Who this article is for: Authority users responsible for managing Sample Report Configurations.
Overview
Sample Report Configurations (SRCs) define what an Industrial User must sample, how often, and what parameters to test. SRCs are created at the outfall level and determine the structure, schedule, and content of the sample reports that get generated. The key distinction between the two types is who is responsible for performing the sampling.
ASRC vs. SMRC Comparison
The Assigned To field during SRC creation determines whether the configuration is an ASRC or SMRC.
Feature | ASRC (Authority Sample Report Config) | SMRC (Self-Monitoring Report Config) |
Assigned To | Authority | Industry |
Who performs sampling | Authority staff performs sampling and enters results | The Industrial User performs sampling and submits results |
Typical use case | Compliance verification sampling by the authority | Self-monitoring requirements under a permit or sewer use ordinance |
Enforceability options | Not applicable — ASRCs do not require an enforceability selection | Must select General Control or Specific Control |
💡 The Enforceability selection (General Control vs. Specific Control) only appears when the configuration is assigned to Industry. Authority-assigned configs skip this step.
Enforceability (SMRCs Only)
Each SMRC must be tied to either a General Control or a Specific Control. This determines the activation behavior.
Enforceability Type | Description | Effect on SMRC Status |
General Control | Typically a sewer use ordinance or similar broadly applicable regulation | SMRC moves directly to Active status when the wizard is completed |
Specific Control | Typically a discharge permit tied to a specific IU | SMRC enters Available status and becomes Active when included in a signed permit |
SMRCs tied to a Specific Control are linked to the permit lifecycle — they activate when the permit is signed, and are terminated if the permit is terminated. For more detail, see How Permits and Sample Report Configurations Work Together.
What an SRC Contains
Each Sample Report Configuration is built from two layers:
Report-level settings (Step 1 of the wizard):
Configuration details — Name, Assigned To (Industry or Authority), Lab Report and Chain of Custody requirements, Enforceability (SMRCs only).
Report Period — The duration of the reporting window during which sampling can occur, measured backward from the due date (e.g., 1 month, 3 months).
Administrative Period — Additional days after the report period ends for compiling and submitting results.
Report Schedule — When reports are generated: one-time or recurring with frequency, interval, start date, and end condition. For an SMRC tied to a Specific Control, the report schedule is set when the Specific Control (permit) is created.
Requirement schedules and specifications (Step 2 of the wizard):
Within each SRC, you create one or more requirement schedules that define collection cadences within the report period. Each requirement schedule can run once during the report period or repeat on a set frequency (daily, weekly, or monthly). There is no limit to the number of requirement schedules in a single SRC.
Each requirement schedule contains one or more specifications of three types:
Sampling Specifications — What analytes to test, sample types, collection methods, container requirements, preservatives, and lab methods.
Flow Specifications — Flow measurement types (volume totals or volume rates) and units.
Calculated Results — Formulas for computed values like daily maximums, monthly averages, or weekly totals. Calculated results apply to sampling data only — calculations for flow data are not supported.
This structure lets you build complex reporting requirements within a single SRC — for example, a quarterly report that requires weekly grab samples for metals, monthly composites for BOD/TSS with flow data, and a one-time pH grab.
The 3-Step Creation Wizard
SRCs are created using a guided wizard with three steps:
Report Details — Set the configuration name, assignment (Industry or Authority), report period, administrative period, attachment requirements (Lab Report, Chain of Custody), enforceability (SMRCs only), and report schedule.
Report Requirements — Create requirement schedules and add specifications: sampling specs, flow specs, and calculated results. Each requirement has its own collection frequency within the report period.
Review — Verify all settings before clicking Finish Report.
For a detailed walkthrough of each step, see Creating and Configuring a Sample Report Config.
SRC Statuses
Every SRC progresses through a defined set of statuses throughout its lifecycle.
Status | Description |
Draft | Configuration is being built in the wizard. Can be edited or deleted. |
Available | SMRC tied to a Specific Control that has not yet been included in a signed permit. Can be edited or deleted. |
Active | Configuration is in effect and sample reports are being generated on schedule. |
Upcoming | SMRC whose General Control or permit has an effective date in the future. |
Terminated | Configuration has been ended. Can be archived. |
Expired | For an ASRC, all scheduled report due dates have passed. For an SMRC tied to a permit, the permit has expired. |
Archived | Not a separate status: an archived configuration keeps its status (Terminated, Expired, or Available) and shows an archive icon. Can be unarchived. |
Actions by Status
The following table shows which actions are available at each SRC status.
