EHS RegTracker. User Guide. (800)

Transcription

1 EHS RegTracker User Guide (800)

2 EHS RegTracker User Guide Table of Contents Getting Started Includes Initial Setup and Logging On. Company Inbox... 5 Status Icons, Inbox Filter, Dispatch. Rulemaking Summary Detail Page Overview and detail about a document, including assessment categories. Company Assessment Use assessments to priortize and assign rulemaking activities to team members. Add More Information Upload files and rulemaking activities not included in BNA RegTracker. Add hyperlinks. Add & Send Comments Share comments on/about a rulemaking activity as it goes through each step of the research process. Tracking Grids Tracking grids compile all dispatched rulemaking into tracking pools. Each grid is customizable. Add Custom Documents Add your own documents or standards to track. Export to Excel Manipulate and save downloaded grids using Excel. EHS RegTracker Administration Add people, assign roles, create groups, delete or deactivate people, and access attached files. Permissions defined. Selecting Topics for the Filters & Inbox Choose the pertinent topics for review specific to your project(s). Training & Product Support Subscriber assistance and Training and Product Support contact information.

3 Getting Started Overview Bloomberg BNA EHS RegTracker helps EHS compliance teams to monitor, evaluate, prioritize, assign and collaborate on new rule implementation and other rulemaking activities as the latest Bloomberg BNA regulatory monitoring summaries arrive in the Company Inbox. Each has a Rulemaking Summary Detail Page with all information about that rulemaking activity in one central place. It includes the latest Bloomberg BNA summaries, regulatory actions, staff assessments and reviews, comments, and links to full-text regulations as they become available. Use the All Tracking grid to view the rulemaking documents your team is tracking or needs to review. Team members find documents they have been assigned and are tracking on the My Assignments tab. Rulemaking activities can be retrieved and reclassified from the Not Tracking or Archive tabs at any time. Track rulemaking activities not included in the EHS RegTracker by adding them as Custom Documents, related links and related documents. Once saved, Custom Documents can be assigned to users. Initial Setup Please ensure the administrator is the first one to log into EHS RegTracker. The first time you log into the product, you are prompted to set up your company s tracking profile. You will see a welcome message at the top of the screen. On this screen, select the topics and filters that will populate your Company Inbox. Under Scope of Coverage: US Jurisdictions, place a check mark next to the jurisdiction(s) you would like to appear in the Company Inbox and in the EHS RegTracker sorting filters. 3

4 Under Scope of Coverage: EHS Media, select the topic(s) to feed the Company Inbox. Click Save. Click on Company Inbox in the upper right-hand corner of the screen. The Company Inbox is filled with regulatory summaries as of the coverage start date, listed on the update screen. 4

5 Logging On To log on, go to bna.com on your web browser. Enter your Username and Password. Click Forget your username or password? and reset your password if there is a problem. Some accounts require an address. (Note: You may be required to enter your address again when attempting to access a specific web page after logging on to a session). The My Account page displays with a link to the EHS RegTracker. Click GO. For assistance, please call , and a Bloomberg BNA service representative will be happy to assist you. Navigating EHS RegTracker EHS RegTracker defaults to the Company Inbox, where new rulemaking activities are listed. Dispatch options are listed below the title of the rulemaking activity. Once dispatched, 5 Tracking Grids consolidate each of the dispatch options including an individual s assignments. All Tracking: View all rule making activities your company is monitoring, regardless of who they are assigned to. My Assignments: View and manage only the rule making activities assigned to you. Needs Review: These rulemaking activities have been designated by a dispatcher or an administrator as potentially applicable to the company. Not Tracking: View the rulemaking activities that have been deemed not applicable to the company and its business. Archive: This collection includes all items that have been completed by the company team. To change a tracking status, click the title and make the change in the Rulemaking Summary Detail Page using the Company Assessment frame. See page 8. The People or People & Permissions tab displays an overview of group and contact information for everyone registered for access. Administrators manage accounts, groups and other settings from the People & Permissions tab. Only Administrators have access to this tab. 5

