Creation/edit of a note or to-do item

Nicolas Vodoz Updated by Nicolas Vodoz

Notes or items to be addressed can be created on the site to keep this information useful for operations readily available.

  1. Open Site > Site > Notes
  2. Click the + button to add a note.
  3. Click Note and select Note or To be addressed. A Note is informational feedback related to the site, whereas To be addressed is an issue that needs to be resolved. An open To be addressed item will block certain automatic processes, such as consumer billing, until it is marked as resolved.
  4. Click the icon corresponding to the type:
    1. Technical: Issue or note related to the technical equipment installed on the site.
    2. Administrative: Issue or note related to billing or the management contract.
    3. Data management: Issue or note related to metering and energy data.
    4. Other: Any other information useful for site operations.
  5. Enter the information or the issue to be addressed in the text field.
  6. Select the note visibility:
    1. Private
    2. Public
    3. Public and editable
  7. Check Notify site coordinator to directly inform the site coordinator who can address the issue.
  8. Click Save to confirm.

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Closing an open issue

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