ePMA SAM Resources

Notice to Users:

The ePMA System has been taken offline.

An Interim Process for Submitting FWPs to the Office of Science
is Available Now.

Please go to this site's Home page for more information.

As a Site Administration Manager (SAM), you are an important person in the success of the ePMA system.

This page will help you carry out your SAM duties by providing a one-stop location for training and reference materials, forms, contact information and much more. You will find resources for ePMA SAMs, including Webinars, documents, and forms on the implementation, training, and ongoing support of the ePMA system.

On-Line Training Depot

Please note that the on-line training tutorials were prepared when the application was known as ePME. We have not been able to update them to reflect the changes to Release 3, deployed in February 2006. However, the tutorials will provide you with a working knowledge of the ePMA system. Visit our On-line Training Depot for an introduction to the basics of the ePMA application.

eIDK Production Release XML Schema Download

Click here for the eIDK download page.

How-to Documents

Note: To open a document, left click on the link, to save a document, right click and select "Save Target As..."

• Linking Proposals document 2/1/07 [PDF] [Word]
• Office of Science Guidance to National Laboratories for the FY 2009 Field Budget Call [PDF] [Word]
• EERE Guidance to National Laboratories for the FY 2009 Field Budget Call 1/31/07 [PDF] [Word]
• ePMA Release 3 Differences [PDF] January 26, 2006
• ePMA New Account Quick Reference Guide [Word] November 24, 2004
• Role Decision Tool [Word], October 19, 2004
• SAM Administration for ePMA [Word] (overview) October 19, 2004

Forms

• Software Change Request (SCR) Form, Rev. 3.0, April 2006 [xls]
  • Visit the SCR Status page to see current SCRs

User Account Forms

• Non-Licensed PI Form, Rev. 2, April 2006 [doc]
  • For adding non-licensed/user PIs to your drop down lists. These PIs will not have IDs and passwords issued to them.
• IP Address Information for Internet Access to ePMA, Rev. 2, August 2007 [doc]
• New User Certification Form, Rev. 2, April 2006 [doc]
  • Contains the ePMA User Certification form.
  • and the Certification of Timesharing LOGON ID Owner Responsibilities (DOE F 1450.5A) form.
• User Access Request Form, Rev. 2, April 2006 [xls]
  • E-mail completed form to ePMA Security Mananger

Webinars

Webinars are designed to keep users informed of the latest ePMA application updates. New users are encouraged to visit our On-Line Training Depot for an introduction to the ePMA application. Unless otherwise noted, these are streaming multimedia files which require Macromedia Flash.

• Software Change Request (SCR) Process March 28, 2006 All SAMs (47 mins.)
  • Printable PowerPoint reference materials
• Search Capabilities February 23, 2006 Org level-HQ (32 mins.)
  • No PowerPoint materials-a live demonstration
• Workflow February 6, 2006 Org level-Site Office and HQ (29 mins.)
  • Printable PowerPoint reference materials
• Workflow February 2, 2006 Org level-Labs (18 mins.)
  • Printable PowerPoint reference materials

Note: the January 23-30, and February 1, 2006 Webinars do not include a PowerPoint file because a majority of the Webinar was a live demonstration of the ePMA application.

• Review Proposal February 1, 2006 Org level-Site Office and HQ (34 mins.)
• Review Proposal January 30, 2006 Org level-Labs (33 mins.)
• Assign Team January_26,_2006 Org level-Site Office and HQ (25 mins.)
• Assign Team January_25,_2006 Org level-Labs (30 mins.)
• Create A Proposal-January 23, 2006 Org level-Labs (59 mins.)

ePMA Security Manager

For New User Accounts, SAMs should save the form in Microsoft Excel format and send it as an attachment to the ePMA Security Manager.

Resources Archive

Contains archived resources for ePMA SAMs which are still relevent, but may not be needed on a daily basis.

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