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pdfPerformance Measures Data (PMD)
– External User Guide
United States Department of the Interior (DOI)
Bureau of Safety and Environmental Enforcement (BSEE)
Technical Services Division (TSD)
Business Systems Branch (BSB)
Version 1.0
December 15, 2017
Performance Measures Data (PMD) – External User Guide
Version: 1.0
Sensitive
This document and those that relate to the security and operations of the Bureau of Safety and
Environmental Enforcement (BSEE) networks are considered sensitive and should not be
distributed outside of the BSEE or the Department of Interior (DOI) without permission. This
document should be properly handled at all times and stored appropriately when not in use.
Version
1.0
Date
12.2017
Author
Jacob Johnson
Version Description
Original
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Table of Contents
1.0
Introduction ......................................................................................................................... 1
1.1 How to Access Performance Measures Data ................................................................... 1
1.2 User Menu ........................................................................................................................ 4
1.3 Workflow of a BSEE 0131 Form ..................................................................................... 5
2.0
BSEE 0131 List Page .......................................................................................................... 7
2.1 Working with Columns .................................................................................................... 8
2.1.1
Reordering Content within Columns ........................................................................ 9
2.1.2
Searching and Filtering Columns............................................................................ 10
2.1.3
Selecting Columns to Display on the Page ............................................................. 13
2.1.4
Changing the Location of Columns ........................................................................ 14
2.1.5
Resizing Column Width.......................................................................................... 15
2.2 Accessing an Existing BSEE 0131 Form ....................................................................... 16
3.0
Creating, Completing, and Submitting a BSEE 0131 Form ............................................. 20
3.1 Creating a New BSEE 0131 Form ................................................................................. 20
3.2 Completing a BSEE 0131 Form ..................................................................................... 25
3.2.1
Companies Tab ....................................................................................................... 27
3.2.2
Contact Tab ............................................................................................................. 38
3.2.2.1
Creating a Contact ........................................................................................... 39
3.2.2.2
Selecting a Contact .......................................................................................... 41
3.2.2.3
Selecting and Adding Email Address .............................................................. 44
3.2.2.4
Selecting and Adding Phone and Fax Numbers .............................................. 50
3.2.2.5
Editing and Deleting Contact Information ...................................................... 57
3.2.2.6
Deselecting a Contact ...................................................................................... 64
3.2.3
Safety Tab ............................................................................................................... 66
3.2.4
Environment Tab .................................................................................................... 77
3.3 Deleting a BSEE 0131 Form .......................................................................................... 82
3.4 Submitting a BSEE 0131 Form ...................................................................................... 83
4.0
Working with Forms after Submission ............................................................................. 88
4.1 Reworking a Returned BSEE 0131 Form ...................................................................... 88
4.2 Revising an Accepted BSEE 0131 Form ....................................................................... 95
4.3 Recalling a Submitted or Resubmitted BSEE 0131 Form ........................................... 101
4.4 Viewing a BSEE 0131 Form’s Submittal History ....................................................... 105
4.4.1
Downloading and Printing a BSEE 0131 Form .................................................... 107
Appendix A: Acronyms and Abbreviations ................................................................................ A-1
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List of Figures
Figure 1-1 TIMS Web Login Page ................................................................................................. 2
Figure 1-2 TIMS Web Company Page ........................................................................................... 3
Figure 1-3 TIMS Web Portal Page ................................................................................................. 3
Figure 1-4 Default BSEE 0131 List Page ....................................................................................... 4
Figure 1-5 PMD User Menu ........................................................................................................... 5
Figure 1-6 Workflow of a BSEE 0131 Form .................................................................................. 6
Figure 2-1 BSEE 0131 List Page .................................................................................................... 7
Figure 2-2 BSEE 0131 List Grid .................................................................................................... 8
Figure 2-3 Column Heading ........................................................................................................... 9
Figure 2-4 Unsorted Column; Column in Ascending Order; Column in Descending Order ....... 10
Figure 2-5 Column Search Field ................................................................................................... 11
Figure 2-6 Search Fields for the Created Date Column ................................................................ 11
Figure 2-7 Search Options for Created Date Column................................................................... 12
Figure 2-8 Manually Entering Date in Search Field ..................................................................... 12
Figure 2-9 Selecting Date from Calendar ..................................................................................... 13
Figure 2-10 Column Title Icon and Menu .................................................................................... 14
Figure 2-11 Column Title Menu; Adding and Removing Columns ............................................. 14
Figure 2-12 Moving a Column ..................................................................................................... 15
Figure 2-13 Resizing a Column .................................................................................................... 16
Figure 2-14 BSEE 0131 List Grid; ID Number/Link ................................................................... 17
Figure 2-15 BSEE 0131 Form Page.............................................................................................. 18
Figure 2-16 BSEE 0131 Form Title .............................................................................................. 18
Figure 2-17 BSEE 0131 Form Tabs.............................................................................................. 19
Figure 3-1 Create New Form Button ............................................................................................ 21
Figure 3-2 Create Form0131 Dialog Box; Company Name and Company Code Fields ............. 22
Figure 3-3 Create Form0131 Dialog Box; Calendar Year Field................................................... 22
Figure 3-4 Create Form0131 Dialog Box; Region Field .............................................................. 23
Figure 3-5 Create Form0131 Dialog Box; Save Button ............................................................... 23
Figure 3-6 Create Form0131 Dialog Box; Error Message for Duplicate Submittal ..................... 24
Figure 3-7 Draft BSEE 0131 Form ............................................................................................... 25
Figure 3-8 Draft BSEE 0131 Form; Tabs ..................................................................................... 26
Figure 3-9 Draft BSEE 0131 Form; Companies Tab.................................................................... 27
Figure 3-10 Companies Tab; Read-Only Fields ........................................................................... 27
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Figure 3-11 Companies Tab; Associated Companies Grid and External Remarks Field ............. 28
Figure 3-12 Companies Tab; Edit Button ..................................................................................... 29
Figure 3-13 BSEE 0131 – Company Editor Dialog Box .............................................................. 30
Figure 3-14 BSEE 0131 – Company Editor Dialog Box; Company Name Field ........................ 31
Figure 3-15 BSEE 0131 – Company Editor Dialog Box; Down Arrow Button ........................... 31
Figure 3-16 BSEE 0131 – Company Editor Dialog Box; Company Added to Associated
Companies Grid ............................................................................................................................ 32
Figure 3-17 BSEE 0131 – Company Editor Dialog Box; Selecting Company in Associated
Companies Grid ............................................................................................................................ 33
Figure 3-18 BSEE 0131 – Company Editor Dialog Box; Up Arrow Button................................ 33
Figure 3-19 BSEE 0131 – Company Editor Dialog Box; Company Removed from Associated
Companies Grid ............................................................................................................................ 34
Figure 3-20 BSEE 0131 – Company Editor Dialog Box; External Remarks Field ...................... 34
Figure 3-21 BSEE 0131 – Company Editor Dialog Box; Save Button ........................................ 35
Figure 3-22 BSEE 0131 – Company Editor Dialog Box; Error Message for Duplicate Submittal
....................................................................................................................................................... 36
Figure 3-23 Companies Tab; Associated Companies and External Remarks Added ................... 37
Figure 3-24 Draft BSEE 0131 Form; Contact Tab ....................................................................... 38
Figure 3-25 Contact Tab; Select Contact Button .......................................................................... 39
Figure 3-26 Request New Contact Dialog Box ............................................................................ 40
Figure 3-27 Request New Contact Dialog Box; Error Message for Existing Email Address ...... 41
Figure 3-28 Contact Tab; Select Contact Button .......................................................................... 41
Figure 3-29 Add Existing Contact Dialog Box............................................................................. 42
Figure 3-30 Contact Tab; Selected Contact Fields ....................................................................... 43
Figure 3-31 Contact Tab; Subtabs ................................................................................................ 43
Figure 3-32 Email Field for Selected Contact .............................................................................. 44
Figure 3-33 Email Field for Selected Contact; Primary and Alternate Email Addresses Under
