Add Waste Profile To A Site

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:

  1. From the Photos, Attachments, Blanket Purchase Orders and Waste Profiles screen
  2. From a Service Code

Permissions

The following permissions are required to add/edit waste profiles:


Permission IDPermission 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.


  1. Select the Paperclip icon displayed in the customer's account. This displays the 'Photos, Attachments and Waste Profiles' popup editor.
  2. Select the Waste Profile tab.
  3. Select the green '+' icon to display the Add Waste Profile popup editor.
  4. 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.
  5. 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.