Company Profile: Proxy Tester to Submit a Report

 

Step 1 — Log In to Your Company Profile


Step 2 — Open Testers

Click People, then Testers, on the top menu


Step 3 — Select Tester (Proxy)

Find and select the tester you want to Submit a Test for.


Step 4 — Open Purveyors

Click Purveyors


Step 5 — Select Purveyor

Choose Enter Purveyor where the report will be submitted.


Step 6 — Search for Device

Search by Customer Name, Address, or Device Serial Number

Search for Customer will allow you to see all devices under that address. Then you will select the device you are looking for.*
Search for Backflow will pull up the existing device, selecting it will reveal the options for that device.

*If the device cannot be located using either search method, and the utility allows device additions, you may add the device through the customer/address profile.

Use the +Backflow button shown in the second illustration to enter the new device information.


Step 7— Select Device

Once you searched the customer address, or searched by Serial Number, clicking on the desired device will reveal its options.


Step 8— Add GPS Marker (If Required) IF NOT, SKIP TO STEP 10

8A - Select Geolocation under the desired device.

8B - If not onsite, search for the address to pull it up on the map.

8C - This button will place the GPS marker for the device.

8D - Once the marker is placed, you can click on it to move it to the desired location. It saves wherever you leave it.


Step 9— Add Photo (If Required) IF NOT, SKIP TO STEP 10

Upload a photo if the purveyor requires at least one per device.

9A - Select Files & Pics under the desired device.

9B - Select Upload File.

9C - Select Browse to open file explorer to select photo.


Step 10 — Create Test Report

Click Create Test Report


Step 11 — Complete the Report

Select the Report Type that matches the situation for the device:

Recurring Test
Use for a standard annual backflow test.

Rebuild and Test
Use when the device was rebuilt and then tested.

Repair and Test
Use when the device failed the initial test, repairs were completed, and the device was tested again.

Removed and Replaced Device
Use when the existing device was replaced with a new one. You will need to enter the new device information and complete the test.

Removed Device and Capped Line
Use when the device was completely removed and the line was capped.


Step 12 — Sign and Submit

Fill out everything required in the desired report.
Sign Testers name and Submit.


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Company Profile: Adding a Purveyor for a Tester

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How to Submit a Test Report