 



                                 Attachment E




FIFRA Grant Database (FGD) User Guide
Environmental Protection Agency 
Office of Pesticide Programs

FIFRA Grant Database (FGD) User Guide
Environmental Protection Agency 
Office of Pesticide Programs

                                
                                
                                
                                
                                
                                
                                
                                
                                
                                
                                Contract #: GS00Q09BGD0022
Task Order: 47QFCA-18-F-0009
Project Title: FIFRA Grant Database
Version # 1.2
April 23, 2021
Contract #: GS00Q09BGD0022
Task Order: 47QFCA-18-F-0009
Project Title: FIFRA Grant Database
Version # 1.2
April 23, 2021

	

Table of Contents
1	Introduction	1
2	System Requirements	2
2.1	Supported Browsers	2
3	Managing FGD User Roles	3
3.1	Available FGD User Roles	3
3.1.1	Grantee Roles	3
3.1.2	Regional Product Officer Role	4
3.1.3	OCSPP/OECA Reviewer Role	4
3.1.4	Registration Maintenance Account Manager Role	5
3.2	Grantee Role Access	5
3.2.1	Creating a CDX Account	5
3.2.2	Adding FGD to an Existing CDX Account	11
3.3	RPO and OPP/OECA Reviewer Role Access	14
3.3.1	Creating a CDX Account	14
3.3.2	Adding FGD to an Existing CDX Account	19
3.4	Approving Grantee Role Access	21
3.5	Requesting RMAM Access	23
4	FGD Grantee Role Functionality	24
4.1	Access FGD Application	24
4.2	FGD Grantee Homepage	25
4.2.1	Grantee Homepage Without Grants	25
4.2.2	Grantee Homepage With Grants	26
4.3	Managing Grants	27
4.3.1	Creating Grants	27
4.3.2	Editing Grants	29
4.3.3	Deleting a Grant	30
4.3.4	Uploading Grant Level Documents	31
4.4	Work Plan and Report Section	33
4.4.1	Accessing the Work Plan and Report Homepage	33
4.4.2	Navigation Tree	33
4.4.3	Work Plan and Accomplishments Homepage	34
4.4.4	Upload Budget Period Level Documents	35
4.4.5	Setting a Status	37
4.4.6	Work Plan Section	40
4.4.7	Work Plan Outcomes and Goals	52
4.4.8	Reporting Forms	54
4.4.9	Printable Tables for Work Plan and End of Year Reports	71
4.5	Exporting Documents	76
4.5.1	Work Plan and Report Export  -  `Grant Home' Screen	77
4.5.2	Work Plan and Report Export  -  Work Plan and Report Homepage	77
5	FGD Functionality (OCSPP/OECA Review and RPO)	79
5.1	Access FGD Application	79
5.2	FGD RPO and OCSPP/OECA Reviewer Homepage	80
5.3	Review Grantee Work Plan and Report	82
5.4	Work Plan - EPA Report	83
5.4.1	Printable Tables for Work Plan and End of Year Reports	85
5.5	Managing National Guidance Activities - OECA	89
5.5.1	Create New Guidance Activity	90
5.5.2	Editing Guidance Activity	91
5.5.3	Approve all Draft Guidance Activities	92
5.6	Manage Regional Guidance Activities  -  RPO and OECA	92
5.6.1	Create New Guidance Activity	93
5.6.2	Editing Guidance Activities	94
5.6.3	Audit Log	95
5.6.4	Approve all Draft Guidance Activities	96
5.7	Uploading Regional Documents	97
5.8	Generating Data Compilation Reports	98
5.8.1	National Data Compilation	98
5.8.2	Regional Data Compilation	100
5.9	Exporting Individual Grantee Work Plan and Report	102



List of Exhibits
Exhibit 3-1: Register with CDX Button	6
Exhibit 3-2: Terms and Conditions	7
Exhibit 3-3: Program Service Selection	7
Exhibit 3-4: FGD Role Selection	8
Exhibit 3-5: User and Organization Information	10
Exhibit 3-6: Create New Organization	10
Exhibit 3-7: Confirmation Email	11
Exhibit 3-8: MyCDX Homepage	11
Exhibit 3-9: MyCDX Homepage	12
Exhibit 3-10: Program Service Selection	12
Exhibit 3-11: FGD Role Selection	13
Exhibit 3-12: Edit Account Profile	14
Exhibit 3-13: CDX Login	15
Exhibit 3-14: Registration Maintenance	15
Exhibit 3-15: Terms and Conditions	16
Exhibit 3-16: Active Program Service List	16
Exhibit 3-17: Program Service Role Selection	17
Exhibit 3-18: User Information Entry	18
Exhibit 3-19: Organization Entry and Selection	18
Exhibit 3-20: CDX Login	19
Exhibit 3-21: Registration Maintenance	19
Exhibit 3-22: User Management  -  Search	20
Exhibit 3-23: User Management Search Results	20
Exhibit 3-24: Add Program Service Link	21
Exhibit 3-25: Add Organization Link	21
Exhibit 3-26: CDX Login	21
Exhibit 3-27: Registration Maintenance	21
Exhibit 3-28: User Management  -  Search	22
Exhibit 3-29: Pending Requests  -  Search Results	22
Exhibit 4-1: CDX Login Screen	24
Exhibit 4-2: MyCDX Screen	24
Exhibit 4-3: FIFRA Work Plan and Report - Grant Home (No Grants)	26
Exhibit 4-4: FIFRA Work Plan and Report - Grant Home (With Grant)	27
Exhibit 4-5: Add Grant Button	28
Exhibit 4-6: Add New Grant Modal	29
Exhibit 4-7: Edit Grant Icon	30
Exhibit 4-8: Edit Grant Modal	30
Exhibit 4-9: Delete Grant Icon	31
Exhibit 4-10: Warning Popup Message	31
Exhibit 4-11: Grantee and EPA Documents Tables	32
Exhibit 4-12: Grantee Document Added	33
Exhibit 4-13: `Edit' Button	33
Exhibit 4-14: Navigation Tree (All sections added)	34
Exhibit 4-15: Work Plan and Accomplishments Homepage	35
Exhibit 4-16: Grantee Documents Table	36
Exhibit 4-17: Attached Document	36
Exhibit 4-18: Set Status	37
Exhibit 4-19: Set Status Modal	37
Exhibit 4-20: Set Status Pick List	38
Exhibit 4-21: Type of Report Dropdown	39
Exhibit 4-22: Work Plan and Report Status Update	39
Exhibit 4-23: Document Status Update	39
Exhibit 4-24: Work Plan Navigation Link	40
Exhibit 4-25: Work Plan Activities Tab	41
Exhibit 4-26: Work Plan `Save Changes' Link	42
Exhibit 4-27: Save `Warning' Modal	42
Exhibit 4-28: Work Plan Activities Tab	44
Exhibit 4-29: Document Status `New'	44
Exhibit 4-30: Copy Previous Budget Period Prompt	45
Exhibit 4-31: Copy Previous Grant Budget Period Prompt	45
Exhibit 4-32: Add Sub Activity Button	46
Exhibit 4-33: Add Sub Activity Modal	47
Exhibit 4-34: Delete Sub Activity Button	48
Exhibit 4-35: Grantee Report Tab	48
Exhibit 4-36: Work Plan Activity Accomplishment	49
Exhibit 4-37: EPA Report Tab 1	50
Exhibit 4-38: Grant Guidance Activity Filter and Search	50
Exhibit 4-39: Grant Guidance Activity Filter  -  All Activities	51
Exhibit 4-40: Grant Guidance Activity Filter  -  Checking/Unchecking Selections	51
Exhibit 4-41: Grant Guidance Activity Filter  -  Clear Filters	52
Exhibit 4-42: Grant Guidance Activity Filter - Search	52
Exhibit 4-43: Outcomes Navigation Link	53
Exhibit 4-44: Work Plan Outcomes and Goals	54
Exhibit 4-45: Work Plan Outcomes and Goals `Save Changes' Link	54
Exhibit 4-46: Reporting Forms Navigation Link	55
Exhibit 4-47: Reporting Forms Drop-down Menu	56
Exhibit 4-48: 5700 WPS Summary Tab	56
Exhibit 4-49: Add Frequency Report Tabs	57
Exhibit 4-50: 5700 Main Q1 Frequency Report Tab	58
Exhibit 4-51: 5700 Main Navigation Link	58
Exhibit 4-52: 5700 Main Summary Tab	59
Exhibit 4-53: Projections Fields Populated	60
Exhibit 4-54: 5700 Main Q1 Reporting Tab	61
Exhibit 4-55: 5700 Main `Save Changes' Link	62
Exhibit 4-56: 5700 WPS Navigation Link	63
Exhibit 4-57: 5700 WPS Summary Tab	63
Exhibit 4-58: 5700 WPS Q1 Reporting Tab	64
Exhibit 4-59: Reporting Forms `Save Changes' Link	65
Exhibit 4-60: 5700 CC Navigation Link	66
Exhibit 4-61: 5700 CC Summary Tab	66
Exhibit 4-62: 5700 CC Q1 Reporting Tab	67
Exhibit 4-63: Reporting Forms `Save Changes' Link	68
Exhibit 4-64: Performance Measures Navigation Link	69
Exhibit 4-65: Performance Measures Screen	69
Exhibit 4-66: Performance Measures Auto Populated Fields	70
Exhibit 4-67: Informative Blue Text	71
Exhibit 4-68: Informational Pop-up Modal	71
Exhibit 4-69: Work Plan and End of Year Reports Printable Tables Button	72
Exhibit 4-70: `All' Printable Tables View	73
Exhibit 4-71: `Grantee Work Plan' Printable Tables View	74
Exhibit 4-72: `5700 Main' Summary Tab Printable Tables View	74
Exhibit 4-73: `Grantee End of Year Report' Printable Tables View	75
Exhibit 4-74: `EPA End of Year Report' Printable Tables View	76
Exhibit 4-75: Work Plan and Report Excel Document	77
Exhibit 4-76: Export Buttons  -  FIFRA Work Plan and Report Homepage	77
Exhibit 4-77: Export Buttons  -  Work Plan and Report Homepage	78
Exhibit 5-1: CDX Login Screen	79
Exhibit 5-2: MyCDX Homepage	80
Exhibit 5-3: FIFRA Work Plan and Report Reviewer Home  -  OCSPP/OECA Reviewer	81
Exhibit 5-4: FIFRA Work Plan and Report Reviewer Home  -  RPO	81
Exhibit 5-5: EPA Region Pick List	82
Exhibit 5-6: Review Button	83
Exhibit 5-7: Reviewer  -  Grant Home Screen	83
Exhibit 5-8: EPA Report Tab	84
Exhibit 5-9: Grant Guidance Activity Filter  -  RPO and OCSPP/OECA Reviewer	85
Exhibit 5-10: Work Plan and End of Year Reports Printable Tables Button	86
Exhibit 5-11: `All' Printable Tables View	86
Exhibit 5-12: `Grantee Work Plan' Printable Tables View	87
Exhibit 5-13: `5700 Main Projections' Printable Tables View	87
Exhibit 5-14: `Grantee End of Year Report' Printable Tables View	88
Exhibit 5-15: `EPA End of Year Report' Printable Tables View	89
Exhibit 5-16: Administration Navigation Link	89
Exhibit 5-17: OECA Role Administration Screen	90
Exhibit 5-18: Create New Guidance Activity Button	90
Exhibit 5-19: Add Guidance Activity Modal	91
Exhibit 5-20: Guidance Activity Edit Button	91
Exhibit 5-21: Edit Guidance Activity Modal	92
Exhibit 5-22: OECA Approve all Drafts Button	92
Exhibit 5-23: Administration Navigation Link	93
Exhibit 5-24: RPO Administration Screen	93
Exhibit 5-25: Create New Guidance Activity Button	93
Exhibit 5-26: Add Guidance Activity Modal	94
Exhibit 5-27: Guidance Activity Edit Icon	94
Exhibit 5-28: Edit Guidance Activity Modal	95


Revision Log
                                     Date
                                  Version No.
                                  Description
                                    Author
                                   Reviewer
                                  Review Date
04/19/2019
v1.0
Updated screen grabs and information per application enhancements.
J. Martin
A. Davati de Campos
04/25/2019
01/03/2020
v1.1
Updated screen grabs and information per application enhancements.
J. Martin
A. Davati de Campos
01/07/2020
10/28/2020
V1.2
Updated screen grabs and information per application enhancements.
J. McManus


