TEXAS A & M TEXAS A & M UNIVERSITYUNIVERSITY

atat GALVESTON GALVESTON

WEB-BASED WEB-BASED EMPLOYEE PAYROLL EMPLOYEE PAYROLL

ACTIONACTION

(EPA)(EPA)Presented by: Nancy Cook

TABLE OF CONTENTSTABLE OF CONTENTS

Glossary / termsGlossary / terms

EPA & Canopy SymbolsEPA & Canopy Symbols

EPA IntroductionEPA Introduction

LOGON to CanopyLOGON to Canopy

Searching for EPA Searching for EPA DocumentsDocuments

Document SearchDocument SearchEmployee DisplayEmployee DisplayPIN DisplayPIN DisplayEPA Doc DisplayEPA Doc Display

Preparation StepsPreparation Steps

Creating a New EPA Creating a New EPA DocumentDocument

(cont’d)(cont’d)

Preparation StepsPreparation Steps

Step 1 Create the Step 1 Create the documentdocument

Step 2 Document Step 2 Document HeaderHeader

Step 3 Funding Step 3 Funding SourcesSources

Step 4 ValidateStep 4 Validate

Step 5 Net FundingStep 5 Net Funding

Step 6 Close the Step 6 Close the DocumentDocument

Canceling EPA DocumentsCanceling EPA Documents

Recalling EPA DocumentsRecalling EPA Documents

Printing EPA DocumentsPrinting EPA Documents

Glossary TermsGlossary TermsAnnual TermAnnual Term

This defines the period of time this position will be on the payroll and is This defines the period of time this position will be on the payroll and is found in the Position section of the Document Header. For typical full-found in the Position section of the Document Header. For typical full-time budgeted positions, these dates are always 9/1/yy through 8/31/yy.time budgeted positions, these dates are always 9/1/yy through 8/31/yy.

For Teaching and Graduate assistant positions, the term is often different. For Teaching and Graduate assistant positions, the term is often different. The person may be employed just for the fall semester (9/1 - 1/15) or just The person may be employed just for the fall semester (9/1 - 1/15) or just the spring semester (1/16 - 5/31). Faculty are on 9 month appointments the spring semester (1/16 - 5/31). Faculty are on 9 month appointments (9/1 - 5/31). Any term is valid - provided the term is specified in 1/2 month (9/1 - 5/31). Any term is valid - provided the term is specified in 1/2 month increments.increments.

Annual Term ModifierAnnual Term ModifierSometimes the annual term is not continuous. For Sometimes the annual term is not continuous. For example, the Term may be from 9/1 to 8/31, but with a example, the Term may be from 9/1 to 8/31, but with a break for the first summer session. break for the first summer session.

If this is the case, the Annual Term modifier is used. If this is the case, the Annual Term modifier is used. See the drop down list in the Position section of the See the drop down list in the Position section of the Document Header for the options for the term modifier.Document Header for the options for the term modifier.

Glossary Terms Cont’dGlossary Terms Cont’d

EPA DocumentsEPA Documents

Electronic documents created using Canopy. There Electronic documents created using Canopy. There are three types of EPA documents:are three types of EPA documents:

EBREBR for Employee Budget Requestfor Employee Budget Request

EWREWR for Employee Wage Requestfor Employee Wage Request

EGREGR for Employee Graduate Requestfor Employee Graduate Request

EMPLOYEE WAGE REQUESTEMPLOYEE WAGE REQUEST

EWR

Employee Wage RequestStudent WorkersTemporary Wage EmployeesAny employee paid biweekly in a non-

budgeted position.

