enviance waste management admin guideprofiles and approvals enviance waste manager 1-2 overview of...

the enviance system

Enviance Waste Manager Admin 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.

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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 Profiles and ApprovalsOverview of Profiles and Approvals 1-2Approval Manager 1-4

View Approvals 1-4Edit Approvals 1-6Create New Approval 1-8Add Approval Cost Records 1-11Associate Profiles with Approvals 1-13

Profile Manager 1-15View Profiles 1-15Edit Profiles 1-18Create New Profile 1-20

Constituents tab 1-23Characteristics tab 1-24Waste Codes tab 1-26Shipping Information tab 1-28Land Ban tab 1-30Regulatory tab 1-32

2 Waste DetailsWaste Detail Management Overview 2-2Chemical Manager 2-3

Add/Edit Chemicals 2-4Container Spec Manager 2-8Batch Manager 2-11

Create Batch 2-12Tie Code Manager 2-16Dictionary Manager 2-18

Add a dictionary item 2-19Edit a dictionary item 2-20

Compatibility Category Manager 2-23Edit Compatibility Categories 2-24Create New Compatibility Category 2-25

Labels 2-26Printer Configuration for Labels 2-28

3 Company ManagerOverview of Company Manager 3-2Laboratory Manager 3-3

Create New Laboratory 3-4Edit Laboratory Information 3-6

Transporter Manager 3-8Create New Transporter 3-9Edit Transporter Information 3-11

TSDF Manager 3-14Create New TSDF 3-16Edit TSDF Information 3-17

Enviance Waste Manager

Vendor Manager 3-20Create New Vendor 3-21Edit Vendor Information 3-22

Company Contacts 3-24Company History 3-25

4 System ModellingWaste System Modelling Overview 4-2Generators 4-4

Create/Edit Generator 4-4Change Generator to Generator/TSDF 4-8Temporary Generators 4-8Setting Storage Limits and Alerts for Generator 4-9

Storage Limit Clock Parameters 4-12Editing Limits 4-13

Edit Generator Numbering Schemas 4-13Edit Generator Preferences 4-15Generator Permissions 4-15

Areas 4-17Create/Edit Areas 4-17Ultimate Destruction Areas 4-19Edit Notifications and Set Area Alerts 4-21Area Storage Limits 4-23

Satellite Accumulation Area Limits 4-24Accumulation Area and Permitted Storage Area Limits 4-25Universal Storage Area Limits 4-26

Area Permissions 4-26Tanks 4-28

Create/Edit Tank 4-28Edit Tank Notification Schedules 4-30Flush Tank 4-31Tank Permissions 4-32

Lists 4-33Create Lists 4-34Edit List 4-36List Permissions 4-37

5 Template ManagerAbout Template Manager 5-2Custom Fields 5-3

Custom Field Manager 5-3Create New Custom Fields 5-4Edit a Custom Field 5-5Copy a Custom Field 5-6Custom Field Types 5-7

Text Fields 5-7Number Fields 5-7Text Box 5-8Dropdown List 5-8Dropdown List with Text Box 5-9Date/Time Fields 5-10

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True/False Fields 5-11Custom Field Templates 5-13

Custom Field Template Manager 5-13Create a Custom Field Template 5-14Auto-Populate Custom Fields 5-16

Edit Autopopulated Custom Fields 5-18Apply a Custom Field Template 5-19Edit a Custom Field Template 5-20Delete a Template 5-21Rename a Template or Field 5-22

6 SecuritySecurity Overview 6-2

User and Group Setup 6-2Special Administrative Accounts 6-2User Rights 6-3

User Profile Manager 6-5Add Users 6-6Delete/Restore Users 6-9

System User Manager 6-11Group Manager 6-14

Create a New Group 6-15Access Manager 6-17

Grant Access to Other System Users 6-18Revoke System Access for External Users 6-20

Policy Manager 6-22Billing Manager 6-25

Create a New Billing Profile 6-27Change Billing Profile Assignments 6-29Delete/Restore Billing Profiles 6-31

Audit Manager 6-33Import Manager 6-34Default Settings 6-35System Preferences 6-36

Approval Notification 6-37System Numbering Schemas 6-37

Managing Permissions 6-39Object Permissions 6-39View/Assign Permissions to Objects 6-40Deny Access to a System Object 6-42

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1Profiles and Approvals

Overview of Profiles and Approvals 1-2

Approval Manager 1-4

Profile Manager 1-15

Profiles and Approvals Enviance Waste Manager

Overview of Profiles and ApprovalsAn essential concept in the Enviance Waste Management system is the establishment of Profiles and Approvals. The storage, movement and shipment of wastes in the system is controlled by the Profiles and Approvals configured in the system.

A Profile describes a type of waste produced by one or more Generator(s) in the system—basically what the waste is and to whome it belongs. The Approval specifies where the waste may be shipped (which TSDF), and describes the associated costs.

Each storage item is assigned a Profile to describe the waste it holds. The Waste Type field in the Profile determines which Areas a container is allowed to be stored in or moved to within the system.

An Approval represents the agreement by a TSDF to accept certain types of waste. The waste types are defined by the Profiles that are associated with the Approval. Only wastes with the Profiles shown on the Approval may be shipped to a TSDF.

The basic waste flow chain is illustrated in Figure 1-1.

Figure 1-1 Basic waste flow chain: 1 Generator, 1 waste type, 1 Approval/TSDF

A single Profile may be associated with several different approved disposal methods, which allows one to determine the most cost-effective method for disposal. In this case, the waste flow chain may be represented by Figure 1-2.

1-2

Enviance Waste Manager Profiles and Approvals

Figure 1-2 1 Profile to many Approvals/TSDFs

Another scenario allows for many profiles to be associated with one universal Approval/TSDF, as shown in Figure 1-3.

Figure 1-3 Many Profiles to 1 Universal Approval/TSDF

See Also

Approval Manager, page 1-4Profile Manager, page 1-15

1-3


Approval ManagerAn Approval describes an approved disposal method for one or more waste types. An Approval is associated with a single TSDF, and represents the contract by which the TSDF agrees to accept specified waste types, as defined by the associated Profiles.

The approval may also include the disposal or treatment cost information for the different types of wastes accepted. The appropriate cost options may then be selected and applied when a shipment is made to the TSDF.

In order to access Approval Manager, you must have the appropriate user rights. The user rights that govern Approvals are as follows:

Approval View: May view profiles only

Approval Modify: May edit profiles

Approval Full Control: Has access to all functions for profiles

See Also

View Approvals, page 1-4Edit Approvals, page 1-6Create New Approval, page 1-8Add Approval Cost Records, page 1-11Associate Profiles with Approvals, page 1-13Profile Manager, page 1-15

View Approvals

To view Approvals:

1 Select Approval Manager from the Waste Detail Manager menu.

Figure 1-4 Access Approval Manager

Approval Manager shows the list of Approvals set up in the system.

You can search for an Approval by Number, State Approval Number, or Date Sent (date sample was sent).

1-4


Figure 1-5 Approval Manager

2 To view Approval details, select the Approval Number link.

The Approval details are displayed.

Figure 1-6 Approval details

The Approval Records section shows the various disposal costs. The Profiles section shows the waste profiles accepted.

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Figure 1-7 Approval cost records and waste profiles accepted

Note Approval Manager displays only approvals associated with profiles that are associated with Generators to which the user has permission, or where the Approval Profile is corporate-wide.

See Also

Edit Approvals, page 1-6Create New Approval, page 1-8Add Approval Cost Records, page 1-11Associate Profiles with Approvals, page 1-13

Edit ApprovalsYou can edit an Approval in order to edit details, disposal costs, profiles accepted and other information related to the Approval.

To edit an Approval:

1 In Approval Manager, right click anywhere in the row for the Approval and choose Edit from the popup menu.

Figure 1-8 Edit Approval

The Edit Approval form appears.

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Figure 1-9 Edit Approval Form

2 Edit the information for the approval as desired.

In the Approval Records section you can add or edit cost information. See Add Approval Cost Records, page 1-11.

Figure 1-10 Edit Approval Records

In the Profiles section, you can associate new profiles or remove existing ones. See Associate Profiles with Approvals, page 1-13.

Figure 1-11 Edit associated profiles

3 Select Save to save your edits.

To deactivate an Approval:

1 In the Edit Approval form, for the Approval Status select the Expired or Inactive button.

Shipments will no longer be permitted with this Approval, unless the status is changed to Approved/Active.

To delete an Approval:

1 In Approval Manager, right click anywhere in the row for the Approval and choose Delete from the popup menu.

You can delete an Approval only if it has not been used.

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See Also

Create New Approval, page 1-8Add Approval Cost Records, page 1-11Associate Profiles with Approvals, page 1-13

Create New ApprovalIf you need to create a new Approval and the CLIN, TSDF, etc. are the same as an existing approval, the most efficient way to create the new approval is to make a clone of the existing Approval and edit it.

To create a new Approval by cloning:

1 Select an existing similar Approval, right click and select Clone.

The New Approval form appears.

2 Edit the fields you want to modify. (See the following section for details.) Then click Save.

To create a new approval from scratch:

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

Figure 1-12 Create new Approval

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 Continue.

Figure 1-13 Select optional Custom Field Template

1-8


The New Approval form appears. The Approval Number is automatically generated, according to the numbering schema that has been set up for the system. For example, it may be a combination of the profile number followed by the TSDF approval number in parentheses. See System Numbering Schemas, page 6-37.

Figure 1-14 New Approval form

4 If a Vendor is associated with this TSDF, check the Vendor box and select a vendor from the list.

To set up a new vendor, see Vendor Manager, page 3-20.

5 Select the TSDF with which the Approval is associated from the list.

If a vendor was selected, only the TSDFs associated with that vendor are shown.

6 Select the classification for the types of waste with which this Approval is concerned: Equipment and Equipment bulk or Container and Container bulk.

7 Select the Approval Status.

Important The Approval Status must be set to Approved/Active in order for shipments to be created in the system under this Approval number.

8 In the Sample Detail section, enter the Chain of Custody number and Date sent, if relevant. Select the Sample Status.

Important The Sample Status must be Approved/Active in order for shipments to be created in the system under this Approval number.

Figure 1-15 Sample detail for Approval

1-9


9 In the TSDF Approval section, enter the TSDF Approval # and complete the applicable information fields for the TSDF Approval.

Figure 1-16 TSDF info for Approval

10 In the State Approval section, enter the State Approval # and complete the applicable information fields for the state approval.

Figure 1-17 State Approval details

11 In the Approval Records section, choose a Cost Label (type) from the list and click Add to add a cost option. Complete the cost information fields.

You can add several different cost options for the approval. See Add Approval Cost Records, page 1-11.

Figure 1-18 Approval cost records

Add notes as desired in the Notes section.

12 In the Profiles section, click Associate, and select the waste profile(s) to associate with this Approval.

Note Although you may assign more than one profile to an approval, usually only one profile is associated with each approval, so that costs can be easily adjusted as prices change.

Figure 1-19 Profiles associated with Approval

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Optionally, in the Custom Fields section, complete any custom fields. Click Change Layout to add or change the Custom Field Template, or Clear Layout to remove a template.

13 Click Save to save the Approval.

See Also

Add Approval Cost Records, page 1-11Associate Profiles with Approvals, page 1-13Edit Approvals, page 1-6

Add Approval Cost RecordsApproval Records show the various disposal costs associated with an Approval/TSDF.

Several different cost structures may be configured. For example, there may be External, Internal, and Corporate cost options. Within each of these categories there may be disposal costs and treatment costs, and cost by container or bulk.

To set up Approval Records:

1 In the Edit Approval form, scroll to the Approval Records section.

2 Select the Cost Label (cost category) for which you want to set up a record.

Figure 1-20 Select cost type

Four Cost Labels are available: Type 1, Type 2, Type 3 and Taxes. You may use the generic Type labels to suit your needs. For example, Type 1 may represent External costs, Type 2 Internal and Type 3 Corporate.

3 Select Add.

A new cost record appears as a table row.

Figure 1-21 Edit approval cost record

4 Set up the cost record by entering the appropriate data:

1-11


Cost Category: Select Disposal Costs or Treatment Costs.

Amount / Cost Type / Type Detail: Use these three fields to specify method by which to calculation costs. If cost is based on weight or volume, select Weight Volume for cost type, choose the unit of measure in the Type Detail list, and enter the dollar cost in the Amount field. If cost is per container, select Container for cost type, choose the type of container in the Type Detail list, and enter the dollar cost per container in the Amount field.

Management Method: Select management method code.

Minimum: The minimum charge (in dollars).

Bulk/Container: Select waste submission type. If Bulk, the cost method will be available for application on a shipment only when the container type used is Bulk. (See Container Spec Manager, page 2-8.)

Repeat to add additional cost records, changing the Cost Label selection as needed.

5 After adding or editing cost records, click Save to save the changes to the Approval.

To delete a cost record:

1 Check the Delete box and click Remove.

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 1-22 Approval cost records

1-12


Figure 1-23 Applying cost record to a shipment line item

See Also

Edit Approvals, page 1-6Associate Profiles with Approvals, page 1-13

Associate Profiles with ApprovalsEach Approval may be associated with multiple waste profiles, which represent the types of wastes that are accepted by the TSDF under this Approval contract.

To add or change Profiles with an Approval:

1 Open the Edit Approval form and scroll to the Profiles section of the form.

2 Click the Associate button.

Figure 1-24 Associate profiles

3 In the Profile Manager window, browse or search to find the profile(s) to associate. Select the checkboxes and click Associate.

1-13


Figure 1-25 Select profiles to associate

The selected profiles are added to the list in the Approval form.

4 After adding or editing associated profiles, click Save to save the changes to the Approval.

To delete an associated profile:

1 Select the Delete checkbox and click Remove.

See Also

Profile Manager, page 1-15View Profiles, page 1-15

1-14


Profile ManagerA Profile describes a type of waste—basically what the waste is and to whom it belongs (which Generators).

The information stored on the profile includes:

Chemical constituents

Physical characteristics

State and Federal waste codes

Regulatory information

Shipping information

The information on the profile is used to automatically generate the shipping manifest when the waste is moved to a disposal facility.

A single Generator may have multiple Profiles associated with it, one for each type of waste it generates. A profile may also be associated with more than one Generator.

In order to access Profile Manager, you must have the appropriate user rights. The user rights that govern Profiles are as follows:

Profile View: May view profiles only

Profile Modify: May edit profiles

Profile Assign: May assign profiles to containers, tanks and equipment, and update/assign profiles to items from samples

Profile Full Control: Has access to all functions for profiles

See Also

View Profiles, page 1-15Edit Profiles, page 1-18Create New Profile, page 1-20Approval Manager, page 1-4

View Profiles

To view Profiles:

1 Select Profile Manager from the Waste Detail Manager menu.

1-15


Figure 1-26 Access Profile Manager

Profile Manager displays a list of profiles.

Figure 1-27 List of profiles

2 To view details of a profile, select the Profile Number link.

The Profile details are displayed. The Main tab shows the basic information and the Generators and Approvals with which the Profile is associated. Any samples associated with the profile are also shown.

1-16


Figure 1-28 Profile details

The Profile contains several tabs with other types of information related to the profile. Click the appropriate tab to view the following types of information:

Constituents: Shows chemical constituents. See Constituents tab, page 1-23.

Characteristics: Shows physical characteristics. See Characteristics tab, page 1-24.

Waste Codes: Shows related State and Federal waste codes. Waste Codes tab, page 1-26.

Shipping Information: Shows information to be used on the shipping manifest. Shipping Information tab, page 1-28.

Land Ban: Shows information related to Federal and State LDR. Land Ban tab, page 1-30.

Regulatory: Shows regulatory information. Regulatory tab, page 1-32.

Note Profile Manager displays only profiles associated with Generators to which the user has permission and those profiles defined as corporate-wide.

See Also

Edit Profiles, page 1-18Create New Profile, page 1-20

1-17


Edit ProfilesYou can edit a profile to update or change information from a waste profile.

When you edit a profile, you may choose whether to create a new profile (which will be a copy of the old profile with changes), or to create a new version of the existing profile.

To edit a profile:

1 From Profile Manager, right click the profile in the list and choose Edit from the popup menu.

The Main tab of the profile appears for editing.

Figure 1-29 Edit profile screen

2 Edit any of the basic information for the profile as necessary on the Main tab.

To change the Profile Status select the appropriate button. The status must be Active/Authorized and it must have an associated Approval in order to create a shipment with this profile.

To associate a new Generator(s), select Associate. From the Generator selection window, select the Generators and click Associate.

To associate a new Approval with this waste profile, select Associate in the Approval section. From the Approval selection window, select the Approval(s) and click Associate.

1-18


To remove an Approval, check the box for the Approval and click Remove.

To select or change the Primary Approval selection, select the Primary radio button. The Primary Approval is used as the default when creating a shipment. Use Reset Primary to clear the selection.

3 To edit other information, click the appropriate tab, or click Next to proceed through each subsequent screen.

The subscreens include Constituents, Characteristics, Waste Codes, Shipping Information, Land Ban and Regulatory.

