1 Washington Headquarters Services Mass Transportation Benefit Program (MTBP) Web Application Agency Mass Transportation Benefit Program Reviewing Official (AMTBRO) User Guide May 2012 Version 1.7 Final
2 Table of Contents 1. Introduction Overview Contact Requirements Additional Information Registering for Reviewer Access Accessing the AMTBRO Portal AMTBRO Portal Home Page Page Header Links Reviewing Applications Application Visibility Selecting an Application to Review From the AMTBRO Portal From an Notification Review Application Page Approving an Application Rejecting an Application Application No Longer Available for Review Message Auditing an Application Audit Application Page Attaching Documents Deleting Attachments Confirming the Audit Review Reminder Notification Searching for Applications Selecting Search Options Viewing Search Results Viewing an Application AMTBRO Reports Accessing AMTBRO Report Portal Agency Participant List Report Agency Pick-up Report Claim Exempt Report Ad Hoc Report Viewing or Saving the Report Updating Profile Information Ending Your Session Frequently Asked Questions (FAQ) Version Final - 2 -
4 1. Introduction 1.1 Overview The Washington Headquarters Services (WHS) Mass Transportation Benefit Program (MTBP) web based application is the online implementation of Department of Defense Mass Transit Application Form - DD2845. The MTBP application was developed to allow DoD federal employees and military members in the National Capital Region (NCR) to apply for federally subsidized mass transportation benefits using the web based application. The AMTBRO User Guide is intended for the individuals who are designated as the Mass Transportation Benefit Program Reviewing Office for their respective agencies. If you are unfamiliar with the program and would like more information, please visit the program website at 1.2 Contact If you have any questions, please feel free to contact the MTBP program office by at or by phone at For program certification information, please click the link for Ethics Awareness Training. 1.3 Requirements The MTBP web application is PKI-enabled and requires a DOD-issued Common Access Card (CAC) for access. The MTBP web application requires Internet Explorer 6.0 or above. Firefox is not supported at this time. 1.4 Additional Information When using the MTBP system, please do not use the browser Back or Forward buttons to move through the system. Use the buttons and links on the page to navigate through the system. Help is available throughout the MTBP system by clicking on the Help link located in the upper right hand corner of the page. Version Final - 4 -
5 2. Registering for Reviewer Access If you are not already registered as an AMTB Reviewing Official (AMTBRO) in MTBP, use the following URL to register yourself as an AMTBRO: https://mtbp.whs.mil/registration. This URL will take you to the following page where you can enter your Title, Work Phone, and Address. Figure 1 - Registration Page Enter values for each of the fields then click the Register button. You will then receive a confirmation (See Figure 2) that your registration was successfully saved. The WHS Program Office (PO) will then review your registration request and contact you after granting you access as an AMTBRO. Figure 2 - Registration Completed Page When your registration has been approved, you will be granted the required authorizations to access the AMTBRO Portal and review applications for your assigned agency or agencies. Version Final - 5 -
6 3. Accessing the AMTBRO Portal 3.1 AMTBRO Portal Home Page The AMTBRO Portal is accessed by opening Internet Explorer and navigating to the URL https://mtbp.whs.mil/amtbro. This page (see Figure 3 below) will allow the reviewing official to see and Review pending applications, Search for applications, run Reports, Update their own Profile information, End Session and view this user guide by clicking on the Help option. If there are applications that need to be reviewed then the page will look like the following screenshot (Figure 3) and records will be displayed that require reviewing by the AMTBRO. If there are no pending applications then the following message will be displayed: You currently have no applications awaiting your confirmation. Column Header Click here to search, access reports, update your profile, end the browser session, or get online help (access this document). Page Toggle Figure 3 - AMTBRO Portal Home Page The list of applications can be sorted by clicking on the respective column headers; each subsequent click will toggle the sort direction between ascending and descending order. Version Final - 6 -
