Remediation Rules
Set automated workflows for the Remediation module.
Written by Jess Hamilton
Updated at July 27th, 2024
Table of Contents
Remediation Rules allows clients with access to the Remediation module to set automated workflows for Activities and Approvals if release updates meet specific criteria.
Add or Edit a Remediation Rule
Click the nine dots to open the global menu and select Administrative Console. In the left-side menu, click Configuration and Remediation Rules.
Existing rules are listed in the grid and may be updated by clicking the pencil edit icon. To create a new rule, click Add New.
Use the options in the modal to configure the rule.
| Item | Description |
|---|---|
| Rule Name | Required field used to identify this rule. |
| Rule Type |
Select between Activity and Approval.
An Activity rule will generate a new activity in the Activity Log when conditions are met. An Approval rule will auto-approve a Remediation and generate a Cost Sheet PDF when conditions are met.
If Activity is selected, you may also select an Activity Template. |
| Active | Click the toggle to enable this rule. |
| Facility Criteria |
Use the Facility Group, Facility Status, State/Province, and/or Facility lists the rule will apply to. Tip: To apply the rule to all current and future facilities, select the <Global> option in the Facility Group list and use the arrows to move it to the Selected list. |
| Release Status | Select and use the arrows to move a status over to the Selected Release Status if designating the remediation with a specific release status should trigger the rule. For a detailed explanation of each status, please review the Remediation article. |
| The site is NOT noted as ‘yes’ under ‘Is site parked?’ | Click the toggle to enable this condition. |
| Current Cost Sheet is more than | Click the toggle to enable this condition, and specify the amount in the entry field that becomes available. |
| If ‘Estimated Point Forward Cost to Close/Total Estimated Cost’ is less than/greater than the value of the ‘Potential total Estimated Clean Up Costs’ | Click the toggle to enable this condition, and specify the amount in the entry field that becomes available. |
| The ‘Estimated Date of Closure’ is prior to current date | Click the toggle to enable this condition. |
| Only ‘Estimated Date of Closure’ was changed, and that date is not greater than X days | Click the toggle to enable this condition, and specify the number of days in the entry field that becomes available. |
| Estimated Point Forward Cost To Close does not increase or decrease by more than | Click the toggle to enable this condition, and specify the amount in the entry field that becomes available. |
| Net Liability does not increase by more than | Click the toggle to enable this condition, and specify the amount in the entry field that becomes available. |
| The first cost sheet for a new release (based on the release number) needs an activity generated and sent to the [Client] Contact, due in ____ days | Click the toggle to enable this condition, select a contact type from the dropdown, and specify the number of days in the entry field that becomes available. |
Sample Remediation Rules
The following rules have been set for a large client that uses the Remediation module. These may be modified for use by other clients.
Auto approved cost sheet – the purpose of this rule is to allow certain cost sheet adjustment to be made and automatically approved by the system, so that every cost sheet change does not result the need for an activity generation/approval.
- Conditions for Auto Approval:
- Only the “Estimated Date of Closure” was changed, and that date change does not extend the closure date greater than 1095 days (3 years)
- The “Estimated Point Forward Cost to Close” total does not increase or decrease by more than $100,000.
- The “Net Liability” does not increase by more that $25,000.
- Activity Rule:
- If a cost sheet is changed, and meets the conditions above, it is auto approved and a copy of the updated cost sheet is loaded into E-Files as a PDF
New Release (cost sheet) – the purpose of this rule is to flag each new release that is entered into Titan, and require the new entry to be approved by the Remediation Contact.
- Conditions:
- The first cost sheet for a new release (based on the release number).
- Activity Rule:
- An activity is sent to the Remediation Contact, with the activity due in 3 days.
Older than 71 days – the purpose of this rule is to flag releases that have cost sheets that are approaching 90 days since they were last updated.
- Conditions:
- The Release Status is Active Unfunded, Active Direct Pay, or Active Funded.
- The site is NOT parked.
- The current cost sheet is more than 71 days old.
- Activity Rule:
- An activity is sent to the Cost Sheet Contractor, with the activity due in 3 days.
ANL>365 days old – the purpose of this rule is to flag Active No Liability sites that have not had cost sheet adjustments in the past year (365 days).
- Conditions:
- The Release Status is ANL
- The current cost sheet is more than 365 days old.
- Activity Rule:
- An activity is sent to the Cost Sheet Contractor, with the activity due in 3 days.
Parked Site – the purpose of this rule is to flag parked sites that are close to a year old. Parked sites are typical in Florida due to low trust fund ranking scores, but Parked sites may be applicable to other areas where the Regulatory agency is not pushing/pressing for additional work
- Conditions:
- The Release Status is Active Unfunded, Active Direct Pay, or Active Funded.
- The current cost sheet is more than 335 days old
- Activity Rule:
- An activity is sent to the Cost Sheet Contractor, with the activity due in 3 days.
Due Course Spend – the purpose of this activity is to flag sites that have “Estimated Point Forward Cost to Close/Total Estimated Cost” significantly different then the “Potential Total Estimated Clean Up Cost”. As accounting updates actual spend numbers, the difference between the estimated cost to close will increasing differ from the calculated “Potential Total Estimated Clean Up Cost” which is automatically recalculated when accounting updates project spend.
- Conditions:
- The Release Status is Active Unfunded, Active Direct Pay, or Active Funded.
- The “Estimated Point Forward Cost to Close/Total Estimated Cost” is less than/greater $25,000 than the “Potential Total Estimated Clean Up Costs”
- Activity Rule:
- An activity is sent to the Cost Sheet Contractor, with the activity due in 3 days.
Closure Date – the purpose of this activity is to flag cost sheets that have an estimated closure date that is prior to the current date (logically not possible)
- Conditions:
- The Release Status is Active Unfunded, Active Direct Pay, Active Funded, ANL, or Other
- The “Estimated Date of Closure” is prior to the current date
- Activity Rule:
- An activity is sent to the Cost Sheet Contractor, with the activity due in 3 days.