4 When you have completed your edits, click Save.

A confirmation message appears asking whether you want to save changes to this profile, or create a new version. The Waste Management system enables you to create and track different versions of the profile. This is useful if, for example, you need to add or remove a waste code from an existing profile, and do not wish to create a new one. You can revise the profile, and the new waste code will be associated with subsequent containers, but not the previous ones.

5 Choose the appropriate action according to the following explanation.

Yes: Save changes as a new profile and do not create a new version of the existing profile.

No: Save the profile with a new version number.

Cancel: Do not save changes.

Note In most cases, if there is a very significant change on the technical data associated with the profile (such as addition of a waste code, major change in chemistry, or change in classification), the protocol requires a new profile, not a revision. Therefore, most of the time users are instructed to click "Yes" to create a new profile.

See Also

Constituents tab, page 1-23Characteristics tab, page 1-24Waste Codes tab, page 1-26Shipping Information tab, page 1-28Land Ban tab, page 1-30Regulatory tab, page 1-32

1-19


Create New ProfileYou can create a new profile either by making a copy of an existing profile, or creating a new profile from scratch.

Note In most cases a new profile will be a variation of an existing profile, so the best way to create a new profile is to “clone” to copy of an existing profile, and then edit the new version.

To create a new profile by cloning:

1 Right click an existing profile you want to copy and select Clone.

The New Profile form appears

2 Edit the fields that you want to modify. (See the following section for details.) Then click Save.

To create a new profile from scratch:

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

Figure 1-30 Create new Profile


3 Select Continue.

Figure 1-31 Select optional Custom Field Template

The New Profile form appears. The Profile Number is automatically generated, according to the numbering schema that has been set up for the system. See System Numbering Schemas, page 6-37.

1-20


Figure 1-32 Create new profile: Main tab

4 Complete the basic information for the profile on the Main tab.

The required fields are:

Profile number

Start date

Weight UOM

Volume UOM

Default unit of measure

Type of waste

Generator

Note Density (on the Characteristics tab) is also a required field. If you attempt to save the profile without completing this field, a dialog appears asking if you want to use the default density of 8.34 lbs/gal or cancel to enter your own value. The Density value may be edited later if you wish.

In addition, to create a shipment under this profile, the Profile Status must be Active/Authorized and it must have an associated Approval.

5 Select the Generator(s) associated with this waste profile.

To select all Generators, check the Corporate Wide box.

To select specific Generator(s), select Associate. From the Generator selection window, select the Generators and click Associate.

6 To select one or more Approvals associated with this waste profile, select Associate in the Approval section. From the Approval selection window, select the Approval(s) and click Associate.

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To select an Approval as the Primary Approval, select the Primary radio button. The Primary Approval is used as the default when creating a shipment. Use Reset Primary to clear the selection.

7 Click Next to proceed to the Constituents tab, or select the link to the screen you want to complete next.

8 When you have completed all the relevant profile information, click Save.

See Also

Constituents tab, page 1-23Characteristics tab, page 1-24Waste Codes tab, page 1-26Shipping Information tab, page 1-28Land Ban tab, page 1-30Regulatory tab, page 1-32

1-22


Constituents tabConstituents are the chemical properties of the waste stream. In the Constituents tab you can define the chemical constituents in the waste.

The most important section under constituents is the Chemistry section. You can associate additional chemicals to a profile by clicking the Associate link, and then entering the minimum, maximum and average concentrations.

It is also possible to associate whole sets of chemical data (compositions) to a profile. These have to be set up in advance. In cases where you are building the waste profile based on product data such as MSDS, you can create or import a series of compositions based on the MSDS data and then use these compositions to build your profiles.

To associate a chemical:

1 Select Associate in the Chemical Constituents section.

2 From the Chemical selection window, select the chemical(s) and click Associate.

3 Check Autopopulate associated State and Waste Codes to transfer waste codes associated with the selected chemicals to the Waste Codes tab.

Halogens, Metals and Others: In these sections you can enter Minimum, Maximum and Average values of listed constituents.

PCB Waste: You can indicate whether the waste is CA PCB or TSCA PCB, enter the PCB Level, or select a specific PCB Category from the list.

1-23


Figure 1-33 Constituents tab of Profile

See Also

Characteristics tab, page 1-24Waste Codes tab, page 1-26Shipping Information tab, page 1-28Land Ban tab, page 1-30Regulatory tab, page 1-32

Characteristics tabOn the Characteristics tab of the Profile, you can define the physical characteristics of the waste.

1-24


Key fields on this tab include:

Density: This is a required field. When you enter the material density, and proceed to another field, the Specific Gravity field is automatically calculated and the page reloads.

Compatibility Category: This field specifies the general type of material with respect to compatibility. The waste may only be stored in areas that accept compatible materials, and may only be shipped via profiles on manifest lines with compatible materials. This is an important field that is checked later when processing the material. See Compatibility Category Manager, page 2-23.

Properties: The property checkboxes are used for some reporting purposes, so they should be reviewed and checked as appropriate.

Figure 1-34 Characteristics tab of Profile

See Also

Constituents tab, page 1-23Waste Codes tab, page 1-26Shipping Information tab, page 1-28Land Ban tab, page 1-30Regulatory tab, page 1-32

1-25


Waste Codes tabThe Waste Codes tab for a profile shows the associated state and federal waste code information. If Autopopulate associated Waste and State Codes is selected in the Constituents tab, waste codes associated with chemical constituents will be automatically transferred to this tab.

There are three sections for profile waste codes:

EPA Waste Codes

State Waste Codes (not including Texas)

Texas Waste Code

The Texas Waste Code section will accommodate Generator-specific waste codes that may be required when a facility has more than one Generator.

To associate EPA waste codes:

Click the Associate button and then select the waste code(s) you want to associate.

Click Primary to indicate the primary waste code. The Primary waste code is printed on the manifest in the main waste code section. (Other waste codes may be printed as an option in the additional waste codes section.)

For Reportable Quantities, check the RQ box. The waste code(s) will then be included in the shipping manifest description.

To associate a State waste code:

Click Associate and then select the waste code(s) you want.

To enter a Texas Waste Code:

Enter the waste code that applies to each Generator

If one waste code applies to all Generators, enter the waste code in the All Generators line.

On the Uniform Hazardous Manifest, the 8-digit waste code will be split in two parts with the Generator-specific prefix appearing in the first waste code field and the second four digits appearing in the second field.

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Figure 1-35 Waste Codes tab of Profile

See Also

Constituents tab, page 1-23Characteristics tab, page 1-24Shipping Information tab, page 1-28Land Ban tab, page 1-30Regulatory tab, page 1-32

1-27


Shipping Information tabThe Shipping Information tab for a profile contains the data to be used on the shipping manifest.

Key fields on the profile Shipping Description screen include:

DOT Shipping Name: Click Select. In the Proper Shipping Name selection window search by UN Number or Name to find the correct name, then click Associate. A number of related fields are automatically completed according to the selection.

Shipping Description: This is the full proper shipping description. Check any of the shipping description modifiers listed to include them in the shipping description. Then click Build. The description is automatically created from the required fields.

Other fields include:

DOT Hazardous: Check if applicable and choose the DOT Hazardous Class from the list.

RQ: If there is a reportable quantity, enter the amount and select the unit of measure.

EPA Hazardous Class: Choose any applicable items and click the > button to select them.

Add an Additional Description and Special Handling info, if applicable. Select the ERG Number and Guide Year.

To select Handling Codes, click Associate. From the selection window, search by Code Number or Description, select the applicable codes and click Associate.

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Figure 1-36 Shipping Information tab of Profile

See Also

Constituents tab, page 1-23Characteristics tab, page 1-24Waste Codes tab, page 1-26Land Ban tab, page 1-30Regulatory tab, page 1-32

1-29


Land Ban tabThe Land Ban tab shows information related to Federal and State LDRs.

The system is structured such that Land Ban reports can be generated in two ways: either as a one-page Federal report that is constructed each time, or as a report that is based on a pre-prepared file attached to the profile. Data concerning each shipment will automatically be superimposed over the uploaded file. The Profile-based Generic LDR Report is a better mechanism based on the generating facility’s operations.

To set up for a Profile-based Generic LDR report, it is necessary to upload a file to attach to the profile in Land Ban section.

Generic LDR:

Click to select the fields from the shipment that you want to appear on the first page of the manifest and on subsequent pages.

A prompt (or label) for each field also appears, which you can edit, if you wish.

Click Browse. Select a .pdf file from your hard-drive, and upload the file.

Figure 1-37 Creating a Generic LDR

Adding Profile Forms and Emergency Response Guide (ERG) to Profile

As a convention, many plants print other documents, such as a copy of the signed/approved profile form and also the page out of the Emergency Response Guidebook (ERG) with each shipment line. The Enviance system does not have a separate Profile or ERG report capability associated with each shipment line. However, because these forms are constant, you can append them to the LDR report file by combining all the necessary forms together in one PDF file and uploading them in the Generic LDR section. They will then print each time with the shipment line.

Federal LDR:

EPA waste codes selected in the Waste Codes tab are automatically transferred to the Federal LDR section.

You may enter a Subcategory, if applicable.

1-30


To add underlying hazardous constituents (UHC), click Undefined. Choose constituents from the selection window by clicking Associate.

Select EPA Certification Items as appropriate.

Figure 1-38 Federal LDR section

California LDR:

California waste codes selected in the Waste Codes tab are automatically transferred to the California LDR section.

Select the checkboxes for California Regulated Wastes and complete the information in the table, as applicable.

Figure 1-39 California LDR section

See Also

Constituents tab, page 1-23Characteristics tab, page 1-24

1-31


Waste Codes tab, page 1-26Shipping Information tab, page 1-28Regulatory tab, page 1-32

Regulatory tab

The Regulatory tab shows regulatory information. Enter data on this tab as appropriate based on your waste stream. This data will be used by the system to generate reports such as the Biennial.

Enter a Regulatory description and a System type description and select other applicable fields from the available lists.

Select the Regulations Items, the Type of chemical, and the Hazard Category from the available tables.

Figure 1-40 Regulatory tab of Profile

See Also

Constituents tab, page 1-23Characteristics tab, page 1-24Waste Codes tab, page 1-26Shipping Information tab, page 1-28Land Ban tab, page 1-30

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2Waste Details

Waste Detail Management Overview 2-2

Chemical Manager 2-3

Container Spec Manager 2-8

Batch Manager 2-11

Tie Code Manager 2-16

Dictionary Manager 2-18

Compatibility Category Manager 2-23

Labels 2-26

Waste Details Enviance Waste Manager

Waste Detail Management OverviewWaste Details Manager is used to set up and edit various items that are used throughout the system.

Chemical Manager is used to configure chemicals and chemical properties.

Container Spec Manager is used to create the different types of storage containers that can be selected for storing wastes in Areas.

Sample Manager is used to create records of waste samples sent to labs for analysis.

Spill Manager is used to create a record of a spill and to track associated containers and equipment.

Batch Manager is used to apply a single function (associate profile, move, consolidate, or ship) to a batch of related items.

Tie Code Manager is used to create an association between multiple profiles.

Dictionary Manager is used to configure various types of object lists that are used throughout the system.

Compatibility Category Manager is used to create associations between compatible waste types to prevent mixing of incompatible wastes in containers, tanks or overpacks.

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Enviance Waste Manager Waste Details

Chemical ManagerChemical Manager is used to configure chemicals and chemical properties which may be selected as constituents of waste profiles. The waste codes associated with a chemical are part of the chemical properties. When chemical properties and waste codes are properly set up, all the appropriate information is transferred to the waste profile when a specific chemical is selected as a waste constituent. This information can then be used in the shipping manifest.

To see how this information is used in the waste profile, see Constituents tab, page 1-23.

Chemicals may also be used to set up Sample Groups to use when sending samples to a lab for analyses.

Note To set up the numbering schema for Chemicals, see System Numbering Schemas, page 6-37.

To view chemicals and chemical properties:

1 Select Chemical Manager from the Waste Detail Manager menu.

Figure 2-1 Access chemicals list

A summary table of the chemicals in Chemical Manager is displayed. Use the search function to find a chemical by category, CAS number, name, UN number, or generic status.

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Figure 2-2 Chemical Manager

2 Select a chemical name to view its properties.

Figure 2-3 Chemical properties.

Select Next or select the Waste Codes tab to view waste EPA and State waste codes associated with the chemical.

See Also

System Numbering Schemas, page 6-37Constituents tab, page 1-23

Add/Edit ChemicalsA number of chemicals have been pre-configured in the system for you. However, you can add new chemicals or edit existing chemical properties if desired.

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To add a new chemical:

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

Figure 2-4 Create new chemical record

2 Select an optional custom field template, if desired. 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 Continue.

4 Enter a Name for the chemical and complete the applicable fields in the form.

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Figure 2-5 Create new chemical

5 Click Next or select the Waste Codes tab to proceed to the Waste Codes tab (optional).

6 Select Associate and select the waste codes to associate with the chemical.

You may select both EPA and State waste codes, as appropriate.

Figure 2-6 Associate waste codes

7 Select Save.

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To edit a chemical:

1 In Chemical Manager, right click the chemical in the list and choose Edit from the popup menu.

Figure 2-7 Edit chemical properties

2 In the Chemical Properties form, edit the fields as desired. Then select Save to save your edits.

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Container Spec ManagerContainer Spec Manager is used to create the various types of containers that are used for waste storage in the system. The properties of the Container Spec include the name, capacity, empty weight and container type. Container types are set up in Dictionary Manager.

When you create a new container in a storage area, you choose from the container specs that have been set up in Container Spec Manager. See Create New Container, page 3-6.

To view the container spec list:

1 Select Container Spec Manager from the Waste Detail Manager menu.

Figure 2-8 Access container specs

The container spec list is displayed. The properties of each container are shown in the table. Use the search function to find a container spec by Name, Capacity or Empty Weight.

Figure 2-9 Container Spec Manager

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To create a new container spec:

1 Select New > Container Spec from the Waste Detail Manager menu.

Figure 2-10 New container spec

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

3 Click Continue.

4 Complete the fields to define the container spec. All fields are required and include:

Name

Capacity and UOM

Empty weight and UOM

Container type

Is Bulk (checkbox)

Note The Container Type list options may be edited in Dictionary Manager. See Dictionary Manager, page 2-18.

Optionally, you may associate a document with the container.

5 Select Save.

To edit a container spec:

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

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Figure 2-11 Edit container spec

2 Edit the container spec as desired, then click Save.

Once a container spec has been used for storage, you may not edit the container capacity (to preserve historical data).

Figure 2-12 Edit container spec

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Batch ManagerBatch Manager is used to create a batch of related items in order to apply the same function to all. Batches allow you to:

Select and associate a Profile to all items in the batch.

Associate a Sample with multiple items. Updates to the Sample will then be applied to all items in the batch.

Generate the 1348 and 1930 report (Hazardous Waste Profiling) for printing.

Move all items at once to a new Area.

Consolidate wastes from all items in the batch to a single container or tank

Create a new shipment with items in the batch

To view the batch list:

1 Select Batch Manager from the Waste Detail Manager menu.

Figure 2-13 Access batch lists

Batch Manager shows a summary of existing batches. Use the search function to search for a batch by Number, Group Reference, the Generator for the items in the batch, date created, or name of the user who created it.

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

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Figure 2-14 Batch Manager list

Create BatchYou can create a new batch from the Containers or Equipment list, or from Batch Manager.

After creating a batch, you can apply an action to the batch. Possible actions including associating a profile or samples; moving, consolidating or shipping the batch; or generating a 1348 or 1930 hazardous waste profile report.

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.

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 Edit Generator Numbering Schemas, page 4-13.)

You may add additional items to the batch, if desired by clicking Associate Container or Associate Equipment button and selecting the items to add.

3 Enter a Group Reference name or number.

4 Select an action to apply after saving.

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Figure 2-15 Select action to apply after saving

Associate Profile: Select the Associate Profile button and select the profile to associate with the items in the batch.

Associate Sample: After clicking Save, the fields for associating a sample will appear. You can select a lab and complete the necessary information. See Create Samples for Batch, page 4-30.

Generate 1348 and 1930, Generate 1348 Only or Generate 1930 Only: Generate the selected report(s). After saving, the Hazardous Waste Profile Sheet will open, where you can enter or update data, then generate the .pdf file.

Move: Select the Associate Area button and select the area to move the inventory items to.

Consolidate: Select the Associate Container or Associate Tank button and select the container or tank to consolidate wastes to.

Ship: A Shipment Number is automatically generated (according to the numbering schema set up for the Generator) and a TSDF selection list appears. Select the TSDF to ship to from the list. After creating the shipment with the batch, you must edit the shipment in Shipment Manager.

5 Select Save.

To create a new batch from Batch Manager:

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

Figure 2-16 Create new batch

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2 Select the Generator link, then select the Generator to associate with the batch from the Generator list and click Associate.

Figure 2-17 Create a new bath

If you leave the Number field blank and select a Generator first, a number will automatically generated for the batch based on the numbering schema set up for the Generator. (See Edit Generator Numbering Schemas, page 4-13).

An Items selection section also appears so you can associate inventory items from the Generator with the batch.

