Facility Screen

The Facility Screen serves as the primary interface for managing property or parcel information, including notes, contacts, and surveys related to a specific facility. One facility can have many Hazards and Hazard Devices but can only be tied to one physical address and/or water account.

Access the Facility Screen

Via the Control Panel

1. From the Control Panel, select the piece of work from the facility you wish to manage.

   

   Note: The Control Panel does not display facility information. If a facility appears multiple times on this list, it indicates that the facility has more than one active piece of work. The Facility Screen can be accessed by opening any piece of work for the facility.

2. Select the “Open” button from the top left of the Control Panel

   

Via Facility Listing Screen

1. Select Cross Con from the left navigation menu.

   

2. Once you are on the Facility Listing Screen, select the facility you wish to open. The Facility Listing Screen is a list of every facility regardless of Facility State.

   

3. Select the “Open” button from the top left of the Grid.

   

4. Once the Facility Screen has been opened, it should appear like so:

   

Facility Screen Contents

To save facility data, the required fields on the Facility Screen must be completed. The system prevents saving until all mandatory fields are filled, and highlights any incomplete required fields in red.

Clients have the option to add as many facilities as they would like from the Facility Listing screen. Once a facility is added, if surveyable is set to “Yes”, a piece of survey work will be created and added to the Control Panel. 

Required Fields

• Name: The name of the facility, business, or parcel.
• Physical Address, City, State/Province, Zip: Physical address of the facility.
• Facility State: Can be Active, Inactive, or Proposed. Making a facility Inactive will delete all work in the Control Panel associated with the facility. Inactive facilities are still viewable from the Facility Listing Screen.
• Type: Can be Municipal, Residential, Industrial, Commercial, or Institutional.
• Mailing Address, City, Zip, State/Province: Mailing address of the facility. The Physical Address can be copied into the Mailing Address fields via the ‘Copy Physical Address’ button.
• Invoice Exempt: Determines whether invoices are generated when work is completed; can be ‘Yes’ or ‘No’, defaults to ‘No’.
• Survey Cycle: Determines how often the facility is surveyed; can be any number of years 1-10, defaults to what is configured for your state or client settings.
• Surveyable: Determines whether the facility can have survey work; can be ‘Yes’ or ‘No’, defaults to ‘Yes’. If this value is set to ‘No’ any existing survey work will be removed from the Control Panel.
• Next Survey Date: Required if a Facility State is ‘Active’. This date can be changed manually at any time but will automatically be updated based on the survey frequency when a survey is completed.
• Appointment Required: Determines whether an appointment is needed to conduct work at this facility; can be ‘Yes’ or ‘No’ but defaults to ‘No’

Optional Fields:

• Bldg/Unit: Building or unit number for the facility
• Facility Group: Used to group facilities together, despite having a different physical or mailing address.
• Facility Owner: Owner of the facility
• Zone:  Used to organize facilities into sections.
• Route: Used to organize facilities into sections; the route is displayed on invoices.
• Facility Identifiers: Each facility should have at least one of these identifying fields filled out.
  • Water Acct: Facility water account number
  • Meter No:  Facility meter number
  • Facility No: Facility Number
• Facility Use: Describes the type of business the facility may be (Example: Day Care, Spa, School, etc).
• Hazard Level: Can be High or Low; used in determining survey frequency.
• Service Line Material: Can be, Brass, Copper, Galvanized, Lead, Other, or Plastic; used to collect service line information while conducting a survey or test.
• Special Instructions: specify standing instructions for the facility; can only be one special instruction per facility.

Categories of Concern:

Categories of Concern is a required section for Connecticut clients only. A CoC option is required to be selected and is used for the ASR report. Changing the CoC option on the survey form will change the CoC on the Facility Screen

CoC Options: 

1. Any water supply source other than that of the public water system is known to exist
2. Toxic or objectionable chemical or biological substances are used in the water solution on public, commercial, or industrial premises
3. Water pressure is raised by pumping on other than residential premises above that furnished by the supplier
4. There is a water storage tank, public swimming pool or water filter, for other than residential use
5. There is known to be a sprinkler system for either fire protection or irrigation
6. There are no categories of concern

This information can be updated at any time via the Facility Screen. While all fields remain editable after a facility is created, certain fields modify underlying data when changed so updates should be made with caution.

Facility Contacts

Below the facility information is the Facility Contacts section which lets you add, update, or delete contacts for the facility. Facility contacts are not required but can be used to denote who to contact for specific activities. The notification options allow for the ability to specify which contacts will receive different types of communication.

Add/Edit Facility Contact dialogue box

Primary contact

Each facility may have only one designated primary contact. If multiple users are selected, the software requires you to choose a single primary contact. The name and contact information for the primary contact is displayed on (invoices/notices) and survey reports.

Email Notifications

There are optional notifications options for each contact added. Notifications can be enabled for that contact by selecting the checkbox in the Add/Edit Facility Contact dialogue box.

Contacts notification preferences can be viewed in the Facility Contact Grid by clicking on the right side of any column, selecting the ‘columns’ option, and then selecting ‘Email Notification Choices’.

Email notifications for tests and surveys are automatically enabled. However, notifications for invoices and notices are not activated by default; these can be enabled upon request by contacting [e-mail].

• Test Reports: Contact will receive an email with relevant test information if a test was conducted and ‘Email Test Report’ button on the Hazard Screen was clicked
• Survey Reports: Contact will receive an email with relevant survey information is a survey was conducted and the ‘Email Survey Report’ button on the Facility Screen was clicked
• Notices: Contact will receive an email with relevant notice information when a notice is processed
• Invoices: Contact will receive an email with relevant invoice information when an invoice is processed

Facility Notes

Below the Facility Contacts section there is an area designated for facility notes, allowing users to add information pertaining to the facility. The user logged into the software, and the current date is recorded when a note is saved. The notes are ordered with the newest entries at the top. Notes can be viewed via the notes report on the Dashboard.

Survey Grid

At the bottom of the Facility Screen is the Survey Grid, where users can view, print, delete, and email survey reports for a facility. All surveys performed are listed with their details, including draft surveys. By default, they are ordered with the newest at the top of the grid.

Survey Report Options:

• View Survey Report: opens a survey report that displays information about the facility and the data collected during the survey
• Print Survey: Opens the survey report in a new tab
• Delete Survey: Deletes the selected survey; This action cannot be undone and is restricted based on user role.
• Email Survey Report: Sends an email to any facility contact with the “Survey Reports” email notification enabled and an email address listed.

Example survey report