4/23/2021
V1.2
Updated screen grabs and added information and instructions based of application enhancements 
J. McManus




Introduction
This document represents the master user guide for the Environmental Protection Agency (EPA) Office of Pesticide Programs (OPP) FIFRA Grant Database (FGD) application process located within the Central Data Exchange (CDX). This user guide addresses the following topics:
System Requirements
Managing Users Roles
Grantee Functionality
Registration Maintenance Account Manager (RMAM) Functionality
Regional Product Officer (RPO) Functionality
OPP/Office of Enforcement and Compliance Assurance (OECA) Reviewer Functionality
 General information on FIFRA Grant Database reporting is available at https://www.epa.gov/compliance/fiscal-year-2018-2021-fifra-cooperative-agreement-guidance.
 Please contact the CDX Helpdesk with any questions or concerns about the FIFRA FGD application. The Helpdesk can be reached via the following channels:
By Telephone: Person-to-person telephone support is available from 8:00 am to 6:00 pm (EST/EDT). Call our toll-free line at (888) 890-1995. (970) 494-5500 for International callers.
By E-mail: Send e-mail to Technical Support at helpdesk@epacdx.net.
System Requirements
To use CDX and the FGD application, the following are required:
An e-mail account
A supported web browser with JavaScript enabled and pop-up blockers disabled
Internet access
Supported Browsers
For optimal performance, it is recommended that you use Google Chrome to access the FGD application. However, the following browsers are supported:
Google Chrome 44 or above
 Go to the following link to download:
             https://www.google.com/chrome
Mozilla Firefox 3.5 or above
 Go to the following link to download:
             https://www.mozilla.com/en-US/firefox/all-older.html
Safari 4 or above
 Go to the following link to download:
       https://support.apple.com/kb/DL1569?viewlocale=en_US&locale=en_US
Managing FGD User Roles
This section describes:
Available FGD user roles
FGD user role structure
Creating a CDX account and requesting access to FGD as a Grantee
Creating CDX accounts and requesting access to FGD as a RPO and OCSPP/OECA Reviewer
Reviewing and approving requests for access
Managing RMAM access
Available FGD User Roles
The FGD application has the following user roles available:
Grantee Region 1
Grantee Region 2
Grantee Region 3
Grantee Region 4
Grantee Region 5
Grantee Region 6
Grantee Region 7
Grantee Region 8
Grantee Region 9
Grantee Region 10
RPO
OCSPP/OECA Reviewer
RMAM
Grantee Roles
The Grantee Region 1-10 roles are intended for the state and tribal end users who will be utilizing the FGD application to develop and report on a Grant Work Plan. The Grantee Region 1-10 roles have the following characteristics:
The Grantee roles are considered `open', which means that any users (with or without an existing CDX account) will be able to request access to the role during FGD registration.
    NOTE: While the role is `open' and visible to everyone, this role requires approval before access to the application is granted.
Grantee roles are broken out by region, and a user must select the appropriate Grantee role based on their region when signing up for an account. The FGD application uses these roles to determine what region the Grantee belongs to. For example, a Grantee user based out of Virginia should select the Grantee Region 3 role when signing up for access to FGD.
When signing up for an account, the Grantee will be required to enter an `Organization Name'. The FGD application utilizes this organization name to link multiple users to the same Grantee organization (so that they may view the same grant data). When users from the same organization are requesting access to FGD, they must use the exact same organization name. Otherwise, the system will not link them together, and they will not see the same grant details.
    NOTE: Organization name matching is case sensitive. The below example illustrates two separate organizations:
    west Virginia Department of Environmental Protection != West Virginia Department of Environmental Protection
Regional Product Officer Role
The `RPO' role is intended for any EPA user at the regional level. While the role title contains `Project Officer', this role is intended to provide access to the application at an EPA regional level; it should not be restricted to project officers if not required by the specific EPA region. The `RPO' role has the following characteristics:
The `RPO' role is considered `closed', which means that all users (with or without an existing CDX account) will not be able to request access to the role during FGD registration. The `RPO' role can only be assigned to a user by a registered RMAM.
When signing up for the role, users will be required to associate themselves with a specific EPA region. The FGD application uses the region association to determine which Grantees and grants the user should be able to review.
Unlike the Grantee roles, it does not matter which organization the `RPO' belongs to. However, it is recommended that each region agree upon and use a single organization for all users to simplify long-term user maintenance.
OCSPP/OECA Reviewer Role
The `OCSPP/OECA Reviewer' role is intended for any EPA users at the national level. The `OCSPP/OECA Reviewer' role has the following characteristics:
The `OCSPP/OECA Reviewer' role is considered `closed', which means that all users (with or without an existing CDX account) will not be able to request access to the role during FGD registration. The `OCSPP/OECA Reviewer' role can only be assigned to a user by a registered RMAM.
The `OCSPP/OECA Reviewer' role is not associated with any particular region and requires a region selection.
Unlike the Grantee roles, it does not matter which organization the `OCSPP/OECA Reviewer' belongs to. However, it is recommended that users within the same organization (e.g. OCSPP) use a single organization name for all users to simplify long-term user maintenance.
Registration Maintenance Account Manager Role
The Registration Maintenance Account Manager (RMAM) role provides users with access to the Registration Maintenance dataflow in CDX. RMAMs can access CDX end user registration data in order to grant and assign access rights and roles to CDX users. The `RMAM' role has the following characteristics:
The `RMAM' role is a CDX specific role. As such, users should reach out to the CDX Helpdesk to gain access to the role.
The `RMAM' role access rights are associated with a particular CDX dataflow (FGD application) and are specific to the roles within that application.
Each EPA region should have a minimum of one RMAM. This RMAM will be responsible for managing Grantee users within their region.
There should be (at minimum) one RMAM at the national level who can oversee user management for all roles/regions.
Grantee Role Access
This section provides information for registering as a Grantee user in CDX under the FGD dataflow.
Creating a CDX Account
Users must have a CDX account before accessing the FGD application. To register for a CDX account, click the `Register with CDX' button on the CDX landing (see Exhibit 3-1).
                                       
Exhibit 3-1: Register with CDX Button

By accepting the terms and conditions (Exhibit 3-2), you agree to abide by the system requirements. Click the `I Accept' radio button and click `Proceed' to continue.
                                       
Exhibit 3-2: Terms and Conditions
After accepting the terms and conditions, the system will prompt you to select a program service (Exhibit 3-3). Type `FGD' in the `Active Program Services List' search bar to filter the available selections. Select the FGD text box below the search bar.
                                       
Exhibit 3-3: Program Service Selection

After selecting FGD, you will be required to select a role from the `Select Role' dropdown (Exhibit 3-4). The available roles are as follows:
Grantee Region 1
Grantee Region 2
Grantee Region 3
Grantee Region 4
Grantee Region 5
Grantee Region 6
Grantee Region 7
Grantee Region 8
Grantee Region 9
Grantee Region 10
Select the appropriate Grantee role. The FGD application uses these roles to determine which region the Grantee belongs to. For example, a Grantee user based in Virginia should select the Grantee Region 3 role.
                                       
Exhibit 3-4: FGD Role Selection

Once the role has been selected, you will be required to complete the registration by entering `User Information' and `Organization Info' (Exhibit 3-5). For the user information section, please be sure to fill out all required fields denoted by an asterisk (*).
When adding an organization to your account, you will first be prompted to search for existing organizations within CDX. If you do not find your organization, you will be able to create one by selecting the `request that we add your organization' hyperlink (Exhibit 3-6). Once you have filled out all required fields, click the `Submit Request for Access' button at the bottom of the screen.
NOTE: The FGD application utilizes this organization name to link multiple users to the same Grantee organization (so that they may view the same grant data). When users from the same organization are requesting access to FGD, they must use the exact same organization name. Otherwise, the system will not link them together, and they will not see the same grant details.
 NOTE: Organization name matching is case sensitive. The below example illustrates two separate organizations:
west Virginia Department of Environmental Protection != West Virginia Department of Environmental Protection
                                       
Exhibit 3-5: User and Organization Information
                                       
Exhibit 3-6: Create New Organization
After filling out the necessary details and selecting or creating an organization, you will receive a confirmation email with additional steps to complete the registration process (Exhibit 3-7). Follow all steps in the confirmation email and login to CDX to see the FGD application listed in your service tab (Exhibit 3-8).
NOTE: Your FGD role must be approved by an RPO before you can access the FGD application. Any questions regarding approval should be directed to your designated contact at the applicable regional office.
                                       
Exhibit 3-7: Confirmation Email
                                       
Exhibit 3-8: MyCDX Homepage

Adding FGD to an Existing CDX Account
If you already have a CDX account, login to CDX using your username and password. Once logged in, find the `Add Program Service' button at the bottom of the `MyCDX' tab (Exhibit 3-9).
                                       
Exhibit 3-9: MyCDX Homepage
After clicking the `Add Program Service' button, the system will prompt you to select a program service (Exhibit 3-10). Type `FGD' in the `Active Program Services List' search bar to filter the available selections. Select the FGD text box below the search bar.
                                       
Exhibit 3-10: Program Service Selection

After selecting FGD, you will be required to select a role from the `Select Role' dropdown (Exhibit 3-11). The available roles are as follows:
Grantee Region 1
Grantee Region 2
Grantee Region 3
Grantee Region 4
Grantee Region 5
Grantee Region 6
Grantee Region 7
Grantee Region 8
Grantee Region 9
Grantee Region 10
 Select the appropriate Grantee role. The FGD application uses these roles to determine which region the Grantee belongs to. For example, a Grantee user based in Virginia should select the Grantee Region 3 role.
                                       
Exhibit 3-11: FGD Role Selection
Once an applicable role has been selected, you will be required to either use an existing organization attached to your account, or create a new organization (Exhibit 3-12). To continue, either select an existing organization or create a new one and fill out all required fields. After indicating the appropriate organization, select `Submit Request for Access'. You will see an FGD entry on the `MyCDX' page, but access will be restricted pending RPO approval. Any questions regarding approval should be directed to your designated contact at the applicable regional office.
NOTE: The FGD application utilizes this organization name to link multiple users to the same Grantee organization (so that they may view the same grant data). When users from the same organization are requesting access to FGD, they must use the exact same organization name. Otherwise, the system will not link them together, and they will not see the same grant details.
 NOTE: Organization name matching is case sensitive. The below example illustrates two separate organizations:
west Virginia Department of Environmental Protection != West Virginia Department of Environmental Protection
                                       
Exhibit 3-12: Edit Account Profile
RPO and OPP/OECA Reviewer Role Access
This section provides information for registering as an RPO or OCSPP/OECA Reviewer in CDX under the FGD dataflow.
Creating a CDX Account
The `RPO' and `OCSPP/OECA Reviewer' roles are considered `closed' roles. For this reason, new CDX users requiring these roles will need an existing FGD RMAM to create their account. For assistance with adding these roles to an existing CDX account, please refer to Section 3.3.2.
As an RMAM user, login to CDX using your username and password (Exhibit 3-13).
                                       
Exhibit 3-13: CDX Login
After logging in, navigate to the `Reg Maint' tab and select `Create User Account' (Exhibit 3-14).
NOTE: If you do not see the `Reg Maint' tab, this means you do not have access to the RMAM role. Please refer to Section 3.5 for assistance with requesting this role.
                                       
Exhibit 3-14: Registration Maintenance
Accept the terms and conditions and click `Proceed' (Exhibit 3-15).
                                       
Exhibit 3-15: Terms and Conditions
Select `FGD' from the `Active Program Services List' (Exhibit 3-16).
                                       
Exhibit 3-16: Active Program Service List
Select either the `RPO' or the `OCSPP/OECA Reviewer' role from the `Select Role' dropdown. If creating a `RPO' account, an EPA region must also be selected from the `EPA Region' dropdown (Exhibit 3-17). Once the role has been chosen, click the `Request Role Access' button.
                                       