7 3.2 Page Header Links Every page in the AMTBRO Portal contains navigational links in the upper right hand corner of the screen: Home, Search, Reports, Update Profile, End Session, and Help. See below. Home - Allows you to navigate back to the AMTBRO Portal home page. This link is not present on the home page. Search Allows the AMTBRO to search for an application Reports Allows the AMTBRO to run multiple reports Update Profile - Allows the AMTBRO to edit their contact information such as telephone number and . End Session - Allows the AMTBRO to close their browser session. Help - Displays this User Guide. 4. Reviewing Applications As an Agency Mass Transportation Reviewing Official (AMTBRO) you must review the application carefully before approving since your approval confirms the following aspects of the applicant s application information: You have reviewed the application and certify that the employee is in compliance with eligibility requirements. The following is a link to the qualification eligibility requirements on the Program web site: You have reviewed the application for completeness. Information reviewed include: o Duty Station, entire work 9-digit zip code, full work address, and full work phone number. o Commuting originating point, city of residence, and entire residential 9-digit zip code. o Reasonable accuracy of commuting costs (i.e. modes of transportation listed are commensurate with costs listed, etc.). You may require supporting documentation, including commuting cost calculations for program participants and you will conduct a random sample of cost calculations to ensure program compliance with program regulations. o An appropriate work schedule is listed (i.e. number of days worked per month. Average number of days is 21 days, unless a compressed or alternate work schedule is in place) o Supervisory signature. You have ensured applicants are not in receipt of a parking subsidy through comparison of participant and parking databases. Version Final - 7 -
8 4.1 Application Visibility The AMTBRO portal will only display applications that you are permitted to see. This restriction is based on the sub-organizations and applicant types that your account has been associated with and determines which pending applications are displayed in the portal, which notifications you receive, and which applications you can search for. Sub-Organization Restriction As an AMTBRO, you can only review and search for applications that belong to the suborganizations you are assigned to; you cannot search for applications that belong to other suborganizations. For example, if you are configured as an AMTBRO for DISA, then you will not be notified to review WHS applications and you will not be able to search for and view WHS applications. Applicant Type Restriction In addition, you can only review and search for applications for the applicant types (Civilian, Military, or All) that you have been configured to see. For example, if you are configured to see only Civilian applications then you will not be notified to review Military applications and you will not be able to search for any Military applications. 4.2 Selecting an Application to Review From the AMTBRO Portal The AMTBRO can visit the AMTBRO Portal to see which applications are waiting to be reviewed. If there are pending applications then the home page will display them as shown in Figure 3. To view an application, simply click on the Review option in the Actions column for the application. This will display the Review Application page as illustrated below. Version Final - 8 -
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10 4.2.2 From an Notification AMTBROs are also notified of a pending application waiting for review by notification. When an application is approved by the supervisor (or, in some cases, by the WHS Program Office), an notification is sent to all applicable AMTBRO(s) who have the same organization/sub-organization affiliation as the applicant. The states that there is an application pending AMTBRO review and includes a URL link for directly accessing the application. An example of the notification sent from the MTBP system to all AMTBROs is illustrated below in Figure 4. Figure 4 - Example Review Notification When the link is clicked, the Review Application page (see Review Application figures in Section 4.2.3) will be displayed that shows all the information that the applicant submitted. Version Final
11 4.2.3 Review Application Page When you click on the Review link on the AMTBRO Portal or click on the URL link in a notification , the Review Application page will be displayed. The Review Application page shows the information entered by the applicant and allows the AMTBRO to approve or reject the application. This page requires some scrolling and consists of three main parts: the Application Review Events (history) section, the Application Details section, and the Application Review section Event History The event history section (see Figure 5) displays the most recent activity on the application. Figure 5 - Application Event History Application Details The application details section (see Figure 6) displays the identity, residence and duty station information for the applicant as well as a worksheet listing the applicant s commuting expenses. Version Final
12 Figure 6 - Application Details Application Review Options The review section (see Figure 7) displays the certification statements that the applicant agreed to and provides options for approving or rejecting the application. Once you have reviewed the application and performed any necessary research, you can make a selection by clicking on the respective radio button for one of the following choices: I approve this application I reject this application In addition to reviewing, you can also audit an application by clicking the Application Audit button at the bottom of the page. Version Final
