Who this article is for: Authority Users
Overview
When a tester submits a backflow hazard survey, it appears in your Surveys To Review queue on the Notifications tab. From there you can open each survey, review the responses and uploaded documents, and accept or reject it. This article walks through the review workflow starting from Notifications.
Where to Start: The Notifications Tab
Click Notifications in the left navigation.
Find the Surveys To Review row. The number next to it is your current backlog of submitted surveys waiting on review.
Click the open icon next to the number to jump to the Surveys list, pre-filtered to show only surveys in Submitted status.
đĄ You can also reach this list by clicking Surveys in the left navigation and filtering by status.
Reviewing a Survey
From the filtered Surveys list, click a survey to open it.
The survey opens in a side panel, showing:
The location the survey was performed at
The surveyor (tester) who submitted it
Survey date and overall result (Pass / Fail)
Responses to each survey question
Uploaded documents â typically the survey form and any supporting images
Click through the responses and open any attached documents.
Accepting a Survey
Click Accept Survey.
The survey's status changes to Accepted.
The location's Last Survey Result and Next Survey Due columns on the Locations table update to reflect the accepted survey.
An entry is written to the location's compliance history.
Steps 3 and 4 happen only when the accepted survey is the location's most recent one by survey date. Accepting an older survey records it without changing the location's compliance.
You can accept a failing survey â it still counts as a completed survey for tracking purposes, but the result stays recorded as Fail.
Rejecting a Survey
Open the survey.
Click Reject Survey.
The survey's status changes to Rejected, and the tester is notified.
The tester can't edit or resubmit a rejected survey. Send Back Report returns a submitted survey to In Progress instead, so the tester can edit and resubmit it.
Rejecting does not update the location's compliance record.
Resetting a Survey
Reset to In Progress returns an already-processed survey to the tester for correction. It's available on accepted or rejected surveys submitted within the last 90 days.
Open the survey.
Click Reset to In Progress, then click Reset to In Progress again in the warning bar to confirm.
The survey goes back to In Progress. The tester can edit and resubmit it.
đ Reset to In Progress is not available for imported surveys. Surveys that were imported into SwiftComply rather than submitted through the app can only be corrected by editing the record directly. If you need help, contact SwiftComply support.
FAQ
Q: My Surveys To Review queue on the Notifications tab is large. Why?
A: The number counts every survey in Submitted status. A submitted survey stays there until someone accepts, rejects, or sends it back, unless SwiftComply has turned on Auto Accept for surveys for your organization.
Q: I accepted a survey with the wrong result. Can I fix it?
A: Click Reset to In Progress. This returns the survey to the tester, who can correct and resubmit. If the reset action isn't available (for example, because the survey was imported or was submitted more than 90 days ago), contact SwiftComply support.
Q: Does accepting a survey update anything about the assemblies at the location?
A: Accepting a survey updates the location's Last Survey Result and Next Survey Due â not individual assemblies. Assembly-level compliance is driven by test reports, not surveys.
Q: Where do I see survey history for a location?
A: Open the location from the Locations list. The location detail page shows survey history. See Understanding Survey Compliance at a Location for details.