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newSchoolWorks.com › VoTechWorks › Agriculture, Environment & Public Service › Water / Wastewater Operator › Universal Core: Safety, Math, Communication & Career for Water/Wastewater Operators › Lesson 6
AGR-WATE71-01 · Lesson 6 · 18 clock hours · lab

Digital Tools: Spreadsheets, CMMS, and Online Reporting Portals

Objective. Students will use a spreadsheet to calculate and graph operational data, navigate a simulated CMMS work-order interface, and accurately enter monitoring data into a simulated state online reporting portal.

⚠ Pending professional review

This lesson, its worked examples and its practice questions has not yet been verified by a licensed professional in the field or by a certification or approval body. It is a study draft and may contain errors. Do not use it as instructions for work on a job site or on live equipment. Always follow your instructor, your supervising professional, and current official references and regulations.

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Why Digital Tools Matter for Water and Wastewater Operators

Modern water and wastewater facilities rely on accurate records to protect public health, meet regulatory requirements, and keep equipment running. Three digital tools appear at virtually every facility: spreadsheets, Computerized Maintenance Management Systems (CMMS), and state online reporting portals. Operators who can use all three are safer, faster, and far less likely to make costly data-entry mistakes that trigger regulatory action.

Spreadsheets: Turning Raw Data into Useful Information

A spreadsheet organizes numbers in rows and columns and performs calculations automatically. For operators, the most common uses are:

Free software such as LibreOffice Calc and institutional copies of Microsoft Excel both support these tasks. The key is formula discipline: always reference the cell that holds the data rather than typing numbers directly into a formula, so the spreadsheet updates automatically when data change. Use the `AVERAGE` function for means and an `IF` statement (for example, `=IF(B2>0.5,"EXCEED","OK")`) to flag values above a threshold. Label every column header and every graph axis with the parameter name and unit. An unlabeled graph is useless during a regulatory inspection.

Graph best practices: Include a title, labeled x-axis (dates), labeled y-axis (parameter and unit), and a horizontal reference line at the regulatory or operational threshold if one applies. Keep the scale honest — do not compress the y-axis in a way that hides variation.

Computerized Maintenance Management Systems (CMMS)

A CMMS is software that tracks equipment, schedules preventive maintenance (PM), and records what work was done. Regulatory agencies and insurance auditors may request maintenance records, so completeness and accuracy are non-negotiable.

Creating a work order: A typical PM work order for a pump includes:

1. Asset ID or equipment name

2. Work type (preventive, corrective, or emergency)

3. Priority level (routine, urgent, critical)

4. Assigned technician

5. Scheduled date

6. Parts and labor used

7. Completion notes — describe what was found and what was done, not just "done"

Overdue work-order report: Most CMMS programs can generate a list of all work orders past their due date. When you show this report to a supervisor it tells them which equipment has not received scheduled maintenance, helping the team prioritize before a failure occurs. An untreated overdue PM on a chemical feed pump, for example, could lead to under-dosing and a public health violation.

State Online Reporting Portals

State drinking water and wastewater programs use web-based portals where operators submit monitoring results. Examples include state Safe Drinking Water Act (SDWA) compliance portals. Errors in these systems can trigger automatic violation notices, so accuracy is critical.

Fields you will typically complete:

MCL exceedance and automatic triggers: If you enter a result that exceeds the Maximum Contaminant Level (MCL) for that parameter, most portals automatically flag the entry and may generate a violation record or notify the primacy agency. This is not a system error — it is the regulatory safeguard working as intended. The operator's job is to ensure the data are accurate before submitting; once submitted, an MCL exceedance sets a clock running for public notification and corrective action requirements.

Safety Considerations in the Computer Lab and with Digital Records

Connecting These Tools to Licensing Requirements

State licensing exams for Class I and Class II water and wastewater operators test your understanding of record-keeping obligations, reporting deadlines, and the consequences of late or inaccurate reports. Employers expect licensed operators to produce accurate monthly operating reports and to maintain maintenance records that can survive a regulatory audit. The skills practiced in today's lab are direct preparation for both the exam and the job.

Key terms8

Monthly Operating Report (MOR)A regular report submitted to the regulatory agency summarizing operational data such as flow, treatment chemical dosages, and water quality monitoring results for the reporting period.
CMMS (Computerized Maintenance Management System)Software used to schedule, track, and document maintenance activities on equipment and assets at a facility.
Preventive Maintenance (PM) Work OrderA planned, scheduled maintenance task performed before equipment fails, intended to extend service life and prevent unplanned outages.
Maximum Contaminant Level (MCL)The highest permissible concentration of a contaminant in drinking water, established by regulation; exceeding the MCL triggers specific regulatory response and public notification requirements.
Sample Point IDA unique code assigned by the regulatory program to a specific location in a water system where samples are collected; required on online reporting submissions to identify where a sample was taken.
Primacy AgencyThe state or territorial agency that has been granted authority by the U.S. EPA to administer and enforce drinking water or wastewater regulations within its jurisdiction.
Conditional Formula (IF statement)A spreadsheet formula that tests whether a condition is true or false and returns one result if true and another if false; used by operators to automatically flag readings that exceed a threshold.
Data IntegrityThe accuracy, completeness, and consistency of recorded data over its entire life cycle; in water and wastewater operations, errors in data can delay detection of public health hazards and result in regulatory violations.

