Document 6541453

Transcription

Document 6541453

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SMO Portal User's Manual
Revision History
Contract No.
EP-W-06-046
EP-W-14-004
Version
1.0
2.0
3.0
4.0
4.0
5.0
Date
October 2010
September 2011
January 2012
September 2012
March 2014
September 2014
Revision Summary
Initial release
CLPSS release 1.0
CLPSS release 2.0
CLPSS release 3.0 and 4.0
Updated contract number.
CLPSS release 8.0
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TABLE OF CONTENTS
1.
INTRODUCTION ................................................................................................................................................ 1
1.1
1.2
1.3
1.4
1.5
2.
Features of the Contract Laboratory Program Support System (CLPSS)..................................... 1
User Access .................................................................................................................................. 1
1.2.1 User Activity Flow .......................................................................................................... 2
Contract Laboratory Program Support System (CLPSS) Overview............................................. 4
How to Use the Sample Management Office (SMO) Portal User's Manual (UM) ...................... 4
1.4.1 Text Conventions............................................................................................................. 4
1.4.2 Annotations...................................................................................................................... 4
1.4.3 Equipment Environment .................................................................................................. 5
1.4.4 Security Measures............................................................................................................ 5
References .................................................................................................................................... 5
1.5.1 Internal References .......................................................................................................... 5
1.5.2 External References ......................................................................................................... 7
THE SAMPLE MANAGEMENT OFFICE (SMO) PORTAL ......................................................................... 9
2.1
2.2
2.3
Accessing the Sample Management Office (SMO) Portal ........................................................... 9
Registering for Access to the SMO Portal .................................................................................. 11
Logging into the SMO Portal ..................................................................................................... 15
2.3.1 SMO Portal Home Page Components ........................................................................... 16
2.4 Accessing SMO Portal CLPSS Tasks......................................................................................... 18
2.4.1 Access SMO Portal Administrative Tasks .................................................................... 18
2.4.2 SDG Weekly Status Portlet and Access to the SDG Tracking System (STS) ............... 18
2.4.3 SMO Portal Navigation ................................................................................................. 19
2.5 Manage User Profile/Change Password ..................................................................................... 20
2.6 Account Assistance..................................................................................................................... 23
2.7 Activate Inactive Account .......................................................................................................... 26
2.8 Registration by the User Administrator ...................................................................................... 27
2.9 Notifications ............................................................................................................................... 28
2.10 Display Soil and Import Permits................................................................................................. 30
2.11 Online Help................................................................................................................................. 30
3.
SMO PORTAL TASKS ..................................................................................................................................... 33
3.1
Administrative Tasks .................................................................................................................. 33
3.1.1 Manage CLPSS Data ..................................................................................................... 33
3.1.2 Manage SMO Portal Data.............................................................................................. 33
3.1.3 Manage SMO Portal Users ............................................................................................ 46
3.1.4 Review Regional Data Restrictions ............................................................................... 60
3.2 Functional Tasks ......................................................................................................................... 67
APPENDIX A: LIST OF ACRONYMS................................................................................................ A-1
LIST OF TABLES
Table 1-1.
Table 2-1.
Table 2-2.
Table 2-3.
Table 2-4.
Table 2-5.
Table 2-6.
Table 2-7.
Table 2-8.
Table 3-1.
Table 3-2.
CLPSS Tasks .............................................................................................................................. 1
Welcome to the SMO Portal Login Page Components ............................................................ 10
New User Registration - Account/Organization/Personal Information Page Components ...... 12
SMO Portal Home Page Components ...................................................................................... 16
SDG Weekly Status Portlet Components ................................................................................. 19
User Profile Page Components ................................................................................................. 22
Account Assistance Page Components..................................................................................... 23
Change Password Page Components ........................................................................................ 26
View All Notifications Page Components................................................................................ 29
Manage SMO Portal Data Page Components ........................................................................... 34
Edit Organization Page Components ........................................................................................ 35
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Table 3-3. Approve/Edit Role Access Pop-Up Window Components ...................................................... 37
Table 3-5. Manage SMO Portal Data Page Components ........................................................................... 41
Table 3-6. Edit Organization Page Components ........................................................................................ 42
Table 3-8. Manage Users Page Components ............................................................................................. 48
Table 3-9. Edit Users Page Components ................................................................................................... 49
Table 3-10. Manage Users Page Components ........................................................................................... 54
Table 3-11. Add New User Page Components .......................................................................................... 55
Table 3-12. Restrictions Report Page Components ................................................................................... 61
Table 3-15. Add User Restriction Page Components ................................................................................ 66
LIST OF FIGURES
Figure 1-1. SMO Portal User Flow Diagram ............................................................................................... 3
Figure 2-1. Welcome to the SMO Portal Login Page ................................................................................ 10
Figure 2-2. New User Registration - Terms and Conditions Page ............................................................. 11
Figure 2-3. New User Registration - Account/Organization/Personal Information Page .......................... 12
Figure 2-4. New User Registration - Confirmation Page ........................................................................... 14
Figure 2-5. SMO Portal Home Page – Administrative User ...................................................................... 16
Figure 2-6. SDG Weekly Status Portlet ..................................................................................................... 19
Figure 2-7. User Profile Page ..................................................................................................................... 21
Figure 2-8. Account Assistance Page ........................................................................................................ 23
Figure 2-9. Account Assistance Page with Secret Question Displayed ..................................................... 24
Figure 2-10. Account Assistance Page with Temporary Password Displayed .......................................... 24
Figure 2-11. Change Password – Terms and Conditions Page .................................................................. 25
Figure 2-12. Change Password Page.......................................................................................................... 25
Figure 2-13. Inactive Account Message .................................................................................................... 26
Figure 2-14. Complete Your Registration Page ......................................................................................... 27
Figure 2-15. Notifications Flag .................................................................................................................. 28
Figure 2-16. Notifications Flag .................................................................................................................. 28
Figure 2-17. View All Notifications Page ................................................................................................. 29
Figure 2-18. Review and Download Soil Permits Page ............................................................................. 30
Figure 2-19. Example Online Help Page ................................................................................................... 31
Figure 3-1. Manage SMO Portal Data Page .............................................................................................. 34
Figure 3-2. The Edit Organization page..................................................................................................... 35
Figure 3-3. The Approve/Edit Role Access Pop-Up Window (Edit)......................................................... 37
Figure 3-4. The Approve/Edit Role Access Pop-Up Window (Add) ........................................................ 39
Figure 3-5. Manage SMO Portal Data Page .............................................................................................. 41
Figure 3-6. The Edit Organization page (Add Organization) .................................................................... 42
Figure 3-7. The Approve/Edit Role Access Pop-Up Window (Add) ........................................................ 44
Figure 3-8. Manage Users Page ................................................................................................................. 47
Figure 3-9. Edit User Page ......................................................................................................................... 49
Figure 3-10. Manage Users Page ............................................................................................................... 53
Figure 3-11. Add New User Page .............................................................................................................. 55
Figure 3-12. Add New User (After User Registration) .............................................................................. 59
Figure 3-13. Restrictions Report Page ....................................................................................................... 60
Figure 3-16. Add User Restriction Page .................................................................................................... 66
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1. INTRODUCTION
This Manual provides information to United States Environmental Protection Agency (EPA)
personnel, Sample Management Office (SMO) Contractor personnel, and EPA Contract
Laboratory Program (CLP) designated users on accessing and using the Sample Management
Office (SMO) Portal tasks of the Contract Laboratory Program Support System (CLPSS).
Descriptions and instructions for each menu, page, and field are provided in the following
sections. This section explains system features, how this Manual should be used, and how it is
organized. It also introduces the CLPSS concept, its environment, and the objectives of the
CLPSS design.
1.1
Features of the Contract Laboratory Program Support System (CLPSS)
CLPSS features the following functionality:
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1.2
Web-based System - users gain access to CLPSS by entering an Internet address into the
browser on their desktop computer. This allows users to access CLPSS from any location
where the Internet is accessible.
Access by Functionality - users request access to the functionality of CLPSS based on the
activities he/she will perform. This provides users with access to the functionality that they
need, but no more than they need. User access must be approved by the CLPSS user
administrator, and is linked to username and password.
Ease of Use - CLPSS provides features that increase usability. Many of the CLPSS tasks
allow searches on multiple search criteria, allowing the user to easily find data, and data
tables allow the user to choose how the data is sorted.
Real-time access to data - CLPSS provides real-time access to Case information.
Online Help - CLPSS provides an Online Help feature to provide assistance to the user.
User Access
Users will access different functions of the CLPSS, depending upon the type of tasks that they
need to perform. For example, a user with Manage SMO Portal Users access is usually a system
administrator who must perform user management tasks, such as unlocking passwords or
deactivating accounts when a user no longer requires access. Some activities, such as scheduling,
are limited to SMO personnel. Laboratory personnel may view laboratory assignments only for
their own laboratory.
The following table lists all of the CLPSS tasks that the user may select. [Tasks marked with an X
are only available to users selecting the Analytical Services Branch (ASB) or SMO
organizations.]
Table 1-1. CLPSS Tasks
Task
ASB/SMO Only
Access All EXES tasks
X
Approve Tests – Enhanced EXES
X
Check Out /Send NFG Reports
X
Create/Edit Sample Delivery Group
Generate EXES Reports
X
Manage CLPSS Data
X
Manage Contracts
X
Manage EXES – Enhanced EXES
X
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SMO Portal User’s Manual
Task
ASB/SMO Only
Manage Invoices
X
Manage Portal Data
Manage Profile
Manage Users
X
Process Failed SDGs/Track Data
X
Process Invoices
X
QC Data/Generate Final Deliverables
X
View/Create/Edit Modified Analyses
X
Resolve Problems/Send Reports
Review Data Assessment
Review Data/View Defects
X
Review Deliverables – Enhanced EXES
X
Review Regional Data Restrictions
X
Schedule Requests
Submit and Inspect Data
Submit and Inspect Data – Enhanced EXES
Submit Chain of Custody
Submit Preliminary Results
X
Track & Shelve Data Packages
Track CLP Data Status
X
Track Deliverables – Enhanced EXES
View/Create/Edit Reports
View/Create/Edit Requests
X
View Defects/Review Deliverables
View Lab Assignment
1.2.1
User Activity Flow
Figure 1-1 shows the basic user activity flows for a SMO Portal User.
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User Access SMO Portal Site
Yes
Does User have login
credentials?
No
User Administrator adds
new user
User registers for access
User is notified via email
Yes
Does User Administrator
approve user?
User logs in with existing
credentials
No
User accesses desired
CLPSS functions
User is not able to login and
access CLPSS functions
Existing user manages their
profile
Figure 1-1. SMO Portal User Flow Diagram
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1.3
Contract Laboratory Program Support System (CLPSS) Overview
The Contract Laboratory Program Support System (CLPSS) provides centralized, automated
support of processes inherent in the collection, analysis, evaluation, reporting, and payment of
samples and analytical chemistry services under the United States Environmental Protection
Agency (EPA) Contract Laboratory Program (CLP). CLPSS systems maintain database and
tracking systems to track performance of analytical methods, provide data for Superfund Cost
Recovery, monitor laboratory performance, and maintain laboratory contract and invoicing
information. CLPSS is also used to distribute electronic analytical data for use in Regional
programs and Analytical Service Branch (ASB) research studies.
The user accesses CLPSS tasks through the SMO Portal. The SMO Portal is a Web site that
provides a single sign-on point for CLP users (ASB, EPA Regions, Laboratories, Samplers, and
Contractor personnel) to access a variety of SMO content, services, and applications relevant to
each specific user.
1.4
How to Use the Sample Management Office (SMO) Portal User's Manual
(UM)
The SMO Portal User's Manual is divided into the following sections and appendixes.
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1.4.1
Section 1. Introduction - provides the User's Manual text conventions, a brief purpose
and overview, operating environment, as well as a data flow and work flow diagrams.
Section 2. The SMO Portal - provides step-by-step instructions for accessing the SMO
Portal.
Section 3. SMO Portal Tasks - provides an overview of the current SMO Portal
Administrative and Non-Administrative functions.
Appendix A. Acronyms - lists the acronyms used in this Manual.
Text Conventions
To help the user distinguish between the text of the Manual, user keystroke entries, menu
selections, and command buttons in the application, the following conventions were used:
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