6 Company Inbox Company Inbox is the landing page for EHS RegTracker and lists the daily updates from Bloomberg BNA's Federal and State Regulatory Monitoring Reports. The Company Inbox is organized to let administrators and dispatchers quickly scan, review, and dispatch entries, view full-text, company assessments, and add collaborative internal comments. Note: Individuals designated as Reviewers do not have access to the Company Inbox. See Roles & Permissions on page 20. The Company Inbox can be customized for the jurisdictions and topics selected by your company to follow. It also includes new rulemaking activities as well as updates to previously published rulemaking documents. To view more inbox items, click the numbered screens (located on the lower part of the inbox). Choose the number of Items per page using the options at the bottom of the page. Status Icons Next to each Inbox entry in the Company Inbox and Dispatch screens is a status icon. Any item without an icon indicates the rulemaking activity was previously marked Not Tracking, but an update which continues to appear in the Company Inbox might affect its tracking status. Status Icons Tracking Status link Indicates the first time a rule appears in RegTracker. indicates a new item in the Company Inbox; link Indicates an update to a rulemaking activity in Needs Review; link indicates an update to a rulemaking activity that is being tracked; and link indicates document is located on the Archive tab. 6

7 Inbox Filters Sort the Company Inbox with targeted filters: Date(s), Jurisdiction(s), Topic(s), and Regulatory Action(s). Note: Filters are saved from session to session, so you don t have to change them every time you log in. Set Filters Filter settings selected before you close the browser are automatically saved for the next session. 1. Click the down arrow next to each category (or click a date field to select a calendar date). 2. Click the checkbox for your selection(s), click the checkbox again to deselect it. To select all items listed in the entire menu, select All (at the top of the list). Note: Once a checkbox is selected, a thin border displays around its drop-down menu, indicating that a filter has been set. 3. Click Apply to save the filter settings. Filtered results immediately display in the Company Inbox. Notes: Setting a filter never erases or removes items in the Company Inbox; it only hides irrelevant items from the display. To hide or minimize a filter once it is set, click Filter Options and choose Hide Filters. To redisplay the filter, choose Show Filter. To display all applied filters in a single screen, click the Filter Options drop down and then select Show applied filters. Click Clear Filters to clear all existing filters at once. 7

8 Dispatch Dispatch links are displayed below each entry on the Company Inbox page, and allow the Administrator or Dispatcher to quickly sort the items in the Inbox. Choose to track, review, not track or archive the new items. Click a link to place the rulemaking document into the correct tracking grid. To assign an item to an individual, go to the item s Rulemaking Summary page. Tracking: Dispatch items to Tracking to make them appear on the All Tracking grid and need further analysis and assignment. Needs Review: Dispatch an item to Needs Review to identify items that must be reviewed to determine their relevance. These items display on the Needs Review tracking grid. Not Tracking: Dispatch items to Not Tracking to indicate an item not relevant to your current business or project. When updates are available for documents listed in Not Tracking, the updates display in the Company Inbox without an identifying icon and providing an opportunity to reassess their status. Archive: Dispatch an item to Archive to hold rulemaking activities that have completed their review and/or dispatch cycle. Quick Dispatch To simultaneously dispatch multiple items, select the items and go to the Quick Dispatch drop-down menu located above the Inbox. 1. Click the checkbox next to the items you would like to dispatch, or to select all items on the page, click the checkbox next to Quick Dispatch at the top of the page. Click again to deselect. 2. From the top of the page, select a Quick Dispatch status (Tracking, Reviewing, Not Tracking, Archive). 3. A confirmation page displays, click OK to apply the status to all selected items on the page. 8

9 Rulemaking Summary Detail Page Overview To access the Rulemaking Summary Detail Page, click the Summary Title of any rulemaking activity listed in the Tracking, Not Tracking, Needs Review, My Assignment, or Archive tabs. The Rulemaking Summary Detail Page provides links to citations affected, full text, overviews, contact information and context for each rulemaking activity. Click the linked Citation Affected below the heading to view the citations full text. Bloomberg BNA Summary Bloomberg BNA subject-matter experts write an overview summary of the rulemaking, including the important dates and government contact information, necessary for the context of each regulatory development. The Full-Text link provides the latest available full-text of the rulemaking document. The History link displays and links to the previous regulatory actions. Related Summaries Related summaries provide quick access to current and previous versions of a document, and includes emergency, interim, proposed, temporary, and final rules and notices. 9

