Pathway: Accounts > Account (screen)
This article details how to add a waste profile to a site and link it to a charge code for an active service. Waste profiles are added in two ways:
- From the Photos, Attachments, Blanket Purchase Orders and Waste Profiles screen
- From a Service Code
Permissions
The following permissions are required to add/edit waste profiles:
Permission ID | Permission Name |
5 | View Account |
6 | View Site |
Add A Waste Profile From Account Details
To view a list of all waste profiles for a site and add new waste profiles, select the paperclip icon from customer service screen.
- Select the Paperclip icon displayed in the customer's account. This displays the 'Photos, Attachments and Waste Profiles' popup editor.
- Select the Waste Profile tab.
- Select the green '+' icon to display the Add Waste Profile popup editor.
- Enter a Name for the Waste Profile and Start Date.
- Additional options such as adding a Note to the waste profile, or an attachment are available but are not required.
- Click Save and close the popup.
Add Waste Profile From Service Code
If a service code already has a waste profile associated to it, the option to add additional waste profiles is available.