1.4.2
Text is written in the Times New Roman typeface (this typeface).
Emphasis is indicated by bold Times New Roman text.
Links are indicated by underlined bold Times New Roman text.
Buttons are indicated by bold 10 point Arial text.
Pages are indicated by bold, italic Times New Roman text.
Instructions are introduced by bold, italic, underlined Times New Roman text.
Annotations
The user will see the following annotations throughout the Manual:
NOTE
Important information to remember while using the system.
WARNING!
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Failure to heed warnings may cause the system to function improperly.
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1.4.3
Equipment Environment
The minimum computer system setup contains the following requirements:

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
1.4.4
Microsoft ®Internet Explorer 7.0
Microsoft ®Windows 98, 2000, 2003, or XP operating system
5 GB of hard drive space
512 MB RAM
500 MHz processor or better
Internet access
Web browser supporting Hypertext Markup Language (HTML) 4.X or higher
Security Measures
SMO Portal users must use a five-to-eight character username to log in. In addition to a
username, users must have a password to access their account. The rights and privileges for users
of CLPSS must meet the following requirements:

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
1.5
Only users who have been approved by the system administrator can access the system.
Users with Manage SMO Portal Users privileges have rights to add, delete, and/or
modify user information.
Users with Manage SMO Portal Data privileges have rights to add, delete, and/or modify
valid CLPSS User Organizations and their identifying, information and assigned default
SMO Portal tasks.
Users are granted access to the functionality of CLPSS based on the type of work they
will perform.
References
Various internal and external references were used during development of CLPSS and this
document. Except where noted, this document conforms to requirements outlined in the
following documents:


1.5.1
Office of Solid Waste and Emergency Response (OSWER) System Life Cycle
Management Guidance document available on the EPA Web site at
http://www.epa.gov/swerrims/docs/oswerlcm/00000002.pdf.
CIRCULAR NO. A-130 document available on the Office of Management and Budget
(OMB) Web site at http://www.whitehouse.gov/omb/circulars/a130/a130trans4.html.
Internal References
The following documents are available as reference material:

Contract Laboratory Program Support System (CLPSS) System Requirements Specification
(SRS) with the following attachments:
− ATTACHMENT 1:
Use Cases for the Manage Contracts functions of the Contract
Laboratory Program Support System (CLPSS)
− ATTACHMENT 2:
Use Cases for the Manage Invoices and Process Invoices
functions of the Contract Laboratory Program Support System (CLPSS)
− ATTACHMENT 3:
Use Cases for the Submit Chain of Custody (COC) functions of
the Contract Laboratory Program Support System (CLPSS)
− ATTACHMENT 4:
Use Cases for the Submit Preliminary Results (PR) functions of
− ATTACHMENT 5:
Use Cases for the Track Samples and Deliver Data functions of
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−
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ATTACHMENT 6:
Use Cases for the View/Create/Edit Modified Analyses (MA)
− ATTACHMENT 7:
Use Cases for the Submit Data (Enhanced EXES) functions of
− ATTACHMENT 8:
Use Cases for the Deliverable Receiving (Enhanced EXES)
− ATTACHMENT 9:
Use Cases for the Deliverable Review (Enhanced EXES)
− ATTACHMENT 10: Use Cases for the Issue Resolution (Enhanced EXES) functions
of the Contract Laboratory Program Support System (CLPSS)
− ATTACHMENT 11: Use Cases for the Manage EXES (Enhanced EXES) functions of
− ATTACHMENT 12: Use Cases for the Analytical Services Request (ASR) functions of
− ATTACHMENT 13: Use Cases for the Analytical Services Reporting Center (ASRC)
Individual CLPSS application system user’s manuals
− View/Create/Edit Requests User’s Manual (UM)
− Schedule Requests User’s Manual (UM)
− View Lab Assignments User’s Manual (UM)
− Sample Management Office (SMO) Portal User’s Manual (UM)
− CLPSS Data Admin User’s Manual (UM)
− Electronic Data Exchange & Evaluation System (EXES) User’s Manual (UM) (includes
EDM)
− Electronic Data Exchange & Evaluation System (Enhanced EXES) Submit Data User’s
Manual (UM)
− View/Create/Edit Modified Analyses User’s Manual (UM)
− Submit Chain of Custody User’s Manual (UM)
− Submit Preliminary Results User’s Manual (UM)
− Create/Edit Sample Delivery Group (SDG) User’s Manual (UM)
− Manage Contracts User’s Manual (UM)
− Manage Invoices User's Manual (UM)
− Process Invoices User’s Manual (UM)
− Analytical Services Reporting Center (ASRC) User's Manual
CLPSS system lifecycle management documentation
− Contract Laboratory Program Support System (CLPSS) System Design Document (SDD)
− Contract Laboratory Program Support System (CLPSS) Data Management Plan (DMP)
− Contract Laboratory Program Support System (CLPSS) Data Element Dictionary (DED)
− Contract Laboratory Program Support System (CLPSS) Operations Manual (OM)
CLPSS system online help
− View/Create/Edit Requests Online Help
− Schedule Requests Online Help
− View Lab Assignments Online Help
− Contract Laboratory Program Support System (CLPSS) Data Admin Online Help
− Sample Management Office (SMO) Portal Online Help
− Electronic Data Exchange & Evaluation System (EXES) Online Help
− Electronic Data Exchange & Evaluation System (EXES) Data Manager (EDM) Online
Help
− Electronic Data Exchange & Evaluation System (Enhanced EXES) Submit Data Online
Help
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1.5.2
− View/Create/Edit Modified Analyses Online Help
− Sample Delivery Group (SDG) Tracking System (STS) Online Help
− Submit Chain of Custody Online Help
− Submit Preliminary Results Online Help
− Create/Edit Sample Delivery Group (SDG) Online Help
− Manage Contracts Online Help
− Manage Invoices Online Help
− Process Invoices Online Help
− Analytical Services Reporting Center Online Help
Contract Laboratory Program Support System (CLPSS) Test Plans
Statement of Work (SOW) for EPA Contract Number EP-W-14-004
Individual analytical laboratory contracts, including SOWs under the CLP
Quality Assurance Plan for the SMO Contract
SMO Standard Operating Procedures (SOPs):
− EPA/SIS SOP No. 01: Updating SMO Software Programs
− EPA/SIS SOP No. 02: Updating/Revising System Documentation
− EPA/SMO SOP No. 01: Electronic Record of Communication
− EPA/SMO SOP No. 02: Site Information Maintenance
− EPA/SMO STIR SOP No. 01: Contract Laboratory Program Analytical Services Sample
Scheduling
− EPA/SMO STIR SOP No. 02: Documenting Laboratory Contract Actions
− EPA/SMO STIR SOP No. 04: Chain of Custody (COC) Record Tracking and Data Entry
− EPA/SMO STIR SOP No. 05: Contract Closeout
− EPA/SMO STIR SOP No. 06: Initial Invoice Processing
− EPA/SMO STIR SOP No. 07: The Production of the Performance Scheduling Report
− DASS SOP No. 01: The DASS Information Desk
− DASS SOP No. 02: CCS Review of Organic Deliverables for SOM01.X
− DASS SOP No. 03: CCS Review of Inorganic Deliverables for ISM01.X
External References
The following external reference material and links are applicable to CLPSS development:

