DESIGN ADJUSTMENTS
Fill in the blank
The Design Adjustments Process will be used when an opportunity requires a design change, that does not affect the ________ or the ________.
System Size & Total Sales Price
If we need to create a Change Order Agreement, where can we find the steps or actions needed?
PuA - Step by Steps
What is the Case Origin used when creating a Case?
Web Link/Podium
A Specialist has assigned you a High Priority case. When does the case need to be completed?
The day of
All high priority cases, whether it be CROSS DEPT COMMS, SDS COMMS, OR INTERNAL COMMS, need to be completed within the same day
What logs should ALL Internal Comms include?
INTERNAL COMMS, CROSS DEPT COMMS, & HASHTAG LOG
When is the Design Adjustment Process needed?
EC, Customer, etc. Requests
Design Review Process
Post Install Process
What automatically applies our Panel and Inverter Module Counts?
Uploading our Aurora Design screenshot
What is the correct format used for the “Post Tab”?
CROSS DEPT COMMS - OPPORTUNITY LINK
An opportunity’s design review has been completed and is ready for CAD within 24 hours. What is the Subject Line used here?
SD | Design Review - Ready for CAD
When will we create an Internal Comms case?
When navigating negative savings
What is the Design Adjustment label for a Post Install?
PA - SLR: First Last - City, State - #1; ________
DA - #1 - Panel Install Varies
An EC requested a design change. Once the request is completed, what is the correct format for our response?
PuA #X is ready to go with [changes were made]!
What statuses would be used for the following cases?
1. SD | SMS Reschedule
2. SD | CAD Revision Inquiry
3. SD | Best Offset Solution
1. SD | SMS Reschedule: New
2. SD | CAD Revision Inquiry: Working
3. SD | Best Offset Solution: Closed
What is the first step when we’ve received a Redesign or Learning Opportunity case?
Adjusting the status to “Working”
Which is the correct description for SD | Eliminate Trenching?
1. Eliminate Trenching | Navigating Negative Savings
2. Negative Savings | Trenching
3. Navigating Negative Savings | Eliminate Trenching
4. NNS | Eliminate Trenching
Navigating Negative Savings | Eliminate Trenching
We need to link our Design Adjustment in SF. Where can we find the Design App Design ID?
Between "designs/" and "cad/" in the Aurora URL
SE reached out with, “We will need a regular P&I here for the updated notes because the TSP isn't changing. PuA #2 is for a change order, can we get this updated to be P&I?”. The current PuA is in “Active Signed”. When does the P&I button appear in a PuA?
The P&I button will appear in a PuA when the PuA is created from an inactive PuA!
An ESC requests a CAD Revision through chatter. What are the two comments needed in the CROSS DEPT COMMS?
1st Comment: Screenshot of ESC Request + Date
2nd Comment: “Requested to RA for Revision!”
What cases are Medium Priority?
Pitch Discrepancy, Panel Addition, & CAD Stage Change Error
If we know the customer’s home is not a good fit for solar without Tree Removal, and we create an SD | Tree Removal case, what two comments must be included in Internal Comms?
1. Tree Removal Talk Track
2. Uploads/Additional Information
What information needs to be copy and pasted from the Active - PuA to the Design Adjustment?
Design App Project ID
Design App Design ID
Design 3D Render URL
Two-Part Question
The PuA Products in SF show 18 inverters, but the design only requires 15. Which fields in SF need to be updated to correct this discrepancy, and what value should be entered in the Panels button to adjust the inverter count?
Fields Updated: Quantity of Arrays, Number of Panels Assigned to Array, Compass Directions Assigned to Array, & Pitch Assigned to Array.
Value Entered: 0
An EC reaches out in chatter, “Please drop this to a 93% offset” but the appointment is non-urgent. After we’ve created a PuA and adjusted Aurora and SF, what would be our next steps?
1. Create a new Case
2. Create CROSS DEPT COMMS & send response to request
3. Create HASHTAG LOG & send hashtag
4. Respond in initial chatter “This has been moved to this case!”
What are the steps from receiving the following scenario to closing the case?
“Please adjust the status to “Working”, create a new Design Adjustment labeled as “Panel Arrangement”, and make the following adjustments:
Is there any way we can avoid busting an 18 panel array here?"
1. Change the case status to Working.
2. Create a new Design Adjustment labeled Panel Arrangement
3. Make design changes in Aurora
4. Confirm the accuracy of the design changes with the Specialist
5. Update SF & Files
6. Set the Design Review Field to Redesign Completed
7. Create CROSS DEPT COMMS & send the Design Review Recap
8. Close the case
If our ATL approves removing the Electrical Upgrade cost from the TSP due to negative savings, where should the SD | Electrical Upgrade NOT Added to TSP talk track be sent?
In the CROSS DEPT COMMS within the SD | Remove E/U Cost case