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Submitting a Survey

How to submit a backflow hazard survey in SwiftComply from the tester portal.

Who this article is for: Service Providers (Testers)

Overview

When your water purveyor has authorized you to perform backflow hazard surveys, you submit the survey directly in SwiftComply from the Surveys section. This article walks you through the full flow — from finding the location, to uploading your survey document, to submitting it for the authority's review.

Before You Begin

  • You must be logged in as a service provider user for the authority whose territory the location is in.

  • Your tester credentials (certifications, any required calibrations) should be up to date — though surveys typically don't have the same certification requirements as test reports, some authorities require a survey certification.

  • Have your completed survey form ready to upload (typically a PDF or image file).

Step 1: Start a New Survey

  1. Click Surveys in the left navigation.

  2. Click New Survey in the top right.

Step 2: Find the Location

  1. Use the search fields (Location Name, Location Address) to find the property.

  2. Click the search button.

  3. Select the correct location from the results list.

  4. If your authority allows tester-created locations and the one you need isn't in the list, click New Location and fill in the fields (Name, Address, City, State, Zip Code) to create it.

  5. Click Continue to Surveyor Selection.

Step 3: Confirm the Surveyor

  1. The surveyor list shows you (and any co-surveyors at your SP company if applicable).

  2. Click your name to select yourself as the surveyor.

  3. Click the continue button to proceed.

Step 4: Attach Your Survey Documents

  1. In the survey form, click Attachments under the section name.

  2. Add your survey file and any other documents your authority requires, such as photos or site sketches. You can attach PDF, DOC, DOCX, XLS, XLSX, CSV, JPG, JPEG, PNG or HEIC files up to 32 MB each. HEIC photos are converted to JPG when they upload. Each file shows Saved once it's attached to the survey. On the first page, files show Saves when you continue and are saved when you click Next.

  3. Click Close.

  4. Click Next.

📝 The survey form's sections and fields are set by your authority, so the pages you see, and the order of Steps 4 and 5, can differ from this article.

Step 5: Enter the Survey Date and Result

  1. Enter the survey date in YYYY-MM-DD format.

  2. Check the Pass checkbox if the survey passed (or leave it unchecked to record a failed survey, depending on your authority's conventions).

  3. Click Save & Submit. To keep your work without submitting it yet, click Save instead.

  4. Confirm by clicking Yes in the confirmation dialog.

What Happens After You Submit

  • The survey's status changes to Submitted.

  • It appears in the authority's Surveys To Review queue on their Notifications tab.

  • The authority reviews your submission and either accepts or rejects it.

  • If accepted, the location's Survey Compliance and Survey Expiration update based on your authority's rules.

  • If rejected, you're notified. A rejected survey can't be edited; to submit corrected results, you start a new survey.

FAQ

Q: How do I know if my authority supports tester-submitted surveys?

A: If your account has a Surveys section in the left navigation and a New Survey button, you can submit surveys for that authority. Some authorities restrict surveys to internal staff only — in that case you won't see these controls.

Q: I can't find the location I need to survey. What do I do?

A: First, try searching by address instead of name (or vice versa). If the location genuinely isn't in the system, check whether your authority allows you to create new locations. If the New Location button is visible, use it; if not, contact the authority to add the location before you can proceed.

Q: Can I save a survey mid-entry and finish later?

A: Yes. Each page is saved when you click Next, and on the last page you can click Save instead of Save & Submit. You can return to the Surveys list to find any saved (unsubmitted) surveys. Check the status column — anything in In Progress is still editable.

Q: I submitted the wrong file. Can I fix it?

A: Once a survey is submitted, it's read-only until the authority reviews it. If you realize you submitted the wrong document, contact the authority so they can send it back to you — you can then correct and resubmit it.

Q: How do I check which files are attached to my survey?

A: Open the survey from the Surveys list and click the FILES tab. Photos show as a gallery and documents are listed by file name.

Related Articles

  • Reviewing and Accepting a Survey

  • Understanding Survey Compliance at a Location

  • Submitting a Test Report

Related Articles
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