Emergency Management Enterprise Data Management …

Enterprise Data Management System

(EDMS) User Guide

Enterprise Data Management System (EDMS) User Guide

TABLE OF CONTENTS

Create & Verify a New EDMS SharePoint Account

3

Set-up or Update Your EDMS Membership Profile

6

Log In & Navigate the EDMS Home Page

9

Identify EDMS Webparts & Modify Views

11

Access & Navigate Site Collaboration Pages

16

Modify & Manage Files in Site Document Libraries

19

Set & Manage Alerts on Site Documents, Lists or Events

22

Modify & Manage Site Calendar

26

Page 2 | EDMS User Guide

Visit the EDMS Help page for additional quick guides. You can also contact EDMSsupport@nnsa. or call (505) 845-4936 for further assistance.

Create & Verify a New Enterprise Data Management System (EDMS) SharePoint (SP) Account

Complete the following steps to access, create and verify a new EDMS SP account.

Step #1: Enter https://

1

2

sp.eota. into

your browser URL bar and

press the Enter key

Step #2: Click on the Log In/New User button

Quick Tip...

This account will give you access to both EDMS and EMI SIG SharePoint Sites.

Step #3: Click on the New

Users link to create an

account

3

Page 3 | EDMS User Guide

Create a New EDMS Account

Step #4: Enter your current Basic Information

Step #5: Click on the arrow to open and select your Affiliation

Who's EMI SIG Professional Affiliate?

Vendors who provide products/services that directly support current DOE/NNSA emergency management initiatives/tasks at HQ, DOE/NNSA fields offices, contractor sites, or facilities.

Federal, Tribal, State, County or Municipal Emergency Management Members who have mutual aid agreements or interdependence with DOE/NNSA sites/facilities.

Step #6: Enter & Verify a Password that complies with all the complexity requirements

Take Note!

Read the EDMS User Code of Conduct for the terms of agreement and General User account responsibilities.

Step #7: Read the EDMS

7

User Code of Conduct

before, you check this

agreement box

Step #8: Click on the Submit Registration button

Refresh

The page will refresh with this confirmation message.

Page 4 | EDMS User Guide

4 5 6

8

Verify Your EDMS Account Step #9: When you receive this EDMS Account Verification email, click here to verify your account

Refresh

After you've clicked the link provided in the email, the EDMS page will open with this verification message.

Oops!

If you receive an "Activation Failed" message, please contact our helpdesk at (505) 845-4936.

What are my options?

Once you receive this Account Approval email, click on the links provided to access quick guides that will help you navigate and access tools in both the EDMS and EMI SIG SharePoint Sites.

9

EDMS Account Approved

Page 5 | EDMS User Guide

Set-Up or Update Your EDMS Membership Profile

Complete the following steps to access, set-up and or update your EMI SIG Membership Profile in the EDMS.

Access Your EDMS Profile

Step #1: From the EDMS SharePoint Site, click on the Edit My Profile button to open your profile page

What are

1

my options?

You can also access your EDMS Profile by...

A? Clicking on the Edit My

Profile icon on the EMI SIG SharePoint Site

B? Selecting EDMS Profile

from the drop-down menu under your name in the upper right corner.

Verify Your User Information

Step #2: Verify your user

information and enter your

current Phone number

2

Step #3: Select your

Affiliation, Agency and

Site from the dropdown menus

3

Refresh

Any changes made will be automatically saved.

Page 6 | EDMS User Guide

Confirm Your

Subcommittees

4

Step #4: Click on the Subcommittee tab to view and manage your subcommittee memberships and email alerts

What are my options?

A? Click Withdraw to leave

a subcommittee

B? Click Request Member-

ship to join a subcommittee, you'll receive a confirmation email once this request has been approved

C? Uncheck or check any

Receive Alerts boxes to be removed from or added to any subcommittee mailing lists.

Check Your Activities Step #5: Click on the Activities tab to view and manage your activity notifications

Take Note!

Check or un-check any of the enrollment boxes to receive activity alerts.

Page 7 | EDMS User Guide

A B 2 C

5

Change Your Password Step #6: Click on the Security tab to change your password

B

What are my options?

If you make any changes, be sure to...

A? Your new password

adheres to all password requirements.

B? Click on the Update

Password button to save changes.

Submit a Message Step #7: Click on the Messages tab to chat with the EDMS Data Manager or review any actions taken on your profile

Take Note!

Enter your message into the text field and click on the Send Message link to submit a message to the EDMS Data Manager.

6 A

7

Page 8 | EDMS User Guide

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