Environmental Protection Agency
Toxics Release Inventory Reporting
RY 2012 TRI-MEweb Enhancements Tutorial Transcript

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RY 2012 TRI-MEweb Enhancements Tutorial

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Slide 76 - This concludes the RY 2012 TRI-MEweb Enhancements Tutorial.



Slide 1 - Title Screen
Welcome to the TRI-MEweb RY 2012 Enhancements Tutorial. This tutorial will provide an overview of the most recent enhancements to the TRI-MEweb application. The total running time of this tutorial is approximately 24 minutes.

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Slide 2
Changes to the TRI-MEweb Application for Reporting Year 2012 support users in meeting the most recent regulatory requirements, including the reporting of Bureau of Indian Affairs Codes for facilities located in Indian Country. This version of TRI-MEweb includes a pollution prevention enhancement to assist in an accurate calculation of production ratios or activity indices through a newly designed wizard tool, as well as, new Source Reduction alerts notifying preparers of EPA's most pertinent pollution prevention reporting guidance. User interface enhancements include a user prompt when a facility is accessed for the first time during a new Reporting Year to verify that no changes in Facility Information are required, which will ensure accurate reporting and minimize the need for EPA follow-up with facility representatives. TRI-MEweb's "Activities and Uses" page has been modified in format and integrates EPA definitions and examples to assist form preparers in selecting accurate and comprehensive chemical uses that occur on-site. Another interface change allows preparers to delete off-site transfer locations from the drop down lists located in Section 6. Lastly, data quality enhancements for TRI-MEweb RY2012 include an aggregated Total Quantity Released Value on the "Chemical Form Summary" page, an additional validation method which allows users to navigate through all critical and possible errors without returning to the Validate tab each time, and the ability to easily comment on data quality alerts if explanations are necessary. This tutorial will brief users on these listed changes and identify sources of additional information to aid those preparing their annual TRI chemical forms.

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Slide 3
Let's review the addition of Bureau of Indian Affairs Codes (BIA Codes) to support the Tribal Reporting requirement.

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Slide 4
EPA finalized a rule on April 19, 2012, which require facilities located in Indian Country to submit TRI reports to EPA and the appropriate tribal authority, rather than to the state. However, the reporting facility is responsible in determining whether or not they are located within Indian Country boundaries. TRI-MEweb allows preparers to associate Facility Information with a Bureau of Indian Affairs code or BIA code through a search tool provided on the Facility Information Page. This enhancement supports the rule's regulatory intent giving Tribal Authorities the equivalent powers of states and governors as outlined in the statute in EPCRA 313(b)(2) and (e)(2). Visit the TRI Reporting in Indian Country Web site to learn more about the final rule.

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Slide 5
To associate a BIA code with your facility, click on the "Prepare" tab and the "Select Facility" sub tab. Select the radio button of the desired TRIFID and click "Next".

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Slide 6
Under the Facility Information Summary Page, click Edit for the Form A/R Part I Section 4.1, entitled Facility Name and Address.

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Slide 7
Select the "My Facility is located in Indian Country" check box, next to the BIA Code field...

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Slide 8
...and click on the new "Add BIA Code" link to begin using the query tool to find the BIA code that will be needed by reporting facilities located in Indian country.

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Slide 9
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Slide 10
Enter the Indian Country Name or BIA code into the relevant search field and click "Search" to display the results in the list.

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Slide 11
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Slide 12
In this example, we entered "(033)" to obtain the "Mohegan Indian Tribe of Connecticut" in the Results list, user must Highlight it and click "Add Selected."

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Slide 13
...the BIA Code has been added to the Facility Name and Address Page. To edit the BIA Code entered, users may select the "Edit BIA Code" Link to return to the "Associate Facility with an Indian Country" Page.

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Slide 14
TRI-MEweb has a variety of new enhancements to assist TRI form preparers in reporting pollution prevention (or P2) information occurring on-site. Let's review the new Production Ration Wizard.

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Slide 15
EPA is reinforcing the value and ease of Pollution Prevention (P2) activities and reporting, through the addition of a wizard tool and supporting guidance to assist with the accurate calculations of Production Ratio and/or Activity Index values. The ratio represents a relationship of chemical releases and production variable(s) based on prior and current year value comparisons. Preparers may utilize this voluntary tool within TRI-MEweb via single variable or weighted multi-variable worksheets. To learn more about this enhancement, please review the "Pollution Prevention" Tutorial.

