Enviance Waste Management User GuideEnviance Waste Manager Getting Started 1-3 The System Model The Enviance Waste Management system is a customizable interface that allows a company

the enviance system

Enviance Waste Manager User Guide

Enviance and the Enviance logo are trademarks of Enviance, Inc. Other product and company names mentioned herein may be trademarks of other entities and may be registered in certain jurisdictions including internationally.

Microsoft, Windows, Windows NT, Windows XP, Excel, Word, and Outlook are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Adobe, Acrobat, and the Adobe logo, are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries. All other trademarks are the property of their respective owners.

The example companies, organizations, products, people and events depicted herein are fictitious. No association with any real company, organization, product, person, or event is intended or should be inferred.

Copyright © 2004-2008 Enviance, Inc. All rights reserved. No part of the contents of this manual may be reproduced or transmitted in any form or by any means without the prior written approval of Enviance, Inc.

Enviance Waste Manager ver. 3 SR34December 2008

Contents

1 Getting StartedIntroduction to Waste Manager 1-2The System Model 1-3Log In/Log Out 1-5

Logging In 1-5Login Problems 1-7Logging Out 1-7

Navigation 1-8Navigation Frame 1-8System Model Frame 1-10Content Frame 1-12Using the Right Click Popup Menu 1-13Viewing Hidden Objects 1-14

Searching 1-16

2 Personal WorkspaceAbout Your Personal Workspace 2-2Personal Calendar 2-3

Daily Calendar View 2-4Weekly Calendar View 2-5Monthly Calendar View 2-6

Desktop 2-9Desktop Tasks 2-10Desktop Messages 2-12

Personal Profile 2-13Edit Your Profile 2-13Changing Your Password 2-14

Message Center 2-16Reading Messages 2-17Filtering Messages by Status 2-18Searching Messages 2-19Archiving or Deleting Messages 2-20

3 Waste StorageWaste Storage Overview 3-2Containers 3-3

View Container List in Area 3-3View Container Details and History 3-4Create New Container 3-6Clone Containers 3-12Edit Container Properties 3-13Update Container/Contents Profile (for Unassigned Contents) 3-15Deleting Containers 3-16Add/Remove Container Content 3-17Move Containers 3-18Consolidate Containers 3-21Reusable Containers 3-21

Enviance Waste Manager

Create Label for Container 3-22Equipment 3-25

View Equipment List in Area 3-25View Equipment Details and History 3-26Create New Equipment 3-28Edit Equipment Properties 3-31Add/Remove Equipment Content 3-32Associate Waste Containers 3-33Clone Equipment 3-35Archived Equipment 3-37Refurbish Equipment 3-39Move Equipment 3-42Consolidate Wastes From Equipment 3-45

OverPacks 3-46View OverPacks List for Area 3-46View Overpack Details 3-47Create New OverPack 3-48Clone Overpack 3-52Edit OverPack 3-54Add Items to Overpack 3-55Remove (Unpack) Items in Overpack 3-58Moving OverPacks 3-59Create Label for Overpack 3-59

Lab Pack Items 3-61View Lab Pack Items 3-61View Lab Pack Item Details and History 3-62Create New Lab Pack Items 3-63Edit Lab Pack Items 3-67Clone Lab Pack Items 3-68

Tanks 3-70View Tank Status & Properties 3-70View Current Content of Tank 3-71View Content History of Tank 3-73Add/Remove Tank Contents 3-74Tank Maintenance History 3-76Tank Measurement History 3-78

Moving Inventory 3-81Consolidating Wastes 3-85

Tracking Small Items Usually Consolidated 3-87Destruction Transaction 3-89

Destruction Transaction for Permitted Area 3-89Destruction Transaction for Tank 3-93

4 Spills and SamplesAbout Spills and Samples 4-2Spill Manager 4-3

Create Spill Record 4-4Edit Spill Record 4-7

Sample Manager 4-8Create New Sample 4-9Edit Sample 4-13

Chain of Custody Manager 4-16

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Create Chain of Custody 4-16Add Inventory to a Chain of Custody 4-18Print Labels 4-19Print Chain of Custody 4-20Set Up Lab Instructions 4-21Enter Lab Results 4-22Email Notifications 4-24

Sample Group Manager 4-26Create Sample Group 4-27Clone Sample Group 4-28

Batch Sampling 4-29Create Batch for Sampling 4-29Create Samples for Batch 4-30Enter Sample Results for Batch 4-34

5 ShipmentsShipment Overview 5-2

Uniform Hazardous Manifest 5-2Setting Shipment Defaults 5-5

Require Purchase Order Numbers 5-5Defaulting Shipment and Manifest Numbers 5-5Printing Defaults (Sections 14, 15 and J) 5-6

Create a Shipment 5-8Create Shipment by Batch 5-8Create Shipment from Generator 5-10Adding Line Items to Shipments 5-15

Adding Containers to a Shipment 5-15Adding Overpacks to a Shipment 5-19Adding Line Items to Shipment by Profile 5-22Adding Equipment to a Shipment 5-26Adding Tank Contents to Shipment 5-30Add Line Items to Shipment Manually 5-35

Print Shipping Labels 5-37Creating the Shipping Manifest 5-38Releasing the Shipment 5-40

Track/View Shipments 5-42View Shipments by Generator 5-43Shipping Status 5-43Edit Shipment 5-44Reset Shipment 5-45Print Manifest 5-46Print LDR 5-46

Shipment Receiving 5-47Receiving a Shipment 5-48Accepting Shipment by Line Items 5-50Accept/Edit Shipment Inventory Items 5-53Receiving Into Tanks 5-56Edit Shipment Cost Details 5-57

Shipment Returns 5-59Editing the Manifest Return 5-61

Rejecting a Shipment 5-64

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6 ReportsReports Overview 6-2Regulatory Reports 6-4

Generate a Regulatory Report 6-5Biennial Report 6-5

Generating the Biennial Report 6-6Audit Report 6-7

PCB Reports 6-8Hazardous Waste Generator Fee Reports 6-8Texas STEERS 6-8Waste Reduction Goal Report 6-9

Report Manager Reports 6-10Browse Report Folders 6-10Search Reports 6-11Run Reports 6-12

Create System Reports 6-15Creating a New Report 6-15

Select Report Dates 6-17Select Objects to Report On 6-18Select Attributes to Report On 6-19Refine Results by Filtering 6-19Select Users or Groups to Report On 6-20Select Aggregates to Report 6-20Group Report By 6-20

Editing Reports 6-20Copying Reports 6-21Moving Reports 6-22

Standard Report Types 6-23Task Report 6-23Security Report 6-23Waste Management Detail Reports 6-25Shipment Reports 6-26

Managing Report Folders 6-27Creating Report Folders 6-27Editing Report Folders 6-28Copying Folders 6-29Moving Folders 6-30

Managing Report Permissions 6-31Viewing Report Permissions 6-31Setting Permissions on Report Folders 6-32Setting Permissions on Reports 6-34

7 TasksAbout Task Manager 7-2How to Access Tasks 7-3Viewing/Searching Tasks 7-4

Searching for Tasks 7-6Refine Search for This Task 7-7Refine Search for This Task’s Object 7-8Refine Search for Object and Children 7-9Refine Search for Subtasks 7-10

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System Calendar 7-11Object Calendar 7-13Task Icons 7-15View Task Summary 7-16View Task Properties 7-17View Associated Documents 7-19

Completing or Updating Tasks 7-20Updating Task Completion Status 7-20Email Task Notifications 7-22Dismissing a Task 7-23Quick Completion of Multiple Tasks 7-24Completing Multitasks 7-25Completing Subtasks and Parent Tasks 7-27

Scheduling Tasks 7-28Creating a Task 7-28Creating Multitasks (for Multiple Objects) 7-30Add Task Recurrence Schedule 7-31Add/Edit Task Notifications 7-32Associating Documents with a Task 7-35Creating Task Exceptions 7-36Creating Subtasks 7-39Set Completion Mode for Parent Task with Subtasks 7-40Task Schedules and Time Changes 7-42

Editing Task Setup 7-43Editing Tasks 7-43Editing Task Recurrence Schedules 7-43Editing Completed Tasks 7-44Canceling or Deleting Tasks 7-46Reactivating Dismissed Tasks 7-46No Instance Due Tasks 7-47

8 DocumentsAbout Document Manager 8-2Browsing Folders 8-4Searching Documents 8-5Associating Documents 8-7Managing Documents 8-9

Uploading New Documents 8-9Viewing Document Properties and Versions 8-11Editing Document Properties 8-12Renaming a Document 8-13Controlling Versions 8-14

Uploading a New Version 8-14Viewing Previous Versions 8-16

Copying Documents 8-17Moving Documents 8-18

Managing Document Folders 8-20Creating Folders 8-20Editing/Renaming Folders 8-21Copying Folders 8-23Moving Folders 8-23

Managing Document Permissions 8-25

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Setting Permissions on Document Folders 8-26Setting Permissions on Documents 8-28

A Sample Shipment Flow-through ProcedureInitial Setup A-2Creating Containers A-4Creating a Shipment A-5Creating the Shipping Documents A-11Completing Shipment Returns A-15

B Batch Sampling ProcedureCreate Batch for Sampling B-2Create Samples for Batch B-4Enter Sample Results for Batch B-8

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1Getting Started

Introduction to Waste Manager 1-2

The System Model 1-3

Log In/Log Out 1-5

Navigation 1-8

Searching 1-16

Getting Started Enviance Waste Manager

Introduction to Waste ManagerThe Enviance Waste Manager system allows you to consolidate and manage all your waste management activities to ensure compliance with the Resource Conservation and Recovery Act (RCRA). The Enviance Waste Manager can be used in conjunction with the Enviance ASP, or used as a standalone system.

The Enviance Waste Manager allows you to:

Track all company wastes from cradle to grave

Create automatic notifications and alerts for time-sensitive storage requirements

Integrate waste handling activities with your Treatment, Storage and Disposal Facilities (TSDFs)

Keep track of Transporter and Vendor activities

Track and integrate laboratory processes

Document spills from occurrence through cleanup to disposal

Generate and update shipping documents through to Certificate of Disposal (COD)

Generate reports on all aspects of waste handling, including required RCRA compliance reports

1-2

Enviance Waste Manager Getting Started

The System ModelThe Enviance Waste Management system is a customizable interface that allows a company to create a model of its own waste management system.

Figure 1-1 Sample waste management system in Enviance

The basic building blocks of the System Model are:

Folder: Used for organizational purposes only.

Generator/Facility: Represents a physical facility that generates waste. A Generator can be either “Generator only” or “Generator/TSDF” (treatment and disposal facility). A Generator may include Units, Areas, Tanks or Lists as child objects.

Unit: A Unit is a generic object used to organize other objects. It can include Areas, Tanks, or Lists as child objects.

Area: An Area is a distinct waste accumulation area that must be accounted for—a storage room, storage facility, staging area, etc. An Area can be one of four types:

Satellite Area

Accumulation Area

Permitted Area

Universal Area

Each of these area types has its own storage rules and limits.

Containers, Overpacks, Equipment and LabPacks may be associated with an Area, and may be moved from one Area to another. These items do not appear in the tree, but are viewed as data associated with the area.

List: Lists are basically filtered views of the non-tree items (such as containers, profiles, shipments, etc.).

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Tank: A Tank is both a storage container and an Area, with many of the same rules and functions as Areas concerning types of wastes it can accept and storage limits.

1-4


Log In/Log OutTo access your system model in Enviance, you must log into the application over the secure internet connection. Your administrator will set up a user ID and an initial password for you in the system.

After you finish work in the system, you should log out of the system. For security purposes, users are automatically logged out after 20 minutes of inactivity.

Logging InYou can access the Enviance system by two methods:

Navigate to the main login page with your web browser.

From an email task notification, follow the link to view the task.

To log in to the Enviance system:

1 Navigate to the Enviance login page at:

wm.enviance.com

2 On the login page, enter your email address and password.

3 Select Login.

Figure 1-2 Logging in to the Enviance system

If login authentication is successful, you will be connected to your system model and the Desktop displays.

If login is not successful, an appropriate error message is shown. See Login Problems, page 1-7.

To access the Enviance Waste Management system from an email notification:

1 Select the link at the bottom of the email that says:

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To view this task, click here.

The login web page opens in your browser.

2 Enter your email address and password and select Login.

If login is successful, the task completion page for the task is displayed, ready for you to enter task update information.

Note If you are already logged into the Enviance system, clicking on the link will take you directly to the task completion page.

1-6


Login ProblemsSome possible reasons why you may not be able to log in are:

The email and password do not match any existing account. Recheck your login and password info and try again.

Another session is already active with your account. Only one session is allowed per account at one time.

In this case you will receive the following message: “Another session is currently active using your credentials. Would you like to end the session and log on?”

If you choose Yes, the other user will be logged off immediately and you will be logged in with a new session. If you choose No, you will be returned to the login page and may log in under another account name, if desired.

Your user account has expired. See your administrator.

You user account is locked. See your administrator.

Your Billing Profile is expired. See your administrator.

Logging OutTo ensure security, you should always log out of the system when you have finished work.

Figure 1-3 Log out of the system

To log out of the Enviance system:

1 Select the Log Out button on the personal navigation menu.

2 In the confirmation dialog, click OK to log out now, or Cancel to remain logged into the system.

For security purposes, users are automatically logged out after two hours of inactivity. For maximum security, you should also close your browser after logging out.

1-7


NavigationOnce you have successfully logged into the system, the main Waste Management application screen appears. The Desktop on the right shows your current tasks in the system.

Figure 1-4 Default log in page

The three components of the interface are:

The Navigation Frame across the top of the screen

The System Model Frame on the left

The Content Frame on the right

Navigation FrameThe top frame is the Navigation Frame. The Navigation Frame contains links to your personal workspace items on the left—your personal Calendar, Desktop, and Profile—as well as buttons to access Help and Log Out.

Figure 1-5 Personal navigation menu

Across the top of the page are the buttons to access the main areas.

Figure 1-6 Top navigation buttons

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Move the cursor over any button to display a menu containing other options.

Figure 1-7 Shipment Manager menu

Click on any button or menu option to navigate to the corresponding section. The contents of the Content Frame are updated accordingly.

Note The buttons and menu options that are available depend on your user rights in the system. If you do not have access to certain functions, the buttons or menu options will be disabled.

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System Model FrameThe left pane is the System Model frame. The System Model frame contains the System Model components in a hierarchical tree structure.

Figure 1-8 System Model frame

You can Show or Hide the System Model frame in order to expand the working area in the Content frame if you wish.

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To show or hide the System Model frame:

1 Click the X in the upper right corner of the System Model frame.

Figure 1-9 Hide System Model frame

The System Model is hidden and the Content frame expands to the width of the screen. A plus (+) sign appears below the navigation buttons on the left of the screen. Click the plus (+) sign to show the System Model frame again.

Figure 1-10 Show System Model frame

Note The parts of the System Model that are visible to you are those objects to which you have been granted permission. Objects to which you do not have permission are not shown in the system model tree.

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Content FrameThe right pane is the Content Frame. This is the main content area where most of your interactions take place, such as:

Viewing data, such as viewing containers stored in an area or viewing the contents of a container

Entering and updating data (creating new containers, shipments, etc.)

Completing tasks

Generating reports

Figure 1-11 Content frame on right is used for viewing and entering data.

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Using the Right Click Popup MenuMenu options are available for System Model objects from a right-click popup menu.

To see menu options for an object:

1 With the cursor over an object in the system model tree, right click on the object.

The popup menu shows what actions are available for this object. The options vary depending on the type of object selected and on the permissions you have.

Figure 1-12 Right click popup menu for an Area

Note Functions to which you do not have permission are grayed out on the menu.

To select an action from the menu:

1 Click on the menu option with the left mouse button.

Once you choose a menu option from the right-click popup menu, that menu option becomes the default action for subsequent objects you select (unless the action is not available for an object).

Note The default action is View Properties. This is the active menu option when you first log into the system. It is also the default mode current menu option is not available.

The active menu option is indicated by an icon in the title bar of the System Model frame.

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Figure 1-13 Active menu option indicates View Containers mode

Example If you select View Containers from the right-click popup menu for an Area, the View Container Data mode is displayed for that object. If you select another Area, you will also see containers for that area. You will remain in View Container Data mode until you choose another option from the right-click popup menu (such as View Equipment). If the menu option is not available for an object, the object properties are displayed instead.

Viewing Hidden ObjectsCertain objects may be hidden from the display and can be shown as desired. Hidden objects include:

Temporary Generators: Non-routine waste generating locations created for the purpose of tracking wastes associated with non-routine operations (such as maintenance operations and spills).

Inactive Objects: Objects that are not currently active by their Active/Inactive Dates

To show/hide Temporary Generators:

1 Right click the system model root object and select Show/Hide Temporary Generators.

Figure 1-14 Show/Hide Temporary Generators

To show/hide Inactive Objects:

1 Right click the system model root object and select Show/Hide Inactive Objects.

1-14


Figure 1-15 Show/hide Inactive Objects

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Searching The search function is available throughout the system to allow you to search for items by various properties. The properties that are available to search by depend on the item.

You can combine search criteria with AND/OR and choose from different operators to construct your search criteria.

Common Search Operators

Search by Dates

A typical search example is shown in the following figure. This search will return all shipments made from ABC Generator from 3/1/2004 through 3/15/2004. The search criteria are:

Generator = ABC Generator AND

Date/Time Shipped: Range 3/1/2004 to 3/15/2004

Equal Search for exact match for string

Not Equal Search for items not matching string

Contains Search for items containing string

Not Contains Search for items not containing string

Begins Search for items that begin with string

Not Begins Search for items that do not begin with string

Pattern Search for items matching pattern (use % for wildcard)

Not Pattern Search for items not matching pattern (use % for wildcard)

Empty Search for items where field is empty

Not Empty Search for items where field is not empty

Equal Search for exact date given

Not Equal Search for dates not matching given date

Range Search for dates within a given range.

Not Range Search for dates that do not include the given range.

Greater or Eq Search for dates same as or later than given date.

Less or Eq Search for dates same as or earlier than given date.

Empty Search for items with date field empty.

Not Empty Search for items where date field is not empty.

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Figure 1-16 Example of search for shipments

A “quick search” function is sometimes available to allow you to filter items quickly by status. For example, you can search for shipments that are pending return by choosing the “pending return” shipping status from the Shipment Status list.

Figure 1-17 Search (filter) shipments by status

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1-18

2Personal Workspace

About Your Personal Workspace 2-2

Personal Calendar 2-3

Desktop 2-9

Personal Profile 2-13

Message Center 2-16

Personal Workspace Enviance Waste Manager

About Your Personal WorkspaceYour personal workspace includes tools to help you access your tasks, system messages, and personal profile information.

The Desktop gives you a quick overview of your immediate work items and messages.

Your Personal Calendar shows your scheduled tasks and other tasks you have chosen to track in a convenient calendar format.

Your Personal Profile lets you manage your personal information, including email and other contact information, and your password.

The Message Center lets you view, sort and filter your system messages, including both new and archived task notifications and data warnings.

Comprehensive online Help is always available to help you navigate the system and complete your system tasks.

See Also

Personal Calendar, page 2-3Desktop, page 2-9Personal Profile, page 2-13Message Center, page 2-16

2-2

Enviance Waste Manager Personal Workspace

Personal CalendarYour personal Calendar presents an overview of your current tasks by due date and time. You can display your calendar at any time by selecting the Calendar button in the navigation menu.

Figure 2-1 Access your personal calendar

Tasks displayed in your personal calendar include both:

Tasks assigned to you

Tasks that you assigned and flagged to “Show in Calendar”

Dates with a border have scheduled tasks. Red indicates overdue tasks. Select a date to show task time schedule.

Figure 2-2 Personal Calendar

The default calendar view is daily, set to today’s date. However, you can display the calendar in daily, weekly or monthly mode. You can access tasks from the Calendar directly in order to view task details and enter task completion information.

Important Calendar display and notifications are dependent on the time zone specified in your profile. To receive timely task notifications, be sure the correct time zone is selected in your profile. See Personal Profile, page 2-13.

An Object Calendar is also available for each object in the model. A System Calendar is available for the whole system.

See Also

Daily Calendar View, page 2-4Weekly Calendar View, page 2-5Monthly Calendar View, page 2-6Object Calendar, page 7-13

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System Calendar, page 7-11

Daily Calendar ViewThe daily calendar view is the default view of the calendar. It shows tasks for a selected date (today, by default). Tasks may be accessed from an hourly agenda.

To view tasks for a specific date:

1 Select the desired date in the calendar.

The daily agenda shows the tasks for the selected date.

The task icons indicate the task type and completion status. (See Task Icons, page 7-15 for icon descriptions.)

To return to today’s tasks in the daily view:

1 Select the Today button.

For more task information:

Hold the cursor over the task link in the daily agenda.

Select the task link to go directly to the task completion form.

Right click the task link in the daily agenda to access the popup menu to search tasks, view task properties or complete a task.

Figure 2-3 Daily calendar view with task summary on mouse-over

Figure 2-4 Right click on task to see popup menu

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See Also

Weekly Calendar View, page 2-5Monthly Calendar View, page 2-6Searching for Tasks, page 7-6Completing or Updating Tasks, page 7-20View Task Properties, page 7-17Task Icons, page 7-15

Weekly Calendar ViewThe weekly calendar view shows all tasks for a selected week. Tasks may be accessed from a daily agenda.

To view tasks for an entire week:

1 Click the “W” link in the left column for the week you want to view.

Figure 2-5 Click “W” to access weekly calendar view

Scroll down the daily agenda on the right to view schedule the schedule for each day in the week.

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Figure 2-6 Weekly view of calendar with task summary on mouse-over


Hold the cursor over the task link in the daily agenda.

Select the task link to go directly to the task completion form.

Right click the task link in the daily agenda to access the popup menu to search tasks, view task properties or complete a task.

Figure 2-7 Right-click on task to see popup menu

See Also

Daily Calendar View, page 2-4Monthly Calendar View, page 2-6Searching for Tasks, page 7-6 Completing or Updating Tasks, page 7-20View Task Properties, page 7-17Task Icons, page 7-15

Monthly Calendar ViewThe monthly calendar view shows all tasks for a selected month. Tasks may be accessed from a large monthly calendar.

To view all tasks for a selected month, do one of the following:

For the month currently displayed, select the “MO” link in the calendar.

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Select a month and year from the dropdown lists and click Go.

Select the previous or following month link in the calendar.

Figure 2-8 Accessing monthly calendar view

A large monthly calendar appears. Tasks icons are shown on each date with scheduled tasks.


Hold the cursor over the task icon in the large calendar to display the task summary.

Select the task icon to go directly to the task completion form.

Right click the task icon to access the popup menu to search tasks, view task properties or complete a task.

Figure 2-9 Monthly calendar view with task summary on mouse-over

Show next monthShow previous month

Show this month

Select month and year

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Figure 2-10 Right click on task icon to see popup menu

See Also

Daily Calendar View, page 2-4Weekly Calendar View, page 2-5Searching for Tasks, page 7-6Completing or Updating Tasks, page 7-20View Task Properties, page 7-17Task Icons, page 7-15

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DesktopThe Desktop appears by default when you log in. You can also display the Desktop at any time by selecting the Desktop button in the navigation menu.

Figure 2-11 Access the Desktop from the navigation menu

The Desktop shows your current tasks and new system messages. A summary total of each type is displayed in the gray bar at the top of the page.

Figure 2-12 Summary of new messages

By default, when you access the desktop you see Tasks scheduled for Today. To apply other filters:

Select the type button: Task, Messages, Data Warnings or All.

Select the time period: Today, This Week or This Month.

Note The Data Warnings option is not used in the Enviance Waste Management system. Data Warnings are used only in the Enviance ASP system.

See Also

Desktop Tasks, page 2-10Desktop Messages, page 2-12

2-9


Desktop TasksThe Desktop shows your current task assignments. It allows you to get a quick view of your work items for today, this week or this month by selecting the button for the desired time period.

Note The Desktop shows only those tasks to which you are assigned. You can view tasks assigned to other users and search for tasks with more extensive search criteria in Task Manager. See Searching for Tasks, page 7-6.

To display and filter current task assignments:

1 Select the Desktop button from the navigation menu.

By default, today’s tasks are shown.

2 Select the Tasks button, and select the button for the desired time period.

Figure 2-13 Desktop with task reminders for this week

Select the task link to access the task. The task completion form opens in Task Manager ready for you to enter completion details.

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Figure 2-14 Task completion form ready for entry

See Also

Searching for Tasks, page 7-6Completing or Updating Tasks, page 7-20

2-11


Desktop MessagesMessages are notifications that are automatically generated by the system, as configured for your specific system model. They include shipment notifications, empty container notifications, storage limit warnings, and task notifications.

New messages appear on your Desktop. Select the appropriate button to show messages for today, this week or this month.

Note The Desktop filters your messages for only unread messages (and, in the case of tasks, only for tasks where you are the task assignee). You can view both read and unread messages and apply more extensive search criteria for messages in Message Center. See Filtering Messages by Status, page 2-18.

Figure 2-15 Desktop shows new messages for today

Select the Name link to read a message.

Figure 2-16 Reading a message

You have two options for a message once you have read it:

Archive: Saves the message and marks it Archived. The message can be found in the Message Center by searching for Archived messages.

Delete: The message is deleted from the system.

You may also click Back to return to the Desktop. Once you read a message, it no longer appears in the Desktop. However, you can view saved messages in Message Center until you choose to delete them.

See Also

Message Center, page 2-16Filtering Messages by Status, page 2-18

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Personal ProfileYour user profile contains your personal information, password, contact information, and group assignments. Your email address and your time zone, which are stored in your profile, are especially important, as they are used to send you task notifications and other system notifications including shipment notifications, empty container notifications, and storage limit warnings.

Important The first time you log in you should check your profile for accuracy and edit it. You are responsible for keeping your profile up to date in the system at all times, so that notifications will be properly routed to you.

You can also view your User Group assignments in your Profile. You may not edit your group assignments, unless you have administrative rights.

See Also

Edit Your Profile, page 2-13Changing Your Password, page 2-14

Edit Your ProfileYou should check your profile for accuracy the first time you sign in. You should also update your profile anytime your personal information changes.

To edit your personal profile:

1 Select the Profile button on the personal navigation menu.

Figure 2-17 Access your profile from the navigation menu

2 On the Profile page, edit the fields you wish to change.

Required information is marked with a red asterisk. You may edit required information but you may not delete it. The following fields are required:

User Email: Your correct email is important because it is used to send system notifications. You can also choose the email format (HTML or text only). However, in order to log in and access tasks from a link in an email notification, you must enable HTML email.

User Time Zone: All dates and times are stored in the database as UTC time. Dates and times are displayed in your user time zone for most time fields.

First Name

2-13


Last Name

3 Click Save.

Note You do not need to enter your password to save changes to your profile. However you may use the Password and Confirm fields if you want to change your password.

Figure 2-18 User profile page

See Also

Changing Your Password, page 2-14

Changing Your PasswordIf your system security settings allow it, you can change your password when you wish from the personal profile page.

Depending upon the security setup for your system, you may be required to change your password from time to time. If your password expires, you will be required to change your password when you next log in from the login page.

To change your password:

1 Select the Profile button from the navigation menu.

Figure 2-19 Access your profile to change your password

2 On the Profile page, enter your new password in the Password box.

2-14


3 Re-enter the password in the Confirm box.

4 Click Save.

Your new password is immediately activated.

2-15


Message CenterThe Message Center is used to receive notifications sent to you concerning system activities. These may include shipment notifications, empty container notifications, storage limit warnings, and task notifications.

The notifications you receive in the Message Center are for your information only. Once a communication has been read, it may be kept active, archived, or deleted, as you wish.

Selected task messages are also displayed in the Desktop, which functions as a “quick look” version of the Message Center. The Desktop shows only new, unread messages, while the Message Center allows you to search, filter and view all your saved system notifications.

Notifications are commonly set up to be sent by email. However, in the event that you do no want to use email for notification, or when email may not be available, notifications can be viewed in the Enviance Message Center. Any notifications configured to be sent to your Inbox (instead of or in addition to email), appear in the Message Center.

Figure 2-20 Message Center messages

The message summary shows the subject, date, sender and the objects with which the message is associated.

Select the column head to sort the list by a column.

When you have more than one page of messages, choose a page number to view subsequent pages, or increase the number of Results per page.

Figure 2-21 Page and display controls

2-16


Note When you are assigned to a task, your task assignment and task reminder messages also display in your personal Desktop. Other task notifications (for tasks where you are not the assignee) are shown in Message Center only.

See Also

Reading Messages, page 2-17Filtering Messages by Status, page 2-18Searching Messages, page 2-19Archiving or Deleting Messages, page 2-20

Reading Messages

Messages that have not yet been read appear in with a closed envelope icon.

Messages you have appear with an open envelope icon.

Figure 2-22 Selecting an unread message to read

To read a message:

1 Select the message link.

The message details are displayed.

2-17


You have two options for a message once you have read it:

Archive: Saves the message and marks it Archived. The message can be retrieved by searching for Archived messages.

Delete: Deletes the message from the system.

Click Back to return to the Message Center without changing the message status.

Once you view a message, it is marked Read (with opened envelope icon). It will remain in the current messages list until you decide to archive or delete it.

You can change the read status of a message from Read to Unread or vice versa if you wish.

To change the Read/Unread status of messages:

1 From the message display, select the checkbox for the message(s), then click Change Read Status.

See Also

Filtering Messages by Status, page 2-18Searching Messages, page 2-19Archiving or Deleting Messages, page 2-20

Filtering Messages by StatusBy default Message Center displays all current messages that are not yet archived, regardless of Read status. You can filter the messages by Read/Unread status using the status links.

To filter messages by Unread/Read status:

1 Select the Unread or Read link in the blue bar above the search results.

Figure 2-23 Filter messages by status

2-18


Note The All filter option only applies to Read status. Archived messages do not display unless you select the Archived filter to display them.

To view archived messages:

1 Select the Archived link in the blue bar above the search results.

You can use the search criteria in combination with the filter options to refine results.

See Also

Searching Messages, page 2-19Archiving or Deleting Messages, page 2-20

Searching MessagesThe Message Center search function lets you search for saved messages by various criteria, including dates, sender and associated system object.

Tip If you do not have the appropriate status filter selected, you may not find the messages you want. For the most comprehensive search, make sure the filter is set to All. See Filtering Messages by Status, page 2-18.

To search your messages:

1 Select the search criteria to apply:

Subject: Subject of the message. This is auto-generated. If searching by subject, you may want to copy and paste the subject of a similar message.

Type: Choose the message type: Task Message, Task Delete, Container Warning, Tank Percent Warning, Tank Days Warning, Approval Expires Warning, Shipment ‘No Return’ Warning, Empty Container Warning, Inactive Generator Date Warning.

Objects: Identifies the system object associated with the message. Enter the path to the object, from the generator level down to the level desired, with each level separated by a backslash—for example, Generator1\Unit1\TankA. For maximum results, search by Generator only. For example, Object Name=Generator1 will return messages received concerning Generator1 and all of its child objects.

Sent By: Name of person who generated message. May be useful in filtering task messages, since the sender of a task message is usually the assignor.

Sent After/Before: The date range when the message was sent.

2 Select Search.

Messages that match your search criteria are displayed.

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Figure 2-24 Sample search for messages

See Also

Filtering Messages by Status, page 2-18

Archiving or Deleting MessagesOnce you have read a message, you can choose to archive it or delete it from Message Center.

Archive: If you want to save a message but do not want it displayed in your current messages list, select Archive. If you change your mind and want to display it again with your current messages, select Unarchive (after searching for it in your archived messages).

Delete: If you do not want to save the message, select Delete. Keep in mind that once you delete a message, you cannot retrieve it.

To archive messages:

1 From the message display, select the checkbox for the messages you want to archive, then click Archive.

To delete messages:

1 From the message display, select the checkbox for the messages you want to delete, then click Delete.

To apply the same action to all messages, click Select All to check all the checkboxes.

See Also

Filtering Messages by Status, page 2-18Searching Messages, page 2-19

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3Waste Storage

Waste Storage Overview 3-2

Containers 3-3

Equipment 3-25

OverPacks 3-46

Lab Pack Items 3-61

Tanks 3-70

Moving Inventory 3-81

Consolidating Wastes 3-85

Waste Storage Enviance Waste Manager

Waste Storage OverviewThe four types of storage areas may be set up in the system are:

Satellite Area: Site where waste is created and stored initially—such as a maintenance facility which accumulates wastes such as used oil and solvents.

Accumulation Area: Usually used to store multiple waste types. Limits on container storage (typically 90-270 days) may be set according to waste type.

Permitted Area: Depends on permits for specific wastes. Limit is usually 365 days.

Universal Area: Only Universal type wastes are allowed.

Each storage area has its own parameters, including:

The type of waste that can be stored in the area.

The storage limits, or amount of time each type of waste is allowed to remain at the site.

Notifications may be set up for each area to notify specified users when the storage limit has been or is about to be exceeded, so that storage containers can be moved accordingly.

Wastes may be moved or consolidated into an area only if the waste type is acceptable in the area, as set up in the area parameters. The area type also determines what movements are allowed between areas. See Moving Inventory, page 3-81.

3-2

Enviance Waste Manager Waste Storage

ContainersWhen you create a new container in an area, you must specify:

Container number.

Accumulation Start date as noted on the label

Date Placed in Storage if container is being created in an Accumulation Area or Permitted Storage Area

The Container Spec that describes the type of container, including its capacity and empty weight.

Container specs are defined in the Container Spec Manager.

See Also:

View Container List in Area, page 3-3Create New Container, page 3-6Clone Containers, page 3-12Edit Container Properties, page 3-13Deleting Containers, page 3-16Add/Remove Container Content, page 3-17Move Containers, page 3-18Consolidate Containers, page 3-21Reusable Containers, page 3-21Create Label for Container, page 3-22Container Spec Manager, page 2-8

View Container List in Area

To view containers stored in an Area:

1 Right click the Area in the aystem model and choose View Containers.

Figure 3-1 View containers in area

A summary list of the containers stored in the Area is displayed.

3-3


Figure 3-2 Container list

The container table displays the following information for each container:

Number / Alternate Number

Status

Current Quantity / UOM / Percent Full

Storage Date

Accumulation Start Date

End of Lifecycle Date

Days Until Storage Expires / Days in Storage / Days On Site

Routine Type

Included In

Is Consolidated

Profile Number, Version and Description

See Also

View Container Details and History, page 3-4

View Container Details and History

To view container details and content history:

1 Right click the storage area and choose View Containers to view the list of containers stored in the area.

2 From the container display, right click anywhere in the container row and choose View from the popup menu.

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Figure 3-3 View container properties

The container properties are shown.

Figure 3-4 Container properties

3 Select the History link at the top of the page to view container history.

The history includes creation details, movement history, and content additions and removals.