Figure 2-18 Associate inventory items with batch

3 Enter a Group Reference name or number.

4 In the Items section click Associate Containers or Associate Equipment to select inventory items to associate with the batch.

5 Select the inventory items from the list and click Associate.

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Figure 2-19 Select containers for a batch

6 Select an action to apply to the batch after saving from the list.

Figure 2-20 Select action to apply after saving

Complete any required steps according to the action selected. See previous steps for explanation of options.

7 Click Save.

See Also

Create New Profile, page 1-20Edit Profiles, page 1-18Create Samples for Batch, page 4-30Move Containers, page 3-18Move Equipment, page 3-43Consolidate Containers, page 3-21Consolidate Wastes From Equipment, page 3-46Create a Shipment, page 5-8

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Tie Code ManagerTie Code Manager is used to manage Tie Codes, which can be associated with several profiles for the purpose of associating with Approvals.

Note To set up the numbering schema for Tie Codes, see System Numbering Schemas, page 6-37.

To view Tie Codes:

1 Select Tie Code Manager from the Waste Detail Manager menu.

Figure 2-21 Access tie codes

To create a new Tie Code:

1 Select New > Tie Code from the Waste Detail Manager menu.

Figure 2-22 Create new tie code

2 Enter the Number.

Optionally, you can enter an Alternate Number.

3 Click Associate and select the Profiles to associate with the tie code from the selection window, then click Associate.

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4 Select Save.

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Dictionary ManagerDictionary Manager is used to create list options for various categories of objects. These define the content of various lists used in the application.

The Dictionary Type lists the object categories. For each category you can create new list options or edit existing options.

The following table shows the individual dictionary lists that make up the Dictionary Manager. Some dictionaries are purely system specific, while others are made up of system-specific records and Enviance-provided global records.

For system-specific records, the rules are as follows:

Any record created by a user is specific to the system in which the user is working.

If the user edits a global record, a system-specific record is created and used instead of the global record.

Dictionary name System-specific records

Enviance-provided records (global)

Category Tax Catalog Yes No

Compatibility Category Yes Yes

Contact Type Yes No

Container Type Yes Yes

Disposal Method Yes No

ERG Number Yes Yes

Form Code Yes Yes

Handling Codes Yes Yes

Hazardous Class Yes Yes

Management Method Yes Yes

Origin Code Yes No

Product Yes No

Proper Shipping Names Yes Yes

Source Code Yes Yes

System Type Yes No

State Code Yes No

UOM Yes Yes

Universal Hazardous Constituents

Yes Yes

Waste Code Yes Yes

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The rules regarding Enviance-provided (global) records are as follows:

Global records cannot be deleted.

Modifying a global record creates a system-specific record (see above).

Add a dictionary item

To add a dictionary item:

1 Select Dictionary Manager from the Waste Detail Manager menu.

Figure 2-23 Access Dictionary Manager

2 Select the list category from the Dictionary Type dropdown.

Figure 2-24 Select dictionary category

The current options for that list are shown.

3 Select Add.

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Figure 2-25 Add dictionary item

A new record appears in the list for editing.

4 Enter the text for the option and any other related fields.

One or more fields (such as code or type) may be associated with the option, as well as the text to appear in the list.

Figure 2-26 Update dictionary item

5 Select Update to save the item.

Edit a dictionary item

To edit a dictionary item:

1 Select Dictionary Manager from the Waste Detail Manager menu.

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Figure 2-27 Access Dictionary Manager

2 Select the list category from the Dictionary Type dropdown.

Figure 2-28 Select dictionary category

The current options for that list are shown.

3 Select the Edit link for the item you want to edit.

Figure 2-29 Edit dictionary item

The fields are shown in editable form.

4 Edit the item as desired.

One or more fields (such as code or type) may be associated with the option, as well as the text to appear in the list.

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5 Select Update to save the item.

Figure 2-30 Update dictionary item

To delete a dictionary item:

1 Select the checkbox next to the item and click Delete.

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Compatibility Category ManagerCompatibility Categories are used to prevent mixing of incompatible wastes in tanks, containers and overpacks.

Profile properties allow you to select a Compatibility Category for the waste type (in the Characteristics tab). The list of available categories is managed in Compatibility Category Manager.

See Characteristics tab, page 1-24.

To view Compatibility Categories:

1 Select Compatibility Category Manager from the Waste Detail Manager menu.

Figure 2-31 Access Compatibility Category Manager

The compatibility categories are displayed. You can search for a category by Name or Description.

Figure 2-32 Compatibility Category Manager

2 To view the properties of an category item, select the name.

The properties of the category item show the compatible categories.

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Figure 2-33 View compatible categories

Edit Compatibility Categories

To edit compatible categories:

1 In Compatibility Category Manager, right click the category in the list and choose Edit from the popup menu.

Figure 2-34 Edit compatibility category

2 To add a compatible category, select a category from the Available list and click the > button to move it to the Compatible list.

Figure 2-35 Edit compatible categories

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3 Select Save.

Create New Compatibility Category

To create a new Compatibility Category:

1 In Compatibility Category Manger, right click anywhere in the table and choose New from the popup menu.

Figure 2-36 Create new compatibility category

2 Enter a Name for the category and an optional Description.

3 Select compatible categories from the Available list and click the > button to move them to the Compatible list. (Ctrl+click to multi-select.)

Figure 2-37 Select compatible categories

4 Select Save.

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LabelsYou can create labels for containers as needed, which may be printed as a pdf form, or as data only to be printed on a blank form.

Labels may be created and printed from the system in the following ways:

Use the Create Label option on the right-click menu to create a label for a single container or overpack. Item details will be automatically supplied on the label form.

See:

Create Label for Container, page 3-22

Create Label for Overpack, page 3-60

Create shipping labels for a batch of samples to send to a lab.

See: Create Samples for Batch, page 4-30

Print shipping labels for line items from the shipping manifest form.

See: Print Shipping Labels, page 5-37

Create a blank label from Label Manager and select information to include from the system or enter information manually as needed.

To create a blank label from Label Manager:

1 Select Labels from the Waste Detail Manager menu.

Figure 2-38 Access Labels

2 In the label form, select the Label Company and Description.

3 Enter the Accumulation Date and the Container Number.

4 Enter the Generator information or select Associate Generator and select the Generator from the selection window to auto-populate these fields.

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Figure 2-39 Associate Generator

5 Enter the Profile information, or select Associate Profile and select the profile from the selection window to auto-populate these fields.

Figure 2-40 Profile information for label

6 Complete the rest of the information on the label form, as applicable.

Figure 2-41 Label information

7 Select the button for the type of file to generate for printing:

Select Generate to generate a complete label as a PDF file which you can print on blank paper.

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Select Print on Blank to generate data only. A PDF file is generated from which you can print the label on a blank label form in your printer.

See Also

Printer Configuration for Labels, page 2-28

Printer Configuration for LabelsLabels generated from the Enviance system are produced in PDF format. Since label sizes may vary, the user's system may need to be configured in order to properly print the labels. The following instructions can be used to configure a system to print labels of non-traditional page sizes. These instructions only need to be used when the printer is unable to print the page size of the labels.

Which system to configure?

There are two general ways to print documents: on a local printer, or on a network printer. A local printer is connected to the user's computer. A network printer is not connected to the user's computer, but rather is shared on the network and is available to receive print jobs from the user's computer.

The user or network adminstrator must determine which type of printer the user will be printing on. Once this is determined, the computer that hosts the printer should be modified according to the following procedures.

Configuring the system

Use the following steps to modify the system that is hosting the printer which will print labels:

To configure the printer:

1 Open up the Printers manager. This is usually done by selecting Start > Settings > Printers.

Note You may need access to manage printers. If you do, contact your network administrator.

2 Select File > Server Properties.

3 Select "Create a new form".

4 Type in a form name and set the appropriate Width and Height (margins should be 0).

5 Press OK.

The system is now configured to print the page size created.

Printing the label

After the system has been configured, print the label using the following procedures.

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To print the label:

1 Generate the label using the "Print on Blank" option in the Enviance system.

2 In the new window with the label data, select File > Print.

3 In the Print menu, select the appropriate printer.

4 Select Properties > Advanced > Paper Size and choose the paper size that was just created.

5 Optionally, select Print Quality and set it to the highest number to achieve the best output.

6 Press OK and then OK again to return to the main Print menu.

The printer is now ready to print on the custom page size. The user would then select the number of copies to print and press "OK."

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3Company Manager

Overview of Company Manager 3-2

Laboratory Manager 3-3

Transporter Manager 3-8

TSDF Manager 3-14

Vendor Manager 3-20

Company Contacts 3-24

Company History 3-25

Company Manager Enviance Waste Manager

Overview of Company ManagerCompany Manager allows you to set up and manage the companies with which you do business in the process of managing wastes. This includes:

Laboratories used for sampling wastes

Transporters used to ship wastes to disposal facilities

Vendors used as intermediaries in shipment activities

External TSDFs (Treatment, Storage and Disposal Facilities) to whom wastes are shipped

The information for each company is stored in the system so it can be inserted automatically when needed in any form or report. You can keep track of addresses, contacts, state and federal ID numbers, and other types of information that may be needed when creating such things as shipping forms and reports.

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Enviance Waste Manager Company Manager

Laboratory ManagerLaboratory Manager stores information concerning the laboratories used in sampling processes.

To view laboratories in the system:

1 Select Laboratory Manager from the Company Manager menu.

Figure 3-1 Access Laboratory Manager

The list of existing laboratories in the system is displayed.

Figure 3-2 Laboratory Manager

2 To view information for a laboratory, click the laboratory name, or right click anywhere in the row and choose View from the popup menu.

The laboratory information is displayed. Information includes state and federal ID numbers, chemists, address information, contacts, and the TSDFs that are associated with the lab.

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Figure 3-3 View info for laboratory.

Create New Laboratory

To create a new laboratory in the system:

1 Select New > Laboratory from the Company Manager menu.

Figure 3-4 Create new laboratory

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3 Select Continue.

Figure 3-5 Select optional custom field template

4 Enter the Laboratory Name and enter the Status, EPA ID and State ID.

Figure 3-6 New Laboratory form

5 Select the Chemists to associate with the lab from the Available Users list. Click the > button to move them to the Chemists list.

Complete the rest of the form as applicable.

WEB: Add the URL for the website, if applicable. This will create a hyperlink from the properties view.

Figure 3-7 Add Chemists, web URL and notes

Enter a Physical Address. To use the same address for the Mailing Address and Billing Address, check the Same As Physical box, or enter a separate address for each as needed.

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Figure 3-8 Laboratory details

To add Contacts, click Add in the Contacts section. For information on creating company contacts, see Company Contacts, page 3-24.

To associate the laboratory with one or more TSDFs, click Associate in the Laboratory Information section and select the TSDFs with which the lab is associated.

Figure 3-9 Associate Contacts and TSDF

6 Select Save, or click Next to add a history for the company.

To add history notes for the company, see Company History, page 3-25.

Edit Laboratory Information

To edit laboratory information:

1 Select Laboratory Manager from the Company Manager menu.

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Figure 3-10 Access Laboratory Manager

2 From Laboratory Manager, right click anywhere in the row for the laboratory in the list and choose Edit.

Figure 3-11 Edit laboratory information

3 Edit the information as desired:

Change address information (physical, mailing or billing address.

Add, delete or edit contacts.

Add or delete TSDF associations.

Add or edit history notes for the lab. See Company History, page 3-25.

4 Click Save to save your changes.

To delete a laboratory:

1 In Laboratory Manager, right click anywhere in the row for the laboratory in the list and choose Delete.

You cannot delete a laboratory that has been associated with transactions in the system. However, to remove the laboratory from view, you can archive the laboratory.

To archive a laboratory:

1 Check the Archived box on the laboratory properties page.

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Transporter ManagerTransporter Manager stores information concerning the transporters used for shipments to TSDFs. The information is accessed when completing a shipment form and creating the shipping manifest. It can also be used in reports.

To view transporters in the system:

1 Select Transporter Manager from the Company Manager menu.

Figure 3-12 Access Transporter Manager

The list of existing transporters in the system is displayed.

Figure 3-13 Transporter Manager

2 To view information for a transporter, click the transporter name, or right click anywhere in the row and choose View from the popup menu.

The transporter information is displayed. Information includes state and federal ID numbers, address information, contacts, products and services offered, associated vendors, and authorized waste categories.

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Figure 3-14 View info for transporter.

Create New Transporter

To create a new transporter in the system:

1 Select New > Transporter from the Company Manager menu.

Figure 3-15 Create new Transporter


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3 Select Continue.


4 Enter the Transporter Name and complete the relevant information in the form.

Figure 3-17 Create new Transporter

5 Select the Products and Services Offered from the available list. Ctrl-click to select multiple items, then click the > button to move items to the Selected pane.

This list can be edited in Dictionary Manager. See Dictionary Manager, page 2-18.

6 In the Vendors section, click Associate and select the associated vendors from the Vendor list. (See Vendor Manager, page 3-20.)

7 Select the authorized Waste Categories for the transporter.

The list is used to restrict the types of waste that can be transported by this transporter. The waste category is designated on each waste Profile.

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Figure 3-18 Transporter information



8 Select Save.

Edit Transporter Information

To edit Transporter information:

1 Select Transporter Manager from the Company Manager menu.

Figure 3-19 Access Transporter Manager

2 From Transporter Manager, right click the Transporter in the list and choose Edit.

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Figure 3-20 Edit Transporter



Edit products and services offered.

Associate a vendor.

Edit waste categories.

Add, delete or edit contacts. See Company Contacts, page 3-24.

Add or edit history notes. See Company History, page 3-25.

Change transporter status to Archived. (See below.)

Figure 3-21 Edit transporter information


To delete a transporter:

1 In Transporter Manager, right click anywhere in the row for the transporter in the list and choose Delete.

You cannot delete a transporter that has been associated with transactions in the system. However, to remove the transporter from view, you can archive the transporter.

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To archive a transporter:

1 Check the Archived box on the transporter properties page.

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TSDF ManagerTSDF Manager stores information concerning the external TSDFs to which wastes are shipped. The information is accessed when completing a shipment form and creating the shipping manifest, as well as in reports.

To view TSDFs:

1 Select TSDF Manager from the Company Manager menu.

Figure 3-22 Access TSDF Manager

The list of existing TSDFs in the system is displayed.

Figure 3-23 TSDF Manager

2 To view information for a TSDF, click the TSDF name, or right click anywhere in the row and choose View from the popup menu.

The TSDF information is displayed.

Basic information includes state and federal ID numbers, address information, contacts, and associated vendors.

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Figure 3-24 View info for TSDF.

In addition, you can view the waste profiles accepted by the TSDF, the authorized waste categories, and management methods.

Note The list of Profiles Accepted is derived from the Approvals associated with the TSDF.

Figure 3-25 Profiles, waste categories and management methods for TSDF

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Create New TSDF

To create a new TSDF:

1 Select New > TSDF from the Company Manager menu.

Figure 3-26 Create new TSDF


3 Select Continue.


4 Enter the TSDF Name and complete the relevant information in the form.

Figure 3-28 New TSDF form

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5 Enter address information. You may enter separate physical, mailing and billing addresses, or use the same address for all three.

6 Select the authorized Waste Categories for the TSDF.

7 Select the Management Methods used by the TSDF.

This list can be edited in Dictionary Manager. See Dictionary Manager, page 2-18.

Optionally, to associate a Vendor with the TSDF, click Associate and select the vendor from the Vendor list. (To manage vendors, see Vendor Manager, page 3-20.)

Figure 3-29 TSDF associations



8 Select Save.

After creating a new TSDF you must associate the TSDF with the appropriate Approval. An Approval defines the waste profiles that are accepted by the TSDF and the associated cost records. See Approval Manager, page 1-4.

Edit TSDF Information

To edit TSDF information:

1 Select TSDF Manager from the Company Manager menu.

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Figure 3-30 Access TSDF Manager

2 From TSDF Manager, right click the TSDF in the list and choose Edit.

Figure 3-31 Edit TSDF information



Edit authorized waste categories.

Edit management methods.

Associate a vendor.



Change transporter status to Archived. (See below.)

Figure 3-32 Edit TSDF information

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Note To edit the waste profiles accepted by the TSDF, you must edit the associated Approvals. Waste profiles are associated with an Approval which is associated with the TSDF. Approval Manager, page 1-4.

To delete a TSDF:

1 In TSDF Manager, right click anywhere in the row for the TSDF in the list and choose Delete.

You cannot delete a TSDF that has been associated with transactions in the system. However, to remove the TSDF from view, you can archive the TSDF.

To archive a TSDF:

1 Check the Archived box on the TSDF properties page.

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Vendor ManagerVendor Manager stores information concerning vendors used in shipments. The information is accessed when completing a shipment form and creating the shipping manifest. It can also be used in reports.

Vendors may be associated with TSDFs and/or Transporters.

To view vendors in the system:

1 Select Vendors Manager from the Company Manager menu.

Figure 3-33 Access Vendor Manager

The list of existing vendors in the system is displayed.