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Slide 16
The wizard can be found on the "Production Ratio or Activity Index" Page within the "Source Reduction and Recycling" portion of Form R preparation. To calculate the Production Ratio or Activity Index, select the Single Production or Activity Variable radio button if you are using one variable or the Multiple Variables radio button if you have more than one variable. Then, click the "Use Wizard" button.

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Slide 17
The single variable worksheet allows the user to select the metric they are using, the Production Ratio or Activity Index, at the top of the page. In the worksheet portion of the wizard, enter the name of the production variable being used.

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Slide 18
Enter the prior and current year variable values..

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Slide 19
..and click "Calculate" to generate the production ratio.

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Slide 20
EPA encourages you to check the "Include Production Variable in Section 9.1" box to have TRI-MEweb automatically include your calculation variable into the Miscellaneous Information Section 9.1. Click "Next" to return to the "Production Ratio or Activity Index" Page.

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Slide 21
The value of the Production Ratio or Activity Index calculated in the wizard is displayed in the field, and the variable used is displayed in the miscellaneous text field. Users may modify or expand upon the description of the variable imported into the Section 9.1 text field. To learn more about this new wizard tool, visit the "Pollution Prevention" tutorial.

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Slide 22
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Slide 23
Let's review the new Pollution Prevention Alerts in TRI-Meweb.

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Slide 24
New pollution prevention messages alert preparers when large decreases in releases are reported along with increases in production without any source reduction activity on-site, encouraging source reduction reporting. Alert messages are triggered in two locations when current year releases decrease by 35% or more, the production ratio is 1 or greater, and no source reduction activities are reported. EPA is denoting the importance and encouraging the reporting of Pollution Prevention efforts occurring on-site during the year. This information will be made available for public review, benefitting the facility's public image.

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Slide 25
TRI-MEweb will display the alert message when prior and current year waste values differ by more than 35%. And...

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Slide 26
...the Production Ratio or Activity Index reported is greater than or equal to 1, and when the user fail the third condition to...

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Slide 27
...report source reduction activities by selecting the "Not Applicable" check box.

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Slide 28
An alert message in red text will appear at the top of the page, which notes that release values you have reported suggest source reduction activities may have occurred on-site. If any were implemented, please de-select the "Not Applicable" check box and report the appropriate source reduction codes. If you did not implement any source reduction activities on-site...

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Slide 29
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Slide 30
If any were implemented, please de-select the "Not Applicable" check box and report the appropriate source reduction codes. If you did not implement any source reduction activities on-site, TRI-MEweb allows you to explain why no source reduction activities were reported despite the large decrease in chemical release values. To do this scroll down and enter text into the "Section 8.11 Optional Pollution Prevention Information Text Field."

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Slide 31
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Slide 32
If the preparer chooses not to provide an explanation, and continues form preparation by clicking next...

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Slide 33
...a second alert will display to the preparer on the actual "Optional Pollution Prevention Information" Page. Users have a second chance to publicly highlight their Pollution Prevention efforts or to explain why the decrease in releases occurred on-site without source reduction activities.

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Slide 34
Let's review the interface change that prompts users for any changes to their facility information when importing prior year data into TRI-MEweb.

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Slide 35
TRI-MEweb now prompts users with a facility information verification window during the first utilization of the Import Prior Year data option on the "Select a Form" Page or the "Chemical Form Summary Table" on the "Welcome" page. The prompt box requests verification that the facility name and physical location has not changed, as well as, verification that the facility is not located in Indian Country. Preparers may verify changes have not occurred or may select the corresponding "Edit" button to modify facility information as necessary. This enhancement will ensure accurate facility information is reported and preparers do not overlook BIA code reporting.

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Slide 36
Upon Accessing the "Select A Form" Page for the first time within a given reporting year, users will be prompted with the "Facility Information Change Box".

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Slide 37
If facility information has changed or you need to add a BIA Code to meet Tribal Reporting Requirements, select the "Edit" button corresponding to the appropriate statement. If your facility physically changed location in RY 2012, TRI-MEweb will assist you to obtain a new TRI Facility ID or TRIFID for your reporting facility. If your facility name and physical location information has not changed and your facility is not located in Indian Country, verify by clicking "OK" to return to the "Select a Form" Page.