13 Figure 7 - Application Review Options 4.3 Approving an Application If you select I approve this application the application will be forwarded to the Washington Metro Area Transit Authority (WMATA) for final processing when you click the Submit button. In addition, your approval will be recorded in the Event History and an notification will be sent to the applicant informing them that their application was approved. 4.4 Rejecting an Application If you select I reject this application you must enter a reason for your rejection in the textbox. When you click the Submit button, the application will be returned to the applicant and your rejection will be recorded in the Event History. In addition, an notification will be sent to the applicant informing them that their application was rejected. Please note that the reason provided in the textbox will be included in the notification to the applicant. 4.5 Application No Longer Available for Review Message The MTBP system does not allow the same application to be reviewed by two AMTBROs at the same time. If an application has already been approved or rejected by another AMTBRO before you try to review that same application, you will receive a system message stating that the application is no longer available for review. In addition to the message, you will see a summary of the application and a link to view the complete application details. A similar message will be displayed if the applicant went back into the system to resubmit their application. Version Final
14 Figure 8 - Application No Longer Available For Review Message Clicking on the View Application link will display the View Application Page as depicted in Figure Auditing an Application Audit Application Page When you click the Application Audit button on the application review page, you will see the Audit Application page. This page allows you to perform an audit of the application by including comments and uploading supporting documentation in the form of Adobe (.pdf ) files, Word documents (.doc,.docx), Outlook message (.msg) files, and text (.txt) files. After adding comments and uploading any documents, click on the Submit button to submit the audit. Version Final
15 Enter notes or comments for the audit. Use Browse and Upload to attach supporting documentation for the audit. Figure 9 - Audit Application Page Version Final
16 4.6.2 Attaching Documents Click the Browse button to display the standard Windows Choose File dialog window. This window will allow you to browse your computer for a document file to upload. Select the desired file then click the Open button to save your selection and flag it for upload. Please note that only the following file types can be uploaded:.pdf,.msg,.doc,.docx, and.txt. Use the Back or Up icon to navigate Figure 10 - Open File Dialog Box Click the Open button to save your file selection. After clicking the Open button you will be returned to the Application Audit Page. As shown in Figure 11, the selected file will be displayed in the text box field next to the Browse and Upload buttons. If you made an incorrect selection, you can click the Browse button again to change your selection. The selected file s path will be displayed here. Click the Upload button to upload the file. Figure 11 - Selected Audit File After selecting a file, click the Upload button to upload the selected file. After the file has been uploaded (this should only take a few seconds), the Application Audit Page will be refreshed and the new file will be displayed. The Attachments section will look like Figure 12 below. Version Final
17 Click the X icon to delete a file. Figure 12 Audit File Uploaded Deleting Attachments An attached file can only be deleted before the Audit is submitted; after the Submit button is clicked, additional files may be uploaded, but previously attached files cannot be deleted. To delete a file click, the icon next to the file. You will then receive a dialog box prompting you to confirm the delete. Click the OK button to delete the file. Figure 13 - File Delete Confirmation Prompt Please note that deleted files cannot be recovered Confirming the Audit After clicking the Submit button, the audit is recorded in the application event history you will be redirected to the View Application page. The audit will be visible under the Application Review Events section. Figure 14 - AMTBRO Audit Event Version Final
18 4.7 Review Reminder Notification If an application has been pending review by the associated AMTBRO for more than 12 days then a reminder is sent to all AMTBROs (see Figure 15 below). These reminder s will be sent once per day for 45 days until the application is reviewed by the AMTBRO or the application has been removed from the AMTBRO queue. Figure 15 - Example Review Reminder Notification Version Final
19 5. Searching for Applications AMTBROs have the ability to search the MTBP system for submitted applications by clicking on the Search for an Application link on the AMTBRO Portal page (See Figure 3). AMTBROs can only search for and see applications that belong to their assigned suborganizations. 5.1 Selecting Search Options Clicking the Search for an Application link will display the search options page seen below. This page provides several search criteria for querying the MTBP system. Figure 16 - Application Search Options Page The Organization and Sub-organization(s) names displayed will depend on the Organization and Sub-organization(s) you are associated with. If these don t appear to be correct, please contact the MTBP Program Office, and request they provide you with additional access. To perform a search, enter or select search criteria then click the Search button. You may also click on the Search button without entering any criteria to see all applications in the MTBP system for your assigned sub-organization(s). After entering criteria, you can click on the Clear button to clear the entered or selected values. Click on the Return to Portal button to return to the AMTBRO Portal home page. Version Final
