How to Navigate and Manage Assemblies
Description: Learn how to find, view, edit, and manage backflow assemblies in SwiftComply — including test reports, compliance history, and deletion.
Who this article is for: Org/City Users
Overview
The Assemblies section is where you manage all backflow prevention devices in your system. From the list view you can search and filter every assembly, and from each assembly's detail page you can view compliance status, submit test reports, edit details, review history, and more.
Before you begin
You must be logged into your SwiftComply Org/City account.
Click Assemblies in the left sidebar to get started.
Finding an assembly
Click Assemblies in the left sidebar.
The list loads all assemblies in your system. Default columns include Assembly ID, Type, Make, Model, Serial Number, Address, Next Test Due, Last Test Result, and Overall Compliance.
Use the filter bar to narrow results by compliance status, due date, make, model, and more. Use Advanced Search for more complex queries.
Click any row to open that assembly's detail page.
Reviewing the assembly header
At the top of every assembly detail page you'll see:
The assembly's serial number and an Active or Inactive status badge
Four summary cards:
Compliance — last test result, last tested date, and next test due date
Location — the property name and address
Assembly — type, make, model, and size
Last Communication — the most recent communication sent for this assembly
A map of the assembly's address (if a location is assigned)
Breadcrumbs at the top let you jump back: Assemblies → [Serial Number]
Viewing assembly details
The Details tab opens by default and shows all assembly fields in three collapsible sections:
Standard Properties — Serial Number, Type, Make, Model, Size, Assembly ID, Installed On, First Recorded On, Next Test Due, Last Tested On, Last Test Result, Assembly Location, Comments
Custom Properties — any fields your organization has added
State Report Properties — state-specific fields (only shown if your state has them configured)
💡 Tip: Click any section header to collapse or expand it.
Editing an assembly
On the Details tab, click Edit.
Update any fields you need to change. Editable fields include:
Serial Number, Type, Make, Model, Size, Assembly ID
Installed On, First Recorded On, Assembly Location, Comments
Next Test Due, Last Tested On, Last Test Result
Active status
Any Custom Properties and State Report Properties your org has configured
Click Save when finished.
A green confirmation banner will appear and you'll be returned to the assembly detail page.
⚠️ Note: If the assembly is pending review (Accept Assembly button is visible), saving your edits will automatically accept it.
⚠️ Note: Installed On and Assembly Location can only be saved if the assembly is assigned to a location. If the assembly has no location, a warning will appear and those fields will not be saved.
Adding a test report
You can start a new test report directly from the assembly in two places:
On the Details tab, click Add Test Report
On the Report History tab, click Add Test Report
Both take you to a new test report pre-linked to this assembly.
Viewing report history
Click the Report History tab.
The table shows all test reports for this assembly, including Result, Status, Tested On, Updated Next Test Due, and Next Test Due At Acceptance.
Click any row to open that test report.
If no reports have been submitted yet, the tab will display: No test reports found for this assembly.
Viewing compliance history
Click the Compliance History tab.
The table shows every change to this assembly's compliance record, including Compliance Type, Compliant, Compliance Date, Expiration Date, Test Updated Compliance Expiration, Modified By, and Modified On.
This is useful for auditing how and when compliance status changed over time.
Deleting an assembly
⚠️ Warning: Deleting an assembly is permanent. This action cannot be undone.
On the Details tab, click the Actions dropdown (the button with additional options next to Edit and Add Test Report).
Click Delete.
A confirmation dialog will appear. Type the assembly's serial number to confirm.
Click Delete to permanently remove the assembly.
After deletion, you will be returned to the Assemblies list.
💡 Tip: If you want to keep the assembly record but remove it from service, use Edit to set it to Inactive instead of deleting it.
Compliance status at a glance
The icon in the Compliance summary card tells you the assembly's standing:
Icon | Color | Meaning |
✓ Checkmark | Green | Last test passed and next test due is in the future |
🕐 Clock | Orange | Last test passed, but the next test due date has passed |
✗ X | Red | Last test failed |
— Dash | Grey | No compliance data on record |
Frequently asked questions
Why don't I see Assemblies in my sidebar?
Assemblies may not be enabled for your organization. Contact your SwiftComply administrator to request access.
What's the difference between deleting an assembly and setting it to inactive?
Deleting an assembly permanently removes it from the system and cannot be undone. Setting an assembly to Inactive keeps the full record — including test history and compliance data — but marks it as no longer in service. When in doubt, use Inactive.
Can I add a test report from the assembly page?
Yes. Click Add Test Report on either the Details tab or the Report History tab to start a new report pre-linked to that assembly.
Why won't my Installed On date or Assembly Location save when I edit?
These fields are tied to a location assignment. If the assembly has no location, they can't be saved. Assign a location on the Location tab first, then re-edit.
Why is the compliance icon a grey dash?
The assembly has no accepted test reports on record. Once a test report is submitted and accepted, the compliance icon will update.
Why is Replace not showing in the Actions dropdown?
Replace is only available when the assembly is assigned to a location. Assign a location on the Location tab first.