Cross Connection Training Manual

Cross Connection

Training Manual

1

Index

2

Database:

Understanding Common Screens (Pg.6)

Accepting Compliant Reports (Pg.7)

Rejecting/Denying Reports (Pg.9)

Accepting Deficient Reports (Pg.11)

Processing Previous Deficient Reports (Pg.13)

Processing New Premises (Pg.19)

Granting Customer Access (Pg.21)

Research:

Certified Tester Report History (Pg.23)

Understanding Notifications (Pg.24)*nothing here yet

Verifying Registered Agent (Pg.25)

Wake Gov. Real Estate (Pg.29)

(Puma) Public Utility Mapping Application (Pg.30)

Raleigh GIS- Collector (Pg.38)

Processes:

Extensions (Pg.46)

Exemptions Process : (Pg.48)

Exemptions Process Flow Chart: (Pg.54)

Chemical Assessment Form: (Pg. 55)

Exceptions (Pg.56)

Extension Form with Form 1a: (Pg. 59)

Orientations & Schools

Orientation (Pg.62)

3

Certification School Database- Training Manual (Pg.63 ) Enforcement:

Compliance Reconnection Adjustment Process (Pg.67)

Cityworks for Cross Connection

Index (Pg.85)

Logging in(Pg.86)

Help Tab (Pg. 87)

Planning Level (Pg.88)

Field Staff Level ()

Office Staff Level ()

4

Database

5

Understanding Common Screens

6

7

8

Rejecting Denying Reports

9

10

Accepting Deficient Reports

11

12

13

14

15

16

17

18

19

20

Research

21

Research

22

23

Understanding Notifications

24

25

26

27

28

Wake Gov.RealEstate

29

Using PUMA

PUMA Basic- Training Manual

https://maps.raleighnc.gov/imaps/?config=puma

30

Puma Features

31

Map Views

Base Map Basic

Base Map

Aerial Map Satellite View

Historic Maps Aerial

32

Tools

Identify Features

Highlight property

Google Streetview

Google Overview

Measure distances

33

Tools

Insert Text or Draw

Bookmark Map areas

34

Search in PUMA

Intersections

P.O.I.

Search by property

Subdivisions

Coordinates

Property searches opens deeds.

Other search options

If property is private or dedicated

Other information

35

36

Layers

Layers allows you access to property/asset information.

These can be toggled on or off as needed.

37

Raleigh GIS online

http://corpud.articulate-online.com/2216810611

Go to ral.maps.arcgis.com

Follow the slide instructions for logging in.

38

39

Select the tab for groups

Select Raleigh Public Utilities Group

Select Production Meter Survey Application

40

Open in Map Viewer

Log in with previous credentials

41

Search for address

Click on blue dots for more information

42

43

Edit information as needed by selecting edit and altering typeable fields.

44

Processes

45

Extension Application

46

47

Exemption Process

48

49

50

51

52

53

Exemption Process Flow Chart

54

Chemical Assessment Form

55

Exceptions

56

57

58

Extension Form With Form 1A

59

60

Orientations and Schools

61

Orientation

Orientation & Certification/ Recertification Schools

General Policies for backflow Schools Backflow Certification

•

• Initial Certificates have a 2 year expiration date • Recertification Certificates have a 3 year expiration date • If a certification has been expired for more than 1 year, the tester must attend a full week-long course. Expiration dates for the initial certificates will apply • Students must attend all classroom instructional times and pass the written and practical exam with 70% • Students can retake the written or practical exam within 1 week of the course attended.

Cross Connection Administrative Technician will:

• Process all received registration forms according to Cross Connection Training Notes within 2 business days of receiving a completed registration form

Office Responsibilities:

• Enter all student information into appropriate database • Send confirmation emails to the student within 2 business days of receiving a completed registration. • Incomplete registrations require our office to provide one courtesy phone call as well as an email describing what is needed to complete the registration • Non-completed registration forms should not be considered in the school totals • Once school has reached 15 paid students, email the Cross-Connection Utilities Coordinator that the course is closed. The Utilities Coordinator will update the Cross-Connection webpage to reflect this change • Contractors who desire to test backflows in the COR and have not attended a COR Orientation session must do so before submitting reports to The Compliance Engine. • Orientation cards will show the prefix-RALCT followed by a 4-digit number • There is no expiration date in the orientation card. Expiration dates are associated with the testers current certificate • Testers who attend the Orientation session must use RALCT numbers to register online with The Compliance Engine. • Testers who do not use their COR certificate number will have their reports rejected in TCE. • All contractor information is to be entered into the appropriate databases • Non-completed registration forms should not be considered in the Orientation totals

Orientation: General Polices

62

• Once an Orientation session has reached 15 paid students, email the Cross-Connection Utilities Coordinator that the orientation session is closed. The Utilities Coordinator will update the cross- connection webpage to reflect this change.