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USEPA Contract Laboratory Program National Functional Guidelines for Superfund
Organic Methods Data Review document available at
http://www.epa.gov/superfund/programs/clp/guidance.htm#lcorg
Exhibit H of the Multi-Media, Multi-Concentration Organics Analysis (SOM01.X) Statement
of Work (SOW) available at:
http://www.epa.gov/superfund/programs/clp/download/som/som11e-h.pdf
Exhibit H of the Multi-Media, Multi-Concentration Organics Analysis (SOM02.X) Statement
http://www.epa.gov/superfund/programs/clp/download/som/som21e-h.pdf
Exhibit H of the Multi-Media, Multi-Concentration Inorganics Analysis (ISM01.X) Statement
http://www.epa.gov/superfund/programs/clp/download/ism/ism12e-h.pdf
Exhibit H of the Multi-Media, Multi-Concentration Inorganics Analysis (ISM02.X) Statement
http://www.epa.gov/superfund/programs/clp/download/ism/ism21e-h.pdf
The Government Information Security Reform Act
USEPA Directive 2100 - Information Resources Management Policy Manual available at
http://www.epa.gov/docs/irmpoli8/archived/polman/index.html
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
Guide for Developing Security Plans for Federal Information Systems available at
http://csrc.nist.gov/publications/nistpubs/800-18-Rev1/sp800-18-Rev1-final.pdf
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2. THE SAMPLE MANAGEMENT OFFICE (SMO) PORTAL
This section provides the user with step-by-step instructions for how to access Contract
Laboratory Program Support System (CLPSS) functions through the Sample Management Office
(SMO) Portal. The SMO Portal is the access portal for the CLPSS functions.
In order to access the SMO Portal, users must register using the Register link. Users enter the
username and password that they will use to access the SMO Portal. They also request access to
CLPSS functions that they will need to use. Once the system administrator approves the request,
an email notification is sent to the user requesting access. Approved SMO Portal users may
access CLPSS system functions, as well as other SMO applications.
In addition to CLPSS functions requested, SMO Portal users can manage their own user profile,
including changing their password. If the user forgets their password, they can access the SMO
Portal by answering a "secret question" selected during registration.
2.1
Accessing the Sample Management Office (SMO) Portal
To access the SMO Portal:
Step 1
Launch the Web browser.
Step 2
In the address window, enter https://epasmoweb.fedcsc.com/smoportal. The
Welcome to SMO Portal login page displays (Figure 2-1).
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Figure 2-1. Welcome to the SMO Portal Login Page
Table 2-1 describes the page components that are provided in Welcome to the SMO Portal login
page.
Table 2-1. Welcome to the SMO Portal Login Page Components
Page Component
Description
Username text entry field
A name used in combination with the password to access the user account.
username must be one word, and may be up to 50 characters long.
Password text entry field
A string of characters that must be supplied by a user in order to gain access
to the SMO Portal. Must be a minimum of eight characters login and contain
at least one alphanumeric character, one special character, and one number.
It cannot contain < or> and will be case sensitive upon login.
LOG IN button
Logs the user into the SMO Portal.
RESET button
Clears entries in the Username and password entry fields.
Register link
Accesses the New User Registration - Terms and Conditions page.
Account Assistance link
Accesses the Account Assistance page.
CLPSS Helpdesk link
Opens an email addressed to the CLPSS Helpdesk.
Review and Download Soil and
Import Permits link
Accesses the Soil and Import Permits main page on the EPA Web site.
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2.2
Registering for Access to the SMO Portal
The following section describes how the applicant requests access to the SMO Portal. Once the
request has been entered, a system administrator must approve the request before the user can
access the SMO Portal.
NOTE
Users will be provided with limited system functions until their access has been
approved.
To register as a user:
Step 1
Step 2
Welcome to the SMO Portal login page (Figure 2-1) displays.
NOTE
Refer to Table 2-1 for a description of page components for the Welcome to the SMO
Portal login page.
Step 3
Click Register. The New User Registration - Terms and Conditions page (Figure 22) displays.
Figure 2-2. New User Registration - Terms and Conditions Page
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Step 4
Review the Terms and Conditions for registration. Click Yes, I accept the Terms
and Conditions to continue to the next page. The New User Registration Account/Organization/Personal Information page (Figure 2-3) displays.
Figure 2-3. New User Registration - Account/Organization/Personal Information Page
Table 2-2 describes the page components that are provided in New User Registration Account/Organization/Personal Information page. Fields that are required are marked with an
asterisk (*).
Table 2-2. New User Registration - Account/Organization/Personal Information Page
Components
Page Component
Description
Account Information Fields
* Username entry field
A unique sequence of characters used to identify a user and allow
access to the SMO Portal. Must consist of alphanumeric characters
only and will be case sensitive upon login.
* Password entry field
A string of characters that must be supplied by a user in order to gain
access to the SMO Portal. Must be a minimum of eight characters
login and contain at least one alphanumeric character, one special
character, and one number. It cannot contain < or> and will be case
sensitive upon login.
* Confirm Password entry field
Used to reenter the password to ensure that it is entered correctly.
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Page Component
Description
* Secret Question drop-down
box
A prompt issued by the SMO Portal if the user is unable to remember
their password. If the Secret Answer entered in response to the
Secret Question is correct, the user will be issued a temporary
password.
* Secret Answer entry field
The response to the Secret Question selected by the user. If the
Secret Answer entered in response to the Secret Question is correct,
the user will be issued a temporary password.
Organization Information Fields
*Organization drop-down box
Used to select the business, government, or administrative enterprise
that employs the user (EPA, EPA Region, laboratory, office, etc.). This
is a required field for a user account and is used to determine the set
of tasks most appropriate for the user.
CLP Laboratory Code dynamic
display field
If a Contract Laboratory Program laboratory is selected as the user's
organization, this field displays the alphanumeric code used by the
CLP to represent the laboratory.
Address dynamic display field
Displays the primary address organization selected.
Associated EPA Region
dynamic display field
Displays the numeric code for the EPA Region associated to the
organization selected.
Personal Information Fields
* First Name entry field
The first name of the user requesting an account for the SMO Portal.
* Last Name entry field
The last name of the user requesting an account for the SMO Portal.
* Email Address entry field
The email address of the user requesting an account for the SMO
Portal. Any alerts or notices for this account will be emailed to this
address.
* Business Phone entry field
The business telephone number of the user requesting an account for
the SMO Portal.
Alternate Phone entry field
An alternate telephone number for the user requesting an account for
the SMO Portal.
Fax entry field
The fax number of the user requesting an account for the SMO Portal.
* Address Line 1 entry field
The street address of the user requesting an account for the SMO
Portal.
Address Line 2 entry field
An additional line for the street address of the user requesting an
account for the SMO Portal.
* City entry field
The city of the user requesting an account for the SMO Portal.
* State drop-down box
The state of the user requesting an account for the SMO Portal.
* Country drop-down box
The country of the user requesting an account for the SMO Portal.
* ZIP Code entry field
The ZIP code of the user requesting an account for the SMO Portal.
REGISTER button
Completes the registration and submits the new account to the system
administrator for approval.
RESET button
Clears the entry fields.
User Tasks/Organizational Tasks Fields
Select… drop-down box
Used to select a CLPSS task that is associated with activities
performed by the business, government, or administrative enterprise
that employs the user.
X icon
Removes a task from the user's task list.
Select All link
Lists all CLPSS tasks that are associated with activities performed by
the business, government, or administrative enterprise that employs
the user.
Step 5
Enter the account and organization information.
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NOTE
Mousing over the information icon, (
information on the associated field.
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




Username
Password
Confirm Password
Secret Question
Secret Answer
Organization
Organization Address (system populated based on organization)
Step 6
Select the tasks to be performed.
Step 7
Enter the user personal information:












Step 8
), will provide the user with detailed
First Name
Last Name
Email Address
Business Phone
Alternate Phone
Fax
Address Line 1
Address Line 2
City
State
Country
ZIP Code
Click REGISTER to submit the entered information or RESET to clear the entry
fields. If REGISTER is clicked, the New User Registration - Confirmation page
(Figure 2-4) displays.
Figure 2-4. New User Registration - Confirmation Page
Step 9
Version 5.0
September 2014
Once the new account has been approved, notification will be sent to the email
address entered in the New User Registration - Account/Organization/Personal
Information page.
14
2.3
Logging into the SMO Portal
The user must log into the SMO Portal to access CLPSS Data Admin functions.
To log into the SMO Portal:
Step 1
Step 2
Welcome to the SMO Portal login page displays (Figure 2-1).
NOTE
Refer to Table 2-1 for a description of page components for the Welcome to the SMO
Portal login page.
Step 4
Enter the following information:


Step 5
Username
Password
Click LOG IN to enter the SMO Portal. The SMO Portal home page (Figure 2-5)
displays with the functions selected during registration.
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Figure 2-5. SMO Portal Home Page – Administrative User
2.3.1
SMO Portal Home Page Components
Table 2-3 describes the page components that are provided in the SMO Portal home page.
Table 2-3. SMO Portal Home Page Components
Page Component
Description
Access All EXES tasks task
Accesses the EXES Administrator page.
Approve Tests – Enhanced
EXES task
Accesses the EXES Manage Test page.
Check Out/Send NFG Reports
task
Accesses the Welcome DASS NFG Coordinator User page.
Create/Edit Sample Delivery
Group task
Accesses the Create/Edit SDG: Locate SDG page.
Generate EXES Reports task
Accesses the Welcome DASS Tester page.
Manage CLPSS Data task
Accesses the CLPSS Data Administration page.
Manage Contracts task
Accesses the Manage Contracts: Locate Contract page.
Manage EXES – Enhanced
EXES task
Accesses the EXES Admin User page.
Manage Invoices task
Accesses the Create/Edit Invoice: Locate SDG page.
Manage Portal Data task
Accesses the Manage SMO Portal Data page.
Manage Users task
Accesses the Manage Users page.
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Page Component
Description
Process Failed SDGs/Track
Data task
Accesses the Welcome Mailroom User page.
Process Invoices task
Accesses the Invoice Search page.
QC Data/Generate Final
Deliverables task
Accesses the Welcome Chemist User page.
Resolve Problems/Send
Reports task
Accesses the Welcome DASS Coordinator page.
Review Data Assessment task
Accesses the EXES Data Manager Data Search page.
Review Data/View Defects task
Accesses the Welcome Chemist User page.
Review Deliverables –
Enhanced EXES task
Accesses the EXES Deliverable Review page.
Review Regional Data
Restrictions task
Accesses the Restrictions Report page.
Schedule Requests task
Accesses the Schedule Individual Service Requests page.
Submit and Inspect Data task
Accesses the Welcome Lab User page.
Submit and Inspect Data –
Enhance EXES task
Accesses the EXES Data Submitter page.
Submit Chain of Custody task
Accesses the Submit Chain of Custody page.
Submit Preliminary Results
task
Accesses the Submit Preliminary Results: Locate SDG page.
Track & Shelve Data Packages
task
Accesses the Welcome Mailroom User page.
Track CLP Data Status task
Accesses the Welcome to STS (SDG Tracking System) page.
Track Deliverables – Enhanced
EXES task
Accesses the EXES Deliverable Receiving page.
View Defects/ Review
Deliverables task
Accesses the Welcome DASS NFG Administrator User page.
View Lab Assignment task
Accesses the Scheduled Requests page.
View/Create/Edit Modified
Analyses task
Accesses the View/Create/Edit Modified Analyses page.
View/Create/Edit Reports task
Accesses the Welcome to the Analytical Services Reporting Center
page.
View/Create/Edit Requests task
Accesses the View/Update Analytical Services Request page.
Weekly SDG Status for
Displays the date range of the previous day and the next seven days in
dd/mm/yyyy format.
Due dynamic display field
Displays the number of SDGs scheduled to be delivered within the
date range shown.
Delivered dynamic display field
Displays the number of SDGs delivered within the date range shown.
Late dynamic display field
Displays the number of SDGs that are past their scheduled delivery
date.
SDG dynamic display field
A group of samples from the same site, taken on the same day.
Case dynamic display field
A unique identifier assigned to scheduled samples by the Sample
Management Office (SMO).
Data Receipt Date dynamic
display field
Displays the receipt date of any data packages for the SDG.
Date Due Date dynamic display
field
The date upon which the data package should have been received by
SMO.
Days Late/Early dynamic
display field
Displays the difference between the date package that the data was
scheduled to be received and the date that the data package was
actually received.
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WARNING!
2.4
Using the Back and Forward buttons on your browser is not recommended.
Use the SMO Portal/CLPSS Data Admin navigation functions to ensure
correct system response.
Accessing SMO Portal CLPSS Tasks
The SMO Portal Home Page displays all of the tasks and tools available to the User. The tasks
and tools available will be only those for which the user has been authorized. The SMO Portal
Home Page for an Administrative User is shown in Figure 2-5. It is being shown to properly
illustrate all of the tasks and tools available on the Portal.
To access the tasks and tools of the SMO Portal:
Click on any of the CLPSS task icons (located on the left side of the SMO Portal home page) to
access the desired task or tool. The initial page for the selected task displays.
2.4.1
Access SMO Portal Administrative Tasks
The SMO Portal home page displays the Administrative task bar at the top of the page. The
administrative tasks available will be only those for which the user has been authorized.
Currently, there are three administrative tasks that can be approved for authorized CLPSS and
SMO Portal Administrators:



Manage CLPSS Data
Manage Portal Data
Manage Users
An overview of the administrative tasks is provided in Section 3.
2.4.2
SDG Weekly Status Portlet and Access to the SDG Tracking System (STS)
NOTE
Access to the Portlet and the STS is restricted to users approved for the Track Status
of CLP Data task.
The SDG Weekly Status Portlet is displayed below the SMO Portal menu. This portlet gives the
users the current status of their SDGs for that the range of dates displayed. It also provides a link
to the SDG Tracking System (STS) application. The portlet view is show in Figure 2-6.
Version 5.0
September 2014
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Figure 2-6. SDG Weekly Status Portlet
Table 2-4 describes the page components that are provided in the SDG Weekly Status portlet.
Table 2-4. SDG Weekly Status Portlet Components
Page Component
Description
Weekly SDG Status For: display field
Displays the date range for the portlet data.
Due: display field
Displays the number of SDGs that are due during the specified date
range.
Late: display field
Displays the number of SDGs that are past their Data Due Date and for
which the Data Receipt Date is not populated as of the specified date
range.
Display this number of results: dropdown box
Used to select the desired number of results to display at one time in the
Data Delivery For This Week table. Possible choices are 5, 10, and 20.
SDG display column
Displays the EPA unique identifier for the SDG.
Case display column
Displays the EPA unique identifier for the Case to which the SDG is
assigned.
Data Receipt Date display column
Displays the Date when the SDG data is received by the EPA SMO.
Data Due Date display column
Displays the Date the SDG data is due to the EPA SMO.
Days Early/Late display column
Displays the positive or negative difference between the Data Receipt
Date and the Data Due Date.
TRACK CLP DATA STATUS button
Allows an authorized user to access the SDG Tracking System (STS)
tool.
To access the SDG Tracking System (STS) tool of the SMO Portal:
Step 1 Log in to the SMO Portal Home Page.
Step 2 Click TRACK CLP DATA STATUS in the SDG Weekly Status Portlet.
2.4.3
SMO Portal Navigation
The following section describes the navigation features of the SMO Portal:
 General Navigation Links are found in the top right corner of every page.
- SMO Portal - returns the user to the SMO Portal.
- Help - displays help files to assist the user.
- About - displays current system information.
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
- Logout - exits the selected SMO Portal application or tool and the SMO Portal itself.
General Action icons are found below the General Navigation Links, in the upper right
section of every page.
-

Print Page - prints the current page view.
-
Page Instructions - provides additional information about the page.
-
Bookmark Page - creates a bookmark for the page in the browser.
-
Email Page - creates an email message containing the page address.
Refresh Page - refreshes the current page view.
Page Navigation Links are used to navigate through tables that are longer than one page.
-
Click > to go to the next page.
-
Click < to go to the previous page.
-
Click >> to go to the last page.

- Click << to go to the first page.
- Click the page number link to go to a specific page.
Required fields are marked with an asterisk (*).


Field descriptions are indicated by the
icon.
Pre-populated selection lists that display a list of options based on the letters typed are
indicated by the

Sorting Columns are indicated by a double arrow in the heading row
heading to sort.


Dates can be entered by using the calendar feature, indicated by the
icon.
To exit any SMO Portal application or tool and the SMO Portal itself, click Logout and
close the browser window by clicking [X] located in the upper right-hand side of the page.
Cautions
- Browser Buttons - use of the Back and Forward buttons on the browser is not
recommended.
- System Timeout - if the user does not perform any activity in CLPSS for 20 minutes, the
system logs the user out and displays an expired page message. The message provides a
link to return to the login page.

