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8. Back on the Global File Upload screen, finish filling out the required fields by entering the Entity information for each file.

9. Click Next.
   

   

10. You’ll be prompted to review the files you uploaded; you can click the Back button to make revisions if needed.

11. The Activity Type, Monitoring Schedule, should be prefilled.

12. Click Upload.
    

    

13. A new screen will appear, displaying all the documents you just uploaded.

    1. Keep note of the Bulk Upload ID at the top of the table, in case you want to do a document search for the list.

       

14. The workflow is configured to transition the ‘Draft’ Monitoring Schedule Activities to ‘Active’ overnight. However, you can still manually transition activities if you choose too. Upon transitioning the activity to Active, a notification will be sent to the water supply.

15. The Monitoring Schedule Activities are externally visible. External Users can locate and download copies any Monitoring Schedule files that are marked externally visible.

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Revised, reminder, and new monitoring schedules (process

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for one-off edits, halfway through the year

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reminder, and the next years)

1. New monitoring schedule and revised Revised, reminder, and new monitoring schedules should be uploaded to new activities. New and revised schedules

   1. You can include “reminder” or “revised” in the activity/file name to provide more context to the activity/file.

2. Schedules can be bulk created via the process outlined above or individually created from the Create button on entity’s Activities tab.

   1. Activities with revised or reminder schedules can be linked to the original activity via the links drawer.

3. If there are a large number of Monitoring Schedule activities that need status updates, for example 'Active’ to ‘Closed’, the activities can be bulk transitioned. Alternatively, manual transition of activities can be done as well.

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