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Welcome To The Formulas Online Webinar

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Page 1: Welcome To The Formulas Online Webinar. Formulas Online Webinar Please mute your phones or hit #6 to mute your teleconference line If you have a question

Welcome To The Formulas Online Webinar

Page 2: Welcome To The Formulas Online Webinar. Formulas Online Webinar Please mute your phones or hit #6 to mute your teleconference line If you have a question

Formulas Online Webinar

• Please mute your phones or hit #6 to mute your teleconference line

• If you have a question during the presentation…– Use the chat feature

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

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Formulas Online

Rachel SanderoffChemist, Nonbeverage Products

Laboratory

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Formulas Online

• Getting Started• Registration• Submitting Formulas

– Drawback– SDA– Samples– Needs Correction– Action Bar Items

• Searching– Simple and Advanced

• Common Errors and FAQs• Paper Submissions• Q&A

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Getting Started

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The First Steps

• Portal – https://ttbonline.gov

• Browser Compatibility

• Pop-Ups

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https://ttbonline.gov

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Browser Compatibility• Only compatible with Internet Explorer 7– Not compatible with other browsers

(Firefox, Chrome, etc)• If using Internet

Explorer 8 or higher you must enable ‘Compatibility View’

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How to enable Compatibility View…

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Pop-Ups

• Turn off all pop-up blockers!– FONL utilizes pop-up windows for most

functions.

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Registration

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Enter in all required information.

* Indicates a required field

Click ‘Next’ button

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Company DetailMust click ‘Add’ button to add company information.

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Enter in all required information.

* Indicates a required field

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Click ‘Upload’ button

Use Docs/Links Tab to upload a Power of

Attorney or Signature Authority Form

Use links provided to download an electronic form

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If you have questions about your registration, provide the

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

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Submitting Formulas

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Submitting Formulas

• Steps to submitting a formula– Drawback– SDA– Samples– Needs Correction– Action Bar Items

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Submitting Formulas

Drawback

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Superseding Existing Formula

Requires: FONL ID#s (if known)

or

Co. Code and TTB #(does not have to be in

FONL system)

Choose ‘Create New Formula’ or

‘Supersede Existing Formula’

Fill in Company Code

WLF - We Love Flavors

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TABS appear on the display of a submission and organize the content of

the submission into specific sections.

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Click ‘Add’ to add a new address

Company Tab:Company Information- Mailing Addresses- Manufacturing Addresses- Contact Information

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TTB #

Product Name

Product Type

Main Tab:Basic information- TTB #- Product Name- Product Type

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Formula Tab:Formula Information- Process Type- Alcohol Calculations- Ingredients and Yields

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Process TypeImportant for calculations

of eligible and total alcohol

DensityFor calculating yield volumes

YieldsActual (w) – entered by submitter

Theoretical (w) – calculated based on weight of all ingredients

Volumes – calculated based on density

Measurements UsedEnglish or Metric – all weight and

volume values based on unit selected

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A process type must be selected…

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Once selected… the appropriate

windows/fields will be available on the

screen.

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• Simple Mixture and Filtration– Automatic calculations

• Washed Extract– Same as Simple Mixture and Filtration except ingredient fields include

a soluble check box for soluble ingredients• Other

– All possible ingredient windows available • Except dietary supplement-specific fields

– No automatic calculations– Examples: Using ‘QS’, spray-dry products, cakes, vanilla extracts, etc…

• Dietary Supplement– Only an option when ‘Dietary Supplement’ is chosen as a product type

(Main Tab)– Automatic calculations– Dietary supplement-specific fields (ex: herb information)

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Alcohol Beverage Use

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Checking the box opens the section and allows for more information to be entered.

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Alcoholic Components & Compounded Flavors

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• Eligible Alcohol– Alcohol eligible for drawback of tax

• Ex: 190 proof alcohol

• Disapproved Intermediates– In-house products previously disapproved– Can be used in a subsequent approved product– Eligible for drawback of tax

• Ineligible Alcohol– Not eligible for drawback of tax– Can be in-house flavor or purchased product

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Checking the box opens the section and allows for more information to be entered.

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Clicking ‘Add’ button displays a pop-up

window for ingredients.

* Indicates a required field

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Density calculates based on weight and volume entered.

(used as a check)

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Checking the box for Colors and Limited Ingredients opens a

text field and requires more information.

Can search and link formulas already in the

FONL system(or enter in Co. Code and TTB #)

WLF

WLF – 12

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Nonalcoholic Components

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• Ingredients by Group– Chemical groupings based on the guidelines in the

Drawback Tutorial• Individual Solid Ingredients

• Individual Liquid Ingredients

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Checking the box opens the section and allows for more information to be entered.

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Clicking ‘Add’ button displays a pop-up

window for ingredients.

