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Electronic Document Access EDA

2. EDM/EFR Documents within EDA. Electronic Document Management (EDM) facilitates the consolidation of DoD finance and accounting functions for DFAS. The Electronic File Room (EFR) system was established to provide electronic foldering, distribution, cataloging, and maintenance of the large amounts

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Electronic Document Access EDA

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Presentation Transcript

    1. 1 EDA EDM/EFR Documents and Process Electronic Document Access (EDA)

    2. 2 EDM/EFR Documents within EDA

    3. 3 EDM/EFR and User Authorization

    4. 4 EDM/EFR Access Process

    5. 5 Step 1- EDM Access Process

    6. 6 EDM/EFR Access Process

    7. 7 EDM/EFR Access Process

    8. 8 EDM/EFR Access Process

    9. 9 EDM/EFR Access Process How does an EDA user know what to enter in the site field? Email has new verbiage for the EDM effort… What if they don’t enter anything? Is the field required? How does an EDA user know what to enter in the site field? Email has new verbiage for the EDM effort… What if they don’t enter anything? Is the field required?

    10. 10 EDA POC Approval Process How does an EB POC know they are an auditor? The EDA user is added. They have access to all requested except not the EFR yet. How does an EB POC know they are an auditor? The EDA user is added. They have access to all requested except not the EFR yet.

    11. 11 EDM/EFR Set-up Process

    12. 12 Modify Existing User Access

    13. 13 Roles & Access Control

    14. 14 Administration Responsibilities

    15. 15 User Account Administration To Support your Requests… Log into EDA Click Account Administration

    16. 16 Entering Account Administration

    17. 17 Account Administration Menu

    18. 18 EDM/EFR Request Queue

    19. 19 Approve EDM/EFR Request

    20. 20 After Approval, User Sees

    21. 21 Delete EDM/EFR Request

    22. 22 Delete EDM/EFR Request

    23. 23 EB POC Authorizes & Requests To Generate EDM/EFR Requests… Log into EDA Click Account Administration

    24. 24

    25. 25 Processing a Registration

    26. 26 Approve Registration

    27. 27 Verify/Validate Account

    28. 28 Approve Account

    29. 29

    30. 30 Modify an Account

    31. 31 Modify for EDM Access

    32. 32 Request/View EDM Access

    33. 33 Generate Request for EDM Access

    34. 34 After EFR Set-up, User Sees

    35. 35 EDA User’s Guide STEP-by-STEP Instructions (for all Users) Training Modules

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