EGR

Employee Grad RequestGraduate Assistant Non-Teaching (GANT)Graduate Assistant Teaching (GAT)Graduate Assistant Research (GAR)Graduate Assistant Lecturer (GAL)

EBR

Employee Budget Request There are two types of budgeted

employeesBudgeted paid monthly

Faculty Administrative Staff Professional Staff

Budgeted paid biweekly Support Staff

Glossary Terms Cont’dGlossary Terms Cont’d

IterationIterationEach change to the BPP Position database is called Each change to the BPP Position database is called an iteration. The first version of the position at the an iteration. The first version of the position at the start of the fiscal year is iteration 01. Iterations start of the fiscal year is iteration 01. Iterations increment by one over the course of the year. increment by one over the course of the year. Iterations can also be referred to as a history record Iterations can also be referred to as a history record for the position. for the position.

Funding Source LinesFunding Source LinesIn the BPP system, how positions are funded is In the BPP system, how positions are funded is specified in advance.specified in advance.

The funding source lines specify how positions are The funding source lines specify how positions are funded. They specify the account that will pay the funded. They specify the account that will pay the salary and the object code that will be charged on salary and the object code that will be charged on the account. the account.

EPA MODULES HOUSED UNDER CANOPY:EPA MODULES HOUSED UNDER CANOPY:

EMPLOYEES PAYROLL ACTION MODULEEMPLOYEES PAYROLL ACTION MODULEROUTING AND APPROVALS MODULEROUTING AND APPROVALS MODULE

EPA FUNCTIONS INCLUDEEPA FUNCTIONS INCLUDE::

CreatingCreatingModifyingModifyingInquiryInquiryCancelingCanceling

EPA DOCUMENT FORMS ARE:EPA DOCUMENT FORMS ARE:

EBR for Employee Budgeted RequestEBR for Employee Budgeted RequestEWR for Employee Wage RequestEWR for Employee Wage RequestEGR for Employee Graduate RequestEGR for Employee Graduate Request

EPA INTRODUCTIONEPA INTRODUCTION

Click on this button to expand and show more detail.Click on this button to expand and show more detail.

Click on this button to collapse and hide detail.Click on this button to collapse and hide detail.

This symbol indicates that the items in the column can be This symbol indicates that the items in the column can be sorted in:sorted in:

Ascending OrderAscending OrderDescending OrderDescending Order

The double arrow buttons allow you to go back to the firstThe double arrow buttons allow you to go back to the first

rrecord of your search results or to the end of the data.ecord of your search results or to the end of the data.

Use the single arrows under the words “Employee SearchUse the single arrows under the words “Employee Search

Results” to advance the displayed list forward or Results” to advance the displayed list forward or backward.backward.

Expands the column to show additional information.Expands the column to show additional information.

Collapses (hides) the expanded detailed information.Collapses (hides) the expanded detailed information.

Collapses (opens) all sections on the screen.Collapses (opens) all sections on the screen.

Prints the current document cover sheet.Prints the current document cover sheet.

Recalls the current document from routing.Recalls the current document from routing.

Selects a new document.Selects a new document.

Canopy and EPA Symbols

LOGON TO CANOPYLOGON TO CANOPYAccess to canopy is set by the FAMIS Security OfficerAccess to canopy is set by the FAMIS Security OfficerTo Log into Training: http://lab1.sago.tamus.edu/training/canopy/logonTo Log into Training: http://lab1.sago.tamus.edu/training/canopy/logon

To Log on enter:To Log on enter: User IDUser IDPasswordPassword

SubmitSubmitIf you receive a message on the logon page that your password has If you receive a message on the logon page that your password has expired, The New Password box will appear and you will need to type expired, The New Password box will appear and you will need to type in a New Password (must be 8 characters) in a New Password (must be 8 characters)

You will be asked to retype the New Password again to confirm.You will be asked to retype the New Password again to confirm.

