Industry Management\Industry Management Tabs

Industry Management Tabs

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Tabs

  1. Site Info displays site information for the Industry/Permit, such as address and site coordinates.
  2. Account Info displays account information for the Industry/Permit, such as Classification, Metering, Hours, etc.
  3. Industry Dates displays date information for the Industry/Permit, such as Effective Date, Application Date, and various frequencies.
  4. Monitoring Points lists the monitoring points for this Industry/Permit.
  5. Notes lists the notes associated with this Industry/Permit.
  6. Attachments lists the files attached to this Industry / Permit.
  7. Contacts lists the contacts for this Industry/Permit.
  8. Events lists any events and violations for this Industry/Permit.
  9. Codes displays the SIC, CAT, and NAICS codes assigned to this Industry/Permit.

 

NOTE: Dynamic System Labels  -- When looking at the screen, you will see italicized labels, those labels can be renamed and re-purposed.

 

 

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Site Info Tab

Item

Description

Industry No

The main identifier for the Industry (may also be the Permit #);  required field

Industry

The name of this Industry (may also be the Permit Name); required field

Industry Alias

This field shows on the Change of Custody forms in Sampling Assistant, allowing the POTW to keep the identity of the Industry secure.

Site ID

Identifier for the Site and Location of the business. Note:  A single site may have many industries/permits associated with it.  Use Choose a Site in edit mode to choose a pre-existing site for an industry. Use Site Management to create a new Site.

Address

The first line of the Site’s physical address

Address (cont.)

The second line of the Site’s physical address

City

The name of the city where this Industry Site is located.

State

The state where this Site is located

Zip code

The Zip Code or Postal Code for the Site’s location

GIS ID

GIS number for use with GIS system

East/West

East/West  (X) grid coordinates

North/South

North/South  (Y) grid coordinates

Site Elevation

This location’s elevation

Map Category

Map Category for this Site.  Create Groups for each section of your town/city to coordinate your sampling and inspection visits and save driving time.  Type in a new Map Category or select a Map Category that has already been entered.

NOTE: Dynamic System Labels will be italicized and can be Edited.

 

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Account Info Tab

Item

Description

Active Industry

Defaults to active; change field to ‘No’ when the industry is no longer in business and you wish to remove the industry from your list views.  You must also adjust ‘Visible Industries’ to ‘Active Industries’ in ‘System Administration’.

Permitted Industry

Is this Industry permitted to discharge to the Treatment Plant?  Yes or No.

Batch Discharge

Does this Industry batch discharge?  Yes or No. 

Annual Fee

The Permit fee amount billed to the user, if any. This field appears on several Industry Reports.

Classification

What type of Industry is this?  E.g. Metal Fabrication, Chemical Research, Categorical, Significant, etc.  Classifications may be added to the list via Industry Administration Section.

Secondary Class

A second classification describing the Industry; may be utilized in conjunction with “Classification” to group Industries in a more specific manor. E.g. Classification = Categorical, Secondary Class = Electroplater.  

Compliance Status

A Compliance Status can be assigned to an Industry based upon their status in a Violation and Enforcement proceedings. This field is managed in Industry Administration.

Hours

Hours of operation for this Industry.  Tracking this information will help you to get a feel for what their production hours are and how often to monitor them.

Square Feet

Square feet at this Industry’s location

Number of Employees

Number of employees at this Industry

Non-working Hrs.

Hours when the plant is not in operation

Daily Flow

This Industry’s estimated average daily flow (permit info)

Meter Number

Meter number for this Industry

Sewer Account

Sewer Account number for this industry

POTW Personnel

POTW Personnel assigned to work with this Industry

Trunk Line

Identify what trunk line the industry is discharging to.  To track the industries on a specific trunk line, build a “Group” on Trunk Line and print out a report.

Receiving Plant

When monitoring more than one WWTP, identify each industry’s Receiving Plant.  Simply type the plant name in or select one from the list.

 

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Industry Dates Tab

Item

Description

Effective Date

The date the permit becomes effective, used as the default date effective for monitoring point limits.

Application Date

Track the Permit Application Date for the Industry

In Business Since

The date the Industry opened. (may be used in grandfather clauses)

Close Date

The date that the industry ceased operations.

