EDIFICE Inquiry - Testing Management View Prompts

Create a List of Devices to be Tested

To start, specify a last test date range and select the type of device for testing.  This will generate a list of devices to be tested.  Building a list is similar to creating a workfile in Backflow testing or meter testing.  

Notes:  

• A device is excluded from the list if:

• the device test frequency is None

• the device is not currently assigned to a service connection

• To use test month calendar as a basis for creating a device list, filter on test month calendar.  See below for details.

Last Test Date

To Last Test Date

Enter the beginning date.  Or leave blank to include all devices with a test date less than the To Date as well as devices with no last test date.

The default to last test date of 11 months prior to today's date.  Use this date or enter a different ending date to include for last test date.  If you leave To blank, all devices eligible to be tested will be included in the list.  Any device with a test date between the from and to date range will be included.

Note:  If a device has no test date and last test date is blank then, the device will be included in the list.

Select Device Type to Test

To select the type of device to test, click to select backflow, meter or component.

Choices are:  Backflows, Meters, Components

Tip:  Components can be devices like street lights, grease traps or other devices that need to be tested on a scheduled basis.

To create a list of devices to test, click Search.

Organize Device List

You can use any of the columns to filter or narrow down the list of devices to test.  

Below are examples of some common ways to organize the device list, but it's important to note that any other column can be filtered to narrow down the list.  You can filter by several columns as well.  For example, to generate a list of devices to test that do not need an appointment and that are due to be tested in March you will filter on inspection code column and test month calendar column.

Organize Device Test List

The list of devices can be sorted by information in any column such as test status, last test date, test month calendar, inspection code, or other column.  To sort, simply click the desired column heading.  To sort in descending order, click the column heading a second time.

Filters

To limit the tests to those that meet certain criteria, click Filter next to the desired column heading.  The available filter choices display similar to the example of inspection code seen here.

To select the choices to use as criteria, click to check the desired box or boxes and then, click Ok.

Note:  Advanced filtering options are available by clicking Text Filters.  

Test Month Calendar

To limit the list to devices due to be tested in a certain month, click the test month calendar filter .  Select a single month and when selected only devices with a test calendar ID that includes the selected month will display.  For example to create a list of devices with a test month calendar that includes March, click test calendar filter and choose March.

Test Calendar Filter Example:

Test Frequency

To limit the list of devices to those with a specific testing frequency, click Filter at the test frequency column heading and check the desired options.

Test Frequency Filter Example:

Test Devices

Selecting devices to Test

To select devices to test, check the selection box in the first column for the desired devices.  You can select a single device or multiple devices.

Tip:  To quickly select all devices listed, click the Selection checkbox in the first column heading.

After checking the selection box, click Start Test.  The following prompt displays:

Important:  Start Test creates a device test and assigns a status of pending.  You can view and edit device tests by clicking Edit Test, which opens Device Testing Maintenance.  For directions, see Completing Device Tests step below.

To confirm beginning the tests, click Yes .  Or, to omit starting the tests, click No.

Status

Status indicates the test status of the device.  

Statuses are:

• None - No test is started

• Pending - A test has been created and a device test is pending.  When Start Test is selected, the test is created and the status is changed to Pending.

• Completed - The test is completed and the device is updated with results.  
  Tip:  If a device's status is completed, check the last test date to see if the status is for a current test or a prior test.

Edit Device Information

1.  Hover in the Device ID column.  

2.  When the Edit displays, click to edit.

3.  The appropriate device maintenance window opens where you can edit the device information.  

Note:  Work orders can also be edited using these same steps.

To generate customer notices regarding testing and appointments, click to highlight the desired devices and then, click Notices.

Notes:  

• If you generate notices before starting tests, the tests are automatically created along with the notices.

• The last notice date is updated each time a notice is sent to the customer and a copy of the notice is stored in the customers' Documents view.

• Notices can also be used to generate test sheets for technicians, if desired.

• During installation, the notice format is defined using your specifications.  For more information, contact NDS Support.

Create Work Orders

Work orders can be created for device tests, if appropriate.  Click Work Orders to see the choices.

To assign testing codes to problem codes to be used for generating work orders for each type of device, use Testing Problem Task Codes Maintenance.

Note:  Testing Problem Task codes must be assigned to the type of tests in order to create work orders for device testing.  Testing problem task codes allow tests requiring appointments to be distinguished from tests not requiring appointments in Scheduling.

To generate work orders for the device tests, click Create Work Orders.

The work orders will contain the information for the test including a work order number and a work order status of new.  The test can be scheduled with a technician.

Notes:  

• If you create work orders before starting tests, the test records are automatically created along with the work orders.

• To edit a work order, hover over the desired work order number.  When Edit displays, click to edit.  For directions, see Work Order Entry.

