Control Panel

This article summarizes the Control Panel, which is visible when the software launches. The Control Panel displays all the Test and Survey work for facilities and devices. If a facility appears multiple times on the Control Panel, it indicates that the facility has more than one active piece of test work and/or survey work. It is important to note that the Control Panel does not display a list of facilities.

Header Search & Buttons

At the top of the menu bar, you'll find the Device Quick Search, Control Panel, and Sync buttons. These options are here to help find information with ease. The Device Quick Search is available on all screens throughout the software

Quick Device Search: search for device by Serial Number, Barcode, or Cross Connection ID; Opens to the Hazard tab

Control Panel Button: allows users to return to the Control Panel page.

Sync Button: Green by default, red when there is data that needs to be uploaded from local storage. The Backflow software saves records locally when the network connection is weak, allowing for technicians to conduct work in areas without cellular connection. The software will attempt to load the data when connection is restored.
 

Control Panel Grid

The Control Panel grid is a listing of all test and survey work scheduled to be performed. The grid is not a listing of facility information despite the default column appearance. 

Columns can be added and removed as needed but please note screen size may limit visibility. Column configurations are not stored across sessions, meaning each time you log in the Default columns will be present.    
Each column can be sorted and filtered according to user preference. To view column options, click on the right side of any grid column.

Default Columns

Due Date: Date the test or survey work is due; Advances automatically after work is completed but can be set manually 
Facility Name: Name of the facility associated with the work 
Address: Physical address of the facility associated with the work
Assigned To: Technician that the specified work is assigned to 
Work Type: can be ‘Test’ or ‘Survey’

Additional Column Options

Zone:  Facility Zone for scheduled work
Water Account: Water account number of the facility associated with the scheduled work.
City: City the scheduled work will take place in.
Work State: Can be ‘Appointment’, ‘Available’, ‘Client Managed’, ‘Irrigation Off’, ‘Needs Review’, ‘Office Review’, ‘Priority’, ‘Unavailable’; Defaults to Available. 
Device Type: can be ‘RPZ’, ‘DCVA’, ‘PVB’, or ‘SRVB’;  will be blank for survey work. 
Device BC: Barcode of device to be tested; will be blank for survey work.
Device Serial Number: Serial Number of the device to be tested; will be blank for survey work
Device Confined Space: Can be ‘Yes’ or ‘No’; Flag to denote if the device to be tested is in a confined space.
Last Work Date: Last work date for the device/facility
Device Water Use: Water use of the device scheduled to be tested 
Device Location: Location of the device scheduled to be tested; will be blank for survey work.
Device Hazard Level: Hazard Level of the device; can be ‘Low’ or ‘High’. 
Device Group: group associated with the device to be tested; will be blank for survey work.
Previous Result: Previous test or survey result for the piece of work; updates after each completed piece of work.
Seasonal: Flag Can be ‘Yes’ or ‘No’
Facility Hazard Level: Hazard level of the facility associated with the selected work 
Facility Contact: Primary Contact of the facility associated with the selected work
Facility Owner: Owner of the facility associated with the selected work
Facility Group: Group of the facility associated with the selected work
Appointment Required: Can be ‘Yes’ or ‘No’; details if the facility associated with the selected work requires an appointment 
Facility No: Facility number for the facility associated with the scheduled piece of work.
Appointment Date: Appointment date for the scheduled piece of work; Not required for testing or surveying 
Appointment Time: Appointment time for the scheduled piece of work; Not required for testing or surveying 
Facility Type: Facility type of the facility associated with the scheduled work; Can be ‘Municipal’, ‘Residential’, ‘Industrial’, ‘Commercial’.
Facility Use: Facility Use of the facility associated with the scheduled work.
Facility Service Line Material: Service line material of the facility associated with the scheduled work.
 

Open Work

1. From the Control Panel, select the piece of work from the facility you wish to manage.
   

   Note: The Control Panel does not display facility information. If a facility appears multiple times on this list, it indicates that the facility has more than one active piece of work. 

2. Select the “Open” button from the top left of the Control Panel
   
3. The software will open to the Facility Screen; it will also always display tabs for the Facility Listing Screen and the Hazard Listing Screen. Depending on the work type there are two additional tabs that can appear when opening work from the Control Panel, the Hazard tab and Test/Survey Form. The Hazard tab only appears when opening Test work.
   
   1. Facility Listing Screen: Contains information about all facilities regardless of the facility state.
   2. Facility Screen: Provides the facility information associated with the selected work
   3. Hazard Listing Screen: Lists out all hazard/device combinations for a facility regardless of the device state.
   4. Hazard Screen: Contains information about the hazard and any associated devices, including Test Reports; Only present when test work is opened.
   5. Test Form: Test form for the selected device 
   6. Survey Form: Survey form for the selected device

Work Action Menu 

The Work Action menu provides additional ways to interact with the data. Choose an item from the list, then use the work action menu to apply your chosen option to the selected item.

 

Assign Work: Assign the selected work to a specified user 
Unassign Work: Unassign the work selected from the Control Panel
Change Workstate: Allows the user to change the work state of the selected work. Primarily used for client management purposes.
Add Appointment: Creates an appointment, with a date and time, for the piece of work selected from the Control Panel. Work with an appointment will be highlighted by color in the Control Panel.
Test Form: Creates a pop-up window with a blank printable test form for the piece of work selected from the Control Panel list.
Survey Form: Creates a pop-up window with a blank printable survey form for the piece of work selected from the Control Panel list.
Export Grid: Allows the user to export the contents of the Control Panel grid to an Excel spreadsheet. This export captures the current state of the Control Panel, including any added columns, filters, and sorting.

Workstate Filter

The Workstate filter allows you to organize and manage work on the Control Panel by its current status. Each workstate represents a specific stage or priority level, which helps technicians coordinate tasks more effectively.

When a workstate is applied to a piece of work, its color changes to match the assigned state, making it easy to identify at a glance. The default workstate for any piece of work is 'Available'.

Selecting an option from the drop-down list will apply the filter for that work state to the grid. One or many filters may be applied at once.

Filter Options: 

Available: The work is ready to be completed

Client Managed: The work is being managed by the client.

Irrigation off: The related irrigation system is off or not in use.

Needs Review: The work requires review from a field member. 

Office Review: The work requires review from a member of the office staff.

Priority: The work needs immediate attention and should be prioritized.

Unavailable: The work is not able to be completed.

Use Workstate Filter:

1. Click on the Workstate filter drop-down menu.
   
2. Click an option from the list to apply the filter. As many filters as needed can be applied by repeating steps one and two.
3. Once the filter is applied, the chip will be visible above the grid.
   
4. To remove a filter, click on the chip.
   
    

Date Filters

The date filter, located in the top right corner of the Control Panel, allows for users to quickly filter by due date. The drop-down menu has options to filter for due dates within the next 3 months, 6 months, or 1 year. 


The ‘Work Count’ is a dynamic label that displays the total amount of work listed in the Control Panel. The count updates based on the selected filters.