Page | 1 Training: How to Add Cycle Documents and Submit a Cycle in ATTAINS Version: 4/20/2018 Scenario: A state has entered all of its Assessment Units and Assessment decision data in ATTAINS. They are almost ready to submit ("promote") the cycle to EPA regions for review. First, they need to attach documents related to the cycle, such as the Integrated Report document, geospatial files representing the Assessment Unit locations, and any other documents they would like the region to consider. 1. Login to ATTAINS as a state user. Note: The state user must have the "Administrator" role for the Assessments module, to see the menu options to Manage Cycle or upload cycle documents. 2. In the "Assessments" module, click on the "Menu" button. Then click on "Manage Cycle". t&r % 0 < 8 © @ © Home Assessment Units Assessments Actions Reports Priorities Surveys Administration 1 r Assessments 2016 (Organization Draft) sum Assessment Unit ID " Assessment Unit Name Water Type EPA IR Category Organization IR Category Multi-IR Category Cycle Last Assessed Last Modified Cycle Last Modified Validation Status ; BB_AdairRiver_1 Adair River CHANNEL naiiBWfi Never Assessed BB_BA-L- FREEMAN_01 Freeman Lake CREEK 5 5 2014 Mar 29,2018 8:22:49 AM 2016 o In Progress BB_BF-R- BEAR_BUTTE_01 Bear Butte Creek RIVER 1 2014 Mar 29,2018 8:22:49 AM 2016 o in Progress BBJ3F-R- CROW_01_USGS Crow Creek CREEK 2 2014 Mar 29, 2018 8:22:49 AM 2016 Q In Progress BB_BS-L- MADISON_01 Lake Madison LAKE/RESERVOIR/POND 5 5 2014 Mar 29, 2018 8:22:49 AM 2016 Q In Progress Cycle Selection - = Menu Manage Cycle Valid uPloacl Assessments Export Assessments That opens the Cycle Management window. A IMPORTANT; Cycle documents need to be uploaded BEFORE selecting the next status and promoting the cycle. Any documents uploaded after the cycle has been promoted to the next status will not be visible to EPA because they will be attached to the state's "In Progress" view that only the state can see, rather than the Snapshot that is visible to EPA. ------- Page | 2 a. To access the cycle documents management area, click on the appropriate Cycle in the table on the right side of the screen (shown here in the red box). That will highlight the row in green, and open an extra window below. r % i ® © Home Assessment Units Assessments Actions Reports Priorities Surveys Administration 2016 Cycle Management Cycle Selection » = Menu Cycle History Cycle Label ; Status t Type Cycle Years CYCLE INFORMATION: This cycle has not yet been submitted to the EPA for review. 2016 Organization Draft In Progress Current Organization Draft Status Next Status* Select Next Status * Snapshot Label Promote % i «£ m © ® © Home Assessment Units Assessments Actions Reports Priorities Surveys Administration 2016 Cycle Management Cycle Selection ~ = Menu Cycle History CYCLE INFORMATION: This cycle has not yet been submitted to the EPA for review. Cycle i Label ^ Status t 2016 Organization Draft Type Cycle Years In Progress Current Organization Draft Status Select Next Status Snapshot Label Cycle 2016 (Organization Draft) Document Document Type Agency File Name Document Information - IR Report Name Code IR Report Integrated State hmw_factsheet_V2.pdf Comment Not Specified Manage Documents 2016 Manage Cycle Return to List ------- Page | 3 b. Click on the Manage Documents link (shown on the previous page). Upload a document. i. Type in a name for the document. ii. Assign the appropriate document tags. A document that contains multiple pieces can have multiple tags for the same document. For instance, if the Integrated Report document also contains the Summary of State Response to Public Comment, both tags can be applied to that document. Clicking in the Document Type box should open a drop-down menu, and you can click on a tag. You may add additional tags by starting to type in the document type box and it should filter the options. (The drop-down only shows for the first tag.) iii. Choose the File to upload (browse to the file on your computer). iv. Provide a document comment (optional). v. Click on the "Add" button. The document will be added to the table on the right. Cycle 2016 (Organization Draft) Agency Code* Document Name* EPA <§> State O Tribal Document Name Document Type Agency Code No Documents 2016 IR Report Document Type- Integrated Report Document 3 Summary of State Response to Public document type(s) Document Comment 16irfinal.pdf document comment. Internal Use Only 0/4000 9 I Cancel Cycle 2016 (Organization Draft) Agency O EPA ® State O Tribal Code* Document document name