Figure 3-34 Vendor Manager

2 To view information for a vendor, click the vendor name, or right click anywhere in the row and choose View from the popup menu.

The vendor information is displayed. Information includes state and federal ID numbers, address information, contacts, associated TSDF and Transporter representing.

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Figure 3-35 View info for vendor

Create New Vendor

To create a new Vendor:

1 Select New > Vendor from the Company Manager menu.

Figure 3-36


3 Select Continue.

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4 Enter the Vendor Name and complete the relevant information in the form.

If this is a Spill Vendor, check the Spill Vendor box.

Figure 3-38 Create new vendor



5 Select Save.

After creating a vendor, associate the vendor with a TSDF and/or Transporter. You can make these associations from the properties page of the TSDF or Transporter.

See Also

Edit TSDF Information, page 3-17Edit Transporter Information, page 3-11.

Edit Vendor InformationYou can edit the information for a vendor from Vendor Manager.

Note To edit vendor associations with TSDFs or Transporters, you must edit the TSDF or Transporter properties.

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To edit Vendor information:

1 Select Vendor Manager from the Company Manager menu.

Figure 3-39 Access Vendor Manager

2 From Vendor Manager, right click anywhere in the row for the Vendor in the list and choose Edit from the popup menu.

Figure 3-40 Edit vendor information





Change vendor status to Archived. See below.


To delete a vendor:

1 In Vendor Manager, right click anywhere in the row for the vendor in the list and choose Delete.

You cannot delete a vendor that has been associated with transactions in the system. However, to remove the vendor from view, you can archive the vendor.

To archive a vendor:

1 Check the Archived box on the vendor properties page.

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Company ContactsYou can maintain a list of contacts for companies as part of the company properties. Contact and contact info is available for use in various forms and reports in the system.

To add a contact:

1 On the company properties page, click Add in the Contacts section.

Figure 3-41 Contacts section of company properties page

2 Select the Contact Type.

The Contact Types can be edited in Dictionary Manager. See Dictionary Manager, page 2-18.

Figure 3-42 New Contact

3 Complete the contact information as desired, then click Save.

4 Click Save again on the company properties page to save the changes to the properties.

Figure 3-43 Save company properties

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Company HistoryYou can maintain a history with historical notes for any laboratory, transporter, TSDF or vendor using the History tab on the company properties page.

To add company history notes:

1 Select the History tab on the company properties page.

See Edit Laboratory Information, page 3-6.

Figure 3-44 Edit laboratory history

2 Click Add to add a new history note.

Figure 3-45 Add history

3 In the Edit History dialog, select a date and enter your notes, then click Save.

Figure 3-46 Lab history note

4 Click Save again on the properties page to save the changes to the company properties.

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Figure 3-47 Save changes to company properties

To edit a company history note:

1 Check the selection box for the note in the History tab and click Edit.

To delete a history note, click Remove.

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4System Modelling

Waste System Modelling Overview 4-2

Generators 4-4

Areas 4-17

Tanks 4-28

Lists 4-33

System Modelling Enviance Waste Manager

Waste System Modelling OverviewThe Enviance System Model allows an organization or business unit to establish a unique database to track and store its waste management information. The database is configured to reflect the regulated generating facilities, physical or business units, and storage areas of differing types. This configuration is visually represented by a System Model that appears in the left pane of the Enviance application, in the form of a hierarchical tree.

The hierarchical components of the System Model are as follows:

Folder: Used for organizational purposes only. May represent a region or division and can hold one or more Generators.

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

Units: Used to organize the waste management requirements of a Generator, such as a location or a specific program. Units may contain Areas, Tanks, or Lists.

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.

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

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

The flexibility of the system model allows it to be configured quickly to reflect a company’s unique combination of regulated storage areas and disposal practices.

To provide additional flexibility, custom fields can be created, grouped into a Custom Field Template, and applied to System Model objects. These custom fields can be selected for report queries, allowing additional identification and tracking options for the users. See Custom Field Templates, page 5-13.

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Enviance Waste Manager System Modelling

See Also

Generators, page 4-4Areas, page 4-17Tanks, page 4-28Lists, page 4-33Custom Field Templates, page 5-13

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GeneratorsA Generator represents a physical facility that generates waste. A Generator can be either “Generator only” or “Generator/TSDF” (treatment and disposal facility).

You may also create temporary generators for non-routine waste generating locations. Temporary generators are active only for a set period of time and are normally filtered out of the system model display.

A Generator may have subordinate Units, Areas, Tanks or Lists in the system model.

See Also

Create/Edit Generator, page 4-4Setting Storage Limits and Alerts for Generator, page 4-9Edit Generator Numbering Schemas, page 4-13Change Generator to Generator/TSDF, page 4-8Temporary Generators, page 4-8Generator Permissions, page 4-15

Create/Edit Generator

To create a new Generator:

1 Right click the System object (Home) or a Folder in the system model tree and choose New > Generator.

Figure 4-1 Create new Generator

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


Note In order to designate a folder for the Generator, you must select a Custom Field Template that contains the “Tree Division” custom field. You may then select a folder under which the Generator should appear. Folders are fixed items that are set up by Enviance.

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3 If applicable, check the TSDF or Temporary Generator options:

Check the Generator is TSDF box if this is both a Generator and a Treatment, Storage and Disposal Facility.

Check Temporary Generator if this is a temporary Generator. (A Temporary Generator cannot also be a TSDF.)

4 Click Continue.

5 Complete the information for the generator.

Required fields are Name, Active Date and Time Zone. Time Zone will be the same for all child objects.

For a Temporary Generator, an Inactive Date is also required.

Physical Address, Mailing Address and Billing Address information may be completed as necessary.

Figure 4-3 New Generator properties form

If you need to document additional locations, use the Locations section to add more. Click Add, complete the information in the pop-up window and Save.

To add contact information, click Add in the Contacts section. Select the type of contact and complete the necessary information in the pop-up window.

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Figure 4-4 Add contact

Regulatory Identification Numbers may also be supplied.

The Location coordinates allow you to specify the location by Latitude/Longitude, Universal Transverse Mercator (UTM) coordinates, and/or Global Positioning System (GPS) coordinates. Permit conditions may require one of these methods of locating a facility for some permits.

Latitude and Longitude is expressed in degrees, seconds and minutes. Valid North/South values are 0-90. Valid East/West values are 0-180.

UTM coordinates include the zone, along with easting and northing coordinates. The UTM zone (example: 17T) includes a longitude zone number (0-60) and a latitude zone character (C-X, excepting I and O). Easting and northing coordinates express distance in meters and must be greater than 0. (No further check is performed for validity.)

GPS coordinates are given in degrees. Valid values for latitude are -90 to +90. Valid values for longitude are -180 to +180.

6 In the Custom Fields section, select the Tree Division under which to create the Generator.

If no Custom Field Template was applied with this field, you will need to add one in order to specify the location. If no location is specified, it will be created in an Undefined section of the tree.

7 For a Generator/TSDF:

On the bottom of the properties form complete the TSDF Information section.

Waste Categories: Select the authorized waste categories.

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Management Methods: Select Associate, then select the management methods used from the selection window.

Vendors: Select Associate, then select the vendors to associate from the selection window. (See Vendor Manager, page 3-20.)

Figure 4-5 TSDF Information for Generator/TSDF

8 Click Save to save the generator.

To edit Generator properties:

1 Right click the Generator in the system model tree and choose Properties > Edit.

The information form for the Generator appears.

2 Edit the information for the Generator as desired., then click Save.

See Also

Setting Storage Limits and Alerts for Generator, page 4-9Edit Generator Numbering Schemas, page 4-13Change Generator to Generator/TSDF, page 4-8Temporary Generators, page 4-8Generator Permissions, page 4-15

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Change Generator to Generator/TSDF

To change a Generator status to a Generator/TSDF:

1 Right click the Generator in the system model tree and choose Properties > Change to Generator/TSDF.

Figure 4-6 Change a Generator to Generator/TSDF

2 In the confirmation screen, click OK to confirm the conversion of the Generator to a Generator/TSDF.

Figure 4-7 Confirm change to Generator/TSDF

After changing to a Generator/TSDF, edit the properties of the generator to add the TSDF information, as above.

See Also

Create/Edit Generator, page 4-4Setting Storage Limits and Alerts for Generator, page 4-9Edit Generator Numbering Schemas, page 4-13Generator Permissions, page 4-15

Temporary GeneratorsTemporary generators are non-routine waste-generating locations. They may be added to the system model in order to track wastes from maintenance operations, spills, or other non-routine operations.

To create a temporary generator:

1 Right click the system model root object and select New > Generator.

2 Check the Temporary Generator box, then click Continue.

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Note A Temporary Generator cannot also be a TSDF.

3 Complete the New Generator information as applicable.

In addition to the Name, Active Date and Time Zone, an Inactive Date is also required for a temporary generator.

Temporary generators are not shown by default in the system model. You must choose to display them as needed.

To show or hide temporary generators:

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

Figure 4-8 Show/Hide Temporary Generators

See Also

Create/Edit Generator, page 4-4

Setting Storage Limits and Alerts for GeneratorLimits for each type of waste are set at the Generator/Facility level and apply to all areas within the facility. This ensures consistency for all types of Areas. For example, if one Accumulation Area had a 30 day limit, and another had a 45 day limit, a discrepancy could occur with waste transferred between the two areas.

Notifications can also set at the Generator level. The facility-wide notifications set at the Generator level define the minimum notification trigger and the default alert message for each type of waste at each area type.

Recipients for Empty Container/Tank Notifications must be assigned at the Area/Tank level. The alert trigger and the default message may be changed for each area, with the exception that the trigger value on the Area cannot be less than the value set on the Generator.

For example, the Generator specifies that a notification must be sent 5 days before the expiration period for Acute Hazardous wastes on a Satellite Area. For a specific Satellite Area, you may set the notification trigger to 10 days before expiration, but you may not set it to 3 days. A minimum of 5 days is required.

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To set or edit storage limits and notification details:

1 Right click the Generator/Facility and choose Properties > Edit Notification Criteria.

Figure 4-9 Edit notification criteria for Generator

Within each area type, you can add limits and default notification triggers for each category of waste that may be stored in the area.

2 For each area type, select Add to set a limit for an area type and waste type.

Figure 4-10 Add notification criteria

3 In the popup window, set the following criteria:

Waste category: Select from list.

Days on Area: The number of days after clock starts that a container must be moved.

Notify trigger: Number of days before or after clock starts to send alert. Notification options are:

Notify before end period: Number of days before expiration date to send alert

Notify after start period: Number of days after clock starts to send alert

Note Depending on the type of area and waste, the clock starts when a) container enters area, or b) container is full, or c) container PCB Out of Service Date is reached. See XREF.

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Alert: Default notification message

Figure 4-11 Set notification criteria

4 Select OK when you are done.

The limit and notification information appear on the notification criteria form.

Figure 4-12 Notification criteria set for Generator

5 Repeat to add as many limits as you need for each waste type at each area type.

6 At the bottom of the form, set the following generic notifications for the Generator/Facility:

Empty Container Notification: Send alert when a container has been added to an area but no waste has been added after x days. The recipients are assigned from the properties of each storage Area. The time and message are defaults only, and may be edited for individual Areas. Edit Notifications and Set Area Alerts, page 4-21.

Figure 4-13 Empty Container Notifcation

Tank Notification: Send notification x days after first waste has been added to a tank. The recipients are assigned from the properties of an individual tank. The time and message are defaults only, and may be edited for individual Tanks. See Edit Tank Notification Schedules, page 4-30.

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Figure 4-14 Tank Notification setup

Shipment Notification: Send alert if a shipment manifest has not been returned x days after ship date. A recipient must be assigned. Recipients for Shipment Notifications apply facility-wide.

Figure 4-15 Shipment Notification setup

Inactive Date Notification: Send alert x days before the inactive date set for the Generator. A recipient must be assigned. Recipients for Shipment Notification apply facility-wide.

Figure 4-16 Inactive Date Notification

7 When you are finished setting limits and notifications, click Save.

See Also

Edit Notifications and Set Area Alerts, page 4-21Edit Tank Notification Schedules, page 4-30Storage Limit Clock Parameters, page 4-12Editing Limits, page 4-13

Storage Limit Clock Parameters

Each instance of a container has a “clock” (a date at which time the container will need to be moved) associated with it.

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Each area has a storage limit associated with it which will (in most cases) cause an adjustment to the clock. For instance, if the user moved a container into an area that has a 90 storage limit, then the clock would be set to 90 days from the date it was moved in.

However, the Waste Type also contributes in determining the storage limit. (If waste type is PCB, different clock parameters apply.)

The “clock start” depends upon the type of waste and the type of Area:

Satellite Area: Clock starts when container is full, unless container has PCBs.

All other Areas (Accumulation, Permitted, Universal): Clock starts when container enters area, unless container has PCBs.

PCB containers (all areas): Clock starts when PCB Out of Service date is reached. (PCB Out of Service date is set on container properties.)

Editing Limits

Limits may be edited (at the Generator level) once they have been set. If a limit is edited, the clocks of all containers at the area are updated. For example, Container A is placed in Area 1 on 1/1/2003. Area 1 has a 30 day limit for the type of waste in Container A. Therefore, the clock on Container A is set to 1/31/2003. If the limit is edited and set to 20 days, then the clock on Container A is reset to 1/21/2003.

Edit Generator Numbering SchemasYou can configure your own numbering schemas for objects used within a Generator/Facility. The types of objects for which you can configure numbering schemas are:

Container

Equipment

OverPack

Lab Pack Item

Shipment

Return

Sample

Spill

Batch

Manifest Doc

Destruction Transaction

Clone Multiple

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.)

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To configure numbering schemas for a Generator:

1 Right click the Generator in the system model tree and choose Properties > Edit Generator Numbering Schemas.

Figure 4-17 Edit Generator numbering schemas

The edit form appears, with separate sections for each type of object for which auto-numbering applies.

Figure 4-18 Set numbering schemas

2 Set the schema as desired for each object type.

The numbering options are the same for all object types (except Manifest Doc, for which only Next Base Number and Step apply):

Next Base Number: Initial number to start autonumbering from.

Step: Number increment value.

Prefix: String to precede number (for example EQUIP for Equipment).

Separator: Indicate separator (for example, ‘-’ or ‘,’) to be used between identifier segments.

Include Year: To include year, select format (two or four digits) from dropdown. Check boxes to include month, day and hour.

Digits Number: Maximum length for number (not including prefix, year, separator).

Leading Zeros: Add leading zeros for numbers less than the minimum number of digits.

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Expire: Check this box to turn off autonumbering. When creating new objects, users may enter their own numbers.

3 Select Save when you have finished configuring numbering schemas.

Edit Generator PreferencesIn the Generator Preferences page you can set up printing defaults for Section J and Section 15 in the shipping manifests for the generator.

For more information, see: Printing Defaults (Sections 14, 15 and J), page 5-6.

Generator PermissionsPermissions to a Generator may be assigned to users and groups in order to control access to the Generator and specific functions.

Permissions may be set at the Generator level to apply facility-wide. They may also be set at the Unit level to apply to an entire Unit. Permissions that apply to the Generator or Unit may be overruled by specific permissions set for an Area.

Permissions that apply to Generators and Units are as follows.

Permission Functions allowed

No Access Cannot view or access object or its children

View Properties View properties of objects

Modify Properties Modify properties of object

Create/Modify Task Create tasks, modify tasks

Modify Tree Objects Creating, edit, and delete system model objects.

Container View View containers in an Area

Container Modify Create and edit containers in an Area

Container Full Control

Create, edit, and delete containers in an Area

Equipment View View equipment in an Area

Equipment Modify Create and edit containers in an Area

Equipment Full Control

Create, edit and delete containers in an Area

Lab Pack Item View View Lab Pack Items

Lab Pack Item Modify

Create and modify Lab Pack Items

Lab Pack Item Full Control

Create, modify and delete Lab Pack Items

Overpack View View Overpacks

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See Also

Managing Permissions, page 6-39View/Assign Permissions to Objects, page 6-40Deny Access to a System Object, page 6-42

Overpack Modify Create and modify Overpacks

Overpack Full Control

Create, edit and delete Overpacks

Container Destroy Destroy container (in destruction transaction)

Modify Tank Content

Add/remove content to/from tanks. Create a measurement history record. Permission may be assigned to parent object to apply to all child tanks, or assigned at tank level.

Full Control Confers full control over all objects

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AreasFour types of Areas, may be set up in the system. Each type of area has its own storage rules and limits.

Satellite Area: Site where waste is created and stored initially—such as an auto shop which accumulates solvents. When container is full, it needs to be shipped to Accumulation Area. Clock starts when Container is Full.

Accumulation Area: Usually has multiple waste types being stored. Limits on container storage are typically 90-270 days. Clock starts when container enters area.

Permitted Area: Depends on permits for specific wastes. Limit is usually 365 days. Clock starts when container enters area. A Permitted Area under a Generator/TSDF may be designated an Ultimate Destruction site.

Universal: Only Universal Waste type may be stored in this type of area. Clock starts when container enters area.