2.5
icon.
. Click the column
Manage User Profile/Change Password
Changes to SMO Portal user account, including changing the password, are entered in the User
Profile page.
NOTE
Version 5.0
September 2014
Most users may only update their own user profile. User administrators may perform
activities on other user profiles, including approving new users and unlocking
passwords. Refer to Section 3.1.3, Manage SMO Portal Users for information
regarding managing other user's profiles as a user administrator.
20
To access the user's profile:
Step 1
In the task bar click Manage Profile. The system displays the User Profile page
(Figure 2-7).
Figure 2-7. User Profile Page
Table 2-5 describes the page components that are provided in User Profile page. Fields that are
required are marked with an asterisk (*).
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Table 2-5. User Profile Page Components
Page Component
Description
* Username dynamic display
field
access to the SMO Portal. Must be a minimum of eight characters
login and contain at least one alphanumeric character, one special
character, and one number. It cannot contain < or > and will be case
sensitive upon login.
box
A prompt issued by the SMO Portal if the users are unable to
remember their password. If the Secret Answer entered in response
to the Secret Question is correct, the user will be issued a temporary
password.
The response to the Secret Question selected by the user. If the
Secret Answer entered in response to the Secret Question is correct,
the user will be issued a temporary password.
* Organization dynamic display
field
Displays the business, government, or administrative enterprise that
employs the user (EPA, EPA Region, laboratory, office, etc.). This is a
required field for a user account and is used to determine the set of
tasks most appropriate for the user.
display field
organization, this field displays the alphanumeric code used by the
CLP to represent the laboratory
User Tasks/Organizational Tasks Fields
Task Name dynamic display field
Approval Status dynamic
display field
Displays the account status assigned to the account by the SMO
Portal User Administrator. Accounts may be Pending (new account
waiting for approval) Active (available for the user to user) 'Locked'
(unable to access) or Inactive (no longer in use).
Org Role dynamic display field
Displays whether or not the role is an organization default role.
X icon
Removes a task from the user's task list.
Select… drop-down box
Select All link
Lists all additional CLPSS tasks that the user might request.
The email address of the user requesting an account for the SMO
Portal. Any alerts or notices for this account will be emailed to this
address.
The business telephone number of the user requesting an account for
the SMO Portal.
An alternate telephone number for the user requesting an account for
the SMO Portal.
Fax entry field
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Page Component
2.6
Description
The street address of the user requesting an account for the SMO
Portal.
An additional line for the street address of the user requesting an
account for the SMO Portal.
* City entry field
UPDATE button
Updates the user account with the changes entered.
RESET button
Step 2
Make the desired changes. Click UPDATE to submit the entered information or
RESET to clear the entry fields. If UPDATE is clicked, the following message
displays: "Your profile has been updated."
NOTE
Passwords must have at least one alpha character, one special character, and one
numeric character, and must not contain spaces. Passwords are case-sensitive. The
password cannot be the same as the user name.
Account Assistance
The Account Assistance feature allows users to access the system if they have forgotten their
password or the account has become inactive.
To use the Account Assistance feature:
Step 1
From the Welcome to the SMO Portal page, click Account Assistance. The Account
Assistance page displays (Figure 2-8).
Figure 2-8. Account Assistance Page
Table 2-6 contains the component descriptions for the Account Assistance page.
Table 2-6. Account Assistance Page Components
Page Component
Description
Username entry field
Used to enter the username for which a temporary password will be supplied.
Secret Answer entry field
Used to enter the answer to the Secret Question chosen by the user during
registration.
Submit button
Submits the username to request a temporary password.
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Step 2
Enter the username. The Account Assistance page redisplays (Figure 2-9) with the
Secret Question chosen by the user during registration.
Figure 2-9. Account Assistance Page with Secret Question Displayed
Step 3
Enter the answer to the Secret Question. The Account Assistance page redisplays
(Figure 2-10) with a temporary password displayed.
NOTE
Requesting a temporary password permanently disables the original password.
Figure 2-10. Account Assistance Page with Temporary Password Displayed
Step 4
Version 5.0
September 2014
Use the temporary password to log into the SMO Portal. The Change Password –
Terms and Conditions page displays (Figure 2-11).
24
Figure 2-11. Change Password – Terms and Conditions Page
Step 5
Review the Terms and Conditions for registration. Click Yes, I accept the Terms
and Conditions to continue to the next page. The Change Password page (Figure 212) displays.
Figure 2-12. Change Password Page
Table 2-7 contains the component descriptions for the Change Password page.
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Table 2-7. Change Password Page Components
Page Component
Description
Old Password entry field
The password entered to access the user's account. It may be a temporary
password issued by SMO Portal using the Account Assistance function.
New Password entry field
A word used in combination with the username to access the user account.
Passwords must have at least one alpha character, one special character,
and one numeric character, and must not contain spaces. Passwords are
case-sensitive.
Confirm New Password entry field
UPDATE button
Changes the password to the password entered in the New Password field.
RESET button
Clears the text entry fields.
Step 6
2.7
Reenter the temporary password in the Old Password field. Enter the new password
in the New Password field and the Confirm Password field. Click UPDATE to
change the password. The SMO Portal home page displays
Activate Inactive Account
A SMO Portal account that is not used within 90 days will change to an "inactive" status. In
order the account, the account will have to be activated. The use may do this by using the
Account Assistance link,
To activate an inactive account:
Step 1
From the SMO Portal home page, attempt to log in with an inactive account. The
following message displays (Figure 2-13).
Figure 2-13. Inactive Account Message
Step 2
Version 5.0
September 2014
Follow the steps in Section, 2-6, Account Assistance to activate the account.
26
2.8
Registration by the User Administrator
The SMO Portal User Administrator may enroll a SMO Portal user. Upon the first login, the user
must complete the registration by creating a unique account password and secret question/answer
combination.
NOTE
The secret question/answer is used for login when the user has forgotten his/her
password.
To complete a registration initiated by the SMO User Administrator:
Step 1
Log into the SMO Portal using the link and temporary password that was provided in
the email to the user. The Complete Your Registration page (Figure 2-14) displays.
Figure 2-14. Complete Your Registration Page
Step 2
Enter the following information:




Step 3
New Password
Confirm New Password
Secret Question
Secret Question Answer
Click SAVE to save the change.
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2.9
Notifications
Notifications are messages that are provide information from CLPSS to the user. If there are
notifications for the user, the Notifications flag displays with the general navigation links in the
top right corner of the SMO Portal home page, as shown in Figure 2-15.
Figure 2-15. Notifications Flag
To display notification information:
Step 1
Hover the mouse over the Notifications Flag. The current notifications display
(Figure 2-16).
Figure 2-16. Notifications Flag
Step 2
Version 5.0
September 2014
To view all notifications, click the View All Notifications link. The View All
Notifications page displays (Figure 2-17).
28
Figure 2-17. View All Notifications Page
Table 2-8 contains the component descriptions for the View All Notifications page.
Table 2-8. View All Notifications Page Components
Page Component
Description
Inbox tab
Date display field
The date that the notification was created.
Message display field
Textual information regarding activities in CLPSS.
View link
Displays the invoice for which the notification was created.
Archive icon
Removes the notification from the inbox; retains the notification in the Archive
tab.
Leave Unread checkbox
If checked, the notification remains in an unread status.
Date display field
The date that the notification was created.
Message display field
Textual information regarding activities in CLPSS.
View link
Displays the invoice for which the notification was created.
Archive tab
Step 3
Perform any of the following activities:



Click the View link to view the invoice for which the notification was sent.
Click the Archive icon to archive the notification.
Deselect the Leave Unread checkbox to prevent the notification from displaying
as a Notification Flag.
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2.10
Display Soil and Import Permits
The Welcome to the SMO Portal login page contains a link for accessing United States
Department of Agriculture (USDA) Soil and Import Permits for applicable EPA organizations.
The permits are made available as PDF files for online viewing or downloading to the user's
computer.
NOTE
A SMO Portal Username and Password are not required to access this feature.
To use the Display Soil and Import Permits feature:
Step 1
At the bottom of the Welcome to the SMO Portal login page, click Review and
Download Soil and Import Permits. The Review and Download Soil Permits page
displays (Figure 2-18).
Figure 2-18. Review and Download Soil Permits Page
2.11
Step 2
Click on the link for the specific organization desired.
Step 3
Click on Open to open the PDF file for online browsing/review, or click on Save to
download and store the file on the user's local computer, or click on Cancel to take
no action and return to the Review and Download Soil Permits page.
Online Help
Online help is provided for all functions of CLPSS available on the SMO Portal.
To access Online Help:
Step 1
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September 2014
Click the Help link on the Task Bar. The system opens a new window and displays
an Online Help page for the SMO Portal (Figure 2-19).
30
Figure 2-19. Example Online Help Page
Step 2
Click on the navigation buttons to display information for that topic.
Step 3
Click the (X) in the corner of the browser window to close it and return to the SMO
Portal home page.
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32
3. SMO PORTAL TASKS
This section provides instructions for the current administrative tasks and an overview of the
functional tasks available through the Sample Management Office (SMO) Portal. The overview
is based on the default task assignments for the recognized SMO Portal user classes as well as the
administrative options available to the SMO Portal and Contract Laboratory Program Support
System (CLPSS) Administrators. Details are provided for the main SMO Portal tasks. For
details on the other tasks, the user will be directed to the online help and user manual appropriate
to the task.
3.1
Administrative Tasks
There are four main administrative tasks available through the SMO Portal: Manage CLPSS
Data, Manage Portal Data, Manage Portal Users, and Review Regional Data Restrictions. These
allow assigned administrative users to add, maintain, and delete SMO Portal Users and their
associated organizations; and the shared data tables of CLPSS available to the SMO Portal as
well as set and manage data restrictions for the United States Environmental Protection Agency
(EPA) Regions. The first three tasks are accessed by the three links located at the top of the SMO
Portal Home page. The Review Regional Data Restrictions task is accessed via the link in the
main portal tasks area of the Portal home page. The links only appear for approved
administrative users. The four tasks are discussed in the sections that follow.
3.1.1
Manage CLPSS Data
This task allows administrative users to add, maintain and delete data records in the CLPSS data
tables that are shared by SMO Portal tasks and users. This task is covered in detail in the CLPSS
Data Administrator User Manual and the CLPSS Data Administrator Online Help.
3.1.2
Manage SMO Portal Data
This task allows administrative users to add and maintain data records for the organizations that
are allowed access to CLPSS through the SMO Portal. The organizational records contain
identification and general contact information as well as the default list of tasks permitted for the
users from that organization.
To view and edit SMO Portal data:
Step 1
From the Welcome to the SMO Portal login page, click Manage Portal Data. The
Manage SMO Portal Data page (Figure 3-1) displays.
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Figure 3-1. Manage SMO Portal Data Page
Table 3-1 contains the component descriptions for the Manage SMO Portal Data page.
Table 3-1. Manage SMO Portal Data Page Components
Page Component
Description
Org. Code display field
The recognized EPA short name or abbreviation for the organization entity.
Org. Name display field
The full legal name of the organization entity.
Region display field
The associated EPA Region, if appropriate, for the organization.
Org. Type display field
The class of CLPSS users which this organization represents.
Action display field
Displays an edit icon,
, for the listed organizations. The icon is the access
point for editing the organization’s information.
ADD NEW ORGANIZATION button
Allows administrative user to add a new organization to the SMO Portal table.
Step 2
Using the portal navigation controls, locate the desired organization in the table.
Step 3
For the desired organization, click the edit icon,
in the action column. The system
displays the Edit Organization page (Figure 3-2).
Version 5.0
September 2014
34
Figure 3-2. The Edit Organization page
Table 3-2 contains the component descriptions for the Edit Organization page.
Table 3-2. Edit Organization Page Components
Page Component
Description
Organization Section
Org. Code entry field
Organization Name entry field
Region entry field
The associated EPA region, if appropriate, for the organization.
Type of Organization entry
field/pick list
Organization Status entry
field/pick list
Indicates whether an organization is valid for use in the SMO Portal
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Page Component
Description
BI User Name entry field
An internal name assigned to an organization in SMO Portal which is used to
determine the Analytical Services Reporting Center (ASRC) reports may be
accessed by the users in that organization.
BI User Password entry field
An internal password assigned to an organization in SMO Portal which is
used to determine the Analytical Services Reporting Center (ASRC) reports
may be accessed by the users in that organization.
Indicates which reports this organization has access to.
Access to the BI Predefined
Reports checkboxes
Mailing Information Section
The primary line of address information.
The secondary line of address information.
City entry field
The name of the municipality applicable to the address.
State entry field
The name of the U.S. State or Canadian Province applicable to the address.
Country entry field
The country where the organization is based or legally incorporated.
ZIP Code field
The postal code, (U.S. or Canada), for the address.
UPDATE button
Allows the user to save changes made and have them added to the
database.
RESET button
Clears all of the entry fields.
Task Name display field
A clearly defined piece of work assigned to the user to be performed in
support of the CLP process.
Role Name display field
The System name assigned to the piece of work to be performed in support
of the CLP process.
Requestor display field
The manner by which a task was assigned to a user’s account. Default
indicates the task was assigned by applying the selected organization’s
default task list. Self indicates the task was selected by the user during
registration or after the account was approved. Admin indicates the task was
assigned by the System Administrator.
Permissions display field
The functionality allowed when the user is performing the associated task.
Permissions may include – but are not limited to – View, Edit, Create, and
Delete.
Access Levels display fields
The restrictions that limit the scope of data a user is able to use when
performing a task. Access Levels are used to control the visibility of CLP
data and prevent its unauthorized use. An Access Level is defined by a
combination of Access Type, Restriction, and Restriction Type.
Status display fields
The system recognized condition of this task item. Status may be Approved,
Pending, or Rejected.
Tasks Section
, for the listed tasks. The icon is the access point
for editing the task’s Access Level and Permissions.
ADD MORE TASKS button
Allows administrative user to add new tasks to the default list for the
organization.
Step 4
Edit desired information in the Organization and Mailing Information sections.
Step 5
To edit task permissions, click on the edit icon,
Access pop-up window (Figure 3-3).
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36
, to open the Approve/Edit Role
Figure 3-3. The Approve/Edit Role Access Pop-Up Window (Edit)
Table 3-3 contains the component descriptions for the Approve/Edit Role Access pop-up window.
Table 3-3. Approve/Edit Role Access Pop-Up Window Components
Page Component
Description
Main Identification Section
User Name display field
A unique sequence of characters used to identify a user and allow access to
the SMO Portal. Must consist of alphanumeric characters only and will be
case sensitive upon login.
of the CLP process.
support of the CLP process
Assigned By display field
The individual who last updated the parameters of this task and the date they
made that update.
Use Organizational Defaults
checkbox
Allows the user to set or reset the task to the default parameters for the
associated organization.
Approve checkbox
The permission allowing the user the rights to approve items under this task.
Checking the box grants the permission and un-checking it revokes the
permission.
Assign/Modify Permissions Section
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Page Component
Description
Edit checkbox
The permission allowing the user the rights to edit items under this task.
permission.
View checkbox
The default permission which allows the user the right to view data under this
task. As the default permission, it cannot be revoked.
Assign/Modify Access Levels Section
Assign To radio buttons & entry
field
These radio buttons allow the user to choose between assigning the access
level to an entire role or just a specific permission under the role. The entry
field with the permission radio button allows the user to select to which
permission the access level will be assigned.
Select Access Type entry field
The category of values that may be used to limit the data a user is able to use
when performing a task. The scope of the data may be limited by one or
more Organizations, Sites, Deliverables, and/or Projects. Unrestricted use of
data may be authorized through the All access type.
Choose Restriction Type radio
buttons
An indicator that specifies whether the data that matches the restriction value
is to be included in or excluded from the authorized dataset.
Select Restrictions entry field/pick
list
The actual value within the selected category that is used to filter data when
creating the authorized data set approved for the user.
ADD button
Accepts the user defined access level parameters and displays them in the
Access Level Table.
RESET button
Clears all of the entry fields in the Assign/Modify Access Levels Section.
Access Level Table
Role/Permission display field
The system role or role permission for which the access level is assigned.
Access Type display field
Restriction display field
Restriction Type display field
Action field
Displays the Remove item icon,
item from the table.
APPROVE button
Allows the user to approve all Access Level items for the specified task. The
system stores the Access Level information and returns the user to the Edit
Organization Page.
REMOVE button
Allows the user to remove this task from the default list for the organization.
CANCEL button
Voids the Access Level transaction in progress and returns the user to the
Edit Organization page.
, which allows the user to remove the
Step 6
After completing all desired edits for the specific task, click on APPROVE to confirm
the access levels and return to the Edit Organization page. To remove a task from an
organization's task list, click on REMOVE. To leave the page without approving and
saving the edits, click CANCEL.
Step 7
To add additional tasks for the organization, click on ADD MORE TASKS. The
system will open the Approve/Edit Role Access pop-up window (Figure 3-4).
Version 5.0
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38
Figure 3-4. The Approve/Edit Role Access Pop-Up Window (Add)
Page Component
Description
The system name assigned to the piece of work to be performed in support of
the CLP process.
support of the CLP process
made that update. This field is not displayed until after a role is added and
approved.
checkbox
associated organization. This field is not displayed until after the new task is
selected from the Task Name list.
These fields are not displayed until after the new task is selected from the Task Name list.
Approve checkbox
permission.
Edit checkbox
permission.
View checkbox
field
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Page Component
Description
buttons
Select Restrictions entry field /
pick list
ADD button
Access Level Table
RESET button
Access Level Table
Action field
APPROVE button
Organization Page. This button is not displayed until after the new task is
REJECT button
Allows the user to reject the addition of this task from the default list for the
organization and continue with other task additions. This button is not
displayed until after the new task is selected from the Task Name list.
CANCEL button
Step 8
Select the desired task from the Task Name list.
Step 9
Enter the desired permission information in the appropriate sections
Step 10
After completing all desired entries for the specific task, click on APPROVE to
confirm the access levels and return to the Edit Organization page. To refuse a task
assignment to an organization, click on REJECT. A rejection record will be added to
the organization’s task table. To leave the page without approving and saving the
edits, click CANCEL.
Step 11
After completing all desired edits for the specified organization, click on Update to
accept and save the changes.
Step 12
After updating the organization record, click on SMO Portal. The system returns the
user to the SMO Portal home page or click on the Manage SMO Portal Data
breadcrumb to return to the Manage SMO Portal Data page.
Version 5.0
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40
To Add a New SMO Portal Organization:
Step 1
From the SMO Portal home page, click Manage Portal Data. The Manage SMO
Portal Data page (Figure 3-5) displays.
Figure 3-5. Manage SMO Portal Data Page
Table 3-5 contains the component descriptions for the Manage SMO Portal Data page.
Table 3-5. Manage SMO Portal Data Page Components
Page Component
Description
Org. Code display field
Org. Name display field
Region display field
Org. Type display field
, for the listed organizations. The icon is the access
point for editing the organization’s information.
ADD NEW ORGANIZATION button
Step 2
Allows administrative user to add a new organization to the SMO Portal table.
Using the portal navigation controls, locate the desired organization in the table.
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Version 5.0
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Step 3
Click Add New Organization; the system displays the Edit Organization page
(Figure 3-6).
Figure 3-6. The Edit Organization page (Add Organization)
Table 3-6 contains the component descriptions for the Edit Organization page.
Table 3-6. Edit Organization Page Components
Page Component
Description
Organization Section
Org. Code entry field
Organization Name entry field
Region entry field
Type of Organization entry
field/pick list
Organization Status entry
field/pick list
Indicates whether an organization is valid for use in the SMO Portal
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42
Page Component
Description
BI User Name entry field
An internal name assigned to an organization in SMO Portal which is used to
determine the Analytical Services Reporting Center (ASRC) reports may be
accessed by the users in that organization.
BI User Password entry field
An internal password assigned to an organization in SMO Portal which is
used to determine the Analytical Services Reporting Center (ASRC) reports
may be accessed by the users in that organization.
Indicates which reports this organization has access to.
Access to the BI Predefined
Reports checkboxes
Mailing Information Section
The primary line of address information.
The secondary line of address information.
City entry field
The name of the municipality applicable to the address.
State entry field
The name of the U.S. State or Canadian Province applicable to the address.
Country entry field
The country where the organization is based or legally incorporated.
ZIP Code field
The postal code, (U.S. or Canada), for the address.
UPDATE button
Allows the user to save changes made and have them added to the
database.
RESET button
Clears all of the entry fields.
Tasks Section
This section is not available until after the organization is added.
of the CLP process.
Permissions display field
Permissions may include – but are not limited to – View, Edit, Create, and
Delete.
Access Levels display fields
data and prevent its unauthorized use. An Access Level is defined by a
Status display fields
The system recognized condition of this task item. Status may be Approved,
Pending, or Rejected.
Allows administrative user to add new tasks to the default list for the
organization.
Step 4
Fill in the appropriate Organization and Mailing Information data for the new
organization.
Step 5
Click UPDATE to add the new organization or RESET to clear the entry fields and
correct the data entry.
Step 6
Click on the Manage SMO Portal Data breadcrumb to return to the Manage SMO
Portal Data page. The new organization will be available in the table.
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Step 7
To add tasks and permissions, click on the edit icon,
Role Access pop-up window (Figure 3-7).
, to open the Approve/Edit
Figure 3-7. The Approve/Edit Role Access Pop-Up Window (Add)
Page Component
Description
The system name assigned to the piece of work to be performed in support of
the CLP process.
made that update. This field is not displayed until after a role is added and
approved.
checkbox
associated organization. This field is not displayed until after the new task is
Version 5.0
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44
Page Component
Description
Approve checkbox
permission.
Edit checkbox
permission.
View checkbox
field
buttons
Select Restrictions entry field/pick
list
ADD button
Access Level Table
RESET button
Access Level Table
Action field
APPROVE button
Organization Page. This button is not displayed until after the new task is
REJECT button
Allows the user to reject the addition of this task from the default list for the
organization and continue with other task additions. This button is not
displayed until after the new task is selected from the Task Name list.
CANCEL button
Step 8
Select a task from the Task Name list.
Step 9
Enter the desired permission information in the appropriate sections.
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3.1.3
Step 10
After completing all desired entries for the specific task, click on APPROVE to
confirm the access level s and return to the Edit Organization page. To refuse a task
assignment to an organization, click on REJECT. A rejection record will be added to
the organization's task table. To leave the page without approving and saving the
entries, click CANCEL.
Step 11
After completing all desired edits for the specified organization, click on UPDATE to
accept and save the changes.
Step 12
After updating the organization record, click on SMO Portal. The system returns the
user to the SMO Portal home page or click on the Manage SMO Portal Data
breadcrumb to return to the Manage SMO Portal Data page.
Manage SMO Portal Users
This task allows administrative users to add and maintain user account records for the users of the
SMO Portal. The user records contain identification, access control, and general contact
information as well as the list of tasks permitted for the user.
To view and edit SMO Portal user records:
Step 1
Version 5.0
September 2014
From the SMO Portal home page, click Manage Users. The Manage Users page
46
Figure 3-8. Manage Users Page
Table 3-8 contains the component descriptions for the Manage SMO Portal Users page.
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Version 5.0
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Table 3-8. Manage Users Page Components
Page Component
Description
Username Search entry field
SEARCH button
Initiates the search based on the Username Search criteria entered.
RESET button
Clears the Username Search criteria field and resets the Search Results area
to the default of all Portal users.
Filter By Last Name links
These links allow the portal administrator to filter search results by the first
letter of the last name of the user.
Filter by Function entry field/list
Allows the portal administrator to enter or select a function and filter the
Username Search results to show only those users assigned that portal
function.
Pending/Locked Accounts
checkbox
Allows the portal administrator to filter search results to only show those
accounts with a status of Pending or Locked.
Username display field
Full Name display field
The first and last names of the user associated with the listed username.
User Tasks display field
A list of the SMO Portal tasks currently approved for that user. This list may
span multiple lines.
Organization display field
The name of the organization to which this user belongs.
Status display field
The operational situation of the user account. This may be Pending, meaning
the account or task permission is awaiting approval by an administrator,
Active, meaning the user account is approved and available for use on the
SMO Portal, Locked, meaning the user’s access has been revoked for
password violations or by an administrator for other reasons, or Inactive,
meaning the user’s access to the SMO Portal has been terminated.
Actions display field
Allows administrative users access to icon links for editing and unlocking user
accounts.
Allows an administrative user to edit the selected user’s account information.
icon
Allows an administrative user to unlock a user’s account and restore it to
active status.
icon
ADD NEW USER button
Step 2
Step 3
Version 5.0
September 2014
Allows administrative user to add a new user account to the SMO Portal
table.
Using the search and filter options and/or portal navigation controls, locate the
desired user in the table.
Click the edit icon in the Actions column. The system will display the Edit User
page (Figure 3-9) populated for the selected user.
48
Figure 3-9. Edit User Page
Table 3-9 contains the component descriptions for the Edit Users page.
Table 3-9. Edit Users Page Components
Page Component
Description
A unique sequence of characters used to identify a user and allow access
to the SMO Portal. Must consist of alphanumeric characters only and will
be case sensitive upon login.
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Page Component
Description
access to the SMO Portal. Must be a minimum of eight characters login
and contain at least one alphanumeric character, one special character,
and one number. It cannot contain < or > and will be case sensitive upon
login.
box
A prompt issued by the SMO Portal if the user is unable to remember his
or her password. If the Secret Answer entered in response to the Secret
Question is correct, the user will be issued a temporary password.
The response to the Secret Question selected by the user. If the Secret
Answer entered in response to the Secret Question is correct, the user
will be issued a temporary password.
field
employees the user (EPA, EPA Region, laboratory, office, etc.). This is a
required field for a user account and is used to determine the set of tasks
most appropriate for the user.
display field
organization, this field displays the alphanumeric code used by the CLP to
represent the laboratory.
Account Administration Fields
Account Status drop-down box
Used by the SMO Portal User Administrator to select the approval status
of the account.
The email address of the user requesting an account for the SMO Portal.
Any alerts or notices for this account will be emailed to this address.
The business telephone number of the user requesting an account for the
SMO Portal.
An alternate telephone number for the user requesting an account for the
SMO Portal.
Fax entry field
The street address of the user requesting an account for the SMO Portal.
An additional line for the street address of the user requesting an account
for the SMO Portal.
* City entry field
UPDATE button
Updates the user account with the changes entered.
RESET button
RETURN button
Returns to the Manage Users page.
Displays a blank Approve/Edit Role Access window.
Role Name dynamic display field
The system name assigned to the piece of work to be performed in
Tasks Tab Fields
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50
Page Component
Description
Indicates whether or not the role is a default role for the user's
organization.
Requestor dynamic display field
The manner by which a task was assigned to a user's account. Default
indicates the task was assigned by applying the selected organization's
registration or after the account was approved. Admin indicates the task
was assigned by the System Administrator.
Permissions dynamic display
field
Permissions may include, but are not limited to,View, Edit, Create, and
Delete.
Access Levels dynamic display
field
data and prevent its unauthorized use. Access Level is defined by a
Status dynamic display field
Displays the approval status of the task.
Action dynamic display field
Allows the user to view and/or edit the detailed user information.
icon
Used by the SMO Portal User Administrator to approve a user's request
for a task.
icon
Used by the SMO Portal User Administrator to reject a user's request for
a task.
icon
Displays the Approve/Edit Role Access window.
Apply Defaults/Remove
Defaults button

