Creation/Editing of a Note or an Issue to Address

Nicolas Vodoz Updated by Nicolas Vodoz

Notes or issues can be created on the site to keep this useful information for operations readily accessible.

  1. Open the site > Site > Notes
  2. Click the + button to add a note.
  3. Click on Note and select Note or To Be Addressed. A Note is indicative information related to the site, while To Be Addressed is an issue that needs to be resolved. An open To Be Addressed issue will block certain automated processes, including consumer billing, until it is marked as resolved.
  4. Click on 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 management contract questions.
    3. Data Management: Issue or note related to metering and energy data.
    4. Other: Any other information useful for the site's operations.
  5. Provide the information or the issue to be addressed in the text field.
  6. Select the visibility of the note:
    1. Private
    2. Public
    3. Public and editable
  7. Check Notify the site coordinator to inform the site coordinator directly who can address the issue.
  8. Click Save to validate.

How Did We Do?

Close an issue to be addressed

Contact