Security Administration

The Security option gives the administrator of the pretreatment program the ability to restrict the use of the software. With the security option enabled users will be required to log in. Based on their security setting our system will only enable the sections and screens that are available to that user. Each user will have the ability to modify their user name and password within the system, if they have access to that particular screen.

The first screen that you come to within the program, if you have the security option is displayed below.

If you do not know your user name and password, contact your pretreatment coordinator or Linko Software administrator. If you are the administrator and do not know your user name and password, please contact Linko Data Systems.

After clicking OK with the correct user name and password, users will be brought to the main menu. From the main menu users will be able to access only the screens that are available from their security settings.

To configure security settings go to the security administration screen from the Admin menu bar item. You should see the screen that is listed below.

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Security Work Group

From here users can first, create a new Work Group and assign security settings to a work group. Keep in mind the next step is then to assign users to a Work Group. So we first create the security settings that we want and then assign users to the work group. Users can add as many or as few users to a work group as you choose. Clicking on the Users to Groups button will bring up the screen displayed below. To see a description of the types of actions that can be performed by a user based on the Form Category and privileges they have been granted, refer to the LinkoCTS Security Description guide.

You can use the Add Users to create a new user in the same manner that you would from the Personnel Tab under System Admin. Keep in mind that the users do need to be added to the system prior to adding them to a work group. When you have all the users created that you need, you can add them to the Groups you want. Once a user is added to a work group, they will only have access to the features that are assigned to that work group.

For a user to change his/her user information, the user should go to the system administration screen and click on the detail button for the record that displays their information. User will see the screen below:

Users can change their information here. Users will not have the ability to modify other users’ information. However the Administrator can modify any of the users’ information.

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Link Software Security Descriptions

This section describes the security privileges required to perform certain tasks in the Linko software. In all instances, a user must be granted View privileges for each “Form Category” in addition to the “Necessary Privilege(s)” listed. The Linko security module must have also been purchased.

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Attachments *

The ability to add/edit/delete attached files in Linko is based on the “Form Category” listed below. Please refer to the specific area below to determine how to set those security permissions.

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Auto Schedule *

Task Form Category Necessary Privilege(s)

Create Auto Scheduled events	Auto Scheduler	Add
Create Auto Scheduled events	Event Management	Add
Delete Auto Scheduled events	Auto Scheduler	Delete

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Administration Switchboard

Task Form Category Necessary Privilege(s)

View list of Administration functions from Main Menu

Administration Switchboard

View

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Compliance Assistant *

Task Form Category Necessary Privilege(s)

View Industrial Tracking Report(s)	Compliance Assistant	View
View Annual Summary Report(s)	Compliance Assistant	View
Generate/Review Industrial Compliance (SNC, etc.)	Compliance Assistant	View
Review mismatched units, collection methods and compliance sample flags when encountered during Compliance Assistance calculations	Groups and Queries à Result Management à	View View
Correct mismatched units, collection methods and compliance sample flags when encountered during Compliance Assistance calculations	Groups and Queriesà Results Managementà	View Edit
Assign Parameter Abbreviations for use in the SNC Crosstab report. (SNC Crosstab)	Samples and Results Administration	Edit

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Contact Management

Task Form Category Necessary Privilege(s)

View Industry/Facility Contact details	Contact Management	View
Add New Contacts	Contact Management	Add
Edit Existing Contacts	Contact Management	Edit
Delete Existing Contacts	Contact Management	Delete
Create a new Contact Type while adding a new Contact	Industry Administration	Add

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Disposal Site Management

Task Form Category Necessary Privilege(s)

View Disposal Sites	Disposal Site Mgt.	View
Add New Disposal Sites	Disposal Site Mgt.	Add
Edit Existing Disposal Sites	Disposal Site Mgt.	Edit
Delete Existing Disposal Sites	Disposal Site Mgt.	Delete

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Enforcements *

Task Form Category Necessary Privilege(s)

View Enforcement details	Enforcements	View
Add New Enforcements	Enforcements	Add
Edit Existing Enforcements	Enforcements	Edit
Delete Existing Enforcements	Enforcements	Delete
Add a follow-up Sample event as a Related Item to an Enforcement.	Sample Management	Add
Add a follow-up Generic, Inspection or Permit event as a Related Item to an Enforcement.	Event Management	Add
Add a follow-up COC event as a Related Item to an Enforcement.	Sampling Assistant	Add

