Defect/Recall Report System 

User Acceptance Test Phase Summary 
EPA-420-B-10-031

July 2010

Compliance and Innovative Strategies Division

Office of Transportation and Air Quality

U.S. Environmental Protection Agency

Defect/Recall Report System 

User Acceptance Test Phase Summary
 

Overview 

Purpose and Goals of User Acceptance Test Phase 

As a user of the new emission defect information and voluntary emission recall report 

(DR/VERR) system, it is important that you understand the process and functions of the 

system. Therefore, we are conducting “user acceptance testing.” This will be the final testing 

phase before we implement the new DR/VERR system. 

The purpose of the User Acceptance Test Phase is to allow users to evaluate portions of the 

new Defect and Recall Report System affecting you in a real-time dynamic environment 

including the ability to: 

Download the forms to your desktop, input emission defect information, voluntary emission 

recall and quarterly recall update report (DR/VERR/QR) data into the EPA templates/forms, 

and save these forms on your desktop; 

Submit completed DR/VERR/QR forms and attachments to the Verify Document Module; 

Check the status of DR/VERR System forms/attachments submitted to the Verify 

Document Module in your Verify CDX inbox. 

This document provides information on how to obtain testing materials, how to access the test 

environment and a step-by-step testing guide to assist you during the testing period. 

Timing for User Acceptance Test Phase and Deployment/Implementation 

The timing for EPA and manufacturer testing and Deployment/Implementation of the New 

Defect/Recall Report System is as follows: 

Manufacturer User Acceptance Testing: July 12 – July 30, 2010 

EPA User Acceptance Testing: July 26 – August 6, 2010 

New DR/VERR System Deployment and Manufacturer Guidance Letter Announcing New 

DR/VERR System Implementation: August 9, 2010 

New DR/VERR System Implementation: September 1, 2010 

Contacts 

If you have questions or concerns regarding test user accounts and access to the test 

environment, please direct questions to one of the following individuals: 

Michael Heese Sandra Somoza 

202.343.9332 734.214.4704 

heese.michael@epa.gov somoza.sandra@epa.gov 

For all other questions or concerns, please contact the DR/VERR System Team Leader, Arvon 

L. Mitcham (734.214.4522, mitcham.arvon@epa.gov). 

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User Acceptance Testing 

Manufacturer Input Forms 

The latest version of the manufacturer input forms for user acceptance testing can be 

downloaded at: 

Manufacturer Input Forms 

http://www.epa.gov/otaq/verify/publications.htm 

We recommend that manufacturers use this version of the forms for user acceptance testing 

since the emissions defect information (DR) and the voluntary emissions recall report (VERR) 

forms have been slightly revised since the last distribution (the Quarterly Emission Recall 

Progress Report (QR) remains unchanged). Text from previous versions can be “cut and paste” 

in the latest versions but you will have to reselect the choices for fields with radio buttons and 

pull-down menus. If you are unsure of the correct version, check in the lower, left hand corner 

of each form for the date and version number as follows: 

EDIR: 5/2010, Version 1.0, Beta 5 

VERR: 5/2010, Version 1.0, Beta 5 

QR: 4/2010, Version 1.0, Beta 4 

Testers should submit at least one of each form to the Verify Document Module test 

environment, as well as mock attachments for applicable documents. This information is for 

testing purposes only and will not be used in the production version of the DR/VERR 

System nor made available to the public. 

Form Submittal to the Verify Document Module in the Test Environment 

To access the test environment and submit the test forms, the following web address should be 

used: 

Verify Document Module Test Environment 

https://test.epacdx.net 

This test environment mimics the appearance and functionality of the actual production 

environment, including a mock version of the Verify Document Module. This allows us to 

simulate how the system functions once the new DR/VERR System is implemented. 

There is a guidance document for using the Verify Document Module to submit the DR/VERR 

System forms available at the link above for the “Manufacturer Input Forms.” 

Tracking and Submittal of Testing Issues 

An excel spreadsheet for tracking of issues you discover during user acceptance testing is 

available the link above for the “Manufacturer Input Forms.” Testers should input any issues 

that they encounter in this spreadsheet and submit it to the DR/VERR System Team Leader, 

Arvon L. Mitcham (734.214.4522, mitcham.arvon@epa.gov). You may submit this spreadsheet 

on a real-time basis or you may wait until the end of the testing period to send the full list of 

identified issues. 

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User Acceptance Testing: 

A Step-By-Step Guide for Manufacturer Testers 

Evaluating the New DR/VERR Process 

This part of the document provides step-by-step instructions on evaluating on the evaluation the 

proposed, new DR/VERR System process. It is important to note that this is the same process you 

will use once the new DR/VERR System is implemented. Therefore, testing the system and 

providing feedback on your experience is valuable in making implementation of the new DR/VERR 

System successful. 

This step-by-step guide covers three steps at a high level: 

Form download, access and data entry; 

Verify Document Module form submittal; 

Interaction with the user mailbox for form submittal status. 

For more detail on data entry in the forms or the Verify Document Module, you can refer to the help 

text for each form or to the Verify Document Module Guidance document, respectively. 

Step 1: Downloading DR/VERR System Forms 

The forms can be downloaded from our website at http://www.epa.gov/otaq/verify/publications.htm. 

Once on the webpage, you can scroll down or click the link to “Development and Deployment 

Documents.” 

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In this section of the webpage, you will see a subsection entitled “Defect Reports, Voluntary 

Emission Recall Reports, and Quarterly Reports - Submittal to Verify” which encompasses this 

document, the User Acceptance Test Phase Summary, the DR/VERR/QR forms, the Verify 

Document Module Guidance, and an overview of the DR/VERR System architecture. 

