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SDA Formulas Online Webinar Please use the mute button or press #6 on your phones to mute the teleconference line If you have questions or technical problems during the presentation, please use the chat feature Questions will be answered during the Q&A session, if time allows

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Page 1: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

SDA Formulas Online Webinar

• Please use the mute button or press #6 on your phones to mute the teleconference line

• If you have questions or technical problems during the presentation, please use the chat feature

• Questions will be answered during the Q&A session, if time allows

Page 2: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

SDA Formulas

Online webinar

Tomika Moore

Senior Scientist, Nonbeverage Products Laboratory

September 10, 2013

Page 3: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

SDA Formulas Online

• Getting Started • Registration • Submitting Formulas and Samples

– New Formulas – Existing Formulas – Internal Workflow – Returned Formulas

• Action Bar Items • Paper Submissions • Searching

– Simple and Advanced

• Common Errors and FAQs • Q&A

Page 4: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Getting

Started

Page 5: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Browser Compatibility

• FONL is now compatible with most browsers!

– If you are having trouble using Internet Explorer, you may have to enable ‘Compatibility View’

Page 6: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

PORTAL - https://ttbonline.gov

Page 7: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Pop-Ups

• Turn off all pop-up blockers!

– FONL utilizes pop-up windows for most functions.

Page 8: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Registration

Page 9: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line
Page 10: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Enter in all required information.

* Indicates a required field

Click ‘Next’ button

Page 11: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Company Detail Must click ‘Add’ button to add company information.

Page 12: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Enter in all required information.

* Indicates a required field

Page 13: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Click ‘Upload’ button

Use Docs/Links Tab to upload a Power of Attorney or Signing

Authority Form

Use links provided to download an electronic form

Page 14: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Power of attorney

Page 15: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Signing Authority

Page 16: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line
Page 17: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line
Page 18: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

If you have questions about your registration, provide the

Submission ID # given to you when you submitted your registration.

Page 19: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line
Page 20: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Submitting

Formulas and

samples

New formulas

Page 21: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line
Page 22: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line
Page 23: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line
Page 24: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line
Page 25: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line
Page 26: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Company Tab:

Company Information

- Mailing Addresses - Manufacturing Addresses - Contact Information

Page 27: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Main Tab:

Basic Information

- Article Name or Use

- Article Code Number

- Article Purpose

- Commercial Package Size

Article Purpose

Article Code Number

(from dropdown) Article Name or Use

Page 28: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line
Page 29: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Formula Tab:

Formula Information

- SDA Formula Information

- Formula and Process

Page 30: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

SDA/SDR Formula Choose from dropdown

Page 31: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Formula and Process free text field – type or copy

and paste

Page 32: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Docs/Links Tab:

-Upload files

-Link FONL submissions

-Reference purposes

Page 33: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line
Page 34: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Comments Tab:

- Comments can be added by submitter and TTB at any time.

Page 35: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Save as Draft: Saves the incomplete submission to be

completed later. Does not check for errors.

Validate: Checks for errors.

Cancel: Cancels and deletes the formula.

Submit: Validates and submits to TTB.

NOTE: The formula cannot be edited once submitted!

Page 36: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Once Submitted…

Page 37: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Submission Confirmation screen

reminds you to go back to the Samples Tab.

Page 38: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Back to the Samples tab…

Check the box next to the Sample ID # and use the drop down and click ‘Go’

to print a Sample ID sheet.

Page 39: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

MUST BE MAILED WITH THE SAMPLE!

Contains ID numbers to connect the sample with the submission.

** The formula will not be processed until the sample is received. **

Page 40: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Email delivered after sample is received by the lab.

Page 41: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Submitting

Formulas and

samples

existing formulas

Page 42: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line
Page 43: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line
Page 44: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line
Page 45: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line
Page 46: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line
Page 47: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Revise Existing Formula

Enter information of existing approved formula

(Does not have to be in FONL system)

Page 48: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Main Tab:

Basic Information

- Article Name or Use

- Article Code Number

- Article Purpose

- Commercial Package Size

Article Purpose

Article Code Number

(from dropdown) Article Name or Use

Page 49: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line
Page 50: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Formula Tab:

Formula Information

- SDA Formula Information

- Formula and Process

Page 51: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Docs/Links Tab:

-Upload files

-Link FONL submissions

-Reference purposes

Page 52: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line
Page 53: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Comments Tab:

- Comments can be added by submitter and TTB at any time.

Page 54: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Save as Draft: Saves the incomplete submission to be

completed later. Does not check for errors.

Validate: Checks for errors.

Cancel: Cancels and deletes the formula.

Submit: Validates and submits to TTB.

NOTE: The formula cannot be edited once submitted!

Page 55: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Once Submitted…

Page 56: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Submission Confirmation screen

reminds you to go back to the Samples Tab.

Page 57: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Back to the Samples tab…

Check the box next to the Sample ID # and use the drop down and click ‘Go’

to print a Sample ID sheet.