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Event Administration – (Frequency and Quick View)

Task Form Category Necessary Privilege(s)

View Frequency and Quick View details	Event Administration	View
Add New Frequency and Quick View details	Event Administration	Add
Edit Existing Frequency and Quick View details	Event Administration	Edit
Delete Existing Frequency and Quick View details	Event Administration	Delete

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Event Administration – (Configurations)

View Event Administration tabs and settings	Event Administration	View
Edit any Global Configuration settings	System Administration and Configuration	Edit
Edit any Local Configuration settings. These are user/machine specific settings and do not affect other users and are not controlled by security.	Event Administration	View
Create, edit, view, delete Event Type Fees Details	System Administration and Configuration	View, Add, Edit, Delete

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Event Management - (including LinkoFOG Inspection Mgt., LinkoFOG PumpOut Mgt., LinkoHW Disposal Mgt.) *

Task Form Category Necessary Privilege(s)

View Scheduled Events using the SchedulePro (Event Management) screen	Event Management	View
Add New Scheduled Events	Event Management	Add
Edit Existing Scheduled Events	Event Management	Edit
Delete Existing Scheduled Events	Event Management	Delete
View Sample Event Details	Event Management	View
Update Due dates for a list of Events	Event Management	Edit
Complete All events in the list	Event Management	Edit

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Event Type Administration – (Generic, Permit, Inspection, Event Types)

Task Form Category Necessary Privilege(s)

View Generic, Permit or Inspection Event Type details	Event Type Administration	View
Add New Generic, Permit or Inspection Event Types	Event Type Administration	Add
Edit Existing Generic, Permit or Inspection Event Type details	Event Type Administration	Edit
Delete Existing Generic, Permit or Inspection Event Types	Event Type Administration	Delete

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Flexible Forms

Task Form Category Necessary Privilege(s)

Use orange Config button on flexible form screens to change field sizes and visibility.	Flexible Forms	View
Publish for All Users the form configurations selected	Flexible Forms	Edit

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Groups and Queries *

Task Form Category(s) Necessary Privilege(s)

View Industry/Facility Groups screen (Groups and Queries)	Groups and Queries à Industry Management à	View View
View Sample Groups screen	Groups and Queries à Sample Management à	View View
View Result Groups screen	Groups and Queries à Result Management à	View View
Review mismatched units, collection methods and compliance sample flags when encountered during Compliance Assistance calculations	Groups and Queries à Result Management à	View View
Correct mismatched units, collection methods and compliance sample flags when encountered during Compliance Assistance calculations	Groups and Queriesà Results Managementà	View Edit
Create new Groups using the Group/Filter button or right-click menu option	Groups and Queries	Add
Modify an existing group using Group/Filter button	Groups and Queries	Edit
Delete an existing group using Group/Filter button	Groups and Queries	Delete

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Industry Administration – (Class Codes, SIC/CAT/NAICS Codes, Note Types, Contact Types, Equipment Types, Extractor Types, Haulers)

Task Form Category Necessary Privilege(s)

View Industry Administration details	Industry Administration	View
Add New Industry Administration details	Industry Administration	Add
Edit Existing Industry Administration details	Industry Administration	Edit
Delete Industry Administration details	Industry Administration	Delete

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Industry Administration - (Configuration)

View Industry Administration tabs and settings	Industry Administration	View
Edit any Global Configuration settings	System Administration and Configuration	Edit
Edit any Local Configuration settings. These are user/machine specific settings and do not affect other users and are not controlled by security.	Industry Administration	View

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Industry Management

Task Form Category Necessary Privilege(s)

View Industry/Facility/Hauler details	Industry Management	View
Add New Industries/Facilities/Haulers	Industry Management	Add
Edit Existing Industries/Facilities/Haulers	Industry Management	Edit
Delete an Industry/Facility/Hauler	Industry Management	Delete
Industry Administration à Functional Settings à Allow Industry/Facility, Site or Mon Point Deletes	This check box needs to be checked in the Industry Administration - Configuration section. See the System Administration and Configuration section.

