eform Training Manual Filing Forms Electronically 7/10/2009 version 1.4 Department of Natural Resources Colorado Oil and Gas Conservation Commission

Transcription

1 eform Training Manual Filing Forms Electronically 7/10/2009 version 1.4 Department of Natural Resources Colorado Oil and Gas Conservation Commission

2 First Time Install of Silverlight The first time a user goes to the web site, the site will check to see if they have the proper add-on installed within their browser. The application can run with any browser, Internet Explorer, Firefox, and Safari on Apple computers. If the add-on has not been installed within the browser, the following window will display. (These pictures depicts a Internet Explore view, other browsers will be similar) 2

3 The user should click on the Install Microsoft Silverlight box. This will begin the install process. The next window will appear. The user should click on the Run button. When the window appears, the user should select the Run button. 3

4 The next window will appear and the user should select the Install Now button. When the next window appears, the user should select the Next button. 4

5 Once this window appears, the user should click on the Close button and then re-enter the address for eform, After re-entering the address, the login screen will apprear. 5

6 The user will enter their Login Name, Password and Operator number and press enter or click on the login button. The system will verify the user is associated to that operator number and bring up the default dashboard page. Colorado Operator User Administrator (COUA) There are two different views for industry, one for the COUA and one for Industry User. The first screen shot below is the COUA view; the second is an Industry user view. 6

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8 The only difference is in the menu options at the top left of the page. The COUA has the menu option of Operator Administration. This option is where the COUA will maintain the users for the operator. When clicking on the option for Operator Administrator, a new button appears across the top of the page. When the user selects that button, a new page is displayed for the user to add, or delete users for the operator. Remember that all industry users are associated to an operator by the operator number. 8

9 To create a new user, the COUA will need to select Create Login which will redisplay the page. 9

10 The COUA will need to enter a User Name, a password, which will be entered a second time and must match the first one entered. The password should be at least six characters long, have at least one special character, and have both letters and numbers. The should be the current of the user. Once the is entered and the COUA exits the field, the user has been created. Only use the Update and Exit button when you want to leave the page and save all of the data. Continue to add users by clicking on the Create Login button. Click the Update and Exit button when you are done, this will save all the data and return the user to the dashboard. To exit the Edit User page, select either the Update and Exit or Cancel button. This menu option is the only difference between what a menu option a COUA has and an Industry user. To delete an Industry User, the COUA will select the delete box next to the Industry User s name in the list of users associated to the Operator. Once the COUA selects the Update and Exit button, the user is deleted from that Operator s list of approved users. User Login When an Industry user logs into the application, the dashboard will display in the default view which displays all of the forms currently in Draft status for that operator. In a future release, the application will remember the last view for that user. 10

11 Within the dashboard the user can create a new form, locate a form or search for a form by either entering the Doc Number, changing the status description to In Process or one of the other statuses, or by selecting the Form No. 11

12 Creating a New Form To create a new form, the user will select the New Application link located at the top left of the page. A drop down list will display where the user will select the form number they wish to create. After selecting the form number, the user clicks on the Go button. The page will reload with the data entry form that was selected. The form will have a Doc ID assigned to it and this number is how the user will locate the form as it moves throughout the COGCC process from the initial data entry by the operator to approval by the COGCC. If the user decides to save the form and not complete it in this session, they will be able to return to the document and 12

13 their data will have been saved. Returning to the saved data will be accomplished by using the Doc ID. Below is a screen shot of the first tab of the new Form 2A. The forms are divided into sections and each section is a separate tab, which the user moves through filling in the information. The user must remember to click on the Save button at the bottom of the page to ensure their work is saved. Whenever the save button is selected, the application runs a rules engine against the data that has been entered. Any errors that are detected will display individually on the error panel on the left of the screen. Data will be saved even if there are errors. To view the error messages, the user must move their cursor over the error panel which will then move out to display the error messages. Each error message will start with a number that depicts the section where the error occurs. 13

14 When the user wants to check for errors but prefers not to save the data, they can select the validate button. An error check will be run but the data will not be saved. If a user decides to exit before saving, a warning message will ask the user if they want to exit without saving. Finding a Saved Form When the user knows the particular document id, they can enter that document id into the Doc # box and select the Find button. The dashboard will redisplay with just that single record displayed. 14

15 There are other methods to locate saved forms including selecting the Form No., a date range, or by form status. Form status search allows the users to not only see forms that are in Draft status, but to also look at forms that have been submitted to the COGCC. This will be covered later in the manual. Once a form has been located, the user has four options available to them. The data entry option is available by clicking on the Edit button. This will bring up the pages where the user can enter the data required to complete the regulatory form. The Delete button will mark the form as Deleted and remove the form from the list. When the user selects the Delete button, a confirmation page will be displayed to ensure the user wants to delete the form. 15

16 The next option on the dashboard is the Comment button. The Comment button will bring up the Comments page where the user can view any comments that have been entered for that form or enter a new comment. The last button is the View button. This will display a PDF report of the form with the data that has been entered into the form. 16

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18 Attachments The first button in the row is the Attachments button. The Attachments button is used to add the required attachments. All attachments must be in the PDF format. When selected, the Attachment button will display a page that allows the user to browse their system or network to select the files that will be submitted as supporting documentation. To add an attachment, the user would select the New Attachment button which opens a new window to search for the document. Once the user selects the file, eform will upload the attachment. 18

19 Next the user must select the description of the attachment from the drop down list on the attachment page. The list contains all of the types of attachments expected for the regulatory form the user has selected to associate the attachment to. The user must assign a name from this list so that when the form is being processed, the attachment can be recognized. The user can delete an attachment by selecting the delete check box and clicking on the Save Updates button. 19

20 Once all of the attachments have been added and the form has been completed, the user must return to the edit button. When the form redisplays, the submit button will be grayed out. The user must save the form one more time to have the submit button available. 20

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22 Selecting the submit button will submit the form and all attachments. 22

23 Once a form has been submitted, the operator will no longer be able to change any information on the form. The operator will be able to track the progress of the form as the form is reviewed through the COGCC work process, which is accomplished through the User Dashboard. Tracking Forms When a user is signed onto eform, they will be able to track the progress of a submitted form. To find a form that has been submitted but not yet approved, the user can locate that form using the dashboard. Once again, using the same methods that they used to find a form that they were working on, they can find that form in the COGCC work process. By entering the document number, by changing the status drop down to In Process, or by selecting the Form No., a listing of forms will be displayed. 23

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25 The listing below each form shows all of the tasks assigned to the form upon receipt. Each task has a due date, the person who is assigned the task, a status and a status date. The various colors represent the time left to complete the task. Blue means a task 25

26 has been completed or has been passed. Green means that there is more than 10 days left, yellow means that the due date is within 10 days, orange means within six days, and red means it is the due date or later. 26