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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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Back on the Global File Upload screen, finish filling out the required fields by entering the Entity information for each file.
Click Next.
You’ll be prompted to review the files you uploaded; you can click the Back button to make revisions if needed.
The Pick the Activity Type, Monitoring Schedule, should be prefilled.
Click Upload.
A new screen will appear, displaying all the documents you just uploaded.
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.
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.
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 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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