10 Company Assessment Use the Company Assessment panel to assign team members, set priorities, change status, and specify due dates during the tracking process. Each category has a drop down arrow with a list of response options. 1. Click the down arrow next to a category to view a list of available responses. 2. Click to highlight a response and select it. 3. Click Save or Save and Close to store your results. Assessment Categories Defined Category Tracking Status In-House Status Assigned To Date Due Applicability Impact Likelihood Short Name Description Should the rulemaking activity be tracked? Has the rulemaking activity been reviewed? Assigned? Completed? Who is primarily responsible to handle the rulemaking activity? When should the assignment be completed? Does this rulemaking activity apply to my company? To what degree does this rulemaking activity impact my company? What is the likelihood that this rulemaking activity will become effective? An optional internal company identifier for a rulemaking activity Note: Click Save in the Company Assessment frame to send a rulemaking activity to the appropriate tab. Responses can be changed and saved as many times as needed. The name of the team member who made the latest change displays in the Last updated by frame. Click Show update history for a complete listing of the times and dates the record was modified. 10

11 Assignments Assign team members or groups to handle the rulemaking activity. 1. Click the drop down arrow under the Assigned To field. 2. Check the box(es) next to the team member(s) or group(s) you wish to assign. Check All to select all team members at once; click again to deselect all team members. 3. Click the Date Due field to open a clickable calendar and select the date for completion. 4. Click Save to finalize. 5. Click notice after you have assigned the team members and click Save. An notice is sent to employees address. Each message lists a summary of the rulemaking activity, along with a direct link to the page where employees make and modify assessments or record research. Automatic Reminders. When an item is assigned to an individual, EHS RegTracker sends an automatic reminder three days before the item is due. Additionally, the individual receives a reminder on the day the item is due. The person that made the assignment is copied on reminder s. Weekly Summaries. Optionally, choose to receive weekly summaries of EHS RegTracker s inbox activity. Sign up for summaries using the profile tools on the People or People & Permissions tab. Open a profile, click On or Off next to update, and click Save. Assign to a Group. Administrators can create groups. When an item is assigned to a group, it automatically appears on the My Assignments tracking grid of each group member. When an individual is removed from a work group, all assignments associated with that group are removed from that individual s My Assignments tracking grid. However, any comments he/she has made are retained. Add More Information Adding Documents and Links Share your research in one central location by uploading attachments to the Rulemaking Summary Detail page. Any file type may be uploaded (except for.exe), as long as it is under 5 MB. 11

12 Upload Hyperlinks Add single-click access to outside websites for reference materials, regulation text, and more by posting link(s) on the Rulemaking Summary Detail page. To post a link, 1. Click a record title to open its Rulemaking Summary Detail page. 2. Under Attachments, click Add URL. 3. Paste or type the URL and then click Save to post the link as a clickable URL (click Cancel to undo). Add a File 1. Open the record's Rulemaking Summary Detail page. 2. Under Attachments, click Add file. 3. Click Browse to choose a file from your local computer upload it. 4. Click Save to attach the document (or click Cancel). 5. Reclick Add file to upload another document. To view the file, click the linked filename. To delete the file, click the Delete icon. To view the list of all attached files, go to the People & Permissions tab and click the All Attached Files button. 12

13 Add & Send Comments As the rulemaking activity goes through each step of the review process, users are able to share information with the Comments feature. Access Comments on the Rulemaking Summary Detail page. To Add a Comment: 1. Click the Add a comment link to open a new comment window. 2. Add the comment and click Save this comment. Click Preview to view the comment before you save it, or click Close to cancel. 3. Click Close window at the top right of the screen to return to the original screen. To Send comments via to assigned team members: 1. Below the text box, click the check box next to the names of individuals (or groups) to receive the comment via . To deselect, click the box again. 2. Click Save this comment to store your work and deliver your comments. Note: You may add clickable links to your comments. Simply copy and paste the URL from your browser, or type the link, starting with The new link will appear in your saved comment. To remove a Comment, click the Delete icon next to a saved comment. 13

