LabLynx KB:Client location management

This is an article specific to the Category:LabLynx knowledge base. Its context outside of LabLynx, Inc may not be apparent, thus why it appears inside the LabLynx KB namespace.

Introduction

LabLynx enables you to add and edit client location information. That information is categorized under the following tabs:

Client Loc: client location details
Sample Pt: client location sample point list
Contacts: contact details
Limits: client location limits list
Equipment: client location limits list
Accounts: client location accounts list
Operations: operations list
SIC/CSO
Other (communications, flow data, waste tracking, hazardous chemical storage, doc tracking, pictures & documents, and permits)

System administrators use LabLynx ELab to manage client location information, including:

Client Location tab

client location details
client location custom fields
client location programs

Sample Pt tab

client location sample point list

Contacts tab

client location contacts list
contact details

Limits tab

client location limits list
available client location limits

Equipment tab

client location equipment list
equipment details

Accounts tab

client location accounts list
accounts details

Operations tab

operations details
operations list

SIC/CSO tab

SIC codes and client location CSO

Other tab

communication details
communication custom Fields
flow data details
manifest details
hazardous chemicals
document tracking
pictures & document files
permit details

Adding or editing client location information

The Clients Locations List screen displays client location information currently defined in the system:

From the Clients Locations List, select a client location name or click New. The system will display the Client Location Details screen:

Client location tab

1. Complete the fields of the Client Location Details area. Fields in bold are required. The various fields are explained below:

Field	Description
Client Loc. Name	Type the name of the client location.
Client Name	Select the link to view the client look up list and select a client name.
Role	Select a role from the drop-down list.
Latitude	Type the latitude.
Longitude	Type the longitude.
Address (1)	Type the first line of the address.
Address (2)	Type the second line of the address.
Address (3)	Type the third line of the address.
City	Type the city name.
State	Select the state from the drop-down list.
Zip	Type the zip code.
Archive	Select the check box to archive the entry.
Commercial Class	Select the client location's commercial class from the drop-down menu.
SpillPlan URL	Click the icon to select and send a SpillPlan URL file to the server.
SpillSub Date	Click the calendar icon to select a date.
Spill Exp Date	Click the calendar icon to select a date.
Site Diagram URL	Click the icon to select and send a site diagram file to the server.
Flow Est. Time	Type a time in hours and minutes.
POTW Description	Select from the drop-down list.
Ind. Park Name	Click the link to select an industrial park name for the client's location from the industrial park list.
Div Name	Type the client location's division name.
Charge Class/Subdistrict	Select from the drop-down list.
PIN	Type the PIN (personal identification number).
Category	Select the category from the drop-down list.
Result Report Preference	Select the preference from the drop-down list.
Surcharge	Select the check box to apply a surcharge.
Surcharge URL	Click the icon to select and send a surcharge URL file to the server.
Contact	Click the link to select a contact for the client's location from the client location contacts list.
RCRA ID	Type the RCRA ID.
Interceptor	Select an interceptor from the drop-down list.
Cooling Flow	Select the check box if there is a cooling flow.
Cooling Flow Amount (mcf)	Type the amount.

2. In the Client Locations Custom Fields area, click the SSCBOUTS check box to indicate that an amount of water will be subtracted from the total flow.

3. In the Client Location Programs area, select program types to assign/unassign. The various buttons are explained below:

Button	Description
Add	Adds the selected program type to the assigned list.
All	Adds all program types to the assigned list.
Remove	Removes the selected program type from the assigned list.
Clear	Removes all program types from the assigned list.

4. When you are finished, click Save and then Done.

Sample point tab

For how to edit this tab, please refer to the sample point management article.

Contacts tab

1. Select the Contacts tab to open the Client Location Contacts List:

2. From the Client Location Contacts List, select a last name or click New. The system will display the Contact Details screen:

3. Complete the fields of the Contact Details area. Fields in bold are required. (To fill the address text fields with information already in the system [only available when editing an existing record], click the Fill Address button.) The various fields are explained below:

Field	Description
Prefix Name	Select a prefix from the drop-down list.
Title	Type the title of the primary contact.
First Name	Type the given name of the primary contact.
Last Name	Type the surname of the primary contact.
Address (1)	Type the first line of the address.
Address (2)	Type the second line of the address.
Address (3)	Type the third line of the address.
City	Type the city name.
State	Select the state from the drop-down list.
Zip	Type the zip code.
Country	Select the country from the drop-down list.
Phone	Type the business phone number of the primary contact.
Home Phone	Type the home phone number of the primary contact.
Fax	Type the fax number of the primary contact.
Pager	Type the pager number of the primary contact.
E-Mail	Type the e-mail address of the primary contact.
Emergency Contact	Select the check box if this is an emergency contact.

