How to consolidate individual manifests into one.

AS A FOLLOW-UP TO THE ARTICLE PUBLISHED 6/29/23, MANIFEST CONSOLIDATION CAN BE COMPLETED IN THE ADMINISTRATION PORTAL, IN ADDITION TO THE DRIVER SCREEN. THE PROCESS IS VERY SIMILAR IN EITHER SCREEN

STEP 1:

▪	Create a new customer which will be presented as the generator for all consolidated containers

▪	Recommend customer name is a version of the Transporter name

STEP 2:

▪	Assign the new customer as the default for consolidation transactions

EXAMPLE 1
CREATE A CONSOLIDATED MANIFEST FROM THE ADMIN PORTAL

▪	Manifests have been previously moved to a transfer station

▪	Pickups and on Trucks Report identifies manifests

CONSOLIDATION STEPS:

▪	Select "Transfer Station #2 as last truck

▪	View report

▪	Five manifests are identified

DEFINE CONSOLIDATION:

▪	In this example, five manifests will be consolidated into one large container

▪	Choose "Consolidate Medical Waste Manifests into New Manifest"

▪	Select all five manifests

FINALIZE CONSOLIDATION:

▪	Select type and quantity of consolidation containers

▪	Add service notes as appropriate

▪	Obtain signatures as indicated

NEW CONSOLIDATED MANIFEST

▪	Page 1 shows the waste as it now exists in a consolidated container

NEW CONSOLIDATED MANIFEST

▪	Supporting page shows details of the origins of the containers (subtotals, manifest numbers, etc)

IMPORTANT INFORMATION AND NEXT STEPS:

▪	Consolidated manifests can be transferred, dropped off, and recorded for final treatment

▪	If a consolidated manifest gets transferred, all of the individual manifests that make it up will automatically get transferred so they stay with the consolidated manifest.

▪	Individual manifests, once consolidated, can no longer be edited or transferred individually

▪	Individual members of a consolidated manifest will have the entire consolidated manifest document attached to the end of its normal dropoff document, for regulatory tracking purposes.