20 5.2 Viewing Search Results After clicking on the Search button, the MTBP system is queried and the results are displayed in the search results page depicted below in Figure 17. The results displayed depend on the criteria previously entered and applications are listed in alphabetical order by the Applicant s last name. If there are no matching results then the page will display the following message: There are no matching applications for your search criteria. The search results listing can be sorted by clicking on a column header. The first click will sort in alphabetical order while the second click will sort in reverse alphabetical order. Also, if there are too many items in the results listing then the listing will be organized into pages with each page containing a maximum of 10 items. The pages can be navigated through by clicking on the page number links. To view an application, click on the View Icon view. for the application record you would like to Click any column header to sort the results by that column. Click this icon to view the application Click here to page through the results Figure 17 - Application Search Results Page 5.3 Viewing an Application After clicking on the View Icon for an application, the View Application page will be displayed. This page allows you to view the application details but does not allow you to edit the application. Version Final
21 Click this link to view the full event history Click here to view the attachment Click here to perform an audit Figure 18 - View Application Page Version Final
22 6. AMTBRO Reports 6.1 Accessing AMTBRO Report Portal To go to the AMTBRO Reports Portal page from the AMTBRO Approval Portal page, click on Reports in the top right hand corner of the screen. See red arrow below. Figure 19 - AMTBRO Approval Portal The below AMTBRO Reports Portal page will display with a listing of available reports. Figure 20 - AMTBRO Reports Portal 6.2 Agency Participant List Report The Agency Participant List Report is a listing of all participants in an org/sub-org and includes the following data columns: MTBP ID, (Participant s) Name including lastname and firstname, Last four (4) of SSN#, Building Name/Location, Admin (which includes abbreviation for org/sub-org, M/C (Military or Civilian), work telephone number and benefit amount approved for up to maximum. Version Final
23 The AMTBRO can run the Agency Participant List Report, by pointing and clicking on the Agency Participant List Report option on the Reports screen. The following report option screen will display: Figure 21 - Agency Participant List Selection Screen The default settings for the Agency Participant List Report are: All Assigned Organizations for the organization setting and pdf for the report file format type. However, if you are affiliated with multiple sub-orgs and just want to select one or more of those sub-orgs, you can do so by selecting the top level organization first; then select the sub-orgs that you want included in the report. For example, if you are a Reviewing Official for the Army and you are affiliated with multiple sub-orgs, when you select Army, the screen will change similar to the following screen display and display the sub-orgs that you are affiliated with. If you want to remove any of the sub-orgs from being included in the report, deselect the sub-org by clicking on the checkbox in the Include column for that sub-org. This will remove the check from within the checkbox and the sub-org will not be included in the report. Other options include Clear All, which will deselect all sub-organizations and allow the AMTBRO to select specific sub-orgs they want included in the report. Version Final
24 Figure 22 - Agency Participant List Displaying Multiple Sub-orgs After all options are selected, click on the Create Report button. See below. Figure 23 - Report Format Types The following screenshot displays page 1 of a sample Agency Participant List Report in Adobe pdf format. Version Final
25 Figure 24 - Agency Participant List Report in PDF Format To generate the report in Excel format, click on the Excel radio button and the PDF Document option will become deselected and the Excel radio button will become selected. See sample report data in Excel format below. Figure 25 - Report Format Types Note: Data in test environment where screenshots are made has been manipulated so, data that displays is not actual data. For example, the is the same for both records in the following Version Final
26 example and the Last four SSN is not the actual for the name as well as the telephone number has been changed. Figure 26 - Sample "Agency Participant List Report" Data To return to the Reports Portal Screen, exit out of the report and click on Reports in the upper right hand corner at the MTBP system screen. See example below. 6.3 Agency Pick-up Report The Agency Pick-up Report covers a monthly time period and displays actual benefit amount (up to the maximum benefit amount) distributed/used by the participant. This report is organized by org/sub-org and into Civilian and/or Military sections as appropriate for the organization/suborganization. Report fields include: Last four (4) SSN#, Last Name, First Name, Middle Initial, Account Code, Amount Issued, and Date Issued. This report includes Account Code sub-totals for type of participant (military or civilian) and totals for sub-organizations and sub-totals and totals for benefit amounts issued as well as a grand total for the report. To run the Agency Pick-up Report, point and click on the Agency PickUp Report option on the AMTBRO Reports Portal Page. See below. Figure 27 - AMTBRO Reports Portal Version Final
