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System manuals / handover packs for customers

Updated

The commissioning page also generates a complete system handover manual for quick documentation purposes. Just add serial numbers (copy and paste, or upload a .csv or .pdf), complete the commissioning checklist, upload any additional docs such as Compliance Certificate, and sign off. Then download or email the complete system handover manual at the bottom of the page.

 

Access and Navigation

  • Open a quote / install

  • Click the blue arrow on the right of the workflow

 

The Commission page can also be used on-site with a tablet or phone.

 

Record Commissioning Test Results

The test results section has fields for recording all of the applicable test results for a given system.

The form is dynamic, and only shows sections required for the system chosen.

You can choose whether or not to include these test results in the system Handover Manual by selecting the “Show Commissioning Report on Manual” box.

 

Commissioning Notes

This section is useful for recording additional information to be handed over to the customer, or electricians working on the system in the future. This may include:

  • Battery charge set points

  • Grid configuration settings

  • EV charger and hot water diverter settings

 

Component Serial Numbers

There are 3 options for including serial numbers in the Handover manual:

  1. Upload a .pdf / image file with the serial numbers (eg from your STC trader), at the bottom of the page under Commissioned Site Images and PDF Files. In this case, de-select the ‘Show Serials in Manual’ box

  2. Upload a .csv file with the serial numbers. Create a spreadsheet with just 1 column, and list 1 serial number per row in the same order they appear in the list on the commissioning page. Once the CSV file is selected on the commissioning page to upload, scroll to the bottom of the page and hit 'Save' to populate the data.

 

  1. Copy and paste the serial numbers into the fields provided one-by-one

 

 

Commissioning Notes

This section of the commission page provides space for the user to include critical information, that must be carried forward to the system designer/installer /electrical contractor during the commissioning phase of a system designed in SolarPlus. This can included, but is not limited to:

  • The network settings programmed into the inverter

  • The battery charge set points

  • Login information for monitoring portals

 

Installer/Designer Declaration of Compliance

The Declaration of Mounting Compliance verifies the validation of mounting systems with the approved/licensed electrician/solar installer. This section provides information, relating to the approval agency, electrician details, Accreditation and electrical licence numbers for installers to allow users to follow-up for future quotes and installations.

 

Attaching Photos and PDF Files

You can upload photos and PDF files such as:

  • Installation photos

  • Certificate of Electrical Safety

  • Site-specific warranty certificates

  • Site-specific engineering certificates

 

By default, all uploaded files are included in the Manual, however you can choose to Omit from Manual if you want them to be only for internal record keeping purposes.

Download / send Handover Manual

At the bottom of the page, simply click the button to download the manual or email to the customer.

The ‘Include component PDF manuals’ checkbox allows you to select whether to include the manuals/brochures of the inverter, modules and other system components to be a part of the system manual PDF.

 

Customise Manual templates

Manual pdf templates can be customised in a similar fashion to proposal pdf templates.

  • Go to Admin > Templates > Manual Templates.

  • Duplicate the relevant template, give it a unique name, and save changes.

 

See https://solarplus.zendesk.com/hc/en-us/articles/10916013567375-Customising-a-Proposal#CustomisingaProposal-AdvancedCustomisations for more information on customising PDFs in SolasPlus

 

Custom cover image for your User Manual

You can upload a custom image in the Branding section of Business Settings.

Alternatively, you can use the Site Image as the cover image.

  1. Duplicate a handover template

  2. Type Ctrl F and search for your title, in this case "Solar PV Power System"

  3. Edit the html as below

Comment the current and insert the site_image
<div class="coverimage">[[site_image]]</div>
<!-- 
     <img class="coverimage" src="[[performance_cover_url]]" alt="coverimg" /> 
-->

 

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