14 Tracking Grids Overview Tracking grids compile all dispatched rulemaking activities into a tracking pool. Each grid has an individual tab, customizable with your choice of fields. The list of Citations Affected to the right of each Summary Title provides a quick reference of which citations were affected and you know immediately if your organization needs to take a closer look at a rulemaking activity. If your subscription includes Citation Monitoring, you can choose to display only the items that meet your Citation Monitoring criteria on the All Tracking grid. For a more detailed description of the rulemaking activity hover over any Summary Title, or click anywhere on the item s row. 14

15 Types of Tracking Grids Tracking grids compile all dispatched rulemaking activities into a tracking pool. All Tracking Lists all rulemaking activities being actively tracked by your company. EHS RegTracker does not track standards of professional associations, internal corporate standards, or local ordinance or regulations, but you can by adding them as custom documents. See Add Custom Documents see page 17. My Assignments Analyze, prioritize, and comment on your assigned projects. My Assignments is a personal document tracking grid and displays all items assigned to an address. All assigned rulemaking activities whether they need to be reviewed or whether they need to be tracked appear on the My Assignments grid. Group assignments are included if you are a member of a group assigned to an update. Needs Review Needs Review is a tracking grid for items that need a closer look and includes the regulatory updates needing to be reviewed and assessed by an individual. Even when a rulemaking activity is assigned, a copy of the regulation remains on the Needs Review grid until it is marked as Tracking or Not Tracking. Not Tracking stores all items marked not of interest. Not Tracking records the date the rulemaking activity was sent to the Not Tracking grid and the name of sender. You may permanently delete items from Not Tracking. The deleted item cannot be recovered. To permanently delete items on the Not Tracking Archive, click the box next to the item and then click Delete Selections at the top of the page. To select all items on the screen, click the check box next to CD in the header at the top of the far left columnand click Delete Selections. Archive You may permanently delete items from the Archive. To reactivate or reassign an archived rulemaking activity, access the Rulemaking Summary Detail Page (see page 8) by clicking the item s title. 15

16 Sort Tracking Entries Click any column heading to sort all regulations in the inbox in descending order. Each column heading is described below. Category Applicability Assigned To Citations Affected Date Due Impact Jurisdiction Last Modified By Last Modified On Pub Date Reg. Action Short Name Summary Title Topic Descriptive Criteria Does this rulemaking activity apply to my company? Who is assigned to handle the rulemaking activity? Citations within a rulemaking activity that have changed or been updated. Assigned due date. Note: Past due dates appear in red. Does this rulemaking activity impact my company? Is it a high priority? Which state(s) issued the rulemaking activity? Is it a Federal rulemaking activity? Who sent the rulemaking activity to the Not Tracking Archive view? The date a rulemaking activity is sent to the Not Tracking Archive view. Date published by Bloomberg BNA. What is the most current rulemaking status? A user-selected name for a rulemaking activity. Bloomberg BNA s description of the rulemaking activity. EHS topic area. Display/Hide Columns Save space and personalize tracking grids using Set column display to choose the columns for display on each tracking grid. 1. Choose Set Column Display to open a checklist of columns to display. 2. To display a column, click the check box next to its title. 3. To hide a column, leave its check box blank, or if it has already been selected, click again to deselect the check box. 4. Click Apply to display the new columns. Click Cancel as needed. Note: The default columns (Publication Date, Jurisdiction, and Summary Title) cannot be removed. 16

17 Using Tracking Grids Organize your tracking grid with custom sorting and filtering features. Filter settings made on one grid will not affect filter settings made on another grid. Note: Filters remain active until they are changed and saved and selected filter settings remain from session to session even after log off. To change a filter, select the new filter, and click Apply. Click Clear Filters to clear all existing filters simultaneously. Applying Filters Like the Company Inbox, Tracking Grids may be customized to display targeted information. Set and save your personal filters on the left side of the screen. Filtered results display immediately on the tracking grid. 1. Click the down arrow next to each category (or click a calendar field to select a date). 2. Check off the topic(s) that most interest you. Click again to deselect. 3. After selecting criteria for each category, click Apply to save the filter. 4. If your account provides the option to limit the default categories in the filter, see Selecting Topics for the Filters & Inbox on page 25 for more information. Filter Settings Two additional check boxes may appear on some tab filters: Only show assignments marked Needs Review - Check to display items that need more research in order to determine whether they apply to your organization or not. Needs Review items are marked with an exclamation mark. Only Show Custom Tracked Documents Check to display only the Custom Documents, marked with the Custom Document icon to track rulemaking activities not originally included in the Company Inbox., created by your company Filter Options Click Filter Options to: Hide Filters. Select Hide Filters to save space. Show applied filters. Display all applied filters in a single screen. Making or Changing Assignments from the Tracking Grid Quick Edit Feature Make quick edits to three tracking areas and change a rulemaking activity s dispatch status without having to update the entire page. Click the Quick Edit icon listed to the far left of each rulemaking activity. To make a Quick Edit to the tracking status: 1. Click the Quick Edit icon. A summary, along with a list of tracking categories displays. 2. Click the down arrow to view the drop down list for each category to be modified. 3. Make your selections. 4. Click Save. 17

