CSAT Accunt Management User Guide March 2011 Versin 2.1 U.S. Department f Hmeland Security 1
CSAT Accunt Management User Guide Table f Cntents 1. Overview... 1 1.1 CSAT User Rles... 1 1.2 When t Update Yur CSAT Accunt... 1 1.3 When t Transfer Yur CSAT Accunt Rles... 2 1.3.1 Multiple CSAT User Names... 2 2. Getting Started... 3 3. Updating Accunt Infrmatin... 4 3.1 Changing Passwrds... 5 4. Transferring Accunt Respnsibilities... 7 4.1 Selecting Users fr Rles... 8 4.1.1 Transferring Rles t Existing CSAT Users... 9 4.1.2 Transferring Rles t New CSAT Users... 10 U.S. Department f Hmeland Security i
CSAT Accunt Management User Guide 1. Overview The Chemical Security Assessment Tl (CSAT) is a system used by the Department f Hmeland Security (DHS) t cllect and analyze key data frm chemical facilities pursuant t Sectin 550 f the DHS Apprpriatins Act f 2007 (P.L. 109-295), and the implementing regulatins (6 CFR Part 27). Within CSAT is the Accunt Management applicatin, which allws users t manage their CSAT accunts. The CSAT Accunt Management applicatin can be used t update user infrmatin, reset passwrds, and eliminate multiple user names assigned t ne individual. Likewise, users can transfer their rles t ther accunts and add a facility t their existing respnsibilities. 1.1 CSAT User Rles The assignment f CSAT user rles and respnsibilities will be based n each Organizatin's business needs and rganizatinal structure. The CSAT system was designed t allw each Organizatin t determine the best way t prvide infrmatin t DHS. Its flexibility requires sme planning befre an Organizatin assigns specific user rles t individuals. The fllwing rles are defined in CSAT: CSAT User Rle Preparer Submitter Authrizer Reviewer Descriptin A user wh is authrized t enter the data int the CSAT system, but nt t submit the data t DHS. A user wh is designated by the cmpany t submit the infrmatin cllected in the CSAT system t DHS. A user wh prvides assurance t DHS that the Submitter and Preparer are authrized t cmplete the CSAT infrmatin. A user wh is allwed t review infrmatin but nt t enter, edit, r submit the infrmatin. This is an ptinal, read-nly rle and may nly be assigned after the facility has cmpleted the registratin prcess. A Preparer, Submitter, and Authrizer must be identified fr each Facility. The Preparer, Submitter, and Authrizer can be the same persn r different individuals. Each Facility can have unique Preparers, Submitters, Authrizers, r Reviewers. All Facilities r a subset f Facilities within the same Organizatin can share these rles. 1.2 When t Update Yur CSAT Accunt Yu shuld update yur CSAT accunt when: Yur persnal infrmatin has changed, such as yur name, address, phne number r e-mail address; r U.S. Department f Hmeland Security 1
CSAT Accunt Management User Guide Yu want t change yur passwrd befre it expires. If yu have registered yurself as a CSAT user thrugh the CSAT User Registratin applicatin, yur passwrd is valid fr 90 days. Tw weeks befre yur CSAT passwrd expires, yu will receive an e-mail that instructs yu t change yur passwrd and it will direct yu t the CSAT Accunt Management applicatin. Once updated, yur new passwrd will be valid fr 90 days. If yu have frgtten yur passwrd, yu will need t call the CSAT Help Desk at 866-323-2957 t have it reset. 1.3 When t Transfer Yur CSAT Accunt Rles Yu shuld transfer sme r all f yur CSAT accunt rles t anther user when: Yu are leaving yur rganizatin; Yur respnsibilities n lnger include CSAT input; r Yu have tw r mre user names and wuld like t nly have ne. Yu can transfer yur CSAT rle t an existing CSAT user r a new user. If the transferee is a new user, a User Change Request PDF frm must be created, signed, and submitted. See Sectin 4.1.2 fr mre details. NOTE: After yu transfer a rle fr a particular rganizatin, yu will n lnger have access t that rle. Yu will retain the rles that yu did nt transfer and will still have access t the CSAT system t perfrm thse rles; hwever, if yu transfer all f yur rles, then yu will n lnger have access t the CSAT system. 1.3.1 Multiple CSAT User Names Every time the CSAT User Registratin System is used t register a new Organizatin and Facility, a new user name is created regardless f whether the same individual frm a previusly registered Organizatin and its Facility r Facilities are specified. Fr example: If ne Submitter is respnsible fr multiple Facilities and all f his/her Facilities are entered during ne registratin event, then that Submitter will be granted ne user name and passwrd. If a Submitter s infrmatin is entered fr nly ne Facility at a time, that Submitter will receive ne user name and passwrd fr each separate registratin frm submitted. The transfer ptin in the CSAT Accunt Management applicatin can be utilized t eliminate the extra user names assigned t a single individual. U.S. Department f Hmeland Security 2
