User Instructions

Representative User Instructions

Instructions Word PDF
Representative Guide - Send Individual Response
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PDF
Representative Guide - Contact OHO Office
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PDF
Representative Guide - Track Status of Submissions
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PDF
Representative Guide - Access Claimant's Electronic Folder/Pickup Files
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PDF
Representative Guide - Get Status Report
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PDF

FAQ

Frequently Asked Questions

General Questions

Which Internet browsers are compatible with ERE website? Which Internet browsers are compatible with ERE website?

We must comply with Social Security Administration requirements and Section 508 of the Rehabilitation Act standards. Because we must follow those standards, we cannot guarantee that the Electronic Records Express website will be compatible with all internet browsers. We tested the Electronic Records Express website with commonly used browsers such as Internet Explorer for Windows, Firefox for Windows and Mac, Safari for Windows and Mac, and Chrome for Windows and Mac. To get the best results, we highly recommend that your browser have JavaScript enabled in your browser's preferences.

If you are experiencing technical difficulties, you should first check the security or preference settings for your browser. If further assistance is needed, please call the Social Security Electronic Records Express Help Desk at 1-866-691-3061.

Which file formats are acceptable to upload through the Electronic Records Express website? Which file formats are acceptable to upload through the Electronic Records Express website?

Depending on which service you are using, the Electronic Records Express website will accept at least one of the following file formats: .doc, .wpd, .zip, .txt, .xls, .pdf, .tiff, .tif, .docx, .rtf, and .xlsx

Is there a maximum file size that can be sent through the ERE website? Is there a maximum file size that can be sent through the ERE website?

Yes. The total file size of both individual and group submissions cannot exceed 50 megabytes. (i.e., The aggregate size for all files in any one upload sessions may not exceed 50MB.)

Where can I find instructions for sending a document using the ERE website? Where can I find instructions for sending a document using the ERE website?

Online instructions are available by clicking on the "User Instructions" tab in this window. Additional written instructions are available on Electronic Records Express page(www.ssa.gov/ere available on www.socialsecurity.gov).

Who do I notify if I have problems uploading a document? Who do I notify if I have problems uploading a document?

You may call the Social Security Electronic Records Express Help Desk at 1-866-691-3061 or send them an email at electronic-records-express@ssa.gov, or you should contact the office where you are sending the document or the office that requested the information.

How will I be notified if the ERE website will be unavailable? How will I be notified if the ERE website will be unavailable?

To receive notification of scheduled ERE outages, you may subscribe to ERE GovDelivery services on the Social Security Administration's ERE internet website: Social Security Online: Electronic Records Express. You may also subscribe by clicking on the "Sign Up for Email/Text ERE System Notifications" link on the ERE website homepage.

I uploaded a document and received a tracking information page with a tracking number. I was contacted the next day and was told that my document had not been received. How could that happen? I uploaded a document and received a tracking information page with a tracking number. I was contacted the next day and was told that my document had not been received. How could that happen?

The tracking information page means that your document(s) was successfully uploaded to the Social Security web server. Once it is uploaded it must go through a virus scan and a file conversion process (converted to a Tagged Image Format file in order to conform to our storage format). Occasionally an uploaded document will not process. You should allow up to 24 hours before resending a document, although website submissions will be processed in a few hours under normal circumstances.

Are the web options secure? Are the web options secure?

The website supports SSL (Secure Sockets Layer) / TLS (Transport Layer Security) encryption to protect records submitted from your PC to Social Security and the Disability Determination Services. Your account is protected by your confidential user ID and password combination.

Can I send information to the State Disability Determination Service (DDS)? Can I send information to the State Disability Determination Service (DDS)?

You must contact the DDS to obtain a DDS barcode before sending any information to DDS.

Is there a time limit for using the Electronic Records Express Website? Is there a time limit for using the Electronic Records Express Website?

After 25 minutes of website inactivity, you will be asked to indicate that you want to continue using the website. If you do not respond within 5 minutes, you will be logged off the Electronic Records Express Website. All users are logged out of the website 2 hours after logging in. If you want to continue using the website and have been logged out, you will need to go to the login page and reenter your User ID and Password.

