see Exhibit 11-9). The 'My Profile' tab provides a view of the user and organization information
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that you created during registration and any additional modifications or organization information
added after registration.
Exhibit 11-9 shows a screen capture of the 'My Profile' screen:
Exhibit 11-9 My Profile Screen
C CDA
LI United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDXr Central Data Exchange
S Contact Us
Logged in as CDXTESTUSER1 (Log out)
MyCDX
Inbox
My Profile
Role Sponsorship Submission History
User Information
User ID
Name
Last Updated
Registration Date
Security Question 1
Security Question 2
Security Question 3
CDXTESTUSER1
Mr John Doe
3/10/2015 12:35:16 PM
3/10/2015 10:10:55 AM
What was your childhood nickname?
What school did you attend for sixth grade?
In what city does your nearest sibling live?
Organization Information
Primary Organization =
Org. ID
Name
Address
17881
CDX Test Org
123 Main St, Virginia Beach, VA, US 23462
15691
TEST
TEST, NOWHERE, AL, US 11222
Modify User / Organization Information H Manage Your Program Services
11.3.1 Modify User information
To modify any of the user profile information, you must click the 'Modify User / Organization
Information' button. The page will display both sections and the user will have the ability to
modify all fields except the following user information fields (see Exhibit 11-10):
• User ID
• Prefix
• First Name
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• Middle Initial
• Last Name
• Suffix
For changes to the above fields, you will need to contact the CDX help desk. From this screen,
you will also be able to change your password by clicking the 'Change Password' link.
Another feature on this page is the ability for you to request the deactivation of your entire user
account. When you deactivate an account, you will not be able to log into CDX using that user
ID. You must contact the help desk to reactivate a previously deactivated account and roles. To
deactivate your account you will need to provide your password (see Exhibit 11-11). Since
deactivating the user account deactivates all user roles and prevents the user from accessing
CDX, only the person who knows the password should be allowed to deactivate a user account.
This also prevents users from unintentionally deactivating an account.
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Exhibit 11-10 shows a screen capture of the 'My Profile - Edit User Information' section:
Exhibit 11-10 My Profile - Edit User Information Screen
v>EPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDXr Central Data Exchange
MyCDX Inbox
My Profile
Role Sponsorship Submission History
Essential information is marked with an asterisk(*)
S Contact Us
Logged in as CDXTESTUSER1 fLoo out)
Part 1: User Information
Description of Fields®
User ID
Name
Security Question 1 *
Security Answer 1 *
Security Question 2 *
Security Answer 2 *
Security Question 3 *
Security Answer 3 *
Save User Information
CDXTESTUSER1 Change Password
Mr John Doe
What was your childhood nickname?
What school did you attend for sixth grade?
In what city does your nearest sibling live?
Part 2: Organization Details
Current Organizations
Click the organization name to view or modify organization information.
Primary Organization =
> CDX Test Org (17881) ^
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Exhibit 11-11 shows a screen capture of the 'User Account Deactivation' screen:
Exhibit 11-11 User Account Deactivation Screen
e cpA
ImI United States Environmental Protection Agency
Home
About
Recent Announcements Terms and Conditions FAQ Help
CDX-
Central Data Exchange
S Contact Us
Loaaed in as CDXTESTUSER1 (Loa out)
MyCDX I
I Inbox I
My Profile
I Role Sponsorship I
I Submission History
Deactivate User Account
Are you sure you want to deactivate your account?
I
«
11.3.2 Modify Organization Information
The 'My Profile' screen described above also has the 'Organization Details' section seen below
in Exhibit 11-13. This section allows the user to edit current organization information and add
new organizations.
Within the 'Organization Details' section, you will see all the organizations to which you are
registered under. If you have more than one organization listed, you will be able to identify
which organization is flagged as your primary organization.
The 'Organization Details' section allows you to change information related to your
organization(s) (see Exhibit 11-13). You can navigate to this section by clicking the 'Modify
User/Organization Information' link. Changes can be made to each organization by clicking the
organization name, which will expand to reveal additional details. You can modify the following
fields:
• Phone Number (required)
• Phone Number Extension
• Fax Number
Please note that your email address is not editable. To make changes to your organization contact
email you will need to contact the CDX helpdesk. The reason for this is because a user's email
address is linked to the ESA. In the event that a user needs to change their email address, per
CROMERR requirements, the system needs to have on record and send a notification to the old
and new email address that this change has been made.
When you click into organization information, a 'Make Primary' button displays if you have
more than one organization associated with your account (see Exhibit 11-14). The button will
only be displayed for an organization if it is not your primary organization. Modifying your
primary organization will also change your primary email address, meaning any email
correspondences will be sent to the email address you provide for your primary organization.
