Creation/editing of a note or an issue to be addressed

Nicolas Vodoz Updated by Nicolas Vodoz

You can create Notes or issues to be addressed within the site to keep information useful for operations close at hand.

  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 relative to the site, while To be addressed is a problem that must be resolved. An open issue to be addressed will block certain automatic processes, including consumer billing, until it is marked as resolved.
  4. Click on the icon corresponding to the type:
    1. Technical: Problem or note relative to the technical equipment installed on the site.
    2. Administrative: Problem or note linked to a question relative to billing or the management contract.
    3. Data management: Problem or note linked to metering and energy data.
    4. Other: Any other information useful for the site operation.
  5. Enter the information or the problem 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 site coordinator to directly inform the site coordinator who can handle the problem.
  8. Click Save to validate.

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