Can I send information to the Office of Disability Adjudication and Review (OHO)? Can I send information to the Office of Disability Adjudication and Review (OHO)?

You must have a barcode from the OHO office you are dealing with before sending any information via the Electronic Records Express website.

Electronic Folder Access Questions

Are there any instructions that can help me use the new access to the electronic folder site? Are there any instructions that can help me use the new access to the electronic folder site?

Yes. There are User Resources that will guide you through this process. You can find these resources on any ERE page by selecting the "User Resources" link.

When I tried to access my client'?s electronic folder I was denied access - why? When I tried to access my client'?s electronic folder I was denied access - why?

This message can be received for a number of reasons, such as:

  • You may have entered the wrong social security number
  • The case may not be at the Hearing or Appeals Council level (only cases at the Hearing or Appeals Council level can be viewed)
  • The case may have closed at the Hearing or Appeals Council level - you only have access to the case for a limited period of time after the decision was issued on the case.
  • You may not be shown as the representative for that case
For additional help, contact the Social Security office handling the case.

When I tried to access my client'?s electronic folder I was told my services had been suspended - why? When I tried to access my client'?s electronic folder I was told my services had been suspended - why?

You will receive this message if you had 10 unsuccessful attempts to access electronic folders within a 24 hour period. You should contact the Social Security Administration at 1-866-691-3061 to reinstate your access to the service.

Once my access has been reinstated, will my next failed attempt suspend me again? Once my access has been reinstated, will my next failed attempt suspend me again?

No, this restarts the clock and the count for failed attempts (10).

When I tried to access my client'?s electronic folder I received a message "unable to process your request" - what does that mean? When I tried to access my client'?s electronic folder I received a message "unable to process your request" - what does that mean?

  • The case may not be electronic
  • There are multiple electronic cases pending at Social Security and the system cannot determine which one to display.
You must contact the local Hearing or Appeals Council office handling your case for additional help. Note: These unsuccessful attempts to access your claimant'?s electronic folder will not count as one of the 10 unsuccessful attempts that will cause your access to be suspended.

Can I access any electronic case pending with Social Security? Can I access any electronic case pending with Social Security?

No, currently only cases at the Hearing or Appeals Council office can be viewed.

How will I know when my documents are available? How will I know when my documents are available?

An email will be sent to you when your documents are ready to ?"pick-up"?. For more detailed information about this process,there are User Instructions that will guide you through this process. You can find these instructions on any ERE page by selecting the User Resources link.

I requested documents from my client'?s folder through the secured website and I have not received them. What do I do? I requested documents from my client'?s folder through the secured website and I have not received them. What do I do?

If it has been more than 48 hours and you have not received an email, request the documents again.

I requested a download and received an email that my files were ready for "pick-up" but when I went to get them there was nothing there - what should I do? I requested a download and received an email that my files were ready for "pick-up" but when I went to get them there was nothing there - what should I do?

Files are retained for seven (7) days. You will need to request these files again if they are no longer available

I began a download but it was interrupted. Will all the files disappear? I began a download but it was interrupted. Will all the files disappear?

No, the files remain for 24-hours after you begin the download process.

I began a download but it was interrupted. Will all the files disappear? I began a download but it was interrupted. Will all the files disappear?

No, the files remain for 24-hours after you begin the download process.

Can I add files to a client�s folder while I am accessing their record? Can I add files to a client�s folder while I am accessing their record?

Yes, use the Upload New File button at the bottom of the screen next to the Download buttons.

I uploaded files into the eFolder several days ago and they are not in the Case Documents or Exhibit List section yet. Should I submit them again? I uploaded files into the eFolder several days ago and they are not in the Case Documents or Exhibit List section yet. Should I submit them again?

First, check the status of your submission by using the Track Status of Submissions feature on the ERE home page.

  • If 24 hours has passed since you uploaded the file and that status shows the file is Processing, contact the SSA office handling the case.
  • If the status is Sent but the file is not in the eFolder, contact the SSA office handling the case.
  • If the status is Error, view the submission details for more information. The file you tried to upload may be password protected or there may be a virus associated with the file. Tech support will contact you to assist.