CSAT Accunt Management User Guide 2. Getting Started T access the CSAT Accunt Management applicatin, select the CSAT Manage My Accunt cmmand n the Web Bkmarks menu after lgging in t the CSAT system. The CSAT Accunt Management applicatin s main menu will appear, as seen in Picture 2.1. Picture 2.1: CSAT Accunt Management Applicatin Main Menu The main menu will prvide yu with tw chices: Update My Infrmatin, which is reviewed in Sectin 3 f this guide; r Transfer Accunt Respnsibilities, which is reviewed in Sectin 4. When yu are finished using the applicatin, click the [Return t the CSAT Hme Page] buttn abve the main menu t access the CSAT system. U.S. Department f Hmeland Security 3
CSAT Accunt Management User Guide 3. Updating Accunt Infrmatin T update yur accunt infrmatin, click the [Update My Infrmatin] buttn n the main menu f the CSAT Accunt Management applicatin. The Update Accunt Infrmatin screen will appear, as seen in Picture 3.1, and it will display yur mst recently submitted accunt infrmatin. NOTE: T update an accunt, yu must be lgged in t CSAT with the user name f the accunt that needs updating. Picture 3.1: Update Accunt Infrmatin Screen Yu can update the fllwing infrmatin n the Update Accunt Infrmatin screen: First name Last name Mailing address City State Zip cde Phne number, and E-mail address. NOTE: Mst Organizatin infrmatin (e.g., wner/peratr name r Facility name) cannt be changed thrugh the CSAT Accunt Management applicatin. Instead, use the Update Facility Infrmatin screen in the CSAT Tp-Screen applicatin t make the necessary changes. See the CSAT Tp-Screen Survey Applicatin User Guide fr mre details. U.S. Department f Hmeland Security 4
CSAT Accunt Management User Guide When yu finish updating yur accunt infrmatin, click the [Submit] buttn n the bttm f the screen. Yur infrmatin will be updated and an accunt infrmatin update verificatin message will appear, as seen n Picture 3.2. Picture 3.2: Accunt Infrmatin Update Verificatin Message T g back t the Update Accunt Infrmatin screen t make mre changes, click the [Return t Accunt Infrmatin] buttn. T leave the Accunt Management applicatin, click the [Clse] buttn. If yu decide t leave the Update Accunt Infrmatin screen befre submitting yur edits, click the [Return t Main Menu] buttn at the tp f the screen. 3.1 Changing Passwrds T change yur passwrd, click the [Change Passwrd] buttn n the Update My Infrmatin screen. The Change Yur Passwrd screen will appear, as seen in Picture 3.3. Picture 3.3: Change Yur Passwrd Screen T change yur passwrd: Enter yur ld passwrd in the Old Passwrd text bx, and then enter a new passwrd in the New Passwrd text bx. Passwrds are case sensitive and must be at least 8 characters lng and cntain 1 numeric character. Initial passwrds are generated with special characters (#,!, $, etc.) t prvide an extra level f security, but they are nt required when changing the passwrd. U.S. Department f Hmeland Security 5
CSAT Accunt Management User Guide Enter yur new passwrd again in the Cnfirm New Passwrd text bx. Click the [OK] buttn when yu are finished. A message indicating that yur passwrd has been successfully changed will appear, as seen in Picture 3.4. Click the [Clse] buttn t cntinue. Picture 3.4: Passwrd Change Verificatin Message If yu decide t leave the Change Yur Passwrd screen withut submitting a new passwrd, click the [Cancel] buttn. U.S. Department f Hmeland Security 6
CSAT Accunt Management User Guide 4. Transferring Accunt Respnsibilities T transfer yur accunt respnsibilities, click the [Transfer My Respnsibilities] buttn n the main menu f the CSAT Accunt Management applicatin. The Accunt Rle Checklist screen will appear, as seen in Picture 4.1, and it will display the respnsibilities assciated with yur accunt: Submitter, Preparer, Authrizer, r Reviewer. NOTE: T transfer an accunt rle, yur must be lgged in t CSAT with the user name f the accunt frm which respnsibilities will be transferred. Check Bxes Picture 4.1: Accunt Rle Checklist Screen T transfer a rle: Select the check bx next t the rle fr a specific facility t transfer. Only the rles that yu select will be transferred; the unselected rles will remain with yu. Use the [Check All] buttn t select all f the rles and facilities listed n the screen. Use the [Uncheck All] buttn t clear all f the selectins yu have made. When yu are finished, click the [Cntinue] buttn at the bttm f the screen. See Sectin 4.1 fr the next steps. If yu wuld like t leave the Accunt Rle Checklist screen withut transferring any rles, click the [Return t Main Menu] buttn at the tp f the screen. NOTE: The actual transfer f rles will nt take place until the CSAT Help Desk verifies the transfer. If a rle s transfer has been requested but nt yet verified, the rle will be shaded and inaccessible n the Accunt Rle Checklist screen. When the rle transfer is verified by the Help Desk, the rle will n lnger appear n yur Accunt Rle Checklist screen. U.S. Department f Hmeland Security 7
