Assembly Failed Test List/Notices
An Assembly Failed Test Notice may be sent out when an assembly test result is submitted with a failed status. The notice can be sent to notify the customer that the assembly needs to be repaired or replaced. You can print the notice when the failed test results are entered using Enter Assembly Test Results, or you can use the Assembly Failed Test List/Notice report to print it later.
Printing a Failed Test List
Use the Failed Test List to print a list of customers who will be included on the Failed Test List based on the selection criteria.
Do this...
1. Open Connect Backflow Management > Reports > Assembly Failed Test List/Notices.
2. Select a report title.
3. Set up the Selection Criteria. Double-click the options in the Selection Criteria grid to set it up.
4. Select the Print Failed Test List checkbox.
5. Do you want to print a line between records?
Yes, I want to print a line to separate records. Select the Print a Line Between Customers checkbox.
No, I want to print records as is. Deselect the Print a Line Between Customers checkbox.
6. Click Print (CTRL+P).
The list prints.
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Printing Failed Test Notices
Before you print failed test notices make sure you have a failed test notice form ready to go. The failed test notice form needs to be saved in Organization > Forms. It tells the report where and how to print the customer's information on the form.
Do this...
1. Open Connect Backflow Management > Reports > Assembly Failed Test List/Notices.
2. Select a report title.
3. Set up the Selection Criteria.
Tip: Use the same selection criteria that was used to set up the selection criteria for the Assembly Failed Test List/Notices.
4. Select the Print Failed Test Notices checkbox.
5. Set up the following options.
The test notices print.
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Options
Duplicate notices
Use this option if you need to print failed test notices for the service address or another unit.
Do you want to print duplicate test notices?
I want to print a notice to send to the service address. Select the Print a Duplicate Notice for the Service Address checkbox.
I want to print a notice to send to each unit. Select the Print a Duplicate Notice for Each Unit checkbox.
Where do you want to send the notice? This is the notice for the customer's account.
I want to send the notice to the customer's mailing address. On the Additional Report Options tab, click Use Customer Mailing Address.
I want to send the notice to the cosigner's mailing address. On the Additional Report Options tab, click Substitute Cosigner Mailing Address for Customer Address.
I want to send the notice to the landlord's mailing address. On the Additional Report Options tab, click Substitute Landlord Mailing Address for Customer Address.
Do you want to send a copy of the notice to cosigner or landlord? This option allows you to send a copy of the notice to the cosigner/landlord.
I want to send a copy to the cosigner. On the Additional Report Options tab, select the Print Copy for Cosigners with Cosigner Name/Address checkbox.
I want to send a copy to the landlord. On the Additional Report Options tab, select the Print Copy for Landlords with Landlord Name/Address checkbox.
Include/exclude active or removed assemblies
An active assembly is any assembly that does not have a removal date recorded in the assembly's record. A removed assembly is any assembly that has a removal date recorded in the assembly's record.
Do you want to print notices for active assemblies?
Yes, I want to print a notice for active assemblies. Usually, this option is selected. Select the Active Assemblies checkbox.
No, I do not want to print a notice for active assemblies. Deselect the Active Assemblies checkbox.
Do you want to print notices for removed assemblies?
Yes, I want to print notices for removed assemblies. Select the Removed Assemblies checkbox.
No, I do not want to print notices for removed assemblies. Deselect the Removed Assemblies checkbox.
Mailing date, due date, and shutoff date
The mailing date is the date the statement will be sent. If you will be creating notification history, then the report will (1) use the Mailing Date as the Sent Date and (2) use the Due Date as the Due Date.
Do you want to use the current date as the mailing date?
Yes, I want to use the current date as the mailing date. The current date is the default mailing date. Continue to the next step.
No, I want to use a different date as the mailing date. On the Additional Report Options tab, select a different MM/DD/YYYY from the Mailing Date drop-down list, or click Advanced Options.
Do you want to use the month end as the due date?
Yes, I want to use the month end as the due date. Continue to the next step.
No, I want to use a different date as the due date. On the Additional Report Options tab, use the drop-down list to choose the next month-end date as the due date. You can also click Advanced Options to change variable the system is using to set the due date. Or, if you would like to select a different day, because the due date falls on a weekend for example, select the Calendar Date option. Then, you can click the Calendar button to choose a different date.
Do you want to use the following month end as the shutoff date?
Yes, I want to use the following month end as the due date. Continue to the next step.
No, I want to use a different date as the shutoff date. Click Advanced Options to change variable the system is using to set the due date. If you would like to select a different day, because the due date falls on a weekend for example, select the Calendar Date option. Then, you can click the Calendar button to choose a different date.
Set up Intelligent Mail Barcode
You can print a USPS (United States Postal Service) Intelligent Mail Barcode on the form. The options for the Intelligent Mail Barcode are usually located on the Forms tab of a report. You may need to contact the USPS to set up an Intelligent Mail Barcode for your organization.
An Intelligent Mail Barcode allows you to track mail from the time it is sent to the time it is received at its intended destination.
Click this link to view more about the
Update customer's notification history
This option will record that a failed test notice has been sent to the customer. You can use Modify Existing Customer or Assembly Inquiry to view a customer's notification history.
Do you want to update the customer's notification history?
Yes, I want to record the notice in the customer's account. Usually, this option is selected. Select the Update Customer's Notification History checkbox.
No, I want to print a notice without recording it in the customer's account. Use this option when a notice needs to be reprinted. Deselect the Update Customer's Notification History checkbox.
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