IU Sampling Freq

The frequency with which the Industrial User should sample; used for creating subsequent events when an event is completed if ‘Create Follow-Up Events How?’ is set to ‘Prompt’ or ‘Automatically’ in Event Administration.  Auto Scheduler also uses this field when generating events.

Authority Sampling Freq

The frequency with which the Authority should sample; used for creating subsequent events when an event is completed if ‘Create Follow-Up Events How?’ is set to ‘Prompt’ or ‘Automatically’ in Event Administration.  Auto Scheduler also uses this field when generating events.

IU Reporting Freq

The frequency with which the Industrial User should file a compliance report with the Authority; used for creating subsequent events when an event is completed if ‘Create Follow-Up Events How?’ is set to ‘Prompt’ or ‘Automatically’ in Event Administration.  Auto Scheduler also uses this field when generating events.

Inspection Freq

The frequency with which the Authority should inspect the Industry; used for creating subsequent events when an event is completed if ‘Create Follow-Up Events How?’ is set to ‘Prompt’ or ‘Automatically’ in Event Administration.  Auto Scheduler also uses this field when generating events.

Expiration Date

The date the permit expires.  This value is taken from a Permit Expiration Event in Event Management that is associated with this Permit and cannot be edited here.

Invoice Date

The date of the permit’s next invoice.  This value is taken from a Permit Invoice Event in Event Management that is associated with this Permit and cannot be edited here.

Last Renewal

The date for the permit’s last renewal.  This value is taken from a Permit Renewal Event in Event Management that is associated with this Permit and cannot be edited here.

Next Renewal

The date for the permit’s next renewal. This value is taken from a Permit Renewal Event in Event Management that is associated with this Permit and cannot be edited here.

Last Inspection

The date of the last inspection for this permit.  This value is taken from the last completed Inspection Event in Event Management that is associated with this Permit and cannot be edited here.

Next Inspection

The date of the next inspection for this permit.  This value is taken from the next scheduled Inspection Event in Event Management that is associated with this Permit and cannot be edited here.

 

 

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Monitoring Points Tab

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Functions

  1. Add a new Monitoring Point - Click on the Add New hyperlink to open the Monitoring Point Details screen. Fill in the Monitoring Point Abbreviation and a Description.  After you have added and saved the information, it will appear in the list view of this tab.
  2. View/Modify - click on the Details button of the Monitoring Point of interest.  Once the Details screen has been opened, you have the ability to modify, delete or simply view the material.
  3. View Local Limits - access the Local Limit information for this Industry by clicking on the View Local Limits button under the Monitoring Points tab.

 

 

Buttons

Action performed

Add New

Opens Monitoring Points screen allowing you to create a new Monitoring Point

Details

Opens Monitoring Points screen displays selected Monitoring Point

Item

Description

Monitoring Point

Name of the Monitoring Point

Date Issued

Date this Monitoring Point was issued

Description

Description of the Monitoring Point

Attachments?

A YES in this file indicates that a file has been attached to the Monitoring Point.

 

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Monitoring Point Details

 

NOTE: Dynamic System Labels will be italicized and can be Edited.

 

 

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Functions

Adding Monitoring Point Limits - From the Monitoring Points Details Screen, add a new Parameter Limit by clicking on the Add New hyperlink in the LinkoCTS Parameter Limits section to open the Monitoring Point Limit Details screen.

Selection

Description

Industry No

Industry No of Industry whose Monitoring Points are being displayed

Industry Name

Name of Industry whose Monitoring Points are being displayed

Buttons

Action performed

Copy Limits

Opens Copy Monitoring Point Limits screen.  This screen allows you to copy limits from a different Monitoring Point to this one.

Retire Limits

Prompts the user to enter a date from which to Retire all the Limits for the Monitoring Point.

 

 

You should retire all Limits if you are no longer going to be using a Monitoring Point and you are using the “Create Schedule” function. This way no Schedule of Sampling is created for the MP you have retired.

 

Create Schedule

 

 

Creates the Sampling Schedule for use in Reports in Compliance Assistant and in creating COCs when used with Sampling Assistant.

 

New

Clears values and allows you to create a new Monitoring Point.  While editing, the New, Edit, Close, and Record Selector buttons will be disabled.