See Also

Area Storage Limits, page 4-23Create/Edit Areas, page 4-17Edit Notifications and Set Area Alerts, page 4-21

Create/Edit AreasAreas may be created under any Generator or Unit in the system model.

To create a new Area:

1 Right click the Generator or Unit where you want to create the area and choose New > Area.

Figure 4-19 Create new Area

2 Choose the Area Type.

3 Select an optional Custom Field Template to apply. If a default Custom Field Template has been specified for the system, it will be automatically selected.

4 Click Continue.

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Figure 4-20 Choose area type

5 Enter the Area Name.

6 Enter the Active Date.

7 Select the Waste Types to be stored in the Area. Select from the Available Waste Categories list and use the > button to move selected types to the Area Waste Categories pane.

When creating a Permitted Area under a Generator/TSDF, you have the option of designating it an Ultimate Destruction area. You can also choose the Management Method to use for the area.

Figure 4-21 Designating a Permitted Area an Ultimate Destruction area

8 Provide Location information as desired.

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Figure 4-22 Area properties form

Select the Notification tab to set up notifications and alerts if desired. See Edit Notifications and Set Area Alerts, page 4-21.

9 Select Save to save the Area.

To edit Area properties:

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

2 Edit the properties as desired, then click Save.

See Also

Edit Notifications and Set Area Alerts, page 4-21Setting Storage Limits and Alerts for Generator, page 4-9

Ultimate Destruction AreasA Permitted Area that belongs to a Generator/TSDF may be designated an Ultimate Destruction area. Destruction Transactions may only be created in an Ultimate Destruction area.

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To create an Ultimate Destruction Area:

1 Right click the Generator or Unit where you want to create the area and choose New > Area.

Figure 4-23 Create new Area

2 Choose Permitted for the Area Type.

Optionally, apply a Custom Field Template.

3 Click Next.

4 Enter the Area Name.


6 Select the Waste Types to be stored in the Area from the Available Waste Categories list.

7 Select the Ultimate Destruction checkbox.

This option is not available if the Generator is not a Generator/TSDF.

8 Click the Management Method link to select the final management method for the area.

Figure 4-24 Designating a Permitted Area an Ultimate Destruction area

Optionally, provide Location information and set up notifications and alerts in the Notification tab. See Edit Notifications and Set Area Alerts, page 4-21.

9 Select Save.

See Also

Destruction Transaction for Permitted Area, page 3-91Destruction Transaction for Tank, page 3-95Edit Notifications and Set Area Alerts, page 4-21

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Edit Notifications and Set Area AlertsNotifications can be set at the Area level for each area. Notification defaults (the trigger and alert message) are set at the Facility level, but may be edited for each area. Recipients of notifications must be assigned at the Area level for each individual area.

The Limits that apply to the area, and which relate to the timing of notifications, are set at the Generator/Facility level and apply to all areas within the facility.

Note The limits for each waste category and the default notifications are set on the parent Generator/Facility. If limits have not been set for any of the applicable waste categories for the area, you must first set the limits for the waste category on the Generator/Facility. Then assign recipients and edit notifications, if desired, on the Area Notifications tab.

To set or edit notifications for an area:

1 Right click an area and choose Properties > Edit.

Figure 4-25 Edit Area properties

The General property page for the Area is shown.

2 Select the Notification tab.

Figure 4-26 Edit Notifications for Area

The top section of the Notification page shows the Empty Container Notification, which applies to all containers in the area. The default trigger and message (if any) set on the parent Generator appears.

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Figure 4-27 Edit notifications for Area

3 Assign the Recipients for the Empty Container Notification and choose the Delivery Methods (Inbox, Email or both). You may also edit the notification trigger and message, if desired.

Next a section for each waste category is listed. There is one section for each of the waste categories chosen on the General properties page.

Figure 4-28 Edit notification for waste type

4 Set the Edit link for the waste category notification you want to edit.

The notification section expands for editing.

Figure 4-29 Edit notification for waste type

5 Assign the Recipients and choose the Delivery Method (Inbox, Email, or both).

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Optionally, you may edit the Notification Trigger and Alert message.

The notification trigger value may not be less restrictive than the minimum set on the Generator. For example, if the default trigger is 3 days, you may change it to 2 days, but you may not change it to 5 days.

6 Select Update to save the notification.

See Also

Setting Storage Limits and Alerts for Generator, page 4-9

Area Storage LimitsEach instance of a container has a “clock” (a date at which time the container will need to be moved) associated with it.

Each area has a storage limit associated with it which will (in most cases) cause an adjustment to the clock. For instance, if the user moved a container into an area that has a 90 storage limit, then the clock would be set to 90 days from the date it was moved in.

However, the Waste Type also contributes in determining the storage limit. If the waste type is PCB, different clock parameters apply.

Containers may have limits that override the Area limits

The exceptions to the Area limits include:

PCBs: There are two types of PCBs: TSCA PCB and CA PCB. They have different clocks and different level associations. The TSCA clock is 365 days until receipt of Certificate of Disposal (COD) and 30 days onsite. State requirements are the same as waste containers, and no 365 day clock.

The storage Limit will depend upon the type of waste and the type of Area.

Limits are set at the Generator level to ensure consistency for all types of Areas. For example, if one Accumulation Area had a 30 day limit, and another had a 45 day limit, a discrepancy could occur with waste transferred between the two areas.

When the limits are set, they apply to all areas underneath the facility. For example, if a Facility has a 90 day limit for hazardous waste, all Areas underneath the facility inherit this limit. Notification triggers may be set individually for each area or inherited from the Facility.

Note The default notification trigger and alert message are set at the facility. The trigger and alert message may be edited individually at the Area level, where recipients are also selected.

Limits may also be edited (at the Facility only). If a limit is edited, the clocks of all containers at the area are updated. For example, Container A is placed in Area 1 on 1/1/2003. Area 1 has a 30 day limit for the type of waste in Container A. Therefore, the clock on Container A is set to 1/31/2003. If the limit is edited and set to 20 days, then the clock on Container A is reset to 1/21/2003.

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All limits set at the parent facility apply to an area. For example, the three types of limits at SAA are TSCA PCB, Hazardous, and Acute Hazardous. All of these limits apply, so if a container is associated with a profile that has hazardous waste, then the Hazardous limit applies. If the container is associated with a profile that has TSCA PCBs, then the TSCA PCB limit applies.

For the rules for storage limits by Area types, see:

Satellite Accumulation Area Limits

Limits are set at the Generator level. Alert assignments are set for each Area. Alert triggers may be set for each Area individually, or the Area may inherit the defaults set at the Generator level.

Hazardous and Acute Hazardous: Profile is set to Hazardous/Acute Hazardous. Clock starts when Container is set to Full

Days on Area: Number of days after container is full that it must be moved.

Notification Trigger options:

Notify before end period: Number of days before expiration date to send alert Container Full Date + Days On Area - X

Notify after start period: Number of days after clock starts to send alert Container Full Date + X

Figure 4-30 Set limits for Satellite Accumulation Area

PCBs Limit: Profile is set to (CA PCB or TSCA PCB. Clock is set to Container PCB Out of Service Date (as specified on container properties)

Days on Area: Number of days after PCB Out of Service Date that container must be moved.

Notification Trigger options:

Notify before end period: Number of days before expiration date to send alert PCB Out of Service Date + Days On Area - X

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Notify after start period: Number of days after clock starts to send alert PCB Out of Service Date + X

Figure 4-31 Set limits for Satellite Accumulation Area

Accumulation Area and Permitted Storage Area LimitsLimits are set at the Generator level. Alert assignments are set for each Area. Alert triggers may be set for each Area individually, or the Area may inherit the defaults set at the Generator level.

If the Limit days of a waste type is not specified, the container will use the Unassigned limit. (Unassigned limit is required and is equivalent to Hazardous.)

PCBs Limit: Profile is set to (CA PCB or TSCA PCB. Clock is set to Container PCB Out of Service Date (as specified on container properties)

Days on Area: Number of days after PCB Out of Service Date that container must be moved.

Notification Trigger (=X) options:

Notify before end period: Number of days before expiration date to send alert PCB Out of Service Date + Days On Area - X

Notify after start period: Number of days after clock starts to send alert PCB Out of Service Date + X

For all other waste categories: Profile is set to waste category and clock starts when Container enters area.

Days on Area: Number of days after container enters area that it must be moved.


Notify before end period: Number of days before expiration date to send alert Container Enters Area Date + Days On Area - X

Notify after start period: Number of days after clock starts to send alert Container Enters Area Date + X

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Universal Storage Area LimitsLimits are set at the Generator level. Alert assignments are set for each Area. Alert triggers may be set for each Area individually, or the Area may inherit the defaults set at the Generator level.

Only Universal Waste type may be stored in this type of area, so only containers where the Profile is set to Universal Waste can be moved into this location.

Universal: Profile is set to Universal Waste and clock starts when Container enters area

Days on Area: Number of days after container enters are that it must be moved.


Notify before end period: Number of days before expiration date to send alert Container Enters Area Date + Days On Area - X

Notify after start period: Number of days after clock starts to send alert Container Enters Area Date + X

Area PermissionsPermissions to an Area may be assigned to users and groups in order to control access to the Area and specific functions within the Area.

Permissions may be set at the Generator (or Unit) level to apply facility-wide. Permissions that apply to the Generator or Unit are overruled by specific permissions set for an Area.

Permissions that apply to Areas are as follows:




Modify Properties Modify properties of object

Create/Modify Task Create tasks, modify tasks

Modify Tree Objects

Creating, edit, and delete system model objects.


Container Modify Create and edit containers in an Area



Equipment View View equipment in an Area

Equipment Modify Create and edit containers in an Area

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See Also

Managing Permissions, page 6-39View/Assign Permissions to Objects, page 6-40Deny Access to a System Object, page 6-42



Lab Pack Item View

View Lab Pack Items






Overpack Modify Create and modify Overpacks



Container Destroy Destroy container (in destruction transaction)

Modify Tank Content



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Tanks

Create/Edit TankTanks may be created under any Generator or Unit in the system model.

To create a new Tank:

1 Right click the Generator or Unit where you want to create the tank and choose New > Tank.

Figure 4-32 Create new Tank

2 Select an optional Custom Field Template to apply. If a default Custom Field Template has been specified for the system, it will be automatically selected.

3 Click Continue.


4 Enter the Tank Name and Tank Number.


6 Enter the Capacity of the tank and select the UOM.

You may assign a profile to the tank if you want by clicking the Profile link and selecting a profile from Profile Manager.

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Figure 4-34 New tank properties

7 If the Tank is under a Generator/TSDF, select the TSDF Management Method and the Final Management Method from the lists.

Provide Location information as desired.

Figure 4-35 Location information

8 Select the Waste Code and/or Notification tabs to configure these options, if desired.

In the Waste Codes tab you may associate specific waste codes with the tank. However, waste codes are automatically associated with a tank as wastes are added to the tank. If a profile is assigned to the tank, all waste codes associated with the profile are shown.

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Figure 4-36 Tank waste codes

Notifications and alerts may be set up in the Notification tab. Recipients must be assigned to any default notifications already configured on the Generator. See Edit Tank Notification Schedules, page 4-30.

9 Select Save to save the Tank.

The tank appears in the system model under the selected Generator.

To edit Tank properties:

1 Right click the Tank in the system model and choose Properties > Edit from the popup menu.

2 Edit the properties as desired, then click Save.

See Also

Edit Tank Notification Schedules, page 4-30

Edit Tank Notification Schedules

To set or edit notifications for an tank:

1 Right click a tank and choose Properties > Edit.

The General property page for the Tank is shown.

2 Select the Notification tab.

The default notifications, set at the Generator level, are shown and may be edited for this Tank.

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Figure 4-37 Edit Notifications for Tank

3 If you want to change the default notification trigger (if any) for the Generator, enter the number of days after the first waste addition to tank to send notification, and enter message.

This value may not be less restrictive than the minimum set on the Generator. For example, if the default trigger is 3 days, you may change it to 2 days, but you may not change it to 5 days.

4 If you want to change the default percentage capacity (if any) for the Generator, enter the percentage of capacity at which to send notification, and enter message.

This value may not be less restrictive than the minimum set on the Generator. For example, if the default capacity value is 90%, you may change it to 85%, but not to 95%.

5 Assign the Recipients for the notification and choose the Delivery Methods (Inbox, Email or both).

6 Select Save.

See Also

Setting Storage Limits and Alerts for Generator, page 4-9

Flush TankThe Flush Tank option allows you to reset all data for a tank when the tank is flushed. Current contents of the tank are reset to zero. The content history of the tank is retained.

When a tank is flushed, the following items are reset:

EPA Waste Codes

State Waste Codes

Highest PCB Concentration

Profile (changes to Unassigned)

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Level (resets to 1)

The Flush Tank option is available from the Waste Code tab of the Tank Properties.

To flush a tank:

1 Right click the tank and choose Properties > Edit.

2 Select the Waste Code tab.

Figure 4-38 Flush tank operation

3 Click the Tank Flush button at the bottom of the page.

A dialog appears asking you to confirm that you want to flush the tank.

4 Click OK to confirm that you want to flush the tank.

A confirmation dialog appears. The data in the Waste Code tab is removed and data is reset for the tank.

Tank PermissionsThe Tank object in the system tree has the following set of permissions which may be assigned to users/groups:

No Access: Restricts the user from any access to Tank information.

View Properties: Allows user to view properties and history of Tank.

Modify Properties: Allows user to view/edit properties, view history, and create Maintenance History record (only).

Create/Modify Task: Allows user to create/modify a task associated with the Tank.

Modify Tank Content: Allows user to Add/Remove Content to/from Tank. Allows user to create Measurement History record.

Full Control: Allows user to perform all functions on Task. Allows user full access to information.

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ListsA list is a filtered query for non-tree objects that can be created on the system model tree for easy access. Lists also allow you to view data across multiple system objects, such as containers stored in multiple Areas. For example, you can create a list of containers of a specific waste type for multiple areas. To view the multi-area container list, you can then select the list and view list data.

Lists can be created for Generators, Units or Areas. The types of objects that may be included in the list depend on the parent object.

Generator List

Generator lists can be created for the following types of objects.

Approval

Archived Equipment

Area

Batch Associations

Container

Equipment

Lab Pack Item

Over Pack

Profile

Sample

Shipment

Shipment Reconciliations

Shipment Returns

Spill

Tank

Unit

Unit List

Unit lists can be created for the following types of objects.

Archived Equipment

Area

Container

Equipment

Lab Pack Item

Over Pack

Tank

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Area List

You can create a list of the following types of objects for an Area.

Archived Equipment

Container

Equipment

Lab Pack Item

Over Pack

See Also

Create Lists, page 4-34Edit List, page 4-36List Permissions, page 4-37

Create ListsFor easy reference, you can create lista of objects filtered according to your selected criteria, and displaying the information you specify.

To create a List:

1 Select the Generator or Unit for which you want to create the list. Right click and select New > List from the popup menu.

Figure 4-39 Create new List

2 Select the type of object to include in the list. Click Continue.

Figure 4-40 Select type of object for List

4-34


3 Specify the selection criteria for the list by selecting an attribute name and the filter criteria.

You may combine multiple criteria, but you must select at least one attribute name and selection criteria.

4 Select the fields to include in the list from the available Attributes list. Ctrl-click to select multiple attributes.

Click the > button to move them to the Selected Attributes list. Use the >> button to select all.

Select an attribute and use the Up and Down buttons to re-order the display.

To select sort options for an attribute, select the attribute in the Selected Attributes list, then click the Sort box and choose the radio button for Ascending or Descending.

Figure 4-41 New Approval List properties

5 Select Save.

A confirmation message appears. The List is added to the system model tree under the Generator or Unit you selected initially.

To view the list:

1 Right click the list in the system model tree and choose View List Data from the popup menu. The list is displayed.

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Figure 4-42 Approval List data

See Also

Edit List, page 4-36List Permissions, page 4-37

Edit List

To edit a list:

1 Right click the list in the system model tree and choose Properties > Edit.

2 Edit the list as desired.

See Create Lists, page 4-34.

3 Click Save to save your modifications.

To delete a list:

1 Right click the list in the system model tree and choose Delete from the popup menu.

Figure 4-43 Delete List

See Also

Create Lists, page 4-34List Permissions, page 4-37

4-36


List PermissionsList objects in the system model have the following set of permissions:

No Access: User has no access to list properties or results

View Properties: User can view properties of List query and View List Data.

Modify Properties: User can view/modify properties of List query, and View List Data.

Create/Modify Task: User can create/modify task associated with List.

Full Control: User can perform all actions and view all information of List.

See Also

Managing Permissions, page 6-39

4-37


4-38

5Template Manager

About Template Manager 5-2

Custom Fields 5-3

Custom Field Templates 5-13

Template Manager Enviance Waste Manager

About Template ManagerTemplate Manager allows you to define the properties you want to use on system objects. Objects that use the same template can be easily updated from a central location when information must be changed or new information be added.

Template Manager includes the following components:

Custom Field Manager lets you define custom property fields to be used in system objects.

Custom Field Template Manager lets you define a set of custom fields that can then be applied to various system objects.