18 Add Custom Documents EHS RegTracker does not track standards or professional associations, internal corporate standards or local ordinances and regulations. Use Custom Documents to track a standard not included in EHS RegTracker. Upload any file type (except for.exe), under 5 MB. Once the Custom Document is created, it can be assigned and tracked as other items. Custom Documents are identified on the All Tracking grid with the Custom Documents icon in the CD column. Create Custom Documents To add your own Custom Document, open the All Tracking tab, and then click Add Custom Document. 1. In the new window, type the document's Title. 2. Use the drop-down menus to select a Jurisdiction, Topic and Regulatory Action. These fields are required and are marked with an asterisk. If you cannot find an item in the drop down menu, click to select (Other). Note: The drop-down menus displays the Jurisdictions and Topics currently being tracked on the People and Permissions tab. To add new Jurisdictions or Topics to your Tracking Profile, see Selecting Topics for the Filters & Inbox on page Optionally, type in or paste in related Citations. 4. Type in or paste in a brief Summary. 5. Add More Information if desired (see page 18). 6. When you are ready, scroll to the bottom of the document and click Save. Note: you must save the document. 7. A message displays: "Your tracking summary has been added to the system. Add another summary?" 8. Click Add another summary to add more custom documents, or, if you are finished, click Close Window. 9. Click Refresh Table to display the new record on the All Tracking tab. For easy recognition, Custom Tracking Documents are marked with a Custom Document icon on each tracking grid. 18

19 Add More Information to Custom Documents (Optional) To make your research more accessible, add links, attach files, and include comments on a custom document. Include Company Assessment To assign and prioritize the new document, click Include Company Assessment. 1. Scroll to select assessment criteria from the drop-down menus. 2. From the Assigned to: field, click to select and assign persons or groups to review the record. 3. To alert team members of the assignment, click the box next to Send notification. notifications are delivered to team members when the record is saved. 4. Click Save. 5. Click Add another summary to add more custom documents, or, when finished, click Close Window. Attach Files and Links Files - To upload a file, 1. Click Attach Files and Links. 2. Choose Add file. 3. Navigate to the file you wish to upload. 4. Double click the filename to select it. 5. Click Save to attach the file (or click Cancel to undo). 6. To upload another document, reclick Add file. Links - To attach a link 1. Click Attach Files and Links. 2. Click Add URL. 3. In the open field, type the URL for a related website (e.g. text for the original regulation/its originating agency, etc.) 4. Click Save to post the URL as a clickable link (or click Cancel to undo). 5. To add another link, click Add URL. 19

20 Comments - To add comments, 1. Click Include Comments and type your comments into the open field. 2. Optionally, select any groups or individuals that should receive the comment via Click Preview (optional) to view the document before clicking Save at the bottom of the page. The comment is stored and s it to the selected groups and individuals. Edit Custom Documents To edit a Custom Document, go to the tracking grid and click a record's Summary Title. Click the Edit button on the right hand side of the new screen. Make the necessary changes in the appropriate fields and click Save to update the record. Export to Excel Click Export to Excel on all 5 tracking grids to download all information on the grid to your local computer. Manipulate and save downloaded grids as desired within Microsoft Excel. 20