Edit

Allows you to edit the displayed Monitoring Point.  While editing, the New, Edit, Close, and Record Selector buttons will be disabled

Save

Saves the changes made to the Monitoring Point

Close

Closes the screen

Cancel

Cancels any changes made to the Monitoring Point

Delete

Deletes the selected Monitoring Point from the system.  This button is disabled by default.  The ability to delete can be enabled/disabled from the Configurations Tab in Industry Administration.  Plan carefully as deleting a monitoring point permanently deletes ALL associated data.

Record Selectors

Standard Record Selectors allowing you to move between selected Monitoring Points for that Industry (if more than one).

Status Bar

Standard Status Bar allowing you to jump to a listing of Violations without enforcements, a listing of overdue Events, a listing of related Reports, a Calendar, a Calculator, Contact Information, or a new Phone Log Event

Item

Description

Wastewater Type

Wastewater type at this Monitoring Point

Measure Device

Flow Measurement device used for this Monitoring Point

Has Electricity

Is there Electricity available at this Monitoring Point?  Yes or No

North/South

North/South (Y) grid coordinates for this Monitoring Point

East/West

East/West (X) grid coordinates for this Monitoring Point

Elevation

Elevation of this Monitoring Point

Attachment and BROWSE

The Attachment Checkbox indicates that a file has been attached to this Monitoring Point. Use the BROWSE control to open the Attachment Preview screen where you can view attachments or add new ones.

General Description

Short description of this Monitoring Point

Sampling Notes

Notes about how samples are taken from this Monitoring Point

Safety Notes

Safety notes about this Monitoring Point

Parameter Limits

 

Add New

Opens the Monitoring Point Limits screen to create a new Parameter Limit. A new Parameter Limit can also be created within any Monitoring Point Limits Details using NEW.

Sort Order

Provides the ability to sort the Parameters based upon the Sort Order number assigned under the Parameter Details in Samples and Results Administration.

Parameter

The pollutant parameter name

Units (Con)

The concentration unit of measurement for this parameter

Daily Limit (Con)

The concentration daily limit for this parameter

Daily Type (Con)

The type of daily limit, e.g. local, categorical, state, etc.

Monthly Limit (Con)

The concentration monthly limit for this parameter

Monthly Type (Con)

The type of monthly limit, e.g. local, categorical, state, etc.

Date Effective

The date these limits became effective

IU Sampling Frequency

The frequency at which the parameter should be sampled by the Industry.

Auth Sampling Frequency

The frequency at which the parameter should be sampled by the Authority (POTW).

Daily Limit (lbs./day)

The lbs./day daily limit  (Mass Base Loading must be enabled to see this field)

Monthly Limit (lbs./day)

The lbs./day monthly limit  (Mass Base Loading must be enabled to see this field)

 

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Assign Parameters and Limits to the Monitoring Point.

 

Selection

Description

Industry No

No of Industry whose Monitoring Point Limits are being displayed

Industry Name

Name of Industry whose Monitoring Point Limits are being displayed

Monitoring Point

The identifying name or number for the Monitoring Point whose limits are being displayed

Date Issued

The issue date for the Monitoring Point whose limits are being displayed

Buttons

Action performed

New

Clears values and allows you to create a new Monitoring Point Limit.  While editing, the New, Next, Edit, Close, and Record Selector buttons will be disabled

Edit

Allows you to edit the displayed Monitoring Point Limit.  While editing, the New, Next, Edit, Close, and Record Selector buttons will be disabled

Save

Saves the changes made to the Monitoring Point Limit.  Only enabled while editing or creating an entry

Next

Displays the next Monitoring Point Limit

Close

Closes the screen

Cancel

Cancels any changes made to the Monitoring Point Limit. Only enabled while editing or creating an entry

Delete

Deletes the Monitoring Point Limit

Record Selectors

Standard Record Selectors allowing you to move between Parameters.

Status Bar

Reduced Status Bar allowing you to view a Calendar, a Calculator, Contact Information, or create a new Phone Log Event

Item

Description

Parameter

The pollutant parameter name.  Where can I add a new parameter or change an existing one?  In the Sample Administration Section.

Date Effective

The date these limits became effective

Date Retired

The Date the Limit is no longer in effect.

Collection Method

The method to be used when taking a sample for this parameter

IU / Authority Sample Frequency

The frequency at which the parameter should be sampled.  The fields are for reference only and are not flagged as a violation if the parameter is not sampled according to the frequency noted here.  Reports generated in Compliance Assistant indicate required vs. actual IU Sample Frequency based upon these settings.