Complete Device Test

Notes:

• You can filter Status by In Progress to narrow the list to the devices currently being tested.

• Completed mobile work order results automatically update the test and the device.

• If the results are manually entered, the results are saved to the test history and to the device.  See below for viewing the test history.

• You can also use these instructions to edit a test.

To enter the test results, double-click the desired device to edit the test.

Or, click to highlight the desired device and then click Edit Test.

A test results window displays.  This is an example of the backflow test results window.

Result

Select the appropriate test result from the drop-down list:

• Unknown

• Good

• Failed

• Removed

• Not Tested

Status

Select Completed for the device test status.

Tested On

Enter the date of the device test or click the down arrow and select the date from the date picker.

Reason

To select the reason for the test, click a choice in the drop-down list.  

• Unknown - Reason for the test is not know

• New Install - Reason for the test is that the device is newly installed

• Recertification - Reason for the test is the device needs to be re-certified

• Replacement - Reason for the test is the device is a replacement

Technician

Click to select the technician who performed the test in the drop-down list.

Note:  When the technician is selected the tester number displays, if the technician has a number assigned.

Work Order

Displays the work order number, if there is a work order associated with the test.

Reference

Enter notes about the test.  Or, for mobile work order test results the reference automatically fills in.

To finish the entries, click Save.

Keyboard shortcut:  [CTRL + s]

Tip:  When the test is created, Created On displays the user ID who created the test and the date stamp for when the test was created.  When a test is edited, Updated On displays the user ID and date stamp for when the test was updated.

Backflow Test Results

The following fields are only for maintaining backflow test results that are required for reporting.  Test results from mobile work orders will automatically update these fields.  

There are 3 tabs for backflow testing information:

• Initial - contains the results of the initial backflow test.

• Repair - contains the results of the repair if the backflow test result indicated a repair was needed.

• Final - contains the backflow test results after the repair was completed.

Backflow Test Initial Tab

The Initial tab is open by default.  Enter the test results information.

Check Valve Result 1 & 2

Select the appropriate check valve result from the drop-down list.

Check Valve PSID 1 & 2

Enter the check valve PSID.

Relief Valve Open PSID

Enter the relief valve open PSID value.

Relief Valve Open

To indicate that the relief valve opened click to check the box.  Or, if the valve didn't open, leave blank.

PVB/SVB Valve Result

Select the PVB/SVB valve result from the list.

PVB/SVC Valve PSID

Enter the PVB/SVB valve PSID value.

PVB/SVC Air Inlet Open PSID

Enter the PVB/SVB air inlet open PSID value.

PVB/SVC Air Inlet Opened

To indicate that the PVB/SVB air inlet opened click to check the box.  Or, if the air inlet didn't open, leave blank.

Condition Shutoff Valve 1 & 2

Select the condition shutoff valve from the drop-down list.

Test Result

Select the test result from the drop-down list.

Backflow Test Repair Tab

To open, click Repair.  Enter the following information.

Type

Select the type from the drop-down list.

Remarks

Enter remarks or comments about the repair if applicable.

Backflow Test Final Tab

To open the Final tab, click Final and the following information displays:

Note:  These fields are the same as the Initial screen.  Please see above for entry directions.

Viewing Device Test Results History

View all the details of each device test from the History view.  Simply click Test History .  Test history can also be viewed from the device master.

Testing Management View Right-click Functions

To see additional options, right-click.  Below is an example.

Tip:  the options for enter test result and view test history are explained above.

• To load the account information into the Inquiry, click to highlight the account.  Then, right-click and select Load Account.

• To expand all rows in the grid, click Expand All.

• To collapse all rows in the grid, click Collapse All.

• To copy the information highlighted in the selected rows, click Copy.

Printing & Exporting Functions

These functions can be handy for further manipulating or formatting the data or sending copies to coworkers.  In addition, Print and Print Preview functions are available.  

These functions can be handy for further manipulating or formatting the data or sending copies to coworkers.  In addition, Print and Print Preview functions are available.  

• To begin printing a report of the items in the grid, click Print.  

• Or, to view a list of the transactions to the Print Preview window, click Print Preview.

• To create a Microsoft Excel spreadsheet from the items in the grid, click Save as Excel.  
  Tip:  This can be handy if you want to further manipulate the list.

• To create a PDF document from the items in the grid, click Save as PDF.

• To create a Microsoft Word document from the items in the grid, click Save as Word.

Window Save As

The Windows Save As steps:

• At the Save In field, navigate to the desired location.

• At the File Name field, enter a file name.

• The Save as Type is set based on the Save as selected:

• Excel document to save as an Excel file.

• PDF to save as a PDF document.

• Word Document to save as a Word document.

• PNG to save as a PNG image.

• Click Save .