Logon Modules:Logon Modules:Select Campus Code from the drop down menu (Galveston)Select Campus Code from the drop down menu (Galveston)

Click on the module - Employee payroll action (EPA)Click on the module - Employee payroll action (EPA)

YOU ARE NOW READY TO BEGIN ENTERING EMPLOYEE PAYROLL ACTIONSYOU ARE NOW READY TO BEGIN ENTERING EMPLOYEE PAYROLL ACTIONS(EPA)(EPA)

Search TAB - - BPP Employee Search

Select “Name (Last, First)” or “UIN/SSN down list.Select “Name (Last, First)” or “UIN/SSN down list. Type the person’s last name (or any portion) or theirType the person’s last name (or any portion) or their

identificationidentification number. number.

Click the Click the “Search Employees”“Search Employees” button. button.

ResultsResults The search results are displayed belowThe search results are displayed belowClick the Click the “S”“S” (Select) button or the Name (link) to view (Select) button or the Name (link) to view

detail detail information.information.

Searching for EPA Documents

Search Tab -- BPP Budget (Positions) SearchSearch Tab -- BPP Budget (Positions) Search

Click on the Click on the ‘Search Budget’‘Search Budget’ button to display the results. button to display the results.

BPP Budget (Positions) SearchBPP Budget (Positions) SearchSelect the desired Fiscal Year from the drop down box. Click the ‘Vacant Only’ box to Select the desired Fiscal Year from the drop down box. Click the ‘Vacant Only’ box to only display vacant positions.only display vacant positions.

Select a Search By option.Select a Search By option.

Click on the blank box and type in the Adloc, PIN, Last Name,Click on the blank box and type in the Adloc, PIN, Last Name, UIN or SSN.UIN or SSN.

Choose the PIN type – ‘All’, ‘Wage Only’, or ‘Budget Only’.Choose the PIN type – ‘All’, ‘Wage Only’, or ‘Budget Only’.

DOC SEARCH TABTo find documents you have started, but not finished, click on the Doc Search Tab and look for the ones with the Status “Open for Editing”.

Log on to CanopyLog on to Canopy http://canopy.tamu.edu..

Enter your FAMIS/Canopy ID and password.Enter your FAMIS/Canopy ID and password.

Click on the Employee Payroll Action Module (EPA) Application.Click on the Employee Payroll Action Module (EPA) Application.

You have some initial questions to answer before you begin the You have some initial questions to answer before you begin the document.document. Is this ACTION for a Wage Position or a Budgeted Position? Is this ACTION for a Wage Position or a Budgeted Position?

Wage Positions pay an hourly rate of pay and are not eligible for benefits. Wage Positions pay an hourly rate of pay and are not eligible for benefits. Wage positions have a PIN number that consists of a TAMUG workstation Wage positions have a PIN number that consists of a TAMUG workstation code G followed by an 8 and numbers automatically assigned by the EPA code G followed by an 8 and numbers automatically assigned by the EPA system, for example, G800044333. system, for example, G800044333.

Budgeted Positions pay a monthly/bi-weekly rate. Budgeted positions are Budgeted Positions pay a monthly/bi-weekly rate. Budgeted positions are entitled to TAMUG benefits, provided they meet all other criteria (Percent entitled to TAMUG benefits, provided they meet all other criteria (Percent effort, etc.).effort, etc.).

Preparation Steps

Preparation Steps Cont’dPreparation Steps Cont’dIs this a New Position or am I taking action on an Existing Is this a New Position or am I taking action on an Existing

Position?Position?

A few hints to make this determination: A few hints to make this determination: New positions are positions where the PIN has not yet been New positions are positions where the PIN has not yet been created. created. If the position is a wage position and the person does not yet If the position is a wage position and the person does not yet work for TAMUG, it is a new position. work for TAMUG, it is a new position. New budget positions will be assigned a new PIN number. New budget positions will be assigned a new PIN number. If the position is budgeted and vacant - you are taking an If the position is budgeted and vacant - you are taking an action on an existing position. action on an existing position.

If this is an Existing Position - do I know the PIN number?If this is an Existing Position - do I know the PIN number? If not, you can use the Search Features to find the correct If not, you can use the Search Features to find the correct PIN number. PIN number.

