Electronic Authentication Steps for Accessing EvaluationWeb
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1 Electronic Authentication Steps for Accessing EvaluationWeb Before EvaluationWeb access is granted, all persons requesting access must be e-authenticated (identity proofed) via the CDC s Secure Access Management Services (SAMS) system. Once e-authentication is complete, Luther Consulting will provide instructions on accessing EvaluationWeb. Below are the steps to become e-authenticated: Step 1: Go to the EvaluationWeb login page at and click on Request CDC eauthentication. Step 2: Complete the e-authentication request form, including project (HIV), jurisdiction (Minnesota), your legal first and last names, , telephone number, and agency. Click Go to submit the online form to CDC. Step 3: Complete the Add/Edit Account Form (PDF: 179KB/ 2 pages) or (Word: 64KB/2 pages) to set up an EvaluationWeb account and the correct permissions for a new user. The form is also used to change permissions for an existing user according to changes in job responsibilities. Step 4: The User Agreement Form (PDF: 152KB/1 page) must be signed and submitted to MDH along with the Add/Edit Account Form when a new user account is being established. Step 5: Review the Rules of Behavior (PDF: 240KB/15 pages) and indicate acknowledgement by signing the User Agreement Form.
2 Step 6: Submit your completed Add/Edit Account form and User Agreement to: Minnesota Department of Health STD and HIV Section Attn: Tina Klein 625 Robert Street North, P.O. Box St. Paul, Minnesota or via confidential fax: Step 7: You will receive your first invitation from Sams No Reply (CDC) to register with the SAMS Partner Portal (see example in Attachment 1). SAMS is CDC s secure website where public health partners can access sensitive information and applications, such as EvaluationWeb, that are not available to the public. The will also have your SAMS user ID and a temporary password. Step 8: Register with SAMS by logging into SAMS using the website link, user ID, and temporary password included in your first invitation and completing the registration form. The password you set during the registration process will be your password for accessing SAMS in the future. You must register with SAMS within 30 days of receiving your invitation . If you wait longer than 30 days, you will need to repeat Steps 1 and 2 again. Be sure to enter your name and address as they appear on your government issued ID, unless you have legally changed your name or moved since the ID was issued. If you legally changed your name since your government ID was issued, you will also need to provide supporting documentation, such as a legal name change certification or marriage certificate. If you have moved since your government ID was issued, you will also need to provide a current utilities bill. Step 9: After registration you will receive a second from Sams No Reply (CDC) (see example in Attachment 2). This contains the identity verification request form at the bottom. Print this and present it with a government issued identity document (and any supporting documentation, if needed) to a notary public or MDH designated proofing agent. The notary or proofing agent will verify your identity document (and any supporting documentation, if needed) and complete their portion of the printed . Specific instructions on verifying the identity document and completing the form are on the form. Acceptable identity documents include government issued photo ID cards that have an ID number (e.g., state issued driver s license, U.S. military ID, or U.S. passport). Step 10: Fax or mail the printed form, along with a copy of the identity document(s), to: Toll free fax number: Mail: Centers for Disease Control and Prevention Attn: Proofing Authority 1600 Clifton Road, N.E. Mailstop K 94 Atlanta, GA 30333
3 Step 11: You will receive approval by a third from SAMS (see example in Attachment 3). Ignore the instructions for logging into EvaluationWeb that are included in this . You may also receive a letter through the U.S. Postal Service at the address you provided. You will receive a fourth from SAMS (see example in Attachment 3) saying that your account with the SAMS Partner Portal has been activated. Step 12: Once approved by SAMS, you will receive two s from Luther Consulting with your EvaluationWeb login instructions, including username and temporary password. You must log into EvaluationWeb within 24 hours of receiving this or your temporary password will expire. If this occurs, contact Luther Consulting. Information on SAMS Identity Proofing For more information about registering with SAMS, please contact the SAMS Help Desk at samshelp@cdc.gov or
4 ATTACHMENT 1: SAMPLE First Invitation to Register with SAMS From: Sent: Friday, October 14, :48 PM To: Scooby Doo Subject: U.S. Centers for Disease Control: SAMS Partner Portal - Invitation to Register Hello Scooby Doo, You have been invited to register with the SAMS Public Health Partner Portal. This invitation was requested for you based on your specific role in public health and will enable you to access the following CDC computer application(s): Evaluation Web: Evaluation Web Level 2 A registration account has already been created for you. A link to this account and a temporary password are provided below. This invitation is valid for 30 days. SAMS Partner Portal Registration Registration consists of the following steps: 1. Online Registration 2. Identity Verification (if required for your application) 3. Access Approval Online registration with the SAMS portal takes about 5 minutes. Please have the following available before you begin: Your home address Your organization / employer and their address Your telephone number Should you have questions about the SAMS Partner Portal or the registration process, please contact our Help Desk for assistance or refer to the SAMS User FAQ. Thank you, The SAMS Team To register with the SAMS Partner Portal, please click the following link or cut and paste it into your browser: When prompted, please enter: Your Username:scoobydoo@yahoo.com Temporary Password: 0A(0=nHe and click the Login button. ***Note: In order to access the SAMS Partner Portal, your browser must be configured to use TLS 1.0 encryption. If your computer is not configured for TLS, or if you are unsure, please contact your local IT System Administrator for assistance.