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Figure 3-5 Container history

See Also

Edit Container Properties, page 3-13

Create New Container

To create a new container in an Area:

1 Right click the Area in the System Model tree and choose New > Container.

Figure 3-6 Create new container

2 Select a Custom Field Template, if desired. If a default Custom Field Template has been specified for the system, it will be automatically selected.

3 Select Next.

Figure 3-7 Option to select custom field template

3-6


4 Complete the fields on the New Container form.

Number: The container number is automatically generated according to the system setup.

Alternate number: Can be used as desired for alternate numbering system.

Routine type: Routine or Non-routine

Origin of waste: Select from the list or enter a new value.

Reference number: Use as desired to store any required reference number.

Drum status: Default status is On site. Status of the container will automatically change as transactions associated with the container are performed (such as sampling and shipping). However, you can change the initial status as applicable.

Estimate Fill Date: Enter the estimated date container is expected to be full, if applicable.

Reusable container: Check if container is to be reusable. See Reusable Containers, page 3-21.

PCB Out of Service Date: This field is used to track the date the equipment or contents became out of service.

End of Lifecycle Date: You may enter an end of lifecyle date if determinate, or allow this field to be populated automatically. When placed in an Overpack, Containers inherit the EOLD of the Overpack. During the shipping process the EOLD is automatically updated according to the shipping status.

Empty container: This is the date the container became empty. Once empty, the system will notify the user based on preferences established.

Figure 3-8 New container form

3-7


5 To assign a profile to the contents now, select the Profile link.

Browse the Profiles list (in a separate window) or use the search function to find the appropriate profile. Select Associate to choose the desired profile.

The Profile Manager window closes and the selected profile appears on the New Container form.

Figure 3-9 Associate waste profile

If the profile is unknown, you may leave the profile unassigned. The container can be edited later to assign a profile, or the profile may be assigned through the sampling process. See Update Container/Contents Profile (for Unassigned Contents), page 3-15.

6 Select the Container Specification link to choose the container type.

Browse the Container Specifications list or use the search function to find the desired container type. Select Associate to choose the desired container spec.

The Container Specifications window closes and the selected container spec appears on the New Container form.

3-8


Figure 3-10 Associate container specification

Note Available container specs are configured in Container Spec Manager.

Scroll past the sections for Samples, Spills and Batches. After the container is created, it may be associated with a Spill, a Batch, or a Sample. See:

Spill ManagerBatch SamplingSample Manager

7 In the Accumulated Data section, enter:

Date placed in storage: Date the container was first placed in storage.

Accumulation start date (required): This is the date the contents were first added to the container.

The Date Placed in Storage must be the same or later than the Accumulation Start Date. (Typically, a container may be created in the system at the point that it is moved from a Satellite Area to an Accumulation Area, so the Accumulation Start Date may be in the past.)

Note Occasionally you may have a container that was inadvertently missed that is a several days old. You can adjust the Date Placed in Storage and the Accumulation Start Date in the system so that the notifications for the container will work correctly. Both dates need to be adjusted together, because the date placed in storage cannot be before the accumulation start date.

3-9


Figure 3-11 Container properties, continued

In the Custom fields section, complete any relevant custom fields. (You may also add or change the Custom Field Template.)

Optionally, you may associate a document with the container. See Associating Documents, page 8-7.

8 Select Save to save the container as an empty container.

Alternately, to add content to the container immediately, select the History link at the top of the page.

Figure 3-12 Container history link

9 In the Contents section, select Add.

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Figure 3-13 Add content

10 In the Content History dialog, enter the content information, then click Add.

Figure 3-14 Add content to container

Date, Weight and Volume are required.

When you enter either Weight or Volume, the other field is calculated using the density given on the Profile. If no profile has been assigned, the default density of 8.34 lbs/gal is used (converting to the appropriate UOM if different). You may override the calculated value with a different weight or volume, if desired.

Note If the Profile is changed after contents have already been added, no re-calculation of the weight/volume of existing contents is made.

If the profile is unknown, you may leave the profile unassigned. The container can be edited later to assign a profile, or the profile may be assigned through the sampling process. See Update Container/Contents Profile (for Unassigned Contents), page 3-15.

11 After adding content, select Save to save the container.

3-11


Figure 3-15 Save container

Clone ContainersUse the Clone function to make one or more copies of an existing container.

To clone multiple copies of a container:

1 Right click a container and choose Clone from the popup menu.

Figure 3-16 Clone a container

2 In the Clone Containers dialog, enter the number of containers to create.

3 Decide whether you want retain the history of the original container, or create a new history.

Accumulation Start Date: To create a new history for the container(s), select a date. The date will be applied to all the following fields in the new containers: Accumulation Start Date, First Profiled Date, Date Placed in Storage.

3-12


Important Do not enter a date if you want to clone the container history. The Movement option will be disabled if you enter a date. No history will be tracked if the Accumulation Start Date is changed.

Set Contents to Current Weight and Volume: Click this option to clone the contents of the original container. (The Weight and Volume option below is then disabled.) The Accumulation Start Date, Date Placed in Storage, and First Profiled Date will also be cloned, unless you choose a different Accumulation Start Date above.

History objects to clone: Check to clone the history of the original container:

Weight and Volume: Copies the weight and volume (same as selecting Set Contents to Current Weight and Volume above).

Movements: Copies any movements (from/to areas) of the original container.

Figure 3-17 Clone containers

4 Click OK or Validate.

If no new date was entered, click OK to save the containers.

If you changed the Accumulation Start Date, a Validate button is shown instead. The date must be validated before the containers can be saved. The Accumulation Start Date must be earlier than the PCB Out of Service Date, Estimated Fill Date, and End of Lifecycle Date. If the date entered is later than any of these fields, the validation will fail and you will be prompted to change the date. If the validation is successful, the new containers will be created.

Container numbers are automatically incremented, according to the numbering schema set up.

Note If you create only one clone, the Container window will open for editing, so you can edit properties, if desired. You must then Save the container, then click Cancel to return to the View Containers screen.

Edit Container PropertiesYou can edit a container in order to modify its properties or to add content to the container.

3-13


To edit container properties:

1 Right click anywhere in the row for a container in the container list and choose Edit from the popup menu.

Figure 3-18 Edit a container

The container properties form appears.

Figure 3-19 Edit container properties

2 Edit the properties as desired.

Click the History tab to move the container or add content. See Add/Remove Container Content, page 3-17 or Move Containers, page 3-18.

3-14


Figure 3-20 Container history

3 When you have finished editing the container, click Save.

A save confirmation message appears if the changes are successfully saved. Click OK to close the dialog.

Update Container/Contents Profile (for Unassigned Contents)If the profile of a container and its contents is unknown at the time of creation, both the container and contents may be edited later to associate a profile.

To update the container/contents profile:

1 Right click anywhere in the row for a container in the container list and choose Edit from the popup menu.

Figure 3-21 Edit a container

The container properties form appears.

2 Click Profile and Update.

3-15


Figure 3-22 Edit container properties

3 Browse or use the search function to find the appropriate profile, then select Associate to choose the desired profile.

4 Click Save.

The profile will be applied to both the container and the contents.

Deleting Containers

To delete containers:

1 Select the container(s) you want to delete. Use Ctrl-click to multi-select.

2 Right click in any selected container row and choose Delete from the popup menu.

Figure 3-23 Deleting containers

A message appears asking you to confirm the deletion of the selected items.

3 Click OK to confirm deletion, or Cancel to cancel.

A confirmation message appears if the containers are successfully deleted. If the containers cannot be deleted, an error message appears.

3-16


Note You cannot delete containers that have existing associations.

Add/Remove Container ContentContent can be added to or removed from a container in the following ways:

Access Add/Remove content function on the right click menu for an existing container in the container list (see below).

When creating or editing a container, from the History tab of the container properties (see Create New Container, page 3-6).

Consolidate wastes from other containers (see Consolidating Wastes, page 3-85).

When cloning multiple containers, by choosing to clone the contents (see Clone Containers, page 3-12).

To add content to or remove content from a container:

1 Right click the container in the container list and choose Add/Remove Content from the popup menu.

Figure 3-24 Add/remove content to selected container

2 In the Container History dialog, select the date added and enter the amount and unit of measure.

To remove content, enter a negative number for the amount to be removed.

3-17




When you enter either Weight or Volume, the other field is calculated using the Density on the Profile. If no profile has been assigned, the default density of 8.34 lbs/gal is used (converting to the appropriate UOM if different). You may override the calculated value with a different weight or volume, if desired.

3 Click Add.

The quantity is immediately changed in the Current Quantity column of the container list display.

Move ContainersYou can move containers to a new area either by selecting the containers to move in the container list, or by first creating a batch of containers and equipment and moving all the items in the batch at once.

To move containers and equipment by batch:

1 First create the batch and add the items to be moved to the batch.

You may select both containers and equipment to add to the batch.

See Create Batch for Sampling.

2 In the “Apply selected action after save” list, select Move.

3 Select the Associate Area button. From the selection window, select the area to move the inventory items to.

3-18


Figure 3-26 Move batch

4 Select Save.

To move containers by individual selection:

1 Select the containers to move from the container list. Ctrl-click to select multiple containers.

2 Right click on any selected container and select Move to.

Figure 3-27 Move containers

3-19


3 In the Inventory Movement screen, select Associate to choose a Destination Area.

Figure 3-28 Inventory movement

4 In the Area selection window, click Associate for the area to move the containers to.

Figure 3-29 Select area to move containers to

The Area selection appears in the Move Inventories table, with the supported waste types listed.

3-20


Figure 3-30 Move selected inventory

Use the Associate button to add more containers to be moved, if desired.

5 Select Move.

6 Click OK in the confirmation dialog.

Consolidate ContainersSee Consolidating Wastes, page 3-85.

Reusable ContainersContainers may be designated reusable by checking the Reusable box in the container properties. The Reuse function simulates the real world action of removing the contents (destroying or consolidating the wastes), cleaning the container and returning it to use.

In order to reuse a container, it must:

Have the Reusable property checked in container properties

Be empty

Not be in a shipment

To reuse empty containers:

1 Select the container(s) in the container list. Ctrl-click to select multiple containers.

2 Right click any selected container and choose Reuse from the popup menu.

3-21


Figure 3-31 Reuse containers

3 In the confirmation dialog, click OK to confirm that you want to reuse the container.

Figure 3-32 Confirm reuse

A confirmation message appears.

When a container is reused:

A content history is created to show that the container was reused. All other content history transactions are preserved.

The Profile for the container is changed to Unassigned.

The container status changes to On site.

The Empty Container field is set to the current date.

The following fields are cleared or reset to defaults: Routine type, Origin of waste, Estimated Fill Date, PCB Out of Service Date, End of Lifecycle Date, Profile Version, First Profiled Date, Date Placed in Storage, Accumulation Start Date.

You can edit the container, assign a new profile, and add contents as you wish.

Create Label for Container

To create a label for a container:

1 Right click anywhere in the container row and choose Create Label from the popup menu.

3-22


Figure 3-33 Create container label

The Reports window appears with a form for creating a new label. The Generator information, profile information, and container information is automatically completed.

2 Select the Label Company and Description of label type from the lists.

Provide the rest of the label details as applicable.

Figure 3-34 Label details

In the Container Information section, choose whether to show the container weight or volume on the label by choosing the appropriate radio button.

3-23


Figure 3-35 Choose weight or volume for label

3 Click Create Label.

A view-only version of the label appears in a new window. Review the information. If correct:

Select Generate to generate the label in full graphic format.

Select Print on Blank to generate label information as text only for printing on the blank form in your printer.

Note You will need Acrobat Reader to view and print your label.

3-24


EquipmentEquipment that must be handled in accordance with waste management procedures can be tracked in the system, along with any associated wastes. Equipment can be shipped for disposal, or refurbished and returned to service. Whatever its ultimate end, you can track its disposition in the system.

View Equipment List in Area

To view Equipment in an Area:

1 Right click the Area in the system model and choose View Equipment.

Figure 3-36 View equipment

The equipment list is displayed.

Figure 3-37 Equipment list

Increase the Results per page or click consecutive page numbers to browse equipment.

See Also

View Equipment Details and History, page 3-26Edit Equipment Properties, page 3-31

3-25


View Equipment Details and History

To view details and history for equipment:

1 Right click the Area and choose View Equipment to show the list of equipment in the area.

Figure 3-38 View equipment

2 From the equipment list display, right click anywhere in the row for an equipment and choose View.

Figure 3-39 View equipment detail

The equipment information is displayed. The main page shows basic properties, plus associated Samples, Spills, or Batches.

3-26


Figure 3-40 Equipment properties main page

The Details tab to view details.

Figure 3-41 Equipment details

Select the History tab to view content and movement history.

3-27


Figure 3-42 Equipment content and movement history

Create New EquipmentEquipment that must be handled in accordance with waste management procedures can be added to an Area. Contents associated with the equipment, such as oils and solvents, may removed, placed into associated containers, sampled, or consolidated with other wastes.

To add Equipment to an Area:

1 Right click the Area in the System Model tree and choose New > Equipment.

Figure 3-43 Add new equipment

2 Optionally, select a Custom Field Template, if desired. If a default Custom Field Template has been specified for the system, it will be automatically selected.

3 Select Next.

Figure 3-44 Optionally, select a Custom Field Template

3-28


The New Equipment form appears.

Figure 3-45 New equipment form

4 Enter the Equipment number, or accept the default, and a Reference number, if relevant.

5 Select the Equipment type from the list.

6 Select the Profile link and choose a waste profile to associate, if known.

Equipment status: By default the equipment status is “In district.” If a profile is selected, the status changes to “Processed.” If the profile is not yet known and will be established by sampling, set the status to “Waiting to be sampled.” The equipment status will automatically change as the sample is created and processed, or as other transactions associated with the equipment are performed.

7 Select the Reason for removal.

8 In the Equipment detail section, supply the relevant information.

If the equipment is a transformer enter the Company Number or Serial Number first, then click the link to Select transformer details and the data will be imported.

Figure 3-46 Equipment and transformer detail

Sample, Spill and Batch associations can be made from the properties of the appropriate items.

3-29


In the Custom fields section, complete any relevant custom fields. (You may also add or change the Custom Field Template.)

9 Click Save to save the template, or click the Details tab at the top of the page to proceed to the Details tab.

Figure 3-47 Equipment Details tab

10 In the Dates/Size section, complete the relevant fields.

The In Storage Date defaults to today’s date. Change the date as required. For PCB-related equipment, enter the PCB Out of Service Date.

Enter the equipment dimensions (Length, Width, and Height). The Volume will be automatically calculated.

Enter the Current quantity (of waste material in the equipment) and the Carcass weight. The Total weight will be automatically calculated.

11 Complete the Laboratory section, if relevant.

12 In the Associated Containers section, click Add to add any containers associated with the equipment.

From the selection window, you can search for containers by Generator, container number, container type and profile. Select the checkboxes to select containers and click Associate.

13 Select Save to save the equipment.

See Also

Add/Remove Equipment Content, page 3-32Associate Waste Containers, page 3-33Refurbish Equipment, page 3-39.

3-30


Edit Equipment PropertiesEquipment properties may be edited manually. Equipment properties are also edited automatically when other operations associated with the equipment, such as sampling or consolidation, are performed.

To edit equipment properties manually:

1 Right click the Area and select View Equipment from the popup menu.

Figure 3-48 View Equipment

2 Right click anywhere in the row for the equipment and choose Edit from the popup menu.

Figure 3-49 Edit equipment

3 Edit basic details, as desired, on the Main tab.

3-31


Figure 3-50 Edit equipment properties

4 Select the Details tab to edit the Storage Date, PCB Out of Service Date, size/weight, or laboratory/sampling requirements.

5 Select the History tab to add contents or to add refurbish details. See:

Add/Remove Equipment Content, page 3-32Refurbish Equipment, page 3-39.

6 After editing the properties as desired, click Save to save the changes.

Add/Remove Equipment ContentWaste content that is removed from the equipment can be tracked from the History tab of the equipment properties.

To add/remove equipment content:

1 Right click the equipment in the equipment list and select Edit.

2 Select the History tab.

3 In the Contents section, click Add.

Figure 3-51 Add/remove content for equipment

3-32


4 In the Content history dialog, enter the Date added.

5 Enter the Quantity and select the unit of measure.

To add content (when returning to service), select Quantity update and enter a positive number.




6 Select Add.

The content removals and additions can be viewed in the History tab. The contents and weight of the equipment is automatically recalculated and can be seen in the Details tab.

Wastes removed from equipment may then be added to an associated container.

See:

Associate Waste Containers, page 3-33Add/Remove Container Content, page 3-17

Associate Waste ContainersContainers may be associated with equipment for the purposes of maintaining spill and sample records, or for storing wastes removed from the equipment.

To associate containers with equipment:

1 Right click the equipment in the equipment list and choose Edit.

2 Select the Details tab.

3-33


Figure 3-53 Edit equipment details

3 In the Associated Containers section, click Add.

Figure 3-54 Add associated containers

4 In the Container selection window, search for the containers to associate.

Containers filtered by the Generator associated with the equipment by default. You can filter for another Generator, and search by Container Number, Type of Container, and Profile Number. Click the column head to sort by any column.

Figure 3-55 Select containers to associate

5 Select the checkboxes for the containers and click Associate.

The selected containers are displayed in the equipment details page.

3-34


Figure 3-56 Save equipment details

6 Select Save to save the equipment details.

Clone EquipmentUse the Clone function to make a copy of existing equipment. When you clone equipment, the data of the original equipment is copied. The contents and history are not copied.

Use the Clone Multiple function if you want to make multiple copies. When making multiple copies, you can choose whether to clone the contents and the movements of the original equipment as well.

To clone equipment:

1 In the container list, right click the container you want to copy and choose Clone from the popup menu.

Figure 3-57 Clone single equipment

The New Equipment form appears with the data from the original equipment copied. The equipment number is automatically incremented. The history of the original is not copied.

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Figure 3-58 New Equipment form

2 Select the Details tab to review and edit any equipment details.

See Edit Equipment Properties, page 3-31.

3 Select the History link to remove/add contents.

See Add/Remove Equipment Content, page 3-32.

4 Select Save to save the new equipment.

A confirmation message appears informing you that the equipment was successfully saved. Click OK to close the dialog.

To clone multiple copies of equipment:

1 Right click the equipment in the equipment list and choose Clone Multiple from the popup menu.

Figure 3-59 Make multiple equipment copies

2 In the Clone Multiple Equipment dialog, enter the number of copies to create and select the history options to clone.

Content: Copies the Profile and quantity

Movements: Copies any movements (from/to areas)

3-36


Figure 3-60 Select number to create and optional history objects to copy

3 Click OK.

The new equipment is created and appears in the container list. Numbers are automatically incremented.

Archived EquipmentArchived equipment is equipment that is no longer being tracked for waste management purposes in the system. You may want to archive equipment that has been refurbished and returned to service, for instance, so the record no longer shows as active.

To view Archived Equipment:

1 Right click the Area in the System Model tree and choose View Archived Equipment.

Figure 3-61 View archived equipment

The list of archived equipment displays.

Increase the Results per page or click consecutive page numbers to browse for equipment.

3-37


To archive equipment:

1 From the equipment list, right click the equipment and choose Archive.

Figure 3-62 Archive equipment


Figure 3-63 Confirm archiving

Archived equipment will no longer be displayed in the equipment list, or in any of the transaction dialogs.

Archived equipment must be reactivated in order to ship it or perform other operations with it in the system.

To reactivate archived equipment:

1 From the archived equipment list, right click the equipment and choose Reactivate archived equipment.

Figure 3-64 Reactivate archived equipment


Figure 3-65 Confirm reactivation

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3 Choose the area in which to reactivate the equipment, then click Save.

Figure 3-66 Choose area in which to reactivate the equipment

Refurbish EquipmentThere are two methods for refurbishing equipment:

From the right click menu on the equipment list, you can instantly refurbish equipment. The current date becomes the refurbish date, the status changes to the default (In district), and notes are automatically generated.

Manually create a refurbish history from the History tab of the equipment properties. This method allows you to select a date, and add your own notes. You can then change the status manually as appropriate to Returned to Service or In district.

To refurbish equipment, the equipment must first be empty.

To automatically refurbish equipment:

1 Right click the equipment in the equipment list and choose Refurbish from the popup menu.

Figure 3-67 Refurbish equipment

2 In the confirmation dialog, click OK to refurbish the equipment.

3-39


Figure 3-68 Confirm refurbishment

If the operation was successful, a confirmation message appears.

The status of the equipment changes to the default (In district). The details of the refurbishment appear on the History tab of the Equipment properties, with Notes automatically generated.

Figure 3-69 Refurbish history

To manually create a refurbish history for equipment:

1 From the Equipment properties, select the History tab. In the Refurbish section, click Add.

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Figure 3-70 Add refurbish history

2 In the Refurbish transaction dialog, select the date and time of the refurbishment and add any desired notes.

Figure 3-71 Refurbish details

The details of the refurbishment appear in the Refurbish History.

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Figure 3-72 Refurbish history shown

If the equipment has been moved back in service, change the status to Returned to Service or In district from the Main tab.

3 Select Save to save your changes.

After refurbishing a piece of equipment and returning it to service, you may want to Archive it in order to remove the record from active status in the system.

See Archived Equipment, page 3-37.

Move EquipmentYou can move equipment to a new area either by selecting the equipment to move individually in the equipment list, or by first creating a batch of equipment and containers and moving all the items in the batch at once.

To move containers and equipment by batch:

1 First create the batch and add the items to be moved to the batch.

You may select both containers and equipment to add to the batch.

See Create Batch for Sampling, page 4-29.

2 In the “Apply selected action after save” list, select Move.

3 Select the Associate Area button. From the selection window, select the area to move the inventory items to.

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Figure 3-73 Move batch

4 Select Save.

To move equipment by individual selection:

1 Select the equipment to move from the container list. Ctrl-click to select multiple equipment.

2 Right click on any selected equipment and select Move to.

Figure 3-74 Move equipment

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3 In the Inventory Movement screen, select Associate to choose a Destination Area.

Figure 3-75 Inventory movement

4 In the Area selection window, click Associate to select the area to move the equipment to.

Figure 3-76 Select destination area

The Area selection appears in the Move Inventories screen.

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Use the Associate button to add more equipment to be moved, if desired.

5 Select Move.


Consolidate Wastes From EquipmentSee Consolidating Wastes, page 3-85.

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OverPacks

View OverPacks List for Area

To view OverPacks stored in an Area:

1 Right click the Area in the system model and choose View OverPacks.

Figure 3-78 View Overpacks

The list of Overpacks stored in the area displays.

Figure 3-79 List of Overpacks in Area

See Also

View Overpack Details, page 3-47Edit OverPack, page 3-54

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View Overpack Details

To view data for an Overpack:

1 From the Overpacks list display, right click anywhere in the row for the Overpack and choose View.

Figure 3-80 View Overpack data

The Overpack properties are displayed.

Figure 3-81 Properties view for Overpack

Select the Waste Codes tab to view all waste codes associated with Overpack contents.

Select Shipping Information to view the shipping information for the Overpack. This information flows to the shipping manifest.

Select Actions to view content and movement history.

See Also

Edit OverPack, page 3-54

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Create New OverPackThe Waste Code and Shipping Information tabs for an Overpack can be used to create the shipping label.

To add a new OverPack to an Area:

1 Right click the Area in the System Model tree and choose New > OverPack.

Figure 3-82


3 Then select Next.

Figure 3-83

4 Complete the details for the Overpack.

Number: The number is automatically generated according to the system setup.

Alternate number: Can be used as desired for alternate numbering system.

Routine type: Routine or Non-routine

Drum status: Default initial status is On site. Status of the container will automatically change as transactions associated with the container are performed (such as sampling and shipping). However, you can change the initial status as desired.

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End of Lifecycle Date: Date Overpack is removed from service. You may enter an end of lifecyle date if determinate, or allow this field to be populated automatically. Containers placed in an Overpack inherit the EOLD of the Overpack. During the shipping process the EOLD is automatically updated according to the shipping status.

Reusable container: Check if Overpack is reusable

Storage date: Date the Overpack is placed in storage.

Storage limit: Limit in days that Overpack may remain in storage area.

Figure 3-84 New Overpack form

5 Select the Container Specification link to choose the container type.

Browse the Container Specifications list or use the search function to find the desired container type. Select Associate to choose the desired container spec.

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Figure 3-85 Associate container specification

In the Custom fields section, complete any relevant custom fields. (You may also add or change the Custom Field Template by clicking the Change Layout link.)

Optionally, you may associate a document. See Associating Documents, page 8-7.

6 Select Next or select the Waste Codes link to proceed to the Waste Codes tab.

Figure 3-86 Waste codes for Overpack

7 Select Associate for each section, as applicable and choose the waste codes for the items to be stored in the Overpack.

8 Select Next or select the Shipping Information link to proceed to the Shipping Information tab.

The information in this tab is used to create the shipping manifest when the Overpack is shipped. (If this is a reusable Overpack that does not get shipped, you do not need to complete this information.)

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Figure 3-87 Overpack shipping information

9 Click Select to select a Shipping Name from the Proper Shipping Names list (in a separate window). Search for the shipping name by UN Number or description. Click Associate to select a name.

The related fields in the Shipping Information tab are filled out.

Complete any other relevant fields.

Click the Build link to automatically build the Shipping Description from the given information.

Figure 3-88 Build the shipping description from the given information

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10 Add any required Additional Description or Special Handling instructions.

11 Click Associate to select a Handling Code from the code list, if relevant.

12 Select Next or select the Action link to proceed to the Action tab.

Optionally, you can select a Compatibility Category for the wastes to be added to the Overpack before saving it. If you want to add items to the Overpack now, you must first choose a Compatibility Category.

See Add Items to Overpack, page 3-55

13 Select Save to save the Overpack.

Clone OverpackUse the Clone function to make a copy of an existing Overpack. When you clone an Overpack, the data for the original is copied. The history is not copied.

Use the Clone Multiple function if you want to make multiple copies of an Overpack. When making multiple copies, you can choose whether to clone the movement history of the original as well.

To clone an Overpack:

1 In the Overpack list, right click the Overpack you want to copy and choose Clone from the popup menu.

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Figure 3-89 Clone single Overpack

The New Overpack form appears with the data from the original copied. The number is automatically incremented. However, the contents of the original Overpack are not copied.

Figure 3-90 New Overpack form

To add items to the Overpack, select the Action link. See Add Items to Overpack, page 3-55.

2 Click Save to save the new Overpack.

A confirmation message appears informing you that the Overpack was successfully saved. Click OK to close the dialog.

To clone multiple copies of an Overpack:

1 Right click an Overpack and choose Clone Multiple from the popup menu.

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Figure 3-91 Clone multiple copies of an Overpack

2 In the Clone Multiple Overpacks dialog, enter the number to create. Select Movements to copy the movement history for the Overpack. (The Content option is not applicable for Overpacks.)

Figure 3-92 Select number to create and optional history to copy

3 Click OK.

The new Overpacks are created and appear in the Overpack list. Numbers are automatically incremented.

Edit OverPack

To edit an Overpack:

1 Right click the Overpack in the Overpack list and choose Edit.

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Figure 3-93 Edit Overpack

The Overpack properties form appears.

Figure 3-94 Overpack properties form

2 Edit the properties as desired.

Select the Waste Codes tab to edit waste codes.

Select the Shipping Information tab to edit shipping information. See Create New OverPack, page 3-48.

Select the Action tab to add or remove items in the Overpack. See Add Items to Overpack, page 3-55.

Note Once items have been added to the Overpack, you cannot change the Compatibility Category unless you first remove all items.

3 After making your modifications, select Save to save the changes.

Note Changes to the End of Lifecycle Date for the Overpack are inherited by all items contained in the Overpack.

Add Items to OverpackYou can add items to an Overpack in two ways:

From the Action tab of the Overpack properties, add multiple Lab Pack Items, Containers or Equipment.

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From the edit properties for for a Lab Pack Item, associate it with an Overpack.

When an item is added to or removed from an Overpack, a movement history record is created for the item. The history of the item will show a Packed or Unpacked transaction and the Overpack identifier.

While in the Overpack, packed items have the status Packed while still in inventory. During shipment, or when destroyed, the packed items have the same status as the Overpack; they also inherit the End of Lifecycle date of the Overpack.

To add Containers, Equipment or Lab Pack Items to an Overpack:


Figure 3-95 Edit Overpack

2 In the Overpack properties form, select the Actions tab.

3 Select a Compatibility Category for the wastes, if none has yet been selected.

4 In the Content section, select the Add button for the type of item you want to add to the Overpack.

Figure 3-96 Overpack properties Actions tab

Items in the selection window will be filtered by the selected Compatibility Category.

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5 Select the items to add to the Overpack and click Associate.

Figure 3-97 Associate Lab Pack Items to Overpack

6 Select Save to save the changes to the Overpack.

To associate an Overpack with a Lab Pack Item:

1 Right click the Lab Pack Item in the Lab Pack Items list and choose Edit.

Figure 3-98 Edit Lab Pack properties

2 On the Lab Pack Item properties form, click Select for the Packed In field.

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Figure 3-99 Select Packed In object

3 In the Overpack Manager, browse or use the search function to find the Overpack in which the item is to be packed. Click Associate to select the Overpack.

Figure 3-100 Select Overpack in which the item is packed

The selected Overpack shows on the LPI properties form.

4 Click Save to save the changes to the item.

Remove (Unpack) Items in Overpack

To unpack items in an Overpack:


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2 In the Overpack properties form, select the Actions tab.

3 Check the content items you want to remove and click Remove.

4 Click OK in the confirmation dialog to confirm the removal.

The items are removed from the Overpack and are moved into the inventory of the same area as the Overpack.

Moving OverPacksAn Overpack follows the same movement rules as a container. For instance, a container may move from a Satellite Accumulation Area (SAA) to an Accumulation Area (AA), but it may not move from an AA to an SAA.

You cannot move an Overpack if the profile for any items packed in the Overpack is unaccepted in the target area. For example, an Overpack with a container that has Acute waste cannot be moved into an area that does not accept Acute wastes.

Create Label for Overpack

To create a label for an Overpack:

1 Right click anywhere in the Overpack row and choose Create Label from the popup menu.

Figure 3-101 Create Overpack label

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The Reports window appears with a form for creating a new label. The Generator information, profile information, and container information is automatically completed.

2 Select the Label Company and Description of label type from the lists.

Provide the rest of the details for the label as applicable.

Figure 3-102 Complete label information


A view-only version of the label appears in a new window. Review the information. If correct:

Select Generate to generate the label in full graphic format.

Select Print on Blank to generate label information as text only for printing on the blank form in your printer.

Note You will need Acrobat Reader to view and print your label.

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Lab Pack ItemsLab Pack Items are individual items that are typically added to an OverPack for shipment and disposal purposes. The details for Lab Pack Items can be used to generate a packing list.

See:

View Lab Pack Items, page 3-61

Create New Lab Pack Items, page 3-63

Edit Lab Pack Items, page 3-67

Clone Lab Pack Items, page 3-68

View Lab Pack Items

To view Lab Pack Items stored in an Area:

1 Right click the Area in the System Model tree and choose View Lab Pack Items.

Figure 3-103 View Lab Pack Items

The Lab Pack Items in the area are listed. If packed, the Overpack Number column shows the Overpack an item is packed in.

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Figure 3-104 List of Lab Pack Items in Area

See Also

View Lab Pack Item Details and History, page 3-62

View Lab Pack Item Details and History

To view data for a Lab Pack Item:

1 From the Lab Pack Item list display, right click anywhere in the row for the item and choose View.

Figure 3-105 View LPI data

The Lab Pack Item details are shown.

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Figure 3-106 Properties view for Lab Pack Item

Select the History tab at the top to view the movement history.

Figure 3-107 LPI history

See Also

Edit Lab Pack Items, page 3-67

Create New Lab Pack Items

To create a new Lab Pack Item:

1 Right click the Area in the System Model tree and choose New > Lab Pack Item.

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Figure 3-108 Create new Lab Pack Item


3 Select Next.

Figure 3-109 Select optional custom field template

4 On the new Lab Pack Item form, complete the relevant basic information in the Main section.

LPI Number: The number is automatically generated according to the system setup.

Date Prepared: Date LPI was prepared

Packed In: Overpack in which the item is packed (see below).

Alternate number: Can be used for alternate numbering schema, as desired.

Packed Date: Date the LPI was packed in Overpack (must be later than Date Prepared).

Reusable: Indicates that LPI is reusable (for information only).

Storage limit: Number of days LPI can remain in storage area (when not in an Overpack)

Days until expire: Calculated from Date Prepared and Storage Limit

Days in storage: Calculated from Packed Date

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Figure 3-110 Lab Pack Item properties

5 Click Select to select an associated Overpack (in separate browser window). Click Associate to select the Overpack.

Figure 3-111 Select Overpack in which the item is packed

6 In the LPI Container Details section, select:

Container Type

Container Volume

UOM

7 In the LPI Content Details section, click Select to select the Chemical Content from Chemical Manager (in separate browser window).

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Figure 3-112 Select chemical

Enter Content quantity and select the UOM and Physical state. Select a Compatibility Category, if applicable.

Figure 3-113 Lab Pack Item properties, continued

8 In the EPA Waste Codes section, click Associate and select the applicable waste codes from the waste code list (in separate browser window). Check the applicable codes and click Associate.

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Figure 3-114 Select applicable waste codes

9 Select Save to save the Lab Pack Item.

Edit Lab Pack Items

To edit Lab Pack Item properties:

1 Right click the Lab Pack Item in the Lab Pack Items list and choose Edit.

Figure 3-115 Edit Lab Pack Item

2 On the Lab Pack Item properties form, edit the fields as desired.

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Figure 3-116 Lab Pack Item properties

3 Click Save to save your changes.

Clone Lab Pack ItemsUse the Clone function to make one or more copies of an existing Lab Pack Item. When you clone a Lab Pack Item, all its data is copied. The contents and history are not copied.

You can choose whether to clone the history and movements of the original Lab Pack Item as well.

To clone a Lab Pack Item:

1 In the Lab Pack Item list, right click the Lab Pack Item you want to copy and choose Clone from the popup menu.

Figure 3-117 Clone Lab Pack Item

2 In the Clone Lab Pack Items dialog, enter the number of Lab Pack Items to create. Select if you want to copy the Contents and/or Movements as well.

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Figure 3-118 Select number to create and optional history objects to copy

3 Click OK.

The new Lab Pack Items are created and appear in the Lab Pack Items list. Numbers are automatically incremented.

Note Overpack association is not copied. You can add multiple LPIs to an Overpack from its properties. See Add Items to Overpack, page 3-55.

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TanksTanks may accept wastes of multiple profiles from containers, equipment, or other tanks.

Note The compatibility categories of the waste profiles determine which wastes may be mixed in a tank.

