Assemblies

Access: City Regulators

Overview:

Topics:

• Adding a New Assembly
• Checking for Duplicate Assemblies
• Editing an Assembly
• Adding a Test Report
• Viewing Assembly Report History

Adding a New Assembly

To add an assembly to an existing location select Locations from the Dashboard.

Once you're in the locations tab, select the Location you wish to view. That location's details will appear in a pop-up window.

When viewing the location details in the pop-up window select the Assemblies Tab to view that locations list of assemblies

Underneath the list of existing assemblies there is a green "Add Assembly" button. Click the Add Assembly button and a blank assembly form will appear in a new pop-up window.

Fill out the required fields and select Save.

Checking for Duplicate Assemblies

When adding an assembly to a location there is an option to Check Duplicates. Select this option to compare the serial number of the assembly you are adding to the database of existing assemblies. This avoids creating duplicate assemblies within the database.

If the assembly you are adding to the location does already exist you will be given the option to use the existing assembly, or continue with the one being created.

Editing an Assembly

To edit an assembly from an existing location first navigate to “Locations” from the Dashboard, and select the location with the assembly you wish to edit. That location's details will appear in a pop-up window.

In the pop-up window that appears select the Assemblies tab, and click the assembly that needs to be edited.

Once viewing the assembly, click the green pencil icon in the upper right hand corner to edit that assembly. 

When finished editing click Save.

Adding a Test Report

To add a test report to an assembly, from a current location’s page, navigate to the Locations section from the Dashboard, and select the location you want to edit. The location details will pop-up in a new window.

Select the Assemblies tab from the locations pop-up window and select the assembly that you wish to add a test report to. A pop-up window will appear with that assembly’s details. Underneath the assembly details is the “Add Test Report” button.

Select the Add Test Report button to add a new test report. You will be prompted to select a Service Provider, a Tester, and a Test kit before you are taken to the Test Report page.

Before selecting to Save or Save and Submit  a test report have the option to include an attachment. To include an attachment click the small paperclip icon in the upper right hand corner of the screen.

Fill out the required Test Report fields and select either Save to come back later and edit, or Save and Submit. Saving the report allows you to come back later and make changes. Submitting the report is more final.

You can navigate backwards through the test report that is being created by clicking on the tabs located at the bottom of the report. Once each section has been completed it is able to be selected from the bar at the bottom of the screen for review.

When finished and completed with the test report you will be asked to confirm that the information provided is correct.

After you have confirmed the information it will take you to the Test Report section of SwiftComply and you will have the option to Accept or Reject the report, View the report, or Download a PDF of the report.

Viewing Assembly Report History

To view a current location's assembly report history navigate to the Locations section from the Dashboard, and select the location with the assembly’s report history you wish to view.

Select the Assemblies tab from the locations pop-up window and select the assembly whose report history you want to view.

Select the Report History tab to view that assembly’s report history. Click on any report to be taken to that assembly's test report details in a new tab.