Facilities
Facilities are used to group water service account records together. This provides a way to manage all associated backflow device and inspection records together. Facility records can represent many types of entities, including large factories that span parcels, parks, landscape medians, and strip malls.
To create a Facility record, go to Facilities and select All. Then the grid displays, use the Add tool located in the toolbar.
Once the blank Facility Detail form is displayed, enter the new facility name and other known information into the form and click on the Save tool. At this point, the facility record has been created, but no water service accounts have been associated with the new facility record.
To assign a water service account to the new facility record, go to Accounts and select All. Make sure the Facility Name column is displayed. If it's not, click on Tools in the toolbar and select Choose Columns, then check the checkbox next to Facility Name. Find a water service account record to assign to the new facility (sort and/or filer on Customer and/or Service Street) and right-click on the Facility Name column of the selected record, then select the new facility name from the drop-down list. Repeat for each water service account record that is part of the facility.
Optionally, you can use the Facility Name field within the Account Detail form to assign facilities to water service accounts.
To review the facility, including all backflow devices and inspections associated with the facility, go back to Facilities, select All, and open the new facility record with a double-click. From there you can open each account, backflow device, and inspection record by double-clicking on them.
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