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Managing Your Certifications (Service Provider)

How to add, update, and delete your own certifications in SwiftComply, and how your master copy relates to the copies each authority holds.

Who this article is for: Service Providers

What this is about

Your certifications show that you're qualified to test backflow assemblies. To submit a test report, you need a certification that's valid on the test date. This article walks you through adding, changing, and removing them.

🏙️ Some cities require more than one type of certification. If you're not sure what your city needs, reach out to the city directly — they'll let you know which certifications to add to your profile.

Keeping your certifications up to date

You're responsible for keeping your own certifications current in SwiftComply. When you renew an existing certification or earn a new one, update your profile so your certifications are current when it's time to submit test reports.

Finding your certifications

  1. Click your name in the upper right corner of the page.

  2. Click Profile.

  3. Click the MY CERTIFICATIONS tab.

Each certification has its own card showing the Certification Number, Certifying Agency, Expiration Date, Certification Type, a Valid or Expired status, and a picture of the most recent certificate you uploaded. If you've uploaded more than one certificate image, a View History section on the card shows the earlier images with the date of each.

Your certifications and each authority's copy

Your certifications appear in two places:

  • MY CERTIFICATIONS: your own copies. You add, change, and delete these.

  • ORGANIZATION COPIES: the copy each authority keeps. Choose the authority from the Organization menu. The certifications section opens on this tab.

When you save a certification on MY CERTIFICATIONS, it is sent to every authority that accepts that certifying agency and allows updates from service provider users. An authority that doesn't allow these updates keeps its own copy; to change that copy, contact the authority.

Adding a certification

  1. On the MY CERTIFICATIONS tab, click Add Certification.

  2. Fill in the form (all fields are required):

    • Certification Number: the number printed on your certificate

    • Certifying Agency: the group that issued it

    • Certification Type: what kind of certification it is (the options depend on the agency you picked)

    • Expiration Date: when it expires

    • Certificate Image: a photo or scan of your certificate (PNG, JPG, or PDF, up to 32MB)

  3. Click Save. The Save Certification window lists the authorities the certification will be sent to. Click Save to confirm.

💡 If you already have a certification from the same agency and type, you'll see a Duplicate Certification warning that the existing certification will be overwritten. Click Continue to replace the old one, or Cancel to back out.

Changing a certification

  1. Find the certification card you want to update.

  2. Click the pencil icon on the card.

  3. Update what you need — for example, change the expiration date when you renew, or upload a new certificate image. The certifying agency and type can't be changed. A new image becomes the card's picture, and earlier images stay under View History.

  4. Click Update. In the Save Changes window, click Save to confirm.

Removing a certification

  1. Find the certification card you want to delete.

  2. Click the trash icon on the card.

  3. In the Delete Certification window, click Delete to confirm.

⚠️ Heads up: once a certification is deleted, you can't get it back. And if it was your only unexpired one, you won't be able to submit new test reports until you add another.

How certifications affect your test reports

  • The certifications offered on a test report are the authority's copies of yours, from the ORGANIZATION COPIES tab.

  • When you start a test report, the certification with the latest expiration date is selected for you. You can choose a different one.

  • The certification on a report has to be valid on the test date, so a report for a test you completed before a certification expired can still be submitted with that certification.

FAQ

Q: How many certifications do I need?

A: At least one that's valid on your test dates. Some cities require more than one type. Where an authority has set its required certifications, they're shown on the ORGANIZATION COPIES tab when you select that authority; otherwise, reach out to the city directly.

Q: Can an authority add certifications for me?

A: Yes. An authority's admin can add, change, or delete the copy that authority keeps, and it appears on your ORGANIZATION COPIES tab. Your own certifications on MY CERTIFICATIONS are still yours to keep current.

Q: What file types can I upload?

A: PNG, JPG, or PDF files, up to 32MB. A PDF shows an icon on the card instead of an image preview; click it to open the file.

Q: What happens when my certification is about to expire?

A: Renew it with your certifying agency, then update the expiration date and upload the new certificate on MY CERTIFICATIONS. The earlier image stays under View History. If none of your certifications is valid on a test date, you can't submit that test report until you add one that is.

Need help?

Start a chat with our support team and we'll walk you through it.

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