Description

This form is used to Add New Schedules or Edit Draft Schedules (un-submitted Schedules). This is the first of four steps used to create a Schedule.

Schedules can be a one-time Compliance Audit, a recurrent monthly Inspection, or some other Task for which you want to record results using a Checklist. Schedules can be used for Internal or External Evaluations, and you can relate one or more Checklist Templates to a set of EMS Items (Locations, Practices, or Equipment).

Note: A Checklist Template must be created before a Checklist can be scheduled.

A Schedule can be quite complex, involving multiple Inspectors/Auditors and multiple Checklist Templates over multiple time intervals. Once a Schedule is submitted, the assigned Inspectors/Auditors will receive email notifications of their new scheduled items.

Note: Schedules can only be assigned to people that have an EMSWeb user account. Contact your Organization Administrator if a New User needs to be added to the system.

Each scheduled item will appear on the Auditor/Inspector’s Tasks grid. For example, a Schedule for one year’s worth of monthly tank inspections using a single Checklist Template for 50 tanks will result in 12 scheduled items appearing in the Inspector’s Tasks grid – one for each month. Each scheduled item will contain a grid of the 50 tanks with an inspection Checklist for each tank. You must click on each Checklist to record inspection results for the respective tank. Once the Checklists are submitted, each Checklist is stored in the Completed Checklists submenu.

Note: Due to the potential complexity of a Schedule, submitted Schedules cannot be edited. The submitted Schedule must be closed and then created again. Closing a recurrent Schedule will not affect any previously Completed Checklists related to the closed Schedule.

Definitions

1. Schedule Name: Name of the Schedule
2. Description: Description of the Schedule
3. Organization: Name of the Organization where the Schedule information was originally inputted into EMSWeb
4. Lead Auditor/Inspector: The Lead Auditor/Inspector organizes and leads the Audit/Inspection team.
5. Lead POC: The Lead POC is the primary point of contact for the installation being audited/inspected.
6. I am evaluating: Type of data that is being evaluated (Not related to EMS Data, Location, Practice, or Equipment / Resource)
   • Location: A Location can be a Building or an Area. A Building is a physical structure that is located at a fixed place. Most Locations are typically Buildings. A Location is an Area if it is not a physical structure and covers an area. Area examples include golf courses, runways, wetlands, etc.
   • Practice: A process, action, or function with environmental aspects that can have an impact on environmental resources. Practices may impact other resources as well. Practices include the unit processes used to complete mission functions (e.g., degreasing of parts, oil and lubricant changes, battery recharging, refrigerant capture and replacement to support vehicle maintenance, etc.) and their associated physical controls (e.g., berms, oil/water separators, or alarms). A Practice often includes multiple processes, personnel, equipment, and materials.
   • Equipment/Resource: A piece of equipment or a resource that is used to support a Practice.
   • Not related to EMS data: This evaluation is not related to any EMS data.
7. Internal Evaluation: An internal evaluation occurs with auditors from within the EMS Appropriate Facility.
8. External Evaluation: An external evaluation is one whose auditors come from outside the scope of the EMS Appropriate Facility.
9. Show as critical on the calendar: This box should be checked if the User feels that this Schedule is critical.
10. One-time evaluation: This schedule will occur one time.
11. Recurring evaluation: This schedule will recur at specific intervals.