Exhibit 3-17: Program Service Role Selection
After selecting the role, fill out all required fields within the `User Information' and `Organization Information' sections (Exhibit 3-18). Required fields are denoted with an asterisk (*). When adding an organization, first search for an existing organization within CDX. If the desired organization is not found, a new organization can be created by selecting the `request that we add your organization' hyperlink (Exhibit 3-19). Once you have filled out all required fields, click the `Submit Request for Access' button at the bottom of the screen.
NOTE: To complete this process, you must know the following information for the target user:
User ID
Title
First Name
Last Name
Email Address
Phone Number
Password
Desired Organization
 NOTE: It does not matter which organization the `RPO' belongs to. However, it is recommended that each region agree upon and use a single organization for all users to simplify long-term user maintenance.
                                        
                                        
Exhibit 3-18: User Information Entry
                                         
Exhibit 3-19: Organization Entry and Selection
 After you enter the user and organization information, the user will receive a confirmation email at the email address provided. As a final step, you (the RMAM) will need to provide the user with the password used during account creation. Please advise the user to change their password after logging in.
Adding FGD to an Existing CDX Account
The `RPO' and `OCSPP/OECA Reviewer' roles are considered `closed' roles. For this reason, existing CDX users requiring these roles will need an FGD RMAM to add the roles to their account.
As an RMAM user, login to CDX using your username and password (Exhibit 3-20).
                                       
Exhibit 3-20: CDX Login
Navigate to the `Reg Maint' tab and select `User Managment' (Exhibit 3-21).
NOTE: If you do not see the `Reg Maint' tab, this means you do not have access to the RMAM role. Please refer to Section 3.5 for assistance with requesting this role.
                                       
Exhibit 3-21: Registration Maintenance
Search for the target user's account using the below criteria and click `Search' (Exhibit 3-22).
User ID
First Name
Last Name
Email
Phone Number
Organization Name
                                       
Exhibit 3-22: User Management  -  Search
Depending on the search criteria used, multiple results may be returned (Exhibit 3-23). Please be sure to select the appropriate user account, and verify with the user requesting access if necessary. To select the user's account, click on the hyperlinked name under the `User Information' column.
                                       
Exhibit 3-23: User Management Search Results

Once the appropriate user has been selected, scroll down the page and click on the `Add Program Service' hyperlink (Exhibit 3-24). If the user needs a new organization added to their account, you must first add it by selecting `Add Organization' (Exhibit 3-25).
                                       
Exhibit 3-24: Add Program Service Link
                                       
Exhibit 3-25: Add Organization Link
After selecting `Add Program Service' and/or `Add Organization', please follow the steps outlined in Section 3.2.1 for guidance on selecting the appropriate role and/or organization. Once the role and/or organzation has been added to the user's account, no further action is necessary.
Approving Grantee Role Access
Only FGD RMAMs can approve Grantee requests for application access.
As an RMAM user, login to CDX using your username and password (Exhibit 3-26).
                                       .
Exhibit 3-26: CDX Login
Navigate to the `Reg Maint' tab and select `Pending Requests' (Exhibit 3-27).
NOTE: If you do not see the `Reg Maint' tab, this means you do not have access to the RMAM role. Please refer to Section 3.5 for assistance with requesting this role.
                                       
Exhibit 3-27: Registration Maintenance
Search for the target user's account using the below criteria and click `Search' (Exhibit 3-28).
User ID
First Name
Last Name
Email
Phone Number
Organization Name
Program Service
 NOTE: By selecting `FGD' from the `Program Service' dropdown and clicking `Search', you can retrieve a list of all accounts that are pending approval for access to the FGD application.
                                       
Exhibit 3-28: User Management  -  Search
Depending on the search criteria used, multiple results may be returned (Exhibit 3-29). Please be sure to select the appropriate user account, and verify with the user requesting access if necessary. To approve the account, click the `checkbox' next to the username and click the `Approve Selected Requests' button. The user should now have access to the FGD application and no further action is needed.
                                       
Exhibit 3-29: Pending Requests  -  Search Results

Requesting RMAM Access
RMAM access can only be granted by reaching out to the CDX Helpdesk via:
By Telephone: Person-to-person telephone support is available from 8:00 am to 6:00 pm (EST/EDT). Call our toll-free line at (888) 890-1995 or (970) 494-5500 for International callers.
By E-mail: Send e-mail to Technical Support at helpdesk@epacdx.net.
 When reaching out to the Helpdesk, the following information should be provided:
The application you are requesting access to  -  FGD.
What roles you should be managing  -  i.e. a RPO for Region 4 should have RMAM access for the `Grantee Region 4' role.
FGD Grantee Role Functionality
Access FGD Application
To access the CDX homepage, navigate to https://cdx.epa.gov/ (Exhibit 4-1). On the homepage, enter a valid user ID and password into the `User ID' and `Password' fields and click the `Log In' button.
                                       
Exhibit 4-1: CDX Login Screen
After logging in, the system will navigate you to the `MyCDX' page (Exhibit 4-2). This page lists the program services associated with your account, as well as the status and role(s) for those services. `FGD: FIFRA Grant Database' should be visible in the services list. `Grantee Region X' (X being the region number) will appear as a blue link under the `Role' column. To navigate to the FGD application, select the blue role link under the `Role' column.
                                       
Exhibit 4-2: MyCDX Screen

FGD Grantee Homepage
This screen allows Grantees to add/edit grants and grant information, as well as provide documentation. RPOs can also add EPA documents to this screen.
Grantee Homepage without Grants
The `Grant Home' screen, shown in (Exhibit 4-3), is the first screen within the FGD application. By default, there will be no grants associated with the organization, and you will see the following text within the `Grants' table: "No Grants Added" (please see Section 4.3 for assistance with adding and managing grants).
The FGD home screen contains the following elements:
Grants: Grants can be added and managed by users on the FIFRA Work Plan and Report Home screen.
Add Grant Button: Clicking this button will generate the `Add Grant' modal and will allow Grantees to add grants for their organization.
Help Drop-Down: There are five links under the `Help' drop-down located on the header of the application. 
 `User Guide' will open a PDF copy of the user guide in a new browser tab.
 `State Oversight Resources and Guidance Documents' will open the website in a new browser tab.
 EPA Grant Forums will open up the `Understanding, Managing, and Applying for EPA Grants' website in a new browser tab
 `Pesticides in Water - POINTS' link will open up the Pesticides of Interest Tracking System website in a new browser tab.
 `Certification and Training - CPARD' link will open the CPARD website in a new browser tab. 
                                       
Exhibit 4-3: FIFRA Work Plan and Report - Grant Home (No Grants)

Grantee Homepage with Grants
Once a grant has been added, it will display in the `Grants' table (Exhibit 4-4) along with any identifying information. The following elements constitute the `Grants' table:
EPA Grant Number: Added from either the `Add Grant' or `Edit Grant' modal. This field is optional and is added by the Grantee or RPO from the initial award document.
Point of Contact: The designated point of contact for the grant. This field is required but can be updated as needed in the `Edit Grant' modal.
Agreement Type: The type of cooperative agreement with EPA. The type can be either `Consolidated' or `PPG.'
Number of Years: The number of years for the grant agreement (maximum 5 years).
Project Period: Lists begin and end dates of the grant. It is based on the number of years specified and the elected start date.
Extended To: Date the project period may be extended to given an extension has been approved by EPA. This is an optional field and displays `N/A' if no extension has been added.
Budget Period: Budget periods spanning the planned life of the grant, named/listed chronologically.
  NOTE: Each budget period has an associated `Work Plan and Report'.
Budget Period Dates: Lists begin and end dates for the individual budget periods within a grant project period.
Document Status: The current status of the `Work Plan and Report' for the respective budget period. See Section 4.4.5 for details on how to set a status.
Review: Allows users to access the respective budget period and alter the `Work Plan and Report'.
Export -  Allows the user to export the `Work Plan and Report' as an Excel document.
       NOTE: The exported Excel file is not formatted in the same way as the previous FIFRA Grant Work Plan and Report.
Grantee Documents: Allows users to add, view, and delete documents associated with a grant or specific budget period within that grant. Grantee documents added at the budget period level are also visible here with the `Document Type' specifying the applicable budget period. See Section 4.4.4 for details on how to upload documents to a budget period.
EPA Documents: Allows users to view documents added by the RPO for a Grant or specific budget period within said grant. EPA documents added at the budget period level are also viewable here with the `Document Type' specifying the applicable budget period.
                                       
Exhibit 4-4: FIFRA Work Plan and Report - Grant Home (With Grant)
Managing Grants
Grants can be added and deleted from the `Grant Home' screen. Grant and budget period information is also editable via this screen.
Creating Grants
You can begin the grant creation process by clicking the `Add Grant' button on the `Grant Home' screen (Exhibit 4-5).
                                       
Exhibit 4-5: Add Grant Button
Once the `Add Grant' button has been clicked, the application will generate the `Add New Grant' modal (Exhibit 4-6).
The `Add New Grant' modal has the following characteristics:
Name: This is the point of contact for EPA's RPO to reference. This field is required but can be updated as needed in the `Edit Grant' modal.
Grantee: Name of the organization associated with the grant and the region to which they belong. This information is automatically populated from the CDX account of the user who created the grant and cannot be altered.
  NOTE: If the information here is not correct or up-to-date, the user's CDX profile information must be updated.
Agreement Type: Type of cooperative agreement with EPA. The type can be either `Consolidated' or `PPG'.
Number of Years: The number of years for the grant agreement (maximum 5 years). 
Project Period: Lists begin and end dates of the grant. It is based on the number of years specified and the elected start date.
Extended To: Date the project period may be extended to given an extension has been approved by EPA. This is an optional field and displays `N/A' if no extension has been added.
Grant Number: This field is optional and can be added from the initial award document by either the Grantee or RPO. It can be left blank if the award document has not yet be generated.
 Once all required elements have been populated, the `Add Grant' button will be enabled. Click the `Add Grant' button to save the grant and generate the Work Plan and Report templates for each budget period.
                                        
Exhibit 4-6: Add New Grant Modal
Editing Grants
You can edit a grant by clicking the `edit' icon in the top right hand corner of the grant you wish to edit (Exhibit 4-7). Clicking the `edit' grant icon will open the `Edit Grant' modal (Exhibit 4-8) and allow you to make changes to the grant information. With the exception of the modal header, the `Edit Grant' modal is identical to the `Add Grant' modal, see Section 4.3.1 for reference.
                                       
Exhibit 4-7: Edit Grant Icon
                                       
Exhibit 4-8: Edit Grant Modal
After changing all desired information, click the `Update Grant' button to save your edits.
Deleting a Grant
You can delete a grant by clicking the `Trashcan' icon in the top, right corner of the respective `Grant' table (Exhibit 4-9). Once clicked, the application will prompt you to confirm the deletion. If approved, the grant and all information for that grant will be deleted (Exhibit 4-10).
Warning: Once a grant has been deleted, it is removed from the database and all related grant information is lost.
                                       
Exhibit 4-9: Delete Grant Icon
                                       
Exhibit 4-10: Warning Popup Message
Uploading Grant Level Documents
Each grant has an associated document repository that can be found on the `Grant Home' screen. There are two sections to the document repository: one for `Grantee Documents' and one for `EPA Documents' (Exhibit 4-11). Documents added to these tables can be associated with an entire grant or with a single budget period within the respective grant. If the document is uploaded at the grant level, the `Document Type' will be `Grant Level'. If the document is uploaded at the budget period level, the `Document Type' will reference the associated budget period. See Section 4.4.4 for assistance with uploading documents at the budget period level.
NOTE: Grantees will be able to view, but not modify, documents uploaded by EPA RPOs.
To upload a grant level document, select the `Browse for Files' button in the `Grantee Documents' section of the `Grant Home' screen. Once selected, the `Add Attachment' modal will display. Click the `Choose File' button and use the local explorer window to find and upload the desired file to the application.

Exhibit 4-11: Grantee and EPA Documents Tables
Once the file has been successfully uploaded, it will appear in the `Grantee Documents' table. (Exhibit 4-12). The table will display the filename, the date it was uploaded, the name of the CDX user who uploaded the file, and the level from which the document was uploaded. For each file within the table, the following actions are available:
File: Click on the blue hyperlink filename in the `File' column to download/view the attached file.
Modified Date: The date the file was added to the grant.
Modified By: The name of the registered CDX user who uploaded the file to the grant.
Document Type: The location in the grant from which the document was uploaded. This can be from the `Grant Home' screen (grant level) or from the `Work Plan and Report' screen of a specific budget period.
Delete: Delete a file from the grant by clicking the `Delete' button. This will generate a `Warning' modal asking for confirmation before deleting.
  NOTE: Grantees can only delete documents added to the `Grantee Documents' table.
  
