Who this article is for: Authority Users
Overview
Locations in SwiftComply represent the physical properties where backflow assemblies are installed — a home, a commercial building, a municipal facility. Every location has address and account info, the contacts associated with it, the assemblies installed there, a communication history, any surveys performed, and a compliance history. This article covers the Locations list and the tabs on a location's detail page.
The Locations List
Click Locations in the left navigation.
By default the list shows Account Number, Name, Address, Device Count, Overall Compliance, Next Survey Due, Primary Contact, Phone, and Contact Email. Other columns, such as Active, City, State / Prov, and Postal Code, can be turned on from Table Columns.
Use the toolbar to configure the view:
Search — search across locations using the field dropdown in the search bar
Advanced Filter Builder (sliders icon)
Table Columns (gear icon) — show or hide columns
Export to CSV (download icon)
Click any location row to open its detail page.
Key Columns
Column | What It Shows |
Account Number | The billing account identifier (often matches the external billing system) |
Active | A green check for active locations |
Name | The location name |
Device Count | How many assemblies are installed at the location |
Overall Compliance | Whether the location's survey compliance is current. A red X means the last survey result is Fail or the Next Survey Due date has passed; three dots mean the location has no survey compliance data yet |
Adding a Location
Click Add Location in the top right of the Locations page.
Fill in the required fields:
Location Name
Address, City, State / Prov, Postal Code
Account Number (optional — used for billing sync matching)
Phone (optional)
Notes (free text)
Click Save.
Primary Contact isn't on the Add form. It's set by editing the location after contacts are linked on its Contacts tab.
Editing a Location
Click the location in the list to open its detail page.
On the Details tab, click Edit. The location's edit page opens.
Update the fields.
Click Save.
After you save, you return to the location's detail page.
The Tabs
The location detail page has eight tabs across the top: Details, Assemblies, Contacts, Communications, Surveys, Compliance History, Notes, and Attachments. The first six are described below.
Details
The Standard Properties fields: Name, Account Number, Address, Address 2, City, State / Province, Postal Code, Country, Phone, Primary Contact, Next Survey Due, Last Surveyed On, Last Survey Result, and Notes. Plus any Custom Properties fields configured for your organization, and state-specific fields if your state requires location-level data.
Assemblies
Every assembly currently linked to this location. Click an assembly to open it. For a walkthrough of an assembly's page, see Navigating an Assembly Record.
Contacts
Everyone with a contact record tied to this location. Who receives a generated communication is set on each communication: the Primary Contact when Use Primary Contact is checked, otherwise the contacts whose contact types match it. For the full contact workflow, see Managing Contacts within SwiftComply Backflow.
Communications
The communication history for this location — every notice generated, sent, or logged.
Surveys
Hazard surveys submitted for this location, including status and result. For the full workflow, see Understanding Survey Compliance at a Location.
Compliance History
The timeline of changes to this location's survey compliance. Each entry shows the compliance type, whether the location was compliant, the compliance and expiration dates, who made the change, and when. For the full reference, see Understanding Compliance History.
Deleting or Inactivating a Location
The Delete button on a location's Details tab deletes it, after you confirm by typing the location's name. It's blocked while the location has open test reports or surveys (not yet accepted or rejected). Deleting a location unlinks its assemblies. To take a location out of active management without deleting it:
Open the location.
On the Details tab, click Edit.
Toggle Active off.
Save.
Inactive locations are hidden from the list by default; set the Active filter to show them. If the location has active assemblies, you're asked about them when you save; otherwise they keep their own status.
FAQ
Q: Why is my location's Device Count zero after I added an assembly?
A: The assembly wasn't linked to this location — it may have been added from the global Assemblies page without a location assignment. Open the assembly and use the Assign Location action in the Location tab of the assembly.
Q: Can I merge two duplicate locations?
A: There's no in-app merge. If you have two duplicate locations with separate assemblies, you can move all assemblies to one location (using Change Location on each assembly) and then inactivate the empty duplicate.
Q: Why is the Overall Compliance column showing "..." for some locations?
A: Those locations have no survey compliance data yet: no survey has been accepted and the survey compliance fields haven't been set by hand. Once a survey is accepted, the column populates.
Q: How do I find locations that are missing a primary contact?
A: Use the Advanced Filter Builder and build a rule for Primary Contact is blank.