Compliance Calendar/Tasks
The SMS Environmental Module automatically creates nearly 60 types of Recurring Tasks and Reminders to help you stay up‑to‑date and compliant with environmental requirements. This article explains how Recurring Tasks work, how Alerts are generated, and how to mark Tasks as complete.
How Recurring Tasks Work
The system includes many Tasks that are repeated on a regular schedule, such as weekly, monthly and annually. Because these Tasks are repeated, the system runs a nightly job that automatically generates Alerts for the next 90 days. This ensures you always see upcoming Tasks well in advance.
How Task reminders are issued
Each Task includes a built‑in Reminder. When a Task is created, you select an Alert timeframe (for example, 30 days before the due date). The system sends the Reminder based on that timeframe, helping you plan ahead and stay compliant.
Marking tasks as complete
You can complete Tasks in 2 different ways:
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From the Task Record: Open the Task, change the Status to Complete, and enter the Completion Date. This method is useful if the work was completed on a date other than today.
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From the Task Grid (Mark as Resolved): If you want a faster option, locate the Task in the Task Grid and choose Resolve. When you resolve a Task from the Grid, the system automatically marks the Task as Complete using today’s date as the Completion Date.
Automated tasks
These are the Tasks that are generated in the Environmental Module, when applicable.
| Feature | Feature Detail | Automated Tasks |
| Environmental Programs | Air Monitoring |
Title V Air Permit Semiannual Deviation Report Title V Annual Compliance Certification Title V Air Permit Annual Emission Inventory Title V Opacity (visible emission) monitoring Title V Fuel Use Monitoring Title V Air permit renewal application Title V Emissions testing |
| Environmental Programs | Hazardous Waste (LQG) |
Inspection of Central Accumulation Area LQG Training Due Hazardous Waste Report Due Hazardous Waste Fees Due |
| Environmental Programs | Hazardous Waste (SQG) |
Inspection of Central Accumulation Area Notification of SQG of Hazardous Waste Due Hazardous Waste Reports Due HazWaste Fees Due |
| Environmental Programs | National Pollutants Discharge Elimination System (NPDES) |
NPDES Permit Expires NPDES Testing Due NPDES Assurance Report |
| Environmental Programs | Risk Management Plan (RMP) |
RMP Plan Submission to EPA RMP Triennial Compliance Audit RMP Triennial Employee Training |
| Environmental Programs | Significant Industrial User (SIU) |
POTW Permit Renewal Application POTW Permit Expiration Waste Water Sampling Assurance Report Due Slug Procedure Review |
| Environmental Programs | Spill Prevention, Control, and Countermeasure (SPCC) |
SPCC Plan Review PE Certification of SPCC Plan SPCC Monthly Facility Inspection Annual SPCC Facility Inspection 40 CFR 112 Employee training |
| Environmental Programs | Storm Water Pollution Prevention Plan (SWPPP) |
SWPPP Testing Due SWPPP Reporting Due SWPPP No Exposure Certificate |
| Environmental Programs | Tier II Reporting | Tier II Report Due |
| Environmental Programs | Toxic Release Inventory (TRI) | TRI Report Due |
| Environmental Programs | Universal Waste |
Batteries Lamp Disposal Fluorescent Lamp Disposal Aerosol Cans Disposal Mercury Containing Equipment Disposal |
| Tank Manager | Aboveground Storage Tank (AST) |
Annual Leak Test Ultrasonic Testing Visual Inspection per API 653 Visual inspection per SP001 |
| Tank Manager | Underground Storage Tank (UST) | Tightness Testing |
| Hazardous Waste Accumulation | Large Quantity Generator (LQG) |
Waste Disposal Past Due (LQG) LQG Ship Date Reminder (30-day) LQG Ship Date Reminder (15-day) |
| Hazardous Waste Accumulation | Small Quantity Generator (SQG) |
Waste Disposal Past Due (SQG) SQG Ship Date Reminder (30-day) SQG Ship Date Reminder (15-day) Near Threshold Limit (SQG) Over Threshold Limit (SQG) Monthly Accumulation Warning (SQG) Episodic Generation (SQG) |
| Hazardous Waste Accumulation | Very Small Quantity Generator (VSQG) |
Over Threshold Limit (VSQG) Monthly Accumulation Warning (VSQG) Episodic Generation (VSQG) |
Email reminders
Email Reminders function as follows:
- Email notification when Task is first created to the Task Creator and Assignee.
- Email notification at Alert Timeframe to the Assignee.
- Email notification when Task Complete to the Task Creator.
Calendar View
We have added a Calendar View to the Task feature. Here you will see all Tasks in the Grid (Complete or Filtered) displayed by day, week, or month.
