SwiftComply

Stormwater

How-to articles for Stormwater Authority Users

Authority Users

Connect ArcGIS Online with OAuth, add ESRI Feature Layers, and import structures or sites into SwiftComply.

Integrating ArcGIS and Configuring Map Layers

A tour of the Sites map view — pins, filtering, ArcGIS layers, and how to navigate to site detail pages.

Using the Interactive Map

How to use the Global Map in the CloudCompli mobile app to see all your stormwater assets across your portfolio on one interactive map.

Using the Global Map (Mobile)

Utilizing GIS & Mapping in your Stormwater program

GIS & Mapping

An overview of the Enforcement program — how case files, entries, and escalation levels work.

Overview of the Enforcement Program

How to create enforcement cases, add entries, set levels, and close cases.

Creating and Managing Enforcement Cases

Managing enforcements in your Stormwater program

Enforcements

An overview of SwiftComply Stormwater — what it does, who uses it, how it's organized, and how to access it.

What is SwiftComply Stormwater?

A tour of the SwiftComply Stormwater Dashboard — counters, recently inspected sites, weather, map, and Jump to.

Navigating the Dashboard

How to add, edit, and manage user accounts in SwiftComply Stormwater.

Setting Up Your Organization and Inviting Users

How to log in to SwiftComply Stormwater with single sign-on (SSO) through Microsoft Entra ID or Okta, on the web and in the mobile app.

SSO Login

Roles in SwiftComply Stormwater — Administrator, Global User, Restricted User, View Only User, and Contractor.

Understanding User Roles

Use the Calendar to view and schedule events, set up recurring inspections, and sync with Google or Outlook.

Understanding the Calendar and Scheduler

Getting Started

How constituent monitoring works: monitoring locations, events, records, and how monitoring data flows into reports.

Understanding the Monitoring Program

How to add monitoring locations, enter monitoring records, and view flow meter data.

Setting Up Sites and Creating Monitoring Events

Logging precipitation events, qualifying event detection, and how SwiftComply integrates with NOAA, Aeris, and Weather Underground.

Precipitation Events and Weather Data Integration

Monitoring

Manage your notification preferences, create custom email templates, and view the email log.

Setting Up Notifications and Email Templates

See which addresses aren't receiving account email, why each one was suppressed, and how to reactivate a bounced address.

Finding and Reactivating Suppressed Emails

Set up forecast notifications that email a list of recipients when the NOAA forecast for your sites crosses your rain thresholds.

Setting Up Forecast Weather Notifications

Managing notifications in your Stormwater program

Notifications

How forms and reports work: field types, prepopulated data, composite fields, and the report status lifecycle.

Understanding Reports and Inspection Forms

How to create a new report, fill it out, save drafts with auto-save, and submit it.

Creating and Filling Out an Inspection Report

Submit a draft report, approve or disapprove submitted reports, and generate PDF exports.

Submitting, Approving, and Rejecting Reports

An overview of the Form Builder suite: what it includes, who can use it, and how to navigate the builder views.

Getting Started with the Form Builder

A tour of the Form Builder homepage and the three ways to create a new form.

Navigating the Form Builder Homepage and Creating Forms

How to build and edit a digital inspection form using the Input Builder — components, fields, layout, settings, and versioning.

Building Forms with the Input Builder

How to create a digital form and its matching PDF output from an existing PDF form.

Creating a Form and PDF Output from a PDF Upload

How to attach a form to site profiles so it's available for inspections at those sites.

Attaching Site Profiles to Forms

How to build, style, and configure a PDF output template using the PDF Builder's visual editor.

Designing PDF Outputs with the PDF Builder

How to edit a PDF output template directly in HTML and CSS using the PDF Builder's Code mode.

Editing Templates with HTML & CSS (Code Mode)

How to save, label, compare, and restore versions of a PDF output template.

Using Template Version History

How to email a report from the mobile app and ask each recipient to fill in part of it, by choosing a capture group per person in Recipient Settings.

Sending a Capture Group Request from the Mobile App

Build Education and Investigation forms in the Form Builder: pick the form type, attach shared components, and publish versions.

Building Education and Investigation Forms

Exporting and Downloading Data from SwiftComply Stormwater

Managing Reports & Inspections in SwiftComply Stormwater

Reports & Inspections

Tour of the customer-managed settings — users, BMPs, deficiency levels, statuses, tags, equipment, ESRI, and more.

Configuring Instance Settings

Track your field instruments in My Equipment, configure equipment types, and use equipment in inspection reports.

Managing Equipment

Configure compliance status types, learn how SSO is enabled, and how billing/subscriptions are managed.

SSO, Compliance Status Types, and Billing Settings

Setting up & configuring in the SwiftComply Stormwater program

Settings & Configuration

A tour of the Analytics modules — deficiencies, sites, BMPs, reports, enforcement, IDDE, and weather.

