Overview
If you have an old assembly that needs to be replaced, you should first create a new assembly and then change the status of the old assembly from Active to Replaced.
IMPORTANT! If you need to submit test results for an assembly that will be replaced, you must submit the test results before changing the assembly's status from Active to Replaced. See our article about submitting test results for replaced assemblies to learn more.
Create New Assembly
1. Click in the Search area at the top of any page in Syncta, and then enter the serial number of the assembly you want to replace.
2. Click the assembly link to select it.
3. At the top of the Assembly Overview page, click the Copy button.
4. When the confirmation popup appears, click OK to continue.
The Add Assembly page opens, with most of the information from the old assembly copied into this new record.
5. Enter location information for this new assembly in the Assembly Location field.
6. Enter the Serial number of the new assembly.
7. In the Assembly Comment field near the bottom of the page, we suggest adding a note about the old assembly that this one replaces.
8. In the Install Date field, enter the date that this assembly was installed.
Information from the old assembly is automatically copied to the Last Tested At, Next Test Due, Testing Frequency, Notification Month, and Last Notified At fields.
9. Do one of the following in the Last Tested At, Next Test Due, and Last Notified At fields:
If this assembly has not been tested yet, delete the information in these fields. The first two will update automatically after you test the assembly. The Last Notified At date will update the first time you send a notification letter for this assembly.
If this new assembly has been tested, update the dates in these fields with the correct information.
10. If the Testing Frequency for this new assembly is different than the old one, select the correct frequency from the dropdown list.
11. If the Notification Month for this new assembly is different than the old one, select the correct month from the dropdown list.
12. Update other fields as needed, and then click Add Assembly at the bottom of the page.
You return to the Assembly Overview page for the old assembly.
Update Replaced Assembly Record
1. Click Edit at the top of the page.
2. Select Replaced from the Status dropdown list.
3. In the Assembly Comment field near the bottom of the page, we suggest adding a note about the new assembly that replaces this one.
4. Click Update Assembly to save this replaced assembly record.
Information for the new and replaced assemblies will appear on Customer and Service Location pages. Assemblies with an Active status can be tested using the three gears Test Assembly icon. Assemblies with the Replaced status cannot be tested and do not have this icon.
