How to add new assets (Backflow/Hydrants/Auxiliary)

Part A: Configure a Notice Month

Step 1: Navigate to Customer Facilities

1. Go to Community → Customers → Customer Facilities.
   
   
2. In the Program Type dropdown, select Water Protection.
   
   
3. Click Apply Filter.
   
   

This will generate a list of customers assigned to the Water Protection Program.

Step 2: View the Test Schedule

1. Select any Customer Facility from the list.
   
   
2. On the right-hand side, locate Water Protection Test Schedule.
   
   
   • This will display the assigned notice month or show “-” if none is set.
     
     

Step 3: Assign a Notice Month

1. Click the pencil icon to edit.
   
   
2. Use the calendar icon to assign a notice month for any or all test types:
   
   
   • Backflow
     
     
   • Hydrant
     
     
   • Auxiliary (Cross Connection)
     
     
3. Click Save.
   
   

The updated notice month will now display in the Facility Details tab under Water Protection Test Schedule.

Note: A yellow warning box will appear when editing an existing notice month. This confirms that changes will impact the test schedule for that facility.

Part B: Add a New Asset

Step 1: Search for the Facility

1. Go to Community → Customers → Customer Facilities.
   
   
2. Search by Customer Name, Contact, or Address.
   
   
3. Click Search.
   
   

Step 2: Add an Asset

1. Open the Assets tab in the secondary navigation.
   
   
2. Click + Asset.
   
   

Step 3: Complete Asset Details

In the form, fill in the required fields:

• Asset Type
  
  
• Name
  
  
• Note
  
  
• Any other mandatory fields (marked with an asterisk *)
  
  

Click Create.

The asset will now appear in the list.

Step 4: Repeat for Other Asset Types

Follow the same process to add assets for:

• Backflow
  
  
• Hydrants
  
  
• Auxiliaries