View Tank Status & Properties

To view tank properties:

1 Right click the tank in the system model tree and choose Properties > View from the popup menu.

Figure 3-119

The tank properties show the current tank capacity, the profile of the wastes stored in the tank, the management methods and final disposition, along with other details.

Figure 3-120 Tank properties

The Waste Codes tab shows the associated state and federal waste codes.

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Figure 3-121 Waste codes for tank

The Notification tab shows the tank alert message criteria.

Figure 3-122 Tank alerts

View Current Content of TankThe Current Content of the tank shows what is currently in the tank by waste type and quantity.

To view the current content of a tank:

1 Right click the tank and choose Properties > View History from the popup menu.

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Figure 3-123 View tank history

2 For the Type, select Current.

Figure 3-124 Select content history

The current content of the tank is shown, beginning with the most recent additions.

Figure 3-125 Current content of tank

The following information is displayed:

User: Name of user recording content transaction

Date: Date of transaction

Type: Type of transaction

Level: Priority level of content, according to the “first in, first out” method of tracking content

Quantity and UOM

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Profile: Waste profile

Generation: Origin of wastes

Notes

See Also

View Content History of Tank, page 3-73Add/Remove Tank Contents, page 3-74

View Content History of TankThe Content History of a tank shows the record of all content transactions concerning the tank historically. The purpose of this section is to record content transactions over time to show what contents have been in the tank and when that contents was removed, shipped or destroyed.

To view the content history of the tank:


2 For the Type, select Content.

The history of content additions and removals is shown. Source items for consolidation transactions are noted in the Source Item Number field.

Figure 3-126 Tank content history

The following information is displayed:

Source Item Number: Container/equipment number from which waste was transferred

User: Name of user recording content transaction

Date: Date of transaction

Type: Type of transaction

Quatity and UOM

Profile: Waste profile

Generation: Origin of wastes

Notes

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See Also

View Current Content of Tank, page 3-71

Add/Remove Tank ContentsWhen contents are added or removed from a tank, the “first in, first out” (FIFO) method is used to track tank content. In order to track content, each addition is assigned a level number, which automatically increments with each addition.

When content is removed from a tank, the oldest content records are those that are modified or removed, corresponding with the amount of the transaction.

To add contents to a tank:

1 Right click the tank and choose Content > Add Content from the popup menu.

Figure 3-127 Add content to tank

2 Enter the Quantity to add, choosing the appropriate unit of measure from the list.

3 Choose the waste Profile from the list.

Figure 3-128 Add content to tank

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4 Click Save.

If the profile of the source is different than the profile of the tank, an alert message appears advising you to review the profiles to ensure accuracy. Click OK. If you still want to continue, click Save again.

If the transaction cannot be completed, an appropriate error message appears — for instance, if the amount exceeds the amount in the source, or would cause the tank capacity to be exceeded.

If the addition is successful, a confirmation message appears. .

To remove contents from the tank:

1 Right click the tank and choose Content > Remove Content from the popup menu.

Figure 3-129 Remove tank contents

2 Enter the Weight or Volume of contents to remove, and choose the appropriate unit of measure from the list (default UOM is selected).

The current total contents of the tank is shown. To adjust weight and volume of contents to remove, first clear both fields. Then enter either Weight or Volume and the other field will be calculated, according to the Density on the Profile. You may override the calculated value, if desired.

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Figure 3-130 Remove content from tank

3 Click Save.

If the transaction cannot be completed, an appropriate error message appears — for instance, if the amount to remove exceeds the amount in the tank.

If the addition is successful, a confirmation message appears.

All additions and removals are recorded in the Current Contents and Content History.

See Also

View Current Content of Tank, page 3-71View Content History of Tank, page 3-73Consolidating Wastes, page 3-85

Tank Maintenance HistoryMaintenance events for a tank can be recorded and viewed through the maintenance history.

To view the tank maintenance history:



2 For the Type, select Maintenance.

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Figure 3-132 Select Maintenance history

The maintenance history is displayed. Use the Search function to find a specific maintenance record, or expand the Results per page to see more.

Figure 3-133 Tank maintenance history

To create a new maintenance record:

1 Right click the tank and choose New > Maintenance History from the popup menu.

Figure 3-134 New maintenance history

2 Enter the maintenance notes and click Save.

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Figure 3-135 Record maintenance notes

Tank Measurement HistoryMeasurements of tank volume can be recorded and maintained in the measurement history for the tank. If the measured volume does not coincide with the total amounts from content transactions, you have the option to adjust the volume.

To view the tank measurement history:



2 For the Type, select Measurement.

Figure 3-137 Select Measurement history

The Measurement History is displayed.

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Figure 3-138 Measurement history for tank

To create a new measurement record:

1 Right click the tank and choose New > Measurement History from the popup menu.

Figure 3-139

2 Enter the Measured Volume and add any relevant notes, then click Save.

Figure 3-140 Create tank measurement record

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If the measurement does not coincide with the current volume, a message appears asking if you want to adjust the volume.

Figure 3-141 Current quantity and measured volume not equal message

Click OK to adjust the current volume to match the measurement, or Cancel to leave volume unchanged. If you cancel, the measurement will not be recorded.

3 Click Save again.

Measurement adjustments are consequently made to all current contents of the tank. All Current Contents records are adjusted proportionately, with the last record modified absorbing the remainder. New Content History records are created corresponding to the adjustments of the Current Contents, and a new Measurement History record is created.

See Also

View Current Content of Tank, page 3-71View Content History of Tank, page 3-73

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Moving InventoryYou can move storage containers, overpacks and equipment from one area to another within the same Generator facility.

Inventory may be moved between areas according to the following rules.

Note To move inventory to another Generator/TSDF you must create a shipment.

In addition to the following procedure, you can move containers and equipment by first creating a batch, then choosing the Move action for the batch. See Move Containers, page 3-18.

To move inventories from one Area to another:

1 Right click the Generator and choose Move Inventories from the popup menu.

Figure 3-142 Move inventories

2 In the Move Inventories screen, select the Associate button for the Destination Area.

From May be moved to

Satellite Area Accumulation AreaPermitted AreaSatellite AreaUniversal Area

Accumulation Area Permitted AreaAccumulation AreaUniversal Area

Permitted Area Permitted AreaUniversal Area

Universal Area Accumulation AreaPermitted AreaUniversal Area

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Figure 3-143 Select destination area

3 In the Area selection window, click Associate to select the destination Area.

Figure 3-144 Select destination Area

4 In the Inventory section, click Associate to find the inventory items to move.

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Figure 3-145 Associate inventory

Note The Associate Area compatible inventories only checkbox prevents selecting incompatible items.

5 In the select Inventory Item window, use the search function to find the items to move.

Use the Inventory Type dropdown to filter Containers, Overpacks, Equipment or LabPack Items.

Figure 3-146 Select inventory items to move

6 Check the boxes for the items to move and click Associate.

The items are listed in the Move Inventories table.

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Use the Associate button to add more items to move, if desired.

Items that appear in red in the list are not supported in the destination area (either because the waste type is not supported, or the area movement rules do not allow it). Items that appear in green cannot be moved because you do not have permissions on those objects.

7 Select Move.


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Consolidating WastesWhen consolidating wastes from containers, tanks, or equipment the wastes must have the same or compatible waste profiles as the container or tank into which the wastes will be transferred. (Wastes with an uassigned profile may not be consolidated.)

You can create a consolidation transaction at the Generator level, or at the container/equipment/tank level. Wastes may only be consolidated from one Area to another under the same Generator.

To consolidate wastes:

1 Or, right click the item (tank or container) and choose either Consolidate To or Consolidate From.

Use Consolidate To to transfer wastes into the selected item.

Use Consolidate From to transfer wastes out of the selected item.

Figure 3-148 Consolidate wastes into selected container

When you choose the Consolidate From or Consolidate To menu options, the appropriate From or To section in the consolidation form is completed for you.

Alternatively, you can choose New > Waste Consolidation from the popup menu. However you will then need to select both the From and To objects for the consolidation.

2 Select the type of item (Container/Tank/Equipment), then click Add to add items to the From or To section, as appropriate.

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Figure 3-149 Consolidation criteria

3 Use the Search function to find the items to associate.

Note Once a From or To item is selected, subsequently only items with compatible waste profiles are shown.

4 Select the checkboxes for the items, then click Associate.

Use the Select All button at the bottom of the screen if you want to select all containers displayed with your search criteria. (Increase the search results number if necessary to see all matching items.)

If the waste profiles are different than that of the target item, a message appears, cautioning you to review the profiles to ensure accuracy. Click OK and review the profiles before proceeding with the transaction.

5 In the Consolidation form, enter the Quantity and Unit of Measure to consolidate from each container, if less than the total. Or, check the Total Quantity box to consolidate all.

When you choose Total Quantity, you may also indicate the end of the lifecyle of the item by checking the End of Lifecycle checkbox. The EOL date will be set to the previous day.

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Figure 3-150 Select quantity to consolidate

Repeat the selection process to complete the remaining section (not necessary if you used the Consolidate From/To option).

6 Click Save.

A confirmation message appears if the consolidation was successful. Click OK to close the dialog.

Note For any containers that were emptied in the consolidation transaction, the empty container clock will start.

The source item number for a consolidation transaction is noted in the content history record of the destination object.

Tracking Small Items Usually ConsolidatedOne common container tracking situation is exemplified by small items such as spent propane cylinders. These are obtained from various generators throughout a plant, then repacked into drums for shipment. Cylinders should be received as any other waste, one cylinder at a time. Then, they are consolidated into their destination drums.

To track small items through consolidation:

1 Create the items using the appropriate profile and container type (i.e., propane cylinders).

2 Create the destination drum with the same profile but with a different “drum” container type (such as DM-55 or DF-55).

3 Consolidate into the destination drum as appropriate. Do not forget to click “Total Quantity” and the “End of Lifecycle” options during the Consolidation.

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See Also

Consolidating Wastes, page 3-85Create New Container, page 3-6Add/Remove Container Content, page 3-17

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Destruction TransactionWastes may be permanently destroyed in a Destruction Transaction. Destruction transactions can be created under a Permitted Area that is designated an Ultimate Destruction area. Ultimate Destruction areas can only be created in a Generator/TSDF.

Containers, equipment, and overpacks in the Permitted Area and the contents of Tanks under the same Generator/TSDF may be destroyed in a destruction transaction. For containers, equipment, and overpacks, you can choose whether to include the container in the destruction.

If the container is included, then the container is removed from the Area inventory.

If the container is not included, then a Content Transaction is created that removes waste from the container. The Empty Container date is then set, and the container may be reused.

Destruction Transaction Numbers are automatically generated, according to the numbering schema set up for the Generator. The Destruction Transaction No. is inherited by all items included in the destruction transaction.

See Also

Destruction Transaction for Permitted Area, page 3-89Destruction Transaction for Tank, page 3-93Ultimate Destruction Areas, page 4-19Edit Generator Numbering Schemas, page 4-13

Destruction Transaction for Permitted AreaYou can select containers, equipment and overpacks from a Permitted Area for destruction. The Permitted Area must be in a Generator/TSDF and be designated an Ultimate Destruction Area.

To create a destruction transaction for a permitted area:

1 Right click the permitted area and choose New > Destruction Transaction from the popup menu.

This option does not appear if the permitted area has not been designated Ultimate Destruction.

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Figure 3-151 New destruction transaction for a permitted area

2 Complete the Common Info section:

The Transaction Number is automatically generated, according to the numbering schema set up for the Generator. You may edit this number if desired, but the transaction number must be unique. (See (Admin/Security Manager > Default Settings.)

Optionally, enter an Alternate Transaction Number, if needed.

Enter the Date/time created, if other than today (displayed by default)

3 Click the Select Management Method button.

Figure 3-152 Create a destruction transaction

A selection window appears with management methods and code.

4 Browse or search to find the appropriate method, then click the Associate link.

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Figure 3-153 Select management method

5 In the Destruction Transaction form, click the Add button in the Items Info section to select the inventory items to include in the destruction transaction.

Figure 3-154 Add items to the Destruction Transaction form

6 In the Inventory Item Manager selection window, select the type of items from the Inventory Type list at the top.

The items of that type in the area are listed. Use the Search function if necessary to find the items you want to include in the destruction transaction. You may only include items that are in the Permitted Area, or a tank under the same Generator/TSDF.

7 Check the checkbox for all the items you want to include, then click Associate.

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Figure 3-155 Select inventory items

8 Choose the quantity to destroy:

To destroy the container, along with all wastes, leave unchecked the Contents Only box.

To empty the container for reuse and destroy all wastes, check Contents Only, and leave the quantity at the total amount. To select Contents Only for all listed items, click the Select All Content button.

To destroy only part of the contents, check Contents Only and enter the Amount to destroy.

Figure 3-156 Choose Contents Only to reuse container

To remove items, check the box to the left of the item (or click Select All), then click Remove. To add more items, click Add again.

9 Select Process.

A confirmation message appears advising that the destruction transaction is irreversible.

10 Click OK to proceed with the destruction.

If Contents Only is checked, a content history transaction is created for the amount selected with the transaction type Destroy.

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If the amount to be destroyed equals the current quantity, it is assumed that the container/equipment/overpack is being emptied and reused. Therefore, the Empty Container date is set and the rules for Empty Container notification apply. For overpacks, the items in the overpack are destroyed (container and waste).

If the Contents Only box is not checked, the container/equipment/overpack itself will be destroyed with the waste. The item will be removed from inventory and the End of Lifecycle Date is set to the date of the transaction. A movement history record shows that the item was destroyed in the Area, and a content history record shows that waste was destroyed in the Area.

See Also

Destruction Transaction for Tank, page 3-93

Destruction Transaction for TankYou can select total or partial quantities of waste from a tank for destruction.

To create a destruction transaction for a tank:

1 Right click the tank and choose New > Destruction Transaction from the popup menu.

Figure 3-157 Create a destruction transaction for a tank

Alternately, you can initiate the transaction from a Permitted Area that is designated an Ultimate Destruction area. See Destruction Transaction for Permitted Area, page 3-89.

2 Click Select Area.

Figure 3-158 Select Area for destruciton transaction

3 From the select the Permitted Area to associate with the transaction.

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Figure 3-159 Associate Permitted Area for destruction transaction

4 Complete the Common Info section:

The Transaction Number is automatically generated, according to the numbering schema set up for the Generator. You may edit this number if desired, but the transaction number must be unique. (See Admin/Security Manager > Default Settings.)

Optionally, enter an Alternate Transaction Number, if needed.

Enter the Date/time created, if other than today (displayed by default)

5 Click the Select Management Method button.

Figure 3-160 Create a destruction transaction

A selection window appears with management methods and code.

6 Browse or search to find the appropriate method, then click the Associate link.

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Figure 3-161 Select management method

The Items Info section shows the tank and current quantity.

7 Enter the Amount to destroy.

Note The Contents Only box is checked and cannot be edited, as the tank itself may not be destroyed.

Figure 3-162 Tank contents to destroy

8 Select Process.

A confirmation message appears advising that the destruction transaction is irreversible.

9 Click OK to proceed with the destruction.

An Inventory transaction is created for the Tank for the amount included in the transaction. The transaction type is Destroy and the transaction references the current waste profile of the tank. If the amount equals the current quantity, the current quantity is set to 0.

See Also

Destruction Transaction for Permitted Area, page 3-89

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3-96

4Spills and Samples

About Spills and Samples 4-2

Spill Manager 4-3

Sample Manager 4-8

Chain of Custody Manager 4-16

Sample Group Manager 4-26

Batch Sampling 4-29

Spills and Samples Enviance Waste Manager

About Spills and SamplesSample Manager is used to create records of waste samples sent to labs for analysis. Samples may be associated with containers, equipment, tanks and spills.

Spill Manager is used to create a record of a spill and to track associated containers and equipment. The waste profiles of all associated items can be managed through an associated sample.

A typical spill may involve a piece of equipment and several containers used to store the spill contents. A sample is taken from the equipment or one of the containers. The lab results from the sample needs to be applied to the waste profile of all containers and equipment.

Spill Manager and Sample Manager can be used to manage all items associated with the spill in the system.

To create the spill procedure in the system:

1 Create the waste container items (equipment/containers/tanks) in the appropriate storage areas, if they do not already exist.

If the profile will be assigned after sampling, you can leave the profile unassigned. Alternately, you may assign a profile, which can be edited later to include the sample results.

If the spill involves both equipment and containers, associate the containers with the equipment.

2 Create the spill in Spill Manager.

Associate the equipment or containers with the spill. If the containers and equipment are already associated, you need only select one item. For example, when the equipment is associated with the spill, all the containers associated with it will also be associated with the spill.

3 Create the sample in Sample Manager. Select the appropriate equipment or container as the source of the sample.

Associate the spill with the sample. Associations will be automatically added for all the items associated with the spill.

4 When you receive the lab results for the sample, edit the Lab Results tab to complete the lab details.

Choose the option to apply the sample details to the profiles of the associated items. The current profiles will be updated for all items. If the profile is Unassigned, a new profile will be created and applied.

See Also

Sample Manager, page 4-8Create New Sample, page 4-9Spill Manager, page 4-3Create Spill Record, page 4-4

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Enviance Waste Manager Spills and Samples

Spill ManagerSpill Manager is used to create and manage records of spills. Both containers and equipment may be associated with a spill.

If a sample is required to identify the waste profile, you can create a sample in the system, associate it with the spill, and apply a waste profile that includes lab details to all associated containers or equipment.

To view spills in Spill Manager:

1 Select Spill Manager from the Waste Detail Manager menu.

Figure 4-1 Access Spill Manager

Spill Manager shows a list of spill records in the system.

Note Only spills that are associated with Generators to which the user has permissions are shown.

Figure 4-2 Spill Manager list

You can search for a spill by Number, Generator, Date Occurred, or Generator District.

2 To view the details of any spill, select the Number link.

The spill information is displayed.

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Figure 4-3 Spill details

Select the Details tab to see spill details.

Select the Associations tab to see associated items (containers and equipment).

See Also

Create Spill Record, page 4-4Edit Spill Record, page 4-7

Create Spill RecordWhen you create a spill, you can associate equipment and containers with the spill. If the spill is then associated with a sample, all associated items will also be associated with that sample. Results can then be applied to all items at once from the sample.

To create a new spill record in the system:

1 Select New > Spill from the Waste Detail Manager menu.

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Figure 4-4 Create new spill

2 Optionally, select a Custom Field Template. If a default Custom Field Template has been specified for the system, it will be automatically selected.

3 Click Continue.

The New Spill form appears.

Figure 4-5 Spill information form

4 In the Main tab, complete the basic information for the spill, including the following required fields:

4-5


Associated Generator: Select the Associated Generator link and select the Generator to associate with the spill from the selection window, then click Associate.

Spill Number: The Spill Number is automatically generated from the numbering schema set up for the Generator, if any (Admin/Security Manager > Default Settings).

Complete the rest of the data, as applicable.

Note To associate a sample with the spill, first create the spill, then create the sample. In the Associations tab for the sample, you can choose the spill to associate with the sample. See Create New Sample, page 4-9.

5 Select Next or select the Details tab to enter spill details.

Figure 4-6 Spill Details tab

6 Select Next or select the Associations tab to associate containers and/or equipment with the spill.

Select Associate in the Container or Equipment section.

7 In the selection window, search for the items to associate.

Containers and equipment are filtered by the Generator associated with the spill by default. You can filter for another Generator, and search for the items to associate by item number, type, etc. Click the column head to sort by any column.

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8 Select the items to associate and click Associate.

Figure 4-7 Spill Associations tab

Any items already associated with the item(s) selected will also be displayed.

9 Select Save.

See Also

Edit Spill Record, page 4-7Create New Sample, page 4-9

Edit Spill Record

To edit a spill record:

1 Select Spill Manager from the Waste Detail Manager menu.

The list of spill records is displayed.

2 Use the search function to find the spill you want to edit.

3 Right click the row for the spill and choose Edit from the popup menu.

The spill record is displayed. Information can be edited on three tabs:

Main: Edit general information and notification data. Associated samples are shown. (Sample associations must be made from a sample.)

Details: Edit spill details, remediation, and associate with a shipment.

Associations: Edit associations with containers and equipment.

4 After completing your edits, click Save.

4-7


Sample ManagerSample Manager is used to manage the waste samples that are sent to laboratories for analysis. Samples may be associated with one or more storage items (containers, equipment, tanks) and/or spills. The lab results may optionally be used to update the profiles associated with these items.

To view Sample Manager:

1 Select Sample Manager from the Waste Detail Manager menu.

Figure 4-8 Access Sample Managers

Sample Manager shows a list of samples. You can search for a sample by Number, Sampled By, or Date field.

Note Only samples that are associated with Generators to which the user has permissions are shown.

Figure 4-9 Sample Manager

2 To view details for a sample, select the sample number, or right click anywhere in the row and select View from the popup menu.

4-8


Figure 4-10 View sample details

Select the Lab tab to see lab result details.

Select the Associations tab to view associated items (containers, equipment, tank, or spills).

See Also

Create New Sample, page 4-9Edit Sample, page 4-13

Create New SampleThere are two methods for creating samples:

Create a sample (in Sample Manager) and associate multiple items (containers or equipment) with it. When you edit the sample to add lab results, you can then apply the results to all the items associated with the sample. This method is most useful when you have a single sample, such as from a spill, and several associated containers.

Create a batch and choose the option to Associate Sample. This method creates a sample for each item in the batch. Labels can be printed and applied to the samples for sending to the lab. When lab results are returned, you can then edit the batch and enter results for selected samples in bulk, or by editing items consecutively as needed. See Create Samples for Batch, page 4-30.

Create a Chain of Custody. With this method you can associate a Sample Group (a group of analytes for which you regularly need to test). You can associate containers or equipment, print labels...

To create a sample in Sample Manager:

1 Select New > Sample from the Waste Detail Manager menu.

4-9


Figure 4-11 Create new sample

Alternately, in Sample Manager, right click any row in the list and choose New from the popup menu.

2 Optionally, select a Custom Field Template. If a default Custom Field Template has been specified for the system, it will be automatically selected.

3 Click Continue.

4 Complete the Sampled By field.

If you want to use auto-numbering for the sample number, leave the Number field blank. When the Source of the sample is selected, the number will be automatically generated according to the schema set up for the Generator.

5 Select the Date of the sample.

6 From the Source list, choose the source type: Container, Equipment, Tank, or Spill). Click Select Source.

Figure 4-12 Select the source of the sample

A selection window appears.

7 Use the search function to find the source item. Click Associate to select the item.

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Figure 4-13 Associate source container with sample

Figure 4-14 Sample details

Note You may not associate an empty container with a sample.

The Number field will be automatically populated according to the numbering schema set up for the Generator.

8 Complete the Sample Detail section.

Figure 4-15 Sample details

9 Click Next to proceed to the Lab tab.

10 Click Select Laboratory.

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Figure 4-16 Select laboratory for sample

Browse or use the search function to find the desired laboratory. Click Associate to select the laboratory.

If you have the laboratory results already, complete the rest of this tab. If not, you can edit the sample and provide lab details later.

Figure 4-17 Laboratory details

Once the lab details are supplied, you can apply the details to the profiles of the associated items, if desired. See Edit Sample, page 4-13.

11 Click Next or select the Association tab.

The source of the sample is shown in the appropriate section. Any items that are already associated with the source item are also automatically added. For example, if an equipment is the sample source and the equipment has associated containers, the containers will also be displayed. If the source item was a spill, then all items associated with the spill are shown.

4-12


Figure 4-18 Sample associations

12 To associate new Containers, Equipment, Tanks or Spills, click the Associate tab in the appropriate section.

13 In the selection window, search for the items to associate.

Items are filtered by the Generator associated with the spill by default. You can filter for another Generator, and search for the items to associate by item number, type, etc. Click the column head to sort by any column.

14 Select the items to associate and click Associate.

Any items already associated with the item(s) selected will also be displayed.

To remove an item, select the checkbox and click Remove. (You cannot remove the source container.)

15 Select Save to save the sample.

See Also

Edit Sample, page 4-13About Spills and Samples, page 4-2

Edit Sample

To edit a sample:

1 From Sample Manager, right click anywhere in the row for the sample and select Edit from the popup menu.

You can search for a sample by Number, Sampled By, or Date field.

4-13


Figure 4-19 Edit sample

If the sample is associated with a batch, all samples in the batch and the associated items will be listed at the top of the page. You can edit results for a sample and apply it to other samples in the batch in a bulk operation. See Enter Sample Results for Batch, page 4-34.

If the sample is not part of a batch, “There is no batch associated with this sample” appears at the top of the page. Edits will be applied to this sample individually.

2 To edit lab details, select the Lab tab.

3 Enter the lab result data.

The following optional actions are available:

Reset Status: To reset the status of all associated items, select Yes in the Reset Status box.

Assign/Edit Profiles: To assign a profile to associated items, or edit the currently assigned profile to include the lab results details, select the Yes box at the bottom of the page. This will affect all the items listed in the Associations tab.

Click Save, to apply the above options.

The following table describes how profiles are assigned or updated depending on the choice and the existing profile for the items.

Update? Item Profile Profile assignment or modification

Yes Unassigned A new profile with lab details is created and automatically applied to all associated items. Edit the profile to complete the rest of the profile details.

Yes Currently profiled

The lab details are used to update the existing profile of the associated items. If the waste type is not allowed in the storage area, a warning will occur and the profile will not be updated.

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4 Select the Associations tab.

If you applied the lab details to the item profiles, a new profile will be shown for all items whose profile was previously Unassigned.

To manually change the profile of an associated item, click the profile link.

Figure 4-20 Edit profile assignment

From the selection window, select the profile by clicking the Associate.

To apply the same profile to all similar items, click the Apply to All icon for the same item.

Figure 4-21 Apply same profile to all similar items

5 Click Save.

Note Items that are associated with a sample, but which are in a shipment, cannot be modified.

See Also

Create New Sample, page 4-9About Spills and Samples, page 4-2

No Unassigned You may assign a profile to items manually in the Associations tab by clicking the New Profile Number link in the Associations tab.

No Currently profiled

You may change the current profile by clicking the New Profile Number link in the Associations tab. You may also edit the existing profile to include the lab results.

4-15


Chain of Custody ManagerThrough the Chain of Custody Manager you can:

Set up an analysis using pre-configured sample groups or selected analytes and physical properties

Associate inventory or profiles in the system in item-to-sample relationships

Configure and print shipping labels

Print a Chain of Custody form

Choose a lab and turnaround time for the sample, add instructions, generate an email to the chemist, and optionally create a task in the system.

Enter lab results.

Send an email to selected users advising that the results are available.

Note Chain of Custody Manager is designed to eventually replace the batch sampling function and the procedures for setting up a sample and entering lab results in Sample Manager. It offers more flexibility and expanded capabilities for handling lab results.

To use the Chain of Custody function, you will first need to set up Sample Groups for the typical analyses you need to run. See Create Sample Group.

To view the Chain of Custody:

1 Select COC Manager from the Waste Detail tab.

Figure 4-22

To view a Chain of Custody, select the link in the Number column, oright click and choose View.

Create Chain of CustodyYou can initiate a Chain of Custody from the Batch Creation page, or from Chain of Custody Manager.

4-16


To create a new Chain of Custody record

1 Select New > Chain of Custody from the Waste Detail Manager menu.

Figure 4-23

Or, in Chain of Custody Manager, right click in the table and select New.

Alternately, create a batch in Batch Manager. After adding inventory to the batch, select the option to Associate COC from the “Apply selected option after save” dropdown list. Then click Save.

2 Select a Custom Field Template, or just click Continue.

The Main tab is displayed. A Chain of Custody number is generated automatically and the sample date defaults to the current date. You may edit either of these fields if necessary.

3 Select a Date of Chain of Custody and complete the Sampled By field.

4 Select the analytes to sample for by selecting a sample group from the dropdown list and click Add.

To add additional analytes, or analytes not included in sample groups, click Add Analyte to Selected. Search for and select the analyte(s) you want by checking the box, then click Associate.

5 Select physical properties to test for by selecting a property from the dropdown list, then click Add.

You can remove analytes and properties from the Selected Analytes table by checking the box and clicking Remove.

If a Custom Field Template was chosen, complete the custom fields at the the bottom.

6 Select the Add Inventory tab.

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Figure 4-24 Set up Chain of Custody

Add Inventory to a Chain of CustodyIn the Add Inventory tab you can choose the containers or equipment to associate with the COC. You may also choose not to associate any inventory with the sample.

If you created a batch first and chose to associate a COC, the inventory in the batch will be automatically added to the Chain of Custody.

To complete the inventory tab:

1 Choose whether the sample is a composite or one per container.

If you select Composite, all objects will have the same sample number.

If you select One per Container, each object will have a unique sample number.

2 Associate inventory to sample by clicking Associate. In the selection window, search for and select the inventory by clicking the checkboxes, then click Associate.

If you chose the One per Container option before adding inventory, additional samples will be added for each inventory item. You may edit the sample to inventory associations as needed.

Add additional samples as needed by clicking Add New Sample. All sample numbers will appear in the dropdown list in the inventory/profile Sample Number column.

You may associate more than one object to a single sample.

You can remove any samples not needed by selecting the checkbox and clicking Remove.

4-18


3 Optionally, you may associate a Profile to the sample.

It is not necessary to associate a sample to inventory if you associate the sample to a profile. The sample will show on the profile in the sample to profile association.

4 For each sample, enter the size and select a UOM.

You may also edit the sample numbers (as long as they are unique).

Optionally, you may add cost data.

The Lab Number will be assigned later, after you choose a lab.

Figure 4-25 Chain of Custody Inventory tab

Print LabelsIn the Print Labels tab of the COC you can set up labels for printing and applying to samples.

If you do not want to print labels:

1 Select - Do not print labels from the Print Labels list.

2 Click Save and continue to next tab.

If you have already set up default print labels:

1 Select - Print Defaults from the Print Labels list

The default labels will appear as previously configured. Print label defaults are saved for each user, not per system.

2 Click Save.

3 Click Generate PDF. Save the file to your computer or open it immediately and print it.

4-19


To set up default labels, or edit your defaults:

1 Select an item from the Print Labels dropdown list.

The associated properties are displayed.

2 To select a property to include on the label, double click the property.

The property name will appear in the selected box on the right, and in the Default Labels section below.

Figure 4-26 Select properties for print labels

3 Select a property and click Up or Down to reorder properties.

4 To edit the property name as it will appear on the label, edit the name in the Default Labels list.

You can also enter Default Values for the property, if applicable.

5 After setting up the print labels as desired, click Save Defaults.

Note Labels and values cannot exceed 24 characters.

After you have saved your default labels, next time you can simply select - Print Defaults from the Print Labels list and the Default Labels and Values lists will be automatically populated according to your saved defaults.

6 When you have chosen your print labels options, click Save.

7 Click Generate PDF. Save the file to your computer or open it immediately and print it.

Print Chain of CustodyIn the Print Chain of Custody tab, the Chain of Custody form is shown with the lab and sample details.

Review the details for completeness and accuracy and correct any errors before printing.

To print the Chain of Custody:

1 Click Generate PDF in the appropriate section.

2 Save the file to your computer or open it immediately and print it.

4-20


Figure 4-27 Print COC

Set Up Lab InstructionsIn the Lab Form tab of the Chain of Custody, you can select a lab, specify turnaround time, add instructions, and generate emails as desired to the lab chemist, yourself and anyone else who needs to be notified.

1 First, select a lab from the dropdown list.

2 Select the Turnaround time option, if you want special handling. The default is Routine.

3 Enter any desired instructions.

The instructions will appear on the Lab Results page for entering lab data.

4 To generate an email message to the chemist(s), select the chemist(s) from the box (control+click to select more than one). Enter the message in the Email Message to Chemist box.

Create Task: Check this if you want to create a task will be created for the chemist(s) selected above. The task will be created when the email is sent.

4-21


Figure 4-28 Set up lab instructons on lab form

5 The Notify on Completion box shows users to be notified when the lab results are completed. You are selected by default. To add others to notify, click Add and select the users.

6 When you are ready to send the email, click Send Email.

Email status can be viewed on the Email Notifications tab in the History section. You can create additional emails associated with the sample on that tab.

Enter Lab Results

In the Lab Results tab on the Chain of Custody form you can enter lab results.

To enter lab results:

1 Select COC Manager from the Waste Details tab.

2 Use the search to find the Chain of Custody. Right click the COC and choose Edit.

3 Select the Lab Results tab.

The Chain of Custody details are shown at the top. In the Results section, one column is shown for each sample.

4 Enter the Chain of Custody details at the top: Received On and Analyzed On dates, the Technician and the Method.

5 For each sample, enter the corresponding Lab Number below the sample number.

6 To add or change the UOM for all analytes, select the Common UOM from the dropdown list.

4-22


The selected common UOM will be applied to all analytes. You may edit UOM for each analyte individually as needed. The default UOM shown for each analyte is the UOM specified in the Sample Group setup.

7 To add or change the sampling method for all analytes, enter the method to apply in the Common Method box, then click the Apply button.

The Common Method will be applied to all analytes. You can edit the method for each analyte individually as needed. The default method shown for each analyte (if any), is the method specified in the Sample Group setup.

Figure 4-29 Enter lab results

8 Enter the results for each analyte and each sample, as appropriate.

For non-detect values, you can enter ND. All other values must be numeric. If an ND substitution value has been specified for the analyte, it will be indicated and a note will be added in the Notes section. If no substitution value has been specified, value will be null. Substitution values for ND must be specified in the Sample Group setup.

Add any desired notes in the Notes box at the bottom.

9 When you are done entering results, click Save and Email.

If you are not done, but want to save entries to finish later, click Save.

After clicking Save and Email, the Email Notifications tab will be displayed with the email message containing the sample results. You can review and edit the message to add further information and add recipients before sending. Default recipients will be those shown on the bottom of the Lab Form tab in the Notify on Completion box.

10 Click Send Email to send the notification.

4-23


Email NotificationsEmail notifications sent through the Chain of Custody are tracked in the Email Notifications tab. The History section at the bottom of the page shows all emails sent, including:

Emails sent to the lab chemist(s) as set up in the Lab Form tab.

Emails sent on completion of lab results, as set up in the Lab Form tab and initiated through the Lab Results tab.

Any extra emails generated directly in the Email Notifications tab.

When you click Save and Email in the Lab Results tab, you are automatically sent to the Email Notifications tab so you can review and then send the email. Default recipients will be those shown on the bottom of the Lab Form tab in the Notify on Completion box.

To send the lab results completed email:

1 Optionally,

Add more recipients by double clicking a user name in the Available Users.

Review the message and add any extra information desired.

2 Click Send Email.

To compose and send an email:

1 Add recipients by double clicking a user name in the Available Users.

2 Enter a subject line and compose your message.

3 Click Send Email.

4-24


The email will be added to the History list.

