Overview

Contacts are managed on the Contacts tab of functional area detail pages.

The Contacts tab

Fields

The following fields appear on the Contacts tab.

Field	Description	Notes

Field	Description	Notes
Contact	The contact’s name, mailing address, and email address.
Primary Phone	The contact’s primary phone number.
Roles	The contact’s roles or affiliation types in relation to the record.	Some roles trigger specific system behavior. For more information, see the Contact Inheritance Across Functional Areas section below.

Viewing Contact Details

Additional details for a contact listed on the Contacts tab can be viewed and edited by clicking the Open button.

The Open button on a contact row

The following fields appear on the Contact Detail page.

Field	Description	Notes

Field	Description	Notes
Name & Organization
Prefix	The contact’s title or honorific (such as Mr., Ms., or Dr.).
First Name	The contact’s first name.
Last Name	The contact’s last name.
Title	The contact’s job or other title.
Organization Name	The name of the contact organization or the organization with which an individual contact is associated.
Display Name	The preferred contact name to display in list records.	The display name serves as an identifier for the contact and is most useful when it is unique.
Address
Address Line 1	The contact’s primary street address.
Address Line 2	Additional address details.
City/Locality	The contact’s city or locality.
State/Province	The contact’s state or province.
Postal Code	The contact’s postal code or ZIP code.
Country	The contact’s country.	The country selected determines whether the State/Province field appears.
Comments	Any comments related to the contact.
Roles & Contact Information
Roles	The contact’s roles or affiliation types in relation to the record.	The contact must be associated with at least one role to appear on the contact list. Some roles trigger specific system behavior. For more information, see the Contact Inheritance Across Functional Areas section below.
Email	The contact’s email address.
(Phone Numbers) Primary	A radio button indicating the contact’s primary phone number.	To view phone number details, click the Edit button.
(Phone Numbers) Type	The phone number type (such as mobile, home, or office).
(Phone Numbers) Number	The contact’s phone number.
(Phone Numbers) Ext	The contact’s phone extension.
(Phone Numbers) Comment	Any comments related to the phone number.

While internal users with appropriate permissions can add or edit contacts in all functional areas, nVIRO can be configured to disable editing by external users.

Creating a Contact

A contact can be added to a functional area by creating a new record or copying an existing one.

Clicking the Copy Existing Contact button opens a list of all site contacts across functional areas. If unsure whether a contact already exists, select this option to check before creating a new record.

Creating a New Contact

To create a new contact:

Click the Add Contact button.
When the Add Contact panel appears, click the Create New Contact button.

The Create New Contact button

Complete relevant fields.
Click the Save button. The new contact appears on the Contacts tab.

Copying an Existing Contact

To copy an existing contact:

Click the Add Contact button.
When the Add Contact panel appears, click the Copy Existing Contact button. A list of eligible contacts is displayed.

This option only appears if at least one contact is associated with the site.

Click the Copy button next to the contact to be copied.

The Copy Existing Contact and Copy buttons

Review and update information as needed.
Click the Save button. The newly copied contact appears on the Contacts tab.

Contact Inheritance Across Functional Areas

Certain actions may cause contacts to be created automatically or carry over from one functional area to another. This behavior is described below by functional area.

Functional Area	Behavior

Functional Area	Behavior
Site	Contacts are added manually and are not inherited from related submissions, permits, evaluations, or compliance actions. They do not automatically carry over to other functional areas.
Submission	Contacts entered on a submission are automatically added to the Contacts tab if a corresponding role or affiliation type exists.
Permit	Permits inherit contacts from the submission used to create them. The Applicant contact on the submission is assigned the Permittee role on the permit.
Evaluation	Contacts are added manually and are not inherited from other functional areas.
Compliance Action	Compliance actions may or may not inherit contacts from other functional areas. If a compliance action is created directly from a violation in an evaluation, the contacts from that evaluation carry over to the compliance action. If the source evaluation is related to a permit, the Permittee contact is assigned the Responsible Party role on the compliance action.

Deleting a Contact

To delete a contact, remove all roles from the record. When the Save button is clicked, a confirmation dialog appears indicating that the contact will be removed. Click the OK button to confirm.

Special Contact Types

The following roles and affiliation types are system-required and cannot be edited.

Code	Description

Code	Description
APPLCNT	Applicant
CONCT	Contact
ICONT	Inspection Contact
PERMT	Permittee
CMPLNT	Complainant
EMAIL_NOTIF	Notification Recipient
PN_COMM	Public Notice Communications Recipient
RSPPTY	Responsible Party

Additional special contact types can be configured, depending on features enabled.

On this page

1 Overview
2 Fields
3 Viewing Contact Details
4 Creating a Contact
- 4.1 Creating a New Contact
- 4.2 Copying an Existing Contact
5 Contact Inheritance Across Functional Areas
6 Deleting a Contact
7 Special Contact Types

Related Content

N/A

Working with Contacts