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Saved Searches and Personal Dashboards to Support the CCR and CCR Certificate Processes

Saved Searches and Personal Dashboards to Support the CCR and CCR Certificate Processes

To allow for easier tracking of CCR activities, tasks, and things assigned to the CCR Workgroup, create or add CCR and CCR Cert related Saved Searches to your Personal Dashboard(s). There are a number of pre-established searches available.

For general guidance on managing your Dashboards and Saving Searches, visit How do I manage my dashboard and add a saved search?

CCR and CCR Cert Searches

The initial activity status of CCR is Draft/Preview (prior to becoming externally visible) and updates to Report Due on 1/1. The CCR Certs are created on 1/1 and also have a Report Due activity status. Upon submission, the status changes to Submitted and moves to EGLE review when staff begin review. The CCR can move to Accepted, Processing, More Information Needed, and Waiting on Applicant.

The following Activities and Tasks searches outline the search criteria for some established searches. Click the Activities search option from the left navigation menu under Main to get started with searching for activities and saving new searches.

MiEHDWIS left-hand menu
Activities and Tasks Searches Can Be Performed for CCRs

CCR Searches

Submitted CCRs (Final submissions, excludes preliminary review activities)- Activities Search

  1. Activity Type Is Community Water Supply - Consumer Confidence Reports

  2. Activity Status Is Submitted

  3. Activity Resolution Is Not Community Water Supply - Preliminary Review Requested

Activity
Activities Search Criteria for CCR Activity Type with a Submitted Status and No Preliminary Review Requested Activity Resolution

Submitted CCRs with Preliminary Review Requested - Activities Search

  1. Activity Type is Community Water Supply - Consumer Confidence Reports

  2. Activity Status is Submitted

  3. Activity Resolution Is Community Water Supply - Preliminary Review Requested

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Activities Search Criteria for CCR Activity Type with a Submitted Status and Preliminary Review Requested Activity Resolution

EGLE Review CCR - Activities Search

  1. Activity Type is Community Water Supply - Consumer Confidence Reports

  2. Activity Status is EGLE Review

  3. Activity Name Contains 2025 (optional if you want to focus on a specific report year)

Optional: include a search field for activity resolution if you wish to focus on preliminary review request vs. final submissions.

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Activities Search Criteria for CCR Activity Type with an EGLE Review Status and 2025 in the Activity Name Search Field

More Information Needed/Waiting on Applicant - Activities Search

  1. Activity Type is Community Water Supply - Consumer Confidence Reports

  2. Activity Status is More Information Needed and Waiting on Applicant.

Optional: include Activity Name Contains 2025 to focus results to the current year.

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Activities Search Criteria for CCR Activity Type with an More Information Needed and Waiting on Applicant Statuses and 2025 in the Activity Name Search Field

CCRs with Processing Status - Activities Search

These will be reviewed to determine if there is a violation or corrects needed.

  1. Activity Type Is Community Water Supply - Consumer Confidence Reports

  2. Activity Status Is Processing
    Optional: include Activity Name Contains 2025 to focus results to the current year.

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Activities Search Criteria for CCR Activity Type with Processing Status and 2025 in the Activity Name Search Field

Review Revised CCR - Tasks Search

Task added to activities when submissions use the information provided transition, Certifier response in system or email. Helps CCR staff know the item has been previously reviewed and external users have submitted something more for review.

  1. Activity Type Is Consumer Confidence Report (CCR)

  2. Title Contains Review Revised CCR

Review Revised CCR Task Search Criteria

Rereview CCR - Tasks Search

Task added to activities when submissions transition from Processing back to EGLE Review. Help tell CCR staff the item needs rereviewed.

  1. Activity Type Is Consumer Confidence Report (CCR)

  2. Title Contains Rereview CCR

  3. Created On Is After 01/01/2026 (update year as needed)

Rereview CCR Task Search Criteria

CCRs assigned to Current User - Activities Search

  1. Activity Type is Community Water Supply - Consumer Confidence Reports

  2. Assigned to Current User is

needs title and ALT text

CCR Certificate of Distribution Searches

All the related searches for CCR Certificate of Distribution are Activities Searches.

Submitted CCR Cert

  1. Activity Type is Community Water Supply - Consumer Confidence Report Certificate of Distribution

  2. Activity Status is Submitted

  3. Activity Name Contains 2025 (update year as needed)

CCR Cert Activities with Submitted Status and Title with 2025

EGLE Review CCR Cert

  • Activity Type is Community Water Supply - Consumer Confidence Report Certificate of Distribution

  • Activity Status is EGLE Review

  • Activity Name Contains 2025 (update year as needed)

    CCR Cert Activities with EGLE Review Status and Title with 2025

Report Due/Certificate Required - bucket includes all submission assigned/waiting on external user

  • Activity Type is Community Water Supply - Consumer Confidence Report Certificate of Distribution

  • Activity Resolution is Community Water Supply - Certificate Required

  • Activity Name Contains 2025 (update year as needed)

    CCR Cert Activities with Report Due Status and Title with 2025

Saving an Activities Search

  1. After selecting your search criteria, click Search.

  2. Review the search results to make sure the list includes the expected results.

  3. Click Refine Search if you need to make a change, else, click Save Search.

  4. A Create Saved Search popup will appear.

    1. Enter a title for the search in the Saved Search Name field.

    2. Select a Workgroup(s) to share the search with.

    3. Add a descriptive Saved Search Description that describes the criteria used for the search.

    4. Click Save.

After successfully saving a search, remember to add the search to one of your dashboards.

MiEHDWIS Saved Search screen

Setting Up Personal CCR and CCR Cert Dashboards

  1. Navigate to your Personal Dashboard.

MiEHDWIS Personal Dashboard Tab
Personal Dashboard

  1. Select the gear icon, , in the upper right-hand corner to access the Dashboard Settings menu.

  2. Choose Create New Dashboard.

Gear Icon Options, Create New Dashboard Dashboard

  1. A Create Dashboard side panel will pop out from the right of the screen

    1. You must enter a Title in the Dashboard Name field.

    2. You can also add existing Saved Searches as a Count Area or List Area at this time, but it is not required.

  2. After titling your new Dashboard, click Save.

  3. A new Personal Dashboard tab will appear to the right of existing tabs at the top of your Dashboard screen.

  4. Organize your Dashboard(s) to your liking. One dashboard for CCR, one for CCR Certs, a single Dashboard with all applicable searches; it’s up to you.

  5. If you want to add a Saved Search to an existing Dashboard, click Edit Dashboard.

MiEHDWIS Gear Icon is used to edit the dashboard
Gear Icon Options, Edit Dashboard

Still need help? Submit a ticket to the Internal MiEHDWIS Help Desk and someone from our team will get back with you.