Emails Subtab ............................................................................................................................... 45
Figure 3-34 Email Field; Changing Selection in Drop-Down Field ............................................. 46
Figure 3-35 Emails Subtab; Add Email Button ............................................................................ 47
Figure 3-36 Add / Edit Email Dialog Box; Adding Alternate Email Address ............................. 48
Figure 3-37 Email Address Added to Alternate Email Addresses Grid ....................................... 48
Figure 3-38 Added Alternate Email Address Populated in Email Field for Selected Contact ..... 49
Figure 3-39 Selected Contact Email Field; Selecting Email Address for Form ........................... 50
Figure 3-40 Telephone and Fax Fields for Selected Contact ........................................................ 51
Figure 3-41 Telephone Field with Zero, One, and Multiple Options ........................................... 51
Figure 3-42 Phone Numbers Subtab ............................................................................................. 52
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Figure 3-43 Add Phone Number Button ....................................................................................... 53
Figure 3-44 Add / Edit Phone Number Dialog Box; Phone Type Field ....................................... 53
Figure 3-45 Add / Edit Phone Number Dialog Box; Phone Number Field .................................. 54
Figure 3-46 Phone Number Added to Phone Numbers Grid ........................................................ 54
Figure 3-47 Added Phone Number Populated in Telephone Field for Selected Contact ............. 55
Figure 3-48 Telephone Field; Selecting Number for Form .......................................................... 55
Figure 3-49 Fax Field and Fax Numbers Subtab .......................................................................... 56
Figure 3-50 Phone Numbers Subtab ............................................................................................. 57
Figure 3-51 Phone Numbers Subtab; Edit Function ..................................................................... 58
Figure 3-52 Add / Edit Phone Number Dialog Box; Edited Fields .............................................. 58
Figure 3-53 Updated Phone Numbers Grid after Edit .................................................................. 59
Figure 3-54 Telephone Field for Selected Contact Defaults to Edited Phone Number ................ 59
Figure 3-55 Telephone Drop-Down Field with Edited Phone Number ........................................ 60
Figure 3-56 Emails Subtab............................................................................................................ 61
Figure 3-57 Emails Subtab; Delete Function ................................................................................ 62
Figure 3-58 Confirmation Dialog Box for Deleting Data ............................................................. 63
Figure 3-59 Emails Subtab; Updated Grid after Deletion ............................................................ 63
Figure 3-60 Email Drop-Down Field after Deletion..................................................................... 64
Figure 3-61 Delete Contact Button ............................................................................................... 65
Figure 3-62 Confirmation Dialog Box to Delete a Contact .......................................................... 65
Figure 3-63 Contact Tab with Contact Deleted ............................................................................ 66
Figure 3-64 Safety Tab for Draft BSEE 0131 Form ..................................................................... 67
Figure 3-65 Safety Tab; Table Categories .................................................................................... 68
Figure 3-66 Safety Tab; Tables with Columns and Rows Highlighted ........................................ 69
Figure 3-67 Safety Tab; Edit Button............................................................................................. 69
Figure 3-68 BSEE 0131 - Safety Editor Dialog Box .................................................................... 70
Figure 3-69 BSEE 0131 - Safety Editor Dialog Box; Entering Data in Table Cell...................... 71
Figure 3-70 BSEE 0131 - Safety Editor Dialog Box; Locating Correct Table/Cell ..................... 73
Figure 3-71 BSEE 0131 - Safety Editor Dialog Box with Sample Data Entered; Save Button ... 75
Figure 3-72 Safety Tab; Tables Updated with Sample Data ........................................................ 76
Figure 3-73 Environment Tab for Draft BSEE 0131 Form .......................................................... 77
Figure 3-74 Environment Tab; Edit Button .................................................................................. 78
Figure 3-75 BSEE 0131 – Environment Editor Dialog Box; No. EPA NonCompliances Field .. 79
Figure 3-76 BSEE 0131 – Environment Editor Dialog Box; Number of Spills Field.................. 79
Figure 3-77 BSEE 0131 – Environment Editor Dialog Box; Total Volume for Spills Field ....... 79
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Figure 3-78 BSEE 0131 – Environment Editor Dialog Box with Sample Date Entered; Save
Button............................................................................................................................................ 80
Figure 3-79 BSEE 0131 – Environment Editor Dialog Box; Error Message ............................... 81
Figure 3-80 Environment Tab; Updated Fields ............................................................................ 82
Figure 3-81 Draft BSEE 0131 Form; Delete Button .................................................................... 82
Figure 3-82 Confirmation Dialog Box to Delete a Draft Form .................................................... 83
Figure 3-83 Submit Button for Draft BSEE 0131 Form\.............................................................. 84
Figure 3-85 Confirmation Dialog Box to Submit BSEE 0131 Form............................................ 84
Figure 3-84 Error Message – Additional Items Required before Submitting ............................... 85
Figure 3-86 BSEE 0131 List Page; Form in Submitted Status ..................................................... 86
Figure 3-87 Form ID Number; Form in Submitted Status............................................................ 86
Figure 3-88 BSEE 0131 Form Title for Form in Submitted Status .............................................. 87
Figure 4-1 BSEE 0131 List Page; Function to Open a Returned Form ........................................ 89
Figure 4-2 Returned BSEE 0131 Form; External Remarks Field................................................. 90
Figure 4-3 Returned BSEE 0131 Form; Rework Button .............................................................. 91
Figure 4-4 Confirmation Dialog Box to Rework a Returned Form .............................................. 91
Figure 4-5 BSEE 0131 Form in Rework Status; Editing Functionality Reactivated.................... 92
Figure 4-6 BSEE 0131 Form in Rework Status; Resubmit Button .............................................. 93
Figure 4-7 Confirmation Dialog Box to Resubmit a Form ........................................................... 93
Figure 4-8 BSEE 0131 List Page; Form in Resubmit Status ........................................................ 94
Figure 4-9 BSEE 0131 List Page; Action to Select an Accepted Form........................................ 95
Figure 4-10 BSEE 0131 Form (Accepted); Revise Button ........................................................... 96
Figure 4-11 Confirmation Dialog Box to Revise Accepted Form ................................................ 96
Figure 4-12 BSEE 0131 Form (Revision) .................................................................................... 97
Figure 4-13 Action to Submit a BSEE 0131 Form (Revision) ..................................................... 98
Figure 4-14 Confirmation Dialog Box to Submit a Form in Revision Status .............................. 98
Figure 4-15 BSEE – Remarks Editor Dialog Box ........................................................................ 99
Figure 4-16 BSEE 0131 Form Workflow; Recall Options Highlighted ..................................... 102
Figure 4-17 BSEE 0131 List Page; Function to Open Submitted Form ..................................... 103
Figure 4-18 BSEE 0131 Form; Recall Button ............................................................................ 104
Figure 4-19 Confirmation Dialog Box to Recall a BSEE 0131 Form ........................................ 104
Figure 4-20 BSEE 0131 Form Recalled Back to Draft Status .................................................... 105
Figure 4-21 BSEE 0131 List Page; Action to Select a Form ...................................................... 106
Figure 4-22 Submittal History Tab ............................................................................................. 107
Figure 4-23 Submittal History Tab ............................................................................................. 108
Figure 4-24 Action to View a .pdf Version of a Form................................................................ 108
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Figure 4-25 .pdf Version of BSEE 0131 Form ........................................................................... 109
Figure 4-26 .pdf Version of BSEE 0131 Form; Download Function ......................................... 110
Figure 4-27 Standard Windows Save As Dialog Box ................................................................ 111
Figure 4-28 .pdf Version of BSEE 0131 Form; Print Function .................................................. 111
Figure 4-29 Standard Windows Print Dialog Box ...................................................................... 112
Figure 4-30 .pdf Version of BSEE 0131 Form; Function to Close Window.............................. 113
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1.0
Introduction
The Performance Measures Data (PMD) web application is part of the Safety, Compliance, &
Enforcement project, which complies with the Federal Government’s e-gov initiative for the
Bureau of Safety and Environmental Enforcement (BSEE), ushering enhanced information
quality, availability, and process efficiencies. In effect, the PMD application converts the print
BSEE 0131 Form to digital format.
During the first quarter of each year, BSEE's Safety and Environmental Management Systems
regulation requires that all active operators submit the performance measures data outlined on a
BSEE 0131 Form. The data submitted is then processed using a suite of formulas designed to
gauge aspects of the offshore oil and gas development & production industry's safety and
environmental performance on the Outer Continental Shelf (OCS). BSEE uses these formulas to
calculate annual, OCS-wide, performance indices. These indices are designed to provide the
public with information about OCS performance trends and also allow individual operators to
benchmark their performance against aggregate industry data.
The PMD application has two interfaces: Internal (BSEE) and External (Industry). While both
interfaces contain common elements, they are tailored to the user type. This document provides
guidance on using the PMD application as an External (Industry) User.
Depending on your User roles and entitlements, you will use the PMD application as an External
User to view, maintain, and submit the annual BSEE 0131 Form.
Return to Table of Contents
1.1
How to Access Performance Measures Data
Access to the PMD application is available to anyone with access to the Technical Information
Management System (TIMS) Web with the appropriate role to view, create, or maintain a BSEE
0131 Form. These roles are Designated Operator or Agent for Designated Operator.
To access the PMD application:
1. Open an Internet browser window, then enter the URL https://timsweb.bsee.gov/.
Note: Any browser will work, but Google Chrome is preferred.
