Annual notice programs help utilities track required notices. In PWS, you can create a program and bulk import locations to streamline communication and compliance.communication and regulatory compliance.
Why Use an Annual Notice Program
- Improves transparency with residents
- Helps you track when and where notices are sent
- Keeps records organized and accessible
- Supports regulatory compliance
How to Create the Program + Bulk Import Locations
Here’s how to set this up in PWS, step by step:
- Go to the Programs Section
- Log in to PWS.
- Navigate to Manage Communications Program or wherever Programs are listed in your account.
- Log in to PWS.
- Create a New Annual Notice Program
- Click “Create Program” (or similar).
- Name the program something clear and identifiable (for example, “Annual Notice 2025”).
- Configure any settings or details required (e.g. frequency, templates, etc.).
- Click “Create Program” (or similar).
- Prepare Your Locations List
- Grab the list of locations you want included in the program.
- Make sure each location has needed address or identifying data filled in PWS (service or mailing address, etc.).
- Grab the list of locations you want included in the program.
- Bulk Import Locations
- Find the option to Import Locations in the program setup (or after—you can often add locations later).
- Use a spreadsheet (e.g. CSV format) with the required fields.
- Upload the file.
- Map any columns (in your spreadsheet) to the matching PWS location fields (e.g. “Address Line 1”, “City”, “Zip”, etc.).
- Confirm the import.
- Find the option to Import Locations in the program setup (or after—you can often add locations later).
- Review Imported Locations
- After import, check the program to ensure the correct locations appeared.
- Fix any problematic ones (missing addresses, duplicates, etc.).
- After import, check the program to ensure the correct locations appeared.
- Assign or Prepare Annual Notice Template
- Link a letter template to this program if you want notices sent out automatically or in bulk.
- Link a letter template to this program if you want notices sent out automatically or in bulk.
Key Notes & Best Practices
- Make sure location address data is accurate before import—incorrect or missing data can cause delays or errors.
- Use clear names for programs so you can clearly see which notices are tied to which years or purpose.
- Once the program is set up with locations, tracking in PWS will show which letters have been or need to be sent.
- Bulk import is especially helpful when dealing with many locations, so you don’t have to add them one by one.
If you have any questions, reach out to support@120water.com.