Exhibit 4-12: Grantee Document Added
Work Plan and Report Section
Grantees can add, remove, and update information for individual budget periods that fall within the grant project period. The `Work Plan and Report' section can be accessed by clicking the `Edit' button next to the desired budget period on the `Grant Home' screen.
Accessing the Work Plan and Report Homepage
Each budget period associated with a grant has a `Work Plan and Report' template. To access the `Work Plan and Report' template, click the `Edit' button next to the budget period you wish to access (Exhibit 4-13). This will bring you to the respective `Work Plan and Report' homepage for that grant/budget period.
                                       
Exhibit 4-13: `Edit' Button
Navigation Tree
The navigation tree is located on the left side of each screen (Exhibit 4-14). The bottom portion of the navigation tree contains information relevant to the specific grant you are accessing.
You can use the navigation tree to navigate between the various screens within the `Work Plan and Report' section of the FGD application. To navigate to a specific screen, click the corresponding screen title within the navigation tree.
Important: All entered data should be saved before navigating to the next screen to prevent loss of work. If data is added to a screen but not saved before attempting to move away from the screen, a `Warning' modal will generate prompting a save before allowing you to navigate away from the current screen.
                                       
Exhibit 4-14: Navigation Tree (All sections added)
Work Plan and Accomplishments Homepage
The `Work Plan and Report' homepage is the portal for managing the `Work Plan and Report' template for a given budget period. The page is broken out into the following two key elements (Exhibit 4-15):
Grant/Budget Period Details
Document Repository
                                       
Exhibit 4-15: Work Plan and Accomplishments Homepage 
The `Grant Information' section of the `Budget Period Work Plan and Report' screen contains relevant information related to the particular budget period under the grant you are accessing. For information regarding the elements displayed on-screen, refer to Section 4.2.2.
Additional sections are as follows:
Current Work Plan/Report Status: The current status information of the `Work Plan/Report' template along with the associated date the status was set. See Section 4.4.5 for details on how to set a status.
Version History: Once a status has been set, the application will track that version of the document in the `Version History' table. This table displays the date the status was set, the user who modified the status, and provides the ability to download each modified version of the document. See Section 4.4.9 for assistance with downloading documents.
Upload Budget Period Level Documents
Each budget period has an associated document repository. There are two sections to this document repository: one for `Grantee Documents' and one for `EPA Documents' (Exhibit 4-16). Documents added here are associated with a single budget period within the respective grant. When a document is uploaded from the `Work Plan and Report' screen, it is added to the table on-screen, as well as the table on the `Grant Home' screen. Documents uploaded at the budget period level have a `Document Type' designating the associated budget period from which it was uploaded. Documents uploaded at the grant level have a `Document Type' name of `Grant Level', referencing that it was uploaded from the `Grant Home' screen, and that it applies to the entire grant. See Section 4.3.4 to learn more about uploading grant level documents.
NOTE: Grantees will be able to view, but not modify, documents uploaded by EPA RPOs.
To upload a budget period level document, select the `Browse for Files' button in the `Grantee Documents' section of the `Work Plan and Report' homepage. Once selected, the `Add Attachment' modal will display. Select the `Choose File' button and use the local explorer window to find and upload a file to the budget period.
                                       
Exhibit 4-16: Grantee Documents Table
Once the file has been successfully uploaded, it will appear in the `Grantee Documents' table on the `Work Plan and Report' homepage of the respective budget period (Exhibit 4-17). It will also appear in the `Grantee Documents' table of the `Grant Home' screen. The tables will display the filename, the date it was uploaded, the name of the CDX user who uploaded the file, and the level from where the document was uploaded. For each file within the table, the following actions are available:
File: Click the blue hyperlink filename in the `File' column to download/view the attached file.
Modified Date: The date the file was added.
Modified By: The name of the registered CDX user who uploaded the file to the grant.
Document Type: The location in the grant from where the document was uploaded. This can be from the `Grant Home' screen (grant level) or from the `Work Plan and Report' screen of the respective budget period.
Delete: Deletes a file from all locations within the grant.
  NOTE: Grantees can only delete documents added to the `Grantee Documents' table.
                                       
Exhibit 4-17: Attached Document

Setting a Status
To set a status for the budget period's `Work Plan and Report' template, you must be on the `Work Plan and Report' homepage for the respective budget period. See Section 4.4.1 for reference. Once you have navigated to the `Work Plan and Report' homepage, click the `Set Status' button under the `Current Work Plan/Report Status' (Exhibit 4-18).
                                       
Exhibit 4-18: Set Status
Once selected, the application will generate the `Set Status' modal (Exhibit 4-19). The `Set Status' modal has the following fields:
Set Status
Type of Report (conditionally displayed and required based on the selection made in the Status dropdown)
Status Date
                                       
Exhibit 4-19: Set Status Modal

To set a status, click the `Set Status' dropdown (Exhibit 4-20) and select one of the available statuses. The avalable statuses are:
Work Plan Draft
Work Plan Final
Work Plan Final Amended
Grantee Report Draft
Grantee Report Final
Grantee Report Final Amended
                                        
Exhibit 4-20: Set Status Pick List
 If any of the `Report' statuses are selected, you will also be required to select the type of report the status is associated with from the generated `Type of Report' dropdown (Exhibit 4-21). The following `Report Types' are available:
Q1
Q2-Mid-Year
Q3
Q4-Final
 NOTE: Please confirm with the appropriate EPA RPO on the frequency of reporting required. The `Report Types' should be coordinated with the `5700 Report' tabs created in Section 4.4.8.2.
                                       
Exhibit 4-21: Type of Report Dropdown
Once all required fields are populated, the `Save' button will become enabled. Click `Save' to close the modal set the status. The status will update in the `Current Workplan/Report Status' section on the `Work Plan and Report' homepage (Exhibit 4-22), as well as in the `Document Status' column of the respective grant on the `Grant Home' screen (Exhibit 4-23). The status update will also be visible in the `Version History' section on the `Work Plan and Report' screen for future reference.
NOTE: Once a status is set it cannot be deleted. Please ensure you are ready to set the status before saving.
NOTE: There is no EPA notification feature associated with setting a status. If review of the `Work Plan and Report' template is time sensitive, please reach out to your RPO.
                                       
Exhibit 4-22: Work Plan and Report Status Update
                                       
Exhibit 4-23: Document Status Update

Work Plan Section
The `Work Plan' section for a budget period is accessible by clicking on the `Work Plan' link in the navigation tree (Exhibit 4-24). This link can be found under the `Work Plan and Accomplishments Home' link.
                                       
Exhibit 4-24: Work Plan Navigation Link
The `Work Plan' section contains the following three tabs:
Activities
Grantee Report
EPA Report
 Each of the three tabs of the work plan follows a similar format. The page within each tab is broken out into a series of cards, with each card containing details for a specific `Grant Guidance Activity'. While each work plan tab will have slightly different fields, some fields will remain across all tabs and will provide identifying details associated with the respective grant guidance activity (Exhibit 4-25). For further details on the elements associated with each work plan tab, refer to Sections 4.4.6.1, 4.4.6.2, and 4.4.6.5.
 NOTE: Depending on the number of guidance activities, this page may take a few moments to load.
                                        
Exhibit 4-25: Work Plan Activities Tab
If a Grant Guidance Activity has been modified within the last year, a banner will display warning the user that the Activity has been modified (Exhibit 4-26). By clicking the `Accept Changes' button, the user acknowledges that the activity has been updated and the banner for that particular activity will no longer display. 

            Exhibit 4-26: Modified Grant Guidance Activity Warning 
 While moving through the `Work Plan' section be sure to save all changes before navigating away. As a Grantee, the `Save Changes' link is available in the application footer while working from the `Activities' and `Grantee Report' tabs since these tabs allow the Grantee to make changes in the `Work Plan' section of the Grant Budget Period (Exhibit 4-26).
                                        
Exhibit 4-26: Work Plan `Save Changes' Link
If information is added to the `Work Plan' section and an attempt is made to leave the section before performing a save, a `Warning' modal is generated that states `You are about to leave the current page. Would you like to save your changes?' This is to prevent immediate loss of any work (Exhibit 4-27). Clicking `Cancel' in the modal will direct you back to the current screen without performing a save. Clicking `Yes' in the modal will navigate you away from the current screen and save any changes that have been made on that screen. Clicking `No' will navigate you away from the current screen and discard any changes that have been made on that screen. 

Exhibit 4-27: Save `Warning' Modal

Activities Tab
After selecting the `Work Plan' link in the navigation tree, the application will navigate you to the work plan `Activities' tab (Exhibit 4-28). The `Activities' tab allows you to fill out the `Work Plan Activity Description (Outputs)' (Exhibit 4-28) for EPA's `Grant Guidance Activities'. Each card within the work plan `Activities' tab contains the following fields:
Program Area: This is a disabled field and is linked to the program area for the parent activity.
NPM: This is a disabled field and is linked to the NPM for the parent activity.
Activity #: This is a disabled number based on the parent activity.
Grant Guidance Activity: This disabled field provides the details for the particular guidance activity established by EPA.
Work Plan Activity Description (Outputs): This is an open text field where the Grantee should briefly describe the work plan activity being conducted corresponding to the respective `Grant Guidance Activity' for that budget period. The user should be as specific as possible, especially if the activity involves any metrics, locations, etc.
       NOTE: Grantees have the ability to copy `Work Plan Activity Descriptions' from the previous budget period. See Section 4.4.6.2 for instructions on how to copy `Work Plan Activity Descriptions'.
Status: The status text in the upper, right corner of every Grant Guidance Activity card identifies if the particular work plan activity is `Required', `Optional', `Picklist', or `Inactive'.
       NOTE: Grant Guidance Activities with a `Required' status are designated as being in use by default; unchecking the `Selected' checkbox is not permitted.
Selected Checkbox: If the `Selected' checkbox is checked, this indicates the activity is in use. When checked this activity will be included in the Printable Work Plan Report; see Section 4.4.9. To keep the activity out of the report simply uncheck the box.
       NOTE: If a user enters information in the `Work Plan Activity Description (Output)' text field for a Grant Guidance Activity then the `Selected' check box is automatically checked.
Due Date: By default, the due date is set to the last day of the budget period. If necessary, this date is editable and can be changed by the user.
Show Grantee Report: Selecting the checkbox next to `Show Grantee Report' allows the user to expand the guidance activity card to review associated Grantee reports.
Show EPA Report: Selecting the checkbox next to `Show EPA Report' allows the user to expand the guidance activity card to review associated EPA Reports.
Add Sub Activity: If necessary, users can create a sub-activity associated to the national guideline they are working on. See Section 4.4.6.3 for more details.

Exhibit 4-28: Work Plan Activities Tab
Copy Work Plan Activity Description (Outputs)
Grantees have the ability to copy `Work Plan Activity Description (Outputs)' between budget periods. When accessing the next budget period, they are automatically prompted to copy the previous budget period's `Work Plan Activity Description (Outputs)' when clicking the `Edit' icon given that budget period:
Has a `Document Status' of `New' (Exhibit 4-29).
Contains no changes/updates to the `Work Plan Activity Description (Outputs)' fields on the `Work Plan' screen.
Is immediately preceded by another budget period (by date).
       NOTE: the preceeding budget period does not have to be within the same grant project period.
             
Exhibit 4-29: Document Status `New'
The copy method can be performed between budget periods of the same grant or between budget periods of separate grants. When copying is initiated, a modal is generated prompting you to `copy all work plan activity descriptions from the previous budget period' (Exhibit 4-30). The prompt will include the date range of the previous budget period for reference. If the previous budget period is from a separate grant, the prompt will state that it is from `the last budget period of the previous grant' and will include the date range of the entire project period for that grant (Exhibit 4-31).
Clicking `No' inside the modal will open the `Work Plan and Accomplishments Home' screen for that budget period and not copy any `Work Plan Activity Description (Outputs)' from the previous budget period. Clicking `Yes' inside the modal will copy all `Work Plan Activity Description (Outputs)' from the previous budget period for the specified date range. Clicking `Cancel' inside the modal will direct the user back to the `Grant Home' screen.
NOTE: Copying between budget periods of separate grants only considers the final budget period of the grant that is closest (by date), and only if the final budget period has ended before the new budget period has started. The copy method also assumes there are no overlaps in project period dates among separate grants.
NOTE: `Work Plan Description (Outputs)' of the previous budget period is the only information that is copied.
 