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2. The TIMS Web Login page opens. Enter your username and password, then click
.
Figure 1-1 TIMS Web Login Page
3. The TIMS Web Company page opens. Select the company you are representing, then
click
.
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Figure 1-2 TIMS Web Company Page
4. The TIMS Web Portal page opens. Click one of the following links to access PMD:
or
.
Figure 1-3 TIMS Web Portal Page
The BSEE 0131 List page opens. This is the default page when you access the PMD application.
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Figure 1-4 Default BSEE 0131 List Page
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1.2
User Menu
The User Menu is located on the left side of the PMD application.
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Figure 1-5 PMD User Menu
The PMD User Menu contains the following navigation links:
•
– automatically selected when you open the PMD
application; contains a list of existing BSEE 0131 Forms and allows you to create new
0131 Forms.
•
– closes the PMD application and returns you to the TIMS
Portal page. Clicking this link does not log you out of the PMD application; it also does
not save your information or settings.
Return to Table of Contents
1.3
Workflow of a BSEE 0131 Form
The BSEE 0131 Form can have the following statuses:
•
•
•
•
•
•
•
•
•
Draft – Company representative has created a Form 0131, but has not submitted the
form.
Submitted – Company representative has completed data entry and submitted an initial
Form 0131.
Review – An internal user has selected a Submitted or Resubmitted Form 0131 and has
started the review. The status changes when the review is started. The Review form is
locked (read-only) and cannot be changed.
Returned – The internal user selects to return a Form 0131 to the submitter requesting
changes. The status changes to Returned when the selection to return the form is made.
Rework – The submitter has selected a Form 0131 with the status of Returned and
opened it to rework. The status changes upon selecting to edit and rework the form.
Resubmit – The submitter has selected to resubmit a Form 0131 with a status of Rework.
Accepted – The internal user has chosen to accept a Form 0131 with a status of Review.
The status changes upon accepting the form.
Cancel – The internal user has determined that a submitted Form 0131 is not required
and has chosen to cancel the form. The status changes upon cancellation.
Revision – the submitter has selected to revise a Form 0131 with the status of Accepted.
The status changes upon selecting to revise the form.
Figure 1-6 illustrates the workflow of a BSEE 0131 form through its possible statuses.
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Figure 1-6 Workflow of a BSEE 0131 Form
Each BSEE 0131 Form will have a selected contact (see Section 3.2 Completing a BSEE 0131
Form). The selected contact for a form will receive an email notification when a BSEE reviewer
performs the following actions:
•
•
•
Returns a form you submitted or resubmitted (i.e., when form status changes to Returned)
Cancels a form you submitted (i.e., when form status changes to Cancel)
Accepts a form you submitted (i.e., when form status changes to Accepted)
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Return to Table of Contents
2.0
BSEE 0131 List Page
After you log in to the PMD application on TIMS Web, the BSEE 0131 List page automatically
opens.
Figure 2-1 BSEE 0131 List Page
The grid lists all existing BSEE 0131 Forms for the company you are representing. The grid
contains the following columns:
•
•
•
•
•
ID
Year
Status
Company (Co.) Code
Company Name
•
•
•
•
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Region
Creator ID
Created Date
Remarks
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Notes:
•
•
•
Depending on monitor size and window size, you may need to use the window scroll and
pan bars to see all rows and columns in the grid.
Forms with a status of Completed show historic/legacy data (i.e., these are forms that
were submitted before the implementation of the PMD application on TIMS Web.
The Remarks field shows External Remarks (i.e., they are visible to both Internal and
External Users).
Figure 2-2 BSEE 0131 List Grid
Return to Table of Contents
2.1
Working with Columns
In the PMD application, you can manipulate columns to sort or filter data in the grid, or to
customize the organization and appearance of columns.
Notes:
•
•
•
•
Functionalities discussed in the following subsections do not apply to all columns in the
PMD application.
Depending on monitor size and image size, you may need to use either the window scroll
or pan bars to see all columns or fields.
The PMD application does not save settings between sessions. Closing the PMD
application reverts to the default views.
The PMD application does not have an “Undo” feature. Changes must be manually reset
during a session to default or other settings.
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2.1.1
Reordering Content within Columns
You can reorder (sort) data within a column by clicking the column heading.
Figure 2-3 Column Heading
After you click the column heading, an arrow
appears in the right corner of the heading cell
to indicate the data in the column are now in ascending order (a, b, c, etc. for alphabetical; 1, 2,
3, etc. for numeric). If you click the column heading again,
now in descending order.
shows the data in the column are
In the example below, the first figure has an unsorted Region column. The column then changes
to ascending alphabetical order, then descending alphabetical order.
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Figure 2-4 Unsorted Column; Column in Ascending Order; Column in Descending Order
Note: Reordering one column affects all columns’ order on a page.
Return to Table of Contents
2.1.2
Searching and Filtering Columns
You can search or filter columns using the search fields under the column heading. This limits
the results displayed in the grid.
To filter column results, enter a partial or complete letter or number sequence in the search field.
The grid will only display forms that have the value you entered.
Note: The letter or number sequence you enter can be a broad as a single character or as specific
as a complete entry.
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Figure 2-5 Column Search Field
The Created Date column has two search fields – a beginning date on the left, and an end date on
the right.
Note: Depending on monitor size and window size, you may have to use the window pan bar to
view the Created Date column.
Figure 2-6 Search Fields for the Created Date Column
The following examples show three different ways to filter by date.
•
•
•
Enter/Select a date in only the left field to display all forms created on or after that date
(as shown in the first graphic, on or after August 31, 2017).
Enter/Select a date in only the right field to display all forms created on or before that
date (as shown in the middle graphic, on or before August 28, 2017).
Enter/Select dates in both fields to display all forms created within the range of dates
entered. (Note: Enter the same date in both fields to show forms created on that date
only.)
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Figure 2-7 Search Options for Created Date Column
There are two options to populate a date field:
• Click in the field and enter a date (mm/dd/yy format).
Note: After you enter a date, you must press ENTER or click outside the search field to execute
the search.
Figure 2-8 Manually Entering Date in Search Field
•
Click
and select a date from the calendar. Use the
months and the
icons to scroll through years.
icons to scroll through
Note: The search automatically executes when you click a date on the calendar.
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Figure 2-9 Selecting Date from Calendar
Note: Delete search values to revert the column back to displaying all values.
Return to Table of Contents
2.1.3
Selecting Columns to Display on the Page
You can select which columns display in the grid. To show or hide columns, click the column
menu icon
to open and close a list of column titles. Column headings marked with
visible on the page.
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Figure 2-10 Column Title Icon and Menu
In the BSEE 0131 List grid, all columns are displayed by default. Click any column title with
to remove the column from the page. Click a column title without
to add the column back to
the page.
Figure 2-11 Column Title Menu; Adding and Removing Columns
Return to Table of Contents
2.1.4
Changing the Location of Columns
You can change the location (order) of columns in the grid. Click and hold a column heading and
drag it to your desired location. The column heading will follow your cursor. A blue line
indicates which side of your target column you will move to when you release the heading.
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In this example, we move the Region column two columns to the right.
Note: This functionality is not applicable to all columns in the PMD application.
Figure 2-12 Moving a Column
Return to Table of Contents
2.1.5
Resizing Column Width
You can resize columns by placing the cursor on the right-hand border of a column header (the
cursor will change to a split cursor ) and then clicking and dragging the border. Drag it left to
make the column narrower, or right to make it wider.
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Figure 2-13 Resizing a Column
Return to Table of Contents
2.2
Accessing an Existing BSEE 0131 Form
From the BSEE 0131 List page, you can view all existing BSEE 0131 Forms for the company
you are representing. The forms are listed by ID number in the grid. Click the ID number of the
existing BSEE 0131 Form you want to open.
Notes:
•
•
The grid will include any form for which your company is the submitting company or an
associated company.
Depending on monitor size or window size, you may need to use the scroll or pan bars to
see all columns or fields.
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Figure 2-14 BSEE 0131 List Grid; ID Number/Link
When you click an ID number, the BSEE 0131 Form opens.
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Figure 2-15 BSEE 0131 Form Page
The page title identifies:
1. The type of form – BSEE 0131
2. The status of the form – Draft, Submitted, Review, Returned, Rework, Resubmitted,
Accepted, Cancel, or Revision
3. The company code – five-digit identifier for the submitting company
4. The company name – name of the submitting company
1
2
3
4
Figure 2-16 BSEE 0131 Form Title
Under the page title is a series of tabs. These tabs contain all the data for the form.