Name* Lament document type(s) Type* Document Document Type Agency File Name Name Code 2016 IR Integrated Report Document, Summary of State State I6irfjnal.pdf ft Report Response to Public Comments c. Repeat step "b" for each additional document to be uploaded. Geospatial data is handled a little differently, as described below. ------- Page | 4 d. Upload Geospatial Data. A specific form for uploading geospatial data is not currently available. For now, please zip up your shapefiles or geodatabase file and upload the zipped file as an attachment under cycle documents. Please also provide the following information about the geospatial data. i. Document Name: "GIS: cname of column in GIS containing Assessment Unit ID>" Note: Please start with "GIS" so we can more easily identify the geospatial data. Then provide the exact name of the column that contains the Assessment Unit ID (this is required so that we can process the geospatial data). In the example below, the geospatial file contains a column named "AU_ID" that contains the Assessment Unit ID. ii. Document Type: "Other Supporting Documents" iii. Choose the File to upload. Note: The zipped file size is currently limited to 25 MB. (The geospatial file size limits should be increased to allow larger files once the geospatial data upload form is available.) Cycle 2016 (Organization Draft) Agency Code" Document Name* Document "type* Document Comment EPA ® State O Tribal document name document type(s) document comment... Internal Use Only No File Chosen Document Name Document Type Agency Code File Name 2016 IR Report Integrated Report Document, Summary of State Response to Public Comments State 16irfinal.pdf nm GIS: AU_ID Other Supporting Documents State IR2016_GIS.zip 0/4000 I Cancel ------- Page | 5 4. How to Promote (Submit) the Cycle a. Select the appropriate next status from the "Next Status" drop-down. WARNING: Once you promote (submit) the cycle to "Organization Final Action - Submittal", you cannot undo the submission. At that point, the region would need to return the cycle to the state if something was missing or the state wants to resubmit. % H fi ® @ © Home Assessment Units Assessments Actions Reports Priorities Surveys Administration 2016 Cycle Management Cycle History Cycle Selection ~ = Menu Cycle CYCLE INFORMATION: This cycle has not yet been submitted to the EPA for review. 2016 Label Status Organization Draft Type Cycle Years In Progress Current Organization Draft Status Select Next Status Snapshot Label b. Promote the cycle. Click the "Promote" button. This creates a new Snapshot, labeled with the date that the Snapshot was taken. -EJ> LHJ w «l Home Assessment Units Assessments Actions Reports Priorities Surveys Administration fi © 2016 Cycle Management Cycle Selection » = Menu Cycle History CYCLE INFORMATION: This cycle has been submitted to the EPA for review. Cycle t Label i Status ; 2016 IN_PROGRESS_2016 Organization Final Action - Submittal -~ 2016 SNAPSHOT_2018_04_06 Oiganizatlon Final Action - Submittal Cycle Type Years In Progress Snapshot A A This image is from the state's perspective. Any cycle documents that were uploaded prior to the Snapshot creation should be attached to the Snapshot. Click on the Snapshot in the table on the right side of the page (as shown above), which will highlight that row in green, and open a new area (below), which shows the attached documents. ------- Page | 6 2016 Cycle Management Cycle Selection ~ = Menu Cycle History CYCLE INFORMATION: This cycle has been submitted to the EPA for review. Cycle i Label i 2016 IN PROGRESS 2016 Organization Final Action - Submittal Type In Progress Cycle Years 2016 SNAPSHOT_2018_04_06 Organization Final Action - Snapshot A Submittal Cycle 2016 (Organization Final Action - Submittal) Document Document type Agency File Name Name Code 2016 IR Integrated Report State I6irflnal.pdf Report Document, Summary of State Response to Public Comments Document Information - 2016 IR Report Comment Not Specified GIS: Other Supporting State IR2016_GIS.zip AUJD Documents This image is from the state's perspective. The images above are from the State's perspective. The state would have access to both the "Organization Final Action - Submittal" Snapshot (which is read only), and the "Organization Final Action - Submittal" In Progress versions. Note: Any changes that the state makes following the Snapshot creation would occur on the state's "In Progress" version (in this case, the "Organization Final Action - Submittal" In Progress version), which is not visible to EPA. ------- |