5 ATTACHMENT 2: SAMPLE Second Instructions and User Identity Verification Request Form From: Sent: Friday, October 14, :05 PM To: Scooby Doo Subject: U.S. Centers for Disease Control: SAMS Partner Portal - Identity Verification Request Hello Scooby Doo, Thank you for registering with CDC's SAMS Partner Portal. Your registration information has been received and is currently pending approval. In order to provide individuals with access to non-public information, U.S. law requires the identity of potential users to be verified - this step is critical in helping to protect people's private data and in helping to prevent information misuse. Please be assured that CDC and its Programs have made every effort to keep this necessary process as simple and non-intrusive as possible. Also be assured that your identity information will only be used to help determine your suitability for access and that this data will not be shared outside of CDC programs. To complete identity verification, please print the form attached to this message and follow the instructions provided below. The required steps are as follows: 1. Complete the Applicant Section in the attached form part of the information has been pre filled for you based on the information you supplied during registration. 2. Take the printed form, along with appropriate photo identity documentation to a Proofing Agent (a person specifically designated by CDC to conduct identity verification or a Notary Public). Have them verify your identity and complete the Proofing Agent / Notary Section. Examples of acceptable forms of photo ID are: State Issued Driver's License or ID Card U.S. Passport or Passport Card U.S. Military ID card 3. Fax or Mail the completed form, along with photocopies of your identity documentation, to the fax number or address supplied below: To Fax: Toll Free: To Mail: Centers for Disease Control and Prevention Attn: Proofing Authority 1600 Clifton Road MS K 94 Atlanta, GA Once the completed form has been processed, you will receive a confirmation letter and further information regarding your access to CDC applications. Thank you, CDC Proofing Authority
6 Helpful Tips Consistency Counts The purpose of Identity Verification is to establish that you are who you claim to be. In order to complete this process, the information you provide must be accurate and consistent. Here are some ways to make the process run smoothly: If the name on your ID does not match the name you used during registration (you got married; you had a legal name change; etc.), you'll need to provide some supporting documentation with your request form for example: a copy of your marriage license or order of legal name change. If the address on your ID does not match the address you used during registration (you moved), you'll need to provide supporting documentation with your request form for example: a copy of your voter registration card or a utility bill in your name that shows the new address. If you have any questions about what is required, please contact the CDC Proofing Authority at the SAMS Help Desk using the information provided below. Make Legible Photocopies In order to speed you through the Identity Verification process, please ensure that your documents copy and fax cleanly. Specific things you can do include: Select the Enlarge option when photocopying your IDs 50 or 100 percent enlargements help make your documents more legible. Ensure good contrast and clarity on your original photocopy before you fax. Set your fax to a high dpi or fineness setting the bigger the better. For more information and assistance, please contact the CDC Proofing Authority Help Desk between the hours of 8:00 AM and 8:00 PM EST Monday through Friday (excepting U.S. Federal holidays) at the following: Toll Free: ***Note: This has been sent from an unmonitored mailbox. DO NOT REPLY TO THIS . Please direct all inquiries to the Help Desk as listed above. CDC User Identity Verification Request Form Version 2.0 ******************************************************************************* Please fax or mail the completed form, along with photocopies of your identity documentation, to: Fax: Toll Free: Mail: Centers for Disease Control and Prevention Attn: Proofing Authority 1600 Clifton Road MS K 94 Atlanta, GA 30333
7 ******************************************************************************* Applicant Name: Scooby Doo Preferred Name: Scooby Primary Phone: Alternate Phone: Verification Initiated On: 10/14/2011 Applicant to complete: Printed Name: Date of Birth: Signature: Today's Date: ******************************************************************************* Proofing Agent / Notary Proofing Agent/Notary Instructions: The individual presenting this form is requesting access to potentially sensitive Public Health information and/or information systems operated by the U.S. Centers for Disease Control and Prevention. Federal law requires each requestor's identity to be verified prior to receiving authorization for access. You are being asked to assist in this