Who this article is for: Authority Users

Overview

An assembly's detail page is where every piece of information about a single backflow prevention device lives — its properties, its location, its test history, its communications, and how its compliance has changed over time. This article walks through what you see on the detail page and what lives in each of its five tabs. For navigating the list of all assemblies (search, filter, export), see Searching, Filtering, & Exporting Assemblies.

Opening an Assembly

Click Assemblies in the left navigation.
Click any row in the Assemblies table.

The assembly's detail page opens.

The Header and Info Cards

At the top of the page you'll see:

A breadcrumb back to the Assemblies list
The assembly's Serial Number (large) with an assembly icon
An Active or Inactive badge

Info Cards

Below the header are four summary cards plus a map. These give you the most important information at a glance without having to dig into the tabs.

Card	What It Shows
Compliance	An icon reflecting the current compliance state, plus Last Test Result, Last Tested On, and Next Test Due
Location	The location name (as a link to the location's detail page) and the full address
Assembly	The assembly's Type, Make, Model, and Size
Last Communication	The most recent communication about this assembly (as a link to the communication), plus the Method (email, letter, or both) and Sent date/time

The map on the right of the info cards shows the location's address on a Google Map, with an Open in Maps link to view it full-screen.

💡 The Location card's name is a link. Click it to jump directly to the location's detail page — handy when you need to see sibling assemblies at the same property.

The Five Tabs

Below the info cards, five tabs organize the assembly's data:

Details
Location
Report History
Communications
Compliance History

The Details tab is selected by default when you open an assembly.

Details Tab

The Details tab shows everything you can see or edit about the assembly itself. Three action buttons sit to the right of the "Assembly Details" header:

Edit (pencil icon) — opens the record for editing
+ Add Test Report — starts a new test report for this assembly
Actions (dropdown) — other operations such as delete, replace, or toggle active

Below the action row are three accordion sections, all expanded by default. Click the chevron on any section to collapse it.

Standard Properties

The core fields on the assembly:

Field	Description
Serial Number	The unique device identifier
Type	Assembly type (RP, DC, PVB, etc.)
Make	Manufacturer name
Model	Model name or number
Size	Assembly size in inches
Assembly ID	Optional internal identifier
First Recorded On	The date the assembly was first recorded in SwiftComply
Installed On	The date the device was physically installed
Last Tested On	The date of the most recent accepted test
Last Test Result	Pass or Fail from the most recent accepted test
Next Test Due	The date the next test is due
Assembly Location	Free-text description of where the assembly is on the property
Notes	Free-text notes
Active	A toggle — on = active, off = inactive

Custom Properties

Fields your organization has configured beyond the standard set. These vary by org. Common examples: Meter Account #, Lead Free?, Protection Type, Hazard, Hazard Level, Service Type, Latitude, Longitude. If your org doesn't use Custom Properties, this accordion won't appear.

For how to edit these fields, see Using Custom and State Report Fields on Assemblies.

State Report Properties

State-specific fields required by your state's backflow regulatory report. Only shown if your organization is in a configured state (CA, CO, FL, MA, MI, WA). The fields vary by state.

For the full per-state field reference and how to update them, see Using Custom and State Report Fields on Assemblies.

Location Tab

The Location tab shows the property the assembly is installed at, plus any custom and state-report fields configured for locations and the other assemblies at the same address. Three action buttons sit to the right of the Location header:

Open Location — navigates to the location's own detail page
+ Add Survey — starts a new hazard survey for this location
Actions (dropdown) — other operations such as assigning, changing, or removing the location link

Standard Properties

The core location fields — read-only on this tab, editable from the location's own detail page:

Location Name, Address, Account Number, Primary Contact
Phone, Next Survey Due, Last Surveyed On, Last Survey Result

Custom Properties

Location-level custom fields configured for your organization. These vary by org — common examples include Location Description and Zoning. Only shown if your org has location-level custom fields configured.