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Figure 2-17 BSEE 0131 Form Tabs
The following provides an overview of each tab:
•
•
•
•
•
Companies tab – identifies:
Region
Year (calendar year that the data on the form applies to)
Date (when the form was created)
Submitting company
Associated companies (if any)
External remarks
Contact tab – identifies the selected contact for the form, including the contact’s name,
email address, phone number, and fax number (optional)
Safety tab – contains safety-related data for the company’s employees and contractor
employees, breaking down the following data by quarter and by area of operation:
Recordable Injuries/Illnesses
DART Injuries/Illnesses
Hours Worked
Environment – contains data for EPA NPDES non-compliances and oil spills less than 1
barrel (bbl)
Submittal History – allows you to view the submittal history of the form, and to view,
print, and download .pdf versions of the form (this tab will not contain data until the form
is submitted)
The tasks you can perform on a form depend on your User roles and entitlements, and the status
of the form.
In the following section, we will discuss the steps to create, complete, and submit a draft BSEE
0131 Form. The discussion will include instructions on adding data under the form’s tabs.
Return to Table of Contents
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3.0
Creating, Completing, and Submitting a BSEE
0131 Form
This section discusses the steps to create, complete, and submit a BSEE 0131 Form. We will
discuss each of these tasks in its own subsection.
A company is required to submit a BSEE 0131 Form if it meets at least one of the following
criteria:
•
•
•
Oil or gas produced > 0 during a calendar year in any region
Number wells spud > 0 during a calendar year in any region
Platforms Operated Major or Platforms Operated Minor > 0 during a calendar year in any
region
You should submit a BSEE 0131 Form by March 31 following the calendar year for which you
are submitting the form. For example, if you are submitting data for 2017, you should submit by
March 31, 2018.
Return to Table of Contents
3.1
Creating a New BSEE 0131 Form
You can create a new BSEE 0131 Form from the default BSEE 0131 List page (see Section 2.0
BSEE 0131 List Page).
Note: To perform the tasks in this section, you must:
•
•
Be a Designated Operator or Agent for Designated Operator for the company submitting
the form
Have the appropriate role (Enter PMD) to create or maintain a BSEE 0131 Form
To create a new BSEE 0131 Form:
1. From the BSEE 0131 List page, click
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Figure 3-1 Create New Form Button
2. The Create Form0131 dialog box opens. The Company Name and Company Code fields
automatically populate with the company you are representing (i.e., the company you
selected when you logged in to TIMS Web).
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Figure 3-2 Create Form0131 Dialog Box; Company Name and Company Code Fields
3. The Calendar Year field defaults to the current year. If needed, select a different year
from the drop-down field.
Notes:
•
•
The drop-down options are the previous 3 years.
Select the year for which you are submitting data. This may be different from the current
year.
Figure 3-3 Create Form0131 Dialog Box; Calendar Year Field
4. The Region field defaults to the Gulf of Mexico Region. Select the region where your
operating company(ies) worked and generated the data to be entered on the form.
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Figure 3-4 Create Form0131 Dialog Box; Region Field
5. After you complete all fields, click
Note: Click X or
.
to close the dialog box without taking action.
Figure 3-5 Create Form0131 Dialog Box; Save Button
Notes:
•
•
•
A company can only submit one BSEE 0131 Form per region per calendar year.
If a BSEE 0131 Form already exists for your company for the selected calendar year and
region, you will receive an error message when you click
and you will not be
able to create a new form. Click the message to close it.
If your company needs to submit a BSEE 0131 Form for multiple regions, you must
create and submit a form for each region.
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Figure 3-6 Create Form0131 Dialog Box; Error Message for Duplicate Submittal
If you do not receive an error message when you click
opens. You have successfully created a new form.
, your draft BSEE 0131 Form
Note: The page title displays the form type (BSEE 0131), the form status (Draft), and the
company code and name of the submitting company.
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Figure 3-7 Draft BSEE 0131 Form
The following subsection will discuss the steps to complete your draft BSEE 0131 Form.
Return to Table of Contents
3.2
Completing a BSEE 0131 Form
After you create a BSEE 0131 Form (See Section 3.1 Creating a New BSEE 0131 Form), you
must enter required data before you can submit the form.
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Note: When you create a new form, your draft form automatically opens. If you exit and later
return to the PMD application, you can access your form from the BSEE 0131 List page (see
Section 2.2 Accessing an Existing BSEE 0131 Form) for more information.
The form contains a series of tabs that allow you to add data to the form.
Figure 3-8 Draft BSEE 0131 Form; Tabs
The following subsections will discuss the steps to enter and edit required data under each of
these tabs.
Notes:
•
•
To perform the tasks in the following subsections, you must be a Designated Operator or
Agent for Designated Operator for the submitting company with the appropriate role
(Enter PMD) to create or maintain a BSEE 0131 Form.
You can add and edit data for a BSEE 0131 Form when it has a status of Draft, Rework,
or Revision. See Section 1.3 Workflow of a BSEE 0131 Form for more information about
form statuses.
Return to Table of Contents
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3.2.1
Companies Tab
When a form opens, the Companies tab is automatically selected.
Figure 3-9 Draft BSEE 0131 Form; Companies Tab
Under the Companies tab, the following fields are auto-populated based on the data you entered
when you created the draft form:
•
•
•
•
Region – Gulf of Mexico, Alaska, or Pacific
Year – the calendar year the form applies to
Date – the date the form was created
Submitting Company – the company that created and will submit the form
Figure 3-10 Companies Tab; Read-Only Fields
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Note: These fields are read-only and cannot be edited. If any of the above fields are incorrect,
you must delete the draft form and create a new one. See Section 3.3 Deleting a BSEE 0131
Form for more information.
In addition to the read-only fields, the Companies tab includes fields for Associated Companies
and External Remarks.
Figure 3-11 Companies Tab; Associated Companies Grid and External Remarks Field
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If applicable, you can add associated companies and remarks to your draft form.
Note: You should add associated companies if, in addition to the submitting company, there are
any other operating companies that are owners of the data on the form.
To add or edit associated companies and/or remarks:
1. Click
.
Figure 3-12 Companies Tab; Edit Button
2. The BSEE 0131 – Company Editor dialog box opens. To add one or more associated
companies, perform the following steps:
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Figure 3-13 BSEE 0131 – Company Editor Dialog Box
a. Select a Company Name or Company Code from one of the drop-down fields.
Notes:
•
•
•
Making a selection in one of these fields auto-populates the other field.
The fields contain all companies in the system.
You can enter a letter or number sequence in the field to filter the results.
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•
You can use the
or
function to scroll through the values.
Figure 3-14 BSEE 0131 – Company Editor Dialog Box; Company Name Field
b. After you select a company, click
to add the company.
Figure 3-15 BSEE 0131 – Company Editor Dialog Box; Down Arrow Button
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c. After you click
, the company appears in the grid.
Figure 3-16 BSEE 0131 – Company Editor Dialog Box; Company Added to Associated Companies
Grid
d. Repeat steps 2a to 2c to add additional associated companies as needed.
3. To remove a company from the Associated Companies grid, perform the following steps:
a. Click the company in the grid to select the company. The row highlights blue.
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Figure 3-17 BSEE 0131 – Company Editor Dialog Box; Selecting Company in Associated
Companies Grid
b. With the company highlighted, click
.
Figure 3-18 BSEE 0131 – Company Editor Dialog Box; Up Arrow Button
c. After you click
, the company is removed from the grid and is added back to the
list of available associated companies in the drop-down fields. You can repeat these
steps to remove additional companies as needed.
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Figure 3-19 BSEE 0131 – Company Editor Dialog Box; Company Removed from Associated
Companies Grid
4. If needed, you can enter comments in the External Remarks field (this is optional for a
draft form).
Figure 3-20 BSEE 0131 – Company Editor Dialog Box; External Remarks Field
5. When you are finished adding/editing data, click
Note: Click X or
.
to close the dialog box without taking action.
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Figure 3-21 BSEE 0131 – Company Editor Dialog Box; Save Button
Note: A company can only be added as a submitting or associated company for one BSEE 0131
Form per calendar year per region. If you attempt to add an associated company that is already a
submitting or associated company on a different BSEE 0131 Form for the same year and region,
you will receive an error message when you click
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Figure 3-22 BSEE 0131 – Company Editor Dialog Box; Error Message for Duplicate Submittal
If you see this error message, click the message to close it. Edit the associated companies as
needed, then click
to save your data.
After you successfully save your data, the data is applied to the form under the Companies tab.
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Figure 3-23 Companies Tab; Associated Companies and External Remarks Added
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You can continue to edit associated companies and external remarks while the form is in Draft
status.
Return to Table of Contents
3.2.2
Contact Tab
The Contact tab is in the series of tabs at the top of a BSEE 0131 Form. Click
it.
to open
Figure 3-24 Draft BSEE 0131 Form; Contact Tab
You must select a contact before you can submit your form. You may also have to add additional
contact information.
