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Adding & Updating Tester Certifications
Adding & Updating Tester Certifications

How to add, edit, and delete tester certifications and how to see if your cert has been approved by the city.

Updated over 7 months ago

Access: Service Providers

Overview: An extensive walkthrough on Tester Certifications - How to add, edit, and delete them as well as FAQ.

Topics:

Adding a New Certification

  1. While logged into SwiftComply, navigate to your User Profile by going to the upper right hand corner of the page and clicking the Grey Down Arrow. This will open a drop-down menu.

  2. Click Profile to access your User Profile.

  3. Scroll down the page to the "Certifications" section and click the grey Add Certification button. A form will open titled "New Certification".

  4. Enter the certification information into the fields as found on the tester certification paperwork. For a breakdown of these fields, click here.

  5. Click the green Save button to save the new information.

    Please Note: While the status of your certification will show "Valid", your certification will need to be approved by your city/regulator before you can submit tests. To learn how to see if your certification has been approved, click here.

Certification Fields Overview

Field

Description

Required/Optional

Certification Number

The Tester's personal certification ID number

Required

Certifying Agency

The authority that the certification was issued by (ABPA, ASSE, etc.)

Required

Expiration Date

The date that your certification will expire

Required

Certification Type

Only one option here - Backflow Prevention Assembly Tester

Required

Certificate Image

A digital copy of the tester certification. Can be .jpg, .jpeg, .pdf, or .png

Required

Editing a Certification

  1. While logged into SwiftComply, navigate to the upper right hand corner of the screen and click the Grey Down Arrow.

  2. Click Profile in the drop down menu.

  3. Scroll down to the Certifications section and find the certification that you'd like to delete.

  4. Click the Green Pencil Icon in the upper right side of the certification.

  5. Update the certification information as needed and click the green Update button.

Deleting a Certification

  1. While logged into SwiftComply, navigate to the upper right hand corner of the screen and click the Grey Down Arrow.

  2. Click Profile in the drop down menu.

  3. Scroll down to the Certifications section and find the certification that you'd like to delete.

  4. Click the green Pencil Icon in the upper right side of the certification.

  5. Click the Grey Trash Can icon in the upper right side of the certification.

  6. A pop up will appear and ask if you're sure you want to delete this, click OK.

FAQ

How to See if My Certification Has Been Approved

  1. While logged into SwiftComply, go to the Service Providers tab on the left navigation panel.

  2. Click your Service Provider Company record you'd like to review.

  3. Click the Users tab to see a list of users associated with your Service Provider company.

  4. Scroll until you find your name, and view the "Status" column. If the status is Approved, your certification has been approved by your city/organzation.

Can I Update a Certification of Another User?

No, each Tester will need to log into their own account and update their certifications, even if they're not submitting their own tests.

Who should I reach out to if my Certification Hasn't Been Approved?

If you've been waiting more than 2-3 business days for your certification to be approved, reach out to your city/regulator directly. They will be able to go into the system and approve your certification.

Should I update my certification or should I add a new one?

As a best practice, the SwiftComply team recommends updating your certification record instead of adding a new record when possible. The only time you'll need to add in a new certification record is if your certification number changes, or if it's a different certification type.

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