4-25


Sample Group ManagerA Sample Group is a group of chemicals or analytical parameters for which regular or routine tests are required. The Sample Group includes the testing parameters—the chemicals or physical properties to test for, unit of meaure, analysis method, ND value, minimum and maximum values.

For example, you can to set up a sample group for TCLP, which includes all eight RCRA metals.

Sample Groups can be used in conjunction with Chain of Custody Manager. Whenever you need to request a laboratory analysis for a particular set of chemicals , you can add the group to a Chain of Custody and associate it with multiple containers, equipment or profiles.

To view existing Sample Groups:

1 Select Sample Group Manager from the Waste Detail Manager menu.

Figure 4-30 Sample Group Manager

Right click a sample group and click View to view the analysis setup.

4-26


Figure 4-31 View sample group

To edit a sample group:

1 Right click a sample group and click Edit.

To add or change analytical parameter, see Create Sample Group.

Create Sample GroupYou can create a sample group to represent a typical set of lab tests that need to be run. The sample group contains all the analytes and physical properties to be tested for.

To create a new sample group:

1 Select New > Sample Group from the Waste Detail Manager menu.

Figure 4-32 Create new Sample Group.

2 Enter a Name and optional Description for the group.

4-27


3 Add the testing parameters, either the chemicals to test for or the physical properties to analyze.

To set up a test for specific chemicals, click Associate Chemical. In the selection window, find and select the chemical(s) you want to test for, then click Associate. Repeat to add additional chemicals.

To set up a test for specific physical properties, click Add Physical Property. In the selection window, check the properties to include and click Associate.

4 Select the Unit of Measure from the dropdown list.

5 Enter the remaining properties as desired:

Method: The analytical method (50-character limit)

ND Value: This value is the replacement value in the database when ND (non-detect) is entered in the finding value.

Min: Minimum allowable value

Max: Maximum allowable value

Min and Max values are for informational purposes only

6 Click Save.

Clone Sample GroupYou can create a new sample group by copying an existing group, then editing it to add or remove analytes as needed.

To clone a sample group:

1 In Sample Group Manager, right click the sample group and choose Clone.

2 Enter the name for the analyte test group, and an optional description.

3 Add or remove analytes as needed.

To add chemicals, click Associate Chemical and select the chemical(s) to add. Specify UOM, Method and other properties as needed.

To add physical properties, click Associate Physical Property and select the properties to add.

To remove analytes, check the selection box in the first column, then click Remove.

4 Re-order the properties as desired, specifying the numeric order in the Order column.

5 Click Save.

Click Cancel to return to the Sample Group list.

4-28


Batch SamplingWith the batch sampling feature, you can:

Create a batch of equipment or containers that need to be sampled.

Create and associate samples for all batch items.

Compose an email message to send to the lab chemist(s).

Create and print labels to attach to the samples for shipping to the lab.

Create and print a Chain of Custody.

After the analysis is complete, the laboratory user can:

Access the batch in the system to update it with the lab results.

Edit samples in bulk to apply the same results, or edit sample consecutively in quick succession for different results.

Create Batch for SamplingYou can create a new batch from the Containers or Equipment list, or from Batch Manager.

To create a new batch from the Containers or Equipment view:

1 From the Containers or Equipment list, select multiple items (using Ctrl+click) to add to the batch.

2 Right click and choose New Batch.

Figure 4-33 Create new batch from selected containers

The New Batch form appears, with the selected items. The Generator field is completed for you. The batch number will be automatically generated from the numbering schema set up for the Generator (Admin/Security Manager > Default Settings).

You may add additional items to the batch, if desired by clicking Associate Container or Associate Equipment button and selecting the items to add.

Alternately, you can create a new batch by selecting New > Batch from the Waste Detail Manager menu. Select a Generator, then click the Associate Container or Associate Equipment button to add items to the batch.

3 Enter a Group Reference name or number.

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Figure 4-34 Create a new batch

4 Select Associate Sample for the action to apply after saving.

Figure 4-35 Select action to apply after saving

5 Select Save.

The Associate Samples page is displayed next. See Create Samples for Batch, page 4-30.

Create Samples for BatchYou have two options for associating a sample with a batch:

Create a sample that uses standard sampling options for pH, flash point, PCB level, and solvents, and add individual analytes using a text box to enter any analytes you need.

When you use this method, a sample is created for each item (container or equipment) in the batch. Lab results can then be provided for each sample (in bulk or individually).

Create a Chain of Custody, and associate a pre-configured Sample Group that contains the desired analytes. (The Sample Group may include chemicals chosen from the chemical database and/or physical properties).

When you create a COC, you may choose whether the sample is a composite, or one per container (with individual lab results).

4-30


To create samples for a batch:

1 First, create the batch from Batch Manager. From the “Apply selection action after saving” list, select Associate Sample.

Figure 4-36 Choose Associate Sample or Associate COC.

See Create Batch for Sampling, page 4-29.

Alternately, choose Associate COC if you want to create a new Chain of Custody and choose a Sample Group for the sampling procedure.

2 Click Save.

The following instructions assume you chose the Associate Sample option. If you choose Associate COC instead, the New COC page will appear. See Create Chain of Custody for the rest of the procedure.

3 On the Associate Sample page, enter the Date, or select the date from the calendar.

This is the date the sample was taken, or is required (not the date of the lab work).

4 Enter a Chain of Custody number and select the Date of Chain of Custody.

Leave the Print Chain of Custody box checked if you want to print the COC. De-select if you do not need this option.

5 Select the Turnaround time option, if you want special handling. The default is routine/10 day.

6 Select the Analytes to test for.

Ph, Flash and PCB are selected by default. To test for Solvent, double click Solvent to add it to the Selected list.

To test for other analytes, enter the analyte in the text box to the right and click Add Analyte to Selected. The analyte will be added to the Selected list.

To remove an analyte from the Selected list, double click it.

7 Choose a lab from the Lab list. After selecting the lab, you may select the chemist(s) to notify, if desired, and compose a message.

4-31


To send a message to one or more chemists, select the chemist(s) from the box. Check Email Chemist, and compose your message in the adjoining box.

To email yourself (i.e., to keep a record of what you are working on), select Me, and compose a message as above.

If no message is required, select None.

Figure 4-37 Select lab, and enter message to send to chemist

8 Review the list of items and associated samples.

Sample numbers are automatically assigned according to the numbering schema for the Generator (Admin/Security Manager > Default Settings).

If a sample is already associated with the object, the Existing Sample Number will be shown. Leave the New Sample Number blank to use the existing sample.

If you want to create a new sample for the item, enter a new sample number; the item will then have two samples associated with it. Sample numbers must be unique for each item.

9 Set up labels for printing.

If you do not want to print labels, select - Do not print labels from the Print Labels list, click Save, then Finish.

If you have previously set up default print labels, select - Print Defaults from the Print Labels list and the default labels will appear as previously configured. (Print label defaults are saved for each user, not per system.)

To set up your default labels, or edit your defaults:

Select an item from the Print Labels dropdown list. The associated properties are displayed. To select a property to include on the label, double click the property. The property name will appear in the selected box on the right, and in the Default Labels section below.

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Figure 4-38 Select properties for print labels

To re-order properties, select a property and click Up or Down to move it.

Figure 4-39 Use Up and Down buttons to re-order properties

To edit the property name as it will appear on the label, edit the name in the Default Labels list. You can also enter Default Values for the property, if applicable. After setting up the print labels as desired, click Save Defaults.



Figure 4-40 Edit print label defaults and save


On the next page, the Print Labels section shows the labels as they will appear for printing. The Print Chain of Custody section shows the COC as it will appear for printing.

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Figure 4-41 Generate PDF labels for printing

11 To print either the labels or the COC, click Generate PDF in the appropriate section.

12 Save the pdf to your computer.

You can then open the pdf file and print the labels.

13 Click Finish.

When the lab results are returned, you can edit the batch and enter the results in bulk.

See Enter Sample Results for Batch, page 4-34.

Enter Sample Results for BatchOnce the lab results are returned, you can edit the batch to enter results for all items in the batch.

To enter lab results for the batch:

1 From Batch Manager, right click the batch and choose Sample.

Figure 4-42 Enter sample results for batch

Alternately, from Sample Manager, choose any sample from the batch, right click and choose Edit.

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Figure 4-43 Edit sample from Sample Manager

The items in the batch and the associated samples are listed at the top of the page. The first sample (or selected sample) is highlighted and its details are shown below.

To choose a different sample to update, click the Sample Number link.

If the list is large, you can close the sample list display by clicking the X in the Batch Number header.

Figure 4-44 Selected sample


Bear in mind that you will be able to apply the results to one or more, or all, samples in the batch when you are done.


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Figure 4-45 Enter sample details

4 On the Lab tab, enter the lab analysis results. Then click Next to proceed to the Associations tab.

Figure 4-46 Lab details for sample

5 On the Associations tab, select the New Profile Number link for the container or equipment.

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Figure 4-47 Select profile number to edit

6 In the Profile selection window, find the waste profile to associate with the sample. Click Associate.

Figure 4-48 Select profile to associate

Once you have completed all information for the sample, you can then choose other items in the batch to which you want to apply the same results.

7 Check the items in the list on the top of the page to which to apply the results.

To apply the results to all samples in the batch, click Check All.

8 Click Save.

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Figure 4-49 Save to apply results to selected items

A confirmation message informs you that the samples were saved. Click OK.

The Updated On column shows the date for those samples that have been saved. The next unedited sample in the batch is highlighted in the table.

Figure 4-50 Results applied to selected items

For convenience, the field values for some fields are pre-populated from the last edited sample for the next sample, although values may be changed as necessary.

9 Repeat the procedure to enter the lab results for the next item.

You may apply each set of results to multiple samples, or continue to add consecutive results for each item individually.

When all samples have been edited and saved, the email button is enabled so you can email the results to the appropriate users.

10 Click Create and Send Email.

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Figure 4-51 Create and send email

11 Select the users you want to email from the Available Users list and click the > button to move them to the selected pane.

An automatically generated message is displayed, which you may edit as desired.

12 Click Send Email to finish.

Figure 4-52 Send email

A copy of the email message is displayed for your information.

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4-40

5Shipments

Shipment Overview 5-2

Create a Shipment 5-8

Track/View Shipments 5-42

Shipment Receiving 5-47

Shipment Returns 5-59

Shipments Enviance Waste Manager

Shipment OverviewMost of the information you need to create a shipment is stored in the waste Profile and the Approval. As you select the items to ship and create line items, the Shipping Manifest is created automatically.

The items available to be shipped are automatically filtered according to the selected TSDF and Approval and the associated profiles.

Shipment cost details are detailed in the Approvals. Each Approval may have several different cost options; you can choose the cost options to apply to the shipment.

Note For overpacks, the shipping information is stored as properties of the overpack, rather than with a profile, overpacks do not have a profile. You can also create a shipment manually if necessary.

For a sample walk-through of the entire process of creating shipments, see Appendix A: Sample Shipment Flow-through Procedure, page A-1.

Uniform Hazardous ManifestThe Uniform Hazardous Manifest is mandatory for all hazardous waste shipments as of September 2006.

Uses of the Enviance Waste Management system can report waste on either their current state manifest or the EPA's Uniform Hazardous Manifest. When you create a new shipment, the default selection is the Uniform Hazardous Manifest. However, you may select Other to use your own form. (If you select Other, a dialog appears informing you that all shipments should be made on the UHM. To continue, click OK, then Continue.)

The following table describes how the data in Enviance is mapped to fields in the Uniform Hazardous Manifest.

No Name Field in Enviance WM

1 Generator ID No Generator Property > EPA/RCRA ID#

2 Page 1 of _ The total number of pages in the manifest.

3 Emergency # Generator Property> Contacts > Primary Emergency Contact. The Emergency contact must be designated as the 'primary' emergency contact.

4 Manifest Tracking Number

This value is pre-printed on the Manifest but can be entered into the Enviance system.

5 Generator's Mailing Address and Phone

Generator > Mailing AddressGenerator > Mailing Info > Phone

5-2

Enviance Waste Manager Shipments

5 Generator's Site Address

Generator > Physical Address (The site address is only entered onto the manifest if it differs from the mailing address.)

6 Transporter 1 Company Name and US EPAID Number

Transporter > NameTransporter > EPAIDShipment > Transporter > Order(The order field is used to arrange how the transporters will appear on the manifest. Transporters should appear in the order that the waste is carried.)

7 Transporter 2 (See above)

8 Designated Facility Name and Site Address

TSDF > NameTSDF > EPAIDTSDF > Physical AddressTSDF > Physical Phone Number

9a HM Profile > Shipping Information > DOT Hazardous

9b Shipping Name Line 1-2:Profile > Shipping Information > Shipping NameLine 3: Profile > Shipping Information > Hazardous Classes (Separate each class with a comma)Profile > Shipping Information > UN/UAProfile > Shipping Information > PGLine 3 Example:Hazardous Class: C, E UN/UA: XXXX PG: I

10 Container No Shipment > Main > Line Item > # of Containers

10 Container Type Container Spec. Manager > Container Type Abbreviation. (CY, TK)

11 Total Quantity Shipment > Main > Line Item > Quantity(Quantities are reported as integers. No decimals)

12 Unit/Wt/Vol Shipment > Main > Line Item > UOM(This is reported as a 1 character abbreviation P, G…)


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13 Waste Codes Profile > Waste Codes > EPA Waste Codes Profile > Waste Codes > State Waste Codes

Only 6 wasted codes are entered per line:1) First 6 EPA Waste Codes2) If there are less than 6 EPA waste codes then the non-redundant state waste codes are reported. 3) For Texas waste codes, the first two boxes are used to report the 8-digit TX waste code.

14 Special Handling Instructions

Shipment > Manifest Information > Section 14Shipment > Main > Line Item Detail > Section 14

15 Printed/Typed Name Shipment > Main > Generator > Generator Signor

16 International Shipments

Shipment > Manifest Information > International Shipments

17 Transporters Populated by Transporter

18-20 Designated Facility Populated by TSDF


5-4


Setting Shipment DefaultsShipment defaults that may be set up in the system include:

Require Purchase Order Numbers

Printing Defaults (Sections 14, 15 and J)

Defaulting Shipment and Manifest Numbers

Require Purchase Order NumbersThe requirement to use supply purchase orders for all shipments may be configured system-wide.

To require purchase order numbers:

1 Select Preference Page from the Admin/Security Manager menu.

2 In Shipment Defaults section, select the checkbox “Shipment purchase order numbers are required.”

Figure 5-1 Puchase order numbers required

When this option is selected, purchase orders will be required on the shipment for each of the following:

Transporter PO

Line Item PO

Defaulting Shipment and Manifest NumbersYou have two options for automating shipment numbers and manifest numbers for your system.

Set up a default numbering schema for Shipments and Manifests for the Generator. Shipment numbers will automatically default to the next consecutive number. (See Admin/Security Manager > Default Settings.)

Set Shipment Numbers and UHM numbers to be the same. With this option, you can enter the manifest document number as the shipment number and it will automatically transfer to the Manifest Document No. See the Shipment Defaults section on the System Preferences (Admin and Security Manager > Preference Page)

You can override either of these preferences by de-selecting “Same as UHM No.” on the form, if it is selected, and entering any unique id in the two fields.

5-5


Note If you set up system preferences for the Shipment ID and Manifest Doc number to be the same, you should not set up numbering schemas for Shipments or Manifest Docs. (Generated numbers may, nonetheless, be overridden on the form if necessary.)

To set Shipment Number and Manifest Number to default to the same value:

1 Select Preference Page from the Admin/Security Manager menu.

2 In the Shipment Defaults section, select the checkbox “Set UHM to the Shipment Number.”

When a new shipment is created, the checkbox for “Same as UHM No.” field will be selected by default. Users should enter the manifest number in the Shipment Number field, and it will be automatically transferred to the Manifest Document Number field.

Printing Defaults (Sections 14, 15 and J)The printing defaults for Section 14 on the Uniform Hazardous Manifest, or Sections 15 and J in one of the the non-hazardous manifest types, are automatically built by the system from the information supplied in the profiles associated with each line item, and the print default items selected in the shipment manifest setup.

Note Section 14 on the Uniform Hazardous Manifest has, in most cases, replaced Section 15 and Section J on older state manifests.

Extra information, such as contact information, that you also want to appear in these sections may be set up as default text.

Section 14 default text is associated with the System Model preferences. Default text for Sections 15 and J is associated with each generator separately.

5-6


To specify default text for Section 14 on the UHM:

1 Select Preference Page from the Admin/Security Manager tab.

2 In the Section 14 options on the page, enter the default message, if any, and select the print options for Manifest Information and Per Line Item.

To specify default text for Section 15 and Section J on the non-hazardous manifest:

1 Right click the Generator in the system model and select Properties > Edit Generator Preferences.

2 Enter the text you want to print with the manifest for each section.

3 Select Save.

The default text will be appended to the information printed in the manifest for the appropriate section.

Section 15 default text prints out only on Section 15 of the non-hazardous manifests. Section J default values print on the 'additional description' section of Non-hazardous manifests (which is usually Section D). Section K values on the Shipment screen print on the handling codes section (usually Section E of non-hazardous manifests).

5-7


Create a ShipmentShipments may be created in two ways:

Create a batch of items (including containers and equipment) first, then create the shipment from the batch.

Create a shipment from the Generator, adding inventory items as needed from the Generator’s Areas.

Create Shipment by Batch

To create a shipment from a batch:

1 First create the batch and add the items to be shipped to the batch.

You may select both containers and equipment to add to the batch. See Create Batch for Sampling, page 4-29.

2 In the “Apply selected action after save” list, select Ship.

Figure 5-2

3 Click the Unassigned link for the TSDF. Select a TSDF to which the shipment is to be sent from the selection window.

4 In the Transporters section, click the Add button. Select the transporter(s) to be used from the selection window and click Associate.

5-8


Figure 5-3

5 Click Save.

The shipment form appears. The Generator, TSDF, Transporter and Line Item sections are pre-completed.

If a shipment numbering schema has been set up for the Generator, the Shipment Number will be automatically generated. If you want to use the Manifest Document No. for both the shipment and manifest, enter the manifest number in the Shipment Number field and be sure the Same as UHM box is checked.

6 Complete the General Information for the shipment, as follows:

Shipment Status: Default status is “On hold”. The status cannot be changed until line items are added and shipping information is completed. The shipment status automatically changes as it is processed. See Shipping Status, page 5-43 and Releasing the Shipment, page 5-40.

Date/Time Shipped: Select a date/time for the shipment.

Type of Shipment: Select the type of shipment from the list. Types are: Non Hazardous, Recyclables, Air Compliance Solvents, Hazardous, Non RCRA Hazardous Waste.

Same as UHM No.: If the Manifest number should be the same as the shipping number, check this box. This option may also be set as a default in the system preferences.

No Shipment return: Check if return of the shipping manifest is not required.

Figure 5-4 General information and shipment processing options

Preprinted details: If you have pre-printed manifests, check these boxes to suppress printing of TSDF and/or Transporter details.

5-9


Purchase Order Number: If purchase order numbers are required, a field is supplied for the PO number. You must enter the PO number before you can save the shipment or add any line items.

Custom Fields: If you need to add a Custom Field Template to the shipment, click the Change Layout button in the Custom Fields section at the bottom. Select the Custom Field Template to apply, then complete the fields as needed.

You may add additional line items to the shipment, if necessary.

To continue, see:

Adding Line Items to Shipments, page 5-15

Creating the Shipping Manifest, page 5-38

Releasing the Shipment, page 5-40

Create Shipment from GeneratorWhen you create a shipment from a Generator, you may add inventory items stored in any of its Areas. You may also create line items manually for wastes not tracked in the system.

To create a new shipment from a Generator facility:

1 Right click the Generator and select New > Shipment.

Figure 5-5 Create new shipment from Generator

Alternately, choose New > Shipment from the Shipment Manager button menu, then select the Generator from which the shipment originates.

2 Optionally, select a Custom Field Template to apply. If a default Custom Field Template has been specified for the system, it will be automatically selected.

The default form selection is Uniform Hazardous Manifest, which can be used for both hazardous and non-hazardous waste shipments. However, to use a different non-hazardous form, you can select Other. A dialog informs you that all shipments should be made on the UHM. To continue, simply click OK.

5-10


3 Click Continue.

Figure 5-6 Select optional Custom Field Template

The Shipment Record form displays.

Figure 5-7 General information for shipment

4 Complete the General Information for the shipment, as follows:

Shipping Number: If a shipment numbering schema has been set up for the Generator, the Shipment Number will be automatically generated. To use the manifest document number for both the shipment and manifest, enter the manifest number in the Shipment Number field and be sure the Same as UHM box is checked.

Shipment Status: Default status is “On hold”. The status cannot be changed until line items are added and shipping information is completed. The shipment status automatically changes as it is processed. See Shipping Status, page 5-43 and Releasing the Shipment, page 5-40.

Date/Time Shipped: Select a date/time for the shipment. (You do not need to select a Date/Time Shipped until you are ready to take the shipment off hold and send it.)

Type of Shipment: Select the type of shipment from the list. Types are: Non Hazardous, Recyclables, Air Compliance Solvents, Hazardous, Non RCRA Hazardous Waste.

5-11


Note Set the shipment as a whole to the “most hazardous” designation. Thus if any lines are RCRA hazardous, that should be the designation; if all are recycled except for one Texas hazardous stream, then set it to non-RCRA hazardous, and so forth.

Same as UHM No.: If the Manifest number should be the same as the shipping number, check this box. This option may also be set as a default in the system preferences.

No Shipment return: Check if return of the shipping manifest is not required.

Figure 5-8 General information and shipment processing options

5 The Generator section is automatically completed from the Generator properties.

If you initiated the shipment from Shipment Manager, click Select to select a Generator and auto-complete this section.

If you have pre-printed manifest forms, you can suppress the printing of details by checking the Preprinted details box.

Figure 5-9 Generator to ship from

6 Select a TSDF and complete the TSDF details as follows:

Enter the first few letters of the name in the box below Search TSDF Name. Wait a second and the matching TSDFs will appear in a dropdown list.

Select the desired TSDF from the list by double-clicking it, or press Enter if there is only one.

If you need to see the full list, first type in a few letters, backspace to delete them, and the full list of TSDFs will appear.

5-12


Figure 5-10 Select TSDF

The rest of the TSDF details are automatically added to the shipment manifest.

Two optional items are included in this section, to be used according to your system requirements:

Preprinted details: Check this box to suppress printing of details if you have pre-printed manifests.

Purchase Order Number: If purchase order numbers are required an additional required field will be supplied for entering the PO number. You must enter the PO number before you can save the shipment or add any line items.

Figure 5-11 TSDF information

7 Select a Transporter and complete the Transporter details as follows:

Enter the first few letters of the name in the box below Search Transporter Name. Wait a second and the matching Transporters will appear in a dropdown list.

Select the desired Transporter from the list by double-clicking it, or press Enter if there is only one.

If you need to see the full list, first type in a few letters, backspace to delete them, and the full list of Transporters will appear.

Add the Transporter Signer and Trailer license plate, if required.

If purchase order numbers are required, an additional required field is supplied for entering the PO number for each transporter. You must enter a PO number before saving the shipment or adding line items.

5-13


Figure 5-12 TSDF and Transporter must be selected before adding line items.

8 In the Line items section, click the Add button to add line items to the shipment.

The TSDF and Transporter must be selected before you can add line items. The available inventory for shipment will be filtered for items approved for acceptance by the TSDF and handling by the Transporter.

9 Choose the selection mode you want to use for adding line items to the shipment and click Next.

See the following sections for details of each selection mode:

Adding Containers to a Shipment, page 5-15

Adding Overpacks to a Shipment, page 5-19

Adding Line Items to Shipment by Profile, page 5-22

Adding Equipment to a Shipment, page 5-26

Adding Tank Contents to Shipment, page 5-30

Add Line Items to Shipment Manually, page 5-35

Figure 5-13 Choose method for creating line items

After you complete the process of adding a line item to the shipment, you are returned to the Shipment Info form and the line item you just added appears on the form.

5-14


Figure 5-14 Line item added to shipment

Click Add and repeat the steps to create more line items if necessary. When you are finished adding line items, you can proceed to creating the shipping manifest and releasing the shipment.

See:

Creating the Shipping Manifest, page 5-38Releasing the Shipment, page 5-40

Adding Line Items to ShipmentsLine items can be added to a shipment from existing inventory stored and tracked in the system. When inventory items are added to a shipment, the shipping information stored on the associated profile is used in the shipment form.

Line items can also be created manually for wastes that are not tracked in the system using the Profile or Manual selection mode.

By Profile allows you to use shipping information that is stored on a profile in the system.

Manual addition of waste allows you to complete the shipping form as you wish.

See the relevant section below:

Adding Containers to a Shipment, page 5-15Adding Overpacks to a Shipment, page 5-19Adding Line Items to Shipment by Profile, page 5-22Adding Equipment to a Shipment, page 5-26Adding Tank Contents to Shipment, page 5-30Add Line Items to Shipment Manually, page 5-35

Adding Containers to a Shipment

You can add containers to a shipment by choosing from the containers stored in an area. Only containers whose associated waste profiles are approved for processing by the selected TSDF are available for selection.

The shipping information stored on the profile associated with the containers is used to create the shipping manifest.

5-15


To select containers as line items for a shipment:

1 Select By Containers for the Line Item creation process.

Figure 5-15 Add line items by container

2 Optionally, select the Profile from the list to filter containers by profile. Select Add.

Only profiles approved for processing by the TSDF are shown.

Figure 5-16 Add a line item

The containers matching the selected profile are listed. If no profile was selected, all containers with approved profiles for the TSDF are shown. Use the search function to search for specific containers.

Figure 5-17 Select containers to add to shipment

5-16


3 Select the containers to include in the shipment by checking the boxes, then click Associate.

Only containers with the same profile and container spec may be selected for the same line item. (You can create a separate line item for different containers, if you wish, after you finish supplying details for this line item.)

The containers appear in the selection list. Click Add to add more containers to the same line item if desired.

4 After selecting all the containers you want to include in the line item, click Create Line Item.

Figure 5-18 Create item for selected inventory

The Line Item Details page appears. Details are supplied from the information on the Profile of the wastes stored in the container. You may edit or add to this information if necessary.

5 The Weight and Volume of the contents is given. Select whether to use weight or volume for the total quantity displayed on the manifest by selecting the appropriate button.

Figure 5-19 Choose whether to use weight or volume on the manifest

5-17


Purchase Order Number: If purchase order numbers are required, an additional required field will be supplid for entering the PO number for the line item. You must enter a PO number before saving the line item.

6 Select Next, or select the Approvals/Costs link at the top of the page.

7 Click Select to select the Approval ID from Approval Manager.

After selecting the Approval ID, click “Add TSDF Approval Number to Section J” if you want the Approval ID to be added to Section J in the manifest.

8 Select the mode to use to apply costs, and proceed according to your selection:

Apply to entire shipment line: Apply the same cost option to the entire line item. If there is more than one cost option, click the button for the costs to apply in the inventory table, then click Apply costs.

Figure 5-20 Apply same cost option to entire shipment line

Select costs to each inventory: Choose different cost options for each inventory item in the line item.

5-18


Figure 5-21 Select costs per inventory item

The shipment costs are automatically calculated. You may add other cost information as necessary (surcharge, misc. charges, taxes).

9 Optionally, to review the Land Ban regulatory information, click Next or select the link to the Land Ban tab. (This information comes from the Land Ban/Regulatory section of the Profile, but may be edited if necessary.)

10 Click Save.

You are returned to the Shipment Info form and the new line item appears on the form.

Figure 5-22 Line item info for containers on shipment form

To add more line items to the shipment, click Add and repeat the steps above. When you are finished adding line items, you can proceed to creating the shipping manifest and releasing the shipment.

See:


Adding Overpacks to a ShipmentYou can add overpacks to a shipment from the overpacks stored in an area. Overpack properties include shipping information which will be used to create the shipping manifest.

To add Overpacks to a shipment:

1 Select By Overpacks for the Line Item creation process.

5-19


Figure 5-23 Add line items by overpacks

2 Click Add to select the Overpacks to add to the shipment.

Figure 5-24 Add overpacks to shipment

3 Select the overpacks to include in the shipment by checking the boxes, then click Associate.

All overpacks must have the same type of container and shipping description to be included on the same line item.

Figure 5-25 Select overpacks to ship

The overpacks appear in the selection list. Click Add to add more overpacks (of the same type) to the line item if desired. (You can create a separate line item for additional overpacks, if you wish, after you finish supplying details for this line item.)

5-20


4 After selecting all the overpacks you want to include in the line item, click Create Line Item.

Figure 5-26 Create line item for overpacks

The Line Item Details page appears. Details are supplied from the shipping information that is stored with the properties of the Overpack.

5 The total Weight and Volume of the overpacks is displayed. You may edit the values if necessary.

6 Select whether to use weight or volume for the total quantity displayed on the manifest by selecting the appropriate button.


Figure 5-27 Line item details for overpacks

5-21



8 Enter the cost details on the form.

Note Cost information must be entered manually for Overpacks. Approvals do not store this cost information.

Figure 5-28 Approval/Costs information

9 Click Save.


Figure 5-29 Line item for overpacks


See:


Adding Line Items to Shipment by Profile

When you add line items to a shipment by profile, you select the profile, then specify the number and type of containers with that profile to ship. This method can be used for inventory items that do not need to be tracked through storage areas in the system.

The shipping information stored on the selected profile is used to create the shipping manifest.

To select line items for a shipment by profile:

1 Select By Profile for the Line Item creation process.

5-22


Figure 5-30 Add line items by profile

2 Select the Profile by one of the following methods:

Enter text to search for (letters or numbers) in the Search for Profile box. Wait a second and the results of the Profiles search will appear in the dropdown list. (Search is for all entries that contain the characters in either the name or description). Select the desired Profile from the list by double-clicking it, or press Enter if there is only one. Use the down arrow to scroll through the list.

Click the Change button next to the Profile ID box. From the Profile Manager window, find the profile you want and click Associate. Only profiles that are approved for processing by the selected TSDF will be displayed.

Figure 5-31 Add line items by profile

5-23


Figure 5-32 Select Profile from Profile Manager window.

The shipping description, waste codes, and additional manifest information will be supplied from the Profile.

3 Check the HM checkbox if shipment includes hazardous materials (relates to HM checkbox on manifest).

4 Select whether to use Weight or Volume for the total quantity displayed on the manifest by selecting the appropriate button. Select the corresponding UOM for each. Enter either the weight or volume and the other value will be automatically calculated based on the default density of 8.34. You may override this value if necessary.

5 Enter the Number of Containers and container Type.

6 Check Provide additional container data if you need to supply additional information for each container on a Continuation sheet. (This applies chiefly to the PCB Continuation Sheet.)

A table is displayed with the appropriate number of rows for the number of containers. Enter the container number and either weight or volume; the other value will be calculated. The PCB weight and volume are recalculated and displayed above.

Figure 5-33 Shipment weight and volume and container information

7 Review and edit the “Additional manifest information” and “State detail” sections if necessary.

5-24


Figure 5-34 Additional manifest information


Figure 5-35 Select an Approval ID

9 Find the desired Approval ID and select Associate to select it.

Figure 5-36 Select Approval ID

After selecting the Approval ID, click “Add TSDF Approval Number to Section J” if you want the TSDF Approval number to be added to Section J in the manifest.

10 Select the cost option(s) to apply by selecting the appropriate button, then click Apply Costs.

The shipping costs are calculated.

5-25


Figure 5-37 Apply shipping costs

To review or edit the Land Ban regulatory information click Next or select the link to the Land Ban tab. This information comes from the Land Ban/Regulatory section of the Profile, but can be edited if necessary.

11 Click Save.


Figure 5-38 Line item added to shipping info form


See:


Adding Equipment to a ShipmentYou can add equipment to a shipment by choosing from the available equipment stored in an area. Only equipment whose associated waste profile is approved for processing by the selected TSDF may be selected for shipping.

The shipping information stored on the profile associated with the equipment is used to create the shipping manifest.

To add equipment to a shipment:

1 Select By Equipment for the Line Item creation process.

5-26


Figure 5-39 Add line items by equipment

2 Optionally, select the Profile from the list to filter equipment by profile. Select Add.

3 Click Add.

Figure 5-40 Search for equipment to ship

4 Search for the equipment you want to dispose of. Select the checkboxes next to the desired equipment and click Associate.

Equipment with the selected profile are listed. If no profile was selected, all equipment with approved profiles for the TSDF are shown. Use the search function to search for specific equipment.

Figure 5-41 Select equipment to ship

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The equipment appears in the selection list. Click Add to add more equipment to the same line item if desired. (You can create a separate line item for additional equipment, if you wish, after you finish supplying details for this line item.)

5 After selecting all the equipment you want to include in the line item, click Create Line Item.

Figure 5-42 Create line item for equipment

The Line Item Details page appears. Details are supplied from the information on the Profile associated with the equipment. You may edit or add to this information if necessary.

Figure 5-43 Equipment line item details

6 The Weight and Volume of the contents is given. Select whether to use weight or volume for the total quantity displayed on the manifest by selecting the appropriate button.

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After selecting the Approval ID, click “Add TSDF Approval Number to Section J” if you want the Approval ID to be added to Section J in the manifest.

9 Select the mode to use to apply costs, and proceed according to your selection:

Apply to entire shipment line: Apply the same cost option to the entire line item. If there is more than one cost option, click the button for the costs to apply in the inventory table, then click Apply Costs.

Select costs to each inventory: Choose different cost options for each inventory item in the line item. Click Apply Costs.

Figure 5-44 Select cost options

The shipment costs are automatically calculated. You may add other cost information as necessary (surcharge, misc. charges, taxes).

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Figure 5-45 Shipment costs calculated

To review or edit the Land Ban regulatory information click Next or select the link to the Land Ban tab. This information comes from the Land Ban/Regulatory section of the Profile but may be edited if necessary.

10 Click Save.


Figure 5-46 Equipment line item on shipping form


See:


Adding Tank Contents to Shipment

To add Tank contents to a shipment:

1 Select By Tanks for the Line Item creation process.

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Figure 5-47 Add line items by tanks

2 Select the Profile from the list, if you want to filter by profile. Select Add.

Figure 5-48 Add tank to shipment

3 Find the tank whose contents you want to add to the shipment, select the checkbox and click Associate.

Figure 5-49 Select tank for shipment

The tank appears in the Selected Tanks list.

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Figure 5-50 Create line item for tank shipment

You may decide whether to ship the total contents of the tank, or partial contents.

To ship the total contents of the tank, leave the Total box checked (default). The current weight and volume are shown.

To ship only partial contents, uncheck Total and edit the Weight and Volume to Ship. If you edit one value, you should also adjust the other value manually; no calculated adjustment is done by the system. Both values will be used to adjust the contents of the tank accordingly.