The following subsections will discuss the steps to add and edit contact data.
Return to Table of Contents
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3.2.2.1 Creating a Contact
If the contact you need to add to the form is not in the TIMS Web database, then you must first
create a contact. Creating a contact adds the person to the list of available contacts for your
company.
Note: If the contact is already in the system, skip to Section 3.2.2.2 Selecting a Contact for the
steps to select an existing contact for the form.
To create a contact:
1. Click
.
Figure 3-25 Contact Tab; Select Contact Button
2. The Request New Contact dialog box opens. Enter the contact’s name and primary email
address, then click
.
Notes:
•
Fields marked with a red asterisk * are required.
•
Click X or
to close the page without taking action.
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Figure 3-26 Request New Contact Dialog Box
Note: If you enter a primary email address that is already in the system, you will receive an error
message when you click
. You cannot request a new contact if the contact’s primary
email address is already in the system. Click the error message to close it.
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Figure 3-27 Request New Contact Dialog Box; Error Message for Existing Email Address
If you click
and do not receive the error message, the contact now exists in the system.
You can select the contact for the form you are creating and for any future form for the company
you are representing. We will discuss the steps to select a contact in the following subsection.
Return to Table of Contents
3.2.2.2 Selecting a Contact
Before you can submit your form, you must select a contact. The contact you select should be
knowledgeable about all data in the form. This will be the first person BSEE contacts should
they have questions about the data you provide. The selected contact will also receive all email
notifications sent from the system regarding the form.
To select a contact:
1. Click
.
Figure 3-28 Contact Tab; Select Contact Button
2. The Add Existing Contact dialog box opens. Select a contact from the drop-down field,
then click
to add the contact to your form.
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Notes:
•
•
•
•
The drop-down field contains all the contacts currently in the TIMS Web database for the
submitting company.
You can enter a full or partial letter sequence in the field to filter the results.
If the contact you need to add is not listed, see Section 3.2.2.1 Creating a Contact.
Fields marked with a red asterisk * are required.
•
Click X or
to close the dialog box without taking action.
Figure 3-29 Add Existing Contact Dialog Box
After you click
:
•
•
The contact’s name is added as the Selected Contact under the Contact tab.
If an email address, telephone number, and/or fax number for the contact are already in
the system, this data will automatically populate in the field(s). If any of this data is not in
the system, the field(s) will be blank.
•
The
and
buttons are deactivated. You can only
select one contact for a BSEE 0131 Form. If you need to change the contact, you must
first deselect the selected contact – see Section 3.2.2.6 Deselecting a Contact for more
information.
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Figure 3-30 Contact Tab; Selected Contact Fields
Notes:
•
•
To submit your form, the Email and Telephone fields must be populated for the Selected
Contact.
Depending on monitor size and window size, you may have to use the window scroll and
pan bars to view all fields, tabs, and action buttons.
Once you have added a contact, three subtabs – Emails, Phone Numbers, and Fax Numbers –
appear at the bottom of the page. You can use the subtabs to add, edit, and delete data for the
selected contact.
Figure 3-31 Contact Tab; Subtabs
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The following subsections will discuss adding, editing, and deleting data for the selected contact,
as well as selecting which data will appear on the form.
Return to Table of Contents
3.2.2.3 Selecting and Adding Email Address
To submit a BSEE 0131 Form, the Email field must be populated for the selected contact. You
can use this field to select which email address to use for the form.
Figure 3-32 Email Field for Selected Contact
Notes:
•
•
•
•
By default, the Selected Contact Email field displays the contact’s Primary Email
Address from the TIMS Web database.
The Primary Email Address also displays under the Emails subtab.
If the system contains additional email addresses for the contact, they will be available
options in the Email drop-down field and will also populate as Alternate Email Addresses
under the Emails subtab.
If the system does not contain a primary email address or an alternate email address,
these field(s) will be blank under the Emails subtab.
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Figure 3-33 Email Field for Selected Contact; Primary and Alternate Email Addresses Under
Emails Subtab
If there are multiple email addresses in the drop-down Email field, you can select which email to
use for the form.
Notes:
•
When you submit the form, the email address selected in this field will appear on the
form and will be used for all email notifications associated with the form. The email
address you select should belong to the selected contact.
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Figure 3-34 Email Field; Changing Selection in Drop-Down Field
If the Email drop-down field is blank, or if the email address you need to use for the form is not
listed in the field, you can add an alternate email address for the contact.
Note:
•
•
•
Alternate email addresses are not required.
The system does not limit the number of alternate email addresses you can add.
Under the Emails subtab, you can add, edit, and delete alternate email addresses only.
The Primary Email Address field is read-only.
To add an alternate email address:
1. Ensure the Emails subtab is selected, then click
.
Note: Any existing alternate email addresses in the system will display in the Alternate Email
Addresses grid. If there are no alternate email addresses in the system, the grid will be empty.
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Figure 3-35 Emails Subtab; Add Email Button
2. The Add/Edit Email dialog box appears. Enter a valid email address, then click
Notes:
•
Fields marked with a red asterisk * are required.
•
Click X or
to close the dialog box without taking action.
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Figure 3-36 Add / Edit Email Dialog Box; Adding Alternate Email Address
After you click
the Emails subtab.
, the email address is added to the Alternate Email Addresses grid under
Figure 3-37 Email Address Added to Alternate Email Addresses Grid
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In addition, the email address you added is automatically selected in the Email field for the
selected contact.
Figure 3-38 Added Alternate Email Address Populated in Email Field for Selected Contact
You can leave this as the selected email address for the form or use the drop-down field to select
a different email address.
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Figure 3-39 Selected Contact Email Field; Selecting Email Address for Form
Notes:
•
•
•
You can continue to add alternate email addresses and/or change the selected email while
the form is in Draft status.
The PMD application does not have an “Undo” feature; changes must be manually reset
during a session to default (or other) settings.
Depending on monitor size and window size, you may need to use the window scroll or
pan bars to see all columns, function buttons, or fields.
Return to Table of Contents
3.2.2.4 Selecting and Adding Phone and Fax Numbers
To submit a BSEE 0131 Form, the Telephone field must be populated for the selected contact.
You can use this field to designate which phone number to use for the form. (The Fax field is
optional.)
Note: Depending on monitor size and window size, you may need to use the window scroll bar to
see all fields for the selected contact.
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Figure 3-40 Telephone and Fax Fields for Selected Contact
These drop-down fields will contain any numbers that exist in the TIMS Web database for the
selected contact. For this example, we will look at the Telephone field.
•
•
•
If the system does not contain a number for the contact, the field will be blank and there
will be no options from the drop-down.
If the system contains only one number, it will be the only option in the drop-down field.
If there are multiple numbers in the system, they will all be available in the drop-down
field and you can select which one to use for the form.
Figure 3-41 Telephone Field with Zero, One, and Multiple Options
Note: When you submit the form, the number selected in this field will be the number used for
the form. The phone number you select should belong to the selected contact.
If the field is blank or if the number you need to use for the form is not available in the dropdown field, you can add a new phone number for the contact.
Notes:
•
The contact must have at least one phone number, and the Telephone field must be
populated for you to submit your form.
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•
•
A fax number is not required.
The system does not limit the number of telephone or fax numbers you can add.
To add a phone number:
1. Click
to open the Phone Numbers subtab for the Selected Contact.
Figure 3-42 Phone Numbers Subtab
Note: Any phone numbers in the system will display in the Phone Numbers grid. If there are no
phone numbers in the system, the grid will be empty.
2. Click
.
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Figure 3-43 Add Phone Number Button
2. The Add / Edit Phone Number dialog box appears. Select Cell or Office in the Phone
Type field.
Figure 3-44 Add / Edit Phone Number Dialog Box; Phone Type Field
3. Enter a phone number (numbers only, no punctuation), then click
Notes:
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•
Fields marked with a red asterisk * are required.
•
Click X or
to close the dialog box without taking action.
Figure 3-45 Add / Edit Phone Number Dialog Box; Phone Number Field
After you click
, the data is added to the grid under the Phone Numbers subtab.
Figure 3-46 Phone Number Added to Phone Numbers Grid
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In addition, the number you added is automatically selected in the Telephone field for the
Selected Contact.
Figure 3-47 Added Phone Number Populated in Telephone Field for Selected Contact
You can leave this as the selected phone number for the form or use the drop-down field to select
which number to use the form.
Figure 3-48 Telephone Field; Selecting Number for Form
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To select and add a fax number for the form, follow the steps above, but use the Fax field and the
Fax Numbers subtab instead of the Telephone field and Phone Numbers subtab.
Note: Fax numbers are optional. You do not have to select a fax number to submit the form, and
a fax number is not required under the Fax Numbers subtab.
