How_do_I_change_an_assembly_

How do I change the assembly properties?

You would edit the assembly properties when you need to update or correct information associated with a backflow assembly. This may include changes to the assembly type, manufacturer, model, size, serial number, location, install date, testing schedule, or status. Keeping assembly properties accurate helps ensure reliable testing records, proper compliance tracking, and correct reporting throughout the system.

 

Changing an assembly

1. Open Connect Backflow Management > Assemblies> Modify Existing Assemblies.

2. Enter an assembly ID, location number, or service address in the Assembly field, on the Lookup bar. Press Enter. You can also click F9 to search.

3. Verify the assembly that displays on the screen is the record you wish to change.

4. Now, you can update the record. If you need more information, use What's This? Help or use the field descriptions in the following sections.

5. Click Save (CTRL+S).

The assembly is updated.


Assembly model

What is the assembly model number? Click on the Assembly Model tab. From here you can add a new assembly model, or select a saved assembly model. 


Assembly sequence number

A new assembly sequence number is assigned to the assembly to differentiate the assembly when multiple assemblies are located at the same service address. If multiple assemblies do not exist at the service address, enter 1 as the Assembly Sequence Number.


Copy records

Use Copy (Shift+F7) to make a duplicate record. Then, you need to assign a new assembly ID, service address, and assembly sequence number.


Flow, above grade, confined, flood, and freeze

The flow is a measure of the water that passes through the assembly.

What is the assembly flow?  

  • Enter a value in the Flow field.

How far above the grade is the assembly situated?
  • Enter the distance between the assembly and the grade in the Above Grade field.

Is the assembly located in a structure? For example, a structure may be a box or covering.
  • Yes, the assembly is situated inside a structure. Select the Confined checkbox.

  • No, the assembly is out in the open. Leave blank the Confined checkbox.

Is the assembly protected against flood?
  • Yes, the assembly is protected against flood damage. Select the Flood Protected checkbox.

  • No, the assembly is not protected against flood damage. Leave blank the Flood Protected checkbox. 

Is the assembly protected against freezing?
  • Yes, the assembly is protected against freezing. Select the Freeze Protected checkbox.

  • No, the assembly is not protected against freezing. Leave blank the Freeze Protected checkbox.

Hazard type and level

Use the hazard type to characterize the risk of backflow occurring; for example, health or non-health. The hazard level refers to the risk associated with backflow.

Do you want to record a hazard type?

  • Yes, I want to record the hazard type. If you are selecting a hazard type that has been used before, use the Hazard Type drop-down list to find it. If you need to add a new type, click on the Hazard Type field and then type in the new type.

  • No, I do not want to record the hazard type. Continue to the next step. This information is optional.

Do you want to record the hazard level?

  • Yes, I want to record the hazard level. Select a value from the Hazard drop-down list.

  • No, I do not want to record the hazard level. Continue to the next step. This information is optional.

Location

The assembly location is the physical location of the assembly at the service address.

Do you know where the assembly located?

  • Yes, I know where the assembly is located. Enter the physical location of the assembly in the Assembly Location field. Include any information that will make it easier to find the assembly.  

  • No, I do not know where the assembly is located. Leave the Assembly Location field blank for now. You can use Assembly > Modify Existing Assembly to add this information later.

Lock/unlock fields

Use Restricted Fields to unlock a locked field. A locked field is disabled, which means users cannot make changes to the field's contents without first unlocking the field. Clicking the Restricted Fields button again will lock an unlocked field.

How do I restrict fields?

You can select which fields to restrict on the entry screen. After the field information is entered, the field is locked and the information in the field is view only. Click Options (F12) and then click the Select button to choose which fields to include on the Restricted Fields list.

How do I lock/unlock restricted fields?

You can lock fields to prevent users from making changes to the field value. A locked field has a gray background. If you need to make changes to a locked field, you can click the Restricted Fields button to unlock the field contents. An unlocked field has a white background and you can edit it.

Notification cycle

The notification cycle is the schedule for sending installation and testing notices.

Which notification cycle do you want to use?

  • Select a cycle from the Notification Cycle drop-down list.

Original installation date

This field is filled in when an entry to install an assembly is recorded in Assemblies > Enter Assembly Activity.

Protection type

The protection type describes what kind of water system the assembly is protecting, such as a sprinkler or boiler.

Do you want to record the protection type on the assembly?

  • Yes, I want to record the protection type. If you are selecting a protection type that has been used before, use the Protection Type drop-down list to find it. If you need to add a new type, click on the Protection Type field and then type in the new type.

  • No, I do not want to record the protection type. Continue to the next step. This information is optional. 

Removal date

This field is filled in when an entry to remove an assembly is recorded in Assemblies > Enter Assembly Activity.

Serial and permit number

What is the serial number on the assembly? Enter the serial number on the assembly in the Serial Number field. If you are using the assembly ID as the serial number, then you can leave this field blank.

Is a permit number required?

  • Yes, a permit number is required. Click on the Permit Number field, then type in the permit.

  • No,  a permit is not required. Leave the Permit Number field blank. Continue to the next step. 

Service address

Is the assembly installed at an existing or new service address?

  • The assembly is installed at an existing service address. Use the Service Address drop-down list to locate the service address. If the interface to Utility Management is turned on, the drop-down list will display all of the service addresses in the Utility Management database.

  • The assembly is installed at a new service address. Click the button at the end of the Service Address field. When the menu displays, click Add New.  

Stop fields

A field stop allows you to determine which fields the system will stop at and which fields to skip over. Using Stop Fields can help you streamline data entry by only stopping the cursor at the fields that need information.

How do I turn Stop Fields on/off?

Click Stop Fields once to turn on Stop Fields. The Stop Fields icon appears in the Status Tray. To turn Stop Fields off, click the Stop Fields button again.  

 


How do I manage the Stop Fields list?

Use this option to create a new Stop Field list or set up Stop Fields for individual users. Click the menu, attached to the Stop Fields button on the main toolbar, then click Manage Stop Fields.



Supplier, cost, and purchase date

Do you want to record the supplier's name?

  • Yes, I want to record the supplier. If you are selecting a supplier that has been used before, use the Supplier drop-down list to find it. If you need to add a new name, click on the Supplier field and then type in the new name.

  • No, I do not want to record the supplier. Continue to the next step. This information is optional.


How much did the assembly cost?
  • Click on the Cost field, then type in an amount.


When was the assembly purchased?
  • Click on the Purchase Date field, and then type a MM/DD/YYYY.

Testing month

In which month do you want to test the assembly?

  • Use the Testing Month drop-down list to select a testing month.

 

 

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