Plant Pest and Disease Management Process for FY15

1. 2014 Farm Bill: Section 10007Plant Pest and Disease Managementand Disaster Prevention FY15 Process: Reviewing a Suggestion

2. Live Meeting--Logistics • Q&A Tool- We will monitor for questions • Polls – Provide Feedback • Mute unless you want to speak • *6 will mute a cell phone

3. Agenda: • Suggestion Review Process • Metastorm Farm Bill Suggestion System Demonstration • Question & Answer Period

4. Farm Bill – Section 10007 • APHIS Farm Bill 10007 Website: • http://www.aphis.usda.gov/planthealth/section10007/ppdmdpp • Be sure to review: • FY 2015 (Annual) Implementation Plan for Section 10007  • FY 2015 Frequently asked Questions (FAQ) document • FY 2015 Reviewer Help Session webinar slides

5. Goal Area Objectives

6. Goal Area Objectives

7. Goal Area Objectives

8. Goal Area Objectives

9. Metastorm--Assumptions • You have a current Metastorm User ID and password. • If not, refer to Plant Pest and Disease Management and Disaster Prevention Programs websitefor information on how to create an account • You are a Farm Bill Reviewer • May hold multiple or overlapping roles—that’s OK • Contact the group email at: FarmBillSection10007@aphis.usda.gov with any questions about role assignments

10. Metastorm – Password Reset • Resetting Expired, Lost or Forgotten User Name or Passwords: • CALL ATAC at (877) 944 – 8457, select Option 1 • E-mail at aphisremedy@aphis.usda.gov • ONLY APHIS Technical Assistance Center (ATAC) can reset Passwords or User Names.

11. Metastorm – Accessing the System https://bpm.aphis.usda.gov/Metastorm/Login.aspx

12. The Suggestion Workflow • Once submitted, Metastorm automatically routes the suggestion to the appropriate Goal Review Team

13. Locating a Suggestion • Displays in the “To Do” list for the Goal Team Leads, SPHDs, and SPROs • Displays in the “Watch List” for Reviewers (Goal Team Members, others with Reviewer role)

14. Opening a Suggestion • Select “PPQ Farm Bill Suggestion” process • Click on the suggestion you’re interested in; this will open the suggestion form in read-only mode

15. Header Tabs—Viewing Suggestion Content • Form will open to “Suggestion Information” tab

16. Header Tabs—Viewing Suggestion Content • Suggestion Body tab displays additional panels with detailed narratives

17. Prior Experience Panel • Accomplishment reports attached here

18. Budget Panel • Standardized budget template file uploaded here • Link to budget template posted on FB website

19. SPHD-SPRO Role—Action Buttons • “SPHD-SPRO Review” button • Opens a form to allow you to enter your comments • All SPHD-SPRO comments entered here can be viewed by all users with Reviewer role • Suggestor Role users cannot view

20. SPHD-SPRO Role: Adding Review Notes

21. Reviewer Role—Action Buttons • ‘Add Review Note” button • Opens a form to allow you to enter your comments • All Reviewer comments entered here can be viewed by all users with Reviewer role • SPHD-SPRO and Suggestor role users cannot view

22. Reviewer Role: Adding Review Notes System Note: supports copy/paste or typed entries

23. Reviewer Role—Forward Email • “Forward Email” button • will open a form to allow you to forward contents of the suggestion to anyone—used to solicit feedback • System Note: Accomplishment and Budget attachments now included in the forward e-mail function

24. Reviewer Role—Forward Email • Drop down lists all users with Reviewer role • Manual entry also supported

25. Review Notes Tab • All reviewer notes accumulate here • Date/Time/User stamped

26. Goal Team Lead Role--Actions • “Add Review Note” and “Forward Email” are also available, as described earlier • “Review Complete” will open a form that allows Team Lead to enter last comments • Moves the suggestion folder to the next stage • Closes suggestion—no more review comments

27. Goal Team Lead Role- Review Complete Form

28. Locating a Suggestion • Select the “Administration Forms” tab • Select “Farm Bill Query Tool” for current year • Select “Farm Bill Query Tool—Archive” for past year(s)

29. Locating a Suggestion • Filters for FY, Goal, and State • Key word search in title supported • Column headers can also be sorted

30. Locating a Suggestion: Current Year

31. Metastorm – Suggestor Notes • Suggestor Notes: • added by Suggestors • for the use of the Suggestor only • not included as part of the suggestion • not visible to any reviewer role • will not be considered in the review process

32. Metastorm – SPHD/SPRO Notes • SPHD‐SPRO Notes • Only added by users with the SPHD‐SPRO role • can be viewed by ALL reviewer roles including: SPHD‐SPRO, Review Team, and Goal Team Leads • SPHD-SPRO Review Deadline = Complete two weeks after the end of the Open Period. • Recommend start DURING the Open Period

33. Metastorm – Review Team Notes • Review Team Notes • added by users with the Review Team and Goal Team Lead roles • can be viewed by ALLusers with the Reviewer role • cannot be viewed by users with only the SPHD‐SPRO role nor user with Suggestor role

34. Stay Connected • Go to the Farm Bill Section 10007 Web Site http://www.aphis.usda.gov/planthealth/section10007/ppdmdpp • Subscribe to the Stakeholder Registry - Farm Bill Section 10007 topic at: http://bit.ly/aphisupdates • Or go to the APHIS Web site http://www.aphis.usda.gov and click the red envelope.

35. Contacts Group Email: farmbillsection10007@aphis.usda.gov

36. Questions? farmbillsection10007@aphis.usda.gov