Page 58: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

MUST BE MAILED WITH THE SAMPLE!

Contains ID numbers to connect the sample with the submission.

** The formula will not be processed until the sample is received. **

Page 59: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Email delivered after sample is received by the lab.

Page 60: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Submitting

Formulas and

samples

Internal workflow

Page 61: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

With a Sample?

Status:

Items Pending

Status: In Process (formula assigned to

chemist)

Status: In Process (chemist processing formula) Status:

Closed

Status:

Needs Correction

Paper Submissions

Electronic Submissions

NO

YES SAMPLE RECEIVED

FORMULA APPROVED OR DISAPPROVED

FORMULA RETURNED

FONL

Workflow

Status: In Process (formula is in final review)

Page 62: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Submitting

Formulas and

samples

Returned formulas

Page 63: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

If the submission is returned for correction, you will receive an email

notification.

Page 64: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Return Tab:

- Only visible if the submission is returned for correction

- Contains reason and description of error(s)

Page 65: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

The lab will check the ‘Resolved?’ check box after the formula is resubmitted.

The Return tab and reasons for the return will remain with the

submission even after the error is corrected and final action is taken.

Needs Correction Status

The formula can be edited and resubmitted

to TTB.

Page 66: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Action Bar

Items

Page 67: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Action Bar:

- Available actions depend on the status of the submission

Copy as New: Create a new submission by copying the formula.

Print: Print entire submission or specific tabs.

Comment: Displays the Comment pop-up window to add a

comment to the submission.

Notify: Displays the Create E-Mail pop-up window. Allows user

to send TTB staff an email.

Withdraw: Can withdraw an in-process submission and cancel it

permanently.

Page 68: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Notify Function

• The Notify function allows a user to send an email through the FONL system

• Email can be sent to TTB staff

– Ex: chemist assigned to a formula

• Messages can be sent while the formula is in the In Process, Needs Correction, or Closed status.

Page 69: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Notify E-Mail pop-up:

Click on “To” to display contact list.

Page 70: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

After message is sent, a copy of the email message is

added to the Comments Tab

Page 71: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Paper

Submissions

Page 72: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Paper Submissions

• Electronic and paper submissions are processed through FONL – If the submitter is a registered user…

• Email notifications of submission disposition or needs correction status

• Will not receive a copy in the mail

– If the submitter is not a registered user… • No longer receive a stamped formula

– Mail a copy of the FONL Formula Summary

» Shows disposition and date of disposition

– Mail a copy of the FONL Formula Correction Summary

» Similar to return sheets

Page 73: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

1135824

1012587

FONL Formula Summary

Formula Information

FONL ID #s

Disposition and Date of Disposition

Page 74: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

1012587

1135824

FONL Formula Correction Summary

FONL ID #s

Formula Information

Needs Correction Information

(Return reasons)

Page 75: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Searching

Page 76: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Simple Search

Search by:

- Submission ID #

- Sample ID #

- Formula ID #

Page 77: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Advance Search

Many more search options

Page 78: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

More specific search options are available when a

‘Submission Name’ is selected

Can only search for your company’s submissions.

Page 79: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Common Errors

and Frequently

Asked Questions

Page 80: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Common Errors

• Not completing required fields - marked with asterisks (*)

• Not adding the SDA Formula and Proof

• Not specifying weight or volume percentages

Page 81: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Frequently Asked

Questions

• Submission ID # vs. Formula ID #

• Multiple submitters from the same company

• FONL Help

Page 82: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Submission ID # vs.

Formula ID #

• Submission ID # – Unique identifier on each submission – Given when the submission is created

• Formula ID # – Unique identifier for a formula for which a

company has provided submissions – Formula can have multiple submission ID#s

• Example: – Approved formula resubmitted with

ingredient quantity changes • Same Formula ID # • Different Submission ID #

Page 83: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Multiple submitters from

the same company

• If multiple people from the same company register for FONL, will they be able to see all submitted formulas from the company? – Yes.

– But, formulas will only show up on your ‘My Submissions’ page if you are listed as the submitter.

– Use the search functions to view submissions

Page 84: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

FONL HELP

• Help files

Page 85: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Clicking on the will bring up the help files specific to that subject

Hovering your cursor over certain fields may pop-up a help

tip

Clicking on the ‘Help’ link in the menu brings up a pop-up

to open a user manual

Page 86: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Benefits of using fonl

• Ability to quickly and easily submit formulas

• Faster turnaround times

• Email notifications when formulas are completed or returned for corrections

Page 87: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Q & A

Page 88: SDA Formulas Online Webinar - Alcohol and Tobacco Tax · PDF fileSDA Formulas Online Webinar •Please use the mute button or press #6 on your phones to mute the teleconference line

Questions?

• Please send any questions to [email protected]

• Presentation and question responses will be posted on the TTB.gov website

• Subscribe to the TTB Newsletter at www.ttb.gov