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Slide 38
This prompt also occurs when selecting the "Import Data" from the "Welcome" Page's "Chemical Form Summary Table" for the first time within a given reporting year.

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Slide 39
Let's review the enhanced interface for chemical activity and use reporting.

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Slide 40
TRI-MEweb has modified the questionnaire format for Chemical Activity and Uses Reporting to solicit toxic chemical production, manufacturing, and otherwise use occurring on-site. The revised format now asks preparers a series of questions regarding on-site chemical activity and uses that contain hyperlinked definitions. The selection of manufacture, process, or otherwise use will expand relevant subcategory questions. This enhancement clarifies the chemical activities and uses that occur on-site for accurate reporting and future data analysis.

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Slide 41
Review the questions listed, if you require additional guidance describing the activity definition, click on the hyperlinked words for definitions and examples.

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Slide 42
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Slide 43
If the answer to any of the listed questions is yes, select the "Yes" radio button to expand the subcategory series of uses questions.

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Slide 44
Select "Yes", to all sub-questions that apply to uses of the chemical that occurred on-site anytime within the calendar year.

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Slide 45
Let's review the interface enhancement that allows users to delete off-site transfer locations reported in Section 6.

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Slide 46
TRI-MEweb has modified the interface of off-site transfer reporting to POTWs or Other Off-site locations in Sections 6.1 and 6.2 to allow preparers to delete transfer locations from the dropdown list of available locations. Preparers may delete added transfers by selecting them from the dropdown lists and selecting a new "Delete Selected" button. This enhancement will allow facilities to remove locations that may no longer be used, have closed, or changed information. It may also avoid listing unwanted or invalid POTWs or RCRA ID transfers that EPA would otherwise need to reconcile.

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Slide 47
To remove a location from your list of off-site transfers, expand the dropdown and select the desired location.

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Slide 48
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Slide 49
Once the location is visible in the "Choose a POTW or Transfer Location" field, click the "Delete Selected" button.

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Slide 50
Verify that you would like to remove the selected facility from your transfer list and click "OK."

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Slide 51
A message will note the successful deletion of the location at the top of the page and it will no longer appear in the dropdown list.

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Slide 52
TRI-MEweb has made enhancements to improve the quality of data reported, let's review the enhancement that provides aggregate values of total quantities released.

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Slide 53
TRI-MEweb now provides users with Total Quantity Released (TQR) values, which are displayed to the public through EPA's Envirofacts after forms have been certified and processed by EPA. TQR values do not always mirror quantities reported on TRI forms. This enhancement illustrates how release values submitted via TRI reports differ from the publically displayed TQR values.

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Slide 54
The section summary pages are displayed after a user completes sections 5 and 6 of the Form R under the "Prepare" tab and in the chemical form summary page, prior to moving onto the next section of the form. This screen shows the summary of Section 5, listing all individually reported on-site Releases and Disposals and the total quantity value.

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Slide 55
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Slide 56
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Slide 57
The Form R Section Summary Pages display the total release and disposal values reported within that section and also allow users to review and edit the releases, disposals, waste managed, or transfers they reported within that section. If a user identifies an incorrect entry, they may correct it by selecting the "Review/Edit" button associated with the release in question.

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Slide 58
To review the Total Quantity Released for the entire "Chemical Form Summary", click the "Summary" section under the "Prepare" Tab. The "Chemical Form Summary" Page will aggregate the Total Quantity Released Value at the top of the Summary Page. The Summary page also allows users to compare their prior reporting year data, next to the current year values reported. Users may also utilize the "Edit" buttons associated with each individual release entered during form preparation to review and modify any incorrect values. Note that if you select a range code instead of providing a value in pounds (or grams for dioxin reporting), the midpoint of the range code will display as the quantity released.

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Slide 59
Lets review the new Validation Enhancement that allows users to Enter an Error Navigation Mode.

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Slide 60
A new Validation mode offers preparers an efficient method to correct critical and possible errors identified during form validation by entering into an error navigation mode. The enhancement directs preparers to only those pages under the prepare tab where errors are located and displays a remaining error count, instructional text for corrections, and navigational buttons. This enhancement saves times for form preparers as they are no longer required to revalidate a form after each individual correction of a validation error.