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Industry Notes

Task Form Category Necessary Privilege(s)

View Industry/Facility Note details	Industry Notes	View
Add New Industry/Facility Notes	Industry Notes	Add
Edit Existing Industry/Facility Notes	Industry Notes	Edit
Delete an Industry/Facility Note	Industry Notes	Delete
Create a new Note Type while adding a new Industry Note	Industry Administration	Add

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Lab Assistant *

Task Form Category Necessary Privilege(s)

Access the section of the software that allows lab technicians to enter sample result data in a “lab friendly” view	Lab Assistant	View
Enter lab sampling data for parameter, including date analyzed, reporting limits, date sampled, etc.	Lab Assistant	Edit
View sample details for a parameter (S)	Sample Management	View

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LinkoAg (Silver and Mercury Tracking Software) *

Task Form Category Necessary Privilege(s)

Access the section of the software that tracks Silver and Mercury program data

LinkoAg

View

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LinkoCTS (Pretreatment Compliance Tracking Software) *

Task Form Category Necessary Privilege(s)

Access the section of the software that tracks Industrial Pretreatment program data

LinkoCTS

View

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LinkoFOG (Fats, Oils and Grease Tracking Software) *

Task Form Category Necessary Privilege(s)

Access the section of the software that tracks Fats, Oil and Grease program data

LinkoFOG

View

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LinkoHW (Hauled Waste Tracking Software) *

Task Form Category Necessary Privilege(s)

Access the section of the software that tracks Hauled Waste program data

LinkoHW

View

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LinkoPipe *

Task Form Category Necessary Privilege(s)

Access the section of the software that allows you to electronically import lab data into LinkoCTS, LinkoFOG or LinkoAg	LinkoPipe	View
Import data using LinkoPipe	LinkoPipe	Add
Edit Parameter translations in LinkoPipe Admin	LinkoPipe	Edit
Edit Sampler translations in LinkoPipe Admin	LinkoPipe	Edit
Edit Sample Type translations in LinkoPipe Admin	LinkoPipe	Edit
Delete Parameter translations in LinkoPipe Admin	LinkoPipe	Delete
Delete Sampler translations in LinkoPipe Admin	LinkoPipe	Delete
Delete Sample Type translations in LinkoPipe Admin	LinkoPipe	Delete
View Sample Details for previously imported data using Review Imports button	Sample Management	View
View individual Results for previously imported Sample data using Review Imports button	Result Management	View
View all Results as one group for previously imported Sample data using Review Imports button	Result Management and Groups and Queries	View

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Local Limits

Task Form Category Necessary Privilege(s)

View Local Limits and Local Limit Classes	Local Limits	View
Add New Local Limits or Classes or associate an Industry with a Local Limit Class	Local Limits	Add
Edit Existing Local Limits or Classes	Local Limits	Edit
Delete Existing Local Limits or Classes	Local Limits	Delete
Copy limits or industries from another local limit class to the current local limit class, essentially creating new limits with a new effective date (Copy Limits)	Local Limits	Add

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Monitoring Point Limits

Task Form Category Necessary Privilege(s)

View Monitoring Point Parameter Limits	Monitoring Point Limits	View
Add New Monitoring Point Parameter Limits	Monitoring Point Limits	Add
Edit Existing Monitoring Point Parameter Limits	Monitoring Point Limits	Edit
Delete Existing Monitoring Point Parameter Limits	Monitoring Point Limits	Delete
Retire Limits for Monitoring Point Parameter Limits	Monitoring Point Limits	Edit
Copy limits from another monitoring point to the current monitoring point, essentially creating new limits with a new effective date (Copy Limits)	Monitoring Point Limits	Add
Create Schedule of authority and industry sampling requirements (deletes existing schedule then creates a new schedule)	Monitoring Point Limits	Edit
After creating a schedule of sampling requirements, also Delete and Recreate any COCs for the authority sampling requirements	Sampling Assistant	Delete

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Permit Writer *

Task Form Category Necessary Privilege(s)

