Form Set Name

Provides a name for the form set. For form sets that are used on permits, projects, and compliance actions, the form set name becomes the Schedule Group name. Since the form set name is shown to external users, the name should be clear and concise.

Form Set Type

Drop-down control with the following options

• Schedule Group - Indicates that the form set can only be used on a permit, project, or compliance action.

• Schedule Group or Ad Hoc - Indicates that the form set can also be used on submissions to trigger an expected set of one or more additional form submissions. For ad hoc form sets, the first form in the schedules list is the trigger form. Receipt of the trigger form creates the form set and makes available the rest of the forms in the form set for submission.

• Submission Package - Indicates that the form set contains multiple forms that are submitted together as a package of submissions.

Program Areas

Indicates which program areas are valid for the form set. For example, if a form set is only available for Program Area A, only permits, projects, and compliance actions in Program Area A can add the form set as a schedule group.

"Allow Adding Schedules After the Fact" Checkbox

Indicates that authorized users can add new schedules to the form set after the permit, project, or compliance action is active.

Submission Package External Display Text

Allows the administrator to configure a description or instructions for the submission package. When a user selects the View Package button from the Start a New Form page, this text will be displayed at the top of the View Package page. This text supports basic HTML to allow formatting of the text.

Included Schedule Forms table

Add Schedule Button

Adds a new schedule to the form set. See the section Adding and Editing Form Set Schedules below.

Order

Changes the order in which the schedules are displayed. Schedules should be ordered chronologically in the order they are normally received. Rows can also be dragged and dropped to reorder schedules in the form set.

For Submission Packages, the first form is considered the “Primary” form. Workflows that create a permit are restricted to the submission associated with the primary form.

Schedule Type Name / Form Name

Displays the name of the linked schedule type, the form type, and whether the form is considered the “Primary” form. Clicking on the schedule type name opens the schedule type.

Submission Requirement

Displays whether the form is required or optional. See Due Date Type below under Adding and Editing Form Set Schedules.

Open Button

Opens the Add/Edit Schedule Screen. See Adding and Editing Form Set Schedules section below.

Remove (X) Button

Removes the schedule from the form set.

Side Bar

Active/Inactive Toggle

Activates or Inactivates the form set. Inactive form sets are hidden from being added to permits, projects, or compliance actions.

Schedule Name

Drop-down control of available schedule types.

Regulatory Reference

Text box to provide optional text clarifying the regulation that authorized the agency to collect the schedule. This is not displayed to external users.

Due Date Type

Drop-down control with the following options:

• Required - The schedule is a required form (as part of a Submission Package).

• As Needed (One Time) - Schedule with no specific due date. The schedule is only expected to be submitted once per form set.

• As Needed (Recurring) - Schedule with no specific due date. When one schedule is submitted, nVIRO automatically creates a new schedule of the same type for future submission. This is ideal for event-based reporting. For example, if an entity is required to submit a form once per discharge event.

• Calculated Due Date (Recurring) - The schedule becomes available upon receipt of a previous submission of the same schedule type. The subsequent schedule due date is then calculated from the calculation date interval, interval unit, and calculation date specified. This is helpful if a specific schedule will need to be submitted on a recurring basis, but where the due date calculation is based on a date in the previous submission.

• Specific Due Date - A specific due date will be entered by the agency staff person at the time the form set is added to a submission, permit, project, or compliance action.

• Triggered - The schedule becomes available upon receipt of a specified schedule type (indicated in the "trigger schedule name" during setup) in the same form set. This can be any schedule type in the form set; it does not need to be of the same schedule type as it does with the "Calculated Due Date (Recurring)" Due Date Type. This is helpful if a schedule of a different type needs to be submitted following a preceding schedule.

Recurrence Settings

Additional options display when the Due Date Type is Specific Due Date or Triggered:

Repeat Interval - Number of days, weeks, years, etc. that the schedule should repeat.

Repeat Unit - Drop-down control indicating whether the interval is days, weeks, months or years.

Maximum Number of Occurrences - The maximum number of repeating schedules to create. For example, a five-year permit may wish to set the maximum number of schedules to five.

Number of Days Before Due that Submission is Allowed

The number of days before the due date that the schedule becomes available for completion and submission. This prevents users from submitting schedules months or years before their expected due date.

Additional Clarification for External User

Text used to help external users understand the purpose of the schedule or the conditions under which it is expected to be submitted.

Agency Internal Comments

Text used to provide clarification of the schedule’s purpose to internal users. This text is not visible to external users.