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Approving Test Reports

How testing companies and purveyors approve completed test reports

Angela avatar
Written by Angela
Updated over a week ago

Overview

Admin users can approve selected test reports that are pending review, or they can approve all test reports pending review at once. Test reports can be approved on the Review Completed Tests page (Review Completed Internal Tests page for purveyors) or on a specific Customer page. Click on the applicable link to go to the desired section below:


Approve Test Reports on the Review Completed Tests Page

1. Select Tests from the navigation menu.

2. Do one of the following:

  • If you're a testing company, select Review Tests.

  • If you're a purveyor, select Review Internal Tests.

3. To review completed tests by water purveyor, select a purveyor from the dropdown list; leave All water purveyors as the default to include all purveyors.

NOTE: Purveyors will see the Review Completed Internal Tests page.

4. Enter a Start Date and End Date or leave blank to include all dates.

5. Select a tester from the dropdown list or leave All testers as the default to include all testers. 

6. To review completed tests by test status, select Passed, Failed, Passed on Retest, or Unknown from the dropdown list; leave All tests as the default to include all test statuses.

7. Click Filter.

8. Do one of the following: 

  • To approve all test reports for all customers, click Select All at the top of the page. Scroll to the bottom of the page and click Approve Selected.

  • To approve a specific test report for a specific customer, expand the customer record. Select each test report you want to approve, and then click Approve. Repeat this process for each test report that you want to approve.


Approve Test Reports on a Specific Customer Page

1. Select Customers from the navigation menu. 

2. On the Customers page, select the customer related to the test report that you want to approve.

3. On the Customer page, scroll to Tests section, and then Pending Review section.

NOTE: Water purveyors will also see information for pending external tests and received external tests in this section.

4. Do one of the following:

  • To approve all test reports for all customers, click Select All at the top of this section, and then click Approve Selected at the bottom of the section.

  • To approve a specific test report, select the report and then click Approve. Repeat this process for each individual test report that you want to approve.

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