Access: City Regulator - Admin Only
Overview: An overview of the default organizational settings for your system, covering basic configurations, establishment business profile settings, and equipment types.
Topics:
Navigating to The Settings Panel
If you're an admin user, at the upper right hand corner of your page, you'll see a white Gear Icon. This icon will take you into the "back end" of SwiftComply FOG which allows you to review and edit current settings and templates within your program.
Note: When you're inside of the settings panel, the white gear will turn green.
All of the walkthroughs within this article with take place within the Organization tab of the Settings Panel.
Organization Settings
Once you're in the Settings, or the "back end" of SwiftComply FOG, you'll see a grey navigation panel on the left side of your screen.
Click Organization in this panel to review your current organization settings.
These are initially filled in based on information received during your implementation into SwiftComply FOG. Some of these fields are easily editiable, but some will need to be left as-is.
The fields in your settings include the following:
Field Name | Description | Can you change it? |
Name | The name of your city/organization. This can be updated to be whatever you'd like. For example, if you'd like it to say "Pristine Water" instead of "City of Pristine". This will be how your city appears across the system. | Yes |
Address | The address of your main office. This is not required | Yes |
City | The city of your organization | No |
Country | The country of your organization | No |
Region | The state (or province) of your organization | No |
Region Code | The abbreviated version of the state/province of your organization | No |
Tenant Code | The code we give your organization as a unique identifier | No |
Logo | Your organization's logo. This will appear on any notifications sent from SwiftComply | Yes |
You can edit the appropriate fields at any time by clicking right into the field, updating the information, and then clicking the green Save button at the bottom of the page.
Online Profiles
To the right of your Settings tab at the top of your screen, click Online Profile.
The Online Profile is what Establishments (FSEs) can utilize to review information about their business as well as upload their own manifest.
The check boxes to the left of each option can be adjusted to add or remove a view or an ability from the Business Profile.
Option | If Checked | If Unchecked |
Enable establishment on-line profile | This turns the feature of the on-line profiles on. If this is checked, every FSE has access to their profile. | If this is unchecked, it removes access to the business profile for all establishments in your program. |
Show pump outs on profile | This will allow the establishment to see past pumpouts that have been submitted. | The FSE will not be able to review past pumpouts, only the last pumpout date. |
Submit Pumpouts | This will allow establishments to submit manifests directly through the online profile. The pumpout form they use is the same one you create within your settings panel. | If unchecked, they won't be able to submit a manifest through the business profile. |
Inspections | This will allow them to review past inspections completed at the establishment. | They won't be able to review past inspections completed at the establishment. |
Grease Traps | This will show the grease traps listed at the property. | They won't be able to see the grease traps currently listed at the property. |
Compliance History | This will allow them to see the history of compliance at the establishment. | They won't be able to see a history of complianct at the establishment. |
Enforcements | They will be able to review any enforcements issued to the establishment. | They won't be able to see any enforcements issued to the establishment. |
FSE Permits | If applicable, they will be able to see their permit(s) associated with the establishment. | Any permits associated with the establishment won't be visable. |
If any changes need to be made in this view, you can check or uncheck any applicable boxes, then click the green Save button to save your changes.
To see what an establishment's business profile looks like, head to the knowledge base article View of an Establishment's Business Profile.
To review how an establishment would utilize the business profile, check out the knowledge base article Using Your Business Profile.
Equipment Types
The last tab in the Organization Settings is Equipment Types.
This tab allows you to add or remove any equipment type that you may want to track within your program. Equipment types are tied to establishments, but may also be linked to grease control devices. These can be viewed in your Dashboard on the "front end" of your program as well.
Within the Equipment Types view, you'll be able to see what Equipment Types you currently have listed within your program as well as the quantity of each type currently tracked.
To edit or remove a current Equipment Type, click directly onto the Name of the Equipment Type.
To edit, type directly into the Name field, then click Save.
To delete the Equipment Type, click the red Delete button, then click Ok in the prompt window.
To create a new equipment type, click on the green Create equipment type button. Enter the name of the equipment type and click Save.
For guidance on adding equipment to an establishment and linking equipment to a grease control device, head to the knowledge base article Managing Equipment.