Use Apply Defaults to apply all default tasks for the user's
organization to the user. The page redisplays with the task list
updated to reflect the change.

Use Remove Defaults to remove all default tasks for the user's
organization from the user. The page redisplays with the task list
History Tab Fields
Date dynamic display field
Records when the change was made to the user profile. Records the date
(in mm/dd/yy format), time ( hh:mm format), and whether the time was AM
or PM.
Username dynamic display field
Displays the username of the SMO Portal User Administrator who
changed the status of the task.
field
Permissions may include, but are not limited to, View, Edit, Create, and
Delete.
field
Step 4
Make the necessary additions and/or corrections to the fields on the page in the
Account information, Organization Information, and Personal Information sections.
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Step 5
Make the necessary additions and/or corrections to the Task Table using APPLY
DEFAULTS/REMOVE DEFAULTS and ADD MORE TASKS as appropriate.
Step 6
Click on UPDATE to commit the changes to the system and save them, or click on
RESET to clear any changes made.
Step 7
Click on RETURN to move back to the Manage SMO Portal Users page to work on
another user, or click on SMO Portal to return to the SMO Portal home page.
To add a new SMO Portal user:
Step 1
Version 5.0
September 2014
From the SMO Portal home page, click Manage Users. The Manage Users page
52
Figure 3-10. Manage Users Page
Table 3-10 contains the component descriptions for the Manage SMO Portal Users page.
53
Version 5.0
September 2014
Table 3-10. Manage Users Page Components
Page Component
Description
Username Search entry field
SEARCH button
Initiates the search based on the Username Search criteria entered.
RESET button
Clears the Username Search criteria field and resets the Search Results area
to the default of all Portal users.
Filter By Last Name links
These links allow the portal administrator to filter search results by the first
letter of the last name of the user.
Filter by Function entry field/list
Allows the portal administrator to enter or select a function and filter the
Username Search results to show only those users assigned that portal
function.
Pending/Locked Accounts
checkbox
Allows the portal administrator to filter search results to only show those
accounts with a status of Pending or Locked.
Username display field
Full Name display field
The first and last names of the user associated with the listed username.
User Tasks display field
A list of the SMO Portal tasks currently approved for that user. This list may
span multiple lines.
Organization display field
The name of the organization to which this user belongs.
Status display field
The operational situation of the user account. This may be Pending, meaning
the account or task permission is awaiting approval by an administrator,
Active, meaning the user account is approved and available for use on the
SMO Portal, Locked, meaning the user’s access has been revoked for
password violations or by an administrator for other reasons, or Inactive,
meaning the user’s access to the SMO Portal has been terminated.
Actions display field
Allows administrative users access to icon links for editing and unlocking user
accounts.
Allows an administrative user to edit the selected user’s account information.
icon
Allows an administrative user to unlock a user’s account and restore it to
active status.
icon
ADD NEW USER button
Step 2
Version 5.0
September 2014
Allows administrative user to add a new user account to the SMO Portal
table.
Click ADD NEW USER. The system will display the Add New User page (Figure 311).
54
Figure 3-11. Add New User Page
Table 3-11 contains the component descriptions for the Add New User page.
Table 3-11. Add New User Page Components
Page Component
Description
A unique sequence of characters used to identify a user and allow access
to the SMO Portal. Must consist of alphanumeric characters only and will
be case sensitive upon login.
access to the SMO Portal. Must be a minimum of eight characters login
and contain at least one alphanumeric character, one special character,
and one number. It cannot contain < or > and will be case sensitive upon
login. This field will only display after the new user is registered. This
allows the Administrator to change the system generated temporary
password if necessary.
Used to reenter the password to ensure that it is entered correctly. This
field will only display after the new user is registered. This allows the
Administrator to change the system generated temporary password if
necessary.
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Page Component
Description
field
employees the user (EPA, EPA Region, laboratory, office, etc.). This is a
required field for a user account and is used to determine the set of tasks
most appropriate for the user.
display field
organization, this field displays the alphanumeric code used by the CLP to
represent the laboratory
Account Status drop-down box
Used by the SMO Portal User Administrator to select the approval status
of the account. This will display after the new user is registered and will
be set to Active.
The email address of the user requesting an account for the SMO Portal.
Any alerts or notices for this account will be emailed to this address.
The business telephone number of the user requesting an account for the
SMO Portal.
An alternate telephone number for the user requesting an account for the
SMO Portal.
Fax entry field
The street address of the user requesting an account for the SMO Portal.
An additional line for the street address of the user requesting an account
for the SMO Portal.
* City entry field
REGISTER USER/UPDATE
button
After initial data entry, REGISTER will submit the new user account to the
Portal. After registration, UPDATE saves the changes and processes
them into the user account.
RESET button
RETURN button
Returns to the Manage Users page. Displays only after the new user is
registered.
Displays a blank Approve/Edit Role Access window. Displays only after
the new user is registered.
Account Administration Fields
Tasks Tab Fields
All fields display after the new user is registered.
Indicates whether or not the role is a default role for the user's
organization.
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56
Page Component
Description
field
Delete.
field
Allows the user to view and/or edit the detailed user information.
icon
Used by the SMO Portal User Administrator to approve a user's request
for a task.
icon
Used by the SMO Portal User Administrator to reject a user's request for
a task.
icon
Displays the Approve/Edit Role Access window.
Apply Defaults/Remove
Defaults button

