Facility Management\Facility Management Overview

 

Use Facility Management to track all of your Facility and permit information.   Easy to use tabs organize information into sections.  Each of the tabs or sections is listed below.   Note:  Only information in the Account Info and the Site & Date Info tabs can be edited directly from the <<Edit Button>>.  Information on each of the other tabs must be edited by using the Add New and Details buttons within those tabs.  The fields from all the tabs except Pump Events, Inspect Events and Other Events can be used to create custom groups in our Groups and Queries feature, so consistency is very important.

 

·       Account Info Tab – Configure Annual or Monthly Fee, Permit Status or Facility Alias, Pumper, Account, Sewer and Meter numbers and more.

·       Site & Date Info Tab – Configure Site GIS Coordinates, Permit Event Dates, and Sampling, Reporting and Inspection frequencies. These frequencies can be used in the Auto Scheduler and the Event Manager to automatically generate Facility Pump Out, Reporting, or Inspection Events.  To modify the Permit Event Dates you must create or edit events in the Event Manager or Event Tab.

·       Extractors & Equipment Tab – Store information related to the Grease Trap or Extractor along with the cooking Equipment on site.  Note: Compliance Limits on the Extractor can be configured to enable tracking of Depth of Grease, Depth of Solids, and Percent Grease as well as setting the Trap Size and Depth.

·       Contacts Tab - Facility Contacts can be viewed on the Contacts Tab. The company name and address are automatically loaded from the Site information for the Facility.  A partial contact is automatically created for each new Facility you create which you should then complete.  You should create a contact for each facility with a contact priority of 1; the contact information is used on several reports and letters.

·       Pump Events Tab – Schedule and modify Pump Out events for the selected Facility. View information related to the Hauler, vehicle, driver, amount pumped, date pumped, disposal site and any other information you may wish to display.

·       Inspect Events Tab - Schedule and modify Inspection events and view information related to a Trap Inspection for the selected Facility. View Inspection results and dates completed and other information you may wish to display.

·       Other Events Tab – All of a Facility’s past, present and future activity is displayed here.  From Violations to Inspections to Sampling activity, you can view and modify it all right here, and it is only for the Facility that you have selected.

·       Notes Tab- Store and track all of the specific information regarding a Facility that you would like.  Do you keep track of Educational Outreach materials, Best Kitchen Practices, Facility Descriptions or other information?  All of these items as well as any others that you can think of can be tracked in this tab.

·       Attachments Tab – Allows users to attach multiple files to events and Industries/Facilities as well as many other types of Linko records.

·       Monitoring Points tab - locations where samples are collected and the pollutant daily, mass and average compliance limits are displayed.

·       Codes Tab - Store and manage all of a Facilities SIC, NAIC and CAT codes and descriptions

 

 

 

 

 

 

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