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Slide 61
After preparing a form, it must undergo a two-step validation process to correct facility and chemical form errors, prior to being available for transmission to the certifying official for certification and submission to EPA. Critical errors, possible errors and data quality alerts associated with your TRI Form may be identified during Form Validation. All critical errors must be corrected before the form may be transmitted and all possible errors should be reviewed and corrected, if applicable. This form validation notes 12 critical errors that require correction and 2 possible errors requiring review and correction if necessary. TRI-MEweb now offers a new method to review and correct critical and possible errors. Users may use the Error Navigation Mode or Validation Mode to navigate through all the identified critical and possible errors without the need to return to the "Validation Summary Report: Details of Errors" page.

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Slide 62
Previously, TRI-MEweb only allowed users to click on each critical and possible error "Fix" hyperlink to go to the page where the error was located, correct it and then revalidate the form by clicking the "Validate" button in the lower right corner of the application. This would return users to the "Validation Summary Report: Detail of Errors Page", with one less error. The new enhancement...

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Slide 63
...allows users to navigate through all the identified Critical and Possible errors, without revalidating their form. Click on the "Enter Error Navigation Mode" button to begin correcting the critical and possible errors in this example...

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Slide 64
...you will be prompted by a message that indicates you have chosen to enter Validation Mode to navigate through your errors. Click "OK" to continue. If you do not wish to continue into Validation Mode, please click "Cancel".

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Slide 65
Validation Mode will default to the first error within the form. When users are in Validation Mode, the pages will be displayed with a grey backdrop, and for this example the count of the 12 Critical errors and 2 Possible errors triggered are visible at the bottom of the page.

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Slide 66
Review the error message at the top of the page and correct as necessary. This critical error notes the preparer forgot to select a range code. Once corrected, you may navigate to the next error.

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Slide 67
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Slide 68
The remaining number of Critical errors updates to 11 to reflect the error corrected on the previous screen. Users may navigate through any of the errors by utilizing the navigation buttons, or exit the mode by clicking "Exit" button. Note, you may always return to the "Validation Summary Report's Detail of Errors" Page by clicking the "Validate" button in the bottom right hand corner of the screen.

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Slide 69
Let's review TRI-MEweb's data quality enhancement allowing preparers to comment on data quality alerts.

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Slide 70
This enhancement provides the user with the ability to comment on data quality alerts (DQAs) identified during form validation that do not require correction. Each DQA identified has an individual "Comment" button on the Validation Summary Report's Detail of Errors. Comments on outstanding DQAs are entered into the Miscellaneous Information Section and TRI-MEweb denotes the successful review and explanation of alerts on the Validation Summary's Detail of Errors Page. This enhancement allows certifying officials to review outstanding data quality alerts and decreases EPA's review efforts by encouraging DQA commentary.

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Slide 71
Data Quality Alerts will be highlighted on the "Validation Summary Report's Detail of Errors" page, where Critical and Possible Errors are also listed. Review the DQA messages and determine if corrections are necessary. If not, you may click the "Comment" box to explain why this DQA was triggered and that after reviewing the message, have determined it is not applicable. It is beneficial to include commentary for unresolved DQAs, as those entered will be available for certifying official review, preparer download, EPA reference, and included in the public data release.

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Slide 72
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Slide 73
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Slide 74
After clicking the Comment Box, the user will be navigated to Section 9.1 "Miscellaneous Information" Page, where all DQAs have corresponding text fields at the bottom of the page. By placing the cursor inside the DQA text box, message tool tip containing the entire DQA will display on the right side and preparers may enter their DQA specific comment in the text box. After completing all comments, click the "Validate" button in the bottom right hand corner to return to the "Validation Summary Report: Details of Errors" Page.

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Slide 75
Upon returning to the "Validation Summary Report Page", comments provided for DQA messages will be noted as reviewed and explained by the addition of a green check symbol. Certifying Officials now have the ability to view DQAs and any commentary provided by the preparer. For more information on this, please visit the Transmit, Certify and Cancel Tutorial.

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Slide 76 - This concludes the TRI-MEweb RY 2012 Enhancements tutorial.
This concludes the TRI-MEweb RY 2012 Enhancements tutorial.

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