Figure 3-49 Fax Field and Fax Numbers Subtab
Notes:
•
•
•
You can continue to add phone and fax numbers and/or change the selected numbers
while the form is in Draft status.
The PMD application does not have an “Undo” feature; changes must be manually reset
during a session to default (or other) settings.
Depending on monitor size and window size, you may need to use either the window
scroll or pan bars to see all columns, function buttons, or fields.
Return to Table of Contents
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3.2.2.5 Editing and Deleting Contact Information
If an alternate email address, phone number, or fax number is incorrect or not needed, you can
edit or delete it using the edit ( ) and delete ( ) icons under the subtabs. Since the functionality
is the same for all three subtabs, we have combined the discussion in this subsection.
To edit an alternate email address, phone number, or fax number:
1. Select the subtab for the data you need to edit (Phone Numbers in this example).
Figure 3-50 Phone Numbers Subtab
2. Click
next to the data you need to edit (an office phone number in this example).
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Figure 3-51 Phone Numbers Subtab; Edit Function
3. An Add / Edit dialog box appears for the selected tab. Add or edit data as needed (in this
example, we are changing the phone number).
Figure 3-52 Add / Edit Phone Number Dialog Box; Edited Fields
After you click
, the data is updated in the grid under the selected tab.
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Figure 3-53 Updated Phone Numbers Grid after Edit
In addition, the updated data is automatically selected in the corresponding field in the Selected
Contact section.
Figure 3-54 Telephone Field for Selected Contact Defaults to Edited Phone Number
You can leave this as the selected data for the form, or select a different value if there are
multiple options in the drop-down menu.
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Figure 3-55 Telephone Drop-Down Field with Edited Phone Number
To delete an alternate email address, phone number, or fax number:
1. Select the subtab for the data you need to edit (Emails in this example).
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Figure 3-56 Emails Subtab
2. Click
next to the data you need to delete (an alternate email address in this example).
Note: The Primary Email Address field is read-only. The data in that field cannot be edited or
deleted.
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Figure 3-57 Emails Subtab; Delete Function
3. A Confirmation dialog box opens. Click
Note: Click
to delete the data.
or X to close the Confirmation dialog box without deleting the data.
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Figure 3-58 Confirmation Dialog Box for Deleting Data
After you click
, the data is removed from the grid under the selected tab.
Figure 3-59 Emails Subtab; Updated Grid after Deletion
If you delete an email address, phone number, or fax number, that data is no longer available in
the corresponding drop-down field for the selected contact. Ensure these fields display the
correct data before you submit your form.
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Figure 3-60 Email Drop-Down Field after Deletion
Notes:
•
•
•
You can continue to edit or delete contact data while the form is in Draft status.
The PMD application does not have an “Undo” feature; changes must be manually reset
during a session to default (or other) settings.
Depending on monitor size and window size, you may need to use either the window
scroll or pan bars to see all columns, function buttons, or fields.
Return to Table of Contents
3.2.2.6 Deselecting a Contact
If you need to change the contact for your form, you must deselect the selected contact, then add
a new one. To deselect a contact:
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1. Under the Contact tab, click
.
Figure 3-61 Delete Contact Button
2. A Confirmation dialog box opens. Click
Note: Click X or
to confirm the deletion.
to close the dialog box without taking action.
Figure 3-62 Confirmation Dialog Box to Delete a Contact
After you click
•
:
The contact’s data is deleted from the Selected Contact fields.
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•
The Contact subtabs are no longer visible.
•
The
and
buttons are reactivated, and the
button is deactivated.
Figure 3-63 Contact Tab with Contact Deleted
Remember, your form must include a selected contact before you can submit. Repeat the steps in
Section 3.2.2.2 Selecting a Contact to add a new contact.
Notes:
•
•
Depending on monitor size and window size, you may need to use the window scroll or
pan bars to see all columns, tabs, function buttons, or fields.
The PMD application does not have an “Undo” feature; changes must be manually reset
during a session to default (or other) settings.
Return to Table of Contents
3.2.3
Safety Tab
The Safety tab is in the series of tabs at the top of a BSEE 0131 Form. Click
it.
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Figure 3-64 Safety Tab for Draft BSEE 0131 Form
You will use this tab to enter safety-related data for the calendar year.
The Safety tab contains a set of tables for each of the following categories:
•
•
•
Recordable Injuries/Illnesses
Days Away, Restricted, or Transferred (DART) Injuries/Illnesses
Hours Worked
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Figure 3-65 Safety Tab; Table Categories
Each category breaks down data by:
•
•
•
Your company employees and contractor employees (one table for each)
Three areas of operation: Production, Drilling, and Construction (a column for each)
The four quarters of the year (a row for each)
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Figure 3-66 Safety Tab; Tables with Columns and Rows Highlighted
To add or edit safety data:
1. Click
.
Figure 3-67 Safety Tab; Edit Button
2. The BSEE 0131 - Safety Editor dialog box opens. It contains the same categories and
table rows/columns as under the Safety tab.
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Figure 3-68 BSEE 0131 - Safety Editor Dialog Box
3. To add data in a table, click in a table cell and enter a number.
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Notes:
•
•
•
•
•
•
You can only enter whole numbers (no decimals or fractions).
0 is a valid entry.
For the Recordable Injuries / Illnesses and DART Injuries / Illnesses categories, enter the
total number of instances for the quarter and area of operation.
For the Hours Worked category, enter the total number of hours for the quarter and area
of operation.
This value is the number of actual hours worked during the calendar year on the OCS
by those production, drilling, or construction operations employees assigned to an
operator's OCS locations. Transportation contractor hours worked should include all
time worked regardless of location (excluding office staff and management), but
should be allocated among multiple operators (if the services are shared), and
distributed amongst the aforementioned areas of operation. Do not include hours for
which the employee is off-work or sleeping. Therefore, record hours on a 24-hour
basis only in the unusual event that an employee works through a full day. The
number should account for the submitting company plus any associated companies.
You can proceed to the next cell by pressing TAB or clicking within the cell.
To delete or edit data in a cell, simply click in the cell and delete or enter new data in the
cell.
Figure 3-69 BSEE 0131 - Safety Editor Dialog Box; Entering Data in Table Cell
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Note: As you enter data, ensure you are in the correct cell. For example, to enter the total number
of hours that contractors worked on construction tasks in the second quarter, click the cell that is
in the:
•
•
•
•
Hours Worked category
Contractors table
Construction column
2QTR row
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Figure 3-70 BSEE 0131 - Safety Editor Dialog Box; Locating Correct Table/Cell
3. Complete all the entries you need to make, then click
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Notes:
•
•
•
•
The
button activates after you enter a number in at least one cell.
You do not have to enter data in all cells to save. However, you must complete all cells
before you can submit your form.
If you attempt to submit your form without completing all required fields, you will
receive an error message (see Section 3.4 Submitting a BSEE 0131 Form). Remember, if
there are no instances/hours to record, enter “0” in the cell; do not leave the cell blank.
Click X or
to close the dialog box without taking action.
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Figure 3-71 BSEE 0131 - Safety Editor Dialog Box with Sample Data Entered; Save Button
After you click
, the fields are updated under the Safety tab.
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Figure 3-72 Safety Tab; Tables Updated with Sample Data
You can continue to add and edit safety data while the form is in Draft status.
Notes:
•
•
Depending on monitor size and window size, you may need to use the window scroll or
pan bars to see all columns, tabs, function buttons, or fields.
The PMD application does not have an “Undo” feature; changes must be manually reset
during a session to default (or other) settings.
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Return to Table of Contents
3.2.4
Environment Tab
The Environment tab is in the series of tabs at the top of a BSEE 0131 Form. Click
to open it.
Figure 3-73 Environment Tab for Draft BSEE 0131 Form
You will use this tab to enter data for National Pollutant Discharge Elimination System (NPDES)
noncompliances and oil spills (less than 1 barrel) that occurred during the calendar year.
To add or edit environmental data:
1. Click
.
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Figure 3-74 Environment Tab; Edit Button
2. The BSEE 0131 – Environment Editor dialog box appears. Enter the total number of EPA
noncompliances experienced by the operating company(ies) in the selected region during
the calendar year.
Notes:
•
•
If there were no noncompliances, enter 0.
Entries must be whole numbers (no decimals or fractions).
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Figure 3-75 BSEE 0131 – Environment Editor Dialog Box; No. EPA NonCompliances Field
3. Enter the number of oil spills (less than 1 bbl).
Notes:
•
•
•
•
Count every occurrence of a spill less than 1 bbl and tally that sum.
Do not include oil spills greater than 1 bbl.
If there were no oil spills less than 1 bbl, enter 0.
Entries must be whole numbers (no decimals or fractions).
