Viewing and Editing Schedule Details
- Kevin Gainer
- John Kostakos
- Will Rensmith
Overview
The Schedule Details page allows internal users to view and edit a schedule and its related components (such as workflows, documents, and events), as shown in the following image:
Navigation Tabs
The following navigation tabs are available across the top of the page:
Tab Name | Description |
|---|---|
Details | Various schedule-related fields, including due date, assigned user, and comments |
Workflows and tasks related to the schedule | |
Documents related to the schedule | |
Events related to the schedule | |
Contact information (e.g., names, addresses, and phone numbers) related to the schedule | |
Additional data entry fields related to the schedule | |
Holds | Holds that have been placed on a schedule |
Violations identified by the schedule | |
Related Forms | Other related schedules |
Schedule Details Tab
Controls
The following table lists the fields available on the Schedule Details page:
Field | Description |
|---|---|
Due Date |
|
Achieved Date | The date on which the goal or requirement reported in the schedule is achieved. |
Workgroup | The workgroup to which the assigned user belongs. This value must be set before the Assigned User can be selected. |
Assigned User | The agency user assigned to this submission. The available users displayed in this field depend on the workgroup selected in the preceding Workgroup field. |
Internal Comments | An optional text box that can be used to record comments visible only to internal users. |
Submission Versions
This section displays the submission version(s) submitted for the specific schedule. The options available here depend upon whether or not a submission for this schedule has already been submitted:
If no version of the schedule has yet been submitted, the internal user can add a submission by clicking the Add Submission button. This opens the Select Submission Method dialog box, in which one of two submission methods can be chosen:
The user can fill out the nFORM form associated with the submission (just like an external user would) and submit it via nFORM, or
The user can record a paper receipt of the schedule; this is often done when a paper version of the form has been received by the agency. This option does not require filling out an electronic form; rather, only a few key details about the form are entered (such as received date) and, typically, the internal user uploads a scanned copy of the form to the Documents tab of the schedule.
If one or more versions of the schedule have already been submitted, the user can add a revised version of the schedule by clicking the Add Revised Submission button:
Note: Once either submission method is selected for an initial submission, that method must be used for all subsequent versions. For example, If the initial version is submitted via nFORM (using the “Begin Submission” option), the option to record a paper receipt will be disabled for subsequent versions. Likewise, if the initial version of the submission is entered using the “Record Paper Receipt” option, subsequent versions must be entered using this same option.
Entering a Decision
Once a submission has been entered, the internal user can enter a decision for the schedule by clicking the Enter Decision button (as shown in the previous image).
The decisions available in the Decision field may vary based on agency implementation. But in general, there are two options for what is displayed in this field:
If the schedule was configured to require approval, appropriate decisions such as Approved, Not Approved, and Not Approved - Closed will be available for selection.
If the schedule was configured to not require approval, the only available decision is Acknowledged.
When entering the decision on a submission version, the user has the ability to override the original received date, enter the decision date, and enter any comments regarding the decision.
Right Sidebar Controls
The following table lists the fields available in the right sidebar:
Field | Description |
|---|---|
Status | The current status of the schedule. |
Update Status | This button invokes a dialog that allows the status of the schedule to be changed. |
Site | Name and address of the site to which the submission relates. The site name provides a hyperlink to the site record. |
Site Alerts | If there are Site Alerts, they are displayed beneath the site information in the sidebar. See Alerts and Manual Alerts for additional information |
Source Permit | The permit to which the schedule is attached. The permit number provides a hyperlink to the Permit Details page for the given permit. |
Payables | Displays any purchase orders linked to the schedule. |
Other Actions - View History | Opens a panel displaying all the edits that have occurred to the record, including who made the edit, the time of the edit, and the data before and after the change. |
Editing the Schedule Details
To edit the details for a schedule:
Edit the fields on the Schedule Details page as needed.
Click the Save button.
A message is displayed, indicating changes have been saved.
To edit data in other tabs, refer to the corresponding links in the Navigation Tabs table above.
On this page
Related Content