Overview

For programs the utilized that utilize environmental projects, it is often necessary to add designate a physical relationship between applications and the projects themselves to aids with reporting and document template needs. Users now a project and a submission. An example of this would be linking a Trust Fund application to indicate its relationship to the project. Users have the capability to select a application and associated designate this relationship by selecting a submission and associating it with a master project. This has proven to be beneficial for programs that deal with remediation of Storage Tanks, Brownfields, and Dry Cleaners as they tend to utilize employ environmental projects.

How to Associate an Application

From the Master Project Details screen, click Submissions and the user will see a list of submission(s) already associated with the master project. For each submission that is associated with the Master Project the user has the ability to:

• Select the Open button which will direct the user to the associated Submission Details page.

• Select the Unlink Application icon. Upon clicking this for a record, a dialog displays which reads "Unlink Application?" Selecting yes will remove the association.

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By selecting Link Submission the User clicks "Select Application to Link" which opens a list of the site's applications, with a checkbox column on the left to use to select the record(s) to link. User clicks "Save" to save the linked record(s), or Cancel to exit..

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By selecting Link Submission the User clicks "Select Application to Link" which opens a list of the site's applications, with a checkbox column on the left to use to select the record(s) to link. User clicks "Save" to save the linked record(s), or Cancel to exit..

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Bullet Points

• Use bullet points when listing out steps.

Use of Macros

Code Block Example

Use the "Code Block" macro when including sample of code in the help documentation. 

<<foreach [ permit in permits.OrderBy(e => e.permitNum)]>><</foreach>>

Table Example

Use tables to organize lists and columns of data.

ID

Description

Notes

PRMT_ID

Permit ID

Use this tag on a form control when integrating with nCORE

SITE_NAME

Site Name

Use this tag on a form control when integrating with nCORE

Info Macro

Tip Macro

Associating a Submission with a Master Project

To associate a submission with a master project:

• Search for and open the master project that the application relates to.

• Click the Linked Submissions tab. A list of submissions already associated with the master project will be displayed.

• Click the Link Submission button. A page will appear for the user to select any submission tied to the site of the master project.

• Find the submission to relate to in the list. Click the Relate button. Note: The user has the ability to relateone submission at a time.

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Manage Related Submissions

For a submission that is associated with a master project, the user can:

• View the related submission

• Remove the association to the submission (unlink)

View the Related Submission

To view the details of a submission related to a master project, click the Open button for the related submission. The Submission Details page for the associated submission will be displayed.

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Remove an Association to a Submission

To remove an association to a submission:

• Click the Unlink Submission icon for the submission to unlink

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• Upon clicking, a dialog displays which reads "Unlink Application?" Click Yes to confirm and remove the association.