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You may also add a new organization from this screen by following the steps in Section 4.4.2
where searching and adding organizations are described (see Exhibit 11-15).
Exhibit 11-12 and Exhibit 11-13 show screen captures of the 'My Profile - Organization Details'
section:
Exhibit 11-12 My Profile - Organization Details Screen
security Question l * what was your childhood nickname?
Security Answer 1 *
Security Question 2 *
What school did you attend for sixth grade? T
Security Answer 2 *
Security Question 3 *
In what city does your nearest sibling live? *
Security Answer 3 *
Save User Information
Part 2: Organization Details
Current Organizations
Click the organization name to view or modify organization information.
Primary Organization = P
> CDX Test Org (17881) &
> TEST (15691)
Part 3: Organization Information
New Organization
New organizations can be added to your profile. Search for your organization using the text box below.
Search
Deactivate User Account H Back to MyCDX
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Exhibit 11-13 My Profile - Organization Details Screen (Edit Organization)
Security Answer 3 *
Save User Information
Part 2: Organization Details
Current Organizations
Click the organization name to view or modify organization information.
Primary Organization =
~ CDX Test Org (17881) &
Organization Name CDX Test Org (17881)
(ID)
Mailing Address 123 Main St
Virginia Beach, VA, US
23462
Provide Additional Contact Information
Email** cdxconsolregtesttfigmail.com
Plione Number*
Phone Number Ext
Fax Number
Save Organization Details
**To change your e-mail address, please contact your account manager or the CDX Help Desk.
> TEST (15691)
Part 3: Organization Information
New Organization
New organizations can be added to your profile. Search for your organization using the text box below.
(703) 227-7445
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Exhibit 11-14 shows a screen capture of the 'My Profile - Set Primary Organization' section:
Exhibit 11-14 My Profile - Organization Details Screen (Set Primary Organization)
Part 2: Organization Details
Current Organizations
Click the organization name to view or modify organization information.
Primary Organization = &
> CDX Test Org (17881) P
-TEST (15691)
Organization Name TEST (15691)
(ID)
Mailing Address TEST
NOWHERE, AL, US
11222
Provide Additional Contact Information
Email** cdxcor>solregtest@omail com
Phone Number*
Phone Number Ext
Fax Number
(703) 227-7445
Save Organization Details Make Primary
**To change your e-mail address, please contact your account manager or the CDX Help Desk.
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Exhibit 11-15 shows a screen capture of the 'My Profile - Add an Organization' section:
Exhibit 11-15 My Profile - Add an Organization Screen
Part 3: Organization Information
New Organization
Organization Name *
Country * [UNITED STATES * |
Mailing Address *
Mailing Address 2
City*
State * -Please Select- T
ZIP/Postal Code *
Email *
Re-enter Email *
Phone Number *
Phone Number Ext
Fax Number
Back to Search Results H Submit Request for Access
Deactivate User Account I Back to MyCDX
11.4 Submission History
The 'Submission History' tab provides a historical list of transactions for users to access. The tab
has the capability to list recent transactions from various CDX components including:
• Web History
• Next Generation Node 2.0 (NGN)
• WebLogic
• .NET node
• CROMERR
Transactions are displayed for a specific timeframe. Any transactions that occurred before the
pre-determined timeframe can be accessed by navigating to an archive of the transactions via the
'Search' tab. Details for each submission can be accessed by clicking the 'Submission ID' link
(see Exhibit 11-16).
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Exhibit 11-16 shows a screen capture of the 'Submission History' screen:
Exhibit 11-16 Submission History Screen
&EPA
^"1 m m United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDXr Central Data Exchange
S Contact Us
Logged in as
(Log out)
MyCDX
Inbox
My Profile Role Sponsorship
Submission History
Yon are here: Submission History Home» Custom Submission Search» Search Results
Submissions
Your submission history is displayed below. You can click on Submission ID to view details and Copy of Record (CoR).
You may also click on the download link to download the submission.
5 items found, displaying all items.