21 EHS RegTracker Administration Overview Administrators click the People & Permissions tab to view everyone registered in the system, to view group memberships, to view the list of people with administrator privileges, to set tracking profiles, and to access attached files. Administrative activities are completed by using the buttons in the left frame. All People displays contact information for everyone in the system. Individuals can edit contact information for themselves, but only Administrators can edit information for others. All Groups create and modify groups to organize, manage, and efficiently notify group members of assignments and posted comments. Tracking Profile customize the coverage for your organization - start date, jurisdictions included, and topics - for RegTracker content. Note: if you do not see this section, then your company has set up a custom profile instead. Your administrator can give you more information on the scope of coverage for your company. All Attached Files search for any file uploaded to a Tracking Summary. You can search by date, title, file type and more. Roles and Permissions Everyone in the system is assigned one of three roles Administrator, Dispatcher, or Reviewer with various degrees of access. Administrators (Note: There must be at least one administrator at all times.) Administrators have full access to all EHS RegTracker features, including the People & Permissions tab. Administrators manage groups, change permissions, and set the scope of coverage for the content that feeds the inbox. Some subscriptions allow the administrator to add new people. If your subscription includes this feature, please see Manage People on page 24 for more information. Dispatchers Dispatchers have full access to all EHS RegTracker features - except for permissions. They can review the Company Inbox, dispatch items and make or modify assignments. From the People tab, Dispatchers can edit their own contact information and view additional general information about people, groups, and the Tracking Profile (if applicable). Reviewers Reviewers bypass the Company Inbox and go directly to the My Assignments grid to see, comment on, and assess rulemaking documents forwarded to them for review. From the People tab, Dispatchers can edit their own contact information and view other general information about people, groups, and the Tracking Profile. 21

22 Administrator's View Administrators manage people and groups, change permissions, and set the scope of coverage for the content that feeds into the inbox. All People (Not available for all accounts, contact Bloomberg BNA to be registered as an Administrator.) Click the All People button on the People & Permissions tab to add new people, edit contact information, change groups, or delete a person altogether from EHS RegTracker. Add a Person See Also Manage People on page 24. Click All People and select Add New People to open the Add New Person screen. Note: If you do not see the Add New People button on the Everyone in the System page, then your company may have a subscription with a limited number of active users. Please contact Bloomberg BNA Customer Care at to add additional users. Add a New Person 1. Enter the new person's name and contact information under Add New Person. 2. Select a role (Administrator, Dispatcher, or Reviewer) under Set Permissions. Click the Information icon next to Set Permissions to read a description of each role. 3. Under Set Status, select Active. 4. Choose the circle next to Yes, please send notification to send a Welcome to the new user. Add a personal message in the box (if desired), and click Add this person to send the . Delete a Person If you need to remove a person from the system, please note that: Deleting a user permanently removes them from the assignment system. Their comments will remain, but they cannot be added back to the system using the same address. You may want to reassign all tasks before deleting a person from the EHS RegTracker. Depending on your subscription, administrators may permanently delete a person from the system. To delete a person, 1. Navigate to the People & Permissions tab (far right). 2. Select All People (top button). 3. Click Edit next to the person's name. 4. On the open profile, click Delete <person s name> now. 5. Review the warning message, and click OK to continue, or Cancel. 22

23 Deactivate a Person A less permanent way to remove someone from the tracking assignment list and to free a tracking seat is to set the person's information to Not Active under Set Status. When an individual is marked "Not Active," that person will not be able to sign in to EHS RegTracker, and will not be able to receive new assignments. However, their profile information and comments will not be deleted from the system. To set a status to Not Active, navigate to the People & Permissions tab (far right). 1. Select All People (top button). 2. Click Edit next to the person's name. 3. Under Set Status select Not Active. Click the Information icon for an explanation of Not Active vs. Active statuses. 4. Click Save Changes. The person's profile will update immediately. To reactivate, navigate to Set Status and select Active. Click Save Changes to reinstate the profile. Create Groups Create groups to quickly to easily make assignments. You can group users by area of expertise. From All Groups on the People & Permissions tab, click on Create a New Group. Choose a name for the group and click Create Group. Note: You will be able to use saved groups when making assignments. All groups appear at the top of the Assigned to: drop down on the Company Assessment page. Add or Delete Group Members Add or remove members from groups on the All Groups page. Under the group name, click Add or remove people from this group to open the company roster. Click the check box next to a name to add members to a group. (Click a checkbox again to remove a member). Note: When a person is removed from a group, items assigned to that group automatically disappear from that individual s My Assignments grid. Click Save Group Changes. 23

