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

Nicolas Vodoz Updated by Nicolas Vodoz

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

  1. Open the site > Site > Notes
  2. Click on the + button to add a note.
  3. Click on Note and select Note or To be addressed. A Note is indicative information relating to the site, while To be addressed is a problem that must be resolved. An open To be addressed problem 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 relating to technical equipment installed on the site.
    2. Administrative: Problem or note linked to a question relating 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 operation of the site.
  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 the site coordinator to directly inform the site coordinator who can handle the problem.
  8. Click on Save to validate.

How Did We Do?

Close an issue to be processed

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