Mon Point Avg Type

The type of average for the Parameter. The default is "MO" for monthly averages.  You can select "F" for Four-Day Averages (used for older electroplaters). 

 

This setting is informational and affects no other part of the software. To change the average that is used for Compliance, change the Average Type in Compliance Assistant. The Four-Day average will group samples by fours, then calculate the average of those 4 samples.

Concentration Units

The concentration unit of measurement for this parameter

Daily Limit

The concentration daily limit for this parameter

Daily Type

The type of daily limit, e.g. local, categorical, state, etc.

Monthly Limit

The monthly (sometimes is an average) limit for this parameter

Monthly Type

The type of monthly limit or average, e.g. local, categorical, state, etc.

Mass Units

This field is non-editable because the software will only produce mass calculations for Pounds per Day (ppd) (This field is displayed only when the Linko Feature “Mass Based Calculations” is enabled.)

Mass Daily Limit

The mass daily limit (This field is displayed only when the Linko Feature “Mass Based Calculations” is enabled.)

Mass Monthly Limit

The mass monthly or average limit (This field is displayed only when the Linko Feature “Mass Based Calculations” is enabled.)

 

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Easily copy limits from one Monitoring Point to another.

 

 

Buttons

Action performed

Apply

Copies monitoring point limits from selected Source Monitoring Point

Cancel/Close

Closes window without copying any monitoring point limits

Item

Description

Create New Limits for:

Industry

Industry that Monitoring Point Limits will be copied to. This is a non-editable field and simply lists the current Industry being modified.

Create new Limits for Monitoring Point

Monitoring Point that Limits will be copied to.  This drop down box lists all Monitoring Points for the current Industry being edited.

Copy Compliance Limits from: Source Industry

Industry that contains the Monitoring Point that Limits will be copied from.  This drop down box lists all Industries.

Copy Compliance Limits from Source Monitoring Point

Monitoring Point that the Monitoring Point Limits will be copied from.  This drop down box lists all Monitoring Points for the selected Source Industry. This field will remain grey until the Source Industry is selected.

 


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Waste Stream Breakdown

This feature allows you to enter a detailed breakdown of a waste stream for each monitoring point.  This is used to identify process (categorical) vs. non-process flows, allows you to identify the correct EPA Category for the limits assignment to this Monitoring Point and allows you to populate the Industries permit with the detailed waste stream information. 

 

Items

Description

Effective Date

Date the waste stream breakdown took effect

End Date

Date the waste stream breakdown is retired

Waste Stream Description

Human-readable description of waste stream

Avg Flow

System calculation of waste stream flow average

Unit

The Avg Flow units of either gpd or mgd

Production Rate

Rate of waste stream production

Unit

Production Rate unit of measure

Production Information

Human-readable description of waste production type

Included In Avg Flow

A checkbox telling system to use in Avg Flow calculations

Waste Stream Component

Dropdown to choose what type of waste stream

Process Description

Dropdown of Continuous, Batch or Intermittent

RUD/C

Dropdown of Regulated, Unregulated, Dilute or Cyanide

Avg Flow

Avg Flow of individual Stream Detail record

Max Flow

Max Flow of individual Stream Detail record

Comments

Human-readable optional comment field

 

For a waste stream:

  1. Only one record can be in effect at a time.
  2. You must enter end date of previous record before creating a new record
  3. You can use the Copy Stream feature to copy data from old/retired stream and create a new one
  4. Waste Stream Desc, Production Information and Comments are text entry, 255 characters max 
  5. Effective Date required
  6. End Date is required before creating a new record. 
  7. Avg Flow at Waste Stream level cannot be edited, this is calculated and stored in the field based on Avg Flow entered into each Waste Stream Component when the Include field is checked. 
  8. Flow Unit in Waste Stream Breakdown is limited to gpd and mgd. 
  9. Any unit for Prod Rate Unit is valid
  10. A self-Lookup is used for Waste Stream Component. Meaning, whatever value you entered for a previous industries Component will be in this list for you to choose when you enter the next Component.
  11. Process Description is fixed values: Continuous, Batch, Intermittent
  12. RUD/C is a fixed list: Regulated, Unregulated, Dilute, Cyanide.