Exhibit 4-30: Copy Previous Budget Period Prompt
                                        
Exhibit 4-31: Copy Previous Grant Budget Period Prompt
Adding/Deleting Sub Activities
Through the course of adding `Work Plan Activity Description (Outputs)', it may become necessary to create a `Sub Activity' to accurately detail the outputs of the Grant Guidance Activity. To create a sub-activity, click the `Add Sub Activity' button associated with the desired Grant Guidance Activity (Exhibit 4-32).
                                       
Exhibit 4-32: Add Sub Activity Button
Clicking the `Add Sub Activity' button generates the `Add Sub Activity' modal (Exhibit 4-33). By default, the `Type' and `Status' of a sub-activity are set to `Optional' and `Final', respectively. The only editable fields inside the modal are the `Grant Guidance Activity' and `Activity #' suffix text fields. Click `Save' to create the sub-activity.
NOTE: When a sub-activity is added to a budget period, it is added to all budget periods for the same grant project period.
The `Add Sub Activity' modal has the following fields:
Program Area: This is a disabled field and is linked to the program area for the parent activity.
NPM: This is a disabled field and is linked to the NPM for the parent activity.
Activity #: The activity number is based on the parent activity, and users can only change the final digit corresponding to the sub activity number. This number will default to the lowest numerical value, and it is recommended that users do not change this value.
Grant Guidance Activity: Free-text field where users can populate the `Guidance Activity' for the sub activity.
Type: This is a disabled field and defaults to `Optional'.
Status: This is a disabled field and defaults to `Final'.
      NOTE: Required fields are denoted with a red asterisk (*).
                                       
Exhibit 4-33: Add Sub Activity Modal
To delete a `Sub Activity', click the `Delete Activity' button associated with the desired Grant Guidance Activity (Exhibit 4-34).
NOTE: When a sub-activity is deleted from a budget period, it is deleted from all budget periods for the same grant project period.
When information is entered into the `Work Plan Activity Description (Outputs)' text field (Exhibit 4-28) or the `Describe Work Plan Activity Accomplishment' text field (Exhibit 4-36) for a sub-activity under one or more budget periods of a grant, the `Delete Activity' button will become disabled. This is to prevent deleting the sub-activity from all budget periods under a grant and unintentionally losing information. All information that was entered into those sub-activity text fields must be removed from all budget periods under the same grant project period before the sub-activity can be deleted.
NOTE: If EPA has already commented on the sub-activity for one or more budget periods under that grant, the sub-activity can no longer be deleted unless EPA removes those comments. See Section 4.4.6.5 for more information about EPA comments and recommendations.
                                       
Exhibit 4-34: Delete Sub Activity Button
Grantee Report Tab
To access the `Grantee Report' section of the work plan, select the `Grantee Report' tab at the top of the screen (Exhibit 4-35).
                                       
Exhibit 4-35: Grantee Report Tab
The work plan `Grantee Report' allows you to describe the accomplishments of the respective work plan activity provided in Section 4.4.6.1 (Exhibit 4-36). In addition to the basic information outlined in Section 4.4.6, cards on the `Grantee Report' tab have the following fields:
Describe Work Plan Activity Accomplishment: This free-text field should be used to briefly describe the activity accomplishment/status listed, as well as any associated description/reasoning. Please be as specific as possible, especially if the activity involves any significant issues or innovations, metrics, locations, etc.
Status: When reporting results on the activities you committed to, select the current status for the corresponding activity. The available statuses are `Complete', `Partially Complete', `Not Started', and `Ongoing/As Needed'.
Significant Issues/Innovations: This dropdown is used as a means to flag activities that you feel either are significant issues or entail an innovative approach. The options for this dropdown are `Innovative', `Significant Issue', and `Both'.
Due Date: By default, the due date is set to the last day of the budget period. If necessary, this date is editable from either the `Activities' or `Grantee Report' tabs.
Show Activities: By selecting the checkbox next to `Show Activities', you are able to expand the `Grantee Report' card to review associated activity descriptions.
Show EPA Report: By selecting the checkbox next to `Show EPA Report', you are able to expand the `Grantee Report' card to review associated `EPA Report'.
                                       
Exhibit 4-36: Work Plan Activity Accomplishment
EPA Report Tab
Once EPA's RPO has had a chance to review the work plan `Activities' and `Grantee Report' information, they will be able to provide `EPA Comments' and `EPA Recommendations' in the respective fields for each activity. Information sent from the RPO is populated to the respective activity card on the `EPA Report' tab (Exhibit 4-37). In addition to the basic information outlined in Section 4.4.6, cards on the `EPA Report' tab have the following fields:
EPA Comments (ECAD and LCRD): This is a disabled field. Comments provided here are added by the RPO and apply to the respective activity.
EPA Recommendations (ECAD and LCRD): This is a disabled field. Recommendations provided here are added by the RPO and apply to the respective activity.
EPA Review of Status: This is a disabled field updated by the RPO and applies to the respective activity.
Due Date: By default, the due date is set to the last day of the budget period. If necessary, this date is editable from either the `Activities' or `Grantee Report' tabs.
Show Activities: By selecting the checkbox next to `Show Activities', the user is able to expand the `EPA Report' card to review associated activity descriptions.
Show Grantee Report  -  By selecting the checkbox next to `Show Grantee Report', the user is able to expand the `EPA Report' card to review the associated `Grantee Report'.
To access the `EPA Report' tab, select the `EPA Report' tab at the top of the `Work Plan' page. There are fields for distinguishing between the Enforcement and Compliance Assurance Division (ECAD) or Land, Chemicals, and Redevelopment Division (LCRD) in the regions.
                                       
Exhibit 4-37: EPA Report Tab 1
Work Plan Grant Guidance Activity Filter
The `Grant Guidance Activity Filter' located at the top of the `Work Plan' section of the application allows the user to manage and customize all Grant Guidance Activities. This tool is available for the `Activities', `Grantee Report' and `EPA Report' tabs. A drop down filter is provided to narrow down by specific `Program Area', `Activity Type', `NPM', `Selected Activities Only', `Activity #', and `Due Date' fields. A search bar is also available in order to find certain key words located within any of the fields. 

Exhibit 4-38: Grant Guidance Activity Filter and Search
All of the selections for all drop-menus are checked by default to make all Grant Guidance Activities on the `Work Plan' screen available for viewing.

Exhibit 4-39: Grant Guidance Activity Filter  -  All Activities
Filter selections can be made by clicking on the respective drop-down menu and checking or unchecking which selections should be in view. A selection with a checkmark notes that the selection will be viewable when filtering is applied, given there are no conflicts with other applied filters. Clicking on a selection with a checkmark will remove the checkmark. Any activities on the `Work Plan' screen associated with unchecked selections in the drop-down menu will be removed from view when filtering is applied.

Exhibit 4-40: Grant Guidance Activity Filter  -  Checking/Unchecking Selections
Once a filter has been applied, clearing all filters can be done by clicking the `Clear Filters' button to the right of the `Apply Filters' button. The `Clear Filters' button is only activated after a filter has been applied to the `Work Plan' screen. Clearing filters will return the `Work Plan' screen to its default state, where all available Grant Guidance Activities are viewable.

Exhibit 4-41: Grant Guidance Activity Filter  -  Clear Filters
Entering an alphanumeric string in the `Search' field and clicking the `Apply Filters' button also allows filtering by the entered string on the `Work Plan' screen. When a string is entered into the field and a filter is applied, any Grant Guidance Activities not containing the entered string will be removed from view on the `Work Plan' screen. This will also have the effect of highlighting that string anywhere it is located for the activities that have not been filtered out of view.

Exhibit 4-42: Grant Guidance Activity Filter - Search
Work Plan Outcomes and Goals
The `Work Plan Outcomes and Goals' section is accessible by clicking on the `Outcomes' link in the navigation tree (Exhibit 4-43).
                                       
Exhibit 4-43: Outcomes Navigation Link
The `Outcomes' page is broken out into the following key elements (Exhibit 4-44):
Program Areas: Identifies the program area the outcome is associated with.
EPA Program Outcome: Identifies EPA's expected outcome for the program area.
Grantee Outcome: Free-text field for the user to identify outcomes and goals that meet or exceed the `EPA Program Outcomes' and `EPA Goals' for the program area.
EPA Goal: Outlines EPA's goal for the program area.
                                       
Exhibit 4-44: Work Plan Outcomes and Goals
 While working through the `Work Plan Outcomes and Goals' page, be sure to save all changes before navigating away. (Exhibit 4-45). This can be done by use of the `Save Changes' link in the application footer, just like saving in the Work Plan section of the Grant budget period. 

Exhibit 4-45: Work Plan Outcomes and Goals `Save Changes' Link
                                       
Reporting Forms
When a budget period is first created for a specific grant, there are no associated reporting forms. For the purposes of the FGD application, the reporting form types are:
5700 Main
5700 WPS
5700 CC
Performance Measures
Work Plan vs. Total Program Accomplishments Reports
 Reporting forms can either be associated with `Work Plan Accomplishments' or `Total Program Accomplishments'. To add reporting forms for a budget period, select the `Reporting Forms' link in the navigation tree (Exhibit 4-46). NOTE: Please confirm with an RPO, which forms to complete.
                                        
Exhibit 4-46: Reporting Forms Navigation Link
 Select the `Reporting Forms' link in the navigation tree to navigate to the `Reporting Forms' screen. This page features a dropdown where users can choose to add reporting forms associated with `Work Plan Accomplishments', `Total Program Accomplishments', or `Both' (Exhibit 4-47). Selecting one of the options in the dropdown and clicking the `Select' button will add the respective reporting form(s) to your grant. The forms will also appear below the `Reporting Forms' link within the navigation tree.
 NOTE: Once both reporting forms have been added to the same budget period, the dropdown menu will be removed from the `Reporting Forms' screen. Once this occurs, you will not be able to add any more reporting forms for the same budget period.
 
Exhibit 4-47: Reporting Forms Drop-down Menu
5700 Report Navigation
Each of the three 5700 reporting forms follow the same format for navigation. When users select the desired report from the navigation tree, they will be directed to the respective `Summary' tab for that reporting form (Exhibit 4-48). Refer to Sections 4.4.8.3, 4.4.8.4, and 4.4.8.5 for additional details regarding adding data to each 5700 reporting form type.
                                       
Exhibit 4-48: 5700 WPS Summary Tab
With the exception of the `5700 Main' sections, users cannot enter data on the `Summary' screens of other 5700 reporting forms. The `Summary' sections are intended to be a summary of all data entered for a form at a quarterly, bi-annual, or annual level based on reporting frequency needs. The FGD application is designed to allow users to fill out/report on the 5700 forms quarterly, bi-annually, or annually.
To create a quarter, bi-annual, or annual 5700 reporting form, you must select one of the options outlined below and click `Create' (Exhibit 4-49):
Q1
Q2
Q3
Q4
Mid-year
Final
Annual
 NOTE: Please confirm with the appropriate EPA RPO the frequency for completing 5700 reporting forms before adding a `Frequency' reporting tab. Once a reporting frequency has been added for a budget period, it cannot be removed.
 NOTE: Electing to report quarterly will only allow the addition of quarter increment reports. Electing to report bi-annually will only allow the addition of `Mid-year' and `Final' reports. Electing to report annually will only allow the addition of an `Annual' report.
                                        
Exhibit 4-49: Add Frequency Report Tabs
Once a tab has been created, it will show up at the top of the respective 5700 reporting form (Exhibit 4-50). You can click the tab to navigate to the appropriate screen. Within the tab, you can enter data related to the frequency period. See Sections 4.4.8.3, 4.4.8.4, and 4.4.8.5 for additional details regarding each 5700 reporting form.
                                       
Exhibit 4-50: 5700 Main Q1 Frequency Report Tab
5700 Main Reporting Form
The `5700 Main' section is where you may enter projections, accomplishments, and outputs associated with either the `Work Plan Accomplishments' or `Total Program Accomplishments'.
To access the `5700 Main' reporting form, select the `5700 Main' link from the navigation tree (Exhibit 4-51). If you have added both `Work Plan' and `Total Program Accomplishments' to your application, please be sure to select the correct 5700 `Main Reporting' form from the navigation tree before entering data.
                                       