Caution No correction is made if the amount entered for weight and volume do not agree with the density calculation. It is thus possible for the weight and volume left in the tank to be out of agreement as it would be calculated using the density of the profile. This gives you the opportunity to correct for bad density estimates.

You may add contents from other tanks with the same profile by clicking Add and repeating the selection. (Tanks must have the same profile to be included in the same shipment line.)

4 Click Create Line Item.

The Line Item Details page appears. Details are supplied from the information on the Profile of the wastes stored in the container. You may edit or add to this information if necessary.

The total Weight and Volume of the line item is given. Select whether to use weight or volume for the total quantity displayed on the manifest by selecting the appropriate button.

Note Both the total weight and volume of the line item and the weight and volume of the tank in the Selected Tanks list on the bottom may be adjusted, if necessary. Adjustments to the total weight and volume on the line will have no effect on the tank contents in the system, and are allowed only to account for possible additions from other sources or to correct for inaccuracies. Adjustments to the weight and volume under the Selected Tanks section WILL affect the amount of material removed from the tank.

Also, if you add a tank in the Selected Tanks list, check the totals for accuracy, and edit if necessary. Be sure to review all weight/volume fields on the form for accuracy and agreement.

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Figure 5-51 Tank line item details

HM checkbox: Check for hazardous materials (relates to HM checkbox on manifest)




Figure 5-52 Select Approval

The approval cost options appear for selection. You may choose to apply the same cost option to the entire shipment, or select different cost options for each container.

7 Select the mode to use to apply cost options:

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Apply to entire shipment line: Apply the same cost option to the entire line item. If there is more than one cost option, click the button for the costs to apply in the inventory table, then click Apply costs.

Select costs to each inventory: Choose different cost options for each inventory item in the line item. Click Apply costs.

The shipment costs are automatically calculated. Add other cost information as necessary (surcharge, misc. charges, taxes).

Figure 5-53 Approvals/Cost information for line item

To review or edit the Land Ban regulatory information click Next or select the link to the Land Ban tab. This information comes from the Land Ban/Regulatory section of the Profile but may be edited if necessary.

8 Click Save.


Figure 5-54 Tank line item


See:

Creating the Shipping Manifest, page 5-38

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Add Line Items to Shipment Manually

When you add line items to a shipment manually, you can supply the shipping details yourself as necessary. This method can be used for shipping items that do not need to be tracked through storage areas in the system.

To add line items to a shipment manually:

1 Select By Manually for the Line Item creation process.

Figure 5-55 Add line items manually

The Line Item Details form appears.

2 Select Edit to choose the DOT shipping description.

Figure 5-56 Line item details form

3 From the Proper Shipping Name Manager, find the shipping description and click Associate to select it.

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Figure 5-57 Select a shipping description

The shipping description appears in the form.

4 Enter the No. of Containers and container Type.

5 Enter the Weight and Volume of the shipment and select the corresponding UOM for each.

If you either weight or volume, the other value will be automatically calculated for you based on the default density of 8.34. You may override this value as appropriate.

6 Select whether to use weight or volume for the total quantity displayed on the manifest by selecting the appropriate button.

Figure 5-58 Shipping description and quantity

7 Provide the Additional manifest information as applicable.

Figure 5-59 Additional manifest information

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8 In the Costs section, enter the disposal costs.

Figure 5-60 Shipping Costs

To edit the Land Ban regulatory information click Next or select the link to the Land Ban tab and edit as necessary.

9 Click Save.


Figure 5-61 Line item added manually


See:


Print Shipping LabelsYou can prepare shipping labels for printing for all line items, as necessary. Shipping labels are printed to a pdf file. You may print the entire label, or prepare the label to print on a blank, pre-printed form.

Note The Acrobat Reader is required for printing shipping labels.

To print shipping labels for line items:

1 In the Line Items section of the shipment form, click the Print Labels button for a line item.

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Figure 5-62 Print labels for line item

2 Review the information on the label form and edit if necessary.

Figure 5-63 Print label form


The Label information appears in read-only form. Review to make sure the information is correct.

4 Choose the print option, using the buttons on the bottom of the page, or the links on the top right of the page:

Generate: Choose this to generate the complete label for printing.

Print on Blank: Choose this to prepare the label for printing on a pre-printed blank form. (Prints field values only.)

5 In the File Download dialog, choose Open to open the file immediately in Acrobat Reader for printing, or Save to save as a file and print later.

Creating the Shipping Manifest

To create the Shipping Manifest:

1 On the Shipping Record, select the Manifest Information link at the top of the page (or the Next button at the bottom of the page).

Figure 5-64 Shipping Manifest info page

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The Manifest Document Number may be one of the following:

If “Same as UHM No.” is selected on the Main tab, the Manifest no. should be entered on the Main tab as the Shipping number; it will automatically transferred to this field and may not be edited. This may also be set as a preference for the system. See the Shipment Defaults section on the System Preferences (Admin and Security Manager > Preference Page).

If a default numbering schema is set up for the Generator, it will default to the next consecutive number. (See Admin/Security Manager > Default Settings.)

If “Same as UHM No.” is not selected, you may enter any unique id, including overriding a generated number if you wish.

The Manifest type defaults to the Uniform Hazardous Manifest, with the Uniform Continuation sheet. For all hazardous waste shipments, this may not be changed, since the UHM is the required form. For non-hazardous wastes, you may choose a state state-specific or generic manifest and Continuation sheet type, if you prefer.

2 In the Printing defaults section, choose the options to print in Section 14 in the UHM, or Section15 and Section J in the state manifest.

If shipment defaults have been set up, the default text will appear in these boxes. See Printing Defaults (Sections 14, 15 and J). You may add extra text to the print text boxes, if you wish, and check additional options. To clear extra entries and reset to the defaults, click Rebuild Section 14.

Figure 5-65 Save shipment and print manifest

3 In the Print Manifest, Continuation section at the bottom of the page, check the items you want to print.

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Print Data Only generates the properly spaced data only for printing on a blank, preprinted form on your printer. Otherwise, the entire form will be generated as a pdf file for printing.

You can also choose to print Container and Equipment Detail Sheets and a PCB Continuation Sheet as well.

4 When you are ready to generate the shipping documents, click Save Shipment and Print Manifest.

A new browser window appears with the printing options. The buttons on the right are disabled. You must generate the report first to enable viewing and printing options.

5 Click Generate Report.

Figure 5-66 Generate shipping manifest

The forms are generated as pdf files, which you may then view and print, or save to your computer. After the report has been generated in the system, the buttons are enabled for viewing the generated forms.

To view and print the shipping documents:

1 Select the button (e.g., View Manifest).

2 In the File Download dialog, choose whether you want to open the file directly, or save it to your system.

Note To view and print the documents, you must have Acrobat Reader.

The shipment has now been created. However, the shipment is still On Hold and will not be processed further until the On Hold status is removed and a shipping date/time is selected.

See:


Releasing the Shipment

To change the status and release the shipment:

1 On the Shipment Record, Main info page, de-select the On hold checkbox.

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Figure 5-67 De-select On hold checkbox

2 Select a date/time to send the shipment in the Date/Time Shipped field.

If no manifest return is required, check the No Shipment return box.

3 Select Save.

Once the “On hold” box is de-selected the shipping status changes to one of the following:

In staging: This status is applied if the shipping date is in the future. When the shipment is “sent” in future it assumes one of the following statuses.

Pending return: This status is applied if the shipment is being sent to an external TSDF. When the manifest is returned, it is then processed through Shipment Return Manager.

Pending receiving: This status is applied if the shipment is sent to a Generator/TSDF on the system model tree. The shipment is then processed through Shipment Receiving Manager.

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Track/View ShipmentsYou can view and track shipments in the system through Shipment Manager. You can also view and track shipments by Generator from the right click menu in the system model (see View Shipments by Generator, page 5-43).

To view and search for all shipments:

1 From the Shipment Manager button menu, select Shipment Manager.

Figure 5-68 Access Shipment Manager

Shipment Manager displays a list of shipments. By default, Shipment Manager shows shipments waiting to be sent (with On Hold status). Use the Search function to change the status filter or search by other criteria.

Note Only shipments associated with Generators to which the user has permissions are shown.

Figure 5-69 Shipment Manager

Use the Shipment status dropdown to filter shipments by another status.

Use the Search function to search for shipments by various criteria.

Related Topics:

View Shipments by Generator, page 5-43

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Edit Shipment, page 5-44Reset Shipment, page 5-45Print Manifest, page 5-46Print LDR, page 5-46

View Shipments by GeneratorYou can view shipments by Generator and track them according to shipment status from the right click context menu on the system model.

To view shipments for a Generator:

1 Right click the Generator in the system model. From the popup menu, choose Shipments and the shipment status type from the submenu.

Figure 5-70 View shipments for Generator

View Shipments: By default shows shipments waiting to be sent (On Hold status). You can use the Search function to change the status and/or search by other criteria.

View Returns: View shipment waiting for manifest return (Pending status)

View Receiving (for Generator/TSDF only): View shipments waiting for receiving (Pending Receiving status)

Related Topics:

Track/View Shipments, page 5-42Edit Shipment, page 5-44Reset Shipment, page 5-45Print Manifest, page 5-46Print LDR, page 5-46

Shipping StatusShipping status can be one of the following:

On hold: Shipment has not yet been release for shipping. To send the shipment, you must uncheck the “On hold” status box on the Shipment Record Main page. See Releasing the Shipment, page 5-40

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In staging: Shipment is not On hold, but the shipping date is in the future.

Pending return: Shipment has been 1) sent to an external TSDF and is waiting for return of the manifest, or 2) sent to a Generator/TSDF in the system model and has already been processed through Receiving. Process the shipment through Shipment Return Manager.

Pending receiving: Shipment has been sent to a Generator/TSDF in the system model and is awaiting receiving at that site. Process the shipment through Shipment Receiving Manager.

Archived: Shipment is completed and archived.

Related Topics:

Edit Shipment, page 5-44Reset Shipment, page 5-45

Edit ShipmentOnly shipments whose status is “On hold” may be edited. If a shipment is not on hold, but it has not yet been edited through the receiving or return processes, you can reset the shipment to place it on hold again for editing. See Reset Shipment, page 5-45.

To edit a shipment that is on hold:

1 Select Shipment Manager from the Shipment Manager menu.

Shipments with the status “On hold” are listed by default.

2 Add other criteria as needed to find the shipment to edit, then click Search.

3 Right click the shipment and choose Edit to edit the shipment.

To add a new line item to the shipment, you can choose New Line Item from the right click menu.

4 When you are finished editing the shipment as necessary, review the shipment information again carefully, then uncheck the “On hold” box and click Save to send it again.

Note If you need to add a Custom Field Template to the shipment, click the Change Layout button in the Custom Fields section at the bottom. Select the Custom Field Template to apply, then complete the fields as needed.

Related Topics:

Reset Shipment, page 5-45Print Manifest, page 5-46Print LDR, page 5-46

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Reset ShipmentThe purpose of the shipment reset function is to allow the user to cancel or reset a shipment that has already left the facility (status = in transit). Since all of these options are controlled by the system and not the user, the reset is the only way to undo these steps.

In order to reset a shipment, the shipment status must be one of the following:

Pending Receiving: Shipment sent to Generator/TSDF in the system model and not yet edited in Shipment Receiving Manager.

Pending Return: Shipment sent to non-tree Generator/TSDF (not in system model) and return not yet received.

Archived: Shipment sent to non-tree Generator/TSDF with return not required (shipment goes straight to “archived” without being edited).

To reset and edit a shipment:

1 Select Shipment Manager from the Shipment Manager menu.

2 Select the shipment status to search for in the Status list.

3 Add other criteria as needed to find the shipment to edit, then click Search.

4 Right click anywhere in the row for the shipment and choose Reset.

Figure 5-71 Reset shipment

A warning message appears that resetting the shipment will cause the inventory items to be returned to their previous locations and delete the Receiving, Reconcilation and Return objects. Click OK to continue.

If the shipment has already completed subsequent steps, you will receive a message that the shipment cannot be reset as inventory items have been accepted or rejected by TSDF.

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If the shipment has not completed any subsequent steps, a confirmation message appears that the shipment was successfully reset. Click OK.

The shipment is reset to “On hold” status. All associated inventory items are returned to their original locations. Any associated shipment returns and/or shipment receiving will be deleted and is unrecoverable.

Related Topics:

Edit Shipment, page 5-44Print Manifest, page 5-46Print LDR, page 5-46

Print Manifest

To print the manifest for a shipment:

1 Use the Search criteria to find the shipment.

2 Right click anywhere in the row for the shipment and choose Print Manifest.

For printing instructions, see Creating the Shipping Manifest, page 5-38.

Related Topics:

Print LDR, page 5-46

Print LDR

To print the LDR for a shipment:

1 Use the Search criteria to find the shipment.

2 Right click anywhere in the row for the shipment and choose Print LDR.

For printing instructions, see Creating the Shipping Manifest, page 5-38.

Related Topics:

Print Manifest, page 5-46

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Shipment ReceivingShipments that are sent to a Generator/TSDF on the system model tree must be received at the destination site through Shipment Receiving Manager. From Shipment Receiving Manager you can accept the line items and move the inventory into the appropriate area in the Generator/TSDF.

To view shipments waiting for receiving:

1 Select Shipment Receiving Manager from the Shipment Manager menu.

Figure 5-72 Access Shipment Receiving Manager

Shipment Receiving Manager shows shipments that are currently pending receiving. Use the search function to find a specific shipment.


Figure 5-73 Shipment Receiving Manager

2 To view shipment details, right click the row for a shipment in the table and choose View from the popup menu.

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Figure 5-74

The shipment details appear in read-only form. Three tabs are shown:

Main: Shows basic shipment info

Manifest Details: Shows all receiving items in shipment. On this tab you can access further details: receiving details for each inventory item, shipment detail, incoming approval details, and waste profile details.

Cost Details: Shows cost details for shipment.

Related Topics:

Receiving a Shipment, page 5-48Shipment Returns, page 5-59

Receiving a Shipment

To complete shipment receiving:

1 Select Shipment Receiving Manager from the Shipment Manager menu.

2 Find the shipment you want to receive. Right click the row for the shipment in the table and choose Edit from the popup menu.

Figure 5-75 Edit shipment in Shipment Receiving Manager

3 On the Main tab, enter the Date/Time Received.

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At the bottom of the page you can enter any notes on discrepancies in the Discrepancy box.

4 Click Next, or select the Manifest Detail tab to proceed to the Manifest Detail info.

Figure 5-76 Receive shipment

The manifest detail summary table shows all individual inventory items in the shipment. The line item number to which each item belongs is shown in the Line # column in the table. (For example, the shipment may include 5 containers included in Line Item 1 and 10 containers included in Line Item 2.)

The status of all items is initially On hold.

Figure 5-77 Accept shipping item

You can view related line item information by selecting a button for any item and clicking one of the following buttons:

View Shipment Detail: Shows line item details for the line item to which the selected item belongs.

View Incoming Approval: Shows details of the Approval relating to the line item (contains cost records and shows associated profiles).

View Incoming Profile: Shows details of the waste profile associated with the line item.

5 Select either Accept or Accept All, depending on how you want to account for items in receiving:

Accept All: If you accept all items, you can specify the disposition of each line item in the shipment, but you cannot record different details for individual inventory items that are part of the same line

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item. See Accepting Shipment by Line Items, page 5-50, to continue.

Accept: If the disposition of all items is not the same or you want to record any discrepancies (see below), use the option to accept inventory items individually. See Accept/Edit Shipment Inventory Items, page 5-53, to continue.

You must use accept inventory items individually if you want to:

Record shipment descrepancies

Record location details for items moved to an area

Record different dispositions for individual inventory items

Adjust costs for individual items

Reject items in the shipment

Tip You can use the Accept All option first to process the whole shipment, then select the individual items you want to edit to make changes.

Related Topics:

Accepting Shipment by Line Items, page 5-50Accept/Edit Shipment Inventory Items, page 5-53Edit Shipment Cost Details, page 5-57

Accepting Shipment by Line ItemsIn the Shipment Receiving form, choose Accept All if you want to accept the shipment by line item.

To accept all items:

1 In the Manifest Detail tab of the Shipment Receiving form, click Accept All.

The Receiving “Accept All Items” form appears.

Figure 5-78 Accept all items in receiving

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2 Select the Line Item from the list at the top of the form.

You can then record the following details for this line item, which will apply to all inventory items in the line item.

3 Enter the Date Accepted.

4 Select the Ultimate Disposal Facility, Final Management Method and COD date, if applicable.

5 In the Move to field, click the Select button. In the area selection window, click Associate to select the area.

Figure 5-79 Select area to move item to

If the shipping inventory is eligible to be received into a tank, you may select whether to receive the inventory into an Area or a Tank. See Receiving Into Tanks, page 5-56 for instructions on this option.

6 If a different profile should be assigned to the wastes at the new location, click Select for the On-Site Profile field. Find the new profile to assign and click Associate.

Figure 5-80 Select new profile

7 Uncheck the On hold box to accept the line item.

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If you want to keep the line item on hold for further details, leave the box checked. You can edit the item later and remove the “on hold” status.

Select another Line Item from the list at the top and repeat the process to record the receiving details for each line item in the shipment. Be sure to uncheck the On hold box if you want to complete the receiving process immediately.

The shipment status will be “on hold” until all line items have been accepted.

8 When you have finished accepting all line items, select Save to save all changes to the receiving line items. (Use the Save button at the bottom or the Save link at the top of the page.)

You are returned to the Manifest Detail tab. The status of all line items should be Accepted (unless you chose to keep some line items on hold).

If the status of any line items is not Accepted, check that you have:

Entered a Date Accepted.

Selected an Area to move the items to in the Move To field.

Unchecked the On hold status box.

Figure 5-81 Shipping items accepted

When all items have been accepted, you can proceed to the final cost details for the shipment. Select the Cost Detail tab to edit cost details for the shipment.

See Edit Shipment Cost Details, page 5-57 next.

Related Topics:

Shipment Receiving, page 5-47Receiving a Shipment, page 5-48Accept/Edit Shipment Inventory Items, page 5-53Edit Shipment Cost Details, page 5-57Receiving Into Tanks, page 5-56

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Accept/Edit Shipment Inventory ItemsYou can accept or edit individual inventory items in a shipment individually in order to:

Record shipment descrepancies

Record location details for items moved to an area

Record different dispositions for individual inventory items

Adjust costs for individual items

Reject items in the shipment

Tip Use the Accept All option first to process the whole shipment, then select the individual items you want to edit to make changes.

To process or edit individual inventory items in a shipment:

1 On the Manifest Detail tab in the Shipment Receiving form, select the button for an item and click Accept.

The Receiving Item Details form appears.

Figure 5-82 Receiving item detail

2 Enter the Date Accepted (defaults to today).

You can edit the item details (DOT Type and Quantity) if necessary.


If the shipping inventory is eligible to be received into a tank, you may select whether to receive the inventory into an Area or a Tank. See Receiving Into Tanks, page 5-56 for instructions on this option. The following instruction apply to the Area selection.

4 In the Move to field, click the Select button. In the area selection window, click Associate to select the area.

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Figure 5-83 Select area to move item to

In the Row, Column, Height fields, you can enter the exact storage location for the item in the area, if necessary.

5 If a different profile should be assigned to the wastes at the new location, click Select for the On-Site Profile field. Find the new profile to assign and click Associate.

6 Set the Container Status from the dropdown list.

7 If there are no discrepancies to report, uncheck the On hold box.

If there are discrepancies, choose the appropriate Discrepancy Detail box (Weight, Contents or Other). Enter any desired notes. Note that you can edit the quantity and unit of measure fields directly.

You can also choose to Reject an item, or keep it On hold. See Rejecting a Shipment, page 5-64.

Note Keeping an item “on hold” will cause the entire shipment to be on hold until all line items have been accepted.

8 Select the Item Cost Detail tab to edit cost details for the item.

In the Item Cost Detail tab you can edit any costs related to this item. Edits made here will also flow to the final shipment costs.

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Figure 5-84 Cost detail for receiving item

9 Click Save to save edits to this receiving item. (Use the Save button at the bottom or the Save link at the top of the page.)

You are returned to the Manifest Detail tab for the shipment.

The item state should show Accepted in the summary table. If the status has not change to Accepted, check that you have:

Entered a Date Accepted.

Selected an Area to move the item to in the Move To field.

Unchecked the On hold status box.

10 Select another inventory item from the Receiving Items list and repeat the process to record the receiving details for each item in the shipment.

Be sure to uncheck the On hold box if you want to complete the receiving process immediately. The shipment status will be “on hold” until all items have either been accepted or rejected.

When all items have been accepted, you can proceed to the final cost details for the shipment. Select the Cost Detail tab to edit cost details for the shipment.

See Edit Shipment Cost Details, page 5-57 next.

Related Topics:

Shipment Receiving, page 5-47Receiving a Shipment, page 5-48Accept/Edit Shipment Inventory Items, page 5-53Edit Shipment Cost Details, page 5-57Receiving Into Tanks, page 5-56Rejecting a Shipment, page 5-64

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Receiving Into TanksCertain shipping inventory may be received into a tank. This applies only to line items that have been added to a shipment by Tank, by Profile or Manual. If the contents may be received into a tank, you will have the option to select either Area or Tank for the destination.

To receive a shipment or a line item into a tank:

1 On the Shipment Receiving form, in the Manifest Detail tab, select the inventory item and click Accept Item.

2 On the Item Detail page, enter the Quantity.

The quantity must be within +/- 10% range.


4 For the Destination, select Tank.

Note This option is only available for line items that have been added to a shipment by Tank, Profile or Manual.

Figure 5-85 Receive inventory to tank

5 For the Move To field, click Select and in the Tank Search window, select the tank to move the content to.

6 Set the Container Status from the dropdown list.

7 If there are no discrepancies to report, uncheck the On hold box.

If there are discrepancies, choose the appropriate Discrepancy Detail box (Weight, Contents or Other). Enter any desired notes. You can also choose to Reject an item, or keep it On hold. See Rejecting a Shipment, page 5-64

Note Keeping an item “on hold” will cause the entire shipment to be on hold until all line items have been accepted.

8 Select the Item Cost Detail tab to edit cost details for the item.

9 Select Save to save the line item.

Proceed to accept the shipment as detailed in Accept/Edit Shipment Inventory Items, page 5-53.

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Related Topics:

Accept/Edit Shipment Inventory Items, page 5-53Edit Shipment Cost Details, page 5-57Rejecting a Shipment, page 5-64

Edit Shipment Cost DetailsAfter you have accepted all items in a shipment, you can proceed to the total cost details for the shipment, where you can make any necessary adjustments and provide financial details.

To edit final shipment cost details:

1 In the Shipment Receiving form, select the Cost Detail tab to edit cost details.

The total shipment costs are calculated from each line item. Review and edit the cost details if necessary.

2 In the Cost Detail tab, enter any cost adjustments.

In the Adjustment (%) box you can enter a percentage as an add-on adjustment to the Receiving Costs.

Enter descriptions of any surcharges and adjustments.

3 Enter the Financial Details on the bottom of the form, including invoice details and disposal and transportation payments.

Figure 5-86

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Before saving the shipment receiving form, be sure you have completed the Date/Time Received field on the Main tab if you want to finalize the shipment receiving. You may also note any discrepancies in the Discrepancy box on the Main tab.

4 Click Save to save all change to the Shipment Receiving form.

If all fields are complete, a message informs you that the shipment status has now been changed to “pending” and you are returned to Shipment Receiving Manager.

If a message informs you that the shipment has been saved, but no status change is noted and you are not returned to Shipment Receiving Manager,, you have not completed all required fields. You must check that the status of each shipping item is Accepted and that the Date/Time Received for the shipment is completed on the Main tab.

Once all items have been accepted and the shipment is saved, the items moved into inventory will appear in the new area. To complete the shipment documentation process, go to Shipment Return Manager.

Related Topics:

Shipment Returns, page 5-59

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Shipment ReturnsShipments with the status “pending return” are awaiting the return of the shipping manifest in order to be completed. When the manifest is returned, the shipment can be processed through Shipment Return Manager.

To process a shipment manifest return:

1 From the Shipment Manager button menu, select Shipment Return Manager.

Figure 5-87 Access Shipment Return Manager

Shipment Return Manager shows shipments that are currently pending return. Use the search function to find a specific shipment.


2 Right click the shipment you want to process and choose Edit from the popup menu.

Figure 5-88 Edit shipment in Shipment Return Manager

3 On the Main tab, enter the Date of Manifest Return.

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Figure 5-89 Enter Date of Manifest Return

4 Select the Manifest Detail link or click the Next button to proceed to the Manifest Detail tab.

The manifest summary shows all items in the shipment. The line item number to which each item belongs is shown in the Line # column.

The status of all items is Pending until they are accepted. You need to review the manifest, accept or reject all items, and note any discrepancies.

Figure 5-90 Return Manifest Detail

View related line item information by selecting an item and clicking one of the following:

View Shipment Detail: Shows details for the line item to which the selected receiving item belongs.

View Incoming Approval: Shows details of the Approval relating to the line item (contains cost records and shows associated profiles).

View Incoming Profile: Shows details of the waste profile associated with the line item.

5 To accept the manifest detail as shown, click the Accept All button. The status of all items will change to Accepted.

If you need to record any shipment descrepancies, reject any items, or adjust costs for individual items, you must select the item individually and click Accept. This will alow you to edit the details for the item before accepting it. See Editing the Manifest Return, page 5-61.

6 Select the Cost Details link (or select Next) to review the final shipment cost details.

Review and edit the cost details if necessary.

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Figure 5-91 Return cost detail

Before saving the shipment return form, be sure you have completed the Date/Time Received field on the Main tab if you want to finalize the shipment receiving. You may also note any discrepancies in the Discrepancy box on the Main tab.

7 Click Save to save the shipment return information. (Use the Save link at the top of the page or the Save button at the bottom.)

If all information is complete, a confirmation message appears informing you that the shipment status has been changed to Archived. Click OK to close the dialog. You are returned to the Shipping Return Manager list.

If a message informs you that the shipment has been successfully saved, but no status change is noted and you are not returned to the Shipping Return Manager, you have not completed all required fields to finish the return. All items must be accepted or rejected and the Date of Manifest Return must be entered for the shipment to complete the process.

Once the shipment has completed the return process and been archived, it can be accessed through Shipment Manager.

Related Topics:

Editing the Manifest Return, page 5-61

Editing the Manifest Return

To edit manifest details on the shipping return form:

1 In the Manifest Detail tab, select the button for an item and click the Accept button.

Note If the item has already been accepted, clicking the Accept button will allow you to edit its details.

2 Enter the Date Accepted (defaults to today’s date).

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When accepting a line item, you have the opportunity to edit the weight or volume. The original quantity in weight or volume is shown. You may edit both weight and volume for the item. The current quantity is re-calculated only when the original UOM is changed (see Create a Shipment). For example, if the original UOM for the line item is pounds, then adjustments to the weight field will cause the Current Line Item quantity to be recalculated. Editing the volume will not cause the calculation to be adjusted.

Figure 5-92

If the Volume entered differs from the calculated value (using the density of the original line item), the calculated value is displayed in red beneath the field to indicate the suggested volume.

If either the weight or volume of the current line item exceeds +/- 10%, a message is displayed.

Figure 5-93

3 Select the Ultimate Disposal Facility, the Final Management Method, and the Certificate of Disposal Date, if applicable.

Note any Discrepancy Details if necessary by checking the appropriate boxes and adding comments.

4 Check the On Hold box to put the item on hold, or Reject to reject it. The status of the item will change accordingly. See Rejecting a Shipment, page 5-64.

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To review or edit cost details, select the Item Cost Detail tab (or click Next). Edit the cost details for this item as necessary. Adjustments will flow to the total shipping cost details.

5 Click Save.

The status of the item changes to Accepted in the Manifest Detail summary table.

Repeat the process for each item in the shipment.

Figure 5-94 Return items accepted

6 When all items have been accepted or rejected, click Next or select the Cost Details link to review the final shipment cost details.

Adjustment made to individual item cost details should be reflected in the final shipment costs. Review and edit the cost details if necessary.

Figure 5-95 Return cost detail

7 Click Save to save the shipment return information. (Use the Save link at the top of the page or the Save button at the bottom.)

If all information is complete, a confirmation message appears informing you that the shipment status has been changed to Archived. Click OK to close the dialog. You are returned to the Shipping Return Manager list.

If a message informs you that the shipment has been successfully saved, but you are not returned to the Shipping Return Manager, you have not completed all required fields to finish the return. All items must be accepted or rejected and the Date of Manifest Return must be entered for the shipment to complete the process.

Once the shipment has completed the return process and been archived, it can be accessed through Shipment Manager.

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Related Topics:

Shipment Returns, page 5-59Rejecting a Shipment, page 5-64

Rejecting a ShipmentTo reject items from a shipment from either Shipment Return or Shipment Receiving Manager, it is necessary to edit the line item details for each item you want to reject individually.

To reject shipment items:

1 In the Manifest Detail tab, select an item and click Accept.

The line item details page opens, where you may edit the item.

2 Check the Reject box. Then Save.

The status of the item changes to Rejected in the manifest.

Items rejected from a shipment are returned to the original Generator and Area. The status of these items will be Rejected by TSDF.

Rejected items that did not originate from an Area in the system are not stored in the system except as part of the shipment record. This includes:

Items added to a shipment By Profile

Items added to a shipment By Manually

The records for these items are created at the time of shipment, so they have no prior association with an Area to which they can be returned.

To keep a system record of rejected items that did not originate from an Area in the system in order to use them in other transactions, you must recreate them within the target storage Area.

Related Topics:

Editing the Manifest Return, page 5-61Accept/Edit Shipment Inventory Items, page 5-53

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6Reports

Reports Overview 6-2

Regulatory Reports 6-4

Report Manager Reports 6-10

Create System Reports 6-15

Standard Report Types 6-23

Managing Report Folders 6-27

Managing Report Permissions 6-31

Reports Enviance Waste Manager

Reports OverviewA number of different types of reports are available for running from the system. Reports fall under the following categories:

Regulatory Reports: These reports include standard regulatory reports for filing. Data stored in the system is used to automatically populate the fields on the standard report form (in pdf format). The standard regulatory reports can be accessed from the main menu of the Report Manager button.

Figure 6-1 Regulatory reports

Library Reports: These reports, found in Report Manager, have been specifically configured for your system to model the types of reports your organization commonly uses, extracting the data from the Enviance System. Reports may be output in HTML or Excel format. Reports stored in Report Manager can be run by users who have been given View permissions on the reports. Report criteria may be edited by users with Modify permissions on the report.

The pre-configured library reports that are available for you to run are usually set up by your system administrator or Enviance consultant. To view the available library reports, select the Report Manager button. The folders and reports to which you have permissions are displayed.

Figure 6-2 Report Manager

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Enviance Waste Manager Reports

Ad Hoc Reports: Ad hoc reports may also be created by users who have the appropriate user rights. The types of ad hoc reports that may be run are found in the New submenu from the Report Manager button.

Figure 6-3 Ad hoc reports available for creation

Custom Reports and Excel PivotTable Reports: Custom reports may be developed for your system by Enviance developers. Capabilities include Excel Template reports, which allow for better formatting of data, and Excel PivotTable Reports, which allow dynamic interaction with data to summarize, analyze, explore, and present summary data. Work with your Enviance representative to develop the custom reports you need.

See Also

Browse Report Folders, page 6-10Search Reports, page 6-11Report Manager Reports, page 6-10

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Regulatory ReportsA number of standard regulatory reports may be run from the system and generated in PDF format for printing or filing. Data stored in the system is used to automatically populate the fields on the standard report form.

Regulatory reports available include:

Biennial Report

PCB Reports

PCB Annual Document Report

Received PCB or PCB Items

Shipped PCB or PCB Items

Hazardous Waste Generator Fee Reports

Schedule B - Fees Summary Sheet

Schedule G - Generator Fee Schedule

Hazardous Waste Generator Fee Prepayment

Hazardous Waste Generator Fee Return

Tax Report

Texas STEERS

Waste Reduction Reports

Waste Reduction - SPR (SB-14) Report

Waste Reduction Goal Report

The regulatory reports can be accessed from the main menu of the Report Manager button.

Figure 6-4 Regulatory reports

These reports need to be enabled in your system in the System Preferences page.

To make the regulatory reports you want available in your system:

1 On the Admin/Security Manager menu, select Preferences Page.

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2 In the System Reports section, check the boxes for the reports you want to generate.

3 Click Save to save your preferences.

You may need to refresh the browser (or log out and log back in) to see the reports you’ve selected on the Report Manager menu.

Generate a Regulatory ReportTo run a regulatory report, you will need to select the report criteria, preview the report, then generate a PDF file which you can save for printing and filing. The options available and criteria needed to run the report will depend on the type of report.

General instructions for generating a regulatory report:

1 From the Report Manager main menu, select the report you want to run.

2 Select the date(s) to include in the report.

Other variables for the report will depend on the type of report. For instance, you may need to select the Generator for which you want to run the report.

3 Select Next.

A preview of the report appears. If you need to edit the report variables, click Back. You can also add or edit the information shown in the report.

4 When you are satisfied with the report output, select Generate to generate the report in PDF format.

5 In the File Download dialog, click Save. Choose a location to save the file and rename it as desired.

After saving, you can open the PDF file with Adobe Acrobat for printing.

Biennial ReportThis report is designed to meet the EPA criteria for the RCRA Biennial Report.

The Biennial Report page shows all the facilities in your system. Data can be calculated for each facility as needed. When calculated, the Acute and Hazardous Waste data is shown on the page. The Calc On column shows when the data was last calculated. The Run On column shows when the Biennial Report was last run. To protect against accidental recalculation, you can also lock the data after generating your report.

To calculate data for a facility:

1 Click the Select box for the facilities you want to calculate. A maximum of three facilities may be calculated at once.

2 Select Calculate.

The results will be shown in the table.

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After verifying the data or filing the report, you lock the data. Data can easily be unlocked when necessary, but locking will serve as a check against accidental recalculation after a report has been filed.

To lock calculated data:

1 Select the Lock link for the facility.

To unlock locked data, click Unlock.

Generating the Biennial ReportYou can generate the Biennial Report as a pdf for printing or filing, and also as electronic files for electronic submission.

Before generating the final report, it is recommended that you check your data by first generating an Audit Report, which allows you to view all the underlying data included in the Biennial Report. Also, you can generate a draft PDF (with a “Draft” watermark) for distribution, review, and correction.

The following instructions include both these recommended steps.

To generate the Biennial Report

1 Select Biennial Report from the Report Manager menu.

2 Set search criteria and click search to filter for the facilities you want to report on.

3 Select the reporting year from the dropdown list at the top of the page.

4 Select one facility and click Edit Settings.

The facility information for Sections 7-9 (facility address, contact, owner of record, etc.) is then available for editing.

Click Save after editing settings. Settings will persist within the year. However, you will have to edit settings each year.

