Using Waste Hauler Management

Waste Hauler Information

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

Adding a New Waste Hauler

From the Waste Hauler Management Screen, click the <New> button, opening the Hauler Details screen, and then enter in the Hauler ID, the Company Name and other Hauler information. NOTE:  From the Hauler Details Screen you can ONLY edit the information on the Account Info and the Site & Date Info tabs.

Note:  All other information is added and modified through the Add New and Details links on their respective tabs.

Modifying Existing Waste Haulers

From the Facility Management Screen, click on the Edit button, which will open the Hauler 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 Hauler Management Screen, click on the <Close> button.  From the Hauler Details Screen you can edit the information on the Account Info and the Site & Date Info tabs.

Note:  All other information is added and modified through the Add New and Details links on their respective tabs.

Selecting Tabs

The Tab control will remember where you have been. If the last time you were in Hauler Management, you were in Events, the next time you enter Hauler Management the tab selector will be on Events.

Deleting Waste Haulers

This function is disabled by default in order to prevent unplanned Hauler deletions.  You can enable it in the Configuration Screen.  As an added safety feature, a Waste Hauler can only be deleted when it does not have any associated Monitoring Point, Event, Sample or Result information.  If such information exists our software will inform you of what needs to be removed.

Buttons

Action performed

New

Opens Hauler Details Edit window allowing you to create a new Hauler/Permit.

Edit

Opens Hauler Details Edit window allowing you to edit the selected Hauler/Permit.

Close

Closes the screen, returns to the Main Menu.

Delete

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

Record Selectors

Standard Record Selectors allowing you to move between displayed Haulers.

Status Bar

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

Waste Hauler Selection

Hauler No

Drop down box offering a list of Haulers by Hauler No.  This changes the Hauler details displayed below.

Hauler Name

Drop down box offering a list of Haulers by Name.  This changes the Hauler details displayed below.

Address

Drop down box offering a list of Haulers by Street Address.  This changes the Hauler details displayed below.

Item

Description

Hauler No

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

Name

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

Address / Address 2 / City / State / Zip

Multiple address lines for the site location of the Waste Hauler

Active

Is the Hauler active?  Yes or No. This field defaults to YES when creating a new Waste Hauler.

Permitted

Has the Hauler been issued a Permit? Yes or no.

Classification

What type of Hauler is this?  E.g. Combined, Grease, Septic.  Classifications may be added to the CLASS CODES list via Hauler Administration Section. This allows you to group similar Haulers to send notices or gather Pump Out and Disposal records.

Daily Flow

This Hauler’s estimated average daily flow if applicable.

Expiration Date

When does the Hauler’s Permit expire? This value is taken from the last completed Permit Expiration Event associated with this Permit and cannot be edited here.

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

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

Tabs

Description

Account Info Tab

The Account Info Tab displays Disposal Site, Annual or Monthly Fee, Hauler Alias, Account, Sewer and Meter numbers and more.

Site & Date Info

The Site & Date Info Tab displays Site Coordinate information, Permit Event Dates, and Event Frequencies for the Hauler/Permit.

Vehicles & Drivers

Track the vehicles & drivers for the Waste Hauler

Contacts Tab

The Contacts Tab lists the contacts for this Waste Hauler.

Pump Out Disposals Tab

Use the Pump Events Tab to add, view, and modify Pump Out and Disposal Events.

Events Tab

The Other Events Tab lists all events for this Waste Hauler.

Notes Tab

The Notes Tab lists the notes associated with this Waste Hauler.

Attachments Tab

The Attachments Tab lists all file that are attached to this Waste Hauler

Monitoring Points Tab

The Monitoring Points Tab lists the monitoring points for this Hauler/Permit.

Codes Tab

Assign Industry standards Codes via the Codes Tab.

Selection

Description

Hauler No

No of Hauler whose info is being displayed below.

Hauler Name

Name of Hauler whose info is being displayed below.

Buttons

Action performed

New

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

Edit

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

Save

Saves the changes made to the Waste Hauler.

Close

Closes the screen.

Cancel

Cancels any changes made to the Waste Hauler.

Record Selectors

Standard Record Selectors allowing you to move between Waste Haulers that have been created.

Status Bar

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

Choose a Site

When you Edit or Create a New Waste Hauler, in the Details tab for the Industry, there is a “Choose a Site” button that allows you to use existing site information to automatically fill in the site information.  This is useful for managing multiple permits that exist at one site.

Item

Description

See the Waste Hauler Field descriptions

The Waste Hauler Details Screen places information into the Waste Hauler Address info area, Account Info and Site & Date Info tabs of the Waste Hauler Management screen.

Buttons

Action performed

Apply

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

Cancel/Close

Cancels without changing the Hauler’s site information

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

Site No

User defined, unique identification for this Site information

Address 1 / 2, City, State, Zip Code

Address info of the existing 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