 

 

 

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Waste Stream Reports

Waste Stream Details were added to these reports. 

 

Area of Software

Report Title

Groups and Queries - Industry Groups

Industry (Contacts and MonPoint Limits)

 

Industry (Contacts, Recent MonPoint Lims) MB

 

Industry (Contacts, Recent MonPoint Lims)

Industry Management

Industry (Contacts and MonPoint Limits)

 

Industry (Contacts, Recent MonPoint Lims) MB

 

Industry (Contacts, Recent MonPoint Lims)

Industry List View

Industry (Contacts and MonPoint Limits)

 

Industry (Contacts, Recent MonPoint Lims) MB

 

Industry (Contacts, Recent MonPoint Lims)

 

We also added new reports and letters to Monitoring Point Details that show waste stream details.

 

An example of one report is listed here:

 

 

 

 

NOTE: The Waste Stream details can be included in Permits generated using Permit Writer. SEE Permit Writer Userguide for more information

 

 

 

 

 

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Notes Tab

 

 

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Functions

  1. Create a new Note for an Industry - click on the Add New under the Notes Tab to open the Industry Notes Detail screen. Choose a Note Type and fill in the description. 
  2. View/Modify - To view more comprehensive Note Information from the list view, click on the Details button.  Once the Details Screen has been opened, you have the ability to modify, delete or simply view the data.
    1. To make any changes, you must first click on the Edit Button and when the changes are complete, you must click on the Save button.

 

Buttons

Action performed

Add New

Opens Industry Notes screen allowing you to create a new Note

Details

Opens Industry Notes screen displaying selected Note

Item

Description

Notes Type

Type of note this is, such as HazMat or Spill or Process

Industry Notes

Actual notes, such as information about the hazardous materials stored at this industry (for HazMat Note Type) or a description of the site’s Spill Plan (for Spill Note Type)

 


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Industry Notes Details Screen

 

Selection

Description

Industry No

No of Industry whose notes are being displayed below

Industry

Name of Industry whose notes are being displayed below

Buttons

Action performed

New

Clears values and allows you to create a new Note.  While editing, the New, Edit, Close, and Record Selector buttons will be disabled

Edit

Allows you to edit the displayed Note.  While editing, the New, Edit, Close, and Record Selector buttons will be disabled

Save

Saves the changes made to the Note

Close

Closes the screen

Cancel

Cancels any changes made to the Note

Delete

Deletes the Note

Record Selectors

Standard Record Selectors allowing you to move between displayed Notes for the selected Industry. 

Status Bar

Reduced Status Bar allowing you to view a Calendar, a Calculator, Contact Information, or create a new Phone Log Event.

Print

Clicking on PRINT will print a Note Details report that includes the document link if it exists.

Item

Description

Note Type

Type of note this is, such as HazMat or Spill

Desc. of Note Type

Description of this Note Type.  Keep in mind that this list is updateable either here or in the Industry Administration Section

Notes/Documentation

Actual notes, such as information about the hazardous materials stored at this industry (for HazMat Note Type) or a description of the site’s Spill Plan (for Spill Note Type)

 

 

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Attachments Tab

 

 

 

1.      Attach New (Facility) File allows you to attach a file to this Industry/Facility

2.       - click this button to open the Attachment Preview screen

3.       - click this button to open the file so it can be edited or  printed

4.       - click this button to delete the attached file.  It will be permanently deleted

5.      Record Types drop down list allows you to filter the list of attachments to see specific types of attachments. Examples include:

                                       i.    Facility – this would be an attachment added under the Attachments Tab above.

                                      ii.    Monitoring Points – an attachment that was added to the Monitoring Point via the Monitoring Point and Limits screen.

                                     iii.    Permit Events – an attachment added to a Permit Event.

                                    iv.    Inspections – an attachment added to an Inspection Event

 

See Using Attachments in the Common Features area of this guide for more details.