Access the section of the software that allows users to view and create Permit Sections and Documents.	Permit Writer - View/Build Permits	View
View and Print Permit documents (View Permits and Build Permits)	Permit Writer - View/Build Permits	View
Build Permit Documents based on previously defined and created Permit Sections (Build Now!)	Permit Writer - View/Build Permits	Add
Edit the Permit Style or change the Permit Style to be applied to a Permit during the building of a Permit document	Permit Writer - View/Build Permits	Edit
Delete a Permit document and the database record associated with it	Permit Writer - View/Build Permits	Delete

View, Create and Edit the Permit Sections that are used when Building a Permit document (Edit Permit Sections)	Permit Writer - Edit Permit Sections	View
Create new Permit Sections and MS Word Templates (Add Section)	Permit Writer - Edit Permit Sections	Add
Create Schemas based on sections assigned to an Industry/Facility (Save As Schema)	Permit Writer - Edit Permit Sections	Add
Apply previously created Schema to an individual or group of Industries/Facilities (Apply Schema)	Permit Writer - Edit Permit Sections	Add
Edit the Permit Sections assigned to an Industry/Facility; including removing sections or adding new sections to them or editing the MS Word template	Permit Writer - Edit Permit Sections	Edit
Delete Permit Sections and their related MS Word templates or Schemas	Permit Writer - Edit Permit Sections	Delete

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Reports and Letters *

Task Form Category Necessary Privilege(s)

View Compliance Assistant and related reports	Compliance Assistant	View
View Annual Summary Report	Compliance Assistant	View
View Industrial Tracking Report	Compliance Assistant	View
View and Print Reports from any screen in the application using green ‘Reports’ button or ‘View Reports / Letters’ on menu bar	Reports and Letters	View
Create New reports and mail merge letter templates using the Flexible Reporter	Reports and Letters	Add
Edit Existing reports and mail merge letter templates using the Flexible Reporter	Reports and Letters	Edit
Delete Existing reports and mail merge letter templates using the Flexible Reporter	Reports and Letters	Delete

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Result Management

Task Form Category Necessary Privilege(s)

View Result Groups screen	Groups and Queries à Result Management à	View View
View Result Management or Result Details screens	Result Management	View
View results for COC’s built using the “One Sample per COC” section of Sampling Assistant	Result Management	View
View results for sample averages created on the Sample Management Averages screen (Av Results)	Result Management	View
Add parameter results one at a time using New or Add New	Result Management	Add
Copy results from another sample into the current sample (Copy)	Result Management	Add
Add the list of parameters from Monitoring Point Limits into a sample (Add List)	Result Management	Add
Edit parameter results	Result Management	Edit
Delete a parameter result	Result Management	Delete
Delete all NA’s from a sample (Delete NA)	Result Management	Delete

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Sample Management

Task Form Category Necessary Privilege(s)

View Sample Groups screen	Groups and Queries à Sample Management à	View View
View Sample Management or Sample Details screens	Sample Management	View
Add New Samples	Sample Management	Add
Edit Existing Samples	Sample Management	Edit
Delete Existing Samples	Sample Management	Delete
Create a New Violation for a sample	Violation Management	Add

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Sampling Assistant *

Task Form Category Necessary Privilege(s)

Access the section of the software that allows users to create and manage Chain of Custody’s and bottle labels	Sampling Assistant	View
1 Sample Per COC: Create a New COC, assign label numbers and adjust parameter details	Sampling Assistant	Add, Edit
1 Sample Per COC: Add, Edit or Delete parameters to be sampled from a COC	Sampling Assistant	Edit
1 Sample Per COC: Delete an entire COC	Sampling Assistant	Delete
1 or More Samples Per COC: Create a New COC and assign samplers and parameters to it.	Sampling Assistant	Add, Edit
1 or More Samples Per COC: Create Samples from a COC after entering a Sample/Complete Date in the Sample Tech screen in the Sampling Assistant section of the software (Save)	Sample Management à Sampling Assistant Tech Screen à	Add Edit
1 or More Samples Per COC: View Samples for COC’s from the Sample Tech screen in the Sampling Assistant section of the software (View All Samples)	Groups and Queries à Sample Management à	View View
1 or More Samples Per COC: Remove Parameter Groups from a COC	Sampling Assistant	Edit
1 or More Samples Per COC: Remove a Parameter from an existing COCs Parameter Group	Sampling Assistant	Delete
1 or More Samples Per COC: Add a Parameter to an existing COCs Parameter Group	Sampling Assistant	Add
1 or More Samples Per COC: Add a new Quality Control Type in the COC Administration screen	Sample Assistant	Add
Both Sections: Create Samples from a COC after entering a Sample/Complete Date in the Chain of Custody Builder screen in the Sampling Assistant section of the software (Save)	Sample Management à Sampling Assistant à	Add Edit
Modification of any items that affect all users of the COC Assistant using the COC Administration screen	Sampling Assistant	Edi

