Cross Connection
Learn how the Cross Connection module helps manage backflow assemblies, testers, gauges, testing workflows, compliance records, and reporting across your organization.
Overview
What Is the Cross Connection Module?
The Cross Connection module adds specialized tools for managing backflow prevention programs inside R2. It brings assemblies, testers, gauges, test history, compliance information, and related records together in one connected workflow.
Assemblies
Maintain backflow assembly records, device details, testing history, compliance status, and connected information.
Testers
Manage tester records, certifications, assigned gauges, and information used during digital test entry.
Gauges
Track gauges used during testing, including identification, calibration information, and tester relationships.
Cross Connection Dashboard
Manage Your Backflow Program From One Place
The Cross Connection Dashboard is the main workspace for viewing assemblies and accessing the Assemblies, Testers, and Gauges areas of the module.
Dashboard Tools
Use the Cross Connection Dashboard to review program records, switch between module areas, search and filter information, create new records, and open existing records for more detail.
Assembly Record
Opening and Managing an Assembly
Selecting an assembly opens the Assembly Summary Page. This is the workspace for one specific backflow assembly and the information, activity, testing history, and connected records associated with it.
Find the Assembly
Use the Assemblies dashboard, search, filters, or available views to locate the assembly record you need.
Open the Record
Select the assembly to open its Assembly Summary Page and review the information connected to that device.
Manage the Assembly
Review device details, testing history, tasks, notes, files, notices, location information, and other record activity.
Assembly Details
Review the primary information stored for the selected assembly.
- Assembly name and status
- Serial number
- Make, model, type, and size
- Hazard level
- Isolation and protection
- Additional device information
Location Information
View information about the location connected to the assembly.
- Location name
- Service address
- Primary contact
- Location description
- GPS information
Record Activity
Review recent work and information associated with the assembly.
- Recent activity
- Tasks
- Test records
- Notes and files
- Notices
Assembly Summary Cards
Important Assembly Information at a Glance
The Assembly Summary Page uses individual cards to organize the information connected to a device. Each card gives you a quick snapshot and provides access to additional detail when available.
Notes
View recent notes saved directly to the assembly record.
- Recent note information
- Created date and user
- Visibility settings
- Attachment and comment indicators
Files
Store and review files associated with the selected assembly.
- Manuals
- Installation photos
- Repair documents
- Compliance PDFs
Tasks
Review work linked to the assembly and access available field testing actions.
- Linked tasks
- Task status
- Quick actions
- Field Test access
Tests
Review recent backflow test records and access generated reports.
- Test ID
- Date and time
- Compliance status
- Test report download
Assembly Details
Review core device information and important record controls.
- Device specifications
- Contacts
- Ownership and visibility
- Sub-assemblies
GPS Coordinates
View the saved geographic position associated with the assembly.
- Latitude
- Longitude
- Map preview
- Field location reference
Location Details
Review the location information associated with the assembly.
- Location name
- Service address
- Primary contact
- Location description
Notices
Review recent notices associated with the assembly.
- Notice title
- Notice type
- Status
- Reference information
Activity
Review recent activity and changes connected to the assembly.
- User activity
- Timestamps
- Record changes
- Task and testing activity
Assemblies Dashboard
Manage Assembly Records
The Assemblies area is where you view and manage the backflow devices tracked by your organization.
Assembly Management
Search and filter assemblies, change how records are displayed, open individual records, or create new assemblies for testing, compliance tracking, and reporting.
Testers Dashboard
Manage Tester Records
Tester records help organize the people performing backflow tests and the certification information used throughout testing workflows.
Tester Information
Store tester information used during test entry and recordkeeping.
- Tester name
- Certification information
- Tester status
- Associated gauges
- Default gauge when configured
Dashboard Controls
Use the Tester Dashboard to find and manage tester records.
- Search tester records
- Use filter pills
- Switch between Panel, Table, and Mobile views
- Open tester records
- Add new testers
Gauges Dashboard
Manage Gauge Records
Gauge records help document the equipment used during backflow testing and maintain important calibration and equipment information.
Gauge Information
Maintain important information about testing equipment.
- Gauge identification
- Manufacturer information
- Serial information
- Calibration information
- Tester relationships
Dashboard Controls
Use the Gauge Dashboard to organize and manage testing equipment.
- Search gauge records
- Use filter pills
- Switch between Panel, Table, and Mobile views
- Open gauge records
- Add new gauges