Post Download Questions

What is stored within a Zip File? What is stored within a Zip File?

The Zip File contains the documents or the multimedia files you requested, an index page describing them, and some additional help files.

How do I view the documents I requested in a ZIP file? How do I view the documents I requested in a ZIP file?

After extracting the files and saving to your computer, open the Index.html. The Index mirrors the claimant�s Exhibit List. Select the Document Name you want to view. The link will take you directly to an image of the document.

How do I setup search folders within "TheRecordPlayer"? How do I setup search folders within "TheRecordPlayer"?

The FTR Player requires setting up the Search Folder path prior to playing the audio.

  1. Click Start (the Windows icon in the left hand corner of your desktop); select All Programs, then ForTheRecord and TheRecord Player.
  2. When TheRecord Player License Agreement appears, select the "Don?t show this screen again" checkbox on the bottom left. Read the agreement then click "I Agree" button.
  3. From TheRecord Player, click the Open icon (first icon on the bottom).
  4. From the Open dialog box, click Manage Search Folders icon (second icon in the top left).
  5. From the Manage Search Folders dialog box, click Add Search Folder (first icon on the right).
  6. In the New Search Folder dialog box, click Browse.
  7. In the Browse For Folder dialog box, go to the folder that contains the audio file, select the audio file (with .trm file extension) you wish to add and click OK.
  8. Click Next.
  9. In the Search Folder Name dialog box, enter a user-friendly name (ex. Archive Recordings).
  10. Click Next.
  11. In the Search Priority dialog box, set the priority by clicking Priority Up and Priority Down buttons.
  12. Click Finish.
  13. If a Manage Search Folder dialog box appears, click Close.

Note: Having multiple search folders can be helpful when attempting to download and play previously downloaded audio. Adding the same audio file that you previously downloaded to the same folder could potentially compromise audio quality.

How do I play the multimedia files I have requested? How do I play the multimedia files I have requested?

FTR Format:

Once you extract the Zip File and setup the Search Folders, follow the instructions below to play the audio file:

  1. Click Start (the Windows icon in the left hand corner of your desktop); select All Programs, then ForTheRecord and TheRecord Player.
  2. From TheRecord Player click the Open icon (first icon on the bottom).
  3. From the Open dialog box, locate the multimedia file by clicking the plus sign beside the desired Search Folder, then click the plus sign beside the desired date.
  4. Once the multimedia file is revealed (where media type contains .trm file), select it and click Open button.
  5. Click Begin Playback on TheRecord Player.

OGG Format:

Once you extract the ZIP file to a desired location on your computer, follow the instructions below to play the audio file:
Open the Media folder and open each .ogg file individually. If audio does not play, follow the instructions below to download an OGG Vorbis compatible Player/Codec, and try opening the .ogg files again.

  1. Go to the www.vorbis.com website.
  2. Select the platform for your operating system.
  3. Follow instructions under the Playback section for download and install options for playback of ogg vorbis files.

What information is displayed in the header box of the Document Index page? What information is displayed in the header box of the Document Index page?

The header of the Index contains information for identifying the case. The header displays the:

  • Claimant's name and social security number
  • Claim type associated with the case
  • Adjudicative level associated with the case
  • Date of Last Change, Last Insured, Alleged Onset, and Application

What do all of the sections within the Document Index page mean? What do all of the sections within the Document Index page mean?

The page is designed to mimic an actual paper disability folder. Each disability folder has color-coded sections that hold different types of documents. Similarly, each section on this page has different types of documents. For example, the "yellow" section entitled Medical Evidence will contain documents relevant to that topic such as Medical Evidence of Record and Consultative Examination documents.

What browsers support viewing the documents from the Index? What browsers support viewing the documents from the Index?

All browser versions should be supported.

What kind of files are the documents? What kind of files are the documents?

The paper documents are stored as TIFF files with the file extension of TIF and the multimedia files are stored as audio files with an extension of TRM or OGG.

What is TIFF? What is TIFF?

TIFF is an acronym for Tag(ged) Image File Format. It is one of the most popular and flexible of the current public domain file formats.