27 Figure 28 - Agency Pickup Report Options To run the Agency Pickup Report, select the Month/Year option that you want to run the report for; select the organizations/sub-orgs you want included in the report. If you are affiliated with multiple sub-orgs and just want to select one or more of those sub-orgs, you can do so by selecting the top level organization first; then select the sub-orgs that you want included in the report. For example, if you are a Reviewing Official for the Army and you are affiliated with multiple sub-orgs, when you select Army, the screen will change similar to the following screen display and display the sub-orgs that you are affiliated with. If you want to remove any of the sub-orgs from being included in the report, deselect the sub-org by clicking on the checkbox in the Include column for that sub-org. This will remove the check from within the checkbox and the sub-org will be deselected and not be included in the report. Next, select the format type if you don t want the default which is pdf format. Version Final
28 Figure 29 - Agency Pickup Report Parameter Selection Screen After all selections are made, point and click on the Create Report button. A report with the options you selected will display on the screen and will look similar to the following example. Version Final
29 Figure 30 - Agency Pickup Report/Transit Benefit Detail Report 6.4 Claim Exempt Report The Claim Exempt Report includes a list of participants organized by sub-organization code and list all the participants that are not required to submit a claim for benefit for the next benefit period. These participants usually do not have access to a computer to submit a claim on a monthly basis. Therefore, the AMTBRO needs to check the list and validate that all participants status has not changed since the previous month. To run the Claim Exempt Report, point and click on the Claim Exempt Report option on the AMTBRO Reports Portal Page. See below. Version Final
30 Figure 31 - AMTBRO Reports Portal The following Claim Exempt Report Organizational screen will display: Figure 32 - Claim Exempt Report Default Selection Screen The AMTRBO can use the default setting which includes all of the organizations/suborganizations that you are affiliated with and just point and click on the Create Report button. A sample of the report headings that is created is displayed below. Note: The user may have to expand the columns to see all of the data in the column by pointing and clicking on the right boarder in the column heading. Version Final
31 If you want to select some of the sub-organizations that you are affiliated with but, not all, select your top level organization, for example, Army and then click on Clear All and then select the sub-organizations to be included in the report by clicking on the appropriate row s box in the Include column. Then click on Create Report button. Sample Claim Exempt Report data below. Figure 33 - Claim Exempt Report Org/Sub-org Screen Version Final
32 To save the report, click on and click on Save as and select a folder name by using the dropdown arrow and then give the file a name in the Name field and click on Save. Then you can exit Excel by clicking on the X in the upper right hand corner of the screen. 6.5 Ad Hoc Report From the AMTBRO Reports Portal, you can click on the Ad Hoc Report option to generate a report of all applications for all sub-organizations you re associated with. Figure 34 - AMTBRO Reports Screen After selecting the Ad Hoc Report, the follow parameters page will display. See illustrated screenshot below. Version Final
33 Figure 35 - Ad Hoc Report Options The report options can include an Application Period - date range for when the application was submitted, application Workflow Status, Transportation Mode, Organization, Sub-organization, Residence City, State, Zip Code and work information Duty Station, City, and Zip Code; Supervisor name, Reviewing Official as well as Parking Status. Most fields are self explanatory. However, for the fields that include a dropdown with options to choose from, those fields and their options are listed below. 1) Workflow Status field options include the following: Applicant, PFPA, Program Office, Supervisor, AMTBRO, Pending WMATA, Sent to WMATA, and Completed by WMATA. 2) Transportation Mode field options include the following: Local Bus, Other Bus, Rail, Commuter Rail, Other, and Vanpool. 3) Parking Status field options include: Manual Approved, Manual Declined, Auto Approved, Auto Declined, Auto Maybe, and Unknown. Version Final