If this is a change to an existing position, make sure the position If this is a change to an existing position, make sure the position information is displayed on the page before you proceed.information is displayed on the page before you proceed.

Once you have the answers to these questions, you are Once you have the answers to these questions, you are ready to begin.ready to begin.

CREATING AN EPA DOCUMENTCREATING AN EPA DOCUMENT

STEPS:STEPS:

Step 1 Step 1 Create the DocumentCreate the DocumentSet the action * Select document type * Occupant Set the action * Select document type * Occupant

action *action * Position action *Position action * “Create EPA Document“Create EPA Document””

Step 2 Step 2 Document HeaderDocument HeaderDocument information * Attachments * Position Document information * Attachments * Position

information *information * Occupant Information * Rate information *Occupant Information * Rate information * “SAVE CHANGES”“SAVE CHANGES”

Step 3 Step 3 Funding SourcesFunding Sources Save changes *Save changes * click “DONE”click “DONE”

Step 4 Step 4 ValidateValidate

Step 5Step 5 Net Funding Net Funding Click “DONE”Click “DONE”

Step 6Step 6 Close DocumentClose DocumentClick “CLOSE”Click “CLOSE”

Set the ActionSet the ActionClick on the Click on the PIN Disp/Start EPAPIN Disp/Start EPA Tab from the Menu Tabs. Tab from the Menu Tabs.

Next to the Create EPA document button is a drop down list of the possible actions. Next to the Create EPA document button is a drop down list of the possible actions. The following picture shows your choices. The following picture shows your choices.

Following is a description of each of these actions: Following is a description of each of these actions:

New Iteration for this PIN:New Iteration for this PIN:Use when you have an existing position (including vacant & wage positions) Use when you have an existing position (including vacant & wage positions) and you want to make a change to that position. and you want to make a change to that position. This can include (among other things) hiring someone into a vacant position, This can include (among other things) hiring someone into a vacant position, promoting someone into a vacant position, terminating someone from an promoting someone into a vacant position, terminating someone from an active position and performing a funding change to an existing position. active position and performing a funding change to an existing position. Insure you have the position you are performing the action on currently Insure you have the position you are performing the action on currently visible.visible.

New Wage Position:New Wage Position:Use when you are hiring someone into a wage position. Use when you are hiring someone into a wage position.

Step 1 – Create the Document

New Budgeted Position: New Budgeted Position: Use when you have all appropriate Use when you have all appropriate authorization for the new position. Note - most new hires will fall authorization for the new position. Note - most new hires will fall into one of the first two actions - not this one.into one of the first two actions - not this one.

Example of New Budgeted Position – as a copy of this Example of New Budgeted Position – as a copy of this positionposition

• Use when you have all appropriate authorization for the new Use when you have all appropriate authorization for the new position. position.

• This position is just like (New Budgeted Position) - it exists only This position is just like (New Budgeted Position) - it exists only to save you some data entry. to save you some data entry.

• Instead of starting with a blank form, the form will be filled out Instead of starting with a blank form, the form will be filled out from data from a similar position. from data from a similar position.

• The position that is currently visible is The position that is currently visible is the position likethe position like the the position you are creating. position you are creating.

Step 1 – Create the Document Cont’d

Step 1 – Create the Document Cont’dSelect the Document TypeSelect the Document Type

• After making the appropriate selection above, you will see After making the appropriate selection above, you will see the following page. The followingthe following page. The following

picture shows your choices. picture shows your choices.

• Select a Document Type to proceed to the next box, Select a Document Type to proceed to the next box, Recommended Occupant Action.Recommended Occupant Action.

• The drop down lists for the Recommended Occupant Action, The drop down lists for the Recommended Occupant Action, Current Current

Occupant Action, and Position Action are Occupant Action, and Position Action are different for wage different for wage and budget positions.and budget positions.

• Your options in the next box depend on what you chose in Your options in the next box depend on what you chose in the preceding box. The next box may also be filled in for the preceding box. The next box may also be filled in for you.you.