What is TRM? What is TRM?

TRM files are multimedia files that are created by ForTheRecord�.

What is OGG? What is OGG?

OGG files are multimedia files that can be played on multiple operating platforms (Windows, MAC OS, Unix/Linux).

What commercial software can I use to view the TIFF documents? What commercial software can I use to view the TIFF documents?

SSA does not endorse any software products. We have listed the software we know about below for your convenience. We encourage you to visit the web pages of the companies that produce them for additional information.

  1. Microsoft Office Document Imaging included with Microsoft Office
  2. Imaging for Windows from Kodak
  3. TIFF Viewer and Plug-in from Black Ice
  4. AlternaTIFF Medical Informatics Engineering
  5. CPC View from Cartesian Products, Inc.

What application can I use to play the multimedia files? What application can I use to play the multimedia files?

For FTR Format, use FTR "TheRecord Player". Please take note of the minimum recommended systems requirements before downloading the player.

For OGG Format, you can use various Vorbis compatible players.

What should I do if I clicked on a link to view an image and no image appeared? What should I do if I clicked on a link to view an image and no image appeared?

The Zip file package contains the documents you downloaded from your client's electronic folder. In order to view these documents you must first extract them from this Zip file package and save them to your computer. Depending on the Operating System (i.e. Windows or MAC) and Unzip program you're using, the process of extracting files may vary.

Therefore, the following instructions should be used as a general guide:

  1. Extract all files in this Zip file package and verify that "Use folder names" is selected
  2. Save the file in your desired location
  3. Go to the location where you saved the file
  4. Locate the index.html file and open it by double clicking on it

The documents you have requested will be sorted under the color coded sections within the Document Index (Gray sections within the Exhibit List Index). You will see the document'?s name and other information (Decision/Disposition date, Received Date, etc.).

When you click on the name of the document, an image of the document will appear. The image you will see is exactly as the document is stored in the Social Security Administration's records. Once you have opened one document, you may return to the index page and open another one. Test your computer's ability to view multi-page TIFF documents by clicking the link to a sample image below.

Sample Document

You should be able to see both pages of the two page sample document. If you can see both pages you should be able to view all the images within this zip file. If you cannot view both pages of the sample image, you will have to correct this before continuing.

Please check the following:

  • You have a multi-page TIFF viewer installed on your computer. See the "What commercial software can I use to view the TIFF documents?" question.
  • The file extension TIF is associated with your multi-page TIFF viewer.
Check "associating files" or "file extensions" in your operating system's help for more information on changing the program associated with TIF files.

What do I do if I can only view the first page of any given document? What do I do if I can only view the first page of any given document?

Check that your TIFF viewer supports multi-page TIFF documents. If it does not, you will need to install one on your computer that does.

Help Desk

Help Desk

Help Desk Phone:  1-866-691-3061

Help Desk email:  EETechSupport@ssa.gov

The help desk hours:  Monday - Friday 7:00 AM - 7:00 PM Eastern Time (ET).

PWD

Electronic Records Express (ERE) Tips for People with Disabilities

  1. Important text information appears after headings on the page. Please take the time to read this information.
  2. When you Sign Out of this application, for your security, please log out and close all Internet windows.
  3. If you are an account manager, please note that there are two buttons after the confirmation message for account updates and password reset. The buttons are "Yes [take action]" and "Cancel [No]."
  4. Username and password contain important information after the textbox. This password must be 8-29 characters and contain at least: one uppercase letter (A-Z), one lowercase letter (a-z), one number (0-9), one symbol (For example: !@#$%^&*)
  5. Instructional text follows the heading 'Attach and Upload Files':
    • A maximum of 10 files can be added and all files must total less than 50 MB.
    • File types accepted: .wpd, .doc, .docx, .txt, .xls, .xlsx, .pdf, .rtf, .tiff, .tif.
    • Please do not upload password-protected files because they cannot be processed.
  6. Holding down the Ctrl key will give the sighted user all the available hot keys on the current page.
  7. When a file is deleted from the list of attached files, the program will return to the Attach and Upload Files section header. The user should tab to review the files in this section.

Close this window to return to the application.