SwiftComply

How-to articles for Backflow Authority Users

Authority Users

Learn how to add a new backflow assembly, edit its details, and set it to inactive in SwiftComply.

Adding, Editing, & Inactivating an Assembly

How to move assemblies between locations and replace assemblies in SwiftComply Backflow.

Moving and Replacing an Assembly

How to navigate an assembly record — the header, info cards, and the seven tabs on the detail page.

Navigating an Assembly Record

A complete walkthrough of the Assemblies table — search, filters, advanced filter builder with groups, saved views, columns, and CSV export.

Searching, Filtering, & Exporting Assemblies

The Overall Compliance statuses for a backflow assembly, where you see them, and what determines which one shows.

Understanding Assembly Compliance Status

How Custom Properties and State Report Properties work on assembly and location records, and how to update their values.

Using Custom and State Report Fields on Assemblies and Locations

How to upload, view, and manage files on an assembly record — including the Attachments tab, image carousel, and detail modal.

Managing Assembly Attachments

How to use the Notes tab on an assembly record — adding, editing, pinning, and deleting notes, and attaching files to notes.

Adding and Managing Notes on an Assembly

Assembly Management

What Auto Accept does, the checks it runs in order, and what to look at when a report you expected to auto-accept didn't.

Auto Accept Overview

Auto Accept

How Billing Sync imports data from your external billing system into SwiftComply and what to expect when running one.

Billing Sync Overview

Billing Sync

How to review testers, approve or deny them, and manage your organization's copy of their certifications in SwiftComply.

Managing Tester Certifications (Authority)

Certifications

How to create and edit Communication Types and Templates, including the full list of merge fields you can use in the body.

Building & Editing a Communication Type and Template

What batch communications are, when to use them, and how they differ from auto-generated notices.

Overview of Batch Communications

How to create a communication type and template specifically for use with batch communications.

Creating a Batch Communication Type and Template

Step-by-step guide to creating, generating, and sending a communication batch from the Assemblies page.

Creating, Filtering, and Sending a Communication Batch

How to send, download, or remove communications in the Unsent Communications queue.

Downloading, Sending, and Managing Unsent Communications

What generated communications are, why they're generated, and why they do not send automatically.

Overview of Communications

How to create a one-off communication log in SwiftComply using the Create Log button, for any notice that isn't driven by a generated Communication Type.

Sending a One-Time Communication

Communications

Learn how to add, edit, and manage contacts associated with locations in SwiftComply Backflow.

Managing Contacts within SwiftComply Backflow

Contact Management

How to search, filter, adjust columns, and export data on the Locations, Contacts, Test Reports, Surveys, and Communications tables.

Searching, Filtering, & Exporting Data

Data Management

Add authority users, edit their details, control their login access, and choose the right role for each user.

Adding & Managing Authority Users

Add SPF, DKIM, and DMARC records to your domain so SwiftComply Backflow emails are sent from your organization's email address.

How to Send SwiftComply Emails from Your Domain

How to add and manage Service Provider companies — the testing companies that submit test reports to your organization.

Adding & Managing Service Provider Companies

What each section of the Settings page does, what you can do yourself, and what requires a SwiftComply admin.

Navigating Organizational Settings

Learn how to navigate the SwiftComply dashboard, use widgets, and create custom dashboards.

Navigating the Dashboard

Getting Started

How to add, edit, and navigate location records, including the Assemblies, Contacts, Comms, Surveys, and Compliance History tabs.

Managing & Navigating Locations

Location Management

[Archived] What is Auto Accept?

How SwiftComply calculates Next Test Due dates and determines compliance after a test report is accepted.

Compliance Rules

How state reporting works in SwiftComply Backflow — the end-to-end flow, what to watch for, and how to keep your data accurate throughout the year.

How State Reporting Works in SwiftComply

A breakdown of the reports available in the Reporting area, what each one shows, and when to use it.

Reporting Options

How to view your state's backflow report in SwiftComply, resolve data quality flags, and save a copy for your records.

Running and Generating State Reports

What the Compliance History tab shows, the two places you'll find it (assembly and location), and how to read each entry.

Understanding Compliance History

What Next Test Due and Last Test Result mean, when they update, and how to find assemblies that need attention.

Understanding Test Due Dates and Last Test Results

Reporting & Compliance

[Archived] Updating Auto Accept for Individual Users

How to review, accept, and reset backflow hazard surveys submitted by your testers.

Reviewing and Accepting a Survey

Understand how survey compliance status and expiration are tracked at the location level.

Understanding Survey Compliance at a Location

Surveys

[Archived] How to determine if Auto Accept is Blocked

How to review and approve test kit calibration reports submitted by your testers.

Reviewing/Approving a Test Kit Calibration

Understand test kits, calibrations, and how they connect to backflow test reports.

Test Kits & Calibrations Overview

Test Kits & Calibrations

How to review, accept, reject, and reset test reports in SwiftComply Backflow.

Reviewing, Resetting, Accepting and Rejecting Test Reports

Test Reports

How to add, approve, and manage Service Provider user accounts — the testers who submit test reports to your organization.

Managing Service Provider Users

How tester approval works in SwiftComply Backflow — what it controls, how to approve or deny a tester, and what testers can do at each status.

How Tester Approval Works

Service Provider Users

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