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Adding a Service Provider Users(SPU)
Service Provider Users (SPU) are users who are connected to a specific Service Provider, or Testing, company if that information is available. You can locate an SPU service provider through the "Choose Service Provider" button below. If SPU's service provider is not on file, visit our knowledge base section with instructions on adding a new service provider here.
To begin adding an SPU, click the green add users button as shown above. Next, select the Service Provider user type as shown below.
Service provider users have an Allow Login Access? checkbox as well. Checking this box allows testers, or service provider users, to login to a boiled-down version of the system and submit digital test reports.
When finished filling out all relevant information select the green Save button to finalize the new user.
Adding Service Provider User's Certification
All service provider's users must have a valid certification to submit reports. To add a certification to an SPU, first, locate the already created SPU profile in the search tab.
Next, click the certification tab on the right side of the profile. Here you will find the "Add Certification" button to add certification.
Lastly, fill out the requested details and upload an image file of valid certifications for records. Next, click the green Save button to finish processing. If the certification is valid you should get a green VALID status. An expired certification will be flagged with EXPIRED status and SPU cannot submit test reports until a valid certification is uploaded.
Tips: Make sure you enter the correct certifying agency and certification type. This cannot be edited once certification has been successfully processed.
Editing SPU Certification
If you need to make changes to your certification, you can do so by going to the SPU profile you wish to edit and click the “Certifications” tab.
In this section, you’ll see the certifications you’ve entered into the system. To edit information in your certification, click the pencil in the upper right-hand corner of your cert.
Clicking the pencil will allow you to edit all of your certification information. Once you’re done editing, click the green Update button to save the new information. When the certification is updated, the city will receive the updates and approve them. The Tester will not be able to submit a test after the original certification expiration until the city approves the certification changes.
Tips: Users must have an active, up-to-date certification in the system in order to successfully submit a test.
Approving a Sevice Provider User
Next is validating an SPU. After adding an SPU profile they will remain in "Pending" status unless approved. To approve an SPU tester click the green "Approve Until Specific Date" as shown below and select a date you wish to keep the user account active. Ideally, you will want this date to match SPU's backflow certification expiration date. If SPU is an Admin, feel free to approve up to 10 years.
Tips If SPU is a tester then they will need a valid test kit and calibration on file to submit test reports. To learn more, visit our knowledge base section here to complete the SPU tester profile.