Overview

If you are a water purveyor and have testers who use your submission portal, you can control what search criteria they use to look up an assembly record. When users add or update certain information in the portal, you can also decide whether or not their changes can be published immediately, or if you need to approve them first.

There are three default options on this page that allow users to:

  • Search by service address (in addition to an assembly's serial number or Syncta ID)

  • Add new service locations (and related customers if not found)

  • Edit assembly information and submit tests for the updated assembly without prior approval by the purveyor

To change any of these default options, continue to the next section for more information.


Enable Submission Portal Options

1. Select Administration from the navigation menu, and then select Portal Options.

2. On the Manage Portal page, select the following options as desired:

  • Enable Advanced Search On Tester Portal: Select Yes to allow submission portal users to search by service location address.

  • Enable Location Creation On Tester Portal: Select Yes to allow submission portal users to create new service locations (and related customers if not found).

3. Select one of the following from the Require Approval Before Publishing Changes Made To Existing Assemblies dropdown list:

  • No: Updates to existing assemblies by submission portal users will go into effect immediately and do not need to be approved by you first. Users can also test updated assemblies, which you must still review on the Suggested Changes page.
    Note: You can still review assembly changes on the Suggested Changes page and accept/reject them as needed. A rejected change will be reverted.

  • Yes: Updates to existing assemblies by submission portal users will not go into effect until you approve them on the Suggested Changes page. If the assembly type is not already set in the submission portal, the tester cannot complete the test in the portal until you approve the suggested change for the assembly type. All other assembly changes will not prevent a tester from completing a test in the portal.

Note: The changes described for this field do not affect new assemblies.

4. Scroll to the bottom of the page and click Save Portal Options.

Submission portal users can now utilize the options that you updated here.


Reviewing Suggested Changes

When submission portal users add new service locations (and related customer records if applicable) and/or edit assembly information, these changes will appear as Suggested Changes in Syncta. Click below for more information about reviewing these changes.

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