Select the Recommend Occupant ActionSelect the Recommend Occupant Action• The Recommended Occupant Action box may look like this:The Recommended Occupant Action box may look like this:

Select the Current Occupant ActionSelect the Current Occupant Action The Current Occupant Action box may look like this:The Current Occupant Action box may look like this:

Depending on your choice the remaining boxes may have different Depending on your choice the remaining boxes may have different choiceschoices

Select the Position ActionSelect the Position Action The Position Action box may look like this:The Position Action box may look like this:

Click ‘Create Document’ buttonClick ‘Create Document’ buttonOnce you are satisfied with the choices in each of the action boxes, Once you are satisfied with the choices in each of the action boxes,

click the ‘Create Document’ button to create a new EPA document. click the ‘Create Document’ button to create a new EPA document.

This action assigns the document ID and also finalize the create step.This action assigns the document ID and also finalize the create step.

Step 1 – Create the Document Cont’d

If you need to change a selection, push theIf you need to change a selection, push the ‘Reset’‘Reset’ button button and begin again. If you still do not see the correct action and begin again. If you still do not see the correct action or actions, then go back to the or actions, then go back to the Search Search tab and search for tab and search for the correct Name, PIN, or Adloc.the correct Name, PIN, or Adloc.

Step 1 – Create a Document Cont’d

Step 2Step 2 - Document Header- Document HeaderThe document header is comprised of the following sections of the EPA The document header is comprised of the following sections of the EPA document: Document Information, Position Information, Occupant document: Document Information, Position Information, Occupant Information, and Rate Information. Fields that are light yellow and have Information, and Rate Information. Fields that are light yellow and have dash lines are the ones that you can enter information on. Some are dash lines are the ones that you can enter information on. Some are required and some are optional. These sections will be saved together.required and some are optional. These sections will be saved together.

Document InformationDocument Information

DO NOT MARK any of the boxes unless your department head has indicated DO NOT MARK any of the boxes unless your department head has indicated that funding will be made available by the Budget Office.that funding will be made available by the Budget Office.

Action is Effective From -To DatesAction is Effective From -To DatesFill in the starting date of the actionFill in the starting date of the action..

Justification / CommentsJustification / CommentsThe justification comments field accepts 10 lines of up to 74 characters The justification comments field accepts 10 lines of up to 74 characters eacheach

Add AttachmentsAdd AttachmentsElectronic document may be attached. Attachments will be stored with EPA Electronic document may be attached. Attachments will be stored with EPA document and viewable by anyone with right to view.   Authorized document and viewable by anyone with right to view.   Authorized employees in the Payroll, Budget, HR, Grants, and Financial Aid will also be employees in the Payroll, Budget, HR, Grants, and Financial Aid will also be able to view. Documents must be in PDF format.able to view. Documents must be in PDF format.

Position InformationPosition Information

Changes to Adoc should be verified with PayrollChanges to Adoc should be verified with Payroll Changes to Title Code for Budgeted Positions should be Changes to Title Code for Budgeted Positions should be

verified with Human Resources verified with Human Resources

Annual Term Modifier & Annual Term MonthsAnnual Term Modifier & Annual Term Months Annual term months can be modified if the annual term modifier is Annual term months can be modified if the annual term modifier is

“D”. “D”. For all other annual term modifiers, the Annual Term Months will be For all other annual term modifiers, the Annual Term Months will be

calculated and replace whatever you enter. calculated and replace whatever you enter.

Annual Term From-To DatesAnnual Term From-To Dates This is the date of the Position, not the person who is in the position.This is the date of the Position, not the person who is in the position.