 

 

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Contacts Tab

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Functions

  1. Industry Contacts - From the Status Bar you can quickly look up any Industry Contact you would like.  A full list of information will be displayed.  Simply start typing in the Contact’s last name and the software will jump to it.
    1. Industry Contacts can also be viewed on the Contacts Tab in Industry Management.  A Contact is automatically created for each Industry without full information when you create a new Industry. You should then complete this Contact using the information for that Industry as the contact information is used on several reports.
    2. This is user configurable at Industry Administration Section, Configurations, Local Configurations, “Auto-Create a New Contact when Creating a New Industry.”
    3. You should create a contact for each Industry with a Contact Priority of 1, the contact information is used on several reports and letters and they may not be printed out for an Industry if a contact with priority 1 does not exist for that Industry.  Feel free to add new contact types and modify existing ones in Industry Admin.
  2. Add New - Use the familiar Add New link to create a new contact.  The company name and address are automatically loaded from the Site Information from the Industry.
  3. View or Modify - To view more comprehensive Contact information from the list view, click on the Details button.  Once the Details Screen has been opened, you have the ability to modify, delete or simply view the data.

a.    To make any changes, you must first click on the Edit Button and when the changes are complete, you must click on the save button.

  1. Add Existing Contact – Use this to add a contact to this company that already exists as a contact for another company.  This will associate that contact to both so that if you edit the contact information in one place, it is updated in both places.

Buttons

Action performed

Add New

Opens Industry Contacts screen allowing you to create a new Contact

Details

Opens Industry Contacts screen displaying selected Contact

Add Existing Contact

Open Choose Contact screen to select an existing Contact

Item

Description

(Salutation)

Salutation for this contact, such as Dr. or Mrs.

First Name

First name of this contact

Last Name

Last name of this contact

Title

Title for this contact, for example ‘Director of Operations’ or ‘President’

Phone

Phone number of this contact

Contact Type

Type of contact for this Industry, for example Legal or Mailing

Email

Email address for this contact

 


 

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Selection

Description

Industry No

No of Industry whose notes are being displayed below

Industry

Name of Industry whose notes are being displayed below

Buttons

Action performed

New

Clears values and allows you to create a new Contact.  While editing, the New, Edit, Close, and Record Selector buttons will be disabled

Edit

Allows you to edit the displayed Contact.  While editing, the New, Edit, Close, and Record Selector buttons will be disabled

Save

Saves the changes made to the Contact

Close

Closes the screen

Cancel

Cancels any changes made to the Contact

Delete

Deletes the Contact

Record Selectors

Standard Record Selectors allowing you to move between contacts for the selected Industry.

Status Bar

Reduced Status Bar allowing you to view a Calendar, a Calculator, Contact Information, or create a new Phone Log Event. The Print Button will print a report for any Details screen that has a report associated with it.

Item

Description

Salutation

Salutation for this Contact, for example ‘Dr.’ or ‘Mr.’

Contact Priority

Priority for this Contact.  Keep in mind that there has to be at least one contact with a priority of 1

First Name

First Name of this Contact

Last Name

Last Name of this Contact

Contact Type

Type of contact for this Industry, for example Shipping, Legal, Mailing Contact, etc.

Company Name

Name of Contact’s Company. (Most likely the name of the industry)

Address 1 / 2, City, State, Zip      

Full Address information for the Contact

Title

Title for this Contact, for example ‘Director of Operations’

Phone

Business phone number for this Contact

Fax

Fax phone number for this Contact

E-Mail

Email address for this Contact

Cell Phone

Cell phone number for this Contact

Pager

Pager number for this Contact

Emergency Phone

Emergency phone number for this Contact

Notes

Comments about this Contact

 

 

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Adding New Events

 

 

Clicking on the <Add New> link opens the Event Pick Box.  First Choose an Event Category and Type and click Ok.  This opens the Events Details screen for that Event Type and Category. Fill in all of the information you can for the event item and save it.  After you have added and saved the information, it will appear in the list view under the Events Tab. Add new event types and modify existing ones in Event Administration Section.

View

Using the Event Category drop down box, choose the event category to filter by.  If you would like to see all of the events for the Industry regardless of category, select ALL.

View/Modify

To view more comprehensive schedule information from the list view, click on the Details button.  Once the Details Screen has been opened, you have the ability to modify, delete or simply view the data.

 

To make any changes, you must first click on the <Edit> Button and when the changes are complete, you must click on the save button.

