Onboarding Checklist

Overview

There are a couple of different ways that you can get started in Syncta - by using our self-guided walk throughs in the "Onboarding Checklist" in the Syncta app, or by following the articles in our "Getting Started With Syncta" section. Depending on your user role, the tasks that you need to complete will be slightly different. See the applicable section for your user role below for direct links to each task in your onboarding checklist.

Admin Users

• Updating Your Company's Information

• Updating Your User Information

• Adding Gauges

• Adding Test Prices

• Creating Test Validation Parameters

• Selecting a Test Report for a Water Purveyor

• Adding Users

• Performing a Test With Xpress Test

• Reviewing Completed Tests (Testing Companies)

• Submitting Test Reports to Water Purveyors

Office Users

• Updating Your User Information

• Adding Gauges

• Adding Test Prices

• Selecting a Test Report for a Water Purveyor

• Adding Users

• Performing a Test With Xpress Test

• Scheduling Tests

Technicians

• Updating Your User Information

• Adding Gauges

• Performing a Test With Xpress Test

Water Purveyors

• Setting Up Your Company's Information

• Adding Users

• Adding Gauges

• Adding External Companies

• Adding External Users

• Adding External Gauges

• Adding Hazard Types

• Adding Location Types

• Adding Customers

• Adding Service Locations

• Creating Test Validation Parameters

• Adding Backflow Assemblies

• Testing Backflow Assemblies

• Reviewing Completed Internal Tests (Purveyors)

• Adding a Survey Certification Number to a User Profile

• Conducting Surveys