24 Delete a Group To remove a group, click All Groups, and then click Add or remove people from this group. From the open group on the All Groups page, select Delete this group and click OK. The group is removed from the assignment list. Note: Even if you delete a group, the individual group members are still assigned to the rulemaking documents previously assigned to the group. Note: Deleting a group removes it from the assignment/ list; however, it does not delete group members from the System. Access Attached Files To locate a file attached to any document click All Attached Files on the People & Permissions tab. Browse a list of all files, or using the filters above, select specific criteria to pinpoint specific files. Using the drop down menus, filter files by the document to which they are attached (Summary Title, State, File Name) or by other criteria (File Type, Added By, Date). 24

25 Choose Administrators Manage the administrative role on the Administrators page. From the People & Permissions tab, select Administrators to open the Set Administrator Rights page. From the list of all users, place a check next to the individuals that should have administrative rights (or click a checked box to remove administrative rights) and click Save Changes. New administrators will get permissions on their next login, along with a special flag under their name. Special Note: Administrators cannot delete themselves. Manage People For some subscriptions, an administrator can add a new person to EHS RegTracker. See Add a Person on page 21. Edit People To edit a person's profile information, an administrator clicks All People from the People & Permissions tab. Click the Edit link next to a person's name to update a person's contact information, group membership, or permissions, etc. Manage Available Seats If you do not see the Add New People button on the Everyone in the System page, then your company may have a subscription with a limited number of active users. Please contact Bloomberg BNA Customer Care at to add additional users. 25

26 Selecting Topics for the Filters & Inbox The administrator is able to manage the topics and rulemaking activities that arrive in the Company Inbox using the Tracking Profile. Using the Tracking Profile Choose the jurisdictions and topics for the rulemaking activities that feed into your Company Inbox. To change the Company Tracking Profile settings, click People & Permissions on the top of the page, and then choose Tracking Profile on the left. 1. Under Scope of Coverage: US Jurisdictions, place a check next to jurisdiction(s) you would like to appear in the Company Inbox and in the EHS RegTracker sorting Filters. 2. Under Scope of Coverage: EHS Media, select the topic(s) to feed into the Company Inbox. 3. Click Save. Inbox Updates New topics display in the drop-down menus of Filters as soon as you click Save. New topics display in your Company Inbox on the next update. (The Company Inbox typically updates overnight). Note: Updates for topics that have been removed remain in your inbox until you remove them. Also, jurisdictions and topics you have removed from active tracking remain on your filter list even when there are no new updates. 26

27 Bloomberg BNA Training & Product Support Bloomberg BNA has a trained staff of research and technical specialists to assist you in locating information on this product and to provide expertise with your system questions or difficulties. Open an online support form or call Bloomberg BNA at (800) , Monday through Friday, 8:30 a.m. to 7:00 p.m., Eastern Time, except on federal holidays. To reach a technical specialist, select option 3, to reach a content specialist, select option 5. In addition, Bloomberg BNA offers free telephone training sessions to all levels of users. Beginning with a comprehensive needs assessment, a Bloomberg BNA trainer will help you develop the fundamental reference and technical skills you need to conduct effective research on this product. To schedule a training session, please call (800) , option 5, Monday through Friday, 8:00 a.m. to 7:00 p.m., Eastern Time, except on federal holidays or complete this training request form. About Bloomberg BNA Bloomberg BNA, an affiliate of Bloomberg L.P., is a leading source of legal, regulatory, and business information for professionals. Its network of more than 2,500 reporters, correspondents and leading practitioners delivers expert analysis, news, practice tools and guidance the information that matters most to professionals. Bloomberg BNA s authoritative coverage spans the full range of legal practice areas, including tax & accounting, labor & employment, intellectual property, banking & securities, employee benefits, health care, privacy & security, human resources, and environment, health & safety. To learn more, contact your Bloomberg BNA Representative, call (800) , or visit South Bell Street, Arlington, Virginia The Bureau of National Affairs, Inc

28 2017 The Bureau of National Affairs, Inc JO