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The following process outlines the steps to take to bulk upload final Monitoring Schedules in Eddy after copies have been sent via mail to the water supply. Additional bulk uploading content can be found on the How do I bulk upload documents? page.
The Monitoring Schedule file should be a single document (merge of letter and all enclosures) for each water supply. Learn more about merging, splitting, and extracting PDFs documents on the Managing PDFs KBA.
Uniquely naming the files outside will save the time of renaming the files within the system. File Name: “{YEAR} - Monitoring Schedule - {WSSN/PWSID}”, Example: “2024 - Monitoring Schedule - 03134”
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Revised, reminder, and new monitoring schedules should be uploaded to new activities.
You can include “reminder” or “revised” in the activity/file name to provide more context to the activity/file.
Schedules can be bulk created via the process outlined above or individually created from the Create button on entity’s Activities tab.
Activities with revised or reminder schedules can be linked to the original activity via the links Links drawer.
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Only one Monitoring Schedule monitoring schedule activity should be “Active” at a given time for a water supply. |
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