Buttons

Action performed

Event Category

Combo box offering a choice of Event Categories, or All, to be displayed in the list below

Add New

Opens New Event Pick Box window for this Industry and allows you to choose the type of Event you want to create.  Once you choose an Event Category and Event Type, an Edit Event window opens for the appropriate Event Category.  Event Category options are COC, Generic Event, Inspection Event, Permit Event, PumpOut and Sample Event

Details

Opens appropriate Edit Event window for selected Event: COC, Generic Event, Inspection Event, Permit Event, Sample Event, and Violation

Item

Description

Category       

The Event Category for this event

Event Type

Type of Event.  This is user editable in (system admin)

Description

Description of this event.  If you double click on this field a pop-up window will open allowing you to view the full text.  Any edits you make in this pop-up window will NOT be saved

Due Date

The date this Event is scheduled to be completed

Completed Date

The date that this Event was actually completed

Violation

Indicates if the Event has a Violation associated with it. Double-clicking a blank Violation field for an event will allow you to create a Violation for that event. Double-clicking a red YES will open Violation Management showing the Violation associated with the event.

 

 

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Industry Codes Tab

 

 

Industry Codes

Clicking on the<< Edit Button>> opens the Facility Codes Details Screen.  Choose your Code either by the code itself or by the description and click on the Add Button. To remove a code association from the list click on the <<Remove>> Button. Add new codes and modify existing ones in our Industry Administration Section.  

Item

Description

Associated SIC Codes

List of all SIC codes associated with this Industry/Permit.  Keep in mind that this list is updateable in the Industry Administration Section.

Edit (SIC Codes)

Opens Assign SIC Codes window allowing you to change the SIC codes associated with this Industry/Permit.

Associated CAT Codes

List of all CAT codes associated with this Industry/Permit. Keep in mind that this list is updateable in the Industry Administration Section.

Edit (CAT Codes)

Opens Assign CAT Codes window allowing you to change the CAT codes associated with this Industry/Permit.

Associated NAICS Codes

List of all NAICS codes associated with this Industry/Permit. Keep in mind that this list is updateable in the Industry Administration Section. 

Edit (NAICS Codes)

Opens Assign NAICS Codes window allowing you to change the NAICS codes associated with this Industry/Permit.

Associated Misc. Codes

List of all Misc. codes associated with this Industry/Permit. Keep in mind that this list is updateable in the Industry Administration Section. 

 

Misc. Codes are created by the POTW and customized based upon your Program’s needs.

Edit (Misc. Codes)

Opens Assign NAICS Codes window allowing you to change the NAICS codes associated with this Industry/Permit.

 


 

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Item

Description

Close

Closes window.

Add

Adds the Code on the left to the list of Codes associated with this Permit/Industry

Remove

Removes the Code selected in the list below

NAICS – SIC – CAT  by Code

Drop-down listing NAICS – SIC – CAT Codes by their Code value.

NAICS – SIC – CAT by Desc

Drop-down listing NAICS – SIC – CAT Codes by their Description.

Limit Codes to

By entering a term in this box and hitting enter or tab, you can limit the Codes listed in the drop down boxes above

Associated NAICS – SIC – CAT Codes

A list of all the NAICS – SIC – CAT codes associated with the Permit/Industry

 

 

 


 

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Industry List View Screen

Industry List View provides sorting, grouping, and reporting on the Industries you select with the fields you configure.  As of Version 10.1 of the LinkoCTS SQL version, this list view is User Modifiable in the “white” fields. The “grey” fields remain locked and cannot be updated by the Users. The information changed here will be shown in the Industry Management screens.

 

 

Item

Description

Industry Group

Combo box offering a list of Groups to quickly filter on.  This changes the industry information displayed below.

Group/Filter

This opens the Group or Filter form that is used on all of the filtering screens.  For more information regarding this Screen go to Filter Form.

Close

Closes the screen, returns to the Main Menu.

Cancel

Exits any data entry you may have started without saving.

Add New

Opens Industry Management Edit window allowing you to create a new Industry/Permit.

Action Menu –Config Layout

Set up the List View with any of the Industry related fields you choose to shown via the Configure layout.

Action Menu – Excel Preview

Excel preview will take your current list view and create a spreadsheet view you can export to Excel.

Record Selectors

Standard Record Selectors allowing you to move between Parameters.

Status Bar

Reduced Status Bar allowing you to view a Calendar, a Calculator, Contact Information, or create a new Phone Log Event

Quick Filter Functionality

Access the Quick Filter function by a Right Click on a field of interest and sort for and select just the records you want to display.

 


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