Who this article is for: Service Provider Users
Overview
Test kits are the physical devices testers use to measure backflow assembly performance. Before a tester can submit a test report, they must register their test kit in SwiftComply and have an accepted calibration on file. This article explains how service providers add test kits during the test report flow, and how authority users can view test kit information.
Adding a Test Kit
Test kits and calibrations are managed within the service provider record.
Navigate to the Service Providers tab.
Click and open Service Provider details.
Open the Test Kits tab.
Select Add Test Kit
Fill out Test Kit details:
Field | Required | Description |
Serial Number | Yes | The unique serial number printed on the physical device (e.g., SN-48291) |
Make | Yes | The manufacturer of the device (e.g., Mid-West Instrument, Watts) |
Model | Yes | The model number of the device (e.g., 845-5, TG-5) |
Description | No | Any additional details you’d like to note for your own records |
Assigned To | No | The Backflow Tester that uses this test kit (if it’s not shared) |
Notes | No | Any additional notes you’d like to add |
5. Click Save
📝 After adding a new test kit, you must submit a calibration report for it. The calibration must be accepted by the authority before the test kit can be used on test reports. See the Test Kits & Calibrations Overview article for details on calibration requirements.
Submitting a Calibration After Adding a Test Kit
Once the test kit is added, you need to submit a calibration:
Within the Test Kit record, click the Calibrations tab.
Scroll down and select Add Calibration.
Enter calibration details into the required fields
Field | Required | Description |
Calibration Date | Yes | The date that the test kit was calibrated on |
Accuracy Test Date | No |
|
Reporter | Yes | The person submitting the details for this test kit |
Test Kit Image | Yes | A scanned image of your calibration documentation |
4. Once submitted, the test it will show Pending. The city will need to review and approve the calibration before a test report can be entered. Once approved, the status of the calibration will change to Valid, and it will be available to select when submitting a test report.
Viewing Test Kits
Service Provider users can view test kits associated with service provider companies:
Click Service Providers in the left sidebar.
Click the Service Provider that you’d like to review.
Select the Test Kits tab.
View the list of equipment information:
Field | Description |
Assigned To | The Backflow Tester that uses this test kit (if it’s not shared) |
Make | The manufacturer of the test kit |
Model | The model of the test kit |
Serial Number | The unique identifying number of the test kit |
Compliant | Check: In compliance X: Non-compliant … : Pending Approval or No Calibration on file |
FAQ
Q: Where do I add a new test kit?
A: Test kits are added within the Service Provider record. Click the Test Kits tab within the Service Provider record, then click Add Test Kit.
Q: Can I use a test kit immediately after adding it?
A: No. After adding a test kit, you must submit a calibration report for it. The calibration must be accepted by the authority before the kit can be used on test reports.
Q: Can I delete a test kit?
A: Only if the test kit has no associated test reports or calibrations. If it has been used on any report or has a calibration on file, it cannot be deleted.
Q: What happens if I select a different test kit during the test report flow?
A: The calibration selection is cleared automatically and the system will display the calibrations available for the newly selected kit, auto-selecting the one with the furthest expiration date.
Q: What happens if my test kit has no accepted calibration?
A: You cannot submit a test report using that test kit. You must first submit a calibration report for the kit, and the authority must accept it before you can proceed.
Q: Can I use a calibration that is in "Submitted" status?
A: No. Only calibrations with Accepted status are valid for test report submission. Wait for the authority to review and accept your calibration before attempting to submit a test report.
Q: How does the system choose which calibration to use?
A: When you select a test kit, the system auto-selects the accepted calibration with the furthest expiration date. You can manually select a different calibration if needed by clicking on its row in the calibration table.