We have a variety of notifications to keep you up to speed on the important details that need immediate attention. Below is a list of review notifications we currently offer. Click on a specific notification to learn more:
Assemblies to Review: NEW assemblies added by Service Providers pending acceptance.
Locations to Review: Review NEW backflow assembly locations pending acceptance.
Test Reports/Surveys to Review: Accept, Deny, or reset newly submitted test reports.
Service Providers Users to Review: Approve new SPUs for test submission.
Test Kit Calibrations to Review: View newly added test kit calibration pending acceptance.
Assemblies to Review:
This notification shows new assemblies added by a Service provider awaiting approval. To clear this notification, first, select the assembly from the list. After reviewing the assembly information for accuracy you may click the green "Accept Assembly" button at the bottom of the menu to add the assembly to the organization.
Tips: Assemblies should be reviewed to ensure there are no duplicates added to your system. Read our knowledge base article here to learn more about duplicate assemblies.
Locations to Review:
This notification shows pending assembly locations that have been added by the Service provider and are awaiting approval. To clear this notification you can click the green"Accept Location" button to add the location to the organization profile.
Tips: This notification is good for spotting duplicate locations added to your system!
Test Reports/Surveys to Review:
This notification displays submitted test reports from service providers. To clear this notification you can select from the three options below.
Accepting Report/Survey: This action confirms the test report as compliant with city standards and regulations. No notifications will be sent with this action.
Reject Report/Survey: This action rejects the entire test report. You may use this option for duplicate reports or a tester with invalid certification. This action sends a notification to the tester that the report has been rejected.
Send Back Report/Survey: This action sends the report back to the service provider for additional information for re-submission. You may choose this option to send back reports for more clarity or information. This action sends a notification to the tester that the report has been sent back for review.
Tips: You can download the selected test report by clicking the "Download Report" to get more details of the tester and review submitted values.
Service Providers Users (SPU) to Review:
This notification will alert you of Service Provider Users(SPU) statuses that require approval. When an SPU is onboarded, they are placed in "Pending" status until they are "approved" to submit test reports.
This additional feature was added to prevent expired certification or unauthorized users from submitting test reports. To clear this notification visit or knowledge base article on approving service providers users here.
Test Kit Calibrations to Review:
This notification will notify you of test kits added by service providers and are pending approval. As an Org user, you may accept or reject a test kit if it is expired or needs re-calibrations. To clear this. notification, visit the calibrations page, and click on the magnifying glass icon to see the calibration document. After reviewing the document you can "Accept" or "Reject" test kit calibrations.
To learn more about approving test kits feel free to visit our knowledge base article here.