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

It is recommended to Create a couple Personal Dashboards for CCR and CCR Certificates. Alternatively, you can add Saved Searches to existing Personal Dashboards. This will allow easier tracking and assignments of CCRs among the CCR Analyst Workgroup.

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

Setting Up Your Consumer Confidence Reports and CCR Certificate Dashboards

Navigate to your Personal Dashboard.

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

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.
After titling your new Dashboard, click Save.
A new Personal Dashboard tab will appear to the right of existing tabs at the top of your Dashboard screen.
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.
If you want to add a Saved Search to an existing Dashboard, click Edit Dashboard.

Searching and Saving Searches for CCR and CCR Certificate Activities

There are a number of established searches shared with the CCR workgroup. Anyone in the workgroup can add an established search to their dashboard during the Create or Edit Dashboard process outlined above.

The following activities searches are outlining the search criteria for these 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.

CCR Activities Searches

More Info/Waiting on External User
1. Activity Type is Community Water Supply - Consumer Confidence Reports
2. Activity Status is More Information Needed and Waiting on Applicant.

CCRs with Deficiencies - Theses will be reviewed to determine if there is a violation
1. Activity Type is Community Water Supply - Consumer Confidence Reports
2. Activity Status is Deficient

CCRs assigned to Current User
1. Activity Type is Community Water Supply - Consumer Confidence Reports
2. Assigned to Current User is

Final CCRs - Assigned to workgroup - but not currently assigned to an individual.
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
  1. Please note the operator is “IS NOT” on this selection.

CCRs in EGLE review - Requesting Preliminary Review
1. Activity Type is Community Water Supply - Consumer Confidence Reports
2. Activity Status is EGLE Review.
3. Activity Resolution Is Community Water Supply - Preliminary Review Requested

Submitted Preliminary CCRs
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

Final CCRs In EGLE Review
1. Activity Type is Community Water Supply - Consumer Confidence Reports
2. Activity Status is EGLE Review
3. Activity Resolution Is Community Water Supply - Preliminary Review Requested

CCR Certificate of Distribution - Activities Searches

2024 Satisfactory CCRs
1. Activity Type is Community Water Supply - Consumer Confidence Reports
2. Activity Status is Accepted.
3. Activity Resolution Is Not Community Water Supply - Deficiency Found
4. Submitted Date is After 01/01/2025
  1. Please note, each year this date will need to be updated.

Satisfactory CCRS - Accepted/Completed
1. Activity Type is Community Water Supply - Consumer Confidence Reports
2. Activity Status is Accepted.
3. Activity Resolution Is Community Water Supply - Completed
  1. There are two resolutions for Community Water Supply - Completed.

Accepted CCRs With Deficiency Found
1. Activity Type is Community Water Supply - Consumer Confidence Reports
2. Activity Status is Accepted.
3. Activity Resolution Is Community Water Supply - Deficiency Found

CCR Cert Activities for EGLE Review
1. Activity Type is Community Water Supply - Consumer Confidence Report Certificate of Distribution
2. Activity Status is EGLE Review

CCR Cert Activity - Cert Needed
1. Activity Type is Community Water Supply - Consumer Confidence Report Certificate of Distribution
2. Activity Resolution is Community Water Supply - Certificate Required

Saving an Activities Search

After selecting your search criteria, click Search.
Review the search results to make sure the list includes the expected results.
Click Refine Search if you need to make a change, else, click Save Search.
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.

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