34 The Organization and Sub-organization(s) shown will depend on the Organization and Suborganization(s) you are associated with. If these don t appear to be correct, please contact the MTBP Program Office, and request they provide you with additional access. Enter the desired report criteria then click the Create Report button to generate the Ad Hoc report. To cancel and return to the AMTBRO Portal click the Home page header link or click on the Return to Portal button. 6.6 Viewing or Saving the Report After clicking the Create Report button, a Save File dialog window will appear and allow you to Open, Save or Cancel the resulting report. Click on the Open button to open the report in Microsoft Excel. Click on the Save button to save the report as an Excel file or if you do not wish to view the report or to save it, then click the Cancel button to close the dialog window and return to the Ad Hoc Report options page. Figure 36 - Save File Prompt Version Final
35 7. Updating Profile Information You can update your contact information clicking the Update Profile page header link. Click this link to update your profile information. Figure 37 - Update Profile Link After clicking the link you will see the Update Profile page where you can change your Title, Work Phone, and Address. A valid address is necessary for receiving notifications from the MTBP system. Please note that only unclassified addresses should be provided here. Figure 38 - Update Profile Page After making any needed changes, click the Save Information button to save your changes. To return to the AMTBO portal click the Home page header link or click the Return to Portal button. Version Final
36 8. Ending Your Session You can end your MTBP session by clicking the End Session page header link or by simply closing the Internet Explorer web browser. When you click the End Session link you will be asked to confirm. Click the Ok button to close the browser; click the Cancel button to return to the page you were on. Figure 39 - End Session Confirmation Prompt Version Final
37 9. Frequently Asked Questions (FAQ) 9.1 Website URLs MTBP Registration URL: https://mtbp.whs.mil/registration MTBP AMTBRO Portal URL: https://mtbp.whs.mil/amtbro MTBP WHS Program URL: 9.2 Technical Issues If you are experiencing technical issues with the MTBP web application, please contact your Information Technology (IT) Help Desk. The following are some common technical issues and their resolutions. Issue: I get a File Not Found message when I try to go to the MTBP AMTBRO portal Ensure that you typed the correct URL for the AMTBRO portal, https://mtbp.whs.mil/amtbro. If necessary, please update any Internet Explorer favorites that may contain an older URL. Issue: I get an error when I try to access the MTBP Registration or AMTBRO portal URLs If you receive a Page not found or Page could not be displayed error message then please check the address bar in your web browser to ensure that you have typed the correct URL. If the URL is listed correctly in your web browser address bar then contact your IT Helpdesk. Issue: The MTBP application does not work correctly on my Firefox browser If you are using Firefox and having problems with the application display or functionality then use Microsoft Internet Explorer (IE) 6.0 or greater. Issue: I get a Client Certificate Required error message You will receive this error message if you did not select a digital certificate. This situation would occur if either of the following is true: You cancelled the Choose a digital certificate window when you went to the site You cancelled the Choose a digital certificate window when you went to the site and then tried to click on the review link from an Outlook message. Version Final
38 To resolve the issue, close all Internet Explorer (IE) browser windows then open the site in a new browser window. By doing this, you force Outlook to use a new instance of IE and, thus, prompt again for a digital certificate. If this does not resolve the issue please contact your IT Helpdesk. Issue: I get a Could not process your request error message This message most likely indicates an internal system problem. Try your request again in a few minutes. If you still get the same message contact the Program Office , so they can escalate this issue to their technical IT staff for resolution. Issue: I get a Session time out message You will receive a Session time out message if you have not interacted with the system for a while. When you receive this message, simply click on the Home page header link to return to the AMTBRO Portal home page. 9.3 MTBP Program Issues If you have a question about the Mass Transportation Benefit Program, the MTBP web application or reviewing applications, please contact the WHS Program Office (PO) at or by phone at Question: Why didn t I receive an notification stating I had an application to approve? If you did not receive an notification then use the Update Profile page header link to ensure that the address in your profile is correct. If your profile is correct then contact the WHS PO , so they can escalate the issue to their technical IT staff for resolution. Question: When I try to review an application, why do I get a message stating that the application is no longer available for review? This message indicates that either (a) another AMTBRO reviewed the application while you were looking at it or (b) the applicant edited and resubmitted the application. In the case of (b), an applicant can make changes to their application as long as the application has not been approved by their AMTBRO and sent to WMATA for final processing. When the application is resubmitted, the application will once again go through all the necessary reviews and approvals. Version Final
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