CSAT Accunt Management User Guide 4.1 Selecting Users fr Rles After yu click the [Cntinue] buttn n the Accunt Rle Checklist screen, the Rle Transfer Selectin screen will appear (see Picture 4.2). Picture 4.2: Rle Transfer Selectin Screen T transfer yur rle t anther user: Click the [Transfer t Existing CSAT User] buttn if the persn wh is accepting the respnsibilities is already registered with CSAT. See Sectin 4.1.1 fr mre details. Click the [Transfer t a New CSAT User] buttn if the persn wh is accepting the respnsibilities has nt registered with CSAT. See Sectin 4.1.2 fr mre details. If yu wuld like t leave the Rle Transfer Selectin screen withut transferring any rles, click the [Return t Main Menu] buttn at the tp f the screen. U.S. Department f Hmeland Security 8
CSAT Accunt Management User Guide 4.1.1 Transferring Rles t Existing CSAT Users After yu click the [Transfer t Existing CSAT User] buttn n the Rle Transfer Selectin screen, the Accunt Transfer screen will appear (see Picture 4.3). Picture 4.3: Accunt Transfer Screen T cmplete the accunt transfer prcess t an existing CSAT user: Enter the CSAT accunt user name f the existing user wh will be taking ver the rle in the Username text bx. The user name must match the ne that the CSAT system has stred fr the user s accunt. Enter the user s phne number in the Phne Number text bx. The phne number must match the number that the system currently has stred fr this user. When yu are finished, click the [Submit] buttn. The infrmatin that yu submit will be cmpared t existing CSAT users t find a match t begin the transfer prcess. If a match is made, the message appears as shwn in Picture 4.4. After the CSAT Help Desk verifies the transfer, a ntificatin f the transfer will be sent via e-mail t the user t whm yu have transferred the accunt. Picture 4.4: Accunt Transfer Request Delivery Verificatin Message U.S. Department f Hmeland Security 9
CSAT Accunt Management User Guide If a match is nt made t an existing CSAT user, an errr message will appear as shwn in Picture 4.5. Re-enter user infrmatin in the text bxes that are highlighted in red and click the [Submit] buttn again. If the errr message appears again, click the [Return t Main Menu buttn t begin the transfer prcess again with either a different registered CSAT user r a new CSAT user. NOTE: The user that yu selected may be registered with CSAT but has nt yet been verified. In that case, wait fr cnfirmatin frm the Help Desk that the user has been verified and then cmplete the transfer. Picture 4.5: Accunt Transfer Request Errr Message If yu wuld like t leave the Accunt Transfer screen withut transferring yur accunt t a new user, click the [Return t Main Menu] buttn at the tp f the screen. 4.1.2 Transferring Rles t New CSAT Users After yu click the [Transfer t New CSAT User] buttn n the Rle Transfer Selectin screen, the New User Infrmatin screen will appear (see Picture 4.6). Picture 4.6: New User Infrmatin Screen U.S. Department f Hmeland Security 10
CSAT Accunt Management User Guide T cmplete the New User Infrmatin screen: Enter the fllwing infrmatin abut the new user in the designated text bxes: First name Middle initial (ptinal) Last name Organizatin Mailing address City State Zip cde Phne number E-mail address. Answer the fllwing questins abut the new user by using the ptin buttns prvided: Is the individual a U.S. Citizen? Is the individual an Officer f the Crpratin r designated by an Officer f the Crpratin? Is the individual dmiciled in the U.S.? Yu might nt see sme f these questins, since nly the apprpriate questins will appear n the screen depending n the rle that yu are transferring. If yu wuld like t leave the New User Infrmatin screen withut transferring yur accunt t a new user, click the [Return t Main Menu] buttn at the tp f the screen. After yu finish entering infrmatin abut the new user, click the [Cmplete] buttn at the bttm f the screen. The PDF Dwnlad screen will appear (see Picture 4.7), where yu will click the [Dwnlad PDF Frm] t view the User Change Request PDF frm that is created based n the infrmatin yu entered. Picture 4.7: PDF Dwnlad Screen U.S. Department f Hmeland Security 11
CSAT Accunt Management User Guide The User Change Request PDF frm will appear in a new windw. Print the frm using menu cmmands prvided in the windw. The User Change Request PDF frm must be signed and dated by the new user, the ld user, and the Authrizer. If the rle being transferred is the Authrizer rle, the ld Authrizer must sign in the Authrizer bx. Cmplete, sign, and date the frm, and make a cpy fr yur recrds. Send the User Change Request PDF frm via fax t 866-731-2728, r via mail t: Chemical Security Cmpliance Divisin ATTN: CSAT User Registratin Department f Hmeland Security Building 5300, MS 6282 P.O. Bx 2008 Oak Ridge, TN 37831-6282 U.S. Department f Hmeland Security 12