Exhibit 4-51: 5700 Main Navigation Link

Clicking on the `5700 Main' link in the navigation tree for either `Work Plan' or `Total Program Accomplishments' will navigate you to the `5700 Main' `Summary' tab (Exhibit 4-52).
NOTE: The `5700 Main' `Summary' tab is the only `Summary' section where users are able to enter summary data for `Work Plan' and `Total Program Accomplishments'.
The following fields are available within the `5700 Main' `Summary' section (Exhibit 4-53):
Agriculture Use Inspections
Agriculture For Cause Inspections
Nonagricultural Use Inspections
Nonagricultural For Cause Inspections
Experimental Use Permit Inspections
Producing Establishment Inspections
Marketplace Inspections
Imports Inspections
Exports Inspections
Certified Applicator Records Inspections
Restricted Use Pesticide Dealers Inspections
Agriculture Use Samples
Agriculture For Cause Samples
Nonagricultural Use Samples
Nonagricultural For Cause Samples
Experimental Use Permit Samples
Producing Establishment Samples
Marketplace Samples
Imports Samples
Exports Samples
Certified Applicator Records Samples
Restricted Use Pesticide Dealers Samples
                                       
Exhibit 4-52: 5700 Main Summary Tab
The `TOTAL' and `FTE' (Full Time Employee) fields will populate with information upon entering data into the associated `Inspections' and `Samples' numeric text fields (Exhibit 4-53). Once you have finished entering projections, be sure to save your changes by use of the `Save Changes' link in the application footer, just like saving in the Work Plan section of the Grant budget period.
                                       
Exhibit 4-53: Projections Fields Populated
You can enter data into fields by selecting the field and entering numeric values.
NOTE: The application does not have any automatic validations to identify required fields. Please refer to an EPA RPO for final guidance.
Once a reporting frequency tab has been created per the guidelines in Section 4.4.8.2 (e.g. quarterly, bi-annual, annual) users can navigate to the tab by clicking it from the top of the respective reporting form screen (Exhibit 4-54). For the `5700 Main' reporting form, you may enter data by navigating to any associated frequency tab, clicking the fields and entering numeric values.
NOTE: The application does not have any automatic validations to identify required fields. Please refer to an EPA RPO for final guidance.
                                       
Exhibit 4-54: 5700 Main Q1 Reporting Tab
After you have finished entering information for a reporting form, you can save any changes across all tabs by use of the `Save Changes' link in the application footer (Exhibit 4-55), just like saving in the Work Plan section of the Grant budget period.
NOTE: Users are able to navigate between `5700 Main' reporting form tabs at the top of the screen without being required to save work. However, navigating away from the `5700 Main' reporting form in the navigation tree without first saving will generate a `Warning' modal to prevent losing work.

Exhibit 4-55: 5700 Main `Save Changes' Link

5700 WPS Reporting Form
To access the `5700 WPS' reporting form, select the `5700 WPS' link from the navigation tree (Exhibit 4-56). By default, the link will navigate to the `5700 WPS' `Summary' tab (Exhibit 4-57). Data populated to the `5700 WPS' `Summary' tab is added from the user's elected reporting frequency tabs, based on guidance from an EPA RPO (reference Section 4.4.8.2). If you have added both `Work Plan' and `Total Program Accomplishments' to your application, please be sure to select the correct `5700 WPS' reporting form from the navigation tree before entering data.
                                       
Exhibit 4-56: 5700 WPS Navigation Link
                                       
Exhibit 4-57: 5700 WPS Summary Tab
Once a reporting frequency tab has been created per the guidelines in Section 4.4.8.2 (e.g. quarterly, bi-annual, annual), users can navigate to the tab by clicking on it from the top of the respective reporting form screen (Exhibit 4-58). For the `5700 WPS' reporting form, users may only enter data by navigating to an associated frequency tab, clicking the fields, and entering numeric characters.
NOTE: The application does not have any automatic validations to identify required fields. Please refer to an EPA RPO for final guidance.

Exhibit 4-58: 5700 WPS Q1 Reporting Tab
After you have finished entering information for a reporting form, you can save any changes across all tabs by use of the `Save Changes' link in the application footer (Exhibit 4-59), just like saving in the Work Plan section of the Grant budget period.
NOTE: You are able to navigate between `5700 WPS' reporting form tabs at the top of the screen without being required to save work. However, navigating away from the `5700 WPS' reporting form in the navigation tree without first saving will generate a `Warning' modal to prevent loss of work.

Exhibit 4-59: Reporting Forms `Save Changes' Link


5700 CC Reporting Form
To access the `5700 CC' reporting form, select the `5700 CC' link from the navigation tree (Exhibit 4-60). By default, the link will navigate to the `5700 CC' `Summary' tab (Exhibit 4-61). Data populated to the `5700 CC' `Summary' tab is added from the user's elected reporting frequency tabs, based on guidance from an EPA RPO (refer to Section 4.4.8.2). If you have added both `Work Plan' and `Total Program Accomplishments' to your grant, please be sure to select the correct `5700 CC' reporting form from the navigation tree before entering data.
                                       
Exhibit 4-60: 5700 CC Navigation Link

                                       
Exhibit 4-61: 5700 CC Summary Tab
Once a reporting frequency tab has been created per the guidelines in Section 4.4.8.2 (e.g. quarterly, bi-annual, annual), users can navigate to the tab by clicking on it from the top of the respective reporting form screen (Exhibit 4-62). For the `5700 CC' reporting form, users may only enter data by navigating to an associated frequency tab, clicking into the fields and entering numeric characters.
NOTE: The application does not have any automatic validations to identify required fields. Please refer to an EPA RPO for final guidance.

Exhibit 4-62: 5700 CC Q1 Reporting Tab
After you have finished entering information for a reporting form, you can save any changes across all tabs by use of the `Save Changes' link in the application footer (Exhibit 4-63), just like saving in the Work Plan section of the Grant budget period.
NOTE: Users are able to navigate between `5700 CC' reporting form tabs at the top of the screen without being required to save work. However, navigating away from the `5700 CC' reporting form in the navigation tree without first saving will generate the `Warning' modal to confirm leaving without saving. To prevent losing any work, save inputs from the bottom of any tab within the respective reporting form.

Exhibit 4-63: Reporting Forms `Save Changes' Link

Performance Measures
The `Performance Measures' section is where you can enter data for strategic goals associated with either the `Work Plan Accomplishments' or `Total Program Accomplishments'.
To access the `Performance Measures' reporting form, select the `Performance Measures' link from the navigation tree (Exhibit 4-64). If you have added both `Work Plan' and `Total Program Accomplishments' to your application, please be sure to select the correct `Performance Measures' reporting form from the navigation tree before entering data.
                                       
Exhibit 4-64: Performance Measures Navigation Link
Clicking the `Performance Measures' link will navigate users to the respective `Performance Measures' screen (Exhibit 4-65). Unlike the 5700 reporting forms, there are no `Summary' or `Frequency' reporting tabs. The `Performance Measures' screen contains the following sections:
Strategic Goal 1: Protection of human health  -  occupational users
Strategic Goal 2: Protection of human health: all people (people who get exposed to pesticides)
Strategic Goal 3: Protection of environmental media: water, soil and non-target species
Strategic Goal 4: Assuring the availability of effective pesticides in the market place
                                        
Exhibit 4-65: Performance Measures Screen
 Users can enter data for performance measures by clicking in the active fields on the screen and entering numeric characters.
 NOTE: Fields that are grayed out are populated with information based on data provided from the associated 5700 reporting forms. Hovering over the `i' icon to the right of a field with your mouse pointer will display where the information is pulled from (Exhibit 4-66).
                                        
Exhibit 4-66: Performance Measures Auto Populated Fields
 Blue text indicates that there is a definition or additional information associated with the term (Exhibit 4-67). Clicking on the text will generate a pop-up modal to provide any additional information (Exhibit 4-68).
 NOTE: to prevent pop-up modals from being `blocked', users are advised to adjust their blocker settings within the respective browser.
                                        
Exhibit 4-67: Informative Blue Text
                                        
Exhibit 4-68: Informational Pop-up Modal
When finished with entering information for `Performance Measures', you can save any inputs/changes by scrolling to the bottom of the screen and clicking `Save'.
NOTE: Following any changes on the screen, navigating away from the `Performance Measures' reporting form in the navigation tree without first saving will generate the `Warning' modal, to prevent loss of data.
Printable Tables for Work Plan and End of Year Reports
Following adding information outlined in Sections 4.4.6, 4.4.7, and 4.4.8 above, all inputs can then be reviewed in an easy-to-read, printable format. Information reviewable from the printable tables includes in-use, `Selected' activities from the `Work Plan' (Section 4.4.6.1), information from the `Work Plan Outcomes and Goals' (Section 4.4.7), and all sections of both `Reporting Forms' (Section 4.4.8) for the respective budget period. It also includes any comments or recommendations made by your RPO with respect to a particular activity for that budget period.
NOTE: Only Work Plan Activities where the `Selected' checkbox is checked are included in the Printable Work Plan Report for that budget period (Exhibit 4-28). To include all Work Plan Activities in the Printable Work Plan Report for that budget period, check the `Select/Deselect All Activities' checkbox at the top of the Activities tab in the Work Plan section. Uncheck the `Select/Deselect All Activities' checkbox to uncheck all non-required activities in the Work Plan section and remove them from the Printable Work Plan Report for that budget period.
From the `Work Plan and Accomplishments Home' screen, click the `View Printable Tables for Work Plan and End of Year Reports' button (Exhibit 4-69). This will change the view of the `Work Plan and Accomplishments' screen to the `All' printable tables tab (Exhibit 4-70).
NOTE: To return to the `Work Plan and Report' screen, click on the `Work Plan and Accomplishments Home' tab in the navigation tree.
                                       
Exhibit 4-69: Work Plan and End of Year Reports Printable Tables Button
The `All' tab of the printable tables is a combination of the tables and information contained within the `Grantee Work Plan', `Grantee End of Year Report', and `EPA End of Year Report' tabs. It provides a view of all entries made in the `Work Plan' and `Outcomes' subsections and all subsections of both `Reporting Forms' for the respective budget period. It also includes any comments or recommendations made by your RPO with respect to a particular activity for that budget period. To print the information provided here, right-click on the printable table while on this tab and select `Print' from the generated modal. This will bring up your computer's local print options.

Exhibit 4-70: `All' Printable Tables View
The `Grantee Work Plan' tab (Exhibit 4-71) of the printable tables contains information for all `Work Plan Activity Description (Outputs)' entered by the Grantee for a specific Grant budget period. `Work Plan Activity Description (Outputs)' are listed with respect to the adjacent `Grant Guidance Activity' information and are separated into tables by Program Area. Activities in each Program Area table can be sorted ascending or descending by column. See Section 4.4.6.1 above for more information about adding `Work Plan Activity Description (Outputs)'.
Additionally, given `Work Plan Accomplishments' and/or `Total Program Accomplishments' exist for the same budget period, the `5700 Main Projections' summary data is also added to the bottom of this printable table view (Exhibit 4-72). See Section 4.4.8.3 for more information on the `5700 Main Reporting Form'.

Exhibit 4-71: `Grantee Work Plan' Printable Tables View

Exhibit 4-72: `5700 Main' Summary Tab Printable Tables View
The `Grantee End of Year Report' tab (Exhibit 4-73) of the printable tables contains all `Work Plan Activity Accomplishment' information entered by the Grantee for a specific Grant budget period. `Work Plan Activity Accomplishment' inputs are listed with respect to the relating `Work Plan Activity Description (Outputs)' information and are separated into tables by Program Area. Activities in each Program Area tables can be sorted ascending or descending by column. See Section 4.4.6 above for more information about adding Work Plan activity and description information.
Additionally, given `Work Plan Accomplishments' and/or `Total Program Accomplishments' exist for the same budget period, data tables for those reports are added to the bottom of this printable table view. See Section 4.4.8 for more information on the `Reporting Forms'.