If you are generating the report for more than one facility, edit settings for each facility.

5 Click Audit Report to generate an audit report first. (You can do this for all facilities, or each facility individually.)

Click Save to save the Excel file to your computer, then open the report.

The Audit Report gives you the opportunity to review all data and correct any errors before generating the final report. Check that the number of shipment lines appear to be correct. If there are materials on the report that should have been excluded (such as PCBs or recycled materials), check the box on the Profile (Regulatory page) to exclude them from the report. For more information, see Audit Report.

6 To continue with the Biennial Report, select the facilities to report on. If Form OI is required, check the Form OI box.

7 Click View.

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The RCRA Subtitle C Site Identification Form is presented. Information stored in the system is transferred to the form. You will need to complete the rest of the required information.

To check entries for completeness, click Generate at the bottom of the form. Any missing or incorrect data will be flagged in red on the form. If entries are complete, but some information is invalid, you will see Invalid Messages at the bottom of the form. If the PDF Report Manager popup appears, then information is considered complete. However, you can Cancel and generate a draft report for review first.

8 Click Create Draft PDF Report.

This will ignore data inconsistencies or the lack of data and still create a draft facsimile of the report based on the current state of your data.

Review the draft report for any corrections you need to make before generating the final report.

9 When you are ready to generate the final report, return to the Biennial Report view. If you want to generate both a .pdf and electronic files for submission, specify a document folder in which to save the electronic files, and a name for those files in the Electronic Files section at the bottom.

10 Click Generate.

If no invalid entries are found, the PDF Report Manager popup will appear.

11 Click Generate Report.

12 Click Save. Then choose where to save the report on your computer.

After the file has downloaded, you can open it with Adobe Acrobat for viewing and printing.

Audit ReportThe audit report is designed to allow you to review the underlying data that is used to construct the Biennial report. The Biennial Report groups generation and shipment data by waste description (profile), waste codes, management method, and other regulatory codes.

The key to understand the audit report is that it is designed to show you both the underlying data from your system and the reported Biennial data. Therefore, wherever multiple manifests or manifest lines are used to construct the Biennial, it repeats the Biennial data multiple times. Therefore you have to be careful adding up or grouping columns on this report.

For example, if Page 20 of the manifest was created from three 200 pound shipments of material X to the same TSDF, the spreadsheet will show three lines, each associated with Page 20 of the Biennial, and each showing 600 pounds Total Quantity on the Biennial. Each line will have only 200 pounds sent and returned.

The Excel file has three worksheets:

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Form GM shows the underlying data associated with Form GM (generation). It shows the container data for containers still in inventory and shipment data for materials that have been shipped.

Form WR shows wastes received. If you are a generator only, the form will have no data.

Form OI shows the associated facility data for transporters, TSDFs, etc.

PCB ReportsPCB Reports include:

PCB Annual Document Report

Received PCB or PCB Items

Shipped PCB or PCB Items

Hazardous Waste Generator Fee ReportsIncludes:

Schedule B - Fees Summary Sheet

Schedule G - Generator Fee Schedule

Hazardous Waste Generator Fee Prepayment

Hazardous Waste Generator Fee Return

Tax Report

Texas STEERSThe STEERS (State of Texas Electronic Environmental Reporting System) is available for facilities in this state. The report needs to be enabled in your system in the System Preferences page.

To make the STEERS report available in your system:

1 On the Admin/Security Manager menu, select Preferences Page.

2 In the System Reports section, check the box for Texas STEERS.

3 Click Save.

To run the STEERS Report:

1 On the Report Manager menu, select Texas STEERS.

2 Enter a date range (to select a set of shipments), and select the Generator(s) you want to report.

3 Click Submit.

The report is displayed in the browser. Review the results to ensure it includes the data you want.

4 Click Generate Text File.

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5 Click Save, then choose a location on your computer or network to save the file.

The file is generated in CSV format (comma-delimited text file).

Information on preparing and submitting this report can be found at:

Texas STEERS Help Main Menu

Industrial and Hazardous Waste Importing

Waste Reduction Goal ReportFor the Waste Reduction Goal Report only, you may also choose to save the report criteria as a library report, in the same manner as an ad hoc report.

To save the Waste Reduction Goal Report:

1 First, define the report criteria as desired.

2 Enter a name for the report and choose a folder to save it to.

Optionally, enter a description.

Figure 6-5 Save report to folder

3 Click Save.

6-9

https://www6.tceq.state.tx.us/steers/help/main.html

https://www6.tceq.state.tx.us/steers/help/ihw/import.html


Report Manager ReportsReport Manager shows the pre-configured library reports you have permission to access. Reports may be organized in a folder structure. You can browse the folders or use the search to find the reports you want.

These reports have been specifically configured for your system by your administrator or Enviance consultant.

To view the available library reports, select the Report Manager button. The folders and reports to which you have permissions are displayed.

Figure 6-6 Report Manager

Browse Report FoldersReports may be organized in a folder structure. The Folder dropdown list in the Search section shows all the folders and subfolders available to you.

To browse the report folders to find or view reports:

1 Select a folder from the Folders list and click Search. You can access both main folders and subfolders quickly from this list.

Alternatively, select a folder name in the display table to open the folder.

6-10


Figure 6-7 Open report folder

The reports and subfolders in that folder are displayed. The current folder is always displayed in the Folder list.

See Also

Search Reports, page 6-11Report Manager Reports, page 6-10

Search ReportsThe report search function allows you to search for reports by various criteria.

Select a folder from the Folder list if you want to limit the search to a specific folder.

To search reports:

1 In the Report Manager search, select a folder to search, or set the Folder selection to the root folder (\ ) to search all folders.

2 Select the remaining search criteria, as applicable.

Object Type: Choose whether to search for a report or a folder

Report Type: Choose the report type from the list.

Enter key word(s) to search for in either the Name or Description field.

Optionally, you can filter by the date the report was created or was last run.

3 Select Search.

The search results show all reports matching the criteria.

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Figure 6-8 Search Reports

Results may be sorted by any column by clicking the column head. Click again to change from ascending to descending.

Select a page number to go to a results page, or increase the number of results per page to see more results on the page.

See Also

Browse Report Folders, page 6-10Report Manager Reports, page 6-10

Run ReportsYou can run most pre-configured reports in the report library simply by selecting the dates, the applicable system objects (if necessary), and the output format.

To access and run reports, you must have permissions on the report or the report folder. (Only View permissions are necessary to run a report.) You must also have permissions on the objects to be included in the report.

Note To ensure optimal system performance, report data is updated at regularly scheduled intervals throughout the day, depending on your system requirements and configuration. Therefore, data included in a report will include only data entered before the last update; data entered very recently (within the last few hours) may not be included.

To run a library report:

1 Select the Report Manager button to open Report Manager. Browse the report folders or search to find the report you want to run.

2 Select the report name from the results list.

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Figure 6-9 Select report to run

Alternatively, right click ad choose Run from the popup menu.

Figure 6-10 Context menu for reports

A new window opens in which you can select the criteria for the report.

Enter dates to include in the report, if applicable. When no hour is specified with the date, the time is assumed to be 00:00.

Note The report type determines which fields are filtered by the date range. For example, a System Attribute Report filters on Active and Inactive dates of system objects, while a Task Report filters on Task Due Date.

System Objects (Generators, Units and Areas)

If the report allows you to choose the system objects to report on, only the system objects that you have permission to view are shown for selection. Select the objects you want to include in the report and click Add to add them to the lower box. You must select at least one object to report on. (If you only have permission to one system object, the object will be pre-selected.) See Select Objects to Report On, page 6-18.

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Figure 6-11 Object to report on is pre-selected according to permissions

Output Format

HTML: View the output directly in the Web browser.

Excel: Export the data in Excel format. You may choose to view the file directly, or save the file to your computer.

3 Select Run Report.

If HTML output format is chosen, the report will display directly in the web browser.

If Excel format is chosen, a dialog appears in which you can choose either to view the file directly or download it to your computer.

See Also

Browse Report Folders, page 6-10Search Reports, page 6-11

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Create System ReportsUsers with the appropriate permissions may create new reports from the standard ad hoc report types. Reports may then be saved in the report library so that they may be run as needed.

Note To run a report, only View permission is required on the report or its folder. To edit a report or create a new report, Modify permission is required.

With Modify permissions on a report folder, you may create new reports and edit any existing reports in that folder. The reports are then available to be run with the criteria you selected by any user who has View permissions on the folder.

Important In order to apply permissions and ensure proper report security, reports should not be created in the root level. Reports should only be created in folders and subfolders.

When you create or edit a report you determine:

The objects to report on

Properties of objects to display

Filtering criteria

Grouping and sorting criteria

Data processing options

Default dates for the report (may be changed by user when run)

Default output format (may be changed by user when run)

See Also

Creating a New Report, page 6-15Copying Reports, page 6-21Editing Reports, page 6-20

Creating a New Report

To create a new report:

1 From the Report Manager menu, select New and select the type of report to create.

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Figure 6-12 Create a new report

2 In the New Report form, specify data selection criteria to include in the report.

The options for constructing your report depend on the report type. The following common options are available (see each for further information):

Select Report Dates, page 6-17Select Objects to Report On, page 6-18Select Attributes to Report On, page 6-19Refine Results by Filtering, page 6-19Select Users or Groups to Report On, page 6-20Select Aggregates to Report, page 6-20Group Report By, page 6-20

3 In the General Report Description section, enter a Report Name and optional Description.

Both the Name and the Description will appear in the list of reports in Report Manager. The description can help users identify the purpose of the report.

A Header and Footer for the report output are optional.

4 Select the folder in which to save the report in Report Manager.


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Figure 6-13 General Report Description

5 Select the Output Format for the report.

HTML: View the output directly in the Web browser.

Excel: Export the data to Excel format. You may choose to view the file directly, or save the file to your computer.

The default format will be pre-selected for users when they run the report. However, users will be able to choose either format.

6 Select Preview to preview the output if you wish.

The report preview will appear in a new browser window. (If you chose Excel format, you will have a choice of opening or saving the report to a file.) You can then edit the report to refine the output before saving if desired.

Note To preview the report, it may be necessary to select dates to include in the report. If you do not want to have default dates selected when users run the report, clear the date fields for the report before finally saving the report.

7 Select Save to save the report when you are satisfied with the output.

The report will appear in the report list in the current folder.

See Also

Editing Reports, page 6-20Copying Reports, page 6-21Moving Reports, page 6-22

Select Report DatesTo filter report output by dates, select the Date From and Date To. The selected dates become the default dates for running the report, unless the date fields are cleared before the report is saved. However, users may choose their own dates when they run the report.

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Figure 6-14 Select dates for report

Select Objects to Report OnSelect a parent object and its child objects will appear in the adjacent boxes. Select objects from the adjacent boxes to narrow your selection, or select just the parent object to include all children. Click Add to add the highlighted object to the Selected Objects list.

To delete objects, select the object in the Selected Objects list and click Delete.

To clear objects from the adjacent selection boxes and return to the initial selection mode, click Reset.

Figure 6-15 Select objects to report on

In some reports, you only need to select a single object type, such as the Generator to report on. Select the object(s) from the object list and click Add to add to the Selected Objects box.

Figure 6-16 Select objects to report on

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Note Only those objects to which you have permission are shown in the selection boxes.

Select Attributes to Report On

Select an object type, then select the properties of that object to include in the report using the > button to them to the Selected Attributes list.

Figure 6-17 Select attributes to include in report

To re-order the properties for display: Select an attribute and use the Up and Down buttons to change its display order.

To sort by a property: Select the attribute in the Selected Attributes box, then check the Sort box. Choose the Ascending or Descending option. Attributes for sorting are shown in red in the list. When sorting on more than one attribute, the sort order is the same as the order of the attributes: the first attribute in the list is the first sort criteria, etc.

Select a Unit of Measure for numerical data in the report, if applicable.

Refine Results by FilteringTo refine results by filtering on attribute values, select an attribute from the list, then choose an operator and a value to filter by. You may combine filters with AND/OR.

Note Only one logical operator may be used; you cannot combine AND and OR filters.

Figure 6-18 Refine data filter

To filter on a Boolean value (true/false checkbox), the value should be “1” for true (checked), and “0” for false (unchecked).

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To search by word, use the "=" Operator and include asterisk(s) with the value, as follows: word* (begins with "word"), *word (ends with "word"), *word* (includes "word").

Select Users or Groups to Report On

Select the users or groups from the available list and use the > button to move them to the Selected box.

To report on all users, leave selections blank.

Figure 6-19 Select users or groups to report on

Select Aggregates to ReportYou can select aggregate data to include in a report, when available. These are the calculated data fields. Totals will be output once at the end of the report. Subtotals will be output at the end of each grouping.

Figure 6-20 Select aggregate data to report

Group Report ByYou can choose an object or item to group report results by. For example, in a Shipment Report, you may group shipments by Profile, Generator, Vendor, TSDF or Waste Type.

Figure 6-21 Group report by item

Editing ReportsIf you have Modify permission on a report or report folder, you may edit the report criteria, as well as change the name, description and location of the report in Report Manager.

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Caution If a report, as originally created, includes data for system objects to which you do not have access, a message will appear informing you that one or more system objects have been filtered due to your permissions. If you continue, saving the edited report with the same name will cause those objects to be removed from the report. Save the copy under a new name or create a copy to avoid overwriting the original report.

To edit a report:

1 In Report Manager, right click the report and select Edit from the popup menu.

2 Edit the report criteria as desired.

For information on the different options in the report form see:

Select Report Dates, page 6-17Select Objects to Report On, page 6-18Select Attributes to Report On, page 6-19Refine Results by Filtering, page 6-19Select Users or Groups to Report On, page 6-20Select Aggregates to Report, page 6-20Group Report By, page 6-20

3 In the General Report Description, you can edit the report Name, Description, and Header and Footer information.

To save the report to a different folder, you can choose a folder from the dropdown list.

4 Select Save.

The report is saved with the new report criteria.

See Also

Browse Report Folders, page 6-10Copying Reports, page 6-21

Copying ReportsWhen you create a copy of an existing report, all selection criteria set in the original report is identical in the copy. You can then edit the new report to change the data selection criteria, if you wish.

Permissions on the original report are not copied. The report will inherit all the permissions set on the parent folder in which it is saved. You can save the copy to the same folder (with a new name) or to a different folder.

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To create a copy of a report:

1 Right click the report name in the list in Report Manager and choose Copy.

Figure 6-22 Copy a report

2 Rename the report as desired.

3 Choose a folder to copy the report to.

Figure 6-23 Copy report to new folder

4 Select Copy.

A confirmation message appears, informing you that the report has been copied.


See Also

Moving Reports, page 6-22Setting Permissions on Reports, page 6-34

Moving ReportsYou can move reports from one folder to another by editing the report and choosing another folder to save it to.

To move a report to a new folder:

1 In Report Manager, right click the report and select Edit.

2 In the General Report Description, choose the new folder from the Folder list.

3 Select Save.

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Standard Report TypesStandard report types includes the following:

Task Report, page 6-23Security Report, page 6-23Waste Management Detail Reports, page 6-25Shipment Reports, page 6-26

Task ReportA Task Report displays information about tasks, including task schedules and task status. The Task Report designer allows you to create reports on tasks for particular objects, or for tasks assigned to specific users or groups. Tasks can be listed by location, assignee, completion status, due date, and many other grouping methods.

For example, a report could be created to lists all overdue tasks for a specific facility, assigned to a specific user, and due during a specified time frame.

Each row of the Task Report represents one task. The columns of a Task Report show the selected task attributes or attributes of the object associated with the task.

Figure 6-24 Sample Task Report

Security ReportSecurity reports are used to obtain an overview of the rights and permissions assigned to system users and groups.

Two types of security reports may be created: Security Report by Rights or Security Report by Permissions.

Security by Rights: Shows all system users and/or groups with a list of the rights assigned to each.

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Security by Permissions: Shows system objects with a list of users and/or groups and the read/write permissions assigned to each for the object.

Security Report by Rights

This type of report will show all users or groups with a list of their rights. The report may be grouped and filtered by rights.

Rights define which parts of the application are available to a user. Rights give access to system-wide functions. For example, to create or edit task templates, you must have the Manage Task Templates right.

You can create a Security Report by Rights to:

See what rights are assigned to specific users (for example, which users have the rights to Manage Task Templates).

See which users or groups have which system rights.

Figure 6-25 Example of a Security Report by Rights

Security Report by Permissions

This type of report creates a record for each system object with a list of the users who have access to the objects and their permissions.

Permissions define the read/write privileges users have with system objects. For example, to enter data on a Requirement, you must have View/Enter Data permission on the Requirement (or its parent object).

You can create a Security Report by Permissions to:

See which users have access to which objects, and the type of access (for example, who has View/Enter Data permission for a specific Facility, Unit, POI or Requirement)

See the list of permissions assigned to specific users or groups.

6-24


Figure 6-26 Example of a Security Report by Permissions

Waste Management Detail ReportsThe following types of reports are available to report on waste managment details:

Approval Report View data related to Approvals, including associated profiles and cost records.

Audit Report Conduct an audit of your system which shows actions taken, time and date and users making the transactiom.

Batch Report View activities related to Batch operations.

Company Report View data related to Laboratories, TSDFs, Transporters, or Vendors in the system. Include Contact info and affiliations.

Destruction Report View summary data for wastes destroyed in destruction transactions.

Disposal Report View disposal data for one or more Generators, including data related to shipments and shipment costs and TSDF.

Generator Report View data for one or more Generators. Include selected properties of Units, Areas, Tanks, and Contacts.

Inventory Report Report on inventory in one or more Areas and/or Generators. Include aggregate data. May be grouped by Location or Profile.

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Shipment ReportsFour types of reports are available for help track shipments:

Profile Report View data for waste profiles associated with Generators. Include properties such as waste codes, hazardous class, constituents, chemicals, and Approvals associated with the profiles.

Sample Report View data for samples. In addition to viewing the samples and analytical data, you can include properties of associated Generators, Containers, Spills, Equipments, Tanks, Laboratories, Samples, and Analytes.

Spill Report View data related to Spills. Include associated Generator, Container, Equipment, Profile, Sample, Shipment and Vendor.

Tank Report View data related to Tanks. Include tank inventory, maintenance history, measurement history and associated waste profile.

Waste Report View numerical data for wastes by Generator and Areas. Include selected properties of waste profiles, content history, inventory items, container, equipment, and tanks. Include aggregate data.

Shipment Report View data for shipments, including properties of inventory items and line item information (including costs, waste description, etc.).

Shipment Receiving Report

View data for shipments received at a Generator/TSDF in the system. Include overall Shipment Receiving information and specific information for receiving items.

Shipment Reconciliation Report

View data for shipment reconciliations, including overall Shipment Reconciliation information, and specific information for line items.

Shipment Return Report

View data for Shipment Returns, including overall Shipment Return information and specific information for line items.

6-26


Managing Report FoldersThe library of reports for your system can be organized in any number of folders and subfolders. When you create your report folders, you should consider both your organization and security needs.

Folders should be set up in Report Manager in a manner that facilitates granting permissions to specific users and groups to the reports they need. Permissions and may then be set on an entire folder, and inherited through subfolders.

Any user with Modify permission on a folder may then create and manage subfolders and reports in that folder.

Important In order to apply permissions and ensure proper report security, reports should not be created in the root level, as permission cannot be applied on the root level. Reports should be stored in folders and subfolders and permissions can then be applied at folder level.

See Also

Creating Report Folders, page 6-27Editing Report Folders, page 6-28Copying Folders, page 6-29Moving Folders, page 6-30Managing Report Permissions, page 6-31

Creating Report FoldersUser with Modify permissions on a folder may create and edit subfolders within that folder.

Note You can create subfolders in any folder for which you have Modify permissions. However, to set permissions to the folders you create, you must have the Manage Reports right.

To create a new report folder:

1 Right click in the reports display table and choose New > Folder.

2 Enter a Name for the new folder and a Description (optional).

3 Choose a location in which to create the new folder.

The current folder is selected by default.

6-27


Figure 6-27 Create new report folder

4 Select Save.

The Report Manager list refreshes to show the new folder.

See Also

Editing Report Folders, page 6-28Copying Folders, page 6-29Moving Folders, page 6-30Managing Report Permissions, page 6-31Setting Permissions on Report Folders, page 6-32

Editing Report FoldersThe following editing functions are available for folders:

Edit folder properties (name or description)

Rename a folder

Move a folder to a new parent folder

To edit folder properties:

1 Right click the folder in the display table and choose Edit.

Figure 6-28 Edit report folder

2 Edit the name or description as desired.

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Figure 6-29 Edit report name or description

If you want to move the folder, choose a new parent folder from the list.

3 Click Save.

See Also

Copying Folders, page 6-29

Copying FoldersYou can make a copy of a folder along with all its contents and save it as a new folder. When you copy a report folder, all subfolders and reports within the folders are copied. Permissions are not copied. The permissions on the new folder will be inherited from the new parent folder.

To copy a folder:

1 Right click the folder name in the list in Report Manager and choose Copy.

2 Enter a new name for the folder.

3 Choose a parent folder to copy the folder to from the list.

Figure 6-30 Copy report folder

4 Click Save.

See Also

Editing Report Folders, page 6-28Moving Folders, page 6-30Managing Report Permissions, page 6-31Setting Permissions on Report Folders, page 6-32

6-29


Moving FoldersYou can move a folder to a new location. When you move a folder, all of its contents are moved along with it, and the original permissions on the folder are retained.

To edit folder properties:

1 Right click the folder in the display table and choose Edit.

Figure 6-31 Edit report folder

2 Choose the new parent folder from the Folder list.

Figure 6-32 Edit report name or description

You can edit the name and description as desire.

3 Click Save.

See Also

Creating Report Folders, page 6-27Editing Report Folders, page 6-28Copying Folders, page 6-29Managing Report Permissions, page 6-31Setting Permissions on Report Folders, page 6-32

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Managing Report PermissionsReport permissions control which users can view or modify reports stored in Report Manager. Report permissions are in addition to the permissions granted to users for system objects.

In order to set permissions on reports or report folders, you must have the Manage Reports right. See User Rights, page 6-3.

Within Report Manager, permissions can be assigned in the most efficient manner by applying them to folders. However, you can also assign permissions to individual reports if necessary.

Report permissions include both View and Modify permissions.

Users with View permissions on a folder and the reports it contains can:

Run reports. (may only choose variables presented on the Run Report page, such as report dates and output format)

View properties of reports.

Users with Modify permissions on a folder and the reports it contains can:

Update a report (modify the report criteria) and save it as a new version.

Create new reports.

Create subfolders.

Copy, move or delete a report or subfolder.

See Also

Viewing Report Permissions, page 6-31Setting Permissions on Reports, page 6-34Setting Permissions on Report Folders, page 6-32

Viewing Report PermissionsAdministrators and users with the Manage Reports user right may view and set document permissions.

To view permissions on a folder or report:

1 Right click the name of the report or subfolder and choose Permissions.

Figure 6-33 View permissions on report folder

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The Report Permissions Editor opens. Groups and users with current permissions on the folder or report are shown at the top of the page with their assigned permissions.

Figure 6-34 Permissions for folder

See Also

Setting Permissions on Reports, page 6-34Setting Permissions on Report Folders, page 6-32

Setting Permissions on Report FoldersYou can add, delete or modify permissions on any report folder. When you add a new user/group, you may choose whether to apply folder permissions to all reports and subfolders or not.

Note Permissions can be applied or reapplied at the folder level. However the permission settings are saved with each report. Therefore, if new users/groups are added to a folder, permissions must either be applied to all subfolders and reports, or be set on individual reports to allow users to access them.

To set permissions on a report folder:

1 Right click the report folder and choose Permissions.

Or, if the folder is open, click Current Folder Permissions.

The current permissions on the folder are shown. The default permissions are inherited from the parent folder.

Figure 6-35 View permissions on report folder

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2 Add, delete or modify permissions as follows:

To add permissions, select users/groups from the available list at the bottom of the page and click Add. Use Ctrl-click to select multiples.

Figure 6-36 Add users/groups to permission list

The users/groups are then added to the list of permitted users at the top of the page

In the permitted user list check the permissions you want to assign to each user/group:

Allow Run: Users may view folder contents, run reports, and view properties of reports.

Allow Edit: Users may add new reports, add subfolders, and copy or move subfolders and reports within the folder. Users may also modify reports in the folder, unless permissions are set differently on individual reports.

No Access: Prohibit viewing or editing for this user/group.

Check Apply to Child to assign the same permissions to all subfolders and reports contained in the folder.

Important Permissions are inherited by default only when a folder is created. If you edit permissions on a folder, the new permissions will not be inherited by existing reports and folders unless you check Apply to Child before saving.

To delete a permitted user, check the Delete box.

3 Click Save to save the permission changes.

See Also

Viewing Report Permissions, page 6-31Setting Permissions on Reports, page 6-34

6-33


Setting Permissions on ReportsBy default, new reports inherit the permissions set on the parent folder. However, you can modify the permissions for an individual report.

To set permissions on a report:

1 Right click the report and choose Permissions.

Figure 6-37 View permissions on report

The current permissions are shown.

2 Add, delete or modify permissions as follows:

To add permissions, select users/groups from the available list at the bottom of the page and click Add. Use Ctrl-click to select multiples.

Figure 6-38 Add users/groups to permission list

The users/group are then added to the list of permitted users at the top of the page.

In the permitted user list check the permissions you want to assign to each user/group:

Allow Run: Users may run the report and view properties of the report.

Allow Edit: Users may modify, copy, move, or delete the report.

No Access: Prohibit running or editing report by this user/group.

To delete a permitted user, check the Delete box.

3 Click Save to save all your modifications.

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See Also

Viewing Report Permissions, page 6-31Setting Permissions on Report Folders, page 6-32

6-35


6-36

7Tasks

About Task Manager 7-2

How to Access Tasks 7-3

Viewing/Searching Tasks 7-4

Completing or Updating Tasks 7-20

Scheduling Tasks 7-28

Editing Task Setup 7-43

Tasks Enviance Waste Manager

About Task ManagerThe Enviance Task Manager allows you to track and complete tasks to meet compliance requirements. The task-related data monitored in Task Manager can be used when creating reports, such as Title V reports (e.g., Report of Required Monitoring) that call for the combination of numeric data and task-related monitoring details for specific events such as excess emissions.

The Enviance Task Manager is a powerful tool that provides a critical “closing of the loop” function in environmental monitoring. A brief summary of the major features of the Task Manager is presented below.

Tasks can be:

Assigned to individual users, more than one user, or groups

Scheduled for one time performance or recurring performance

Set for different schedules over different periods of time

Associated with more than one system model object (one task for many objects, such as a single task to inspect multiple tanks). Task completion information can be unique to each object or can be entered once and applied to all objects.

Set for multiple tasks for a single system model object (multiple separate tasks performed on the same piece of equipment, such as one task for inspection and a separate task for maintenance of the same equipment)

Set to remind the assignee in advance of the due date by email and/or the system Message Center

Set to notify other users of the task assignment and/or to provide an update of the task status upon completion or upon becoming overdue (via email and/or the system Message Center)

Subdivided into subtasks

Updated or completed quickly using the “Quick Complete” feature

Dismissed by the assignee if performance is not appropriate (such as collection of a storm water sample during a period when no precipitation has occurred)

Task information that is stored includes:

Task name, assignee and assignor

Description

Due date

Completion status, completion date, and completion comments

Time required to complete

Cost to complete

7-2

Enviance Waste Manager Tasks

How to Access TasksYou can access task in many ways in the Enviance system:

Task Manager: View and manage all your tasks, and search for tasks by various criteria. See Viewing/Searching Tasks, page 7-4.

Desktop: When you log in to the Enviance system, a summary of current tasks assigned to you appears on your desktop. See Desktop, page 2-9.

Personal Calendar: Your calendar shows tasks that have been assigned to you, and tasks assigned by you if flagged to “Show in My Calendar.” See Personal Calendar, page 2-3.

System Calendar: The System Calendar shows all tasks for the system, if the option to show on System Calendar was selected when the task was created. See System Calendar, page 7-11.

Object Calendar: Shows all tasks for a system object, if the option to show on Object Calendar was selected when the task was created. See Object Calendar, page 7-13.

Message Center or Email: Task assignments, task reminders, and other types of task notifications appear in your Message Center or are sent to you via email. You can access a task directly from a task notification. See Message Center, page 2-16.

System Model: From the right-click popup menu for any system object you can choose to view tasks associated with that object. See Viewing/Searching Tasks, page 7-4.

7-3


Viewing/Searching TasksTask Manager lets you view, search and filter all of the tasks you have access to. Various functions are available for working with tasks. The tasks you see and the functions available to you depend on your permissions.

You will always see tasks to which you are assigned. If you are the task assignor, you may also see tasks you have assigned. Permission to Create/Modify Tasks may be granted to you for specific system model objects.

Task Manager can be accessed via the Task Manager button on the main menu. You can also access tasks for system objects from the right-click popup menu in the system model.

To view and search all tasks:

1 Select the Task Manager button.

Figure 7-1 Task Manager default view

The default view shows all current tasks for which you are either the assignee or assignor. The Start Date defaults to today’s date, so tasks scheduled from today’s date are shown.

Use the search criteria to expand the results or to search for specific tasks or groups of tasks. See Searching for Tasks, page 7-6.

You can also access the Task Manager from the right-click popup menu on the system tree to search for tasks associated with a specific object.

To view tasks for a specific object:

1 Right click the desired object in the system tree and select one of the following:

Tasks: To view only tasks associated only with this object.

7-4


Tasks (including Children): To view tasks associated with this object and all child objects.

Figure 7-2 Show tasks for selected object

Task Manager appears and displays the appropriate tasks. The Start Date defaults to today’s date, so tasks scheduled from today’s date are shown.

Note You must have View Tasks permission on the object to see tasks for which you are not assignee or assignor.

Use the search criteria to change the date range or to search for specific tasks or groups of tasks. See Searching for Tasks, page 7-6.

Figure 7-3 Task search results showing all tasks associated with an object and its children

The Refine Search for Object (and Children) checkbox is displayed at the top of the search criteria.

To remove the filter:

1 Uncheck the Refine Search for Object (and Children) box, then click Search.

See Also

Searching for Tasks, page 7-6

7-5


Task Icons, page 7-15View Task Summary, page 7-16View Task Properties, page 7-17

Searching for TasksThe Search function in Task Manager allows you to search for tasks by:

Due Date (pre-selected period, or by specific date range)

Task Category

Task name

In addition, you can check one or more boxes to filter for:

My Tasks: Tasks assigned to you

Tasks I Assigned: Tasks for which you are the assignor.

Both: Tasks where you are either the assignee or assignor.

All Users: Tasks for all users (available for Administrators only).

Note Permissions may be granted to you to View Tasks or Create/Modify Tasks for specific parts of the system model.

Figure 7-4 Basic search criteria for finding tasks

Use the search criteria to find tasks in the following ways:

Select Due Date: Search for tasks due today, this week, next week, next two weeks, next four weeks, or last week.

Select a Category: Search for tasks by task status: Complete, Not Complete, Past Due, or Dismissed. Choose All Tasks to ignore this field.

Start date: Search for tasks whose start date is on or after a specified date. The start date defaults to today’s date. If no End date is specified, search is for tasks due from today forward.

End date: Search for tasks whose end date is on or before a specified date. Combine Start and End dates to create a date range and to show recurrent tasks.

Note You must specify both Start and End date to see multiple instances of a recurring task. Unless an end date is specified, only the most current instance of a recurring task is shown.

Show: Choose to show tasks assigned to you, tasks you’ve assigned, or all tasks you have permission to view.

7-6


Tip If you cannot see the task(s) you want to view, modify the default criteria in the search section as follows:

Change the start date entry to find older tasks. (The Start date defaults to today’s date, so you see only tasks from this day forward.)

Select both a Start and End Date to filter by a date range. This also allows you to view multiple instances of recurring tasks.

Select Both to view tasks where you are assignee or assignor. Select All Users to view tasks for all users (Administrators only).

The following task filters are also available from the right-click context menu and may be combined with the search criteria:

Refine Search for This Task

Refine Search for This Task’s Object

Refine Search for Object and Children

Refine Search for Subtasks

See Also

Task Icons, page 7-15View Task Summary, page 7-16View Task Properties, page 7-17

Refine Search for This TaskThis function can be used to search for multiple instances of a recurring task.

To refine search results to include multiple instances of a recurring task:

1 Select the Start date and End date to define the date range to search.

2 From the task search results, select the task you want, right click the task link and choose Refine Search for this Task from the popup menu.

7-7


Figure 7-5 Refining search results to select a specific task

The search results are refreshed, showing results filtered for all instances of the task with due dates within the given range. The Refine Search for Task checkbox appears at the top of the search criteria section.


1 Uncheck the box Refine Search for Task, remove the date filter (if desired), then click Search.

Figure 7-6 Remove task filter

See Also

Searching for Tasks, page 7-6Refine Search for This Task’s ObjectRefine Search for Object and ChildrenRefine Search for Subtasks

Refine Search for This Task’s ObjectUse Refine Search for this Task’s Object option when you want to expand search results to show all tasks associated with the same objects as a selected task.

7-8


To find all other tasks associated with the same object:

1 From the task search results, select the task you want, right click the task link and choose Refine Search for this Task’s Object from the popup menu.

Figure 7-7 Refining search results to show all tasks related to the same object

The search results are redisplayed, filtered for tasks related to the object. The Refine Search for Object checkbox appears at the top of the search criteria section, along with the object path.


1 Uncheck the box Refine Search for Object, then click Search.

Figure 7-8 Removing object filter

See Also

Searching for Tasks, page 7-6Refine Search for This TaskRefine Search for Object and ChildrenRefine Search for Subtasks

Refine Search for Object and ChildrenThe Refine Search for Object and Children option works like Refine Search for Object, except that all tasks associated with the object and any of its children are displayed. (See Refine Search for This Task’s Object, page 7-8.)

Apply the filter by choosing the Tasks (Including Children) option from the right click context menu for an object in the system model tree. You can remove the filter from the Task Manager search section.

7-9


Figure 7-9 Searching for tasks for an object and its children


1 Uncheck the box Refine Search for Object and Children, then click Search.

Figure 7-10 Removing task filter for object and children

See Also

Searching for Tasks, page 7-6Refine Search for This TaskRefine Search for This Task’s ObjectRefine Search for Subtasks

Refine Search for Subtasks

For a parent task with subtasks the right-click menu option Refine Search for Subtasks appears. Use this search option to find the subtasks associated with a parent task.

7-10


Figure 7-11 Find subtasks related to a parent task


1 Uncheck the Refine Search for Subtasks of Task box, then select Search.

Figure 7-12 Remove filter for subtasks

See Also

Searching for Tasks, page 7-6Refine Search for This TaskRefine Search for This Task’s ObjectRefine Search for Object and Children

System CalendarThe System Calendar displays all tasks for the system which have been flagged to appear in the system calendar.

