eFSAP Document Upload - select agents
Transcript of eFSAP Document Upload - select agents
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Federal Select Agent
Program Training
eFSAP
Document Upload
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File Upload Details
Users are able to upload files to eFSAP from the entity’s home page and from within Forms 1, 2, 3, and 4
• Non form-associated files (e.g., documents related to inspections)are uploaded from the home page.
• Files associated with Forms 1-4 are uploaded from within thespecific sections of each form.
• The file upload feature supports close to 700 different file types(e.g., .pdf, .doc, .rtf) and automatically generates unique documentversions to prevent overwrite.
• After file upload, users are able to see the review status of thedocument (e.g., under review by FSAP, review complete).
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Non Form
Inspection
Entity Select Agent and Toxin
Program Documents
Form 5 PolicyRestricted
Experiments/Exclusions
Facilities Other
Non Form-associated UploadsFiles not related to Forms 1-4 are organized into seven categories: Inspection, Entity Select Agent and Toxin Program Documents, Form 5, Policy, Restricted Experiments/Exclusions, Facilities, and Other.
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Entity Select Agent and Toxin Program DocumentsThe graphic on the left shows the hierarchy of non-form document options, and the image on the right shows how the information is displayed in eFSAP.
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InspectionEntity .. Program
DocumentsForm 5 Policy Restricted
ExperimentFacilities Other
You will see hierarchy charts throughout the presentation – keep in mind that they are a representation of the options in eFSAP.
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Entity Select Agent and Toxin Program Documents Sub-Category
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Non Form-associated UploadEntity personnel, including those with read-only access, can upload non-form files from the home page.
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File ClassificationUse the dropdowns to identify file category.
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Further classify the file using the sub-category menus.
File Classification Sub-Category
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The year is only required for Entity Select Agent and Toxin Program Documents.
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Enter a description for the document.
File Classification Description
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The description here is optional. A description is only required when “other” is the selected category.
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Uploading a File
1. Click Choose file
2. Select the file
3. Click Open
4. Click Upload
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File Upload StatusA message will display confirming a successful upload.
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Click Close to continue.
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Document Library The uploaded file will appear in the document table.
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Document LibraryThe document table shows the most recent documents uploaded. organized into categories
• Original Name – Title of the uploaded file• Unique Document Identifier– An abbreviation of the metadata contained in the
file• Uploaded Date – Date the file was uploaded• Uploaded By – The person who uploaded the file• Document Category – The initial dropdown selection (for non-form documents),
or Form 1, 2, 3 or 4• Review Status – The review status of the document (not yet reviewed, under
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Unique Document IdentifierThe Unique Document Identifier is automatically generated upon upload based on how the document is classified.
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Unique Document Identifier (continued)
The selections made when uploading a file make up the Unique Document Identifier (entity name and application number is hidden metadata).
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Document Versioning
eFSAP has the ability to store multiple versions of a file.
For example, an RO uploads a document titled “Biosafety Plan” in May 2018. If, in July 2018, the RO uploads an updated copy of the same document, eFSAP will automatically label the second document as Version 2.0 and indicate the initial document is Version 1.0.
• For versioning to occur, files must have the same original name,category and sub-categories. The descriptions do not have to bethe same.
• Files must also be the same type. For example, two worddocuments, not a word document and a pdf.
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Document Versioning Download
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To download or open a file, click the blue arrow.
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Document with Multiple Versions
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To download or open a file, click the blue arrow. If the file has multiple versions, all will be shown. Select the blue arrow next to the version you would like to open or download.
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Document Review StatusThe review status is automatically set to “not yet reviewed” when a file is uploaded. When appropriate, a FSAP representative will change the status to “under review” and “review complete”.
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Document Grid Table – Search and Sort
Users have the ability to search and sort information in the grid table.
Use the spaces under the category to search.
Search the entire table
Use the dropdown arrow to sort ascending, descending or hide the column.
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Document Grid Table - Document Folders Files are automatically placed in folders according to the Document Category.
As files are added, the number increases. 21
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APHIS/CDC Form 1-4 Uploads
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Form 1 Uploads
Select View.
To begin uploading a Form 1 file, select Form 1 from the home page.
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Form 1 Uploads – Section Selection Click on the section the file is associated with.
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Form 1 Uploads-Section 6
Uploads are organized in chronical order with most the recent date listed first.
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Form 1 – Section 6 File ClassificationSections 6, 7a/c, and 7b have sub-categories
After making the appropriate selections, the file can be uploaded.
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Form 1 - Section 7a/c and 7b Sub-CategoriesSections 6, 7a/c, and 7b have sub-categories.
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Form 2 Uploads
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To begin, select the Form 2 and section with which the file is associated.
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Form 2 Upload
Select the upload tab found at the bottom of the page.
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Form 2 Upload the File
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Form 3 Uploads
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Select the Form 3 with which the file is associated.
