Real-Time Training: Want to review and submit test reports now instead of reading about how to do it? Launch our live step-by-step walk through to review and submit tests now.
Overview
Any tests that have been marked as complete can be reviewed and approved individually, or they can be approved as a group. Completed tests can also be edited or denied, and a group of selected tests can be saved together as one PDF. Click on the applicable link to go to the desired section below:
Review Individual Tests
1. On the Dashboard, click Tests Ready to Review.
2. To review completed tests by water purveyor, select that purveyor from the dropdown list; leave this blank to include all water purveyors.
3. Enter a Start Date and End Date or leave blank to include all dates.
4. Select a tester from the dropdown list or leave All testers as the default to include all testers.
5. Select the test result type (passed, failed, passed on retest, or unknown) from the dropdown list or leave All tests as the default to include all test types.
6. Click Filter.
7. Review the summary test information for the first completed test; click the arrow to see more details.
8. Review highlighted internal comments to see if you need to take action prior to approving this test.
NOTE: Click the PDF icon to see detailed information for this test.
9. Do one of the following:
Approve: Click to approve this test, which moves it to the Submit Tests page. See our article about submitting tests to water purveyors to learn more.
Edit: Click to update test results as desired on the Perform Test page, and then click Save Test. When you are finished, you return to the Review Completed Tests page, where you can approve this test.
Deny: Click if you do not approve this test. This test moves into the Exceptions section of this page. See Review Exceptions below for information about how to handle exceptions.
10. Repeat steps 7-9 for each individual test that you want to review.
Review a Group of Tests
1. On the Dashboard, click Tests Ready to Review.
2. To review a group of completed tests by water purveyor, select that purveyor from the dropdown list; leave this blank to include all water purveyors.
3. Enter a Start Date and End Date or leave blank to include all dates.
4. Select a tester from the dropdown list or leave All testers as the default to include all testers.
5. Select the test result type (passed, failed, passed on retest, or unknown) from the dropdown list or leave All tests as the default to include all test types.
6. Click Filter.
7. Do one of the following:
To approve all tests for all customers, check Select All at the top of the Pending Review section.
To approve all tests for one customer, click Select all for Customer for that customer.
To approve individual tests, check the box next to each test that you want to approve.
8. Scroll to the bottom of this section and click Approve Selected. These tests move to the Submit Tests page. See our article about submitting tests to water purveyors to learn more.
Save Selected Tests as PDFs
1. To save multiple test report PDFs into one file, check the box next to each test that you want to save.
2. Scroll to the bottom of the page, and then click Save Selected Report PDFs.
The report will be saved as a "combined reports" PDF in the Downloads folder on your desktop.
Review Exceptions
Any completed tests that were denied (rejected) are moved to the Exceptions section. Tests in this section must be reviewed individually. Similar to the Pending Review section, you can Edit or Approve a test in this section. You can also click the trash can icon to permanently delete this test.
