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Replacing Assemblies in the Submission Portal

How testers can replace an assembly in a submission portal

Angela avatar
Written by Angela
Updated over a week ago

If a purveyor allows submission portal users to add assemblies in the portal, they can also replace assemblies. This article describes how to replace an assembly in a submission portal.

NOTE: If you do not see an option to replace an assembly in the portal, this means that the water purveyor does not allow it.

1. On the Dashboard of the submission portal, click in the Search bar and enter the serial number or Syncta ID for the assembly you want to replace; press [Enter] on your keyboard to continue.

NOTE: In the mobile app, click the magnifying glass to enter a serial number or Syncta ID, and then click Search on an Android device or Go on an iOS device.

2. Click Replace in the Assembly Overview section.

3. On the Add Assembly page, fill in the following required information for this replaced assembly:

  • Assembly Location: Enter the location of the assembly.

  • Assembly Type: Select an option from the dropdown list. For example, double check, RPZ, etc.

  • Manufacturer: Select an option from the dropdown list.

  • Model: Select the related model from the dropdown list.

NOTE: Options listed here are based on the USC list of approved assemblies. If you can't find a model you're looking for, please let us know.

  • Size: Select the assembly size from the dropdown list.

  • Serial: Enter the serial number of the assembly.

IMPORTANT! If any of these fields are blank, you cannot complete a test for this replaced backflow assembly!

4. Fill in the following optional information for this replaced assembly:

  • Needs Appointment: Check this box if the customer of this assembly requires an appointment.
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  • Assembly Comment: Use this to enter notes related to the assembly as needed.

NOTE: If a test report form was set up with specific code, these notes may appear on a PDF test form.

  • Install Date: Select a date from the calendar that this assembly was installed at the related service location.

  • Testing Frequency: Select how often this assembly should be tested from the dropdown list. For example, annually, quarterly, etc. This is also used to determine when the assembly is due to be tested and shown on the Upcoming Test page.

5. When you are finished making changes, click Save Assembly.

You are taken to the new Assembly page for this replaced assembly.

6. Click Test in the Assembly Overview section to complete a test for this new assembly.

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