Accessing the IU Inventory
SwiftComply Pretreatment provides a centralized, searchable directory for managing Industrial Users (IUs). This is your program’s single source of truth for IU information, allowing you to quickly view, edit, and track key details about regulated industries.
When you log into the system, the IU Inventory is your landing screen. This offers instant visibility into the businesses under your oversight.
What You Can Do
Create a New Industrial User
To add a new IU:
From the IU Inventory page, click the + New Industry button.
Fill in the required information, including name, contacts, and other summary details.
Set the Active/Inactive status:
New IUs default to Active
You may only mark an IU as Inactive if they have no active permits, to ensure compliance workflows remain valid.
Built-In Safeguard: Inactivation is only allowed when it won’t conflict with existing compliance actions.
Edit an Existing IU
To update an IU’s information:
Locate the IU using the search bar or filters.
Click into the IU record and select Edit.
Make changes as needed. Eg. updating contact details, changing the IU status, or adding notes.
Save your updates.
All changes are automatically tracked, helping ensure an accurate and up-to-date compliance record.
Search and Export the IU Directory
Use the search bar to quickly locate any IU by name or keyword. You can also apply filters to narrow your list by status or other attributes.
To export your IU list:
Apply any desired filters.
Click the Export button (CSV format).
Your downloaded file will reflect your current view.
Additional Features and Tips
Customizable Table View: Sort by any column, rearrange the order of columns, and control which fields are visible to tailor your view to your workflow.
Smart Exporting: When you apply filters or search criteria, the export tool preserves those settings.
Quick Access to IU Records: Clicking on any IU row in the inventory takes you to that IU’s overview page, where you can manage permits, sampling, and more.
Flexible Data Entry: When creating or editing an IU, you can enter as much or as little information as you have and specify a separate mailing address if needed.
Watch the Video
For a full walkthrough of managing your IU Inventory, including customization tips and creating/editing users, we recommend watching the IU Inventory overview video. It covers how to personalize the table view, use advanced search and export features, and streamline data entry.