Digital Facility Management

Compliance checklist

Backflow preventer: annual test record

The annual cross-connection test the water authority requires: device pressures, valve checks, tester credentials, and a signature.

10 steps · 2 photos asked for · 2 readings recorded

Every step, in order

This is what a technician is asked, one question at a time, on the phone.

  1. 1

    Scan the device tag

    Scan the tag · needed

  2. 2

    Tester certification number

    Your backflow tester license / certification ID.

    Written answer · needed

  3. 3

    Check valve #1 differential

    Reading in psid · needed

  4. 4

    Check valve #2 holding tight?

    Yes or no · needed

  5. 5

    Photograph the failing reading

    Photo · needed

  6. 6

    Backflow preventer FAILED its annual test. Repair and retest required.

    Tell somebody · needed

  7. 7

    Relief valve opening point

    Reading in psid · needed

  8. 8

    Photo of the test gauge on the device

    Photo · needed

  9. 9

    Tester signature

    Signing certifies the readings above are accurate.

    Signature · needed

  10. 10

    Notes

    Written answer · needed

What this looks like on a phone

The checklist above is a workflow, not a document. Which changes four things.

  • One question at a time, so nothing is skipped
  • The tag is scanned, so the record cannot be filed against the wrong unit
  • A failed check raises tracked work with the photo already attached
  • The report exists the moment the last question is answered

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