Worked examples4

1. You have seven daily chlorine residual readings (in mg/L) for one week: 0.62, 0.58, 0.71, 0.49, 0.55, 0.63, 0.60. Enter these in cells B2 through B8. Write the spreadsheet formula to calculate the weekly average in cell B9.
  1. Click cell B9.
  2. Type the formula: =AVERAGE(B2:B8)
  3. Press Enter. The spreadsheet sums all seven values and divides by 7.
  4. Check: (0.62 + 0.58 + 0.71 + 0.49 + 0.55 + 0.63 + 0.60) ÷ 7 = 4.18 ÷ 7 = 0.597 mg/L, which rounds to 0.60 mg/L.
Answer: Weekly average chlorine residual = 0.60 mg/L (cell B9 displays =AVERAGE(B2:B8)).
2. Using the same seven chlorine residual values, write an IF formula in cell C2 that displays 'EXCEED' if the reading in B2 is below the operational minimum of 0.50 mg/L, and 'OK' if it is at or above 0.50 mg/L. Then describe what C4 would show for the reading of 0.49 mg/L.
  1. Click cell C2.
  2. Type: =IF(B2<0.50,"EXCEED","OK") and press Enter.
  3. Copy cell C2 down through C8 by selecting C2 and dragging the fill handle to C8.
  4. Check cell C4: B4 contains 0.49, which is less than 0.50, so the formula returns 'EXCEED'.
  5. All other readings are 0.50 or above, so cells C2, C3, C5, C6, C7, and C8 display 'OK'.
Answer: Cell C4 displays 'EXCEED'; all other cells in the range display 'OK'.
3. A portal entry asks for a lead result in µg/L. The lab report shows 0.012 mg/L. What value should you enter in the portal field that expects µg/L?
  1. Recall the unit conversion: 1 mg/L = 1,000 µg/L.
  2. Multiply: 0.012 mg/L × 1,000 = 12 µg/L.
  3. Enter 12 in the result field and confirm the unit dropdown shows µg/L.
Answer: Enter 12 µg/L in the portal result field.
4. Your spreadsheet has daily flow readings in million gallons per day (MGD) for five days: 2.1, 2.3, 1.9, 2.0, 2.2. Calculate the five-day average flow and determine whether any single day exceeded 2.25 MGD.
  1. Sum the five values: 2.1 + 2.3 + 1.9 + 2.0 + 2.2 = 10.5 MGD.
  2. Divide by 5: 10.5 ÷ 5 = 2.10 MGD average.
  3. Compare each value to 2.25 MGD: only 2.3 MGD (Day 2) exceeds 2.25 MGD.
  4. An IF formula =IF(B2>2.25,"EXCEED","OK") in the adjacent column would flag Day 2 as 'EXCEED'.
Answer: Five-day average flow = 2.10 MGD; Day 2 (2.3 MGD) is the only value that exceeds the 2.25 MGD threshold.

The math in this lesson1

Learners average seven daily chlorine residuals with =AVERAGE to get 0.60 mg/L.
S-ID.2
Brush up in the math halls at newSchoolWorks.com:
In class: In a computer lab, build a basic spreadsheet (using free or institutional software such as LibreOffice Calc or Microsoft Excel) that ingests one week of hypothetical daily flow, turbidity, and chlorine residual readings, calculates the weekly average and identifies any values exceeding a threshold, and produces a simple line graph—skills directly applicable to monthly operating report preparation. · Use a CMMS simulation module (or a printed scenario representing a CMMS work-order screen) to create a new preventive-maintenance work order for a pump, assign priority, record labor and parts, and close the order with a completion note; students then run a simulated 'overdue work orders' report and explain what it tells the supervisor. · Enter a set of hypothetical drinking water monitoring results into a simulated state safe drinking water online reporting portal interface (a mock web form structured like common state portals); students practice selecting the correct monitoring period, sample point, contaminant code, and result unit, and identify what happens if a result exceeds the maximum contaminant level—including automatic notification triggers.
Materials: Computers with internet access and spreadsheet software; CMMS simulation module or printed CMMS scenario packets; mock state online reporting portal (instructor-built web form or scenario worksheets); one week of hypothetical operational data handout; graphing rubric; CMMS work-order rubric
Check: Spreadsheet: correct formula logic, accurate weekly averages, threshold flags visible, graph labeled correctly (instructor checks formulas, ≥80% of rubric points); CMMS work order: all required fields completed without critical omissions; mock portal: all data entered in correct fields with correct units and the MCL exceedance trigger correctly identified (any data-entry error in the MCL scenario = redo).

Practice check8

Answer each question, then check it. Nothing is recorded; this is your own practice.

Record Keeping and Reporting
1. Which spreadsheet formula correctly calculates the average of daily turbidity readings entered in cells D2 through D8?
Drinking Water Regulations and Compliance
2. An operator enters a turbidity result into the state online reporting portal and the portal immediately displays an automatic flag and generates a potential violation record. What most likely caused this response?
Operation and Maintenance
3. A CMMS overdue work-order report shows that the preventive maintenance inspection on a chlorine feed pump is 14 days past its scheduled date. What is the most important reason an operator should report this immediately to the supervisor?
Operation and Maintenance
4. When creating a preventive-maintenance work order in a CMMS, which piece of information is most critical to include in the completion note?
Drinking Water Regulations and Compliance
5. A lab report shows a nitrate result of 8.5 mg/L as nitrogen. The state portal result field expects mg/L. Which value should the operator enter?
Record Keeping and Reporting
6. An operator's spreadsheet line graph of daily chlorine residual readings has no labels on either axis. Why is this a problem during a regulatory inspection?
Drinking Water Regulations and Compliance
7. Which of the following is a data integrity concern unique to submitting results through a state online reporting portal?
Mathematics and Data Analysis
8. Seven daily flow readings in MGD are: 1.8, 2.0, 1.9, 2.1, 1.7, 2.0, 1.9. What is the correct seven-day average flow?
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