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Tier II Reporting
Adding & Editing Contacts

Adding & Editing Contacts

Add and edit individual contacts as needed.

Adding, Editing, and Deleting a Contact

Adding a Contact

Step 1: Click Add new from the Contacts screen.

Step 2: Enter information on the Basic details screen. At a minimum, you are required to add name and email address. Once finished, click Save.

Step 3: You will be prompted to associate this contact with at least one facility. Select an available Facility from your organization, as well as one or more Contact Types. You can optionally add Tags, which correspond to environmental media that the contact is associated with.

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If you select an “EPCRA” role (e.g., “EPCRA | Emergency Contacts”), the contact will automatically be added to the selected facility’s Tier II report in that role. If you want the contact to be associated with the facility but not added to a report, select the “General” role. When you assign a contact to a role within a Tier II report, the facility and role will automatically appear in the Associated Facilities tab of the contact card.

Step 4: Click Save.

The contact is now available to be used within any Tier II report.

Editing and Deleting a Contact

To edit or delete a contact, click on the corresponding row within the Contacts Table. From there, you can either make edits and click Save or click the Delete button.

Step 1: Navigate to the Contacts Table and click on the row corresponding to the contact you wish to edit or delete.

Step 2: Either update the contact's details and click Save or remove the contact by clicking Delete.

 
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Last updated on June 15, 2023

Overview Merge Contacts