Figure 3-76 BSEE 0131 – Environment Editor Dialog Box; Number of Spills Field
4. Enter the total volume (in bbl) of all oil spills less than 1 bbl.
Notes:
•
For each individual spill (less than 1 bbl), estimate the volume of oil lost. Then, sum the
estimates for each spill and enter the total amount of oil lost (in bbls).
If an oil spill was greater than 1 bbl, do not include it in the calculation.
Decimals are allowed for this field. You can enter up to 6 decimal points. If you enter
additional decimal points, the system will round the number to the sixth decimal.
The total volume must be less than or equal to the number of spills.
•
•
•
Figure 3-77 BSEE 0131 – Environment Editor Dialog Box; Total Volume for Spills Field
5. After you enter the data, click
.
Notes:
•
You do not have to complete all fields to save. However, you must complete all fields
before you can submit your form.
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•
If you attempt to submit your form without completing all required fields, you will
receive an error message (see Section 3.4 Submitting a BSEE 0131 Form). Remember, if
there is no data to record in a cell, enter “0”; do not leave the cell blank.
•
Click X or
to close the dialog box without taking action.
Figure 3-78 BSEE 0131 – Environment Editor Dialog Box with Sample Date Entered; Save Button
Note: To save your data, the value in the Total Volume for Spills field must be less than or equal
to the value in the Number of Spills field. If this condition is not met, an error message appears
when you click
.
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Figure 3-79 BSEE 0131 – Environment Editor Dialog Box; Error Message
If you see this error message, click the message to close it. Edit the fields as needed, then click
to save your data.
After you successfully save the data, the fields are updated under the Environment tab.
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Figure 3-80 Environment Tab; Updated Fields
You can continue to add and edit environmental data while your form is in Draft status.
Notes:
•
•
Depending on monitor size and window size, you may need to use the window scroll or
pan bars to see all columns, tabs, function buttons, or fields.
The PMD application does not have an “Undo” feature; changes must be manually reset
during a session to default (or other) settings.
Return to Table of Contents
3.3
Deleting a BSEE 0131 Form
You can delete a draft BSEE 0131 Form at any time and from any tab.
Note: You cannot delete a form that has any status other than Draft.
To delete a form:
1. At the top of the form, click
.
Figure 3-81 Draft BSEE 0131 Form; Delete Button
2. A Confirmation dialog box opens. Click
Note: Click X or
to delete the draft form.
to close the dialog box without taking action.
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Figure 3-82 Confirmation Dialog Box to Delete a Draft Form
After you click
, you are redirected to the BSEE 0131 List page. The draft form is deleted
from the PMD application and is no longer accessible. Be aware that deleting your draft form
will delete all associated data you have added including Safety and Environment data.
Return to Table of Contents
3.4
Submitting a BSEE 0131 Form
This section assumes you have created a BSEE 0131 Form (see Section 3.1 Creating a New
BSEE 0131 Form) and have performed the steps to complete the form (see Section 3.2
Completing a BSEE 0131 Form).
When you have finished adding data to your draft form, reviewing it for accuracy and
completeness, and editing as needed, you are now ready to submit it for review and acceptance.
To submit a BSEE 0131 Form:
1. At the top of the form, click
Note: The
.
button is visible from any tab.
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Figure 3-83 Submit Button for Draft BSEE 0131 Form\
3. A Confirmation dialog box opens. Click
Note: Click X or
to confirm the submission.
to close the dialog box without submitting.
Figure 3-84 Confirmation Dialog Box to Submit BSEE 0131 Form
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4. When you click
, the system checks if you have entered all required data.
a. If you have not completed all requirements for the form, an error message appears.
You must complete the requirements in the message before the system will allow you
to submit. Click the error message to close it.
Note: Remember, no blank fields are allowed under the Safety and Environment tabs. If the
correct data is “zero,” enter 0, do not leave any cells blank. See Sections 3.2.3 Safety Tab and
3.2.4 Environment Tab for more information.
Figure 3-85 Error Message – Additional Items Required before Submitting
b. If you have completed all requirements for the form, then after you click
are redirected to the BSEE 0131 List page. Your form is displayed in the grid.
Note: The Status is now Submitted.
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Figure 3-86 BSEE 0131 List Page; Form in Submitted Status
You can click the blue submittal ID link to open your form.
Figure 3-87 Form ID Number; Form in Submitted Status
The page title indicates the Submitted status. Your form is now read-only. You cannot edit form
data when the form is in Submitted status.
Note: There is an option to recall a form to Draft status before it goes to Review status. See
Section 4.3 Recalling a Submitted or Resubmitted BSEE 0131 Form for more information.
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Figure 3-88 BSEE 0131 Form Title for Form in Submitted Status
After you submit a form, the system notifies BSEE of the submission. A BSEE reviewer will
then review the form.
Notes:
•
•
When an Internal reviewer starts the review of the form, the status will update to Review.
Once in Review status, the Recall option will no longer be available.
The system will send an email to the form’s selected contact when a BSEE reviewer does
any of the following:
Accepts your form
Returns the form for rework
Cancels the form (if the Reviewer determines it is not needed)
In addition, you can always check the status of your form on the BSSEE List page.
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4.0
Working with Forms after Submission
This section and all of its subsections assume you have performed all tasks in Section 3.0
Creating, Completing, and Submitting a BSEE 0131 Form.
In this section, we will discuss the tasks you may perform after you submit a BSEE 0131 Form,
including reworking, revising, and recalling forms and viewing a form’s submittal history.
Return to Table of Contents
4.1
Reworking a Returned BSEE 0131 Form
After you submit a BSEE 0131 Form, an Internal reviewer may return the form so you can make
changes. If a reviewer returns a form, the form’s selected contact will receive an email
notification.
To rework a returned BSEE 0131 Form:
1. From the BSEE 0131 List page, click the ID number for the form you need to rework.
Note: The form status is Returned.
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Figure 4-1 BSEE 0131 List Page; Function to Open a Returned Form
2. The BSEE 0131 Form opens. Under the Companies tab, read the External Remarks at the
bottom of the page. This field now displays comments entered by the Internal reviewer
and should inform you of the changes you need to make on the form.
Note: In Returned status, the form is read-only.
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Figure 4-2 Returned BSEE 0131 Form; External Remarks Field
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3. When you are ready to rework the form, click
at the top of the page.
Figure 4-3 Returned BSEE 0131 Form; Rework Button
4. A Confirmation Dialog box opens. Click
Note: Click X or
to begin reworking the form.
to close the dialog box without taking action.
Figure 4-4 Confirmation Dialog Box to Rework a Returned Form
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5. After you click
, the form status changes from Returned to Rework. The form is
now editable and has the same functionality as a form in Draft status. Make any changes
under any of the tabs.
Notes:
•
•
See Section 3.2 Completing a BSEE 0131 Form for more information about adding and
editing data on a BSEE 0131 Form.
You cannot delete a form in Rework status.
Figure 4-5 BSEE 0131 Form in Rework Status; Editing Functionality Reactivated
6. When you are ready to resubmit the form, click
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Figure 4-6 BSEE 0131 Form in Rework Status; Resubmit Button
7. A Confirmation dialog box opens. Click
Note: Click X or
to resubmit the form.
to close the dialog box without taking action.
Figure 4-7 Confirmation Dialog Box to Resubmit a Form
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After you click
, the view returns to the BSEE 0131 List page. The form is now in
Resubmit status and is read-only.
Figure 4-8 BSEE 0131 List Page; Form in Resubmit Status
Note: There is an option to recall a form to Rework status before it goes to Review status. See
Section 4.3 Recalling a Submitted or Resubmitted BSEE 0131 Form for more information.
After you resubmit a form, the system notifies BSEE of the resubmission. A BSEE reviewer will
then restart the review of the form.
Notes:
•
•
When the Internal reviewer restarts the review of the form, the status will update to
Review. Once in Review status, the Recall option will no longer be available.
The system will send an email to the form’s selected contact when a BSEE reviewer does
any of the following:
Accepts the form
Returns the form to you to rework again
Cancels the form (if the Reviewer determines it is not needed)
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•
See Section 1.3 Workflow of a BSEE 0131 Form for more information about form
statuses and workflow.
Return to Table of Contents
4.2
Revising an Accepted BSEE 0131 Form
In some circumstances, you may need to make changes to a form that BSEE has already
accepted. The PMD application provides an option for you to revise a BSEE 0131 Form with a
status of Accepted.
To revise an accepted BSEE 0131 Form:
1. From the BSEE 0131 List page, click the ID number of the form you need to revise.
Note: The status of the form must be Accepted for you to revise it.
Figure 4-9 BSEE 0131 List Page; Action to Select an Accepted Form
2. The form opens. Click
at the top of the page.
