Accessing the IU Overview Page
The IU Overview Page provides a centralized view of each Industrial User’s core information.
Access it by clicking any row in the IU Directory. From here, you can review program-critical details, manage user status, and navigate to additional records such as sample reports.
The page includes two tabs:
Overview – Displays IU summary, contacts, and outfalls
Sample Reports – Covered in this article
What’s on the Overview Tab
The Overview tab contains three key sections:
1. IU Summary
This top section displays:
IU name and status
Contact and operational details from the IU create/edit form
Active permit information (if applicable)
Click Edit in the top-right to make changes. IU status appears directly to the right of the IU name and is always visible.
2. Contacts
Displays any contacts associated with the IU. These can be added or edited through the IU edit form.
3. Outfalls
Shows the sampling points (outfalls) configured for this IU. These are managed through the permit and sampling configuration workflows.
Understanding IU Statuses
IU status is a critical field used to indicate whether an industrial user is actively discharging and regulated, no longer operational, or removed from the system entirely.
Active
Indicates the IU is operational and may be discharging.
The IU can be edited or marked inactive (if no permits are active).
Cannot be deleted.
Inactive
Indicates the IU is no longer operational.
All legal controls (permits, sample schedules) must be terminated before an IU can be marked inactive.
When inactivated:
Sample configurations are terminated
Scheduled sample reports are deleted
Related elements (outfalls, contacts, limits) are also marked inactive
These elements remain inactive even if the IU is reactivated. You must manually re-enable them if needed.
Inactive IUs can be edited, reactivated, or deleted.
Deleted
Only inactive IUs can be deleted.
Once deleted, an IU cannot be restored by the user.
Built-In Safeguards
The system prevents status changes that could compromise your compliance records:
You cannot mark an IU as inactive if they have an active permit. A tooltip explains this requirement and prompts you to terminate permits first.
Inactivating an IU triggers a confirmation step, ensuring users don’t accidentally disrupt compliance workflows.
Attempting to toggle status on a regulated IU will show a message explaining the required steps.
These safeguards help protect program data and maintain workflow integrity.
Try It Out
As part of system testing or onboarding, we recommend trying the following:
Change an IU without active permits from Active to Inactive.
Delete an IU once it’s been marked Inactive.
Locate an IU with an active permit and confirm that the status toggle is disabled, with an explanation message.
Watch the Video
For a walkthrough of how to view, edit, and change IU statuses — including system safeguards and status behavior — check out our IU Overview & Statuses video. It demonstrates how to manage these changes and highlights important confirmation steps that protect your data.