Use Apply Defaults to apply all default tasks for the user's
organization to the user. The page redisplays with the task list

Use Remove Defaults to remove all default tasks for the user's
organization from the user. The page redisplays with the task list
History Tab Fields
All fields display after the new user is registered.
Date dynamic display field
Records when the change was made to the user profile. Records the date
(in mm/dd/yy format), time (hh:mm format), and whether the time was AM
or PM.
Username dynamic display field
Displays the username of the SMO Portal User Administrator who
changed the status of the task.
field
Delete.
field
Step 3
Enter the data for the new user in the Account Information, Organization
Information, and Personal Information Sections.
NOTE
Password information is not entered for the new user. The new user will be issued a
temporary password to allow for the completion of the registration process.
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Step 4
Version 5.0
September 2014
Click on REGISTER USER to add the new user to CLPSS. An e-mail with a
temporary password will be generated and sent to the user to complete the
registration process. The system will display the full Add New User page for the
newly registered user (Figure 3-12). The system will assign to the user the default
tasks associated with their organization. If necessary, the user can click RESET to
clear the entry fields and repeat the data entry process.
58
Figure 3-12. Add New User (After User Registration)
59
Version 5.0
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Step 5
Make the necessary additions and/or corrections to the Task Table using APPLY
DEFAULTS/REMOVE DEFAULTS and ADD MORE TASKS as appropriate.
Step 6
Click on UPDATE to commit the changes to the system and save them, or click on
RESET to clear any changes made.
Step 7
3.1.4
Click on RETURN to move back to the Manage SMO Portal Users page to work on
another user, or click on SMO Portal to return to the SMO Portal Home page.
Review Regional Data Restrictions
This task allows portal administrators and EPA Managers to assign and manage data access
restrictions at a Regional level. Regional users cannot access this task.
To view Regional Data Restrictions:
Step 1
From the SMO Portal home page, click Review Regional Data Restrictions in the
task list. The Restriction Report page displays (Figure 3-13).
Figure 3-13. Restrictions Report Page
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September 2014
60
Table 3-12 contains the component descriptions for the Restrictions Report page.
Table 3-12. Restrictions Report Page Components
Page Component
Description
Selection Criteria Fields
Site search criteria field
The official site name for a hazardous waste site or an unanticipated
removal (incident). The official name can be the one used in the
Federal Register at the time of the NPL proposal or, for sites not on the
NPL, designated by the EPA Region.
Restriction Type search criteria
field
Indicates whether the user is able to view (Include) or unable to view
(Except) the site or case listed.
Case Number search criteria
field
Organization search criteria field
The business, government, or administrative enterprise that employs
the user (EPA, EPA Region, laboratory, office, etc.). This is a required
field for a user account and is used to determine the set of tasks most
appropriate for the user.
User Last Name search criteria
field
Displays the page information in a printer friendly format, and allows
the use to send the content to their local or network printer.
icon
SEARCH button
Searches for Regional data restrictions based on the search criteria
entered.
RESET button
Clears data from the search criteria fields.
ADD USER RESTRICTION
button
Displays the Add User Restrictions window.
Results Table Fields
User Name dynamic display field
First Name dynamic display field
Last Name dynamic display field
Organization dynamic display
field
The business, government, or administrative enterprise that employees
Task Status dynamic display
field
Displays the approval status of the Review Data Assessment task from
the selected user's profile.
Site Name dynamic display field
Restriction Type dynamic
display field
Edit dynamic display field
Indicates whether or not the user may edit sample or sample or analyte
data in EDM for the site or case listed.
Allows the user to remove the Regional data restriction for the user
displayed.
Step 2
Populate desired search criteria fields and click SEARCH. The system displays
search results in the table below the search criteria fields. The navigation controls
can be used to search the result list and display the desired result or results. Clicking
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Version 5.0
September 2014
on RESET will clear the search criteria and return the results table to the default list
of restrictions.
To delete Regional Data Restrictions:
Step 1
Page Component
Description
field
field
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62
Page Component
field
Description
icon
SEARCH button
entered.
RESET button
button
field
field
display field
displayed.
Step 2
Populate desired search criteria fields and click SEARCH. The system displays
search results in the table below the search criteria fields. The navigation controls
can be used to search the result list and display the desired result or results. Clicking
on RESET will clear the search criteria and return the results table to the default list
of restrictions.
Step 3
Click on the icon in the Action dynamic display field for the desire restriction. The
system displays a confirmation dialog box for the delete action.
Step 4
Click on OK to confirm the deletion or CANCEL to close the dialog box and void the
delete action.
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To add Regional Data Restrictions:
Step 1
Page Component
Description
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64
Page Component
Description
field
field
field
icon
SEARCH button
entered.
RESET button
button
field
field
display field
displayed.
Step 2
Click ADD USER RESTRICTION. The system displays the Add User Restriction
page (Figure 3-16)
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Version 5.0
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Figure 3-16. Add User Restriction Page
Table 3-15 contains the component descriptions for the Add User Restriction page.
Table 3-15. Add User Restriction Page Components
Page Component
Description
Select User entry field
Access Type entry field
data may be authorized through the All access type
Restriction entry field
Edit Privileges checkbox
An indicator of whether edit privileges have been approved as part of this
restriction.
ADD USER RESTRICTION button
Confirms new user restriction, saves restriction to user account, and returns
user to the Restrictions Report page.
CANCEL button
Voids current action and returns the user to the Restrictions Report page
Step 3
Version 5.0
September 2014
Populate the data entry fields, and click on ADD USER RESTRICTION to confirm
the new restriction and add it to the user's account; or click on CANCEL to void the
restriction and return to the Restrictions Report Page.
66
3.2
Functional Tasks
SMO Portal functional tasks allow the user to perform activities associated with the CLP. Once
the user has registered and been approved for access, the SMO Portal displays all tasks that are
available for the user to access.
To access a SMO Portal functional task:
Step 1
Click the task name associated with the task. CLPSS displays the initial page for the
task selected.
NOTE
Documentation for the individual tasks is provided in online help for the task.
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68
APPENDIX A: LIST OF ACRONYMS
ASB
ASR
ASRC
BI
CLP
CLPSS
COC
DASS
DED
DMP
EDM
EPA
EXES
HTML
ISM
MM
NPL
OM
OMB
OSWER
PDF
PR
QC
RAM
SDD
SDG
SMO
SOM
SOP
SOW
SRS
STIR
STS
TR
TR/COC
USDA
UM
Analytical Services Branch
Analytical Services Request or Analytical Services Request system
Analytical Services Reporting Center
Business Intelligence
Contract Laboratory Program
Contract Laboratory Program Support System
Chain of Custody
Data Assessment Support Services
Data Element Dictionary
Data Management Plan
EXES Data Manager
Unites States Environmental Protection Agency
Electronic Data Exchange & Evaluation System
Hypertext Markup Language
Inorganic Superfund Method
Maintenance Manual
National Priorities List
Operations Manual
Office of Management and Budget
Office of Solid Waste and Emergency Response
Portable Document Format
Preliminary Results
Quality Control
Random Access Memory
System Design Document
Sample Delivery Group
Sample Management Office
Superfund Organic Method
Standard Operating Procedure
Statement of Work
System Requirements Specification
Scheduling, Tracking, Invoicing, and Reporting
SDG Tracking System
Traffic Report
Traffic Report/Chain of Custody
United States Department of Agriculture
User's Manual
A-1
Version 5.0
September 2014
Version 5.0
September 2014
A-2

Document 6541453

Transcription

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