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Sampling Assistant Tech Screen *

Task Form Category Necessary Privilege(s)

Access the section of the software that allows Sample Technicians to create Dupe samples, print COC’s and bottle labels and complete COC’s and create samples	Sampling Assistant Sampling Assistant Tech Screen	View View
View all Samples for COC’s as a group from the Sample Tech screen in the Sampling Assistant section of the software (View All Samples)	Groups and Queries Sample Management	View View
View individual Samples for COC’s one at a time from the Sample Tech screen in the Sampling Assistant section of the software (S)	Sample Management	View
Print COC sheets for previously created COCs	Sample Assistant Tech Screen	View
Create Samples from a COC after entering a Sample/Complete Date in the Sample Tech screen in the Sampling Assistant section of the software (Save)	Sample Management Sampling Assistant Tech Screen	Add Edit
Create Dupes for existing parameters in an existing COC. (Create DUP’s)	Sampling Assistant Tech Screen	Add
Remove Dupes for parameters in an existing COC. (Remove DUP)	Sampling Assistant Tech Screen	Delete
Create or Remove Dupes for existing parameter in an existing COC.	Creating and Removing DUP samples is only available if “Create DUP Samples?” is set to Yes in COC Administration and you have “Configured DUP Parameters”
Change COC Administration configuration settings	Sampling Assistant	Edit

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Sample and Result Administration – (Parameters, Collection Methods, Units, Scheduled By Types, Labs, Analysis Methods, Sample Event Types, Lab Fees)

Task Form Category Necessary Privilege(s)

View Sample and Result Administration details and Sample Event Type details	Sample and Result Administration	View
Add New Sample and Result Administration details and Sample Event Type details	Sample and Result Administration	Add
Edit Existing Sample and Result Administration details and Sample Event Type details	Sample and Result Administration	Edit
Delete Sample and Result Administration details and Sample Event Type details	Sample and Result Administration	Delete
Add, edit, delete and view Lab Fee Details	System Administration and Configuration	View, add, edit, delete

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Sample and Result Administration – (Configurations)

View Sample and Result Administration tabs and settings	Sample and Result Administration	View
Edit any Global Configuration settings	System Administration and Configuration	Edit
Edit any Local Configuration settings. These are user/machine specific settings and do not affect other users and are not controlled by security.	Sample and Result Administration	View

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Security Administration *

Task Form Category Necessary Privilege(s)

View Security Administration including Workgroup members and privileges	Security Administration	View
Create New Security Administration Workgroups	Security Administration	Add
Edit Workgroup privileges and add and remove members from existing workgroups	Security Administration	Edit
Delete Security Administration Workgroups	Security Administration	Delete
Change my own username or password	User Administration	Edit
Change another user’s username or password	User Administration Security Administration	Edit Edit

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Site Management

Task Form Category Necessary Privilege(s)

View Site details on Site Management screen like address, GIS coordinates, elevation, etc.	Site Management	View
Add New Sites to the database using the Site Management screen	Site Management	Add
Edit Existing Sites in the database using the Site Management screen	Site Management	Edit
Delete Existing Sites and all related data, including; permit information, monitoring points and limits, samples and results, events and violations, etc.	Site Management	Delete
System Administration à Functional Settings à Allow Facility, Site or Mon Point Deletes	This check box needs to be checked to allow Deletes. For details on System Administration security settings, see the System Administration section.

