Access: City Regulators

Overview: General Assembly Navigation

Topics:

To edit an assembly from an existing location first navigate to “Locations” from the Dashboard, and select the location with the assembly you wish to edit. That location's details will appear in a pop-up window.

In the pop-up window that appears select the Assemblies tab, and click the assembly that needs to be edited.

Once viewing the assembly, click the green pencil icon in the upper right hand corner to edit that assembly.

When finished editing click Save.

Every assembly record is now equipped with an assembly compliance history report. The compliance history includes the Next test due date, compliance date, and Last test compliance.

Compliance Date: This date is often the last test date. It is the date that the test report was entered into the system; and the date that the compliance logic calculated the next test due date.

Next Test Due Date: The date on which the assembly will remain in compliance. Assembly needs to be tested prior to this date to stay in compliance.

Last Test Compliance: This field indicates whether the last test was in compliance. Note that the last test may be in compliance but the assembly can be out of compliance if it is past due.

Note that you can manually adjust the compliance fields of the assembly by clicking the edit pencil icon, however, that may impact your assembly's ability to calculate compliance.

To add a test report to an assembly, from a current location’s page, navigate to the Locations section from the Dashboard, and select the location you want to edit. The location details will pop-up in a new window.

Select the Assemblies tab from the locations pop-up window and select the assembly that you wish to add a test report to. A pop-up window will appear with that assembly’s details. Underneath the assembly details is the “Add Test Report” button.

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Select the Add Test Report button to add a new test report. You will be prompted to select a Service Provider, a Tester, and a Test kit before you are taken to the Test Report page.
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Before selecting to Save or Save and Submit a test report have the option to include an attachment. To include an attachment click the small paperclip icon in the upper right hand corner of the screen.

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Fill out the required Test Report fields and follow through each section of the test submission process, selecting Next when finished with each section. You can also select Back to go back and review or edit a previous section.

When you reach the last page, select Save to come back later and edit, or Save and Submit. Saving the report allows you to come back later and make changes. Submitting the report is more final.

You can also navigate backwards through the test report that is being created by clicking on the tabs located at the bottom of the report. Once each section has been completed it is able to be selected from the bar at the bottom of the screen for review.

When finished and completed with the test report you will be asked to confirm that the information provided is correct.

After you have confirmed the information it will take you to the Test Report section of SwiftComply and you will have the option to Accept or Reject the report, View the report, or Download a PDF of the report.

To view a current location's assembly report history navigate to the Locations section from the Dashboard, and select the location with the assembly’s report history you wish to view.

Select the Assemblies tab from the locations pop-up window and select the assembly whose report history you want to view.

Select the Report History tab to view that assembly’s report history. Click on any report to be taken to that assembly's test report details in a new tab.

To delete an assembly first navigate to the Assemblies tab from the dashboard and select the assembly you want to delete and that assemblies details will appear in a pop-up window.

Once viewing the assemblies details, click the green pencil icon (edit icon) in the upper right hand corner. Scroll to the bottom of the assembly’s details and select Delete Assembly you will be asked to confirm.