State Report Properties

State-specific fields that live on the location (as opposed to on individual assemblies). Only shown if your organization is in a configured state and the state's report includes location-level fields. Common examples in Washington include NPDES Permit #, Location Table 13 Hazard Type, Other High Hazard Type, and Number of Metered Connections to this Location.

All Assemblies at this Location

A table of every assembly installed at this location, including the one you're currently viewing. This is useful when you need to understand a property as a whole — how many devices are on site and what their compliance looks like at a glance.

Default columns:

Column	What It Shows
Type	Assembly type (RP, DC, PVB, etc.)
Make	Manufacturer
Model	Model name or number
Serial Number	Unique device identifier
Last Test Result	Pass or Fail
Next Test Due	When the next test is due

Click the gear icon above the table to show or hide columns. Toggle Show Inactive to include assemblies that have been set to inactive. Click any row to jump to that assembly's detail page.

📝 If the assembly has no location assigned, the Location tab will show an Assign Location action instead. Use it to link the assembly to an existing property so location-specific info (address, contacts, surveys) can populate.

Report History Tab

Every test report ever submitted against this assembly is listed on the Report History tab — in every status (In Progress, Submitted, Pending Payment, Accepted, Rejected).

The action button to the right of the "Report History" header:

+ Add Test Report — start a new test report

The table shows these default columns:

Column	What It Shows
Status	The current state of the test report
Result	Pass or Fail
Tested On	The date the test was performed
Updated Next Test Due	The Next Test Due that resulted from the report (if the report changed it)
Next Test Due At Acceptance	What Next Test Due was when the report was accepted

Click the gear icon above the table to show or hide columns. Click any row to open that test report.

If no test reports exist yet, the table shows "No test reports found for this assembly."

Communications Tab

Every communication — auto-generated notices, letters, emails, and one-off logs — sent about this assembly is listed on the Communications tab.

The action button to the right of the "Communications" header:

+ Add Communication — log a one-time communication tied to this assembly

The table shows these default columns:

Column	What It Shows
Communication Type	The type/template used for the communication (for example, "1st Test Due")
Sent On	When the communication was sent

Click the gear icon above the table to change which columns are visible. Click a row to open the communication for full detail.

Compliance History Tab

The Compliance History tab logs every change to the assembly's Last Test Result, Last Tested On, or Next Test Due — either from an accepted test report or from a manual edit.

The table shows these default columns:

Column	What It Shows
Compliance Type	The kind of compliance (e.g., Assembly Test)
Compliant	A green check if that event reflected a compliant state; a red X if it didn't
Compliance Date	The Last Tested On value as of that event
Expiration Date	The Next Test Due value as of that event
Test Updated Compliance Expiration	A green check if the associated test report advanced Next Test Due; blank (or an ellipsis) if it didn't
Modified By	The user or system that triggered the change
Modified On	When the change occurred

If no compliance events have occurred yet, the table shows "No compliance history found for this assembly."

For the full reference on how to read each column and how the history relates to compliance rules, see Understanding Compliance History.

FAQ

Q: How do I get back to the list of assemblies from the detail page?

A: Click Assemblies in the breadcrumb at the top of the page (or in the left navigation).

Q: Why don't I see the Custom Properties accordion on some assemblies?

A: Custom Properties appear on every assembly in your organization (or none) — they're an org-level configuration. If the accordion is missing, your organization doesn't use custom fields. If you'd like to add some, contact your CSM.

Q: I want to see more columns on the Report History or Communications tab. How?

A: Each tab's table has a gear icon above it. Click the gear, check the columns you want to show, and click Apply.

Q: The Location card shows an address but the Location tab is blank. What does that mean?

A: If the Location tab appears empty or shows an Assign Location button, the assembly isn't linked to a location. Use Assign Location to link it to an existing property so location-specific info (address, contacts, surveys) can populate.