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Access and Navigation
Open a quote / install
Click the blue arrow on the right of the workflow
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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.
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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.
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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:
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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:
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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.
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See https://solarplus.atlassian.net/wiki/spaces/V5HC/pages/2310079081/Customising+a+Proposal+Performance+Report#Advanced-Customisations 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.
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Duplicate a handover template
Type Ctrl F and search for your title, in this case "Solar PV Power System"
Edit the html as below
Comment the current and insert the site_image
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<div class="coverimage">[[site_image]]</div>
<!--
<img class="coverimage" src="[[performance_cover_url]]" alt="coverimg" />
--> |