To create or modify templates, you must have the appropriate user rights.

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Enviance Waste Manager Template Manager

Custom FieldsCustom fields may be defined to match your business information needs. In Custom Field Manager, you can create a library of field types to define the properties you want to use for the objects in your system model.

Once your custom fields are created, they can be grouped into Custom Field Templates. Custom Field Templates can then be applied to any system object to provide the properties you need for informational and reporting purposes.

See Also

Custom Field ManagerCreate New Custom FieldsEdit a Custom FieldCopy a Custom FieldCustom Field TypesCustom Field Template Manager

Custom Field ManagerTo access Custom Field Manager to view, create or modify custom fields, you must have the Manage Custom Fields user right.

To view existing custom fields:

1 Select Custom Field Manager from the Template Manager menu.

Figure 5-1 Access Custom Field Manager

A list of existing Custom Fields are shown. Browse the list by selecting consecutive pages, or use the search function to find a field.

You can search for custom fields by name and date created.

Sort the list by name, creation date, data type, value entry method, or number of references by clicking the column head. Click again to change from ascending to descending.

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Figure 5-2 Custom Field Manager

Note The # Ref column indicates the number of Custom Field Templates that use the field.

See Also

Create New Custom FieldsEdit a Custom FieldCopy a Custom FieldCustom Field TypesCustom Field Template Manager

Create New Custom FieldsThe following basic instructions apply to creating custom fields of all types. For specific instructions on different data types and different value entry fields, see the referenced sections.

To create a new custom field:

1 Select New > Custom Field from the dropdown menu from the Template Manager menu.

Figure 5-3 Creating a new Custom Field

Or, from Custom Field Manager, right click anywhere in the table and select New.

5-4


Figure 5-4 Shortcut to creating a new field from a list

2 Enter a Name for the field.

The Name will appear as the field label on the properties form of an object where is used.

3 Add a Description if desired.

The description may be viewed as a property of the field and may help users identify its purpose.

4 Select the Data Type from the following types.

According to the data type chosen, additional properties appear. See the specific instructions for each data type.

Text Fields

Number Fields

Date/Time Fields

True/False Fields

5 Select Save.

The properties of the field are displayed for your review.

6 Select Confirm to save the field as configured, or Back to edit it.

See Also

Edit a Custom FieldCopy a Custom FieldCustom Field TypesCustom Field Template Manager

Edit a Custom Field

To edit a custom field:

1 In Custom Field Manager, find the field you want to edit, right click and choose Edit from the popup menu.

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Figure 5-5 Edit a custom field

The properties of the field are displayed for editing.

2 Modify the properties as desired.

3 Select Save.



To rename a custom field:

1 From the right click popup menu, choose Rename.

2 Enter a new name for the field and Save.

See Also

Copy a Custom FieldCustom Field Types

Copy a Custom FieldYou can create a new custom field by making a copy of an existing field. You may then modify the field as you wish.

To copy a custom field:

1 In Custom Field Manager, find the custom field you want to copy. Right click and choose Copy from the popup menu.

Figure 5-6 Copying a custom field

2 Enter a new name for the copied field, then select Copy.

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Figure 5-7 Rename the copied field

A confirmation message is displayed. You may then search for the field in Custom Field Manager and edit it if you wish.

See Also

Edit a Custom FieldCustom Field TypesCustom Field Template Manager

Custom Field TypesThe following field types are available for custom fields.

Text Fields: May be one of the following data entry types:

Text Box

Dropdown List

Dropdown List with Text Box

Number Fields: May be one of the following data entry types:

Text Box

Dropdown List


Date/Time Fields

True/False Fields

Text Fields

Text fields may be configured for the following data entry types:

Text Box with manual entry

Dropdown List with pre-defined values

Dropdown List with Text Box for user-entered values

Choose the Value Entry Method to specify the entry type.

Number FieldsNumber fields are for entering numerical values. Entries on number fields are checked for numerical content.

Number fields can be of four data entry types:

Text Box

Dropdown List

5-7



Text Box

A simple text box allows for manual entry. You can create a field with a text box for manual entry for either the Text or Number data type. A text box for a field of the data type Text allows entry of any character string. A text box for a Number data type allows manual entry of a numerical value and will be checked for numerical content.

To create a text box:

1 For the Data Type, choose Text or Number, depending on the data type desired.

2 For the Value Entry Method, choose Text Box.

3 Select the Size as desired:

Large allows up to 2048 characters.

Medium allows up to 50 characters.

Small allows up to 20 characters.

Figure 5-8 Creating a text box field

4 Select Save.



Dropdown ListA dropdown list field allows users to choose options from a pre-defined list.

You can create a list for a field with the data type of either Text or Number. Entry on number fields will be checked for numerical content.

5-8


To create a dropdown list:


2 For the Value Entry Method, choose list.

An entry box appears so you may enter list values to appear in the list.

3 In the Value box, enter the first list value option, then select Add.

A second value box will appear. Enter the second list option, select Add, and continue until you have created all the list values.

4 Order the list display by entering a specifying the order by number in the Order column.

Note If a list option is not needed in future, you can edit the list field and check Expire for the option. Those elements marked Expire will not appear in subsequent lists, but if the values were selected in the past, they will remain where selected.

Figure 5-9 Creating a dropdown list field

5 Select Save.



See Also


Dropdown List with Text BoxA list with a text box creates a dynamic list, in which users may select from a list of previously used values or enter a new value. Thus users can add to the list as necessary.

You can create a list with text box for either a text or number field. Entries on number fields will be checked for numerical content.

5-9


To create a list with text box:


2 For the Value Entry Method, choose List with Text Box.

List only values of objects with same Custom Field Template: If you check this option, then values entered using the text box are shown in the list box for selection only if they are entered on objects that use the same Custom Field Template.

Figure 5-10 Creating a dropdown list box with text box

3 Select Save.

The properties of the new field are displayed for your review.


Initial values for the list must be created from the object’s property form. The order of display is ascending (for either text or number data types).

Date/Time FieldsA custom Date/Time field can be created to include additional date information for an object, according to your own needs.

To create a date/time field:

1 For the Data Type, choose Date/Time.

2 Choose the Value Entry Method:

Date: Allows date entry or selection of date from popup calendar.

Time: Allows selection of time in 30 min. intervals, from 12:00 AM to 11:30 PM.

Date and Time: Includes both Date and Time entry fields, as above.

5-10


Figure 5-11 Creating a Date/Time Field

3 Select Save.



True/False FieldsTrue/False fields can be created to store Boolean values (fields where the value is typically true/false, yes/no or similar). The field may be presented as a checkbox or as a list selection. The list option allows you to create your own display options for True and False.

To create a True/False field:

1 For the Data Type, choose True/False.

2 Choose the Value Entry Method:

Checkbox

List

5-11


Figure 5-12 Creating a True/False field

If you choose list, enter the value to display in the list to correspond with the Boolean values.

Figure 5-13 Setting display option for True/False values

3 Select Save.



5-12


Custom Field TemplatesCustom Field Templates are used to apply a group of custom fields to be used as additional properties of one or more system model objects.

A single Custom Field Template can be selected to apply to any object when the object is created. A template may also be applied to an existing object from the right-click menu for the object in the system model.

Once a custom field template is applied to an object, the fields become available for entry in the New object or Edit Properties page.

If a Custom Field Template is modified by adding or deleting a custom field, the change will be reflected in all System Model objects that use that template. To create or modify Custom Field Templates, you must have the Manage Custom Fields right.

Note Only one Custom Field Template may be applied to each System Model object.

See Also

Custom Field Template ManagerCreate a Custom Field TemplateApply a Custom Field TemplateEdit a Custom Field Template

Custom Field Template ManagerCustom Field Template Manager allows viewing, creating and editing Custom Field Templates. To access Custom Field Template Manager, you must have the Manage Custom Fields right.

To view existing Custom Field Templates:

1 Select Custom Field Template Manager from the Template Manager menu.

Figure 5-14 Access Custom Field Template Manager

A list of existing Custom Field Templates are shown. Browse the list by selecting consecutive pages, or use the search function to find a template.

5-13


Figure 5-15 Custom Field Template Manager

Note The # Ref column indicates the number of system model objects that use the Custom Field Template.

You can search for Custom Field Templates by:

Name (full or partial string)

Date created

When searching by date created, choose the qualifier from the list to specify whether to search for an exact date, or to include templates created before or after the selected date.

See Also

Create a Custom Field TemplateApply a Custom Field TemplateEdit a Custom Field Template

Create a Custom Field TemplateA Custom Field Template defines a group of custom fields that can be applied to system model objects. You can define different Custom Field Templates to meet your own business information needs and to fit your system model.

Custom fields may be re-used in different Custom Field Templates, but only one Custom Field Template can be applied to any object.

To create a new Custom Field Template:

1 Select New > Custom Field Template from the Template Manager menu.

Figure 5-16 Creating a new Custom Field Template

5-14


Or, from Custom Field Template Manager, right click anywhere in the table and select New.

Figure 5-17 Shortcut to creating a new template from a list

2 Enter a Name for the template and a Description.

The Name appears on the properties form for objects using the template, as the section label for the custom fields.

The description can be seen by viewing template properties and may help users identify the purpose of the template.

3 Select the fields you want to include in the template from the Fields pane and use the > button to move them to the Selected Fields pane.

Figure 5-18 Adding fields to a new Custom Field Template

4 To change the display order of the fields, select one or more fields and use the Up and Down buttons to put them in the desired order.

5 Select Save.

5-15


The properties of the template are displayed for your review.

6 Select Confirm to save the template, or Back to edit it.

After the template is applied to an object, you can access the fields to enter values on the Properties Edit form for the object, or view the fields on the Properties View form.

See Also

Apply a Custom Field TemplateEdit a Custom Field TemplateDelete a TemplateRename a Template or FieldCreate New Custom FieldsAuto-Populate Custom Fields

Auto-Populate Custom FieldsCustom fields can be set to auto-populate from an associated key field. For example, when user chooses a Vendor No. value from a dropdown list, the vendor name, address, contact, and other fields are automatically populated.

The fields that are to be autopopulated must be grouped together and associated with a single key field. The auto-population values are then uploaded from an Excel file.

To create auto-populated custom fields on a Custom Field Template:

1 Create the custom fields for the template. Decide which field will be the key field and make that field a text field with a dropdown list. Add the initial the options for this field when you create it.

Figure 5-19 Dropdown list field that will be the key field

2 Create the Custom Field Template. Add the custom fields to the template.

5-16


3 On the Autopopulate tab, select the key field from the list.

Only dropdown list fields will be shown for key selection.

4 Select the fields to associate with the key field, and move them to the Selected Fields pane.

Figure 5-20 Associate fields with key field

5 Click “Create Excel File for Uploading Data.” Save the file to your computer.

6 Open the Excel file and enter the associated values for each item in the key field’s dropdown list. You may add new values to the key field by entering them in a new row.

Figure 5-21 Create autopopulate values

7 Save the file.

8 Click Browse on the Auto-Populate tab. Locate and select the Excel file you just edited. Click Upload.

9 Save the Custom Field Template.

To test the usage, apply the template to an object:

1 Right click an object in the System Model and choose Add/Change Custom Fields.

2 Choose the value for the key field.

The other fields will be auto-populated. You can override the auto-populated values if you want by entering different values for the fields..

5-17


You may have more than one group of auto-populated fields on a template, if you wish.

To add a second group of associated fields:

1 Select a different key field from the Select Key list.

2 Select the fields to associate with this field.

3 Create the Excel file for data upload, enter the values and upload the file, as detailed above.

See Also

Dropdown ListCreate a Custom Field Template

Edit Autopopulated Custom FieldsTo add values for the key field, you need to edit the Custom Field Template. You can then download the existing key group and edit the associated values in Excel.

To edit the autopopulate values on the Custom Field Template:

1 Select the Auto-populate tab.

The existing keys are shown at the bottom.

2 Click Load for the key you want to edit.

The key and its fields are shown above.

3 Click Export.

Figure 5-22 Load the key fields and export the existing values.

4 Save the file to your computer. Open the file.

The existing key and associated values are shown. You can edit existing values and add new values by creating new rows. Save the file, then re-upload it to Enviance.

5-18


5 Click Browse on the Auto-Populate tab. Locate and select the Excel file you just edited. Click Upload.

6 Save the Custom Field Template.

If you delete an associated custom fields the custom field will be deleted and the value assigned to the custom field will be deleted.

To delete all associations:

1 On the Auto-Populate tab, in the Existing Keys section, click Delete for the key.

2 Save the template.

The fields will remain on the template, but no further associations will be made between the fields.

Apply a Custom Field TemplateA Custom Field Template may be applied to a system model object either when the object is created, or later, by applying a custom field template from the right-click menu of the object in the system model tree.

To apply a Custom Field Template when creating an object:

1 Select the Custom Field Template from the list which is presented in the first step when you create a new object.

Figure 5-23 Selecting a Custom Field Template to apply to an object

You can also choose to create a new Custom Field Template from this screen. After creating the Custom Field Template, you will be returned to the selection screen where you can select your new template.

To apply a Custom Field Template to an existing object:

1 Right click the object in the system model tree and choose Add/Change Custom Fields from the popup menu.

5-19


Figure 5-24 Add or change the Custom Fields Template

2 Select the Custom Field Template to apply from the list, or create a new template if you wish.

3 Select Save.

A message appears informing you that all data currently saved in the existing custom fields will be lost.

If no custom fields currently exist on the object, no data will be lost and you may safely continue by clicking OK.

If the object already had a Custom Field Template applied and you are applying a different template, the fields and data from the previous template will be deleted. Consider whether you want to lose this data before continuing. If this is not what you want to do, select Cancel.

See Also

Create a Custom Field TemplateEdit a Custom Field Template

Edit a Custom Field TemplateYou can edit a Custom Field Template in order to add new fields or remove fields that you do not need. When you edit a Custom Field Template, the changes will be applied to all objects to which that template is applied, as follows:

New fields will be added to each object that uses that template. Edit the properties of the objects to assign values for these fields.

Deleted fields will be deleted from all objects that use the template. Any existing data in these fields will be lost.

To modify a Custom Field Template:

1 Select Custom Field Template Manager from the Template Manager menu.

5-20


2 Search or browse for the template you want to modify.

3 Right click the template in the list and choose Edit from the popup menu.

Figure 5-25 Edit a Custom Field Template

4 On the template form, make the desired changes.

To add a field, select it from the Fields pane and use the > button to move it to the Selected Fields pane.

To create a new custom field to add, select Create a New Custom Field. Define the field and save it. (See Create New Custom Fields, page 5-4.) After the new field is saved, you will be returned to the template edit screen. The new fields will appear in the Selected Fields list.

To remove a field, select the field in the Selected Fields list and use the < button to remove it from the Selected Fields list.

To change the order of the fields for display purposes, select a field and use the Up and Down buttons to change its position.

5 Select Save.

The properties of the template are displayed for your review.

6 Select Confirm to save the template, or Back to edit it.

See Also

Apply a Custom Field TemplateDelete a TemplateRename a Template or FieldCreate New Custom Fields

Delete a TemplateYou can delete a template that is no longer needed. However, you cannot delete a template that is in use by an object.

5-21


To delete a Custom Field Template, you must remove the Custom Field Template from all object associations, or delete the objects that reference it, first.

The #Ref column shows the number of times a field or template is used.

To delete a template:

1 In Template Manager, right click the template and choose Delete from the popup menu.

A confirmation message appears. Select Delete again to confirm the deletion, or Cancel to keep the template.

If the template is in use, you will not be allowed to delete the template. A message will appear telling you that it is associated with one or more objects and listing the associated objects.

Rename a Template or FieldTemplates and custom fields may be renamed as you wish. A renamed template or field retains all its object associations, and the new name will be reflected accordingly.

To rename a template or field:

1 In the corresponding Template Manager, right click the template or field name and choose Rename from the popup menu.

2 Edit the name for the template, then select Save.

5-22

6Security

Security Overview 6-2

User Profile Manager 6-5

System User Manager 6-11

Group Manager 6-14

Access Manager 6-17

Policy Manager 6-22

Billing Manager 6-25

Audit Manager 6-33

Import Manager 6-34

System Preferences 6-36

Default Settings 6-35

Managing Permissions 6-39

Security Enviance Waste Manager

Security OverviewAdmin and Security features include two components: User Rights and Permissions:

User Rights control which parts of the application a user has access to. The tabs and menu options available to a user are dependent on the user rights assigned to the user or the groups to which the user belongs. User rights are assigned in System User Manager and User Profile Manager.

Permissions control which system model objects users can work with in the system model and the set of functions available to them, such as data viewing, data entry, and task management. This allows a user to be assigned very specific permissions to relevant parts of the system model, while having no access to other parts of the model. Permissions may be inherited from parent to child objects, or separate permissions may be established on specific system model objects. Permissions are assigned by right clicking on an object in the system model tree and choosing Permissions from the popup menu.

User Rights and Permissions may be assigned to individual system users or to user groups.

User and Group SetupIndividual system users are identified to the system by their email address and a password.