4. When you are finished, click Save and then Done.

Limits tab

1. Select the Limits tab to open the Client Location Limits List:

2. From the Client Location Limits List, select a client location limit or click New:

3. Complete the fields of the top area. Fields in bold are required. The various fields are explained below:

Field	Description
Client Loc. Limit	Type the client location limit.
Eff. Start Date	Click the calendar icon to select a date.
Eff. End Date	Click the calendar icon to select a date.
Eff. From Month	Enter a month.
Eff. From Day	Enter a date.
Eff. To Month	Enter a month.
Eff. To Day	Enter a date.
Alt. Multiplier	Type the alternate multiplier.
Alt. Multiplier URL	Type the alternate multiplier's URL.
Reg Flow	Type the regulated flow.
Published	Select the check box to publish the limit.
Active	Select the check box to activate the limit.

4. For existing records, the Available Client Location Limits area displays at the bottom of the screen. In this area select a Param/RAG name and click Add Sel., or click Add All. The system will refresh the Available Client Location Limits area and add the selected Param/RAG name to the Selected Limits area:

5. To view limit values for the Selected Limits area, click the View Limit Values button. The system will display the View Web page dialog:

6. When you are finished, click Save and then Done.

Equipment tab

1. Select the Equipment tab to open the Client Location Equipment List:

2. From the Client Location Equipment List, select an equipment description or click New. The system will display the Equipment Details screen:

3. Complete the fields of the Equipment Details area. Fields in bold are required. The various fields are explained below:

Field	Description
Equipment Description	Enter an appropriate description for the equipment.
Quantity	Enter the quantity.
Comment	Type a comment containing additional details.

4. When you are finished, click Save and then Done.

Accounts tab

1. Select the Accounts tab to open the Client Location Accounts List:

2. From the Client Location Accounts List, select an account number or click New. The system will display the Accounts Details screen:

3. Complete the fields of the Accounts Details area. Fields in bold are required. The various fields are explained below:

Field	Description
Account Number	Type the account number.
Account Type	Select the account type from the drop-down list.

4. When you are finished, click Save and then Done.

Operations tab

1. Select the Operations tab to open the Operations List:

2. From the Operations List, select a shift number or click New. The system will display the Operation Details screen:

3. Complete the fields of the Operation Details area. Fields in bold are required. The various fields are explained below:

Field	Description
Shift Number	Type a shift number.
No. Work Days (per Week)	Type a number of work days.
Num. of Employees	Type a number of employees.
Shut Down Date	Click the calendar icon to select a date.
Operation Type	Select an operation type from the drop-down list.
Batch Process	Select the check box to batch process.
Effective Start Date	Click the calendar icon to select a date.
Effective End Date	Click the calendar icon to select a date.
Published	Select the check box to publish the operation.
Active	Select the check box to activate the operation.
Shift Start Time	Type a time in hours and minutes.
Shift End Time	Type a time in hours and minutes.

4. When you are finished, click Save and then Done.

SIC/CSO tab

1. Select the SIC/CSO tab to open the SIC Codes and Client Location CSO areas:

2. In the SIC Codes area, select SIC codes to assign or unassign. The various buttons are explained below:

Button	Description
Add	Adds the selected SIC code(s) to the assigned list.
All	Adds all SIC codes to the assigned list.
Remove	Removes the selected SIC code(s) from the assigned list.
Clear	Removes all SIC codes from the assigned list.

3. In the Client Location CSO area, select CSO names to assign or unassign. The various buttons are explained below:

Button	Description
Add	Adds the selected CSO name(s) to the assigned list.
All	Adds all CSO names to the assigned list.
Remove	Removes the selected CSO name(s) from the assigned list.
Clear	Removes all CSO names from the assigned list.

4. When you are finished, click Save and then Done.

Other tab

Client location information that is not categorized under the previous tabs is available for editing in the Other tab.

Click the Other tab. The system will display a menu on the left side of the screen, opening up seven more options:

Client location communications

1. Click the Client Locations Communications link. The system will display the Communications List:

2. Select a communication type or click New. The system will display the Communication Details screen:

3. Complete the fields of the Communication Details area. Fields in bold are required. The various fields are explained below:

Field	Description
Comm. Type	Select a type from the drop-down list.
Contact	Click the link to select a Contact from the client locations contacts List.
Action Date	Click the calendar icon to select a date.
Comment	Type a comment.

