Electronic Document Access (EDA)

1. Electronic Document Access (EDA) Account Administration “Fly-in” Action ( Continue to Page Down/Click on each page…)

2. User Account Administration Process a Request… • Log into EDA • Click Account Administration Let’s Take a Closer LOOK…

3. Entering Account Administration If you don’t see Account Administration on your Document Selection screen… Your User Administration Role (i.e. EB POC or EDA Executive or ADMIN)has not been granted to your user account. Contact the EDA Help Desk for assistance To Perform User Account Administration CLICK “Account Administration” on the Document Selection Screen within EDA

4. Account Administration Menu Account Administration MenuContains: Registrations queues, Request queues, and the capability to Search, View, Modify and Delete user accounts. Let’s Take a Closer LOOK…

5. Search View Modify Delete Account Maintenance / Inquiry How to Process Account Maintenance… EDA A user may notify their Primary EB POC by e-mail or telephone to request a change to their EDA account information. An EB POC may need to change a user’s status. A report may be required on the user community, etc.

6. Account Maintenance • Search, View, Modify, Delete • This is your customized query. • Search your community of users, • View query results/produce Ad hoc reports, • Modify user accounts or • Delete users Accounts Click Search, View, Modify or Delete

7. Query User Account • Flexible Query Capabilities • Query on any Field • (partial entry/wildcard accepted) • Show any field on result screen • (“Check” box to include in results) • User Type Specifics EDA controls QUERY access by Role and C/S/A. Only users in your ASSIGNED C/S/A will be available for administration. EDA Executives see their ENTIRE C/S/A User Authorization structure and activities. EB POCs see their authorization level they are ASSIGNED and those below (if available). EDA Help Desk (ADMIN) views the EDA Universe.

8. Query User Account Click “Execute This Query” Enter Value(s) in Fields • User Type & Status • Include all (highlighted blue) OR • Select individually Check ‘show’ box to include information on result page Query Examples Specific user – by Name Specific community – by C/S/A General “status” check for community/group Combination queries…powerful options…

9. Account Query Results Alphabetical By Name Last, First General Navigation Total in “Query Result” Click “Name” Queue may be re-sorted by column. Click column heading to re-sort queue.

10. Viewing a User Account Click View History View a User Account Fields display current information View History link Shows account audit trail Approved by, date, activity, comment A User’s Primary/Alternate EB POC are identified. Click “Name of EB POC” Document Access and Privileges Special Roles

11. View History View History provides an Audit trail of Account Administration Activities. Date of Activity, Approved by, Event/Change, and Comment (optional) Audit Details Link to “Approver” “Not Viewable” in Approved by indicates you don’t have update authority to the individual account Call the EDA Help Desk for Assistance Queue may be re-sorted by column. Click column heading to re-sort queue.

12. View EB POC - Contact Info A page offering basic EB POC contact information. Click on “Name of person” to view more information “Not Viewable” indicates you don’t have update authority to the individual account Link to “EB POC” Account Contact information EB POC C/S/A assignments

13. Modify an Account Modify User Account as Required *required entry Enter NEW Value(s) into entry fields Make any necessary changes by entering new content into fields “Check” Documents to Access “Uncheck” Documents to DENY Access Error messages are displayed if problems with data entered. Alter as required Click “Update This Account”

14. Confirm Modifications Confirmthe highlighted changes, Comment(optional)&Submit Comment is available for each change. Presented in View History – audit trail. Organization Comment Permission Comment Click “Confirm”

15. Inactivate an Account To INACTIVATE an Account change status to “Inactive” An Inactive status DENIES access into EDA Password Reset may be used to reactivate the user’s account Click “Update This Account”

16. Inactivation Confirmation Enter Comment (optional) User cannot gain access to EDA Access will be denied if attempted by user Use Password Reset to reactivate the account Click “Confirm”

17. Delete User Account To DELETE an account change status to “Deleted” After Delete… A user MUST re-register to become an EDA User again Do NOT attempt to re-activate Click “Update This Account”

18. Delete User Confirmation After Delete… A user MUST re-register to become an EDA User again Do NOT attempt to reactivate account Enter Comment (optional) Click “Delete this Account…”

19. EDA User’s Guide • STEP-by-STEP instructions (for all Users) • Entire section dedicated to the EDA Executive and the EB POC and their tasks/activities • Training Modules Referto the EDA Users Guide The End