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Eligible Alcohol Total Alcohol and Tolerance

Theoretical Yield (weight and volume)

Actual Yield (volume)

All calculations are completed automatically!

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Additional Details:- Unfit for Beverage Use Statement- Taste Panel Results- Formula Information and Process

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Docs/Links Tab:-Upload files

- Spec sheets- FIDs- Etc…

-Link FONL submissions- Reference purposes

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Browse for the file on your

computer and upload it to the

submission

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Comments Tab:- Comments can be

added by submitter and TTB at any time.

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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!

Buttons – What do they do?

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Once Submitted…

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Email received after formula is submitted.

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Submitting Formulas

SDA

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Revise Existing FormulaEnter information of

existing approved formula

(does not have to be in FONL system)

Choose ‘Create New Formula’ or ‘Revise Existing Formula’

Fill in Company Code

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Company Tab:Company Information- Mailing Addresses- Manufacturing Addresses- Contact Information

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Main Tab:Basic Information- Article Name- Article Code Number- Article Purpose

Article Purpose

Article Code Number

(from dropdown)Article Name

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Formula Tab:Formula Information- SDA Information- Formula and Process

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SDA/SDR FormulaChoose from dropdown

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Formula and Processfree text field – type or copy

and paste

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Docs/Links Tab:-Upload files-Link FONL submissions

- Reference purposes

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Comments Tab:- Comments can be

added by submitter and TTB at any time.

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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!

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Once Submitted…

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Submitting Formulas

Samples

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Samples Tab:* Used only if a sample is needed

-Enter sample information

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Will say pending until the formula is submitted.

Date Received is completed by lab

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Submission Confirmation screen

reminds you to go back to the Samples Tab.

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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.

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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. **

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Email received after sample is received by the lab.

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Submitting Formulas

Needs Correction

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If the submission is returned for correction, you will

receive an email.

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Return Tab:- Only visible if the

submission is returned for correction

- Contains reason and description of error(s)

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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 StatusThe formula can be

edited and resubmitted to TTB.

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Submitting Formulas

Action Bar Items

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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.

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Notify E-Mail pop-up:Click on “To” to display

contact list.

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Searching

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Simple SearchSearch by:- Submission ID #- Sample ID #- Formula ID #

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Advance SearchMany more search options

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More specific search options are available when a

‘Submission Name’ is selected

Can only search for your company’s submissions.

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Common Errors and Frequently Asked Questions

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Common Errors

• Required fields• Process Type• Theoretical Yield – Entering all ingredients

• Actual Yield

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Common Errors

• Required Fields

– Any fields marked with asterisks (*) are required fields

– Validation of a formula checks to make sure all required fields are filled in

– Formula cannot be submitted if a required field is not filled in

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Common Errors

• Process Type– Must be selected before any ingredient

information can be entered– Fields available depend on process type

chosen• Examples:

– Washed Extracts - includes soluble check box– Dietary Supplements - different windows are

available– Other – all possible fields are available

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Common Errors

• Theoretical Yield– Calculates automatically• Weight

– Sum of all ingredients added

• Volume– Calculates based on density entered

– Missing ingredients will cause the theoretical yield and total alcohol content to calculate incorrectly

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Common Errors

• Actual Yield– Weight• Entered by submitter

– Volume• Calculated based on density entered

• Should not be higher than the theoretical yield.

• If not entered, alcohol calculations will not be done.

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Frequently Asked Questions

• Submission ID # vs. Formula ID #

• Needs Correction vs. Supersedes

• FONL Help

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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 yield changes

• Same Formula ID # • Different Submission ID #

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Needs Correction vs. Supersedes

• Needs Correction– FONL status – Formula has been reviewed by TTB but

cannot be approved as submitted– Formula can be edited and resubmitted

• Supersedes– Overwrites previous submission• Changes to an already

approved/disapproved/no action formula– Except when new TTB# is required

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Frequently Asked Questions

• Help files

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

Hovering your cursor over certain fields

my pop-up a help tip

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

to open a user manual

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Paper Submissions

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Paper Submissions• Electronic and paper submissions are

processed through FONL– If the submitter is in the system…• Emailed notifications of submission

disposition or needs correction status• Will not receive a mail copy

– If the submitter is not in the system…• No longer receive a stamped formula

– Mailed a copy of the FONL Formula Summary » Shows disposition and date of disposition

– Mailed a copy of the FONL Formula Correction Summary» Similar to return sheets

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FONL Formula Summary

Formula Information

FONL ID #s

Disposition and Date of Disposition

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FONL Formula Correction Summary FONL ID #s

Formula Information

Needs Correction Information

(Return reasons)

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Q & A

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Q&A

• To correct a paper submission that is older (Prior to The FONL system going live), can I mail in the corrected submission?– Yes, you can mail in the corrected

submission.– You can also submit it electronically.

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Questions?

• Please send any questions to [email protected]

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