Access: Service Providers
Overview: An extensive walkthrough on Tester Certifications - How to add, edit, and delete them as well as FAQ. Additionally, guidance on managing backflow tester accounts and certifications at a company level has been included.
Topics:
Adding a New Certification
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.
Click Profile to access your User Profile.
Scroll down the page to the "Certifications" section and click the grey Add Certification button. A form will open titled "New Certification".
Enter the certification information into the fields as found on the tester certification paperwork. For a breakdown of these fields, click here.
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
While logged into SwiftComply, navigate to the upper right-hand corner of the screen and click the Grey Down Arrow.
Click Profile in the drop-down menu.
Scroll down to the "My Certifications" section and locate the certification you'd like to delete.
Click the Green Pencil Icon in the upper right side of the certification.
Update the certification information as needed and click the green Update button.
Deleting a Certification
While logged into SwiftComply, navigate to the upper right hand corner of the screen and click the Grey Down Arrow.
Click Profile in the drop down menu.
Scroll down to the Certifications section and find the certification that you'd like to delete.
Click the green Pencil Icon in the upper right side of the certification.
Click the Grey Trash Can icon in the upper right side of the certification.
A pop-up will appear, and you’ll be warned about which organizations will receive those changes. Click Delete.
FAQ
How to See if My Certification Has Been Approved
While logged into SwiftComply, go to the Service Providers tab on the left navigation panel.
Click your Service Provider Company record you'd like to review.
Click the Users tab to see a list of users associated with your Service Provider company.
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.
County/City-Specific Considerations
While these instructions provide a general framework, always verify if your county or city has unique requirements or processes. For example, certain counties like Ventura County may have specific submission portals or additional compliance policies.
Adding a New Backflow Tester to Your Company Account
To add a second or additional backflow tester to your company account:
Register the New Tester Individually: The new tester must create their own user account in SwiftComply under your company (service provider).
Complete the Registration Form: The tester should access and fill out the tester registration form specific to your county or municipality. Generally, this form is available through your city’s SwiftComply registration portal.
Await City Approval: Once the registration form is submitted, the respective county or city must approve the tester’s registration. Ensure that all required documents are provided during the submission process.
Submit Test Reports: After approval, the tester will be able to log in and submit test reports linked to your company account.