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Surcharge Assistant *

Task Form Category Necessary Privilege(s)

Access the section of the software that allows you to create Surcharge Invoices or generate Surcharge Rates for your billing department	Surcharge Assistant	View
Invoices Section: View sample details used in calculating Surcharge Rates	Sample Management	View
Invoices Section: View result details used in calculating Surcharge Rates	Result Management	View
Base Rates Section: Export rates for an existing surcharge calculation	Surcharge Assistant	View
Invoices Section: Create New Limits and Limit Rates	Surcharge Assistant	New
Invoices Section: Edit Existing Limits and Limit Rates	Surcharge Assistant	Edit
Invoices Section: Copy Limits and Limit Rates to an existing industry	Surcharge Assistant	Edit
Invoices Section: Delete Limits and Limit Rates	Surcharge Assistant	Delete
Invoices Section: Create a new invoice with dates	Surcharge Assistant	Add
Invoices Section: Calculate Surcharge Bills for New or Existing invoices	Surcharge Assistant	Edit
Invoices Section: Delete Surcharge Invoices	Surcharge Assistant	Delete
Base Rates Section: Create New parameter Base Rates	Surcharge Assistant	New
Base Rates Section: Edit Existing parameter Base Rates	Surcharge Assistant	Edit
Base Rates Section: Delete parameter Base Rates	Surcharge Assistant	Delete
Base Rates Section: Create a surcharge periods and calculate rates for new periods	Surcharge Assistant	Add
Base Rates Section: Choose which surcharge rates can be exported	Surcharge Assistant	Edit
Base Rates Section: Delete calculated surcharge rates and optionally recalculate them.	Surcharge Assistant	Edit, Delete

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System Administration and Configuration

View System Administration tabs and settings	System Administration and Configuration	View
Edit any Global Configuration settings	System Administration and Configuration	Edit
Edit any Local Configuration settings. These are user/machine specific settings and do not affect other users and are not controlled by security.	System Administration and Configuration	View

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User Administration – (Personnel)

Task Form Category Necessary Privilege(s)

View Personnel in the System Administration screen	User Administration	View
Add New Personnel (not including usernames and passwords)	User Administration	Add
Edit existing Personnel (not including usernames and passwords)	User Administration	Edit
Delete Personnel in the System Administration screen	User Administration Security Administration*	Delete Delete
Change my own username or password (requires you have already been assigned a username and password by Sys Admin and are logged as with that username and password)	User Administration	Edit
Change another user’s username or password	User Administration Security Administration*	Edit Edit

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Vehicles and Drivers – (LinkoHW) *

Task Form Category Necessary Privilege(s)

View Hauler Vehicles and Drivers	Vehicles and Drivers	View
Add New Hauler Vehicles and Drivers	Vehicles and Drivers	Add
Edit Existing Hauler Vehicles and Drivers	Vehicles and Drivers	Edit
Delete Existing Hauler Vehicles and Drivers	Vehicles and Drivers	Delete

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Violation Administration * – (Violation and Enforcement Event Types)

Task Form Category Necessary Privilege(s)

View Violation and Enforcement Event Type details	Violation Administration	View
Add New Violation and Enforcement Event Types	Violation Administration	Add
Edit Existing Violation and Enforcement Event Types	Violation Administration	Edit
Delete Existing Violation and Enforcement Event Types	Violation Administration	Delete

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Violation Administration (Configuration)

View Violation Administration tabs and settings	Violation Administration	View
Edit any Global Configuration settings	System Administration and Configuration	Edit
Edit any Local Configuration settings. These are user/machine specific settings and do not affect other users and are not controlled by security.	Violation Administration	View

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Violation Management *

Task Form Category Necessary Privilege(s)

View Violations from anywhere in the software	Violation Management	View
Add New Violations from anywhere in the software	Violation Management	Add
Create New Violations automatically or after prompted, during result data entry	Violation Management	Add
Create New temporary Violations automatically when Compliance Assistant is run	Violation Management	Add
Create New temporary Violations automatically when LinkoPipe data is imported	Violation Management	Add
Delete Existing Violations and all related enforcements	Violation Management	Delete
System Administration à Functional Settings à Allow Violation Deletes	This check box needs to be checked to allow Deletes. For details on System Administration security settings, see the System Administration section.

* These items are part of Linko’s feature based add-on modules. In some cases you may not have these features, which means they will not show up in Security Administration and are not applicable. They are available for purchase.

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