Access: Service Providers
Overview: How to view, filter and sort compliance records in the 'Compliance' section of SwiftWorks.
- Compliance Statuses
- Filtering Customers
- Searching for Customers
- Sorting Customers
- Viewing Compliance
On the 'Compliance' tab in the main navigation bar, you are able to view the compliance status of your customers.
Customers are labelled with the following compliance statuses:
|Not reporting||Compliance is not being reported for that establishment.|
|Never pumped||No pump outs are associated with that establishment.|
|Compliant||A pump out has been entered within the date range defined by the service frequency.|
|Overdue||Pump out is overdue by 1-13 days based on the service frequency.|
|Non compliant||Pump out is overdue by 14 or more days based on the frequency set.|
To filter compliance records by 'Status' or 'Location', use the 'Filter by' section in the top left corner.
Filtering by 'Status' will generate a dropdown menu, where you can choose what compliance status you'd like to filter by. Click Apply to apply the filter, or Reset to reset the filter.
Filtering by 'Location' will allow you to choose a specific location. You can scroll through the menu or type in the desired location and select it from the menu.
Searching for Customers
To search for specific establishments, or by address or zipcode, click the magnifying glass in the top right and input the desired search item. Hit the enter key on your keyboard to apply the search filter.
To sort customers by 'Last updated', 'Last pumped' or 'Next pump out', click 'Sort by' to generate a dropdown menu.
To view an establishment's compliance in more detail, hover over the establishment box and click See compliance.
This will take you to the customer's profile, where you can edit their information, view the reporting history and submit a report.
To edit any of the customer's information, check out the help article Managing Your Customers.
Submitting a Report
To submit a report, on the right hand side under 'Compliance Reporting', click 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.
For more details on submitting a report, and how to do so from the 'Customers' section of SwiftWorks, check out the article Submitting a Compliance Report.
To view compliance history, click Reporting History.
You'll be able to view a list of compliance reports submitted for that customer.
You can sort these reports by 'Last updated' or 'Last created' by clicking 'Sort by' in the top right corner.
You can also filter reports by 'Compliance type' - which refers to the type of service i.e. 'Pump out', 'Yellow grease', 'All', or 'Other' - 'Status' - which refers to the status of the report i.e. 'Sent', 'Created', or 'All' - and 'Payment Status'.
To view a sent compliance report, hover over the box and click View. This will show you the details of the report.