Submission ID±
Dataflow »
DescriDtion $
Created »¦
Download
elfd876d-6f9f-
45d5-99e9-
c8c8elfb6945
CDX
CSPP - Electronic
Signature
Agreement
03-06-2015
11:32:32 AM
Link f.ziDl
f38058c5-b2bc-
4a56-9de6-
CDX
CSPP - Electronic
Signature
03-03-2015
12:29:39 PM
Link (.zip)
53ed61645b6a
Agreement
28a8de50-llec-
4f35-80e7-
8829c9ad0a8c
CDX
CSPP - Electronic
Signature
Agreement
03-03-2015
12:25:18 PM
Link f.ziDl
71al2ebb-18ac-
4fbl-8005-
f79756da028a
CDX
CSPP - Electronic
Signature
Agreement
01-29-2015
9:41:14 AM
Link f.ziD)
Ib34a307-9alc-
4943-8960-
cbflf7320806
CDX
CSPP - Electronic
Signature
Agreement
01-07-2015
4:13:48 PM
Link f.ziDl
New Submission Search
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Exhibit 11-17 shows a screen capture of the 'Submission Details' screen (Scroll 1):
Exhibit 11-17 Submission Details Screen (Scroll 1)
AEPA
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDX? Central Data Exchange
S Contact Us
Logged in as
(Loo out)
MyCDX
Inbox
My Profile Role Sponsorship
Submission History
You are here: Submission History Home» Custom Submission Search» Search Results » Submission Details
Submission Details
Submission ID
Description
Dataflow
Created
Download
_elfd876d-6f9f-45d5-99e9-c8c8elfb6945
CSPP - Electronic Signature Agreement
CDX
Mar 06, 2015 11:32:32 AM
Download Submission as .zip
Creator Details
User ID
Name
Organization Name
Documents Set
Signature
Name
Size (kb)
Category
Created
7.89
Submission
03-06-2015 11:32:41 AM
detached-sianature.xml
3.08
Signature
03-06-2015 11:32:42 AM
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Exhibit 11-18 shows
Description
Dataflow
Created
Download
Creator Details
User ID
Name
Organization Name
Documents Set
Signature 9
Name
detached-signature.xml
Retention and Repudiation
Status Default
Back to Results
11.5 Frequently Asked Questions
The 'FAQ' page provides responses to general, registration, account, and program-specific
questions about the CDX system (see Exhibit 11-19). The screen allows the user to navigate to
the responses via a top-down approach. All the topics that are covered are listed in a collapsed
view. To view the questions that are covered under a topic, click the hyperlink for that topic to
expand. Once the questions are displayed, you can click the questions hyperlink to expand and
minimize (see Exhibit 11-20).
a screen capture of the 'Submission Details' screen (Scroll 2):
Exhibit 11-18 Submission Details Screen (Scroll 2)
CSPP - Electronic Signature Agreement
CDX
Mar 06, 2015 11:32:32 AM
Download Submission as .zip
Size (kb) Category Created
7.89 Submission 03-06-2015 11:32:41 AM
3.08 Signature 03-06-2015 11:32:42 AM
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Exhibit 11-19 shows a screen capture of the 'Frequently Asked Questions' screen:
Exhibit 11-19 Frequently Asked Questions Screen
o CDA
LI United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions
FAQ
Help
| CDX* Central Data Exchange
a Contact Us
Locoed in as CDXTESTUSER1 (Loo out)
Frequently Asked Questions
> AQS: Air Quality Subsystem Questions
> CSPP: Submissions for Chemical Safety and Pesticide Programs Questions
> eBeaches: Beaches Environmental Assessment and Coastal Health Questions
1 eTSCA; Toxic Substances Control Act Questions
IEPB: Exchange Network Grants Progress Reporting Questions
LEAD: Lead-Based Paint Program Questions
1 OTAQ: Office of Transportation Air Quality Questions
> RCRA File Transfer: Resource Conservation and Recovery Act Questions
RCRA Site ID: Resource Conservation and Recovety Act Questions
RMP: Risk Management Plan Questions
1 SDWIS: Safe Drinking Water Information System Questions
> TRIMEweb: Toxic Release Inventory Made Easy Web
> UCMR3: Unregulated Contaminant Monitoring Regulation Questions
> VERIFY: Vehicles and Engines Compliance Information System Questions
Access CDX Profile
Begin managing your CDX profile
information.
Go to MyCDX
Warning Notice and Privacy Policy
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Exhibit 11-20 shows a screen capture of questions displayed under a specific program service on
the 'FAQ Expanded Program Service' screen:
Exhibit 11-20 FAQ Expanded Program Service Screen
Frequently Asked Questions
> AQS: Air Quality Subsystem Questions
> CSPP: Submissions for Chemical Safety and Pesticide Programs Questions
> eBeaches: Beaches Environmental Assessment and Coastal Health Questions
" eTSCA: Toxic Substances Control Act Questions
> Where can I get a copy of the User's Guide?
> Where can I get a copy of the Registration Guide?
> Where can I get a copy of the Helpful Hints for Use of the e-TSCA/e-PMN Submission Software document?