To view the system calendar:

1 Right click the system in the system tree and select System Calendar from the popup menu.

7-11


Figure 7-13 Displaying the System Calendar

The System Calendar shows all tasks that have the Show on System Calendar flag selected. Dates with a box have scheduled tasks. Select a date to show task time schedule. The task icons indicate the task type and completion status. See Task Icons, page 7-15.

Figure 7-14 System Calendar shows all tasks for the system

Note To see and remove items from the System Calendar, you must have Create/Modify Tasks permissions on the system object.

Like your personal calendar, the System Calendar can be displayed in daily, weekly or monthly view.

See Also

Daily Calendar View, page 2-4Weekly Calendar View, page 2-5Monthly Calendar View, page 2-6Object Calendar, page 7-13Personal Calendar, page 2-3View Task Summary, page 7-16Task Icons, page 7-15

7-12


Object CalendarThe Object Calendar displays all tasks for an object in calendar view. The Object Calendar can be displayed for any system model object (Facility, Unit or Point of Interest) except Requirements.

To view the object calendar for an object:

1 Right click the desired object in the system tree and select Object Calendar from the popup menu.

Figure 7-15 Showing the Object Calendar

By default, the Object Calendar shows all tasks that have the Show on Object Calendar flag selected. Dates with a box have scheduled tasks. Select a date to show task time schedule. The task icons indicate the task type and completion status. See Task Icons, page 7-15.

Figure 7-16 Object Calendar

To view tasks for the object’s children:

1 Select the Include Object’s Children checkbox.

7-13


To include tasks that do not have the Show on Object Calendar flag selected:

1 Select the checkbox: Tasks not selected to show on calendar during set up.

Note To see and remove items from the Object Calendar you must have Create/Modify Tasks permission on the object.

Like your personal calendar, the Object Calendar can be displayed in daily, weekly or monthly view.

See Also

Daily Calendar View, page 2-4Weekly Calendar View, page 2-5Monthly Calendar View, page 2-6System Calendar, page 7-11Personal Calendar, page 2-3View Task Summary, page 7-16Task Icons, page 7-15

7-14


Task IconsThe icons associated with different tasks indicate the type of task and task status.

The general symbols used in the task icons are shown in the following table.

Figure 7-17 General task symbols

The general symbols shown above are combined to indicate task type and status. The tables following show all the task icon variants and their meanings.

Single Occurrence Tasks

Single task occurrence (square)

Recurring task (pointed tab)

Tasks for single object (one bar)

Task for multiple objects (two bars)

Completed (with checkmark)

Dismissed (with x)

Overdue (red)

Tasks you assigned (yellow)

Single Object / Multiple Objects

Single occurrence

Single occurrence, complete

Single occurrence, dismissed

Overdue, single occurrence

Overdue, single occurrence, complete

Overdue, single occurrence, dismissed

Assigned, single occurrence

Assigned, single occurrence, complete

7-15


Recurring Tasks

View Task SummaryYou can view a quick summary of a task as a tool tip from the task list in Task Manager or from the calendar display.

To view a quick task summary:

1 Hold the mouse over the link to the task in a task list.

Assigned, single occurrence, dismissed

Overdue, assigned, single occurrence

Overdue, assigned, single occurrence, complete

Overdue, assigned, single occurrence, dismissed

Single Object / Multiple Objects

Recurring task

Recurring task, complete

Recurring task, dismissed

Overdue, recurring task

Overdue, recurring task, complete

Overdue, recurring task, dismissed

Assigned, recurring task

Assigned, recurring task, complete

Assigned, recurring task, dismissed

Overdue, assigned, recurring task

Overdue, assigned, recurring task, complete

Overdue, assigned, recurring task, dismissed

7-16


Figure 7-18 Viewing the task summary

2 From the calendar display, hold the mouse over the task icon.

Figure 7-19 Task summary displayed from the calendar

See Also

View Task Properties, page 7-17Task Icons, page 7-15Completing or Updating Tasks, page 7-20

View Task PropertiesTask properties include:

Task name

System object(s) with which the task is associated

Task description

Due date

Completion status

7-17


Comments

Associated documents

To view task properties:

1 Right click on a task from the calendar or a task list. From the popup menu, select View Properties.

Figure 7-20 Select View Properties option to view task properties

The Task Properties screen is displayed. This is a view only mode. In this mode the properties may not be edited. For instructions on updating tasks, see Completing or Updating Tasks, page 7-20.

Figure 7-21 View Task Properties screen

See Also

View Associated Documents, page 7-19Completing or Updating Tasks, page 7-20

7-18


View Associated DocumentsTasks may have associated documents that are relevant to the task. Documents that are associated with the task are listed in the Documents box on the Task Properties or Task Completion/Dismissal screen.

Note In order to view an associated document, you must have view permission for that document.

Figure 7-22 Opening an associated document

To view an associated document:

1 Select the document in the Documents box and click Open Document.

You will receive a message asking whether you want to Open the file or Save it.

How you view documents depends on the type of file and the file associations on your computer. Microsoft Word or Excel files can be opened directly with Word or Excel. Other types of files (such as drawings) may require you to launch the appropriate application yourself. You can save a copy of the file to your computer, then open it with the appropriate application, if preferred.

To view a document directly:

1 When you receive the message asking whether you want to open the file or save it to your computer, choose Open.

A temporary copy will open for viewing.

To save a copy to your computer:

1 When you receive the message asking whether you want to open the file or save it to your computer, choose Save.

Choose a location to save it on your computer. You may then open the file from this location using the appropriate application.

7-19


Completing or Updating TasksWhenever a task-related activity occurs, the task should be updated in the Enviance system to show its completion status. When a task is fully complete, the completion status should be set to 100%.

When updating tasks, you may:

Change the completion status of a task to indicate it is either fully or partially complete (expressed as percent complete):

Updating Task Completion Status, page 7-20

Dismiss a task that cannot be completed:

Dismissing a Task, page 7-23

Create a task exception for a recurrent task:

Creating Task Exceptions, page 7-36

Use Quick Complete to complete multiple tasks at once:

Quick Completion of Multiple Tasks, page 7-24

Complete a task that is associated with more than one object:

Completing Multitasks, page 7-25

Complete subtasks and parent tasks:

Completing Subtasks and Parent Tasks, page 7-27

Updating Task Completion StatusWhen you have completed a required task, or mark a task partially completion, update the completion status in Task Manager.

To update task completion status:

1 Open the task completion page by one of the following methods:

If you received an email task notification, click the link to the task in the email, then log into the system. See Email Task Notifications, page 7-22.

In your personal calendar, right click the task icon and select Complete/Dismiss from the popup menu. See Personal Calendar, page 2-3.

In Task Manager, select the link to the task (or right-click select Complete/Dismiss).

7-20


Figure 7-23 Select Complete/Dismiss to update the task.

Figure 7-24 Completing a task from the calendar

The Task Completion page appears.

7-21


Figure 7-25 Task update screen

2 Choose the percent complete from the Completion Status dropdown (100% for fully completed task).

Alternatively, you may dismiss the task, if appropriate. See Dismissing a Task, page 7-23.

3 Enter the Completion Date or select it from the popup calendar. Select the time from the list.

4 If applicable, enter the Time to Complete hours and Non-Labor Costs. (Leave blank if not applicable.)

5 Enter any desired comments.

6 Select Save.

See Also

Email Task Notifications, page 7-22Personal Calendar, page 2-3Dismissing a Task, page 7-23Quick Completion of Multiple Tasks, page 7-24Completing Multitasks, page 7-25Completing Subtasks and Parent Tasks, page 7-27

Email Task NotificationsEmail task notifications are sent out automatically by the system according to the task notification setup.

Notifications may also be sent to other users for informational purposes. The task assignee and assignor are shown in the email, along with a task summary.

When you receive an email notification of a task, you may log into the system to view or complete the task.

7-22


If you are the task assignee, you must close the task in Enviance after completing the required task. Until the task is marked complete in the system, you may continue to receive email task notifications, as the task will be considered “overdue.”

To log in and view the task details or complete the task completion form:

1 Select the link at the bottom of the email.

Figure 7-26 Access a task from the link in an email notification

The Enviance login page opens in your browser.

2 Log into the system with your username and password.

Once you log in, if you are the task assignee the task entry/edit page will appear, ready for you to complete the details. If you received the email for notification purposes only, a read-only version of this form will be shown. You will be able to see the current task status and any information that has been added.

Note For security reasons, if you are already logged into the system, you will be logged out and will be required to re-login to validate your credentials.

See Also

Updating Task Completion Status, page 7-20.

Dismissing a TaskTasks that cannot be completed can be dismissed. For example, a task that requires collection of a storm water sample may be dismissed during a period when no precipitation has occurred.

Note Dismissed tasks are not counted when computing task status for multitasks (tasks that apply to more than one object).

7-23


To dismiss a task:






2 Select the Dismissed checkbox.


4 Select Save.

Figure 7-27 Dismissing a task

See Also

Email Task Notifications, page 7-22Personal Calendar, page 2-3

Quick Completion of Multiple TasksYou can apply the same completion status and change date to several tasks at once using the Quick Complete feature. To use this feature, you must first search for the desired set of tasks in Task Manager.

To apply the same completion status to multiple tasks.

1 In Task Manager, search for the desired tasks using the appropriate filter.

In the top bar, above the results, is an area labeled “Apply completion status to current page”.

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If the results include multiple pages, you can increase the results per page to display all matching tasks. You will only be able to apply the same completion status to the tasks displayed on the current page.

2 Enter the Status Change Date or select it from the popup calendar. Select the time from the list.

3 Enter the percent complete (100% for completed tasks) in the Status box.

4 Enter any desired comments in the Comments box.

5 Select Apply.

Figure 7-28 Applying completion status to several tasks at once

Note Tasks associated with more than one object (multitasks) cannot be completed in quick complete mode.

See Also

Searching for Tasks, page 7-6

Completing MultitasksTasks that are associated with more than one object are multitasks. Multitasks have an occurrence for each object with which the task is associated. You can enter information for all objects at the same time, or you can enter information for each object individually.

To complete a multitask:






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Figure 7-29 Choose Group View or Pre-Object View to complete a multitask

2 Choose the view you want to use to complete the task:

Group View: When you use the Group View, you may complete one set of the task information fields, then save. The system will automatically duplicate the task information fields into the relevant fields for each task's object, with Time (hrs) and Non-Labor Cost ($) being evenly divided among the objects.

For example, if you complete the task information by Group View for a task associated with three objects and task completion takes 6 hours and $2100, then completion by Group View results in each task-associated object having 2 hours of time and $700 in non-labor costs for task completion.

Use of the Group View is intended to save time when the Completion Date, Compliance Start/End Dates, Completion Status, and Comments are identical for each object.

Per-Object View: In the Per-Object View you can set the task status for each object separately.

When the information for most objects is identical, with only minor exceptions, you can enter the completion information in Group View first, then select Autofill. The group view information is transferred to the fields for each object and the view changes to Per-Object View. You can then change the information for specific objects as necessary.

3 After the information for all objects is complete, select Save.

Note The task status for a multitask is computed as the average of the statuses for all objects with which it is associated.

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See Also

Email Task Notifications, page 7-22Personal Calendar, page 2-3

Completing Subtasks and Parent TasksSubtasks are tasks associated with a parent task. Subtasks and parent tasks may only be of the single occurrence type, associated with one object. The due date for a subtask cannot be later than the due date of the parent task.

If the parent task is set to AutoComplete mode, then the completion information of the subtask(s) will be rolled into the completion information for the parent task. (For more information on how rollups are done, see Set Completion Mode for Parent Task with Subtasks, page 7-40.)

AutoComplete means the completion of the subtask(s) automatically completes the Parent Task.

Manual Complete means that the parent task must be completed separately, after all subtasks are complete.

Note When a parent task has multiple subtasks, all comments pertaining to the different subtasks will be consolidated, subject to the character limitation on the Comment field. Comments may be truncated if the total characters exceed the available space. In addition, HTML format does not recognize line spaces or paragraphs. To distinguish comments by different subtask assignees, it is suggested that assignees use initials and/or symbols, such as a series of dots, at the end of their comments.

Parent tasks cannot be completed until all subtasks are complete.

To complete a parent task set to manual completion:

1 Confirm that all subtasks are complete, then update the parent task to mark its completion. See Updating Task Completion Status, page 7-20.

See Also

Updating Task Completion Status, page 7-20Set Completion Mode for Parent Task with Subtasks, page 7-40

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Scheduling TasksYou can schedule tasks for any system object. Tasks may be of the following types:

Simple tasks: Simple tasks are one-time tasks that have no recurrences and are associated with a single object.

Recurrence tasks: Recurrence tasks are tasks that have a recurrent schedule. They may be associated with multiple objects (multitasks).

Multitasks: Multitasks are tasks associated with more than one object. See Creating Multitasks (for Multiple Objects), page 7-30.

Parent Tasks and Subtasks: Subtasks are tasks associated with a parent task. See Creating Subtasks, page 7-39.

Task properties include three types of information, shown on the corresponding tabs:

General: The general information for a task includes the task name, description, assignee(s), associated documents, and due date (for a simple, single-occurrence task). See Creating a Task, page 7-28.

Recurrence: You need only supply this information for recurring tasks. See Add Task Recurrence Schedule, page 7-31.

Notification: Email or inbox notifications may be set up based on task activity or schedule. See Add/Edit Task Notifications, page 7-32.

See Also

Creating a Task, page 7-28Creating Multitasks (for Multiple Objects), page 7-30Add Task Recurrence Schedule, page 7-31Add/Edit Task Notifications, page 7-32Associating Documents with a Task, page 7-35Creating Task Exceptions, page 7-36Creating Subtasks, page 7-39

Creating a Task

To create a new task:

1 In the system tree, select the object with which the task is associated.

2 Right click the selected object and from the popup menu select New > Task.

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Figure 7-30 Creating a new task

The General Properties screen for New Task creation appears.

Figure 7-31 General properties for a new task

3 Enter the General Information for the task:

Task Name (required): This is the name that will appear on all task notifications, lists, and calendar items

Task Description: Instructions for task completion and any relevant details.

Note For a task associated with a non-numeric Requirement, both the task name and task description are transferred from the Requirement properties. However, you may edit these fields if you wish.

Show in My Calendar: Check this box to include the task in your personal Calendar display.

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Show in System Calendar: Check this box to include the task in the System Calendar. See System Calendar, page 7-11.

Show in Object Calendar: Check this box to include the task in the Object Calendar. See Object Calendar, page 7-13.

Assign task to: Select the assignees/groups from the user list in the left pane, then click the arrow to transfer assignees to the right pane.

View/Associate/Remove Document: You may attach relevant documents to the task, if desired. See Associating Documents with a Task, page 7-35.

4 If this is a simple task with a single due date, enter the Due Date or select a date from the popup calendar, and select an hour and time zone. Otherwise, for a recurrent task select Continue - Recurrence to schedule recurrences.

The Time Zone should be the time zone where the task is to be completed. (See Time Change Notes below.)

5 Proceed to the next step by selecting the appropriate button:

For a recurrent task, select Continue - Recurrence to schedule recurrences. See Add Task Recurrence Schedule, page 7-31.

For a non-recurrent task, select Continue - Notification to set up task notifications. See Add/Edit Task Notifications, page 7-32.

If you do not want to schedule recurrences or notifications, select Save.

See Also

Add Task Recurrence Schedule, page 7-31Add/Edit Task Notifications, page 7-32Associating Documents with a Task, page 7-35Creating Multitasks (for Multiple Objects), page 7-30Task Schedules and Time Changes, page 7-42

Creating Multitasks (for Multiple Objects)Multitasks are tasks that are associated with more than one object. Tasks for multiple objects can only be created for objects of the same type. All selected objects must be of one of the following:

Facility, Unit or POI (singly or in combination)

Non-numeric Requirement

Numeric Requirement

For example, you cannot create a task that is associated with both a Facility and a Requirement. Also, you cannot create a task that is associated with both a Non-numeric Requirement and a Numeric Requirement.

To create a task for multiple objects:

1 In the system tree, select the objects with which the task is associated.

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Press the Ctrl key as you click on the objects to select multiple objects.

2 Right click any of the selected objects and from the popup menu select New > Task.

3 Complete the general information, set up the schedule for a recurrent task if applicable, and specify notifications.

Note The same general information, schedule and notifications apply to all objects in a multitask.

See Also

Creating a Task, page 7-28Add Task Recurrence Schedule, page 7-31Add/Edit Task Notifications, page 7-32Associating Documents with a Task, page 7-35

Add Task Recurrence ScheduleYou can configure one or more task schedules for a recurrent task.

Task schedules may be edited at any time to add or delete schedules, change an existing schedule, or change assignees.

To schedule recurrent tasks:

1 From the New Task screen, select the Recurrence tab, or the Continue - Recurrence button at the bottom of the page.

2 To create a new schedule, select Add New Schedule.

Figure 7-32 Adding a new schedule for a recurring task

3 Choose the Recurrence Type from the list:

Hourly

Daily

Weekly

Monthly

Yearly

Depending on the recurrence type, the appropriate fields appear to allow you to set up the schedule.

4 Choose the parameters that specify when the task will occur (days of week, number of week, time of day, end date, etc.).

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Figure 7-33 Creating a weekly recurrence schedule

Task Time Zone: Be sure you select the appropriate time zone for the task. The Task Time Zone should be the time zone in which the task is actually performed. When a task is created, the Task Time Zone defaults to the task creator's time zone. You can change the time zone to the same time zone as the task assignee if it is different. When the task is viewed by a user, the task due date/hour will convert to the time for that user's time zone. In Reports, the time zone(s) displayed for data/information is the local time(s) of the relevant Facility.

To add additional schedules, select Add New Schedule again and configure the setup information for the new schedule.

5 When you are finished setting up the task schedule, proceed to the next step by selecting the appropriate button:

Select Continue - Notification to set up task notifications. See Add/Edit Task Notifications, page 7-32.

If you do not want to set up notifications, select Save.

See Also

Creating Task Exceptions, page 7-36Editing Task Recurrence Schedules, page 7-43Add/Edit Task Notifications, page 7-32Task Schedules and Time Changes, page 7-42

Add/Edit Task NotificationsYou can set up notifications associated with a task to notify the assignee(s), assignor, or any other interested parties when the status of a task changes.

Task Notifications may be edited at any time to add or delete notifications or change the criteria or recipient of a notification.

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To set up task notifications:

1 In the New/Edit Task screen, select the Notification tab or the Continue - Notification button at the bottom of the page.

2 Select Add New Notification.

Figure 7-34 Adding a new task notification

3 Select the Time to Notify by selecting the appropriate checkbox and adding additional qualifiers as desired.

Immediately: Sends notification as soon as the task is saved.

By Due Date: Sends notification on the due date plus or minus the specified time increment.

By Completion Status: Sends notification based on task completion status.

When Dismissed: Sends notification when the task is dismissed. (A task is dismissed when it cannot be completed.)

Figure 7-35 Combining due date and completion status for notification

4 Select Recipient(s) for the notification.

Select the checkboxes to send notification to the assignee(s) or assignor.

p

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For additional notifications, select any system user from the left pane. Click the arrow to transfer the recipient to the right pane.

Note When notification is set to go Immediately and the Assignee/Assignor checkboxes are selected, the notification information is not saved in the database. The purpose of this type notification is only to inform the assignee or assignor concerning new task creation or changes in the task.

5 Select the Delivery Method by checking the appropriate checkbox (you may select both).

Inbox causes messages to appear in the Message Center for the recipient.

Email sends an email to the recipient’s email address as noted in the system


If the task notification setup is incomplete, errors will appear on the setup page. Complete the information or correct any errors before continuing.

To add another notification, select Add New Notification.

7 When you have finished adding notifications, select Save to save the task.

Figure 7-36 Setting up task notification

To edit a notification:

1 Select the notification in the notification summary list by clicking the row.

The notification fields appear and you may then edit them as desired. (The selected notification is color-highlighted in the notification list.)

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Figure 7-37 Notification Summary List

To delete a notification:

1 Select the notification in the summary list, then select Delete Notification.

See Also

Editing Tasks, page 7-43

Associating Documents with a TaskYou can associate documents to a task that may be relevant to task completion. Task assignees may then view the associated documents when viewing the task.

Note Documents must first be uploaded to the system before they can be associated with a task. You must also have the appropriate permissions to upload documents and to associate them with tasks.

To associate a document to a task:

1 On the General Information page for the task (in task create or edit mode), select Associate Document.

The Document Manager window appears.

Figure 7-38 Finding a document to associate with a task

2 Choose a document folder to search.

You can also use the buttons to search the current branch, current folder or all folders.

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You can search for a document by name, description or both fields. Enter the document name or a partial string to search for and select Search to find a list of matching documents.

3 From the search results, find the document you want to attach and select Associate.

You may choose more than one document consecutively. You can increase the Results per page to view a longer list of documents, or navigate pages of results. You can also initiate another search for other documents.

4 When you are finished, select Close Window.

The list of documents you have associated are listed in the Documents box. You may view or remove documents.

Figure 7-39 Associated documents menu

To remove an associated document:

1 Select the document in the Documents box and click the Remove Document link.

The document association is immediately removed. (However, the actual document remains in Document Manager.)


1 Select the document in the Documents box and click the Open Document link.

Viewing of documents depends on the type of file and the file associations on your computer. Microsoft Word or Excel documents can be opened with Word or Excel embedded within the browser. Other types of documents (such as drawings) may require you to launch the appropriate application yourself. You can save a document locally and open it with the appropriate application yourself, if preferred.

To save an associated document for local viewing:

1 When you receive a message asking whether you want to Save or Open the document, choose Save. Then choose a location to save it on your computer.

Creating Task ExceptionsYou can create a task exception for a recurrent task whenever an single instance of the task needs to be changed. For example, a scheduled monthly inspection may need to be rescheduled in a month in which the facility is not operable during the scheduled time.

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When you create a task exception, the original task instance gets “dismissed” status. A new single-instance task is created, which has the same name as the original task plus the suffix “(exception)”.

Note You must have Modify Task rights on the task in order to create an exception.

To create a task exception:

1 Find the task instance you want to create the exception for in Task Manager.

2 From the right-click popup menu, select Create Exception.

Figure 7-40 Creating a task exception for a recurrent task

The New Task Exception screen appears.

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Figure 7-41 Editing a task instance to create a new Task Exception

3 Edit the task information as necessary.

You may add a comment to explain the exception, change the assignee, change the task due date/time, and add or change notifications for this instance, as desired.

4 Select Save.

The original task is dismissed. A new task is created with the edited information and the assignee will be notified of the new task assignment.

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Figure 7-42 Original task showing Dismissed status and new exception task

See Also

Add Task Recurrence Schedule, page 7-31Searching for Tasks, page 7-6Refine Search for This Task, page 7-7

Creating SubtasksSubtasks may be created for a simple task with only one occurrence that is associated with only one object.

For example, you may create a simple task to meet the requirement to obtain an air permit. This task may have three subtasks to 1) provide EHS with specifications, 2) install a ventilation system, and 3) install monitoring equipment.

Note You can only create one level of subtasks on a parent task. Subtasks may not have their own subtasks.

To create a subtask:

1 First, create the parent task. Then, in Task Manager, find the parent task for which you want to create a subtask.

2 Right click the task and from the popup menu select Create Subtask.

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Figure 7-43 Creating a subtask for a parent task

Enter the task information. See Creating a Task, page 7-28.

Note The due date of a subtask cannot be greater than the due date of the parent task. The due date is checked for validity when the task is created or edited.

3 Select Save to save the task.

After a subtask is created, a link to the parent or child tasks appears on the task properties screen.

Figure 7-44 Properties of parent task with links to subtasks

By default, parent tasks are set to complete automatically once all subtasks are complete. You can change parent tasks to manual complete mode if you want the parent task to be completed separately.

See Also

Set Completion Mode for Parent Task with Subtasks, page 7-40

Set Completion Mode for Parent Task with SubtasksParent tasks with subtasks can be set to complete automatically, once all subtasks are complete, or they may be set to require manual completion of the parent task.

By default, when subtasks are created for a parent task, the parent task completion mode is set to AutoComplete. If you want the parent task to be completed manually, you must change the completion mode for the parent task.

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To change the completion mode for a parent task with subtasks:

1 Find the parent task. Right click the link to the parent task to view the popup menu.

When the popup menu shows the menu option Set Manual-Complete, the task is currently set for auto completion. To change the task to manual complete, select Set Manual-Complete. The menu option changes to Set Auto-Complete and the task is set for manual completion.

Figure 7-45 Parent task set to AutoComplete; may be changed to Manual Complete

Auto-Complete means that when all subtasks are complete, the parent task is automatically completed. If Auto-Complete is selected for the parent task, then the completion information of the subtask(s) will be rolled into the completion information for the parent task in the following manner:

Complete Status will be 100%.

Completion (Status) Date will be the latest date entered for the subtasks.

Completion Time (hours) will be the sum of the hours recorded in the subtask(s).

Completion Non-Labor Cost (dollars) will be the sum of the amount(s) in the subtask(s).

Comments will contain all the comments entered under the subtask(s) (subject to space limitations; see Note below).

Note The rollup of comments is limited to the number of characters available in the Comment field; therefore, subtask comments may be truncated in the parent task Comment field if the total characters in the subtask comments exceed the available space. Also, HTML format does not recognize line spaces or paragraphs. To distinguish comments by the subtask assignees, it is suggested that the assignees use initials and/or symbols, such as a series of dots at the end of their comments.

See Also

Creating Subtasks, page 7-39Completing Subtasks and Parent Tasks, page 7-27

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Task Schedules and Time Changes

Leap Year

When a Due Date of the 30th of every month is selected, the program will set the due date in February as Day 28 (or Day 29 in a leap year). Likewise, a due date of the 31st day will become February 28 (or 29 in a leap year), April 30, June 30, September 30, and November 30 for those months.

Daylight Savings

Tasks created with due times between 0100 and 0230, inclusively, will have slight changes during the conversion between Daylight Savings and Standard Times if the due date occurs on the day of these time changes.

Tasks with a due time of 0200 or 0230 before Daylight Savings Time will be changed to a due time of 0300 or 0330, respectively, during the day that Daylight Savings Time starts and then revert back to 0200 (or 0230) during the rest of the year.

Tasks created with a due time of 0100 or 0130 and a due date that occurs on the last day of Daylight Savings Time period will result in one instance of each task on that day (no task will be scheduled at the extra 0100 hour on that day).

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Editing Task SetupYou can edit tasks when necessary in order to do any of the following:

Edit active tasks to change assignees, recurrences, notifications, or other properties it may be necessary to update:

Editing Completed Tasks, page 7-44

Edit completed tasks to modify certain task completion data (hours to complete, completion costs and comments).

Editing Completed Tasks, page 7-44

Cancel future occurrences of a recurrent task, or delete tasks for which you no longer want to retain data.

Canceling or Deleting Tasks, page 7-46

Editing TasksYou can edit the setup of an existing task to change the assignee, schedule, notifications, or other editable properties.

To edit a task setup:

1 Right click any task instance and select Edit Task Properties.

2 Edit the task properties as desired, then click Save.

See Also

Creating a Task, page 7-28Add Task Recurrence Schedule, page 7-31Editing Task Recurrence Schedules, page 7-43Add/Edit Task Notifications, page 7-32Associating Documents with a Task, page 7-35

Editing Task Recurrence SchedulesIf you need to change the schedule for recurrent tasks, you can edit the task recurrence schedule. Editing the task recurrence schedule is limited by the following constraints:

If any tasks in this recurrence series are 100% complete, you may not edit the schedule except to change the end date. You may then add a new schedule.

If there are no 100% complete tasks in this recurrence series, you may edit the schedule as you wish. However, editing the schedule will delete existing data for any partially completed tasks (less than 100% complete).

Select the schedule to edit by clicking the row in the schedule summary list. The selected schedule is color-highlighted in the list.

Figure 7-46 Task recurrence schedule summary list

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To edit a task recurrence schedule:

1 Select the schedule you want to edit in the schedule summary list.

A warning appears informing you that changes to the recurrence pattern will force the removal of task completion information. Click OK to continue.

If data exists for this schedule, only the End Date is enabled for change. Select the End Date button, then enter the desired end date for this schedule.

If no completed tasks exist for this schedule, all fields will be editable and you may edit the fields as desired.

To delete a task recurrence schedule:

1 Select the schedule you want to delete in the schedule summary list.

A warning appears informing you that changes to the recurrence pattern will force the removal of task completion information. Click OK to continue.

Click Delete Schedule. If data exists for this schedule, the deletion will not be allowed. If no data exists, the schedule will be deleted.

See Also

Add Task Recurrence Schedule, page 7-31No Instance Due Tasks, page 7-47

Editing Completed TasksOnce a task has been marked complete in the system, it may not be changed. However, the following fields may be edited in a completed task:

Hours to Complete

Non-Labor Costs

Comments

To edit a completed task in Task Manager:

1 Search for completed tasks by Start and End dates and Category (=Completed). Right click the task instance you want to edit and select Task Completion from the popup menu.

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Figure 7-47 View completed task from Task Manager

Or, from the Object calendar, right-click the task instance to edit and select View Completion from the popup menu.

Figure 7-48 View a completed task from the Object Calendar

2 You may edit the following task fields for completed tasks: Hours to Complete, Non-Labor Costs and Comment fields.

3 Select Save.

Note For a task associated with more than one object, the changes must be made in the Per-Object View in order to be saved.

See Also

Canceling or Deleting Tasks, page 7-46Reactivating Dismissed Tasks, page 7-46No Instance Due Tasks, page 7-47

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Canceling or Deleting TasksTask may be canceled if they are no longer required, or are to be replaced by other task requirements. You can cancel a currently active task by editing the end date for the task.

To cancel a single-occurrence task which has not yet been completed, you can simply delete the task. The task assignee will be notified that the task has been deleted.

To cancel a recurrent task, you can edit the recurrence schedule to stipulate an end date for the recurrence schedule. See Editing Task Recurrence Schedules, page 7-43.

You may also delete a recurrent task from the system. However this action should be taken only if you are sure you do not want to preserve existing task data and history.

To delete a recurrent task series:

1 Right-click a task instance and select Delete Task Series from the popup menu.

2 In the confirmation dialog, click OK to confirm that you want to delete the task series.

Caution If you delete a task series, all previously entered data for that task is deleted. Use this option only if you do not want the data to be preserved for future use.

See Also

Editing Task Recurrence Schedules, page 7-43Reactivating Dismissed Tasks, page 7-46No Instance Due Tasks, page 7-47

Reactivating Dismissed TasksYou may reactivate a task that has been dismissed if you have the appropriate permissions.

To reactivate a dismissed task:

1 In Task Manager, right click the task in the task list and select Activate.

Figure 7-49 Re-activating a dismissed task

See Also

Dismissing a Task, page 7-23

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No Instance Due TasksIt is possible to create a task which will never occur.

For example, a task may have one recurrence set for the 24th of each month. However, the task period is set as 09.27.2003 - 09.30.2003, which does not include the recurrence date. This task will never occur and will therefore have no instances.

In order to allow editing or deleting this type of task, it will be shown in Task Manager with “No Instance Due” in the Due Date column.

If the task period is in error, edit the task recurrence schedule from to correct it.

See Also

Editing Task Recurrence Schedules, page 7-43

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8Documents

About Document Manager 8-2

Browsing Folders 8-4

Searching Documents 8-5

Associating Documents 8-7

Managing Documents 8-9

Managing Document Folders 8-20

Managing Document Permissions 8-25

Documents Enviance Waste Manager

About Document ManagerDocument Manager allows your organization to store electronic documents in the Enviance System which can then be associated with system model objects and tasks.

Document Manager also keeps track of different versions of documents. When a document in the system is updated with a new version, the latest version is automatically reflected throughout the system. All links to the document will reference the latest version.

For example, a Word document describing a particular procedure may be associated with several tasks that follow that procedure. If the procedure is changed, the new version of the procedure can be uploaded, simultaneously archiving the previous version. The new version is then automatically linked to each system model component or task to which the original document was associated.

To access Document Manager, you must be granted permissions on one or more documents or document folders.

The Manage Documents user right grants global access and permissions to Document Manager. This right is customarily given only to an individual who assumes the responsibility as librarian of the system.

To access Document Manager:

1 Select the Document Manager button.

Figure 8-1 Access Document Manager

The folders and documents to which you have permission are displayed in Document Manager. You can browse the document folders to view a list of documents, or use the search function to find a document.

The total storage allocation and current usage statistics are shown at the top of the page.

8-2

Enviance Waste Manager Documents

Figure 8-2 Document Manager

8-3


Browsing FoldersWhen you access Document Manager, the document folders to which you have permissions are shown. The Current Folder list shows all the folders to which you have permissions.

To browse the document folders to find or view documents:

1 Select a folder from the Current Folders list.

Figure 8-3 Browse document folders

2 Select a folder name in the list to open the folder.

The documents and subfolders in that folder are displayed. Select subfolders to view their contents.

Figure 8-4 Open document folder

8-4


Searching DocumentsThe document search function allows you to search for documents by text contained in the name, description, or both. You can choose the folders or locations to search.

To search documents:

1 Select the Document Manager button.

Figure 8-5 Access Document Manager

2 To search a specific location, select the folder to search from the Current Folder list above the search bar.

All documents and subfolders contained in the selected folder are displayed.

Figure 8-6 Select the Current Folder

3 To narrow the selection, enter text to search for in the Search For box.

The search will return all documents with the text anywhere in the name, description or both, as specified.

4 Choose the location to search:

Current Branch searches the current folder and all subfolders.

Current Folder searches only the current folder, not including subfolders.

All Folders searches all documents and document folders.

5 Choose the fields to search. You can search by document Name, Description, or Both.

6 Select Search.

The search results show all documents matching the criteria.

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Figure 8-7 Document Manager

You can sort the results by any column by clicking the column head. Click again to change from ascending to descending.

Select a page number to go to a results page, or increase the number of results per page to see more results on the page.

Change the Current Folder selection in the list to search another folder immediately. Or change the search criteria and click Search again.

Select Clear to remove the search filter. All documents in the selected folder will then be displayed.

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Associating DocumentsDocuments may be associated with system model objects and tasks. In order to make document associations, the documents must be stored in Document Manager. See Uploading New Documents, page 8-9.

To associate documents with an object you must have Modify permissions on the object and at least View permission on the document you want to associate.

To associate documents with an object:

1 On the Create/Edit object page, select Associate Document.

The Document Manager window appears.

Figure 8-8 Finding a document to associate with a task

2 Choose a document folder to search.

You can also use the buttons to search the current branch, current folder or all folders.

You can search for a document by name, description or both fields. Enter the document name or a partial string to search for and select Search to find a list of matching documents.

See Searching Documents, page 8-5.

