Document Generator: KPI, SPCC, SWPPP. Tuesday, July 24, 2012
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1 Document Generator: KPI, SPCC, SWPPP Tuesday, July 24, 2012
2 ACTS Document Generator AKA DocGen
3 Document Generator This tools merges ACTS data with pre-formatted Word or Excel documents. Users can generate these Documents at-will or these documents can be ed automatically. Document Generator Criteria: Document must be developed on a regular frequency. Document format and layout does not change often or drastically. Data populating the document must be stored, and maintained, in ACTS July 2012
4 Document Generator Schematic Default Data Not in ACTS; True for 95% ACTS Data Typically Facility, Equipment Data ACTS Document Generator Record Users able to review and edit all data fields. Word / Excel Document Template Bookmarked for data merge ACTS Generated Document Data merged into Template July 2012
5 ACTS Data Preparation Initial Data Setup If data required for the form does not currently exist in ACTS, users can create Attributes to capture additional information. On-going Data Maintenance Like any database, the Document Generator tool will only be as strong as the data it is referencing July 2012
6 Document Generator Window Reporting Document Generator Select the Document Type Select an Asset: Portfolio / Facility / Equipment July 2012
7 Document Generator Window Allows users to preview/edit/generate Document Update Data via Asset (preferred) Mapped to pull in automatically, Data available both this time and next DocGen Record NOT mapped to pull in automatically Data will not be stored in ACTS July 2012
8 Refresh Asset Data Allow users to repopulate the ACTS data. Useful in ensuring that data is stored at the ACTS Asset July 2012
9 Example: Automated DocGen Data Ecocion PF Facility Detail Preview Ecocion PF SPCC DocGen Record July 2012
10 How to Generate a Document 1. Save Document Generator Record via or CTRL+S 2. Generate the Document via ACTS will prompt the user for where to place the generated document. Choose the folder to save the finalized document. For those whom Ecocion hosts ACTS, navigate to your computer via Client C (M:) Drive. 3. ACTS will confirm that the document ready for review July 2012
11 How to Open a Generated Document Upon confirmation, navigate to document on the computer, based on selected file path. Avoid updating the generated document prior to submittal/printing/etc. Instead, re-generate after Updating the template with formatting changes, and/or Updating ACTS data, if incorrect July 2012
12 Document Generator in Asset Explorer Allows users to capture historical submittals After saving (not generating), the DocGen will be available under the associated asset in the Asset Explorer. Generated Documents will be organized by year. Right-click to Edit, Copy, or Delete July 2012
13 Don t forget File Attachments! Good Housekeeping Tip Add File Attachments that are associated to the Generated Document to the Asset PDF of complete SPCC Document Photo Documentation Signatures July 2012
14 Document Generator Examples Spill Prevention, Control, and Countermeasure (SPCC) Plan Word Tables Stormwater Management Plan (SWMP) Word Health & Safety Key Performance Indicators (KPI) Excel Graphic Functionality July 2012
15 DocGen: Discussion & Questions
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