We've made changes to SynctaOne and to our recently redesigned submission portal. Read below for more detailed information about the recent changes.

We have improved matching for SynctaOne submissions that occur between a testing company that uses Syncta and submits to a water purveyor that also uses Syncta. The different matching methods are described below. See our article about submitting test reports to a purveyor that also uses Syncta to learn more.

1. When a tester submits a test to a purveyor that also uses Syncta, SynctaOne looks for a matching assembly in the water purveyor's system based on the assembly's serial number or Syncta ID.

2. One of the following occurs:

3. If the submitted test only contains a serial number for the assembly but no Syncta ID, SynctaOne verifies that there is only one assembly in the water purveyor's system with that serial number; otherwise, a problem submission is created for the tester to fix and resubmit it to the water purveyor.

4. If the tester does not have the correct serial number or know the Syncta ID, they may need to ask the water purveyor for the correct serial number or Syncta ID. If it is for a new assembly, the water purveyor must first create it on their side with the same serial number the tester is trying to submit with or provide the tester with the Syncta ID that is created in the purveyor's system after the new assembly is created.

When a tester edits an assembly in their system and they add a Syncta ID and save the assembly, SynctaOne will automatically check to see if the Syncta ID is valid for the water purveyor. If it is not, Syncta will show an error stating this. Double check to make sure that the Syncta ID you entered is correct; if it is, contact the water purveyor for assistance.

Suggested changes in the water purveyor's system will only show changes related to assembly information; there will no longer be suggested changes related to the customer or service location changes. See our article about reviewing suggested changes in Syncta to learn more.

Testers in a submission portal can now enter an email address for the customer when entering test results.

If a submission portal user enters an email address while submitting a test, the system will automatically check to see if that email address exists in the customer record.

If an email address exists, no changes are made. If it does not, the system will add the email address and create a suggested change for the water purveyor to approve or remove in Syncta.

If the purveyor has set the Email Customer Test Reports field on the Manage Company page to Yes, the customer's email address will receive a copy of the PDF test report when the test results are accepted.

The Cart and Payment Info pages are now shared by an entire testing company. All Admin users within the same company will be able to see the same tests in the cart and will be able to use the same credit card when checking out.

The Technician and Admin roles in the submission portal have been updated.

Previously, submission portal users could not update their gauge calibration date and expiration date, nor could they update their certification number and expiration date; the fields were visible, but no information could be entered. Now, a user can update the calibration date and/or calibration expiration date for their gauge, and they can update their certification number and/or expiration date. In both cases, the user will be required to upload a copy of the supporting documentation. If they do not, they will receive an error when they try to save their changes.

If a user successfully updates their user or gauge information, an item will be created in the appropriate Pending Review section in Syncta based on the changes. The water purveyor can then review the uploaded documents and approve the change; the tester can still submit tests using the updated information before the water purveyor accepts the changes.

Users on mobile devices can now expand sections to see additional pieces of data that they were previously unable to see because of the small screen size. For example, on the Test Submission History page, mobile users can now see more information, and they can click an arrow to see additional columns that won't fit easily on one page of a mobile device.

Click the arrow to see more information below a record.

When a user creates a record for a replaced assembly in a submission portal, this creates two suggested changes: one that shows the old assembly and one that shows the replaced assembly. Now, it will be easier for water purveyors to see on the Suggested Changes page in Syncta which assembly is being removed and which one is being replaced. The removed assembly will link to the replaced assembly record, and the replaced assembly record will link to the assembly that is being removed. This allows the water purveyor to view detailed information about each assembly before accepting the suggested changes.