Simply click on the link for the forms and it will open the document in your web browser. Once the 

document is open in your web browser, you can select the save button and it will open up a window 

where you can select a location to save the forms. 

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Step 2: Entering Data the into DR/VERR System Forms 

Below are screenshots of the first page from blank versions of the DR/VERR System forms. The 

forms are writable, Adobe Acrobat PDFs that allow data entry and can be saved to your desktop. 

The forms allow you to partially fill in a form, stop work and save it so that you can continue work 

later. However, a partially filled in form will not be accepted by the DR/VERR System. Each form 

has a help text section that describes each field. For your convenience, there are screenshots of 

the DR/VERR System forms with sample data in the appendix of this document. 

Blank versions (first page 

only) of the forms for the 

new DR/VERR System 

(shown clockwise, from top 

left): the emission defect 

information report (EDIR or 

DR), voluntary emission 

recall report (VERR) and the 

quarterly emission recall 

progress report (QR). 

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Step 3: Submitting the Completed DR/VERR System Forms and Related Attachments to the 

Verify Document Module 

When you proceed to the web address, https://test.epacdx.net, you first be directed to a warning 

notice for U.S. EPA’s Central Data Exchange (CDX) where the Verify Document Module is housed. 

You should select “Click here to continue.” This will take you to the CDX welcome page. Since you 

have already registered, you should select that “you already have a CDX ID and Password.” This 

will take you to the CDX log-in page where you enter your user name and password. If you are not 

a registered user, you should select the first link (“If you are new to CDX and wish to register, ....”). 

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Once you have correctly entered your log in and password, the CDX account page will be displayed 

where you can manage the details of your CDX account. From here, you should select the link 

“VERIFY: Upload Compliance Documents” to proceed to the Verify Document Module. To properly 

enter data into the Verify Document Module, we recommend that you refer to the “Verify Document 

Module Guidance” document. For your convenience, there are screenshots of the Verify Document 

Module interface with sample data in the appendix of this document. 

Note: In the lower left hand corner of the screen, there is 20-minute timer. This is a security measure 

to ensure unintended or unauthorized use of your CDX account and will automatically log you out of 

CDX after 20 minutes of inactivity. Certain screen selections will refresh the screen and reset the time 

automatically but you should periodically check and press this timer to ensure that you remain 

logged in. 

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Step 4: Interaction with Your User Mailbox to Check for Form Submittal Status 

Once you have submitted a document to the Verify Document Module, you can use your CDX Inbox 

to track the progress/status of the document. Below is a screen shot of how the CDX Inbox 

appears on the screen. 

Following submission of a document to the Verify Document Module via CDX, you will receive 

messages indicating: 

Confirmation that the system has or has not received the information you transmitted or 

attempted to transmit, respectively; and 

Acceptance or rejection of the transmitted document based on system validation checks 

according to data/formatting rules for the document. 

Your File Upload submission FOI_EPA_QR1_2010_BD_R00a.pdf 

The CDX Inbox will display 

various messages (see 

boxes above) to provide the 

status of a document you 

submitted to the Verify 

Document Module. 

 Submission accepted for DEFECT REPORT accepted 

Submission rejected for Document file upload rejected 

To open the message, simply click on the link in the “From” column. On the next page are some 

examples of the message content depending on the outcome of your submission. 

If you need to submit additional documents or other actions, click on the “My CDX” link to return to 

your CDX account page. If not, be sure to log out of the system using the “Logout” link in the blue 

navigation bar. 

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Your File Upload submission FOI_EPA_QR1_2010_BD_R00a.pdf

 Submission accepted for DEFECT REPORT accepted 

Submission rejected for Document file upload rejected 

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DEFECT/RECALL REPORT SYSTEM 

USER ACCEPTANCE TEST PHASE SUMMARY
 

APPENDIX
 

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APPENDIX I
 

EXAMPLES OF DR/VERR SYSTEM FORMS WITH SAMPLE DATA 

Example A: 

Emission Defect Information Report (EDIR or DR) with Sample Data 

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Example B: 

Voluntary Emission Recall Report (VERR) with Sample Data 

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Example C: 

Quarterly Emission Recall Progress Report (QR) with Sample Data
 

Heavy Duty Industry Options 

(Highlighted in blue) 

APPENDIX II
 

EXAMPLES OF THE VERIFY DOCUMENT MODULE INTERFACE WITH SAMPLE DATA 

Example A: 

Verify Document Module interface with entries for an 

Emission Defect Information Report (EDIR or DR) 

Heavy-Duty Industry Options -

(Highlighted in blue) 

Note: This example assumes a Light-duty industry submission. See the box above for the 

applicable Heavy-Duty industry submission options (highlighted in blue) and select the most 

appropriate one or more for your industry. 

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Example B: 

Verify Document Module interface with entries for a 

Voluntary Emission Recall Report (VERR) 

Heavy-Duty Industry Options 

(Highlighted in blue) 

& 

Under “Keywords,” you should select “InUse” and “Recall” for VERRs and QRs. 

Note: This example assumes a Light-duty industry submission. See the box above for the 

applicable Heavy-Duty industry submission options (highlighted in blue) and select the most 

appropriate one or more for your industry. 

In addition, for VERRs and QRs, you should make two selections under “Keywords”: “InUse” and “Recall.” 

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Example C: 

Verify Document Module interface with entries for a 

Quarterly Emission Recall Progress Report (QR) 

Heavy-Duty Industry Options 

(Highlighted in blue) 

& 

Under “Keywords,” you should select “InUse” and “Recall” for VERRs and QRs. 

Note: This example assumes a Light-duty industry submission. See the box above for the 

applicable Heavy-Duty industry submission options (highlighted in blue) and select the most 

appropriate one or more for your industry. 

In addition, for VERRs and QRs, you should make two selections under “Keywords”: “InUse” and “Recall.” 

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