Exhibit 4-73: `Grantee End of Year Report' Printable Tables View
The `EPA End of Year Report' tab (Exhibit 4-74) of the printable tables contains all `EPA Comments' and `EPA Recommendations' entered by the RPO for a specific Grant budget period. EPA Comments and Recommendations are listed with respect to the relating `Work Plan Activity Description (Outputs)' information and are separated into tables by Program Area. Columns in each Program Area table, including `EPA Comments' and `EPA Recommendations' can be sorted ascending or descending. See Section 4.4.6.5 above for more information about EPA Comments and Recommendations.
Additionally, given `Work Plan Accomplishments' and/or `Total Program Accomplishments' exist for the same budget period, data tables for those reports are added to the bottom of this printable table view. See Section 4.4.8 for more information on the `Reporting Forms'.

Exhibit 4-74: `EPA End of Year Report' Printable Tables View
Exporting Documents
While the intent is for the user to manage the entire lifecycle of the `Work Plan and Report' template within the FGD application, at times it may be necessary to export the document for external review and/or submission. For this reason, the `Work Plan and Report' template can be exported as an Excel document (Exhibit 4-75). The FGD application provides two methods of exporting the `Work Plan and Report' template outlined below.
NOTE: The Excel document will not contain any default formatting; it will be up to you to add formatting as necessary.
                                       
Exhibit 4-75: Work Plan and Report Excel Document
Work Plan and Report Export  -  `Grant Home' Screen
Method one of exporting the `Work Plan and Report' template can be found on the `Grant Home' screen (Exhibit 4-76). By clicking the desired icon in the `Export' column of the respective Budget Period, a copy of that Work Plan and Report can be downloaded and saved locally.
NOTE: Exporting a copy of the Work Plan and Report template using this method will download a copy with the most recent changes made by the user and may not align with the current document status.
                                       
Exhibit 4-76: Export Buttons  -  FIFRA Work Plan and Report Homepage
Work Plan and Report Export  -  Work Plan and Report Homepage
Method two of exporting the Work Plan and Report template can be accomplished from the respective `Work Plan and Report' homepage (Exhibit 4-77). To access the `Work Plan and Report' homepage refer to Section 4.4.1. By clicking the desired icon in the `Download' column of the respective version, a copy of that Work Plan and Report will be downloaded and saved locally.
NOTE: Exporting a copy of the Work Plan and Report template using this method will download a copy associated with the respective status. This should be considered the default method for exporting Work Plan and Report templates to ensure that the data captured is associated with the set status.
                                       
Exhibit 4-77: Export Buttons  -  Work Plan and Report Homepage
FGD Functionality (OCSPP/OECA Review and RPO)
Access FGD Application
To access the CDX homepage, navigate to https://cdx.epa.gov/ (Exhibit 5-1). Once there, enter a valid User ID and password into the `User ID' and `Password fields, and click the `Log In' button.
                                       
Exhibit 5-1: CDX Login Screen
After logging in, the system will navigate to the `MyCDX Home' page (Exhibit 5-2). This page lists the program services in which the user is associated as well as status and role(s) for those services. If the user is registered for the FGD application, the `FGD: FIFRA Grant Database' will be listed in the services list. `OCSPP, OECA Reviewer,' or `RPO' will appear as a blue link under the `Role' column once your user role has been approved and activated by EPA. To navigate to the FGD application, click the blue link for the desired role in the `Role' column.
                                       
Exhibit 5-2: MyCDX Homepage
FGD RPO and OCSPP/OECA Reviewer Homepage
The `Grant Home' screen (Exhibit 5-3) and (Exhibit 5-4) is the first screen within the FGD application. If no Grants have been created by Grantee users, there will not be any Grants visible to either the RPO or the OCSPP/ OECA reviewer. The main element on this page is the "Grants" table where all Grants will display based on the user role selected. Following information is displayed to the users to help identify specific Grants for review:
Grant Number: This number is added by the Grantee or RPO based in the number from the initial award document.
Grantee Name: Name of the organization applying for/providing information on the Grant. This information is automatically populated from the CDX account information of the respective user who created the Grant.
Region: The specific region with which the Grantee is associated.
Project Period: Lists the beginning and ending dates of the Grant based on Number of Years and the elected Start date.
Review: Facilitates access to the respective Grant.
                                       
Exhibit 5-3: FIFRA Work Plan and Report Reviewer Home  -  OCSPP/OECA Reviewer

Exhibit 5-4: FIFRA Work Plan and Report Reviewer Home  -  RPO
In addition to the above-mentioned fields, the `OCSPP/OECA Reviewer' role has the ability to filter the Grants by Region. To filter a Grant, select a desired region from the dropdown picklist (Exhibit 5-5).
                                       
Exhibit 5-5: EPA Region Pick List
NOTE: The RPO will only see Grants that fall under the same region with which they are associated. The OCSPP/OECA Reviewer role has the ability to view all Grants within all regions.
Review Grantee Work Plan and Report
To review a Grant or Grant Budget Period and associated information, including the Work Plan and Reports for each Budget Period, click the `Review' button for the respective Grant (Exhibit 5-6).This will navigate you to the `Grant Home' screen for that Grant. Refer to Section 4.3.4 for specific details associated with the Work Plan and Reports of the application.
NOTE: RPO and OECA screens will be identical to what is outlined in Section 4.4. However, fields that are populated with data by the Grantee will be grayed out (inactive).While the `RPO' and `OCSPP/OECA Reviewer' will not be able to change any Grantee provided information, RPO users can comment on Guidance Activities on the `EPA Report' tab of the Work Plan section.

Exhibit 5-6: Review Button

Exhibit 5-7: Reviewer  -  Grant Home Screen
Work Plan - EPA Report
Follow the steps in Section 5.3 to access the `Work Plan' page of the desired Grant budget period. By default, the `Work Plan' page will display the `Activities' tab (Exhibit 4-28). Access the `EPA Report' tab by selecting the `EPA Report' tab at the top of the page (Exhibit 5-8).
The Work Plan `EPA Report' tab is designed to allow an RPO to fill out an EPA report on the Grantee Work Plan and Report. Once the desired portions of the `EPA Report' tab have been completed, click the `Save Changes' link in the application footer to save all changes to the page.
Note: If information is added to the `Work Plan' section and an attempt is made to leave the section before performing a save, a `Warning' modal is generated. See Section 4.4.6 for more details.
The Work Plan `EPA Report' tab follows the same format as outlined in Section 4.4.6 with the exception that the cards on the Work Plan `EPA Report' tab have the following fields:
EPA Comments  -  Free-text field allowing the RPO to provide comments relating to the guidance activity.
EPA Recommendations  -  Free-text field allowing the RPO to provide recommendations relating to the Grantee report of the guidance activity.
EPA Review of Status  -  Dropdown allowing the RPO to set a status of the review for the given guidance activity the following statuses are available:
 Complete
 Partially Complete
 Not Started
 Ongoing/As Needed
Due Date  -  The Due Date field allows EPA's RPO to update the due date of the Guidance Activity.
                                       
Exhibit 5-8: EPA Report Tab
Regional Project Officers and OCSPP/OECA Reviewers have the ability to filter and search Grant Guidance Activities across all tabs using the `Grant Guidance Activity Filter' card located at the top of the `Work Plan' section. For information on filtering and searching Grant Guidance Activities in the `Work Plan' section, see Section 4.4.6.6 of the User Guide.

Exhibit 5-9: Grant Guidance Activity Filter  -  RPO and OCSPP/OECA Reviewer
Printable Tables for Work Plan and End of Year Reports
Following adding information outlined in Sections 4.4.6, 4.4.7, and 4.4.8 above, all inputs can then be reviewed in an easy-to-read, printable format. Information reviewable from the printable tables includes in-use, `Selected' activities from the `Work Plan' section (Section 4.4.6.1), information from the `Work Plan Outcomes and Goals' (Section 4.4.7) and all sections of both `Reporting Forms' (Section 4.4.8) for the respective budget period. It also includes `EPA Comments' and/or `EPA Recommendations' (Section 5.4) made by the RPO with respect to a particular activity for that budget period.
NOTE: Only Work Plan Activities where the `Selected' checkbox is checked are included in the Printable Work Plan Report for that budget period (Exhibit 4-28). Only Grantees have the ability to check and uncheck the `Selected' checkbox for non-required activities in the Work Plan section in order to add or remove those activities from the Printable Work Plan Report for that budget period.
From the `Work Plan and Accomplishments Home' screen, click the `View Printable Tables for Work Plan and End of Year Reports' button (Exhibit 5-10). This will change the view of the `Work Plan and Accomplishments' screen to the `All' printable tables tab (Exhibit 5-11).
NOTE: To return to the `Work Plan and Report' screen, click on the `Work Plan and Accomplishments Home' tab in the navigation tree.
                                       
Exhibit 5-10: Work Plan and End of Year Reports Printable Tables Button
The `All' tab (Exhibit 5-11) of the printable tables is a combination of the tables and information contained within the `Grantee Work Plan', `Grantee End of Year Report', and `EPA End of Year Report' tabs. It provides a view of all entries made in the `Work Plan' (Section 4.4.6) and `Outcomes' (Section 4.4.7) subsections and all subsections of both `Reporting Forms' (Section 4.4.8). It also includes any comments or recommendations made by your RPO (Section 5.4) with respect to a particular activity for that budget period. To print the information provided here, right-click on the printable table while on this tab and select `Print' from the generated modal. This will bring up your computer's local print options.

Exhibit 5-11: `All' Printable Tables View
The `Grantee Work Plan' tab (Exhibit 5-12) of the printable tables contains information for all `Work Plan Activity Description (Outputs)' entered by the Grantee for a specific Grant budget period. `Work Plan Activity Description (Outputs)' are listed with respect to the adjacent `Grant Guidance Activity' information and are separated into tables by Program Area. Activities in each Program Area tables can be sorted ascending or descending by column. See Section 4.4.6.1 above for more information about adding `Work Plan Activity Description (Outputs)'.
Additionally, given `Work Plan Accomplishments' and/or `Total Program Accomplishments' exist for the same budget period, the `5700 Main Projections' summary data is also added to the bottom of this printable table view (Exhibit 5-13). See Section 4.4.8.3 for more information on the `5700 Main Reporting Form'.

Exhibit 5-12: `Grantee Work Plan' Printable Tables View

Exhibit 5-13: `5700 Main Projections' Printable Tables View
The `Grantee End of Year Report' tab (Exhibit 5-14) of the printable tables contains all `Work Plan Activity Accomplishment' information entered by the Grantee for a specific Grant budget period. `Work Plan Activity Accomplishment' inputs are listed with respect to the relating `Work Plan Activity Description (Outputs)' information and are separated into tables by Program Area. Activities in each Program Area table can be sorted ascending or descending by column. See Section 4.4.6 above for more information about adding Work Plan activity and description information.
Additionally, given `Work Plan Accomplishments' and/or `Total Program Accomplishments' exist for the same budget period, data tables for those reports are added to the bottom of this printable table view. See Section 4.4.8 for more information on the `Reporting Forms'.

Exhibit 5-14: `Grantee End of Year Report' Printable Tables View
The `EPA End of Year Report' tab (Exhibit 5-15) of the printable tables contains all `EPA Comments' and `EPA Recommendations' entered by the RPO for a specific Grant budget period. EPA Comments and Recommendations are listed with respect to the relating `Work Plan Activity Description (Outputs)' information and are separated into tables by Program Area. Columns in each Program Area table, including `EPA Comments' and `EPA Recommendations' can be sorted ascending or descending. See Section 4.4.6.5 above for more information about EPA comments and recommendations.
Additionally, given `Work Plan Accomplishments' and/or `Total Program Accomplishments' exist for the same budget period, data tables for those reports are added to the bottom of this printable table view. See Section 4.4.8 for more information on the `Reporting Forms'.