Users can be added to user groups to facilitate the assignment of User Rights and Permissions. Although user rights can apply to individual user accounts, user rights are best administered on a group account basis. A user logged as a member of a group automatically inherits the rights associated with that group. By assigning user rights to groups rather than individual users, you simplify the tasks of user account administration and system tree maintenance.

The Policy Manager allows Administrators to specify security criteria for all system users. This includes requirements for password composition and resetting of passwords and automatic lockout features.

Special Administrative AccountsWhen a system is created, one default user, flagged as the System Owner is created. In addition, one default group, Administrators, is created.

These are special system accounts in that use of the account bypasses all security checks. The security subsystem always checks to see if a user is a member of the Administrators group or if the user is the System Owner verifying permissions and/or rights. If the user is validated as a member of the Administrators group or System Owner, access is granted immediately and no further security checks are made.

Members of the Administrators group have access to all functions and system objects.

6-2

Enviance Waste Manager Security

User RightsUser Rights are authorizations given to users and groups that deal with system-wide functions, such as managing documents or creating templates. The user rights assigned to users control which parts of the application and which functions are available to them.

The user rights that can be assigned to users and groups are described in the following table. Those rights defined as View, Modify, or Full Control allow the following functions:

View: View only

Modify: View and modifyx

Full Control: View, edit and delete

User Right Rights conferred

Manage Users Access User Profile Manager and System User Manager.Create/edit user profiles.

Manage Groups Access Group Manager.Create/edit groups.

Manage Access Access Access Manager.Grant access to the current system model for a user from another system model.

Manage Billing Access Billing Manager.Create/edit billing profiles.

Manage Security Policy Access Policy Manager.Set password requirements and automatic lockout features.

Manage System Messages View all system messages (i.e., data warnings) in Message Center. (Users without this right see only system messages on objects to which they have permissions. Users with this permission see all system messages regardless of their permissions.)

Manage Documents Access Document Manager.Create document folders, upload and edit documents, and set document permissions.

Manage Custom Fields Access Custom Fields Manager.Create/edit/delete custom fields.

Manage Audit Records Access Audit Manager.View transactions in the system.

Edit Reports Access Report Manager.Create/edit/run/delete reports.

6-3


Run Reports Access Report Manager.Run run saved reports only.

Profile View/Modify/Assign Full Control

Access Profile ManagerMay View only or Modify profiles. Profile Assign allows user to assign profiles to inventory items.

Approval View/Modify/Full Control

Access Approval ManagerMay View only or Modify Approvals.

Spill View/Modify/Full Control

Access Spill ManagerMay View only or Modify Spills

Sample View/Modify/Full Control

Access Sample ManagerMay View only or Modify Samples

Company View/Modify/Full Control

Access Company ManagerMay View only or Modify Companies

Dictionary View/Modify/Full Control

Access Dictionary ManagerMay View only or Modify Dictionary.

Container Spec View/Modify/Full Control

Access Container Spec ManagerMay View only or Modify Container Specs

Batch View/Modify/Full Control

Access Batch ManagerMay View only or Modify Batches

Shipments View/Modify/Full Control

Access Shipment ManagerMay View only or Modify Shipments

Receiving View/Modify/Full Control

Access Shipment Receiving ManagerMay View only or Modify Shipment Receiving data

Shipment Reconciliation View/Modify/Full Control

Access Shipment Reconciliation ManagerMay View only or Modify Shipment Reconcilation data

Compatibility View/Modify/Full Control

Access Compatibility Category ManagerMay View only or Modify Compatibility Categories

Import View/Modify/Full Control

Access Import ManagerMay View history of imported data, or upload data to the system.

User Right Rights conferred

6-4


User Profile ManagerUser Profile Manager is used to edit profiles for system users.

Note To access User Profile Manager to edit or create new users, you must have the Manage Users user right.

To view or edit a user profile:

1 Select User Profile Manager from the Admin/Security Manager menu.

Figure 6-1 Access User Profile Manager

User Profile Manager appears, showing the list of system users.

Select a page number to go directly to a page, or increase the number of results per page to view more results.

Sort the list of users by Name, Title, Company or E-mail by clicking the table header. Click again to change from ascending to descending.

To view deleted users, uncheck the Do NOT show deleted users box. See Delete/Restore Users, page 6-9.

Figure 6-2 User Profile Manager

2 Select the name of the user whose profile you want to view or edit.

The user profile appears.

3 Edit the profile fields as desired.

Required fields are indicated by a red asterisk.

6-5


Figure 6-3 User Profile Editor

4 Select Save to save any changes.

Note To view or change logon and user rights for the user, you can select the System User link at the top of the profile. However, you must save any changes made to the User Profile first.

Add UsersCreating new users for the system involves these steps:

Create the account id (email) and initial password for the user.

Select a time zone for the user.

Assign the user to a billing profile.

The billing profile must already exist. See Billing Manager, page 6-25.

Supply the user first and last name (for internal program identification).

Other contact information is optional and may be edited by the user later.

Optionally, you may choose the initial password options (such as the requirement to change the password at next logon).

You may also assign individual user rights to the user. However, in general user rights are better assigned through user groups. Users inherit all the rights assigned to the group(s) to which they belong.

After creating a user, you must also give the user permissions to access the System Model objects with which they need to work. User permissions may also be assigned through groups or individually. See View/Assign Permissions to Objects, page 6-40.

6-6


To add a new user:

1 Select New > User Profile from the Admin/Security Manager menu.

Figure 6-4 Create new user profile

Or, from the User Profile Manager, right-click anywhere in the users table and choose New from the popup menu.

oFigure 6-5 New user shortcut

The New User screen appears.

Figure 6-6 New user form

2 Enter the user information.

Required fields are:

User email: The email is the account id used for logon.

6-7


Password: Initial password. In the next screen you may specify that the user must change the password upon logon.

User Time Zone: This time zone is used for all task assignments and other time-dependent program functions.

Billing Info: This is the billing profile that will be used for licensing purposes. (See Billing Manager, page 6-25.)

First Name and Last Name: Used to identify the user internally.

Advanced User Information is optional and may be edited by the user later if desired.

3 Select Create User.

The user is created and the System User Editor appears so that you may set logon options and assign individual user rights, if you wish, to the new user.

4 Choose the password and account options (these are optional). The following options are available:

User must change password at next logon.

User cannot change password.

User’s password does not expire.

User’s account is locked.

5 If you want to grant individual rights to this user, select the user rights to assign.

If you intend to assign the user to a user group, and no extra rights beyond those the group has are required, leave all individual rights unchecked. After creating the user, you may add the user to the user group that has the appropriate user rights. See Group Manager, page 6-14.

For a description of user rights, see User Rights, page 6-3.

Note User rights selected in System User Editor are in addition to any rights granted to the user through their assigned user groups. The User Rights list shows only those rights assigned to the user individually. It does not show the rights the user may have as a result of the groups he belongs to. To view rights assigned to the group, see Group Manager. Users who belong to the Administrators group have all rights, so individual rights are not listed.

6 Select Save.

6-8


Figure 6-7 Set account options and user rights

After creating a user, you may assign the user to user groups in order to manage access rights.

Delete/Restore UsersTo prevent further access to the system, you may mark a user as deleted from the system. When users are marked as deleted, the account is locked and all group assignments are immediately removed. However, the user information is retained in the database for historical purposes.

A user who has been marked as deleted may also be restored later if necessary. If you restore the user, you must reassign them to the appropriate groups.

To mark a user as deleted from the system:

1 Select User Profile Manager from the Admin/Security Manager menu.

Figure 6-8 Access User Profile Manager

User Profile Manager appears, showing the list of system users.

6-9


2 Right click the name of the user in the user list and choose Mark as Deleted from the popup menu.

Figure 6-9 Mark user as deleted

The user list refreshes and the user no longer appears in the list. To see deleted users, uncheck the Do NOT show deleted users box.

To restore a deleted user:

1 Uncheck the Do NOT show deleted users box.

Deleted users are shown with an asterisk in the Deleted column and information fields in red.

2 Right click the user name and choose Restore from the popup menu.

After restoring the user, reassign the user to the appropriate groups and/or assign user rights in System Manager.

Figure 6-10 Restoring a deleted user

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System User ManagerSystem User Manager is used to manage account access and individual user rights for all system users. System User Manager shows all users with access to the system. This includes both:

Home system users (created and managed through User Profile Manager).

External users granted access to the system (through Access Manager).

In System User Manager you can:

Set password change and expiration options for system users.

Set or change account lockout status for system users.

Set expiration date for access by non-system users who have been granted access to the system.

Assign individual user rights for any user.

View which user groups a user belongs to.

Note To access System User Manager and edit or create new users, you must have the Manage Users user right.

To view or edit system user information:

1 Select System User Manager from the Admin/Security Manager menu.

Figure 6-11 Access System User Manager

System User Manager appears, showing the list of system users.


Sort the list by Name or E-mail by clicking the table header. Click again to change from ascending to descending.

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Figure 6-12 System User Manager

2 Select the name of the user whose account you want to view or edit to see existing information for the user.

The System User Editor appears. The User Rights list shows the individual rights that have been assigned to the user with checkmarks next to the assigned rights. The User Groups to which the user is assigned are shown at the bottom of the page.

Note The User Rights list shows only those rights assigned to the user individually. It does not show the rights the user may have as a result of the groups he belongs to. To view group rights, see the Group Manager. Users who belong to the Administrators group have all rights, so individual rights are not listed.

Figure 6-13 Account options and individual user rights assigned

3 Select the password and account options. The following options are available:

User must change password at next logon.

User cannot change password.

User’s password does not expire.

User’s account is locked.

4 If individual user rights are granted to the user, you may change assigned rights by selecting or deselecting the checkboxes.

For an explanation of user rights, see User Rights, page 6-3.

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If rights are assigned to the user through group assignment, you must edit the group rights. See Group Manager, page 6-14.

5 Select Save.

Note You can access the User Profile to view or change basic profile information for the user by clicking the User Profile link at the top of the page. However, first save any changes to the System User information.

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Group ManagerIn Group Manager, you can create and manage User Groups. Creating groups gives you the ability to apply the same system rights to multiple users. User groups can also be used to grant permissions to various system objects.

The Administrator group is automatically given all user rights and access to all system objects. The Administrator group cannot be deleted. See Special Administrative Accounts, page 6-2.

Note To access Group Manager to edit or create groups, you must have the Manage Groups user right.

To view or edit User Groups:

1 Select Group Manager from the Admin/Security Manager menu.

Figure 6-14 Access Group Manager

Group Manager appears, showing the list of existing user groups.


Click the Group Name header to change the sorting from ascending to descending.

Figure 6-15 Group Manager

2 Select the name of the group to view the group profile.

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Figure 6-16 Group Editor

3 Add users to the group by selecting the users from the Available Users list. Ctrl+click to select multiple users. Click the > button to move them to the Group Members list.

4 Select the rights to assign to the group.


5 Select Save.

Create a New GroupCreating groups gives you the ability to apply the same system rights and permissions to multiple users. You should plan your user groups to group the typical sets of rights and object permissions that you want to assign to various users.

User groups are identified by a group name. Users may be added and deleted and the assigned rights modified at any time.

After creating a group and choosing the rights for the group, you can also assign permissions to the System Model objects as appropriate through the group. See View/Assign Permissions to Objects, page 6-40.

To create a new user group:

1 Select New > User Group from the Admin/Security Manager menu.

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Figure 6-17 Create new User Group

Or right click anywhere in the groups table and choose New from the popup menu.

Figure 6-18 Shortcut to create a new group

2 Enter a Group Name.

Figure 6-19 New Group Editor

3 Add users to the group by selecting the users from the Available Users list. Ctrl+click to select multiple users. Click the > button to move them to the Group Members list.

4 Select the rights to assign to the group.


5 Select Save.

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Access ManagerIn Access Manager, you can grant, edit or revoke access to the system for outside users from other system models. Access Manager shows a list of all users from other systems that have access to this system.

To grant access to an outside user, the user profile must already exist in another Enviance system model.

You can set an expiration date for system access for each external user. Once a user is granted access they may be assigned individual user rights and/or assigned to user groups to grant the appropriate user rights to the system.

External users granted access to the system model through Access Manager are licensed through their home system model and are not considered for licensing purposes in your system model.

Note To view Access Manager, you must have the Manage Access user right.

To view or edit external users with access to the system:

1 Select Access Manager from the Admin/Security Manager menu.

Figure 6-20 Open Access Manager

Access Manager appears. A list of all users from other systems that have access to this system are shown.

Select a page number to go directly to a page, or increase the number of results per page.

Sort the list by Name, E-mail or Expiration Date by clicking the table header. Click again to change from ascending to descending.

To view users whose access has expired, uncheck the Do NOT show expired users box.

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Figure 6-21 Access Manager

2 Select the user name to view the user access information.

Figure 6-22 User access information

You may edit the Expiration date or Comments if desired.

Setting a past expiration date will prevent access for the user, but user information and group assignments will be retained in the database. The expiration date may be reset to allow access again in the future.

3 Select Save to save any changes.

Grant Access to Other System UsersYou can grant access to the system model to users who are already registered users of other Enviance systems.

To grant access to other system users:

1 Select New > User Access from the Admin/Security Manager menu.

Figure 6-23 Create a new system user

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Or, from Access Manager, right click anywhere in the users table and choose New from the popup menu.

Figure 6-24 Shortcut from Access Manager to create a new system user

2 Enter the email address of the user to whom you want to grant access.

This must be the same email that is used for the account ID in the user’s home system.

Figure 6-25 Email address for account id

3 Select Grant Access.

The confirmation screen appears.

Figure 6-26 Confirm access to system

4 Enter an Expiration date for the access and Comments, if desired.

5 Select Grant Access.

The user now appears in the list of external users granted access to the system in Access Manager.

After the user has been added to the system, you may then:

Assign individual rights to the user through System User Manager.

See System User Manager, page 6-11.

Add the user to a user group with the appropriate user rights.

See Group Manager, page 6-14.

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Revoke System Access for External UsersYou can revoke access to the system at any time to external users to whom access has been granted in Access Manager. Revoking access will remove the user from the Access Manager list and prevent further access to the system.

Tip If you may want to re-grant access to the user at a later time, you can set the expiration date to prevent access temporarily. The user will stay in the system and keep any group assignments and assigned user rights, but will not be able to log into the system. To reactivate user access, you can then change the expiration date again later.

To revoke access to the system for an external user:

1 Select Access Manager from the Admin/Security Manager menu.

Figure 6-27 Open Access Manager

Access Manager appears. The list of external users with access to the system are shown.

2 Right click the name of the user whose access you want to revoke and choose Revoke Access from the popup menu.

Figure 6-28 Revoke access for external user

3 Confirm that you want to revoke access by clicking Revoke in the confirmation window.

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Figure 6-29 Confirm revocation

A confirmation message appears.

Figure 6-30 Confirmation of revoked access

The user will no longer appear in the list of external users with system access in Access Manager.

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Policy ManagerThe Policy Manager allows Administrators to specify security criteria for all system users. Password requirements and automatic account lockout features may be customized to suit your business security requirements.

Password options include the ability to specify password complexity, and to set requirements for changing passwords regularly, as well as automatic password expiration.

In addition, account lockout options may be set to automatically lock an account after a specific number of failed login attempts.

Important The options turned on in the Policy Manager will affect all users of the system model.

To set password and account lockout options:

1 Select Policy Manager from the Admin/Security Manager menu.

Figure 6-31 Open Policy Manager

2 Select the appropriate Passwords and Account Lockout options.

3 Select Save to save the options.

The policy options are described following:

Enable password complexity

Specifies that complex passwords are required for all users. A complex password must include 3 out of 4 of the following:

At least one upper-case letter

At least one lower-case letter

At least one number

At least one special character

Enable minimum password length

Specifies that passwords must meet a minimum character length.

Number of characters minimum: This is the number of characters required to create a valid password. (Minimum is three.)

Enable maximum password age

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Password will expire after the specified number of days. When password expires, a password change page will be shown to the user when attempting to log in.

Days until password expires: Number of days

Password "age" is calculated based on the last time a user changed their password. If the user has not changed the password the system uses the time the initial user password was set by the administrator.

Enable password history

The history of password changes will be saved, in order to restrict a user from setting a password that has been recently used.

Password instances remembered: The number of previous passwords that will be stored for comparison.

The system will store passwords and not allow the user to reuse a password if it falls within the specified number of instances. If it is enabled and set to 3 instances the first password will not be available to be used again until three different passwords have been saved in your profile.

When Enable password history is selected, the following option is available:

Enable minimum password age

A minimum time will be required before a password can be changed.

Number of days until password can be reset: The minimum time period between saving passwords. The system will check the time the last password was saved and will not allowed a user to change the password until this time period has elapsed.

Enable account lockout

This option allows you to specify the criteria for account lockout as a consequence of failed login attempts. When account lockout is selected, the following criteria must be set:

Failures before lockout: How many times a user can attempt login with an incorrect password before getting locked out of the system.

Minutes until lockout ends: The minutes that will pass after the user is locked out until the correct password will work.

Minutes before lockout counter reset: The amount of minutes the system will retain a log of invalid passwords.

