Overview

Portfolios are used to group related sites, persons, and companies. The relationship between entities that defines a portfolio is a decision by the implementing agency. For example, portfolios could be used to represent shared ownership or a common operator. Portfolios summarize alerts (potential items of concern (called "alerts") across the entities in the portfolio. Alerts can include outstanding balances due, expired permits, or pending/active compliance actions. Additional alerts may be made available as the NCORE system evolves.

If a site, person or company belongs to a portfolio, the portfolio information will appear on the sidebar of the following screens: Site/Person/Company Detail, Permit Detail, Submission Detail, Evaluation Detail, and Compliance Action Detail. The sidebar will display the portfolio name, a link to portfolio details (including all alert details) and provide a summary count of alerts at the portfolio level.

A site may only belong to a single portfolio. It a site is added to a portfolio, it will automatically be removed from any other portfolios it may belong to.

Managing Portfolios

Managing Portfolios in nVIRO is an administrative function. A user must have rights to access and edit a Portfolio.

Types of Portfolios

Portfolio Types are defined under Lookups; currently, there are two types:

• General

• Owner

Click Portfolios under the Admin tab. The system displays a list of all existing portfolios with buttons for Open, Edit, and History options.

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Adding a Site to a Portfolio

To add a Site to a Portfolio, navigate to the Portfolios page.

Click Add New Portfolio.

Provide the Portfolio .

Name and select the Portfolio Type from the dropdown menu. Click Save to save changes and return to the portfolio list or click Cancel to exit without saving.

Viewing Portfolio Details

Once assigned to a portfolio, the user can view this information on the right-side panel in the Site page.

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Under Portfolios, the user can click Open to view the individual permits associated with the Portfolio.

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System displays the Program Area, Item Type, any Alerts, and the Item Date, or Permit Expiration Date. The user can navigate to the specific permit by clicking the Open button. Users can also remove aSiteand the related Permits by clicking Delete next to the Site Name. A confirmation message will be displayed. To complete the process, click Yes.

Merging Portfolios

To consolidate sites assigned to multiple portfolios, select the portfolios to be merged by checking the boxes, click Merge Portfolios.

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Select the target portfolio and portfolio type. Click Merge to complete the process. All sites in the merged portfolios are now assigned to the target portfolio.