Facility Management\Facility Management View

Facility Management View

 

 

Basic Facility information is displayed in Facility Management. Facility No., Name, and Address along with fields to display Active, Classification, and Inspection and Pump Out information give you important data in one view that is always visible.

 

Facility Selection:

  1. Facility No - Drop down box offering a list of Facilities by Facility No.  This changes the Facility information displayed.
  2. Facility Name - Drop down box offering a list of Facilities by Name.  This also changes the Facility information displayed.
  3. Address - Drop down box offering a list of Facilities by Street Address.  This also changes the Facility information displayed.

 

Functions:

 

  1. Track Event Information - Track your last and next Inspection and Pump Outs.  These items are modifiable by creating and editing Events in Event Manager. This provides a quick view of when a Facility is next scheduled for an Inspection or a Pump Out.
  2. Add new Facility - From the Facility Management Screen, Click the <New> button, and then enter in the Facility #, the Facility Name and other Facility information. See the Facility Management Screen for more info on all the fields.
    1. NOTE:  From the Facility Details Screen you can ONLY edit the information on the Account Info and the Site & Date Info tabs.
    2. Note:  All other information is added and modified through the Add New and Details links on their respective tabs.
  3. Modify Existing Facilities – From the Facility Management Screen, Click on the Edit button, opening the Facility Details Screen.  Now simply make any modifications that you would like.  Next click the <Save> button to record the change or the <Cancel> button to abandon the change.  Then to return to the Facility Management Screen, click on the close button.  From the Facility Details Screen you can edit the information on the Account Info and the Site & Date Info tabs.
    1. Note:  All other information is added and modified through the Add New and Details links on their respective tabs.
  1. Selecting Tabs – The Tab control remembers where you have been. If the last time you were in Facility Management, you were in Pump Events, the next time you enter Facility Management the tab selector will be on Pump Events.
  2. Deleting Facilities – This function is disabled by default in order to prevent unplanned Facility deletions.  You can enable it in the Configuration Screen.  BEWARE that deleting a Facility will delete every piece of data about that facility including; inspections, Pump Outs, notes, contacts, etc.  You cannot undo a deletion!
  3. Logging Facility Letters – Any time you print one of the letters associated with Facilities, you are asked if you wish to create an Event for each Facility being printed. Choosing Yes creates an Event of type “LTR_PRNTD” which indicates the type of letter and the date it was sent.

 

 

Buttons and Facility Items

Buttons

Action performed

New

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

Edit

Opens Facility Management Edit window allowing you to edit the selected Facility/Permit.

Close

Closes the screen, returns to the Main Menu.

Delete

Deletes the selected Facility/Permit from the system.  This button is disabled by default.  To enable the ability to delete Facility/Permits go to Facility Admin à Configurations à Local Configurations à Enable Facility, Site and / or Monitoring Point Deletes and check the box.

Record Selectors

Standard Record Selectors allowing you to move between displayed Facilities. 

Status Bar

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

 

Facility Items

 

Description.

Facility No

The main identifier for the Facility. This can also be the Permit No.  This field is required

Name

The name of this Facility. This can also be the Permit Name. This field is required

Address

The first line of the Site’s physical address

Address (cont.)

The second line of the Site’s physical address

City

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

State

The state where this Site is located

Zip code

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

Active

Is the Facility active?  Yes or No.

Classification

What type of Facility is this?  E.g. Fast Food, Cafeteria, Hotel…  Classifications may be added to the CLASS CODES list via Facility Administration Section. This allows you to group similar Facilities.

Secondary Class

A second classification to describe this Facility, which can be utilized in conjunction with “Classification” to group Facilities in a more specific manner.  

Personnel

POTW Personnel assigned to work with this Facility

Daily Flow

This Facility’s estimated average daily flow

Trunk Line

Identify what trunk line the Facility is discharging to.  If you want to know which Facilities are on what trunk lines, build a “Group” on Trunk Line and print out a report.

Map Category

Map Category for this Site.  Create Groups for each section of your town or city.   Coordinate your sampling and inspection visits to a single section of town per day.  Save yourself the driving time.  Just type in a new Map Category or select a Map Category that has already been entered.

Last Inspection

The date of the last Inspection Event for this Permit.  This value is taken from the last completed Inspection Event associated with this Permit and cannot be edited here. See Inspections to manage Inspection Events.

Next Inspection

The date of the next Inspection Event for this Permit.  This value is taken from the next scheduled Inspection Event associated with this Permit and cannot be edited here. See Inspections to manage Inspection Events.

Pumping Frequency

The frequency with which the Facility should have its grease trap pumped. 

 

The best approach is to assign the Pump Out Frequency for each of your Facilities in this field first, before you create any Extractors or any Pump Out events.

 

Permit Pump:

 

When you assign a value to the Pumping Frequency field, Linko refers to that value as “Permit Pump”.

 

Linko will automatically assign this “Permit Pump” to the Cleaning Frequency field whenever you create a new Extractor.

 

You can then use “Permit Pump” in Event Type Details à “Auto Scheduling Freq” section.  This tells LinkoFOG to create follow-up Pump events based on the Pumping Frequency assigned to that Facility.

 

Last Pump Out

The date of the Last Pump Out event.  This value is taken from the last completed Pump Out Event associated with this Permit and cannot be edited here. See Pump Outs to manage Pump Out Event.

Next Pump Out

The date of the next Pump Out Event.  This value is taken from the next scheduled Pump Out Event associated with this Permit and cannot be edited here

 


 

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Item

Description

Site Address

Combo box allowing user to select a Site for display.  Sorted by street address

Site No

Combo box allowing user to select a Site for display.  Sorted by Site No

Apply

Automatically fills the Facility’s site information on the Facility Management screen

Cancel/Close

Cancels without changing the Facility’s site information

Site No

User defined, unique identification for this Site information

Address 1

First address line of this Site

Address 2

Second address line of this Site

City

City for this Site

State

State for this Site

Zip Code

Zip Code for this Site

Map Category

Map Category for this Site.  Create Groups for each section of your town or city.   Coordinate your sampling and inspection visits to a single section of town per day.  Save yourself the driving time

Site Elevation

Elevation of this Site

North/South

East/West (Y) grid coordinates

East/West

North/South (X) grid coordinates

GIS No

GIS number for use with GIS system

 

 

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