Cross Connection Setup

Add backflow assemblies, testers, and gauges so testing workflows, compliance tracking, and reporting work correctly across your system.

Before You Start

Set up the records that support assembly testing, compliance tracking, and connected backflow workflows.

Recommended Assembly Flow

The recommended process is to create the Backflow Assembly while linking it to the correct Location so you do not have to go back and connect the record later.

What You’ll Set Up

This guide covers Assemblies, Testers, and Gauges so test entry, compliance tracking, and reporting have the records they need.

What You May Need Ready

Have the location, assembly nameplate details, hazard and protection information, tester certification details, and gauge calibration information ready before you begin.

Add a Backflow Assembly and Link It to a Location

Create the assembly record and link it to the correct location during setup so testing, maintenance, and reporting stay connected from the start.

Open the Cross Connection module

Open the Cross Connection module from the left navigation.

Open Assemblies and start a new record

Go to the Assemblies tab, then click Add Assembly to create a new assembly record.

Navigate to the Assemblies tab — Open the Assemblies tab.

Link the assembly to a location first

Use the Location field to search for and select the location where the assembly is installed. If the location does not exist yet, create it first, then continue with the assembly record.

Use the Location field to link the assembly to a location record — Use the Location field to link the assembly.

Enter the basic assembly identifiers

Enter the Asset Name, Asset Number, and Description so the assembly is easy to identify in lists, reporting, and field workflows.

Enter a Description for the assembly — Enter a Description.

Define protection and classification details

Select the Hazard, Isolation, and Protection settings to define how the assembly is used and what it protects.

Add the location description

Enter a Location Description so the assembly can be found more easily in the field.

Enter the assembly specifications

Select the Make, Type, Size, and Model, then enter the Serial Number to identify the specific device.

Add optional operational details

You can enter lifecycle, responsible party, and cost or unit information to support long-term tracking and planning.

Use the responsible party field — Assign the responsible party if needed.

Add supporting record details

You can link a vendor, upload files, capture coordinates, and store notes to make the assembly record more complete and useful.

Use the vendor field to search and select an existing contact — Search and link a vendor.

Upload files such as photos or PDFs — Upload photos, PDFs, or related files.

Enter the assembly Latitude and Longitude — Enter latitude and longitude if needed.

Enter Notes for the assembly record — Store additional notes or setup details.

Save and open the assembly record

Click Add Asset to save the assembly, then open the newly created record from the Assemblies list to review the saved details and continue building the record.

Click the newly created assembly record to open it from the Assemblies list — Open the saved assembly from the list.

Open the Assembly Record to review the saved details — Review the record and continue building it.

Add a Tester and Link a Gauge

Create the tester record, enter certification details, and link the tester’s gauge during setup so both records stay connected for testing and reporting.

Open the Cross Connection module

Open the Cross Connection module from the left navigation.

Open Testers and start a new tester record

Go to the Testers tab, then click Add Tester to create a new tester record.

Navigate to the Testers tab — Open the Testers tab.

Enter the tester’s basic information

Enter the tester’s First Name, Last Name, and Email so the record can be clearly identified and used during testing workflows.

Enter the tester first name — Enter the tester’s first name.

Enter the tester last name — Enter the tester’s last name.

Enter the tester email address — Enter the tester’s email address.

Enter certification details

Enter the Certification Number, select the Certification Type, and set the Certification Expiration date so the tester’s qualifications are stored with the record.