The Administrative Dashboard

A real-time view of what needs attention now.


  • Appears when:
    • A tester flags a report for review
    • The system detects unusual year-over-year readings

    Open → Review → Take action → Unflag.


  • Devices automatically appear here when the annual test due date has passed.


  • Any required documents updated by a tester are automatically routed for administrator approval.


  • Operational actions tied to a specific account or device.

    • Assign work to internal staff

    • Link tasks directly to a backflow assembly

    • Define scheduled work dates

    • Track status (not completed / completed)

    • Document work to be done

    • Record work completed

    • Reassign or unassign staff

    • Maintain a permanent task history

    Each task connects enforcement, field work, and compliance documentation in one record.


  • Hazards without required backflow protection.

    • Identify properties requiring device installation

    • View hazard type and classification

    • Track due dates for compliance

    • Prioritize enforcement actions

    Ensures hazard conditions are not left unprotected.


  • Customer-submitted surveys requiring review.

    • View flagged responses tied to addresses

    • See completion date

    • Identify potential hazard changes

    • Initiate follow-up actions

    Ensures questionnaire responses translate into enforcement when necessary.

The Administrator Dashboard is built around workflow. When an admin logs in, the objective is: identify what requires attention and act immediately. All data updates in real time.


  • A live, chronological feed of incoming test submissions.


  • AquaResource automatically determines pass/fail.

    Next steps are handled according to the utility’s policy.


  • Review and approve or deny new testers into your system.


  • External changes submitted through the customer portal.

    • View updates submitted by customers

    • See account number and group association

    • Review requested changes (email, phone, notice preference, etc.)

    • View submission timestamp and submitted-by information

    • Approve or deny updates before they affect account records

    • Navigate directly to the customer profile

    All external updates require administrative action before becoming active.


  • Inspections requiring review based on the results submitted.

    • Inspections are created from the Customer Profile

    • Inspection forms can be configured to flag specific answers

    • When a flagged response is received, the related record appears here for review

    • Administrators can open the customer record, evaluate the response, and take next action

    This ensures survey responses translate into timely follow-up and enforcement when needed.

Device Mapping with Compliance Status

  • View all devices on an interactive map

  • See compliance status at a glance

  • Click any pin to open the full device record

  • Administrators and testers can pin and update device locations

The Customer Profile

A complete operational record for each service address.

The Customer Profile centralizes regulatory classification, devices, communication history, and compliance documentation in one structured location. Every tab is tied to the physical address and updates in real time.


  • All backflow prevention assemblies at the service address.

    • View make, model, size, serial number, type, and category

    • Track compliance status and due dates

    • See most recent test at a glance

    • Filter by rebuild, recurring test, repair, or out of compliance

    • Open full device record with reports, notes, notices, photos, and history

    Each device maintains a complete lifecycle record.


  • Regulatory hazard classification for the property.

    • Define hazard conditions at the location

    • Require a backflow assembly for protection

    • Generate installation letters when protection is required

    • Link assemblies directly to hazards

    • Document protected vs. unprotected conditions

    Hazards control regulatory classification and determine required protection.


  • Core account and site data.

    • Account number and alternate identifiers

    • Grouping and division structure

    • Site address and jurisdiction

    • Facility type and zoning

    • Hazard level classification

    • Residential or non-residential designation

    • Notice delivery preferences

    This section controls regulatory classification and visibility rules across the system.


  • Mailing and communication contacts tied to the account.

    • Primary and secondary contacts

    • Mailing address separate from site location

    • Email addresses and phone numbers

    • Use-for-mailing designation

    • Group-level updates

    Contacts do not have to be physically located at the service address.


  • Service meter records tied to the property.

    • Meter number and serial

    • Tap number

    • Manufacturer and size

    • Line size and service size

    • Installation location

    Used for reference and cross-department documentation.


  • Internal documentation tied to the address.

    • Add administrative notes at the account level

    • Document phone calls, conversations, extensions, and decisions

    • Record compliance discussions or enforcement steps

    • Maintain a running operational history

    Notes are internal and do not appear on customer-facing portals.


  • Complete notice and letter history.

    • Backflow notices

    • Hazard notices

    • Reminder letters

    • Sent and unsent status

    • Previewed vs. mailed

    • Reprint and recreate notices

    • Date filtering and export

    All notice activity remains documented for compliance tracking.


  • Regulatory questionnaires sent to customers.

    • Mail or email delivery

    • Tied directly to the service address

    • Customer-completed submissions

    • Flagged responses for review

    • Completion tracking

    Survey responses appear in the administrative workflow when action is required.


  • On-site inspection records.

    • Schedule inspections

    • Document findings

    • Tie inspection results to hazards and devices

    • Maintain inspection history

    Inspection records support regulatory enforcement.


  • Internal operational tracking.

    • Assign tasks to staff

    • Link tasks to devices or accounts

    • Track inspections, follow-ups, and pressure checks

    • Document completion history

    Used to manage workload across the program.


  • Address-level documentation storage.

    • Upload supporting documents

    • Store photos, permits, compliance records

    • Keep correspondence tied to the property

    Anything that should remain permanently tied to the address belongs here.


  • Imported or legacy data.

    • Historical reports

    • Previous compliance records

    • Imported documentation

    • Optional data migration

    This section may remain empty. It exists to preserve continuity when prior records are available.

Annual Test Notices

Recurring compliance notices generated from device due dates.

Administrators set timing rules (for example, “30 days before due”). AquaResource evaluates device due dates and automatically generates notice batches when devices fall within the configured window.

    • Batch generation from due-date logic (no manual list building)

    • Address-level notices that can include multiple qualifying devices

    • Device-specific detail on every notice (make, model, serial, location, and due date)

    • Only qualifying devices appear—devices outside the date window are excluded

    • Preview-first workflow before printing

    • Print and mark as mailed to finalize delivery and create an audit record

    • Previewed and mailed statuses are timestamped and permanently logged in the Communication history

Hazard Notices

Enforcement notices generated from hazard due dates.

Hazards are created at the Customer Profile and assigned a due date. AquaResource then uses hazard due-date logic to generate hazard notice batches for review and delivery.

    • Batch generation from hazard due-date logic

    • Preview-first workflow before printing

    • Print and mark as mailed to document delivery

    • Status tracking is simple and defensible: Previewed or Mailed

    • All actions are permanently logged in the Communication history

Visuals

Clear snapshots of your backflow program.

AquaResource helps administrators quickly review compliance, inventory, hazards, customer counts, report outcomes, service activity, and commonly used tags through simple daily and monthly visuals.

Program Data Exports

Download structured CSV files generated from live backflow program data.