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Figure 4-10 BSEE 0131 Form (Accepted); Revise Button
3. A Confirmation dialog box opens. Click
to Revision.
Note: Click X or
to change the form status from Accepted
to close the dialog box without taking action.
Figure 4-11 Confirmation Dialog Box to Revise Accepted Form
4. After you click
, the form status changes from Accepted to Revision. You can
now edit the form. Make the needed changes under any tabs.
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Note:
•
•
The functionality of a form in Revision status is the same as Draft status. See Section 3.2
Completing a BSEE 0131 Form for information on editing data under each of the BSEE
0131 Form’s tabs.
You cannot delete a form in Revision status.
Figure 4-12 BSEE 0131 Form (Revision)
5. After you make all necessary revisions, click
Note: The
button is visible from every tab.
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Figure 4-13 Action to Submit a BSEE 0131 Form (Revision)
6. A Confirmation dialog box opens. Click
Note: Click X or
to submit the form.
to close the dialog box without taking action.
Figure 4-14 Confirmation Dialog Box to Submit a Form in Revision Status
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3. After you click
, the BSEE – Remarks Editor dialog box opens. In the External
Remarks field, describe the revisions you made on the form and/or the reason you revised
the form, then click
.
Notes:
•
If there are existing remarks in the field, you can leave them in the field or delete them.
•
Click X or
to close the dialog box without taking action.
Figure 4-15 BSEE – Remarks Editor Dialog Box
After you click
, the view returns to the BSEE 0131 List page. The form status is now
Submitted. It is read-only and awaiting review by an Internal User.
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While the form is in Submitted status, you can recall it to Revision status if you need to make
additional changes. See Section 4.3 Recalling a Submitted or Resubmitted BSEE 0131 Form for
more information.
Notes:
•
•
•
When the Internal reviewer restarts the review of the form, the status will update to
Review. Once in Review status, the Recall option will no longer be available.
The system will send an email to the form’s selected contact when a BSEE reviewer does
any of the following:
Accepts the form
Returns the form to you to rework
Cancels the form (if the Reviewer determines it is not needed)
See Section 1.3 Workflow of a BSEE 0131 Form for more information about form
statuses and workflow).
Return to Table of Contents
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4.3
Recalling a Submitted or Resubmitted BSEE 0131 Form
If you have submitted or resubmitted a BSEE 0131 Form – and BSEE has not yet started its
Review of the form – you can recall the form if you need to make changes. After you recall a
form, you can edit it, then submit or resubmit it again.
The following describes when you can recall a BSEE 0131 Form:
•
•
•
After you submit a draft form, you can recall it from Submitted status back to Draft
status.
After you rework and then resubmit a form that BSEE returned to you, can you can recall
it from Resubmit status back to Rework status.
After you revise and then submit an Accepted form, you can recall it from Submitted
status back to Revision status.
Note: In any case, once a form changes to Review status, you can no longer recall it.
Figure 4-16 illustrates the BSEE 0131 Form workflow and highlights the statuses you can recall
from and to.
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Figure 4-16 BSEE 0131 Form Workflow; Recall Options Highlighted
To recall a submitted or resubmitted form:
1. From the BSEE 0131 List page, click the ID number for the form you need to recall.
Note: Ensure the form status is Submitted or Resubmit. If the status is Review, you can no longer
recall it.
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Figure 4-17 BSEE 0131 List Page; Function to Open Submitted Form
2. The form opens. Click
Note: The
at the top of the page.
button is visible from any tab.
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Figure 4-18 BSEE 0131 Form; Recall Button
3. A Confirmation Dialog Box opens. Click
Note: Click X or
to recall the form.
to close the dialog box without taking action.
Figure 4-19 Confirmation Dialog Box to Recall a BSEE 0131 Form
After you click
, the view returns to your BSEE 0131 Form. The form has reverted to its
previous status before you submitted/resubmitted (i.e., Draft, Rework, or Revision).
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Figure 4-20 BSEE 0131 Form Recalled Back to Draft Status
Depending on the form status, you can now do the following:
•
•
•
If the form is in Draft status, you can edit and submit the form or delete the form.
See Sections 3.2 Completing a BSEE 0131 Form, 3.3 Deleting a BSEE 0131 Form, or
3.4 Submitting a BSEE 0131 Form for more information about working with a draft
form.
If the form is in Rework status, you can edit and resubmit the form.
See Section 4.1 Reworking a Returned BSEE 0131 Form for more information.
If the form is in Revision status, you can edit and submit the revised form.
See Section 4.2 Revising an Accepted BSEE 0131 Form for more information.
Return to Table of Contents
4.4
Viewing a BSEE 0131 Form’s Submittal History
You can view the submittal history of any BSEE 0131 Form.
To view a form’s submittal history:
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1. From the BSEE 0131 List page, click the ID number of the form you need to view.
Figure 4-21 BSEE 0131 List Page; Action to Select a Form
2. The form opens. Click
.
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Figure 4-22 Submittal History Tab
Notes:
•
•
•
•
•
•
The Submittal History grid lists each instance the form changed to one of the following
statuses:
Submitted
Resubmit
Accepted
For a form in Draft status, the grid will be blank.
If there have been multiple submissions of the form, the most recent submission will be at
the top. The original submission will be at the bottom.
Recalling a form removes the most recent submission.
The grid contains the following fields for each submission:
EDMS Object ID – identifies where the file for the form is stored within EDMS
Report Name – BSEE 0131
Report Description – identifies the status of the form at the time of submission
File Name – system-assigned name of the .pdf file for the form
Created Date – the date the form updated to the status in the Report Description field
Depending on monitor size and window size, you may need to use the window scroll or
pan bars to see all columns, tabs, function buttons, or fields.
The following subsection will discuss the steps to view, print, and download .pdf versions of the
form from the Submittal History tab.
Return to Table of Contents
4.4.1
Downloading and Printing a BSEE 0131 Form
This section assumes you have completed the steps in Section 4.4 Viewing a BSEE 0131 Form’s
Submittal History to open the Submittal History tab for a BSEE 0131 Form.
From the Submittal History tab, you can view, download, and print the current and/or historic
versions of a BSEE 0131 Form.
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Figure 4-23 Submittal History Tab
To view, download, or print a form submittal as a .pdf file:
1. Click
next to the submittal you want to open.
Note: If there are multiple submittals in the grid:
•
•
•
Each submittal contains the data on the form at the time of that submission.
The most recent (top) submittal will show the current data on the form. Previous
submittals will show historic data (i.e., the data entered on the form for that submission).
If needed, you can download/print multiple versions to compare data.
Figure 4-24 Action to View a .pdf Version of a Form
2. The.pdf file opens in a new window. It contains all the data entered on the form at the
time of the submission you selected.
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Note: The form has been assigned an OMB Control Number and OMB Approval expiration date.
Figure 4-25 .pdf Version of BSEE 0131 Form
3. If you need to download the .pdf file, click
.
Note: The system supports standard Windows / Adobe functionality for viewing, saving,
printing, etc. The position and look of these functions may differ depending on the web browser
and computer system you are using. Figures in this guide show page views using Google
Chrome.
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Figure 4-26 .pdf Version of BSEE 0131 Form; Download Function
4. Choose where you want to save the file, then click
.
Note: The File name automatically populates with the system-assigned file name. You can
change it if desired.
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Figure 4-27 Standard Windows Save As Dialog Box
5. After you save the file, the view returns to the .pdf. If you need to print the file, click
Figure 4-28 .pdf Version of BSEE 0131 Form; Print Function
6. Select the print settings, then click
.
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Figure 4-29 Standard Windows Print Dialog Box
7. After you print the file, the view returns to the .pdf. When you are finished working with
the .pdf file, click
to close the window and return to the Submittal History tab.
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Figure 4-30 .pdf Version of BSEE 0131 Form; Function to Close Window
Return to Table of Contents
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Appendix A: Acronyms and Abbreviations
BBL
Barrel
BSB
Business Systems Branch
BSEE
Bureau of Safety and Environmental Enforcement
DART
Days Away, Restricted, or Transferred
DOI
Department of the Interior
EDMS
Electronic Document Management System
EPA
Environmental Protection Agency
G
Gulf of Mexico region
NPDES
National Pollutant Discharge Elimination System
OCS
Outer Continental Shelf
OMB
Office of Management and Budget
P
Pacific region
PMD
Performance Measures Data
SEMS
Safety and Environmental Management Systems
TIMS Web
Technical Information Management System (TIMS) Web
TSD
Technical Services Division
Y
Alaska region
Return to Table of Contents
Page A-1
File Type | application/pdf |
Subject | 331 |
Author | Generic User |
File Modified | 2018-01-05 |
File Created | 2018-01-05 |