Step 2 – Document Header

Occupant InformationOccupant Information

Fill in the employee’s name and social security number as it appears on the Fill in the employee’s name and social security number as it appears on the original Social Security card. You should have the employee present you their original Social Security card. You should have the employee present you their Social Security Card. If the person does not have one available, contact Human Social Security Card. If the person does not have one available, contact Human Resources for a temporary number. If the employee is transferring between Resources for a temporary number. If the employee is transferring between departments, fill in the Occupant in Position From-To and From/To PIN boxes.departments, fill in the Occupant in Position From-To and From/To PIN boxes.

Rate InformationRate InformationChange the Percent Effort and Monthly FTE/Hourly Rate if this position needs Change the Percent Effort and Monthly FTE/Hourly Rate if this position needs any changes. any changes.

Step 2 – Document Header Cont’d

Rate Information (continued)Rate Information (continued)

Choose from the following drop down menus if the highlighted option is not correct:Choose from the following drop down menus if the highlighted option is not correct:

Pay Indicator Pay Indicator Salary ActionSalary Action

Source ControlSource Control Pay TypePay Type

Source Control:Source Control:

Used for splitting pay between accounts when one of the amounts is fixed. System automatically Used for splitting pay between accounts when one of the amounts is fixed. System automatically calculates the percentage effort and allocates. Example: Joe gets $500 fixed amount from account calculates the percentage effort and allocates. Example: Joe gets $500 fixed amount from account ###### out of his total salary of $2600. The other account ****** will have the remainder, and ###### out of his total salary of $2600. The other account ****** will have the remainder, and the percentage efforts of 19% and 81% will be calculated by the system. the percentage efforts of 19% and 81% will be calculated by the system.

Pay Type:Pay Type:

Biweekly – No Insurance (P): This is used for employees with both a budgeted & a wage position. Biweekly – No Insurance (P): This is used for employees with both a budgeted & a wage position. The budgeted position makes them eligible for benefits and should pay for them. The wage The budgeted position makes them eligible for benefits and should pay for them. The wage position should not pay for any benefits. position should not pay for any benefits.

Step 2 – Document Header Cont’d

Save ChangesSave Changes

When you are finished entering, scroll up to the top of the page and click the When you are finished entering, scroll up to the top of the page and click the ‘Save Changes’ button as shown below:‘Save Changes’ button as shown below:

If you receive an error message, go to the field mentioned and make changes. You may also If you receive an error message, go to the field mentioned and make changes. You may also have the option to get additional help by clicking on the blue ‘have the option to get additional help by clicking on the blue ‘additional helpadditional help’ words. ’ words.

Step 2 – Document Header

Edit funding source linesEdit funding source lines

Once the document header has been saved, navigate to the funding Once the document header has been saved, navigate to the funding source part of the document. Click on the ‘Edit Funding Sources’ source part of the document. Click on the ‘Edit Funding Sources’ button to make changes to the funding of the position. button to make changes to the funding of the position.

If you do not have any changes, proceed to Step 4 ‘Validate the If you do not have any changes, proceed to Step 4 ‘Validate the Document’Document’

The edit buttons available are:The edit buttons available are:

EE - Edit this funding source line - Edit this funding source line

Use this function to change any of the fields that are light Use this function to change any of the fields that are light yellow.yellow.

RR - Replicate (make copy) of this funding source line.- Replicate (make copy) of this funding source line.

Use this function to split the Percentage Effort between Use this function to split the Percentage Effort between accounts. accounts. You will Replicate and then Edit both lines.You will Replicate and then Edit both lines.

DD - Delete this funding source line - Delete this funding source line

Step 3 – Funding Sources

Object Codes:Object Codes:The suggested one will be already be highlighted. The suggested one will be already be highlighted.

Funding Sources:Funding Sources:

NOTE:NOTE: Wage Positions now require a percent effort Wage Positions now require a percent effort Percent efforts must be split when on more than one account. One example Percent efforts must be split when on more than one account. One example would be: Joe is paid on account 266100 at 50% effort and on 266146 at 50% would be: Joe is paid on account 266100 at 50% effort and on 266146 at 50% effort.effort.When you have finished with your changes to the funding source (s), click on When you have finished with your changes to the funding source (s), click on the “Done” button.the “Done” button.

