EPAWEB PERSONNEL ACTION SYSTEM USER GUIDE

This feature in EPAWeb provides a method for users to attach documents to any EPAWeb action at any time.  The documents can be attached as MS Word, MS Excel, etc. This feature should prove to be very useful for users who need to submit supporting documentation in order to aid the approval process for EPAWeb actions

When a document is attached to an action the system includes the following information:

• Attachment Date/time
• Document Type
• Onyen of user attaching the document
• Full name of user
• Dept/Role

EPA Document Attachment provides the following capabilities:

• The system provides the capability to add up to 20 attachments
• The system provides the capability to delete the attachments.  If the action is in progress the action must be disapproved or retracted and the document deleted by the originator.
• The system provides the capability to modify or add attachments as the action goes through the approval process. Once the form has been submitted and is in the routing process, the Originator and the current approver can access the form and add attachments up until the final approval
• The system will maintain the document indefinitely
• The system will issue a warning when the user uploads an attachment with a duplicate filename
• The system will issue validation error when trying to upload empty file
• The system will limit the size of documents to the following: 5MB per file, 20MB per action

EPAWeb users will be able to attach documents to any EPAWeb action at any time. Below are instructions and screenshots detailing how to attach documents to an EPAWeb action.

In each EPAWeb action, the document attaching option will appear as follows:

Place your mouse over the word “browse” and click. A window will pop up, allowing you to navigate through your documents to find and select the one you wish to attach to the EPAWeb action. Highlight the desired document by selecting it with your mouse and click “open.”

The document is now attached to the action.

Repeat the steps outlined above to attach multiple documents.

The system will time and date stamp each attachment. Once the form has been submitted and is in the routing process, the originator and the current approver can access the form and add attachments up until the final approval. However if a user attaches a document but get an error message when they try to submit the action, they will need to reattach the document before the action is re-submitted. The document they had previously attached will be lost once the error occurs.

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