Overview

Contacts are stored in multiple locations in nVIRO and can be associated directly with sites, applications, or permits. Typically, contacts are accessed via the “Contacts” tab on the details page for a site, permit, etc.

Contact information can be referenced in generated documents, if set up to do so in a given document template.

For submissions in particular, any contacts added on the submitted form are automatically added to the Contacts tab.

Contacts can be added by agency staff. When adding a contact, the user is provided the ability to copy in a contact record from any other functional area records associated with the same site.

Contact Roles (Affiliation Types)

Every contact has one or more roles, also referred to as affiliation types. Each functional area has a primary role contact:

• For submissions, the primary contact role is Applicant.

• For sites, the primary contact role is Owner.

• For permits, the primary contact role is Permittee.

• For evaluations, the primary contact role is Inspection Contact.

• For compliance actions, the primary contact role is Responsible Party.

The primary contact role for each of these functional areas is displayed on the Details page for that functional area. Specifically, it appears on the Status pane on the right side of the Details tab.

Notification Emails and Contacts

Any contact with the “Notification Recipient” role can be configured to receive certain email notifications, depending on how notifications have been configured (see Admin > System Actions for more information on setting up notifications and recipients). These contacts must have an email address specified in order to receive notifications.

Bulk Updating Contact Details

Upon saving a change to a contact, if the contact is used elsewhere in nVIRO related to the same site, a page will display that allows the user to selectively update the contact’s information on other records belonging to the same site.