Understanding the Analytics Dashboard

Detailed views and exports for each analytics module: deficiencies, IDDE, BMPs, enforcement, and weather.

Viewing Deficiency, IDDE, BMP, Enforcement, and Weather Analytics

Learn how to bulk-download inspection reports as PDFs and export list data as CSV in SwiftComply Stormwater.

How to Export and Download Data in SwiftComply Stormwater

Analytics & Reporting

How the BMP database is structured, including BMPs, categories, effectiveness ratings, and how they're used.

Understanding BMPs and the BMP Database

How to add BMP implementations to a site, track effectiveness, and link them to deficiencies.

Adding BMP Implementations and Tracking Effectiveness

Choose the map marker each Management Practice (BMP) uses on your maps, from a library of shapes or your own uploaded icon.

Choosing a Map Marker for a Management Practice

Managing Best Management Practices in your Stormwater program

BMPs

An overview of the Construction program — features, fields, and how it tracks compliance at active construction sites.

Overview of the Construction Program

How to conduct inspections and log deficiencies on a construction site.

Managing a Construction Site (Inspections and Deficiencies)

How to log precipitation events, BMP installations, training activities, and sampling records on a construction site.

Logging Precipitation, BMPs, Training, and Sampling

Construction Program

What deficiencies are, their fields, statuses, audit trail, and where they appear in SwiftComply Stormwater.

Understanding Deficiencies

The full deficiency lifecycle — creating, setting levels, assigning, resolving, and emailing externally.

Creating, Assigning, and Resolving a Deficiency

How to add corrective actions, link BMPs to deficiencies, view the audit trail, and use public resolution links.

Tracking Corrective Actions, BMPs, and Audit History

Managing deficiencies in your Stormwater program

Deficiencies

An overview of the Industrial program — features and fields specific to industrial stormwater compliance.

Overview of the Industrial Program

How to conduct industrial inspections, manage SPCC plans, and log sampling and monitoring data.

Managing Inspections, SPCC Plans, and Monitoring

Industrial Program

How to create an investigation, document findings with events, record outcomes, and close cases.

Creating, Documenting, and Tracking Investigations

Investigations

What sites are in SwiftComply Stormwater — fields, programs, navigation, and how they tie everything together.

Understanding Sites

How to create new sites, edit existing ones, and use the bulk tag and compliance status editors.

Adding and Editing a Site

How to manage a site's compliance status, priority level, and tags — including bulk operations and admin configuration.

Setting Compliance Status, Priority, and Tags

Use the bulk tag editor, bulk compliance status editor, and CSV export to manage many sites at once.

Bulk Editing Sites: Tags, Compliance Status, and Export

How to upload files and images to a site, manage them with categories, and configure file categories.

Uploading Files, Images, and Exporting Site Data

View and edit a site's interactive map: BMP markers, monitoring locations, deficiencies, and ESRI overlays.

Using the Site Map (GIS)

Web addresses saved on a site's custom fields or an investigation's Reference Link field open in a new tab with one click.

Opening Links on Sites and Investigations

Managing Locations & Sites within the Stormwater program

Locations & Sites

Track permanent stormwater infrastructure: add assets and conduct inspections.

Municipal Fixed Assets (Adding and Inspecting)

Log field maintenance activities like sweeping, catch basin cleaning, and inlet maintenance against sites.

Municipal Field Activities (Sweeping, Catch Basin Cleaning)

Track street sweeping operations, material weights collected, and produce annual regulatory reports.

Sweeping Summary and Material Weights

Municipal Programs

Track stormwater BMPs at completed development projects — inspections, maintenance, and long-term effectiveness.

Managing Post-Construction BMP Inspections and Maintenance

Post-Construction Program

Track workplace and site safety compliance — inspections, training logs, deficiencies, and risk assessments.

Safety Program

Log municipal maintenance activities — sweeping, litter pickup, landscaping, spill cleanup — as a running entry log.

Good Housekeeping Program

Track public outreach activities required by MS4 permits — log presentations, workshops, school visits, and booth events.

Education Program

Small Programs

Manage Spill Prevention Control and Countermeasure compliance for facilities that store oil/petroleum.

SPCC Program

Manage stormwater outfalls — discharge points where water exits the storm sewer system into receiving waters.

Outfalls Program

Track individual stormwater structures (catch basins, inlets, manholes) within a site, with structure-specific deficiencies.

Structures Program

How to use the Structures List View to browse, filter, and work with all structures across your program.

Using the Structures List View

Specialty Programs

How to install the CloudCompli Power BI Analytics Development Kit (ADK) and connect Power BI to your data.

Power BI ADK: Setup

Reference for the data sets available through the Power BI ADK — query properties, column relationships, and API endpoints.

Power BI ADK: Datasets

Connecting SwiftComply Stormwater to outside tools and reporting platforms.

API & Integrations

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.