important verification process. Please examine one of the photo identification types listed below as presented by the requestor. If the ID is unexpired and, in your opinion, appears legitimate, please compare the photo to the individual in front of you. If, in your opinion, the photo matches the person, please check the identity document type and record the document number. Please then sign and date this document as indicated below. If you are a Notary Public, please also include your stamp/seal. If you are a designated CDC Proofing Agent, please provide your CDC address or SAMS ID. Thank you for your assistance. If you have questions or concerns, please contact the CDC Proofing Authority Help Desk between the hours of 8:00 AM and 8:00 PM EST Monday through Friday (excepting U.S. Federal holidays) at the following: Toll Free: samshelp@cdc.gov
8 Proofing Agent/Notary to complete: Applicant's Photo Identity Documents: State Issued Driver's License / ID Card Number: U.S. Passport or Passport Card Country: Number: U.S. Military ID Card Number: ******************************************************************************* Proofing Agent/Notary Printed Name: Proofing Agent/Notary Signature: CDC Address or SAMS ID (if applicable): Today's Date: ******************************************************************************* For Notaries Only: Notary Commission Date: Notary Stamp/ Seal: *******************************************************************************
9 ATTACHMENT 3: SAMPLE Third SAMS Activity Authorization NOTE: You will NOT be able to access EvaluationWeb using the link and user name/password you receive in the third and fourth s from SAMS. You will receive two separate s from Luther Consulting telling you how to access EvaluationWeb and providing you with your username and temporary password. MDH will not ask Luther Consulting to issue your EvaluationWeb username and password until we receive confirmation that you have completed the online EvaluationWeb training and signed the Rules of Behavior. From: Sent: Monday, October 17, :25 AM To: Scooby Doo Subject: U.S. Centers for Disease Control: SAMS Partner Portal - SAMS Activity Authorization Welcome! You have been authorized for access to: Evaluation Web: Evaluation Web Level 2 You can reach the activity home page directly by clicking You may also access this activity through the SAMS Partner Portal pages by clicking here. When prompted, please enter your SAMS' account Username and Password. Then click the Login button. If you've forgotten your password, you may reset it by following the Forgotten Password link on the SAMS Portal log in page. Thank you, The SAMS Team ***Note: In order to access the SAMS Partner Portal, your browser must be configured to use TLS 1.0 encryption. If your computer is not configured for TLS, or if you are unsure, please contact your local IT System Administrator for assistance. For more information or assistance, please contact the SAMS Help Desk between the hours of 8:00 AM and 8:00 PM EST Monday through Friday (excepting U.S. Federal holidays) at the following: Toll Free: samshelp@cdc.gov ***Note: This has been sent from an unmonitored mailbox. DO NOT REPLY TO THIS . Please direct all inquiries to the Help Desk as listed above.
10 ATTACHMENT 4: SAMPLE Fourth SAMS Account Activation NOTE: Failure to log in to SAMS for over 365 days from the last successful login will result in your SAMS account being terminated. This will NOT impact your access to EvaluationWeb. However, if you ever need access to another CDC data system in the future, the full registration process, including identity proofing, must be completed again. From: Sent: Monday, October 17, :25 AM To: Scooby Doo Subject: U.S. Centers for Disease Control: SAMS Partner Portal - SAMS Account Activation Welcome! Your access to the SAMS Partner Portal has been approved. Inside this site you'll find links that provide access to applications and information designed to assist you in the performance of your role in Public Health. The SAMS Partner Portal may be reached by clicking here. When prompted, please enter: Your username: (scoobydoo@yahoo.com) and the password you chose during registration. Then click the Login button. If you've forgotten your password, you may reset it by following the Forgotten Password link on the SAMS log in page. Thank you, The SAMS Team ***Note: In order to access the SAMS Partner Portal, your browser must be configured to use TLS 1.0 encryption. If your computer is not configured for TLS, or if you are unsure, please contact your local IT System Administrator for assistance. For more information and assistance, please see the SAMS User FAQ located here, or contact the SAMS Help Desk between the hours of 8:00 AM and 8:00 PM EST Monday through Friday (excepting U.S. Federal holidays) at the following: Toll Free: samshelp@cdc.gov ***Note: This has been sent from an unmonitored mailbox. DO NOT REPLY TO THIS . Please direct all inquiries to the Help Desk as listed above.
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