How to create, find, and edit Test Schedules

Step 1: Find a test schedule

Option 1: From the Customer Profile

On the Home Screen, navigate to Customers > Customer Facilities.
In the filter menu, select the program Water Protection and click Apply Filter.
Select the desired Customer from the list.
On the Facility Details page, you can add a Notice Month if one has not already been selected.

Option 2: From the Tests Page

Navigate to Water Protection > Tests > Tests Due.
View the list of upcoming tests for all customers.


Step 2: Create a Test schedule


On the Home Screen, navigate to Customers > Customer Facilities.

In the filter panel, select the program Water Protection and click Apply Filter to view all related facility. 



Select the Customer from the list.

On the Facility Details page, add a Notice Month if one has not already been selected.


Click the pencil icon in the top right corner.

Select a Notice Month for each applicable program — Backflow, Hydrant, and Cross-Connection (Auxiliary).



 Step 3: Edit Schedule Test

From the Facility Profile, users can manually update the notice month by clicking the pencil icon in the top right corner. 

Select a notice month per program: Backflow, Hydrant, Cross-Connection (Auxiliary).