How_do_I_install_an_assembly_

How do I install an assembly?

Install an assembly at a service address. Use the Enter Assembly Activity view to record the installation of an assembly. 


Installing an assembly

1. Open Connect Backflow Management > Assemblies > Enter Assembly Activity.

2. Enter a customer name or number. 

The Backflow Management application shares a database with the Utility Management application. The search list will show every customer from the Utility Management application.  

3. Use the Action Code menu to select Install Assembly and then press Enter.

 

4. Enter the assembly ID and model. 

Use an assembly ID that has not been assigned to another customer. To update the assembly model list, go to Organization > Assembly Models. 

 

5. Enter the install date and testing month. 

Use the date when the assembly was installed at the location. For example, an assembly is installed on 4/1/2021 but the paperwork that records the assembly installation doesn't make it to the utility clerk's desk until 4/15/2021. The utility clerk uses 4/1/2021 as the assembly installation date. 


6. Select a notification cycle. 

 

7. If there are additional fields for installing an assembly, fill them in now. 

These fields are located in the Additional Fields section. If you need to add a field to collect some more information when you install an assembly, you can make these changes to the action code for installing an assembly (Organization > Action Codes).


8. Press Enter. 

 

Connect creates a transaction for installing an assembly.

 

 

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