3 From the search results, find the document you want to attach and select Associate.

You may choose more than one document consecutively. You can increase the Results per page to view a longer list of documents, or navigate pages of results. You can also initiate another search for other documents.

4 When you are finished, select Close Window.

8-7


The list of documents you have associated are listed in the Documents box. You may use the links to view or remove documents.

Figure 8-9 Associated documents menu

To remove an associated document:

1 Select the document in the Documents box and click the Remove Document link.

The document association is immediately removed. (The document is not removed from Document Manager; only the link is removed.)


1 Select the document in the Documents box and click the Open Document link.

Viewing of documents depends on the type of file and the file associations on your computer. Microsoft Word or Excel documents may be opened within the browser. Other types of documents (such as drawings) may require you to launch the appropriate application yourself. You can save a document locally and open it with the appropriate application yourself, if preferred.

To save an associated document for local viewing:

1 When you receive a message asking whether you want to Save or Open the document, choose Save. Then choose a location to save it on your computer.

8-8


Managing DocumentsIn order to perform management functions on documents in Document Manager, you must have Modify permissions on the relevant documents or folders. With Modify permissions, you may:

Upload new documents. See Uploading New Documents, page 8-9.

Update a document by uploading a new version. See Controlling Versions, page 8-14.

Set the current version of a document. See Controlling Versions, page 8-14.

Edit document properties, rename or delete a document. See Editing Document Properties, page 8-12.

Create and manage folders within permitted areas. See Managing Document Folders, page 8-20.

Copy or move a document or document folder within permitted areas. See Copying Documents, page 8-17 and Copying Folders, page 8-23.

Note Users with the Manage Documents right have global rights to Document Manager. In addition to the above actions, they may set permissions on documents and document folders. See Managing Document Permissions, page 8-25.

Uploading New DocumentsUsers who have Modify permissions on a document folder may upload new documents to the folder.

To upload new documents:

1 Select Upload New Document from the Document Manager menu.

Figure 8-10 Upload a new document

Or, from Document Manager, select Add Document.

Figure 8-11 Add document to Document Manager

If the Add Document link is not enabled, you must open the folder first.

The new document form appears.

8-9


Figure 8-12 Upload document form

2 In the Upload Document form, select Browse.

Use the Windows file chooser dialog to select the document you want to upload from your computer or local network, then click Open.

Figure 8-13 Choose file to upload

The filename and path appears in the upload screen.

3 If you want to use a different filename for the file in Document Manager, select the Use different file name checkbox. A box appears in which you can enter the new name for the file.

Note You must include the file extension.

Figure 8-14 Use different filename.

4 Enter a Description for the document.

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The document Description field is the same for all versions of the document.

5 Enter Version Comments, if desired.

You can use the Version Comments field to help identify the version or note changes. A version number will automatically be assigned.

6 Select a folder in which to save the document from the Upload in Folder list.

The folder that was open when you chose to add a document is selected by default. However, you may change the selection to another folder.

7 Select Upload.

Figure 8-15 Ready to upload document

Documents are scanned for viruses when they are uploaded. If a virus is detected, the document will be deleted from the system and you will be notified.

Viewing Document Properties and VersionsThe properties of a document include its name, the creator, and description. In addition, the document history shows each document version with the version number, creation date, file size and version comments.

To view document properties:

1 Select the document name in the list in Document Manager.

Figure 8-16 Select a document to view properties

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Or, right click the document in the list and choose Properties > View from the popup menu.

Figure 8-17 View document properties

The document properties are displayed. The generic properties that apply to all versions of the document are the name, creator, and description.

Figure 8-18 Document properties

To view the document history and details of each version, click the link provided. All versions of the document are displayed. The properties specific to each version are the version number, creation date, file size, and version comments.

Figure 8-19 Document version history

To view a previous version of the document, select Open.

Note With View permission you may open and view any previous document version. To delete a version, you must have Modify permission.

Editing Document PropertiesUsers with Modify permission on a document may edit the document properties in order to modify the name or document description. Other properties, such as creator, creation date, and version are automatically updated.

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Note You can also rename a document from the right-click menu.

To edit the document description:

1 Right click the document name from the list of documents in Document Manager and choose Properties > Edit.

Figure 8-20 Edit document properties

2 Update the document properties as desired.

Figure 8-21 Edit document description

3 Select Save.

See Also

Renaming a Document, page 8-13Controlling Versions, page 8-14

Renaming a DocumentUsers with Modify permission on a document may rename a document in Document Manager. When you rename a document, the name applies to all versions of the document. The new name will appear anywhere the document is linked.

To rename a document:

1 Right click the document name from the list of documents in Document Manager and choose Rename.

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Figure 8-22 Rename document

2 Enter a new name for the document and select Rename.

Figure 8-23 Rename document

A confirmation message appears informing you that the document has been renamed.

Controlling VersionsDifferent versions of a document may be stored in the system. When a document changes, you can upload a new version. Once a new version is uploaded, it is automatically set to be the latest version and all links to the document will use the new version.

You can roll back versions by setting any version stored in the system to be the latest version. All links to the document will go to the specified version.

Note All links to a document go to the same version, which is the version set as the current version. If you want different links to go to different document versions, you will need to create different documents for this purpose.

Uploading a New Version

To upload a new version of a document:

1 Right click the document name in Document Manager and choose Update.

Figure 8-24 Update document

8-14


2 Select the Upload File checkbox.

3 Select Browse.

Use the Windows file chooser dialog to select the document you want to upload from your computer or local network, then click Open.

Figure 8-25 Choose file to upload

The filename and path appears in the upload screen.

4 Enter Version Comments, if desired.

You can use the Version Comments field to help identify the version or note changes. A version number will automatically be assigned.

5 Select a folder in which to save the document from the Upload in Folder list.

6 Select Update/Upload.

Figure 8-26 Update document

When you upload a new version of a document, the new file is automatically set as the current version. All links to the document in the system will use the new version.

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Important If you do not want all existing document links to point to the new version, you must create a new document, then change the links to the associated document for the objects that should point to the new version. You can also create a copy of the document, then update the new copy and add links to it where required. See Copying Documents, page 8-17.

Viewing Previous Versions

You can view previous versions of a document from the document history. The document history may be accessed from the document properties or from the right-click menu.

To view previous versions of a document:

1 Right click the document name in Document Manager and choose Versions.

Figure 8-27 View document versions

Or, from the document properties view, select the link to view the version history.

Figure 8-28 Link to version history from document properties

All the versions of the document in the system are listed, with the date created, version number, file size and version comments. Click the column header to sort by Version, Kilobytes (size) or Comments; click again to change from ascending to descending.

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Figure 8-29 Document versions

To view a document version:

1 Select the Open link.

You will be asked if you want to open the file directly for viewing or save it to your computer.

If you have Edit permissions, you can roll back versions by setting any previous version stored in the system to be the active version.

To restore a previous version of a document as the active version:

1 Select the Set As Active Version link.

To delete a version:

1 Select the Delete link.

If you delete the current version, the previous version is automatically restored as the current version. You must have Modify permission on the document to delete a document version.

Copying DocumentsYou can create a copy of an existing document and save it to another document folder, or rename the copy to save it to the same folder. When you copy a document, links to the document are not copied. Any links to the original document remain. You may set up new links to the document copy.

This operation may be useful if you want to create different versions of a document. For example, you may want to preserve original document links but create new links to a new version.

To create a copy of a document:

1 Right click the document name in the list in Document Manager and choose Copy.

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Figure 8-30 Copy a document

2 Enter a new name for the document, if desired.

You cannot save the document with the same name in the same folder. However, you can keep the original name if you copy the document to a different folder.

3 Choose a folder to copy the document to.

Figure 8-31 Copy document to new folder.

4 Select Save.

A confirmation message appears, informing you that the file has been copied.

Moving DocumentsYou can move a document to a new folder location if desired. When you move a document, all links to the document will be preserved.

To move a document to a new folder:

1 Right click the document name in the list in Document Manager and choose Move.

Figure 8-32 Move file

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2 Enter a new name for the document if you wish.

3 Choose a folder to move the document to.

Figure 8-33 Move document to new folder

4 Select Save.

A confirmation message appears, informing you that the file has been moved.

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Managing Document FoldersYou can set up document folders to store documents in Document Manager by logical groups. When you create your document folders, you should consider both your organization and security needs.

A user with the Manage Documents right who has global permissions in Document Manager should set up folders in a manner that facilitates setting document permissions. Permissions may then be set on an entire folder, and inherited through subfolders.

Any user with Modify permission on a folder may then create and manage subfolders in that folder.

Creating FoldersUser with Modify permissions on a folder may create and edit report folders.

Note You can create subfolders in any folder for which you have Modify permissions. However, to set permissions to the folders you create, you must have the Manage Documents right.

To create a new document folder:

1 Select Add Folder.

If the Add Folder link is not enabled, you do not have the required permission on the current folder. Open a folder to which you do have permissions.

Figure 8-34

2 Enter a Name for the new folder and a Description (optional).

3 From the Create In list, choose a location in which to create the new folder.

The current location is selected by default. You can change the location to create the folder in a different location, if desired.

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Figure 8-35 Select location to create the new folder

4 Select Save.

5 The Document Manager list refreshes to show the new folder.

Figure 8-36 New folder displayed

To add documents to the new folder, select the folder name from the list or from the Current Folder list to open it, then proceed to add your documents. See Uploading New Documents, page 8-9.

Editing/Renaming FoldersIf you have Modify permission on a folder, you may rename the folder or edit the folder properties in order to change the folder description.

To edit a document folder description:

1 In Document Manager, right click the folder name in the list and choose Properties > Edit.

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Figure 8-37 Edit folder properties

2 Enter a new description, as desired.

Figure 8-38 Edit the folder description

3 Select Save.

4 Select Confirm to confirm your changes.

A confirmation message appears informing you that the folder properties have been saved.

To rename a document folder:

1 In Document Manager, right click the folder name in the list and choose Rename.

Figure 8-39 Rename document folder

2 Enter a new name for the folder and select Rename.

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Figure 8-40 Rename folder

A confirmation message appears informing you that the folder has been renamed.

Copying FoldersYou can create a copy of an existing folder and save it to another parent folder. When you copy a folder, all documents are copied with it (links are not copied).

To create a copy of a folder:

1 Right click the folder name in the list in Document Manager and choose Copy.

Figure 8-41 Copy a document folder

2 Enter a new name for the folder, if desired.

3 Choose a parent folder to copy the folder to.

Figure 8-42 Copy folder to new parent folder.

4 Select Save.

A confirmation message appears, informing you that the folder has been copied.

Moving FoldersYou can move a document folder to a new location if desired. When you move a folder, all documents in the folder and all subfolders and documents are moved. All links (from system objects or tasks) to the documents in the folders are preserved.

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To move a document folder to a new location:

1 Right click the folder name in the list in Document Manager and choose Move.

Figure 8-43 Move folder

2 Enter a new name for the folder if you wish.

3 Choose a parent folder to move the folder to.

Figure 8-44 Move folder to new location

4 Select Save.

A confirmation message appears, informing you that the folder has been moved.

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Managing Document PermissionsDocument permissions control which users can view or modify documents stored in Document Manager. Document permissions are in addition to the permissions granted to users for system objects.

In order to set permissions on documents or document folders, you must have the Manage Documents right.

Within Document Manager, permissions can be assigned in the most efficient manner by applying them to document folders. However, you can also assign permissions to individual documents if necessary.

Document permissions include both View and Modify permissions.

Users with View permissions can:

View or download a document.

Associate the document to which they have permission to a system model object to which they also have permissions.

Users with Modify permissions can:

Upload a document to Document Manager.

Update a document (by uploading a new document version).

Set the current version of a document.

Edit document properties, rename or delete a document.

Create and manage folders within permitted areas.

Copy or move a document or document folder within permitted areas.

Permissions on objects in the system model tree work in combination with the document permissions. To associate a document with an object, a user must have the Modify Properties permission on the object and at least View permissions on the document.

To associate documents to a task, a user must also have the Task Manager right.

Important The Manage Documents right gives global permissions to the Document Manager. This right is customarily given only to an individual who has the responsibilty as librarian of the system.

To view current document permissions on a folder or document:

1 Right click the document or folder name in Document Manager and choose Permissions.

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Figure 8-45 Access permissions on document folder

The Document Permissions Editor opens. Groups and users with current permissions on the folder or document are shown at the top of the screen.

Figure 8-46 Document Permissions Editor

Setting Permissions on Document FoldersIn order to set permissions on documents or document folders, you must have the Manage Documents right.

To set permissions on a document folder:

1 Right click the folder name in Document Manager and choose Permissions.

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Figure 8-47 Access permissions on document folder

The Document Permissions Editor opens. Groups and users with current permissions on the folder are shown at the top. Available groups and users are shown in the boxes at the bottom.

2 Select the groups and/or users to whom you want to grant permissions in the Available Members lists.

Ctrl+click to select multiple items from the lists.

3 Select Add.

The selected groups/users are added to the list at the top of the screen.

4 Select the checkboxes for the permissions you want to grant:

View: Allows users to view documents and associate documents in this folder to system model objects to which they also have permissions.

Modify: Allows users to upload documents, update documents with new versions, and create new document folders within the current folder. (Granting Modify permission also grants View permission.)

5 If you want permissions to be inherited by all subfolders and documents, check the Apply to Subfolders and Documents box.

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Figure 8-48 Document Permissions Editor

6 Select Save.

Setting Permissions on DocumentsView and Modify permissions to documents are best granted through document folders. However, you can assign permissions to individual documents if you wish.

To set permissions on a document:

1 Right click the document name in Document Manager and choose Permissions.

Figure 8-49 Set permissions on a document

The Document Permissions Editor opens. Groups and users with current permissions on the document are shown at the top. Available groups and users are shown in the boxes at the bottom.

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Figure 8-50 Edit document permissions

2 Select the groups and/or users to whom you want to grant permissions in the Available Members lists.

Ctrl+click to select multiple items from the lists.

3 Select Add.

The selected groups/users are added to the list at the top of the screen.

4 Select the checkboxes for the permissions you want to grant:

View: Allows users to view the document and associate it to system model objects to which they also have permissions.

Modify: Allows users to modify the document and upload new versions of the document.

5 Select Save.

The new permissions are saved.

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8-30

ASample Shipment Flow-through Procedure

The following sample procedure documents a complete flow-through scenario from creating containers and storing them in an Area through the process of shipping them to an external TSDF. The steps in this process are:

Initial Setup

Creating Containers

Creating a Shipment

Creating the Shipping Documents

Completing Shipment Returns


Initial Setup

Before following this shipment scenario, you will need to set up the following components in the system:

1 Generator: Make sure address info is completed for the Generator so it will be transferred to shipment form.

2 Area

3 Profile 1

Waste type selected should be authorized for storage in the Area you will use. Make the Profile information as complete as possible so the maximum information is available to transfer to the shipping documents. This will help to understand how it all works. The purpose of most of the information on the Profile is to build the shipping manifest.

Pay special attention to the Shipping Information tab. In the Shipping Description section, click the Build link to build the shipping description from the other information fields.

4 TSDF X:

a. Set status to Approved

b. Provide address information

c. Select Waste Categories accepted. Make sure the waste category of the Profile is included.

d. Select Management Methods. Make sure that the Management Method selected in the Profile is included.

5 Approval X

a. Associate with TSDF X

b. Associate Profile 1

c. Create 1 Approval record for Disposal Costs by Container at cost (i.e. $50 per container)

The cost records created on the Approval will be available to be applied to a shipment line item. Those cost records designated as Bulk are only available for containers that are designated bulk containers.

Figure A-1 Sample Approval cost records

6 Transporter

a. Set status to Approved

A-2


b. Select Waste Categories accepted. Make sure the waste category of the Profile is included.

Note The Waste Category for Profile 1 (which is the type of waste stored in the containers to be shipped) must also be selected for both the Transporter and the TSDF.

A-3


Creating Containers

Create and add contents to Containers:

1 On the Area context menu, select New > Container.

2 Click Profile link. Associate the Profile you created.

3 Click Container Spec link. Associate container spec (i.e., 55 gallon drum).

If you do not have any container specs set up yet, you will need to create some first in Container Spec Manager (from the Waste Detail Manager menu).

4 Save Container.

5 Click History tab. Add Contents to container. Save.

At this point, you can clone the container you created so you can have multiple containers to work with.

From the context menu for the Area, select View Containers. Right click the container in the list and choose Clone. Check the Contents box to clone the contents.

A-4


Creating a Shipment

Create Shipment:

1 Right click the Generator and select New > Shipment.

Skip the custom fields. If a default Custom Field Template is selected, leave it selected.

The default form selection is Uniform Hazardous Manifest, which can be used for both hazardous and non-hazardous waste shipments. Leave this selection alone, too, unless you specifically want to use a state-specific or generic manifest.

2 Click Next.

3 On the Main Shipping Info tab, enter a Shipment Number. To use the manifest number from the UHM, enter the manifest number for the Shipping Number and check Same as UHM.

The Generator section should be filled out automatically from the properties of Generator.

4 Select the Type of Shipment from the list.

You do not need to select a Date/Time Shipped until you are ready to take the shipment off hold and send it.

5 TSDF section: Enter the first few letters of the TSDF Name, then double-click the name in the list that appears.

A-5


Alternately, click the Select button below the TSDF fields, and select the TSDF from the selection window.

Address info will be automatically completed.

6 Transporters section: Enter the first few letters of the Transporter Name. Wait for a list to appear, then double-click the name you want.

Alternately, click the Add button below the Transporter fields, and select the Transporter from the selection window.

A-6


7 Line items section: Click Add.

8 Select By Containers.

9 Select the Profile from the dropdown list. Then select Add.

A-7


Container Manager appears in a new window. The containers matching that profile are listed.

10 Associate the container(s) you created.

11 Click Create Line Item.

The Line Item Details page appears. The details are completed from the information from the Profile.

A-8


12 Click Save to save your work so far.


14 If the Approval ID is not pre-selected, click Select and select the Approval from Approval Manager window.

The Approval cost records that were created on the Approval properties will appear for selection. (These represent different cost structures, for instance, disposal costs by bulk (weight), costs per container, internal or external rate, etc.

15 Choose the appropriate cost structure to apply to the shipment (disposal costs by container).

A-9


16 Click Apply Costs.

The Costs for the shipment are automatically calculated.

17 Click Next, or select the link to the Land Ban tab.

Note that this info is identical to the Land Ban/Regulatory section of the Profile. The details should be completed from the Profile.

18 Click Save.

You have now created the shipment. However, it is still On Hold and will not be processed until unless you select a shipping date and uncheck the On hold box on the main Shipping Info page. If you view containers in the Area, you’ll see that the containers are still shown in the Area.

A-10


Creating the Shipping Documents

To create the shipping manifest and send the shipment:

1 In Shipment Manager, find the shipment you created, right click and choose Edit.

2 On the main Shipping Info page, complete:

Type of shipment (i.e., Container/Bulk)

3 Select the Manifest Information link.

4 If you are using the UHM and chose to use the manifest number as the shipping number and entered that on the Main tab, it will automatically appear here.

For all hazardous waste shipments, you must use the Uniform Hazardous Manifest. For non-hazardous wastes, you have the option of using a state state-specific or generic manifest.

If you want to use a different manifest form (for non-hazardous waste only), select the manifest type and enter the State Manifest Number (required), and select the Continuation sheet type.

5 Choose the Printing defaults from the list of options.

If shipment defaults have already been set up in the system, the default selections will appear. See Printing Defaults (Sections 14, 15 and J).

A-11


6 In the Print Manifest, Continuation, etc. section at the bottom of the page, select the Container Detail Sheet checkbox. Then click Save Shipment and Print Manifest.

7 In the new Shipment Manager window that appears, click Generate Report.

Note If you want to print the report data directly on the preprinted manifest form in your printer, choose the option to Print data only. The data will be generated with the correct spacing to fit the printer form.

The buttons on the right are initially disabled. Once the report is generated, the buttons are enabled for the options you choose.

8 Click View Manifest.

The Shipping Manifest is displayed as a PDF form with form fields completed from the information supplied. This form can be printed.

A-12


9 Back in the Shipment Manager window, click the View Container Addition button.

The container list is displayed as a PDF file.

10 Close the Shipment Manager window after viewing the forms.

To complete the shipment, you can print out the manifest and any required additions.

Finally, you must select a Date/Time to ship, if you have not already done so, and take the shipment off Hold in order to release it.

11 Select the Main tab of the Shipment Record page:

Select a date to send the shipment (Date/Time Shipped).

De-select the On hold checkbox.

A-13


If the shipment date is today, the shipment the containers will be removed from the storage Area and the shipment status will change to Pending Return. If the shipping date is in the future, the shipment will be sent and the containers removed at the designed date/time.

A-14


Completing Shipment ReturnsOnce a shipment has been “sent” its status changes to “pending return” (unless (“No Return” is checked on the shipment form). Shipments with “pending return” status will appear in Shipment Return Manager. These are shipments that are waiting for the return of the shipping manifest.

To complete the shipment return:

1 In Shipment Return Manager, right click the shipment and choose Edit from the context menu.

2 On the Main page, enter the Date of Manifest Return, then click Next.

The Manifest Detail page lists the line items in the shipment. You must accept each line item individually and provide the details.

3 Select the button for a line item and click Accept.

The Item Detail page appears.

A-15


You have the option of noting discrepancies, rejecting the item, or placing the item on hold.

4 Click Next to proceed to the Item Cost Detail page.

5 Enter cost details and click Save.

You are returned to the Manifest Detail page. The line item you just accepted shows the new status (Accepted).

6 Select the next line item and repeat the process.

A-16


7 When all line items have been accepted, click Next to go to the Cost Detail page.

The costs shown are automatically summed from the costs associated with each line item. You can add an adjustment if necessary.

8 Complete the Financial Detail section and click Save.

If the save was successful, a confirmation message appears informing you that the shipment status has been changed to Archived.

A-17


A-18

BBatch Sampling Procedure

With the batch sampling feature, a user can:

Create a batch of equipment or containers that need to be sampled.

Create and associate samples for all batch items.

Compose an email message to send to the lab chemist(s).

Create and print labels to attach to the samples for shipping to the lab.

Create and print a Chain of Custody.

After the analysis is complete, the laboratory user can

Access the batch in the system to update it with the lab results.

Edit samples in bulk to apply the same results, or edit sample consecutively in quick succession for different results.


Create Batch for SamplingYou can create a new batch from the Containers or Equipment list, or from Batch Manager.

To create a new batch from the Containers or Equipment view:

1 From the Containers or Equipment list, select multiple items (using Ctrl+click) to add to the batch.

2 Right click and choose New Batch.

Figure B-1 Create new batch from selected containers

The New Batch form appears, with the selected items. The Generator field is completed for you. The batch number will be automatically generated from the numbering schema set up for the Generator. (See (Admin/Security Manager > Default Settings.)

You may add additional items to the batch, if desired by clicking Associate Container or Associate Equipment button and selecting the items to add.

Alternately, you can create a new batch by selecting New > Batch from the Waste Detail Manager menu. Select a Generator, then click the Associate Container or Associate Equipment button to add items to the batch.

3 Enter a Group Reference name or number.

Figure B-2 Create a new batch

4 Select Associate Sample for the action to apply after saving.

B-2


Figure B-3 Select action to apply after saving

5 Select Save.

The Associate Samples page is displayed next. See Create Samples for Batch, page B-4.

Alternately, you can select Associate COC to use the expanded capability of the Chain of Custody Manager. If you select Associate COC, the Create Chain of Custody page appears. The inventory in the batch is automatically added to the COC. See Create Chain of Custody.

B-3


Create Samples for BatchWhen you create samples for a batch, a sample is created for each item (container or equipment) in the batch. You can edit the batch later to provide the lab results for each sample, in bulk or consecutively.

To create samples for a batch:

1 First, create the batch from Batch Manager. From the “Apply selection action after saving” list, select Associate Sample. Click Save.

See Create Batch for Sampling, page B-2.

2 On the Associate Sample page, enter the Date, or select the date from the calendar.

This is the date the sample was taken, or is required (not the date of the lab work).

3 Enter a Chain of Custody number and select the Date of Chain of Custody.

Leave the Print Chain of Custody box selected if you want to print the COC. If not, you can de-select this option.

4 Select the Turnaround time option, if you want special handling. The default is routine/10 day.

5 Select the Analytes to test for.

Ph, Flash and PCB are selected by default. To test for Solvent, double click Solvent to add it to the Selected list.

To test for other analytes, enter the analyte in the text box to the right and click Add Analyte to Selected. Your addition will be added to the Selected list.

To remove an analyte from the Selected list, double click it.

6 Choose a lab from the Lab list. After selecting the lab, you may select the chemist(s) to notify, if desired, and compose a message.

To send a message to one or more chemists, select the chemist(s) from the box. Check Email Chemist, and compose your message in the adjoining box.

To email yourself (i.e., to keep a record of what you are working on), select Me, and compose a message as above.

If no message is required, select None.

B-4


Figure B-4 Select lab, and enter message to send to chemist

7 Review the list of items and associated samples.

Sample numbers are automatically assigned according to the numbering schema for the Generator.

If a sample is already associated with the object, the Existing Sample Number will be shown. Leave the New Sample Number blank to use the existing sample.

If you want to create a new sample for the item, enter a new sample number; the item will then have two samples associated with it. Sample numbers must be unique for each item.

8 Set up labels for printing.

If you do not want to print labels, select - Do not print labels from the Print Labels list, click Save, then Finish.

If you have previously set up default print labels, select - Print Defaults from the Print Labels list and the default labels will appear as previously configured. (Print label defaults are saved for each user, not per system.)

To set up your default labels, or edit your defaults:

Select an item from the Print Labels dropdown list. The associated properties are displayed. To select a property to include on the label, double click the property. The property name will appear in the selected box on the right, and in the Default Labels section below.

B-5


Figure B-5 Select properties for print labels

To re-order properties, select a property and click Up or Down to move it.

Figure B-6 Use Up and Down buttons to re-order properties

To edit the property name as it will appear on the label, edit the name in the Default Labels list. You can also enter Default Values for the property, if applicable. After setting up the print labels as desired, click Save Defaults.



Figure B-7 Edit print label defaults and save


On the next page, the Print Labels section shows the labels as they will appear for printing. The Print Chain of Custody section shows the COC as it will appear for printing.

B-6


Figure B-8 Generate PDF labels and/or COC for printing

10 To print either the labels or the COC, click Generate PDF in the appropriate section.

11 Save the pdf file(s) to your computer.

You can then open the pdf file and print the labels.

12 Click Finish.

When the lab results are returned, you can edit the batch and enter the results in bulk.

See Enter Sample Results for Batch, page B-8.

B-7


Enter Sample Results for BatchOnce the lab results are returned, you can edit the batch to enter results for all items in the batch.

To enter lab results for the batch:

1 From Batch Manager, right click the batch and choose Sample.

Figure B-9 Enter sample results for batch

Alternately, from Sample Manager, choose any sample from the batch, right click and choose Edit.

Figure B-10 Edit sample from Sample Manager

The items in the batch and the associated samples are listed at the top of the page. The first sample (or selected sample) is highlighted and its details are shown below.

To choose a different sample to update, click the Sample Number link.

If the list is large, you can close the sample list display by clicking the X in the Batch Number header.

B-8


Figure B-11 Selected sample


Bear in mind that you will be able to apply the results to one or more, or all, samples in the batch when you are done.


Figure B-12 Enter sample details

4 On the Lab tab, enter the lab analysis results. Then click Next to proceed to the Associations tab.

B-9


Figure B-13 Lab details for sample

5 On the Associations tab, select the New Profile Number link for the container or equipment.

Figure B-14 Select profile number to edit

6 In the Profile selection window, find the waste profile to associate with the sample. Click Associate.

B-10


Figure B-15 Select profile to associate

Once you have completed all information for the sample, you can then choose other items in the batch to which you want to apply the same results.

7 Check the items in the list on the top of the page to which to apply the results.

To apply the results to all samples in the batch, click Check All.

8 Click Save.

Figure B-16 Save to apply results to selected items

A confirmation message informs you that the samples were saved. Click OK.

The Updated On column shows the date for those samples that have been saved. The next unedited sample in the batch is highlighted in the table.

B-11


Figure B-17 Results applied to selected items

For convenience, the field values for some fields are pre-populated from the last edited sample for the next sample, although values may be changed as necessary.

9 Repeat the procedure to enter the lab results for the next item.

You may apply each set of results to multiple samples, or continue to add consecutive results for each item individually.

Figure B-18 Next item in batch

When all samples have been edited and saved, the email button is enabled so you can email the results to the appropriate users.

10 Click Create and Send Email.

Figure B-19 Create and send email

B-12


11 Select the users you want to email from the Available Users list and click the > button to move them to the selected pane.

An automatically generated message is displayed, which you may edit as desired.

12 Click Send Email to finish.

Figure B-20 Send email

A copy of the email message is displayed for your information.

Figure B-21 Email message sent

B-13


B-14


Index

AAreas

moving wastes between 3-81types 3-2

Bbatches

creating 4-29, B-2

Ccalendar

daily view 2-4monthly view 2-6object 7-13personal 2-3personal calendar 2-2system calendar 7-11weekly view 2-5

consolidating wastes 3-85containers

add/remove content 3-17cloning 3-12consolidating 3-21content history 3-4creating 3-6deleting 3-16destroying 3-89detail 3-4editing 3-13labels 3-22moving 3-18, 3-81overview 3-3reusing 3-21view list 3-3

content frame 1-12content history

containers 3-4equipment 3-26overpacks 3-47

context menu 1-13

DDaylight Savings Time 7-42desktop 2-9

messages 2-12tasks 2-10

destroying wastes 3-89destruction transaction 3-89

permitted area 3-89

Tank 3-93dismiss task 7-23document folders 8-20

browsing 8-4copying 8-23creating 8-20edit description 8-21moving 8-23renaming 8-21

Document Manager 8-2document permissions

managing 8-25setting on document 8-28setting on folder 8-26

documentsabout 8-2associated with tasks 7-19associating with objects 8-7associating with tasks 7-35copying 8-17managing 8-9moving 8-18properties 8-11

editing 8-12renaming 8-13searching 8-5uploading 8-9versions 8-11, 8-14

upload new 8-14view previous 8-16

Eequipment

add/remove content 3-32archiving 3-37associating containers 3-33cloning 3-35content and movement history 3-26creating 3-28destroying 3-89editing 3-31moving 3-42, 3-81overview 3-25refurbishing 3-39view details 3-26view list 3-25

I-1


Hhidden objects 1-14

Iicons

task icons 7-15inactive objects

show inactive objects 1-14inventory movement 3-81

Llab pack items

cloning 3-68content and movement history 3-62creating 3-63destroying 3-89editing 3-67overview 3-61view details 3-62viewing 3-61

labelscreating container labels 3-22creating overpack labels 3-59

leap years 7-42line items

print shipping labels 5-37log in 1-5

troubleshooting 1-7log out 1-5, 1-7

Mmanifest

creating shipping manifests 5-38menus

right click 1-13rollover 1-8

messages 2-12move inventories 3-81movement history

containers 3-4equipment 3-26lab pack items 3-62overpacks 3-47

multitaskscreating 7-30

Nnavigation frame 1-8navigation menu 2-2

Oobject calendar 7-13overpacks 3-46

adding items to 3-55associated waste codes 3-47

cloning 3-52content and movement history 3-47creating 3-48destroying 3-89editing 3-54labels 3-59moving 3-59, 3-81shipping information 3-47view details 3-47view list 3-46

Ppassword

changing 2-14permissions

on document 8-28on document folder 8-26on documents 8-25on report folders 6-32on reports 6-31, 6-34

personal profile 2-13change password 2-14editing 2-13

personal workspace 2-2popup menu 1-13profile

personal 2-13purchase order numbers 5-5

Rreceiving shipments 5-47recurrent tasks 7-31refine search for object and children 7-9refine search for subtasks 7-10refine search for task 7-7refine search for task object 7-8rejected shipment items 5-64report folders 6-27

copying 6-29creating 6-27editing 6-28moving 6-30setting permissions 6-32

Report Manager 6-2report permissions

about 6-31on folders 6-32on reports 6-34view permissions 6-31

reportscopying 6-21editing 6-20group by options 6-20moving 6-22

I-2


overview 6-2permissions 6-31refine results 6-19running 6-10searching 6-11security 6-23select aggregates to report 6-20select attributes to report on 6-19select objects to report on 6-18select users/groups to report on 6-20selecting report dates 6-17shipment reports 6-26task report 6-23versioning 6-20viewing saved report types 6-2waste management detail reports 6-25

returns 5-59rollover menu 1-8

SSample Manager 4-8samples

creating new 4-9editing 4-13viewing 4-8

Section 14 5-6Section 15 5-6security report 6-23

by permissions 6-24by rights 6-24

Shipmentpurchase order numbers 5-5setting shipment defaults 5-5

Shipment printing defaults 5-6Shipment Receiving Manager 5-47shipment reconciliation

rejected items 5-64shipment reports 6-26Shipment Return Manager 5-59shipments

adding containers 5-15adding equipment 5-26adding line items 5-15

by profile 5-22non-storage items 5-35

adding overpacks 5-19adding tank contents 5-30creating 5-8creating shipping manifests 5-38overview 5-2receiving 5-47releasing 5-40returns 5-59shipping status 5-43

tracking and viewing 5-42shipping information

overpacks 3-47shipping labels 5-37shipping status 5-43show/hide inactive objects 1-14show/hide temporary generators 1-14Spill Manager 4-3spills

creating new 4-4viewing 4-3

subtasks 7-27completion mode 7-40creating 7-39

system calendar 7-11system model frame 1-10system model objects

associating documents 8-7

TTanks

add/remove content 3-74content history 3-73current content 3-71destroying wastes 3-93maintenance history 3-76managing 3-70measurement history 3-78viewing 3-70

task exceptions 7-36Task Manager 7-2task notifications

adding 7-32editing 7-32receiving 7-22

task report 6-23tasks

about 7-2accessing 7-3add recurrence schedule 7-31associating documents 7-35cancelling 7-46completion status 7-20create exception 7-36creating 7-28current assignments 2-10deleting 7-46dismissing 7-23edit recurrence schedule 7-43editing completed tasks 7-44editing properties 7-43icons 7-15multiple objects 7-25multiple task completion 7-24

I-3


multitasks 7-25creating 7-30

no instance due 7-47parent tasks 7-27quick completion 7-24recurrence 7-31scheduling 7-28searching 7-6

refine search for object and children 7-9refine search for subtasks 7-10refine search for task 7-7refine search for task object 7-8

subtasks 7-27completion mode 7-40creating 7-39

updating 7-20updating status 7-20view associated documents 7-19view properties 7-17view summary 7-16viewing tasks 7-4

time changes 7-42

Wwaste codes

overpacks 3-47waste storage

overview 3-2

I-4