> Where can I get general information?
> Who can I contact for assistance?
TRetum to topi
> IEPB: Exchange Network Grants Progress Reporting Questions
> LEAD: Lead-Based Paint Program Questions
> OTAQ: Office of Transportation Air Quality Questions
> RCRA File Transfer: Resource Conservation and Recovery Act Questions
> RCRA Site ID: Resource Conservation and Recovery Act Questions
> RMP: Risk Management Plan Questions
> SDWIS: Safe Drinking Water Information System Questions
> TRIMEweb: Toxic Release Inventory Made Easy Web
> UCMR3: Unregulated Contaminant Monitoring Regulation Questions
> VERIFY: Vehicles and Engines Compliance Information System Questions
11.5.1 CDX Application Submission Error
If a user is experiencing a challenge question/answer error message during the submission
process, the user needs to contact the help desk and request a 20-5-1 reset. When the challenge
questions are successfully reset, the user will receive an email with an authorization code, which
will allow you to reset your questions and answers. To reset your eSIG-PIN questions and
answers, login and access the 'MyCDX' screen. While this authorization code is active, you will
see a link on the right-hand side under the 'Alert' section to reset your eSIG-PIN. The link will
take you to a screen where you will be prompted to enter the authorization code and
subsequently provide your new questions and answers. Please be careful when entering the
authorization code as you only have three (3) chances to enter it correctly.
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Exhibit 11-21 shows a screen capture of the 'Question Reset Alert' screen:
Exhibit 11-21 CROMERR 20-5-1 Question Reset Alert Screen
O pp/V
United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDX- Central Data Exchange
S Contact Us
Logged in as CDXTESTUSER1 ( Log out)
MyCDX
Inbox
My Profile Role Sponsorship Submission History
Services
Manage
Status
» Proaram Service Name
* Role *
&
CSPP: Submissions for Chemical
Safety and Pesticide Programs
Primary Agent/Consultant
CSPP: Submissions for Chemical
Safety and Pesticide Programs
Primarv Authorized Official
CDX: Your eSIG-Pin reset code has been issued
by the CDX Help Desk and emailed to you. Please
check your email to retrieve your reset code.
Click here to reset your eSIG-Pin questions and
answers. If you have further questions, please
contact the help desk.
CDX Service Availability
See the status for all program services
Exhibit 11-22 shows a screen capture of the 'Authorization Code Entry' screen:
Exhibit 11-22 CROMERR 20-5-1 Authorization Code Entry Screen
&EPA
mI m % United States Environmental Protection Agency
Home About Recent Announcements Terms and Conditions FAQ Help
CDX? Central Data Exchange
3 Contact Us
Logged in as CDXTESTUSER1 fLoo out)
Reset CROMERR 20-5-1 Questions
Please enter the authorization cede from the email you received and click the "Reset" button to reset your 20-5-1 questions.
Code
Reset ¦ Cancel
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Appendix A
The following table displays all the definitions, acronyms, and abbreviations used in this
document and their full name.
Definitions, Acronyms, and Abbreviations
Acronym
Full Name
AB
Accreditation Body
ACM
Alternative Control Measures
AO
Authorized Official
CDR
Chemical Data Reporting
CDX
Central Data Exchange
CIS
Chemical Information System
CROMERR
Cross-Media Electronic Reporting Regulation
CSPP
Chemical Safety and Pesticide Programs
DSA
Digital Security Agreement
eNOA
Electronic Notice of Activity
EPA
Environmental Protection Agency
ESA
Electronic Signature Agreement
EST/EDT
Eastern Standard Time/Eastern Daylight Time
FAQ
Frequently Asked Questions
FRS
Facility Registry System
FY I
For Your Information
ID
Identification
IE
Internet Explorer
LOREX
Low Release/Low Exposure Exemption
LVE
Low Volume Exemption
MCAN
Microbial Commercial Activity Notice
MTS
Manage Toxic Substances
NGN
Next Generation Node 2.0
NAA
Notice of Activity - A
NAB
Notice of Activity - B
NOC
Notice of Commencement
OPPT
Office of Pollution Prevention and Toxics
PAIR
Preliminary Assessment Information Rule
Pll
Personally Identifiable Information
PMN
Premanufacture Notice
RMAM
Registration Maintenance Account Manager
SNUN
Significant New Use Notice
TERA
TSCA Experimental Release Application
TME
Test Market Exemption
TMEA
Test Marketing Exemption Application
TPC
Third Party Certifier
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Acronym
Full Name
TRI
Toxics Release Inventory
TSCA
Toxic Substances Control Act
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