4. Complete the fields of the Communications Custom Fields area. Fields in bold are required. The various fields are explained below:

Field	Description
Confirmation Number	Type the confirmation number.

5. When you are finished, click Save and then Done.

Flow data tracking

1. Click the Flow Data Tracking link. The system will display the Flow Data List:

2. Select a start date or click New. The system will display the Flow Data Details screen:

3. Complete the fields of the Flow Data Details area. Fields in bold are required. The various fields are explained below:

Field	Description
Flow Type	Select the flow type from the drop-down list.
Flow Amount (mcf)	Type the amount.
Start Date	Click the calendar icon to select a date. Type a time in hours and minutes.
End Date	Click the calendar icon to select a date. Type a time in hours and minutes.

4. When you are finished, click Save and then Done.

Waste tracking manifest

1. Click the Waste Tracking Manifest link. The system will display the Waste Tracking Manifest List:

2. Select a manifest number or click New. The system will display the Manifest Detail screen:

3. Complete the fields of the top area of the screen. The various fields are explained below:

Field	Description
POTW Description	Select a description from the drop-down list.
Haul Date	Click the calendar icon to select a date.
Truck Identifier	Type an identifier.
Quantity	Type a quantity.
Unit Name	Select a name from the drop-down list.

4. In the area at the bottom of the screen (for existing records), select a waste code or click New:

5. Complete the fields in the ManifestDetail area. Fields in bold are required. The various fields are explained below:

Field	Description
Waste Code	Click the link to select a hazardous waste code from the hazardous waste code list.
Quantity	Type a quantity.
Unit Name	Select from the drop-down list.
Generator Name	Type a generator name.
Pickup Date	Click the calendar icon to select a date. Type a time in hours and minutes.

6. When you are finished, click Save and then Done.

Hazardous chemical storage

1. Click the Hazardous Chemical Storage link. The system displays the Haz Chemicals List:

2. Select a chemical name or click New. The system will display the Hazardous Chemicals screen:

3. Complete the fields of the Hazardous Chemicals screen. Fields in bold are required. The various fields are explained below:

Field	Description
Chemical Name	Click the link to select a Chemical Name from the Chemical Storage List.
Container	Type the container.
Volume	Type the volume.
Unit Name	Select a Unit Name from the drop-down list.
Storage Location	Type the storage location.
Description	Type a description.

4. When you are finished, click Save and then Done.

Client location doc tracking

1. Click the Client Location Doc Tracking link. The system will display the Document Tracking screen:

2. Click a document icon to select a file. The system will display the Document screen:

3. Complete the fields of the Document screen. Fields in bold are required. The various fields are explained below:

Field	Description
File	Click to select a file through the Send File to Server Web page dialog.
Published	Select the check box to publish the document.
Active	Select the check box to activate the document.

4. When you are finished, click Save and then Done.

Client location pictures & documents

1. Click the Client Location Pictures & Documents link. The system will display the Pictures & Document Files screen:

2. Click a file link to see the file, or click Remove to delete the file, if desired.

3. To add or edit information, click Edit in the row for the desired item, or click New. The system eill display the Add/Edit Pictures & Document Files Web page dialog:

4. Complete the fields of the Add/Edit Pictures & Document Files Web page dialog. The various fields are explained below:

Field	Description
File	Click to select a file through the Send File to Server Web page dialog.
Registered Document	Click to select a document from the documents list.
Comments	Enter any relevant comments.

5. When you are finished, click Save and then Done.

Permits

1. Click the Permits link. The system will display the Permits List:

2. Select a permit number or click New. The system will display the Permit Number screen:

3. Complete the fields. Fields in bold are required. The various fields are explained below:

Field	Description
Permit Number	Type the permit number.
File	Click to select a file through the Send File to Server Web page dialog.
Issued Date	Click the calendar icon to select a date.
Expiration Date	Click the calendar icon to select a date.
Effective Date	Click the calendar icon to select a date.
Archived Date	Click the calendar icon to select a date.
Published	Select the check box to publish the permit.
Active	Select the check box to activate the permit.

4. Click the Reports button to view Access Reports. The system displays the Report Parameter Dialog Web page dialog:

5. Select the desired extension option. Click View Report to view reports. The system will display data in the Report Parameter Management area: