You can submit a compliance report for a customer from various sections of SwiftWorks. In this article, we're going to submit a report from the 'Customers' section.
If you're in the 'Compliance' section of SwiftWorks, check out the help article Navigating Customer Compliance to see how to get a customer's profile and submit a report from there. Then, follow the same steps outlined in this article.
First, navigate to the 'Customers' section from the top navigation bar.
Find your customer in the customer list, use the filter panel on the left to filter your customers, or the search bar in the top right to search for a customer. For help with navigating your customer list, head over to the article Navigating Your Customer List.
Click in to the customer's profile and under 'Locations' and 'Compliance', select New report.
This will take you to another page, and on the right hand side under 'Compliance Reporting', click the flashing green button Submit report.
You'll be prompted to complete a form with details about the service. If a customer has multiple grease traps, you'll need to choose which trap was pumped and submit a report for each service. Once you've completed the form, click Save & Send.