Exhibit 5-15: `EPA End of Year Report' Printable Tables View
Managing National Guidance Activities - OECA
To manage `National Guidance Activities', select the `Administration' link in the navigation tree (Exhibit 5-16).
                                       
Exhibit 5-16: Administration Navigation Link
Selecting `Administration' in the navigation menu will open the `Administration' page (Exhibit 5-17). All program areas will be listed in the `Program Area' column. From this screen, the user will be able to create and edit guidance activities.
                                       
Exhibit 5-17: OECA Role Administration Screen
Create New Guidance Activity
To create a new guidance activity, select the `Create New Guidance' button at the top of the `Administration' page (Exhibit 5-18).
                                       
Exhibit 5-18: Create New Guidance Activity Button
Clicking the `Create New Guidance' button will generate the `Add Guidance Activity' popup modal (Exhibit 5-19). To create a new guidance activity, fill out all required fields and select `Save'. Required fields are denoted with a red asterisk (*).
The fields associated with the `Add Guidance Activity' modal are:
 Program Area  -  Dropdown used to identify which program area the new guidance activity is associated with.
 NPM  -  Dropdown to identify if the activity is associated with OCSPP, OECA, or OCSPP/OECA.
 Activity # - Activity numbers are a 3-part number. The first two parts of the registration number will be auto populated based on the selections made in the Program Area and NPM fields. The third part should be created by the user entering in a valid number in the text field.
 Guidance Activity  -  Free-text field to provide the guidance activity description.
 Activity Type  -  Dropdown for the user to identify the type of activity being created. The Activity types are `Required' `Picklist', `Optional', and `Inactive'.
 Status  -  The Status of the Activity dictates if it will be visible to the Grantee or not. By default, new activities are given a status of `Draft' meaning that once saved, the guidance activity will still not be visible to Grantees. As soon as a status is set to `Final', the guidance activity will instantly be visible to the Grantees.
 Fiscal Year  -  If the Status of the Activity is `Draft', then this field is not required. If the Status of the Activity is `Final', then this field is required and the correct fiscal year range should be entered.
 Created Date  -  This is populated automatically for each activity with the date that it is originally created
                                       
Exhibit 5-19: Add Guidance Activity Modal
Editing Guidance Activity
To edit an existing guidance activity, identify the guidance activity from the list provided. Then, click the respective `Edit' icon in the `Actions' column of the table (Exhibit 5-20).
                                       
Exhibit 5-20: Guidance Activity Edit Button
Clicking the `Edit' button will generate the `Edit Guidance Activity' Modal (Exhibit 5-21). When editing a guidance activity, the only editable fields are:
 Guidance Activity  -  Free-text field to provide the guidance activity description.
 Activity Type  -  Dropdown for the user to identify the type of activity being created. The Activity types are `Required' `Picklist', `Optional', and `Inactive'.
 Status  -  The status of the activity dictates if it is visible to the Grantee. By default, new activities are given a status of `Draft' meaning that, once saved, the guidance activity will still not be visible to Grantees. As soon as a status is set to `Final', the guidance activity will immediately be visible to Grantees.
      NOTE: The intent of editing existing activities is to finalize a draft activity, make slight clarifications to the language in the `Guidance Activity' Field, or change the activity type. If broader scope changes are needed, it is recommended to create a new guidance activity.
      NOTE: Once an activity has been set to a status of `Final', the only fields that will be available to edit are Guidance `Activity' and `Status'.
                                       
Exhibit 5-21: Edit Guidance Activity Modal
Approve all Draft Guidance Activities
Clicking the `Approve all Drafts' button (Exhibit 5-22) on the `Administration' will update all grant guidance activities in the table with a status of `Draft' to a status of `Final'.
NOTE: Once an activity has been set to a status of `Final', the only fields that will be available to edit are `Grant Guidance Activity' and `Status'. You will not be able to return an activity to a `Draft' status.
                                       
Exhibit 5-22: OECA Approve all Drafts Button
Manage Regional Guidance Activities  -  RPO and OECA
To manage `Regional Guidance Activities', select the `Administration' link in the navigation tree (Exhibit 5-23).
                                       
Exhibit 5-23: Administration Navigation Link
Selecting `Administration' in the navigation tree will open the `Administration' page (Exhibit 5-24). Any existing `Regional Guidance Activities' will be listed as such in the Program Area column. If you are an RPO, by default, there will be two regional specific guidance activites that act as place holders and are not editable. All Regional specific guidance activities will be considered sub-activities under one of the two placeholder activities.
NOTE: Regional specific guidance activities will only ever display to Grantees that fall within the region the guidance activity is created for.
                                       
Exhibit 5-24: RPO Administration Screen
Create New Guidance Activity
To create a new guidance activity, click the `Create New Guidance' button at the top of the `Administration' page (Exhibit 5-25).
                                       
Exhibit 5-25: Create New Guidance Activity Button
Clicking the `Create New Guidance' button will generate the `Add Guidance Activity' popup modal (Exhibit 5-26). To create a new guidance activity, fill out all required fields and click `Save' inside the modal. Required fields are denoted with a red asterisk (*).
The fields associated with the `Add Guidance Activity' modal are:
 Program Area  -  Will always be `Regional Guidance Activity'.
 NPM  -  Dropdown picklist to identify if the activity is associated with OCSPP or OECA.
 Activity # - Activity numbers are a 3-part number. The first two parts of the registration number will be auto populated based on the selections made in the Program Area and NPM fields. The third part should be created by the user entering in a valid number in the text field.
 Guidance Activity  -  Free-text field to provide the guidance activity description.
 Activity Type  -  Dropdown for the user to identify the type of activity being created. The Activity types are `Required' `Picklist', `Optional', and `Inactive'.
 Status  -  The Status of the Activity dictates if it will be visible to the Grantee or not. By default, new activities are given a status of `Draft' meaning that once saved, the guidance activity will still not be visible to Grantees. As soon as a status is set to `Final', the guidance activity will immediately be visible to Grantees.
      NOTE: Once an activity has been set to a status of `Final', the only fields that will be available to edit are `Grant Guidance Activity' and `Status'. You will not be able to return an activity to a `Draft' status.
                                       
Exhibit 5-26: Add Guidance Activity Modal
Editing Guidance Activities
To edit an existing guidance activity, identify the guidance activity from the list and click the respective `Edit' icon in the `Actions' column of the table (Exhibit 5-27).
                                       
Exhibit 5-27: Guidance Activity Edit Icon
Clicking the `Edit' icon will generate the `Edit Guidance Activity' Modal (Exhibit 5-28). When editing a guidance activity, the only editable fields are:
 Guidance Activity  -  Free-text field to provide the guidance activity description.
 Activity Type  -  Dropdown for the user to identify they type of activity being created. The Activity types are `Required' `Picklist', `Optional', and `Inactive'.
 Status  -  The status of the activity dictates if it is visible to the Grantee. By default, new activities are given a status of `Draft' meaning that, once saved, the guidance activity will still not be visible to Grantees. As soon as a status is set to `Final', the guidance activity will immediately be visible to Grantees.
 Fiscal Year  -  The fiscal year of the activity dictates the fiscal year range (if OCSPP/OECA user) and individual fiscal year dates (if RPO reviewer) that the Grant Guidance Activity is applicable.
      NOTE: The intent of editing existing activities is to finalize a draft activity, make slight clarifications to the language in the `Guidance Activity' Field, or change the activity type. If broader scope changes are needed, it is recommended to create a new guidance activity.
      NOTE: Once an activity has been set to a status of `Final', the only fields that will be available to edit are `Grant Guidance Activity' and `Status'. You will not be able to return an activity to a `Draft' status.
                                       
Exhibit 5-28: Edit Guidance Activity Modal
Audit Log 
To view the audit log for a specific Grant Guidance Activity, select the `View Audit Log' icon located under the `Actions' column of the table (Exhibit 5-29). This will allow the user to view a trail of changes from a particular guidance activity that has been updated. The audit log also displays the date and name of the user who made those changes.

                       Exhibit 5-29: View Audit Log Icon
Clicking the `View Audit Log' icon on the `Administration' page will navigate the user to the `Audit Log' screen (Exhibit 5-30) with the following fields:
 Program Area - Identifies which program area a guidance activity is associated with.
 NPM - Identifies if the activity is associated with OCSPP, OECA, or OCSPP/OECA.
 Activity Number - Activity numbers are a 3-part number. The first two parts of the registration number will be auto populated based on the selections made in the Program Area and NPM fields. The third part should be created by the user entering in a valid number in the text field.
Grant Guidance Activity - Provides the details for the particular guidance activity established by EPA.
 Activity Type - Identifies the type of activity created. The Activity types are `Required' `Picklist', `Optional', and `Inactive'.
 Modification Date  -  Identifies the date and name of user who made changes to the grant guidance activity.
 Fiscal Year  -  Displays the Fiscal Year, or Fiscal Years, that the Grant Guidance Activity is applicable.

                        Exhibit 5-30: Audit Log Screen
Approve all Draft Guidance Activities
Clicking the `Approve all Drafts' button (Exhibit 5-31) on the `Administration' page will update all grant guidance activities in the table with a status of `Draft' to a status of `Final'.
NOTE: Once an activity has been set to a status of `Final', the only fields that will be available to edit are `Grant Guidance Activity' and `Status'. You will not be able to return an activity to a `Draft' status.
                                       
Exhibit 5-31: RPO Approve all Drafts Button

Uploading Regional Documents
RPO users and OECA Reviewers have the ability to upload documents that apply to all grants within the geographic areas they service by use of the `Document' screen (Exhibit 5-32). RPOs only have the ability to upload and view documents that apply to grants within their respective regions. OECA Reviewers only have the ability to upload documents that apply to `All Regions'. However, OECA Reviewers may view documents uploaded by RPO users from all regions.
NOTE: If an uploaded document is deleted from the table in one place, it is deleted from all places; i.e. if an RPO deletes a regional document then it is also removed from the OECA Reviewer's table view and vice versa.
                                       
Exhibit 5-32: Document Screen
Click the `Browse for Files' button (Exhibit 5-33) beneath the staging table and open the local browser window. This will allow selection of the file to be uploaded for that region.
                                       
Exhibit 5-33: Browse for Document Files
Generating Data Compilation Reports
National Data Compilation
To generate a `National Data Compilation', select the `Generate Reports' link in the navigation tree (Exhibit 5-34). This will open the `Compilation' screen where you can generate compilation reports (Exhibit 5-35).
                                       
Exhibit 5-34: Generate Reports Link
                                       
Exhibit 5-35: Generate Compilation Report Screen
By default, `All Regions' should be selected when first landing on the `Generate Reports' screen. Selecting a `Start Date' will activate the `Generate Compilation' button. To generate a data compilation of all regions (national), with `All Regions' and a `Start Date' selected (Exhibit 5-36) from the respective dropdowns, click the `Generate Compilation' button. The application will then compile a list of all Grants having a Budget Period end-date that falls within the selected fiscal year. For example: If `All Regions' and `FY18' is selected, all Budget Periods in all regions with an end-date of 2018 will be included in the compilation.
                                       
Exhibit 5-36: Region and Start Date Pick Lists
The FGD application will generate the compilation as an excel document (Exhibit 5-37). The excel document follows the same format as outlined in Section 4.4.9 with the exception that the below fields have been added to assist the `OCSPP/OECA Reviewer' users to filter the data.
Region
Grantee
Grant Number
Begin Date
End Date
Status
Report Type
                                       
Exhibit 5-37: National Data Compilation Excel Spreadsheet
NOTE: It is recommended that users utilize Excel's built in filtering and sorting capabilities to review the data. These options can be found under the `DATA' tab.
Regional Data Compilation
To generate a `Regional Data Compilation', select the `Generate Reports' link in the navigation tree (Exhibit 5-38). This will open the `Compilation' screen where you can generate compilation reports (Exhibit 5-39).
                                       
Exhibit 5-38: Generate Reports Link
                                       
Exhibit 5-39: Generate Regional Compilation Reports Screen
To generate a data compilation, select a `Start Date' from the dropdown (Exhibit 5-40). The available options are FY18  -  FY28. Once a year has been selected, click the `Generate' button. The application will now compile all Grants that have a Budget Period with an end date the falls under the date selected. For example: If FY18 was selected, all Budget Periods that had an end date of 2018 will be included in the compilation.
                                       
Exhibit 5-40: Start Date Pick List
The FGD application will generate the compilation as an excel document (Exhibit 5-41). The excel document follows the same format as outlined in Section 4.4.9 with the exception that the below fields have been added to assist the `RPO' users to filter the data.
Region
Grantee
Grant Number
Begin Date
End Date
Status
Report Type
                                       
Exhibit 5-41: Regional Data Compilation Excel Spreadsheet
NOTE: It is recommended that user utilize Excel's built in filtering and sorting capabilities to review the data. These options can be found under the `DATA' tab.
Exporting Individual Grantee Work Plan and Report
To export an individual Grantee Work Plan and Report, refer to Section 4.4.9.
