Overview
The Spring Startup option in Syncta allows you to keep track of the assemblies on which you will perform a startup in the spring. There are four steps in this process. Click on the applicable link to go to the related section below:
1. Indicate the customers who have a spring startup service
2. View the list of Spring Startup Customers
Select Spring Startup On Customer Page
1. On each Customer page, you can check the Spring Startup box to indicate that you will perform a spring startup service for this customer.
2. Go to the next section to continue.
View Spring Startup Customers
Depending on how you want to view spring startup customers, click one of the following links:
View the Spring Startup Customers Report
1. Select Reports from the navigation menu.
2. On the Reports page, scroll down to the Customers section and then click Spring Startup Customers.
NOTE: You can also save this report as an Excel or .CSV file. Simply click the icon to next to the report to open and save it.
The Spring Startup Customers report shows a list of the related customer names, along with their contact information.
3. You can then schedule tests for these customers so you can perform a spring startup service. Go to Schedule Tests for Spring Startup below to continue.
View Winterization Customers Via Search
1. Click the magnifying glass at the top of any page.
2. On the Search page, do the following:
Results Type: Select Customers from the dropdown list.
Winterized: Select Winterizing customers only from the dropdown list.
Select other filters as desired.
NOTE: Purveyors will see additional options on the Search page.
3. Click Refresh to view the results.
The list of winterized customers appears in the results below.
4. You can then schedule tests for these customers so you can perform a spring startup service. Go to Schedule Tests for Spring Startup Customers below to continue.
Schedule Tests for Spring Startup Customers
Due to limitations in Syncta, you must schedule tests for a customer's assembly if you want to add them to a route, even if you're not planning to test the assembly. There is no way to schedule work outside of creating a test.
There are two ways that you can schedule a test:
NOTE: This option is useful if your spring startup customers are also winterization customers.
Schedule Tests Using the Spring Startup Customers Report
1. To schedule a test from the Spring Startup Customers report, click on a customer link in the report to open their Customer page, and then schedule the test as normal. See our article about scheduling a test to learn more.
2. Repeat this process for each spring startup customer for whom you want to schedule a spring startup service.
3. Once you have scheduled these tests, you can add them to routes as desired. See our article about adding tests to a route to learn more.
4. Go to the Handle Spring Startup Tests section below to continue.
Schedule Tests for Spring Startup Customers on the Search Page
Many customers that have the spring startup service also have the winterization service. If this is the case for your customers, it might be faster to schedule your spring startup customers using the winterization filter on the Search page.
NOTE: You will use the winterization filter because Syncta doesn't have a spring startup filter on the Search page.
1. To schedule tests for spring startup customers from the Search page, do the following:
Results Type: Select Assemblies from the dropdown list.
Winterized: Select Winterizing customers only from the dropdown list.
Select other filters as desired.
2. Click Refresh to view the results.
3. Do one of the following to select the assemblies that you want to schedule:
To select individual assemblies, check the box next to each assembly.
To select all assemblies on this page, check the box next to the Results column at the top of the results area.
To select all assemblies on all pages, check Select Assemblies From All Pages at the bottom of the page.
4. Click Schedule Tests For Selected Assemblies.
5. On the Schedule Tests page, fill in the information as you normally would, and then click Schedule Tests.
NOTE: See our article about scheduling tests to learn more.
6. Now that you have scheduled these tests, you can add them to routes as desired. See our article about adding tests to a route to learn more.
7. Go to the next section to continue.
Handle Spring Startup Tests
There are two different ways that you can handle spring startup tests in Syncta. Click on the appropriate link to go to the desired section below:
Delete Test After Spring Startup
1. Open the Customer page related to the test you want to delete.
2. Scroll to the Tests section, and then find the test you want to delete in the In Progress section.
3. Click the trash can icon to delete this test.
4. When the confirmation popup appears, click OK to continue.
A confirmation message verifying that the test was deleted appears at the top of the page.
Complete Test Without Submitting It to the Purveyor (Testing Companies Only)
1. On the Perform Test page, do the following:
Add an Internal Comment that the spring startup service is complete.
Check the Bypass Validation box in order to complete the test without adding results.
Click Complete Test.
2. On the Review Tests page, find the completed test, and then click Approve.
3. On the Submit Tests to Water Purveyor page, find the water purveyor related to test you just approved.
4. Click the arrow on the right side of the Tests to be submitted section to expand it.
5. Find the approved test for the applicable water purveyor, and then click Don't Submit next to it to ensure that this test isn't submitted to the purveyor.
NOTE: If you have more than one test, check the box next to each test you don't want to submit, and then click Don't Submit Selected Tests at the bottom of the page.
6. When the confirmation popup appears, click OK to continue.
A confirmation message verifying that the test was deleted appears at the top of the page.
