DEA CSOS Pilot Conference Call

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DEA CSOS Pilot Conference Call

• May 7, 2002

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Agenda

• Pilot Overview Pilot Organization and Scope
• Phase I Status/Lessons Learned
• Phase II Goals
• Phase II Test Objectives
• Phase II Timeline
• Phase II Participant Requirements
• Phase II Action Items
• Phase III Planning Ahead
• Questions

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Proposed Pilot Organization and Scope
4
Phase I Status/Lessons Learned

• Testing for Phase I Pilot completed 4/8/02
• 12 completed test plans received.
• Processes worked well.
• Download times were within acceptable ranges.
• Issues identified during testing
• A compatibility issue was raised with Netscape,
  this was resolved for Phase II.
• Visual Aids needed additional visual aids and
  step-by-step examples, screen captures were
  fuzzy.
• Identified issues with Adobe Acrobat and saving
  .pdf files locally.
• Resolutions to these issues will be incorporated
  into the Subscriber Manual.

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Phase II Goals

• Application forms validation (using a .pdf form
  that allows for consistency when scanning what
  might be issues with saving, completing, printing
  or DEA processing of completed forms).
• Notarization process (of particular interest are
  issues that might occur with environments in
  which the Registrant and POA are geographically
  separate from one another).
• Determine scalability issues with enrollment
  process related to bulk enrollments and central
  ordering.
• Validate submission and RA adjudication process
  (status notification to users, adjudication to
  CSA database)
• Time Estimates for OMB ( especially with the
  notarization process)

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Phase II Test Objectives

• Test Objective 1 Certificate Revocation
• 1 DEA test
• Test Objective 2 Subscriber Application
• 3 industry tests
• Test Objective 3 RA Adjudication Process
• 3 DEA tests
• Test Objective 4 Certificate Issuance
• 1 DEA test
• Test Objective 5 Certificate Retrieval
• 2 industry tests

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Phase II Timeline
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Phase II Participant Requirements

• Tester must be affiliated with actual DEA
  registered location
• Testers can be Registrants or POAs
• Forms must be properly notarized
• The certificates issued in Phase II will continue
  to be used in Phase III
• Results from multiple testers within a site
  should be coordinated through you as the single
  POC, with your providing any additional comments
  to us in the Test Results section of the test
  plan.

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Phase II Action Items

• Distribute test plan to Registrants and POAs
  within your organization who will be
  participating with this phase
• Read test instructions and review test plan
  scenarios and format prior to beginning testing
• Begin Test with CSOS-AP-01 through CSOS-A-3
  (working through the scenarios to perform each
  script designated for Industry Participant).
  Mail completed/notarized application form to PEC
  per instructions NLT 5/31/02
• Retrieve certificate (CSOS-CR-01 and CSOS-CR-02)
  when notified by email
• Return completed test plan to mleary_at_pec.com NLT
  to 7/5/02

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Phase III Planning Ahead

• Milestones
• 850 Transaction Sets Worksheets - ECD 6/1/02
• 850 committee decision on signature approach
  (external to orders vs. wrapped around orders)
  ECD 6/1/02
• Future Process Flow Draft - ECD 7/15/02
• Phase III testing to follow completion of Process
  Flow draft
• Work In Progress
• Tom Turner (Abbott) contacting participants to
  determine trading partnerships for Phase III
  testing.
• Survey to determine who is presently using EDI
  INT or other solutions

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Questions