Creating/editing a note or a to-do item

Nicolas Vodoz Updated by Nicolas Vodoz

Notes or To-do items can be created on the site to keep this operational information readily available.

  1. Open Site > Site > Notes
  2. Click the + button to add a note.
  3. Click Note and select Note or To do. A Note is informative information relating to the site, whereas To do is an issue that must be resolved. An open issue 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 technical equipment installed on the site.
    2. Administrative: Issue or note related to a billing or site management contract.
    3. Data management: Issue or note related to metering and energy data.
    4. Other: Any other information useful for site operation.
  5. Enter the information or the issue to be processed 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 address the issue.
  8. Click Save to validate.

How Did We Do?

Closing an issue to be processed

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