Step 3 – Funding Sources Cont’d

You are now ready to validate the document. Validating the document You are now ready to validate the document. Validating the document ‘crosschecks’ the information on the document header and the funding ‘crosschecks’ the information on the document header and the funding source section. source section.

This stepThis step will also check the account (s) for available budget.will also check the account (s) for available budget.

Click the “Validate” button.Click the “Validate” button.

Step 4 - Validation

If the document changes the funding requirements for any account in this fiscal If the document changes the funding requirements for any account in this fiscal year, you will see the net funding section of the document. If there are no year, you will see the net funding section of the document. If there are no changes, you will not see this section.changes, you will not see this section.

You may change the requirement accounts as necessary. If you change the You may change the requirement accounts as necessary. If you change the accounts,accounts, click on theclick on the “Save Net Funding”“Save Net Funding” button. button.

The Net Funding display includes calculations for benefits and longevity.The Net Funding display includes calculations for benefits and longevity.

Net Funding edits stop documents from being processed if sufficient budget is Net Funding edits stop documents from being processed if sufficient budget is not available. not available.

When you are finished, click on the "Done" button.

Step 5 – Net Funding

The document is now ready to be closed and submitted to Routing The document is now ready to be closed and submitted to Routing & Approvals. & Approvals.

The encumbrances post to FAMIS when the EPA document is The encumbrances post to FAMIS when the EPA document is closed. closed.

Once the document is closed it can then be approved and signed Once the document is closed it can then be approved and signed by the authorized individuals for the department or departments by the authorized individuals for the department or departments affected by the funding of your document.affected by the funding of your document.

Click the “Close” button.Click the “Close” button.

Step 6 – Close the Document

How to Cancel an EPA documentHow to Cancel an EPA document

An EPA document can be canceled at any time before it is closed.An EPA document can be canceled at any time before it is closed.

Navigate to the Document Type and Actions section and click theNavigate to the Document Type and Actions section and click the “Cancel” “Cancel” Button.Button.

Other Helpful Information

Other Helpful Information Other Helpful Information Cont’dCont’d

Recalling an EPA DocumentRecalling an EPA Document

Search for the document you want to recall using the Doc Search for the document you want to recall using the Doc Search Menu Tab. Select the document, and displayed will be Search Menu Tab. Select the document, and displayed will be the EPA Doc Display tab. Type in your Recall Comments and the EPA Doc Display tab. Type in your Recall Comments and click on the recall button. You will then be able to edit the click on the recall button. You will then be able to edit the document. You will also be able to cancel the document. document. You will also be able to cancel the document.

Documents can only be recalled if they are still in the Department Routing. Once Documents can only be recalled if they are still in the Department Routing. Once they reach the Processing office, you will not be able to recall it.they reach the Processing office, you will not be able to recall it.

Then you can click on theThen you can click on the “Reopen Document”“Reopen Document” button and go ahead and make button and go ahead and make changes to the document. Then save and validate and do the net funding changes to the document. Then save and validate and do the net funding changes. Then you can close the document and submit it to routing.changes. Then you can close the document and submit it to routing.

Other Helpful Information Other Helpful Information Cont’dCont’d

Printing an EPA documentPrinting an EPA document

Prints the current document cover sheet.Prints the current document cover sheet.

If you experience problems printing an EPA document, If you experience problems printing an EPA document, you may need to make some adjustments to your you may need to make some adjustments to your settings. using Internet Explorer, go to FILE, PAGE settings. using Internet Explorer, go to FILE, PAGE SETUP. Set your margins to .25 for both the right and SETUP. Set your margins to .25 for both the right and left margins and .5 for your top and bottom margins.left margins and .5 for your top and bottom margins.

If you still have problems, you can switch the layout of If you still have problems, you can switch the layout of the page to LANDSCAPE.the page to LANDSCAPE.