For example, the number of failures before lockout is set to three, and the lockout counter reset time is 30 minutes. If a user attempts to log in twice unsuccessfully and then logs in on the 3rd attempt they will not be locked out of the system. But if they log out and log in again, within the 30 minute lockout counter time period, they will only be allowed one failed attempt at logging in before they are locked out. (The 2 previous attempts are still held in the counter.)

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Figure 6-32 Policy Manager options

6-24


Billing ManagerBilling Manager allows you to set up billing profiles in order to manage billing accounts for your Enviance system. When you create new system users, you must assign them to a billing profile.

Example If you have ten licenses each for Facility A and Facility B with different billing information for each, you will want to set up a billing profile for each facility. When you create the users for Facility A, you will then assign the users to the Facility A billing profile. Users for Facility B will be assigned to the Facility B billing profile.

When billing information changes, you can update the billing profile in Billing Manager. You can also change the billing profile assignment for users in Billing Manager (without having to edit each individual user profile).

Note In order to access Billing Manager, you must have Manage Billing rights.

To view or edit Billing Profiles:

1 Select Billing Manager from the Admin/Security Manager menu.

Figure 6-33 Access Billing Manager

Billing Manager displays the existing billing profiles for the system.

Select a page number to go directly to a page, or increase the number of results per page.

Sort the list by Profile Name, number of Users, Contact Name, Company Name, Title (of Contact), or E-mail by clicking the table header. Click again to change from ascending to descending.

To view deleted billing profiles, uncheck the Do NOT show deleted billing profiles box.

2 Select the name of the billing profile you want to view or edit.

6-25


Figure 6-34 Billing Manager

The Billing Profile appears.

Figure 6-35 Billing profile information

3 Edit the information as desired.

4 Select Save to save your changes.

The Billing Profile information appears for your review.

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Figure 6-36 Billing Profile confirmation

5 Select Confirm to save the billing profile, or Back to edit it.

Create a New Billing ProfileYou can add a new billing profile to your system when necessary, to reflect a new system account.

To create a new billing profile:

1 Select New > Billing Profile from the Admin/Security Manager menu.

Figure 6-37 Create a new billing profile

Or, from Billing Manager, right click anywhere in the table or profiles and choose New from the popup menu.

6-27


Figure 6-38 Shortcut to create a new billing profile

2 Enter the Profile Name.

3 Complete the Contact Information and Billing Information with the details you need.

If the Billing Information is the same as the Contact Information, click the Copy Contact Info button to copy the information to the billing section.

The Reference # and Expires fields are required. The other fields can be used as desired.

Figure 6-39 Create new billing profile

4 Select Save.

The Billing Profile information appears for your review.

5 Select Confirm to save the billing profile, or Back to edit it.

6-28


Once the billing profile is established, you can create users to assign to the billing profile, or change existing user assignments to the new profile.

To add existing users to the profile, right click the profile name and choose Edit All Users from the popup menu. See Change Billing Profile Assignments, page 6-29.

Change Billing Profile AssignmentsThe billing profile assignment is part of each user profile. You may edit the billing profile assignment for any user from the user profile. However, when you want to change billing profile assignments for several users, or change all users assigned to a specific billing account to a new one, you can do so from Billing Manager.

You can also use this function to add several users to a new billing account at once.

To change billing profile assignments for users:



Billing Manager appears, showing a list of existing billing profiles. The Users column shows the number of users assigned to each billing profile.

2 Right click the billing profile to which you want to assign or de-assign users and choose from the following options:

To change assignments for current assignees to a profile, choose Edit Users.

6-29


Figure 6-41 Edit billing profile users

To add new users to this billing profile (as well as change existing users), choose Edit All Users.

Figure 6-42 Edit billing assignments for all users

A list of users appears, with the Profile field editable.

3 Select a new billing profile from the dropdown list for the users you want to change.

Figure 6-43 Select biling profile

4 After changing billing profile assignments on a page, select Save to save changes before continuing to another page of results.

6-30


Delete/Restore Billing ProfilesYou can delete a billing profile that is no longer needed. However, before deleting a billing profile you must first reassign all users currently assigned to that profile. You cannot delete a billing profile that has users assigned to it.

The Users column in the Billing Profile table shows the number of users currently assigned to that profile.

To delete a Billing Profile:



Billing Manager appears, showing a list of existing billing profiles.

2 If the number of users shown in the Users column indicates that users are currently assigned to the billing profile that you want to delete, right click the name of the billing profile and choose Edit Users from the popup menu.

Figure 6-45 Edit users of this billing profile

The users currently assigned to the billing profile are shown, with the Profile field editable. Increase the results per page to equal to or greater than the number of assigned users so that you can edit all users at once.

Select a new billing profile for each user assigned to this profile, then select Save.

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3 After all users have been reassigned, right click the name of the billing profile you want to delete and choose Mark as Deleted from the popup menu.

Figure 6-46 Mark a billing profile as deleted

4 Confirm that you want to delete the profile by clicking OK in the confirmation dialog.

The billing profile list refreshes and the profile no longer appears in the list. To see deleted profiles, uncheck the Do NOT show deleted billing profiles box.

To restore a deleted billing profile:

1 Uncheck the Do NOT show deleted billing profiles box to view deleted profiles.

Deleted billing profiles appear with an asterisk in the Deleted column and information fields in red.

2 Right click the name of the billing profile you want to restore and choose Restore from the popup menu.

Figure 6-47 Restore a deleted billing profile

The billing profile is restored. Select the billing profile name to edit the information.

To add users to the profile, right click the profile name and choose Edit All Users from the popup menu.

6-32


Audit ManagerAudit Manager allows a user with administrative responsibility to track changes made in the system by users.

To view changes in the system in Audit Manager:

1 Select Audit Manager from the Admin/Security Manager menu.

Figure 6-48 Audit Manager

2 Use the search function to search for changes by Object Type, Action Type and/or User.

3 To see the details of an item, select the View link.

The Audit Log Record shows changes to the fields for the object.

Figure 6-49 Audit log record

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Import ManagerImport Manager allows you to upload Lab Analysis or Transformer data to the system.

To import data:

1 Select Import Manager from the Admin/Security Manager menu.

Figure 6-50 Import data

2 Click Browse to find the data file you want to import.

3 Select the type of data you want to upload: Lab Analysis or Transformer.

4 Enter a Description if desired.

5 Click Import.

To see a history of data imports:

1 Select Import Manager from the Admin/Security Manager menu.

2 Select Show History.

The history of all data imports is shown.

Figure 6-51 Import history

6-34


Default SettingsThe Default Settings page allows you to specify a default Custom Field Template to use when creating new objects. In this way you can make fields you need for your reports automatically available when new objects are created and eliminate the risk of users forgetting to apply the fields.

You must first create the custom fields you need and the Custom Field Templates to group them.

You can designate default Custom Field Templates for the following object types:

Approvals

Area

Chemicals

Container

Container spec

Generator

Laboratory

Lab Pack

Overpack

Profiles

Sample

Shipment

Spill

Tank

Transporter

TSDF

Unit

Vendor

To specify default Custom Field Templates for object types:

1 Select Default Settings from the Admin/Security tab menu.

2 For each object type for which you want to specify a default, select the Custom Field Template from the list of templates in the system.

3 Click Save.

When a user creates a new object, the default Custom Field Template specified will be automatically selected on the first step. (The template may be manually changed if needed.)

See Also

Custom Field Templates, page 5-13Custom Fields, page 5-3

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System PreferencesIn the Preferences screen you can set up the following system configuration rules:

Approval Notification: Sends an alert when an approval is about to expire.

System Numbering Schemas: Defines numbering schemas for the following system objects:

Profiles

Approvals

Chemicals

Tie Codes

You can also specify that Alternate Numbers for Containers, Overpacks and Lab Pack Items are unique.

Shipment Defaults:

Shipment purchase order numbers are required: Check if purchase order numbers should be required for all shipments.

Set UHM to the Shipment Number: Check to require that the Manifest number is the same as the Shipment number.

Section 14: You can compose a default message for Section 14 on the Uniform Hazardous Manifest, and specify the manifest information and line item information to include.

System Reports: Select the custom report types to be available in the system. The selected reports will display on the Report Manager main menu.

Default View Settings: Allows custom selection of properties to display per user or user group in the summary table for containers, equipment, overpack, labpack and archived equipment.

To view or edit preferences:

1 Select Preferences from the Admin/Security Manager menu.

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Figure 6-52 System preferences

Approval NotificationApproval notifications can be configured for the system to notify responsible persons anytime an Approval is about to expire.

To set Approval Notification preferences:


2 In the Approval Notification section, enter the number of days prior to expiration that you want a notification to be sent.

3 Enter the message to be sent and choose the delivery method: Inbox (in Enviance system) or Email.

4 Select the recipients for the notification.

5 Select Save to save the preferences.

Figure 6-53 Approval notification setup

System Numbering SchemasSystem Numbering Schemas may be set up to define the numbering schemas for the following system objects:

Profiles

Approvals

Chemicals

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Tie Codes

You can also specify that Alternate Numbers for Containers, Overpacks and Lab Pack Items are unique. A check will then be made on any entries in the Alternate Number field to ensure it is not a duplicate.

To configure system numbering schemas:


2 In the System Numbering Schemas section, find the desired object type, then edit as desired.

To specify that Alternate Numbers are unique for Containers, Overpacks and Lab Pack Items, check the box.

For other types of items (Profiles, Approvals, Chemical and Tie Codes) complete the fields as applicable:

Next Base Number: Initial number to start autonumbering from.

Step: Increment by.

Prefix: String to precede number (for example E for Equipment).

Separator: Indicate separator (for example, ‘-’ or ‘,’) to be used between identifier segments.

Include Year: To include year, select format (two or four digits) from dropdown. Check boxes to include month, day and hour.

Digits Number: Maximum length for number (not including prefix, year, separator).

Leading Zeros: Add leading zeros for numbers less than the minimum number of digits.

Deactivate numbering schemas: Check this box to turn off autonumbering. When creating new objects, users may enter numbers as desired.

Figure 6-54 Configure system numbering schemas

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Managing PermissionsEvery object in a system tree has a set of access permissions that apply to specific users or groups. By setting the permissions on an object, the Administrator controls what users and groups are allowed to access the object. The permission settings also define what type of access is allowed (such as read/write permission).

To specify permissions on an object, a user must be a member of the Administrators group.

Object PermissionsFunctional permissions are grouped together in several arbitrary access levels that may be assigned per user/group to each system object.

Generators, Units and Areas have the same set of permissions. Permissions may be assigned at the Generator level to apply to all child objects, or at the Unit or individual Area level.

Tanks and Lists have a separate set permissions that are assigned at the object level. However, the permission to Modify Tank Content may be applied at the parent object and inherited.

Permissions to Documents and Reports are assigned separately in Document Manager and Report Manager.

The following permissions may be applied to Generators, Units and Areas.




Modify Properties

Modify properties of objects.

Create/Modify Task

Create tasks, modify tasks

Modify Tree Objects

Creating, edit, and delete system model objects.


Container Modify

Create and edit containers in an Area



Equipment View

View equipment in an Area

Equipment Modify

Create and edit containers in an Area

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Note You must grant users the minimum View Properties permission to a parent object in order to grant access to child objects.

See Also

Tank Permissions, page 4-32List Permissions, page 4-37View/Assign Permissions to Objects, page 6-40Deny Access to a System Object, page 6-42Managing Document Permissions, page 8-25Managing Report Permissions, page 6-31

View/Assign Permissions to ObjectsMembers of the Administrators group may view or edit permissions on system model objects from the system model tree.

To view or assign permissions to an object:

1 Right click the object in the system tree and choose Permissions from the popup menu.



Lab Pack Item View

View Lab Pack Items






Overpack Modify

Create and modify Overpacks



Container Destroy

Destroy container (in destruction transaction)

Modify Tank Content



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Figure 6-55 View Permissions for an Area

The list of users and groups having permissions to the object are shown.

If Apply to children is checked, the same permissions will be granted to all child objects.

Figure 6-56 Permissions Editor

2 Edit the permissions table as desired. When you have finished, select Save to save your changes.

To change permissions for users already listed:

1 Select the boxes for the appropriate access levels and deselect boxes for permissions you want to remove.

To remove permissions for an existing group/user:

1 Check the Delete box next to the Group/User Name.

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To add permission for new users or groups not shown in the list:

1 Scroll down to the Available Members section at the bottom of the page. Select the System Groups and/or System Users you want to grant permissions to, then click Add. Ctrl+click to select multiple items from a list.

The groups/users are added to the table and the access level is set to No Access by default. You can then set the access level as desired.

Figure 6-57 Add groups or users to permissions list

To apply the selected permissions for a group/user to child objects:

1 Check the Apply to Children box.

Specified permissions will automatically be applied to all child objects.

Deny Access to a System ObjectTo deny access to a system model object to a specific group or user, you can edit the permissions for the object to change the permission level to No Access, or remove the user from the permissions list.

To deny permissions to a system object to specific users or groups:

1 Right click the object in the system tree and choose Permissions from the popup menu.

The list of users and groups having permissions to the object are shown.

2 Choose from the following two options:

To deny access to an existing user or group: Select the No Access box. The user or group will remain in the list but will not be able to access the object.

To remove an existing group/user from the list altogether: Check the Delete box next to the Group/User Name.

3 Select Save after making your changes.

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Index

AAccess Manager 6-17account lockout criteria 6-22administrative accounts 6-2approval

deactivate 1-7delete 1-7description

Approval Manager 1-4approvals

associating profiles 1-13cost records 1-11creating new 1-8edit 1-6expiration notifications 6-37overview 1-2view approvals 1-4

Areascreating/editing 4-17storage limits 4-21, 4-23types 4-17

BBatch Manager 2-11batches

creating new 2-12viewing 2-11

Billing Manager 6-25billing profiles

change assignment 6-29creating 6-27deleting 6-31editing 6-25restoring 6-31viewing 6-25

CChemical Manager 2-3chemicals

editing 2-4properties 2-3viewing 2-3

company history 3-25Company Manager 3-2compatibility categories

creating new 2-25editing 2-24

Compatibility Category Manager 2-23compatible waste types 2-23contacts

adding 3-24Container Spec Manager 2-8containers

labels 2-26specifications 2-8

Custom Field Template Manager 5-13custom field templates 5-13

applying 5-19creating 5-14editing 5-20

custom fields 5-3copying 5-6creating 5-4date/time fields 5-10editing 5-5entry type

dropdown list 5-8dropdown list with text box 5-9text box 5-8

number fields 5-7text fields 5-7true/false (boolean) 5-11types 5-7

Ddictionary item

adding 2-19Dictionary Manager 2-18

Eediting 6-14

GGenerator

creating/editing 4-4temporary 4-4, 4-8

Generatorsdescription 4-4set numbering schemas 4-13

Group Manager 6-14groups

user group setup 6-2

Llabels

creating 2-26

I-1


laboratoriescreating new 3-4editing 3-6history 3-25viewing 3-3

Laboratory Manager 3-3Land Ban 1-30list values 2-18

editing 2-19, 2-20Lists

creating 4-34editing 4-36overview 4-33

Nnumbering schemas 4-13

system objects 6-37

Ppassword security 6-22permissions

managing 6-39object permissions 6-39

assigning 6-40denying access 6-42viewing 6-40

Policy Manager 6-22Profile Manager 1-15profiles

associating approvals 1-13characteristics 1-24constituents 1-23creating new 1-20description 1-15editing 1-18Land Ban 1-30overview 1-2regulatory information 1-32shipping inforrmation 1-28view profiles 1-15waste codes 1-26

Ssecurity

overview 6-2show/hide temporary generators 4-8storage limits

clock parameters 4-12editing 4-13for areas 4-23setting alerts 4-9, 4-21setting limits 4-9setting notifications 4-21

system model objectspermissions 6-39, 6-42

assigning/viewing 6-40system modelling 4-2

Areas 4-17Generators 4-4Lists 4-33system numbering schemas 6-37Tanks 4-28

System User Manager 6-11system users

editing 6-11external 6-17

grant access 6-18revoke access 6-20

viewing 6-11

TTanks

creating/editing 4-28description 4-28flushing 4-31setting notifications 4-30

Template Manager 5-2templates

custom field templates 5-13template types 5-2

temporary generator 4-4temporary generators 4-8Tie Code Manager 2-16tie codes

creating new 2-16viewing 2-16

Transporter Manager 3-8transporters

archiving 3-13creating new 3-9history 3-25viewing 3-8

TSDF Manager 3-14TSDFs

archiving 3-19creating new 3-16editing 3-17history 3-25viewing 3-14

Uultimate destruction area 4-17user groups 6-14

creating 6-15viewing 6-14

user profilebilling profile assignment 6-29

I-2


User Profile Manager 6-5user profiles

creating 6-6deleting 6-9editing 6-5restoring 6-9viewing 6-5

user rights 6-3user/group setup 6-2

VVendor Manager 3-20vendors

archiving 3-23creating new 3-21editing 3-22history 3-25viewing 3-20

Wwaste codes 1-26Waste Detail Manager 2-2waste types

compatibility 2-23

I-3


I-4