Who this article is for: Service Providers
Overview
Test reports are how Service Providers document backflow assembly tests in SwiftComply. This article walks through the full workflow -- from starting a new test report, selecting your service provider and equipment, filling out form fields, to final submission.
Starting a New Test Report
Click Test Reports in the left navigation menu.
Click the New Test Report button.
Search for the assembly you need to test, or its location (see the "Searching for a Location or Assembly to Test" article for details).
Select the assembly & location from the results and click Continue to Service Provider Selection.
Selecting Service Provider Details
After selecting an assembly, you will step through five sequential selection tables. Each table appears only after the previous selection is made.
Step | Table | Details |
1 | Choose a Service Provider | Click the row for your SP. If you belong to only one SP, it may auto-select. |
2 | Choose a Tester | The system will auto-select the logged-in user if they appear in the tester list for the selected SP. |
3 | Choose a Certification | Auto-selects the first available certification for the selected tester. |
4 | Choose a Test Kit | You must manually select a test kit from the list by its serial number. |
5 | Choose a Calibration | Auto-selects the calibration with the furthest expiration date. |
Once all five selections are complete, the Continue button appears. Click Continue to proceed to the test report form.
💡 If you change your Service Provider selection after completing later steps, all dependent selections (Tester, Certification, Test Kit, and Calibration) will be cleared and you will need to re-select them.
Filling Out the Test Report Form
The form is divided into sections. Navigate between sections using the Next button. The sections vary depending on the assembly type.
As an example, for an RP (Reduced Pressure) assembly, the sections are:
Location / Assembly Info
This section displays the address, assembly type, serial number, and other identifying details for the assembly under test. Review this information and click Next.
Any fields marked with an asterisk (*) are required. These fields may vary between cities depending on each jurisdictions program requirements.
Test Data
For an RP assembly, you will see:
RP Check Valve 1 -- Select a result such as Closed Tight or Leaked using the radio buttons. Enter the PSID.
RP Check Valve 2 -- Same radio options as Check Valve 1.
RP Relief Valve -- Select Opened, Did Not Open, or another applicable result. Enter the PSID.
For other assembly types (DC, PVB), the options differ:
Assembly Type | Fieldsets |
RP (Reduced Pressure) | Check Valve 1, Check Valve 2, Relief Valve |
DC (Double Check) | Check Valve 1, Check Valve 2 |
PVB (Pressure Vacuum Breaker) | Check Valve, Air Inlet |
Test Summary & Tester Info
Enter the date that the test was performed in YYYY-MM-DD format.
Select Pass or Fail to record the overall test result.
Fill in any other required details noted with an asterisk (*).
Tester Info (These details are read-only)
Service Provider Name - Auto-filled with your company name.
Service Provider Phone Number - Auto-filled with your company phone number.
Final Tester Name - Auto-filled with the tester who completed the report.
Certification Number - Auto-filled with your selected certification.
Final Test Kit Serial Number - Auto-filled with the serial number of the test kit used.
Test Kit Calibration Date - Auto-filled with the date the test kit was last calibrated on.
Uploading Supporting Documentation
You can upload files on any page while filling out the test report form, before submission.
On any page within the report, click the Paperclip icon in the upper right of the form.
Click Choose File to select a file from your device.
Use the dropdown to select the form field the file should be associated with (e.g., a specific question or section of the report).
Click the Upload button.
Repeat for additional files as needed. You can upload multiple files, each associated with a different form field.
Supported File Types and Limits
File Type | Accepted |
Yes | |
JPG | Yes |
PNG | Yes |
Maximum file size | 10 MB per file |
⚠️ You cannot add or remove documents after the report has been submitted. Upload all required files before clicking Save & Submit.
Submitting the Test Report
After completing all necessary fields, check the certification checkbox to confirm the accuracy of the report.
Click Save & Submit.
A confirmation dialog will appear. Click Yes to confirm.
The report status changes to either Pending Payment or Submitted depending on if your city charges for submitted passing tests or not.
💡 If you are not ready to submit, click Save (without Submit) to keep the report in In Progress status. You can return to it later from the Test Reports list.
What Happens After Submission
If Payment Is Required
Some authorities charge or each passing test report. If your authority requires payment for test report submissions:
After clicking Save & Submit, the report status changes to Pending Payment instead of Submitted.
Click Make a Payment and complete the payment process. (See the article “Paying for Completed Test Reports” for more details)
Once payment is confirmed, the report moves to Submitted status.
Review Process
After you submit a test report, it enters the authority's review queue. The typical review timeline is 1 to 3 business days, though this varies by authority.
Possible Outcomes
Status | What Happens |
Accepted | The report is approved. The assembly's compliance data updates automatically. |
Set Back to In Progress | The authoridy sends the report back and resets the status to In Progress. You will receive an email with a note explaining what needs to be corrected. You will be able to go back into the test report, edit, and then resubmit the same report. |
Rejected | The authority sends the report back with a reason for rejection. You will receive an email explaining what needs to be corrected. You will need to submit a completely new test report. |
Report Status Summary
Status | Meaning |
In Progress | Report has been saved but not submitted. You can still edit and upload files. |
Pending Payment | Report submitted but awaiting payment (if required by the authority). |
Submitted | Report sent to the authority for review. Read-only. |
Accepted | Authority has approved the report. Compliance data updated. |
Rejected | Authority has returned the report for corrections. You cannot edit a rejected report and must submit a new one. |
FAQ
Q: Can I edit a test report after submitting it?
A: If your reports status is still Pending Payment or Submitted, you can open the test report and click Reset to In Progress.
Q: What happens if I change my Service Provider selection partway through?
A: All dependent selections (Tester, Certification, Test Kit, Calibration) are cleared. You must re-select each one from the beginning of the selection flow.
Q: How does the system choose which calibration to auto-select?
A: The calibration with the furthest (latest) expiration date is automatically selected.
Q: Can I save my progress and come back later?
A: Yes. Click Save (not Save & Submit) to save the report as In Progress. You can access it later from the Test Reports list.
Q: Can I upload files after submitting a test report?
A: No. All file uploads must be completed before you click Save & Submit. Once submitted, the report is read-only.
Q: What file types are supported for upload?
A: PDF, JPG, and PNG files are supported, with a maximum size of 10 MB per file.
Q: How do I know if my report was accepted or rejected?
A: You will receive a notification. Accepted reports will update the assembly's compliance data automatically. Rejected reports will include a reason, and you can correct and resubmit.
Q: Can I associate multiple files with the same form field?
A: Each upload is associated with a form field using the dropdown selector. You can upload multiple files to different form fields on the same report.