The remainder of the upload process follows that of Forms 1 and 2.
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Form 4 UploadsForm 4 files are uploaded from within a specific Form 4.
Select the Form 4 with which the file is associated.
The remainder of the upload process follows that of Forms 1, 2, and 3.
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Additional Contact Information
For technical assistance with eFSAP, or for assistance with the SecureAsset Management System (SAMS), please submit a help request ticket ateFSAP Customer Support Request Form, email [email protected],or call 1 (877) 232-3322.
For all other inquiries regarding your entity’s registration, please contactyour designated FSAP point of contact (POC).
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Reference Material:File upload options
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Form 1Files associated with Form 1 are uploaded at the bottom of each Form 1 section.
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Form 2
Form 2
Supporting Documentation
Response to Request for Information
Other
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Form 3
Form 3
Response to Request for Information
Other
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Form 4
Form 4
Response to Request for Information
Other
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Non-Form Uploads - Inspections
Non Form
Inspection
Entity Select Agent and Toxin
Program Documents
Form 5 PolicyRestricted
Experiments/Exclusions
Facilities Other
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Inspection Sub-Categories
Inspection
Pre-Inspection Documents
Inspection Documents
Post-Inspection Documents
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Inspection Sub-Categories List
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Non Form
Inspection
Entity Select Agent and Toxin
Program Documents
Form 5 PolicyRestricted
Experiments/Exclusions
Facilities Other
Non-Form UploadsFiles not related to Form 1-4 are organized into seven categories: Inspection, Entity Select Agent and Toxin Program Documents, Form 5, Policy, Restricted Experiments/Exclusions, Facilities, and Other.
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Entity Select Agent and Toxin Program Documents – Sub-Category List
Entity Select Agent and Toxin Program
Documents
Access Permissions
Allergy Prevention
Program Information
Allergy Prevention
Program Record
Animal/Plant Accounting
Record
Biosafety Drill/Exercise
Documentation
Biosafety Plan
Biosafety Plan Review
Biosafety Risk Assessment
Biosafety SOP
Biosafety SOP Review
BSC Certification
Chemical Hygiene Plan
Chemical Hygiene Plan
Review
Decontamination System
Information
Decontamination System
Validation
Discrepancy Explanation
Due Diligence Record
Entity Self Inspection
Exhaust HEPA
certification
Facility Initial Verification
Facility Re-Verification
Fit Testing Record
HVAC Information
IACUC Document
IBC Document
Inactivation Certificate
Inactivation Protocol
Incident Response
Drill/Exercise
Documentation
Incident Response Plan
Incident Response Plan
Review
Incident Response Risk
Assessment
Incident Response SOP
Incident Response SOP
Review
Insider Threat Awareness
Information
Insider Threat Awareness
Record
Intra-entity Transfer
Record
Inventory Record
Occupational Health
Program Information
Occupational Health
Program Record
Other Standard Operating
Procedure
Other Standard Operating
Procedure Review
Quarantine Information
Quarantine Record
Respiratory Protection
Program Record
Respiratory Protection
Program Information
Security (Plan) Risk
Assessment
Security Drill/Exercise
Documentation
Security Plan
Security Plan Review
Security SOP
Staff Access Records
Staff Training Curriculum
Staff Training Record
Tier 1 Suitability
Information
Tier 1 suitability Record
Visitor Access Record
Visitor Training
Curriculum
Visitor Training Record
Other
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Form 5
Non Form
Inspection
Entity Select Agent and Toxin
Program Documents
Form 5 PolicyRestricted
Experiments/Exclusions
Facilities Other
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Form 5
Form 5 Sub-Categories
Form 5
Completed Form 5
Form 5 Correspondence
Other
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Non Form
Policy
Non Form
Inspection
Entity Select Agent and Toxin
Program Documents
Form 5 PolicyRestricted
Experiments/Exclusions
Facilities Other
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Policy Sub-Categories
Policy
Request for Regulatory
InterpretationOther
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Non Form
Restricted Experiments/ Exclusions
Non Form
Inspection
Entity Select Agent and Toxin
Program Documents
Form 5 PolicyRestricted
Experiments/Exclusions
Facilities Other
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Response to Request for Information Sub-Categories
Restricted Experiments/Exclusions
Request for ExclusionRequest for Restricted
ExperimentResponse to Request
for Information
Restricted Experiment Exclusion Inactivation Other
Other
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Non Form
Facilities
Non Form
Inspection
Entity Select Agent and Toxin
Program Documents
Form 5 PolicyRestricted
Experiments/Exclusions
Facilities Other
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Facilities Sub-Categories
Facilities
FloorplanHVAC
SchematicCommissioning
DocumentsPlumbing Schematic
Other
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Other
Documents can also be uploaded as “Other”.
Non Form
Inspection
Entity Select Agent and Toxin
Program Documents
Form 5 PolicyRestricted
Experiments/Exclusions
Facilities Other
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