Access: City Regulators
Overview: How to add, edit, delete and sort pump outs.
Adding a Pump Out
There are two ways to add a pump out to your database. Pump outs may be added under the ‘Pump Outs’ tab or from an establishment's profile.
From the 'Pump Outs' tab, click the green Add pump out button and complete at least all required fields, then click Save.
Pump outs can also be added from an establishment's profile. On the top navigation bar within the establishment profile page, click the ‘New pump out’ tab. Complete the pump out form details and click the green Save button.
When adding pump outs, the form requires you to select a grease control device from the establishment's listed grease control devices (GCDs). If there is only one GCD on the establishment's profile, this will be selected automatically. If there are multiple GCDs on the account, you'll need to select which GCD you're reporting for before adding the pump out. The dropdown list of GCDs will display the type and capacity of each GCD. A pump out needs to be added for each GCD on the account.
For establishments with no listed GCD, you can create a GCD until you are able to review and verify the device. Click the blue text Create a new one underneath the field to create a new GCD. The system will then default to that GCD when entering a pump out.
Editing or Deleting a Pump Out
Pump outs can be edited or deleted either from within the 'Pump Outs' tab or from an establishment's feed.
In the 'Pump outs' tab, search for the pump out you'd like to edit or delete, and click on the blue establishment name. This will open the pump out form for you to edit, or scroll down and click the Delete button to delete the pump out. You'll be prompted to make sure you want to delete the pump out.
From an establishment's feed, click the 'Pump outs' tab and click the blue underlined pump out. This will open the pump out form for you to edit, or scroll down and click the Delete button to delete the pump out. You'll be prompted to make sure you want to delete the pump out.
Sorting Pump Outs
You can sort pump outs in the 'Pump outs' tab alphabetically or by date by clicking on one of the blue columns, which include:
Grease control device
Filtering Pump Outs
You can search pump outs using the search box, by typing in the establishment name or part of the address and hitting the Enter key.
Click the funnel icon to open the filter menu, where you can filter by establishment name, provider, matched status, who submitted the pump out, and serviced on date:
Type part or a full establishment name.
|Provider||Type part or a full provider name.|
|Matched||Select All, Unmatched, or Matched yellow grease services only from the dropdown box. Matched means they are linked to a specific service provider. Unmatched means there is not a specific service provider, which could be due to typo errors or the service provider does not exist in the system.
|Submitted by||Select to filter based on who submitted the pump out - All, Provider, City, or Other.|
Choose the date parameters you want to view yellow grease records for.
You can also filter by any custom pump out property. To do this, select Add custom filter > Add filter by custom property. Select the you wish to filter by from the menu that pops up
There are three different filter options for custom property filters:
i) filter contacts by if the selected contact property value is known
ii) filter contacts by if the selected contact property value is unknown
iii) filter contacts that match an inputted value for the selected contact property
Select your option and click Add.
You will the see the filter listed at the bottom of the search form. Apply any other filters you wish and then select the blue ‘Apply’ button.
You can save any custom property filters by following the advice in the knowledge base article Saving Search Filters.