Access: City Regulators
Overview: How to add, edit, delete and sort pump outs.
- Video Overview
- Adding a Pump Out
- Editing or Deleting a Pump Out
- Sorting Pump Outs
- Filtering Pump Outs
Check out the video below to see how to enter and edit a pump out:
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.
Pump outs can also be added from an establishment's profile. On the top navigation bar within the establishment profile page there is a ‘New pump outs’ tab. To add a pump out, complete the pump out form details and select the green Save button.
When adding pump outs, the form will now require you to select a grease control device from the establishment's listed grease control devices (GCDs). If a GCD is not selected, the system will not allow the pump out to be submitted.
The dropdown list of GCDs will display the type and capacity of each GCD. If there is only one GCD attached to an establishment, the pump out form will default to that GCD. If an establishment has multiple GCDs, one must be selected from the dropdown as the system will not default to a specific GCD.
For establishments with no listed GCD, you can create a 'default' GCD until you are able to review and verify the device. The system will then default to that GCD when entering a pump out. The form will automatically set the location to 'Inside' and the service frequency to the default frequency for your city. Once saved, it will look like this:
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 by selecting either the pencil icon to edit, or the trash can to delete.
Sorting Pump Outs
You can sort pump outs alphabetically or by date by clicking on one of the blue columns, which include:
Filtering Pump Outs
Select the ‘Pump Outs’ tab from the top navigation bar to view a list of all pump outs.
Using the default filters, you can filter by:
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 pump out property you wish to filter by from within the modal 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.