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© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen Peneguy, Access Sciences Jeff Baker, LDEQ Durwood Franklin, LDEQ

LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

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Page 1: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

© 2013 Access Sciences Corporation All rights reserved.

LDEQ's Electronic Document Management System (EDMS)

September 17, 2013

Ellen Peneguy, Access Sciences

Jeff Baker, LDEQ

Durwood Franklin, LDEQ

Page 2: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

© 2013 Access Sciences Corporation All rights reserved.

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What is LDEQ’s EDMS?

• EDMS – Electronic Document Management System

• LDEQ’s electronic repository of official records that have been created or received by the Agency

• Available to all employees and the public

• http://edms.deq.louisiana.gov

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What are the benefits of the EDMS?

• Quicker access to all LDEQ documents

• No keeping up with paper records

• More than one person can view a document at one time

• Documents are more secure

• Since it’s been on the Internet, it has reduced the number of public records requests by over 50%

• Easy to send documents to EDMS– electronic or paper are accepted

Page 4: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

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What can you find in the EDMS?

• Photographs

• Color documents

• UST registrations

• Ground water monitoring reports

• Field interview forms

• Corrective action plans and reports

• Risk evaluation reports

• RECAP reports

Page 5: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

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Searching

To begin searching for documents, enter information in the fields on the document search screen.

For a broad search, fill in one or two fields.

To narrow a search, fill in more fields.

Text fields are not case sensitive

Page 6: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

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Wildcards

Use one or more wildcards (*) in text fields to expand search

Not needed at beginning or end of text

Use between words instead of a space

May substitute for any number of characters

Page 7: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

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Lookup AI

• Opens the AI Search screen

• Not case sensitive

• Wildcards (*) may be used in text fields

• Enter the available search information. Click Run.

Page 8: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

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AI Name

• Enter the facility name

• Use wildcards when unsure of spelling

Page 9: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

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Master ID

Enter a known AI number to find the name and physical and/or mailing addresses for a facility.

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Alternate ID

• Enter a permit number to find which AI it is associated with

• In place of dashes in permit numbers, use a wildcard

• i.e. LAD*9857

Page 11: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

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Address

• Enter a complete or partial address

• Avoid entering Dr., St., Ave., etc.

• For mailing addresses, use p*o*box

• Enter a zip code to generate list of all facilities in an area

Page 12: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

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Type

• Select a type of facility from the drop down list

• May provide only partial results, depending on the information available in DEQ database (TEMPO)

Page 13: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

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Region/Parish/ Municipality

• Select from drop down boxes to generate a list of facilities in an area

Page 14: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

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AI Search Results Screen

Click the checkbox to select the desired AI(s).

Click Return to Document Search.

AI(s) will automatically be entered on the Document Search screen.

Page 15: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

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Topic Files

• EDMS also has some AI numbers which are related to topics

• 171235 – UST General Topic File

• Contains all documents and associated correspondence related to EPA, contractual non-AI specific, QAPP, and UST certified worker program.

Page 16: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

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Date

Choose a date format from the drop down box. ◦ Between: Enter start

and end dates.

◦ Before

◦ After

◦ Equals: For exact date only.

Page 17: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

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Document ID

Each document has its own identification number – Document ID.

Use this field to search for one or more specific documents.

Page 18: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

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Media

Media are specific environments which are the concern of regulatory activities (i.e. air).

Click on desired media to select it.

For all pick list boxes, hold Ctrl key to make multiple selections.

Page 19: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

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Function

• Function provides a list of the different functions performed by LDEQ.

Page 20: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

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TEMPO Activity Number

TEMPO is a DEQ database.

Use a semicolon to separate multiple TEMPO Activity Numbers.

Page 21: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

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Description

Enter complete or partial description

Do not press the Enter key at the end of the description field

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Document Type/Subtype

Types are categories of documents.

Subtypes are more specific than types.

Only the subtypes applicable to selected types will appear in the drop down box.

Page 23: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

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Document Search Results

Click the Document ID (in green) to open a document.

To scroll through the results: ◦ Green arrow buttons

at the top of the page

◦ Page numbers at bottom of page

Page 24: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

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Document Search Results

Change the number of results displayed per page using the drop down box.

Choices range from 10 to 500.

Page 25: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

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Sorting Results

Sort results by any field by clicking on the column header.

Click again to reverse the order of the sort.

Page 26: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

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Viewed/Selected Documents

Documents that have been viewed appear with an orange number.

To select documents for another use, click the check box.

Page 27: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

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• To download documents, select desired documents.

• Click Download Selected Documents button.

• Download up to 10 documents at once.

Download Documents

Page 28: LDEQ's Electronic Document Management System …...© 2013 Access Sciences Corporation All rights reserved. LDEQ's Electronic Document Management System (EDMS) September 17, 2013 Ellen

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To export results to an Excel file, click: ◦ Export Page

Results, or

◦ Export All Results.

Exporting Search Results

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Click three triangles to collapse right side panel.

First panel contains links to download document, e-mail document link, or report document errors to DEQ.

References point to additional pages related to the document.

Viewer Features

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• Right click over a document to display hidden menu.

Viewer Features

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To get help, click Contact Us in the Help menu.

Choose a type of feedback from the drop down box.

Enter your feedback in the Message field.

Click Send. During business

hours, someone will usually respond within minutes.

Contact Us

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Ellen Peneguy

Access Sciences Corporation

[email protected]