Status | Available Actions | Notes |
Draft | Edit, Delete | Clicking Finish Report in the wizard activates (or makes available) the configuration. |
Available | Edit, Delete, Archive | SMRC with Specific Control. Becomes Active when included in a signed permit. |
Active | Terminate | Configuration is generating reports. Cannot be edited. Terminate is not available for an SMRC tied to a Specific Control (permit). |
Upcoming | Terminate | Future effective date. Cannot be edited. |
Terminated | Archive | Configuration has been ended. Historical reports preserved. |
Expired | Archive | All scheduled report dates have passed, or the permit has expired. |
Archived | Unarchive | The status (Terminated, Expired, or Available) does not change; the archive icon is removed. |
Activation Behavior
When you complete the 3-step creation wizard and click Finish Report, the configuration is activated:
ASRCs and SMRCs with General Control enforceability move directly to Active status and begin generating sample reports.
SMRCs with Specific Control enforceability move to Available status and activate automatically when the associated permit is signed.
Terminating a Sample Report Configuration
Termination is available for Upcoming configurations and for Active configurations that are not tied to a Specific Control (permit). An Active SMRC tied to a permit has no Terminate button; it is terminated when the permit is terminated. Follow these steps:
Open the SRC detail page by navigating to Industrial Users > select an IU > select an Outfall > click the SRC.
Click Terminate.
In the termination modal, select a Termination Date using the date picker.
Type the exact Sample Report Configuration name to confirm.
Click Terminate to complete the action.
⚠️ Termination deletes any scheduled sample reports with due dates after the termination date. Submitted and historical reports are preserved. This action cannot be undone.
Archiving and Unarchiving
Archiving is available for Terminated, Expired, and Available configurations.
Open the SRC detail page.
Click Archive.
Confirm the action.
Archived configurations are hidden from the default view but the record is preserved.
Unarchiving returns an archived configuration to the default view. Its status (Terminated, Expired, or Available) is unchanged. Open the archived SRC and click Unarchive.
Deleting a Sample Report Configuration
Deletion is only available for Draft and Available status configurations.
Open the SRC detail page.
Click Delete.
Confirm the deletion.
⚠️ Deleting a configuration permanently removes it. This action cannot be undone.
Where SRCs Live
SRCs are created and managed at the outfall level:
Navigate to Industrial Users and select an IU.
Select an Outfall from the IU detail page.
View the Sample Report Configs section on the outfall detail page.
Each outfall can have multiple SRCs with different analytes, schedules, or sampling requirements.
FAQ
Q: Can I edit an active configuration?
A: No. Only Draft and Available configurations can be edited.
Q: What is the difference between General Control and Specific Control enforceability?
A: A General Control is typically a sewer use ordinance that applies broadly. A Specific Control is typically a discharge permit tied to a specific Industrial User. SMRCs with Specific Control enforceability enter Available status after the wizard is completed and become Active when included in a signed permit.
Q: What happens when the IU or outfall is inactivated?
A: Active and Draft ASRCs on the outfall are automatically terminated, and their scheduled sample reports are deleted. Submitted historical reports are preserved and remain accessible.
Q: Can I have multiple active SRCs on one outfall?
A: Yes. An outfall can have multiple active configurations for different analytes or sampling requirements.
Q: Can I reactivate a terminated configuration?
A: No. Once terminated, a Sample Report Configuration cannot be reactivated. You will need to create a new configuration if the same sampling requirements are needed again.
Q: What happens to sample reports when I terminate a configuration?
A: Scheduled future sample reports (those with due dates after the termination date) are deleted. Any submitted or historical reports are preserved and remain accessible for compliance records.
Q: What is the difference between archiving and deleting?
A: Archiving hides the configuration from default views but preserves the record for historical reference. Deleting permanently removes it. Only Draft and Available configurations can be deleted; Terminated and Expired configurations can only be archived.