Certification School Database:

Password: certification

Orientation Registration: New Registrations tab

Date: will be the month, 1 st day of the month and year session is held Last name (Orientation registrations must have an * before the last name) First name Middle Initial Application(Registration Form): Yes or No Amount Due: place amount Payment Received: Yes, No, PUD Employee, Credit, Yes/Credit (did not attend), Did not attend Certificate Number: RALCT1234

Written Exam: leave blank RPZ: leave blank

DCVA: leave blank PVB: leave blank Policy_Procedures: leave blank Comments: I usually put the cell phone number in here or write notes of anything I might need to remember about the registration. Email Address: on registration form Confirmation Sent: Yes/No (Confirmations are only sent when payment is made)

Send an email and attach the confirmation document. (Can be found on server in the Cross Connection folder under Joanie/Certification School/ Orientation & School Confirmations)

**When we have 17 people registered, send an email to Michelle Burton asking her to mark the class closed.

Certification School: New Registration Tab:

Date: will be the month, 1 st day of the month and year session is held Last name (Orientation registrations must have an * before the last name) First name Middle Initial Application(Registration Form): Yes or No

63

Amount Due: place amount Payment Received: Yes, No, PUD Employee(COR PU Employees do not pay to attend our schools), Credit, Yes/Credit (did not attend), Did not attend Certificate Number: RAL1234 (This number will be issued at the end of the school)

Written Exam: grade can be found on registration form or East Test Maker http://www.easytestmaker.com/LogIn?ReturnUrl=%2fUser

User: joanie.hartley Password: Meters

RPZ: will find grade on registration form or evaluation sheet DCVA: will find grade on registration form or evaluation sheet PVB: will find grade on registration form or evaluation sheet Policy_Procedures: leave blank Comments: I usually put the cell phone number in here or write notes of anything I might need to

remember about the registration. Email Address: on registration form Confirmation Sent: Yes/No (Confirmations are only sent when payment is made)

Send an email and attach the confirmation document. (Can be found on server in the Cross Connection folder under Joanie/Certification School/ Orientation & School Confirmations)

Recertification School: Registration form must have a copy of their current certificate. Verify the following information: 1. Student has attended an approved school. (See Cross Connection webpage for a list of approved schools) 2. Expiration date on current certificate is not older than one year. Students whose certificate is older than 12 months must attend a full certification school Update registration: search this location first to ensure student has not previously attended one of our schools. If you find the students name, update any information and clear out the grades for the written exam, rpz, dcva, pvb.

Never attended a COR Certification School: New Registration Tab:

Date: will be the month, 1 st day of the month and year session is held Last name (Orientation registrations must have an * before the last name) First name Middle Initial

64

Application(Registration Form): Yes or No Amount Due: place amount Payment Received: Yes, No, PUD Employee (COR PU Employees do not pay to attend our schools), Credit, Yes/Credit (did not attend), Did not attend Certificate Number: RAL1234 (This number will be issued at the end of the school)

Written Exam: grade can be found on registration form or East Test Maker http://www.easytestmaker.com/LogIn?ReturnUrl=%2fUser

User: joanie.hartley Password: Meters

RPZ: will find grade on registration form or evaluation sheet DCVA: will find grade on registration form or evaluation sheet PVB: will find grade on registration form or evaluation sheet Policy_Procedures: leave blank Comments: I usually put the cell phone number in here or write notes of anything I might need to

remember about the registration. Email Address: on registration form Confirmation Sent: Yes/No (Confirmations are only sent when payment is made)

Send an email and attach the confirmation document. (Can be found on server in the Cross Connection folder under Joanie/Certification School/ Orientation & School Confirmations)

Easy Test Maker: User name: joanie.hartley Password: Meters

How to find grades: •

Find exam you wish to view

• Go to far right and hover over drop down list. • Choose view results • Look for students grade Publish an exam: •

Click on the exam name you wish to publish online. • Click on Online (Closed) choose Publish Updates • Set the availability date. Normally one day • Access Code: I don’t change the code • Online Test Options: randomize questions, randomize options, on completion show student graded test score, and time limit 1 day. • Click on Publish key at the lower right hand corner. • You will see a screen that gives you a test link. Copy the access code.

65

Open the link to the test

•

Paste the access code

•

• The Student will add their name and begin the test

Enforcement

66

Compliance Reconnection Adjustment Process

67

68

69

70

71

72

73

74

75

76

77

78

79

80

81

82

83

84

85

There are procedures listed on the Help Tab to assist you in the basic operations of Cityworks

86

87

Planning Level

88

89

90

91

92

93

94

95

END

96

97