This article is in the Projects section of the App.
First you will need to navigate to the Project Page for the Project you will be editing.
The Project Page can be accessed by clicking on a project's address from the Project zone or you will be taken there when you create a new project.
This article will outline how manage the Installation and generate Compliance documents in the Project Zone.
Scroll down to the heading Installation and click on the dropdown to begin.
Note: If you have not designed systems for a project then the Owner's Manual and Compliance documents will not be available.
From here you can update:
- The Installation Date for the install
- The Installed System by clicking on the option and selecting which system is the one which was installed.
- The Serial Numbers for the Modules/Inverters/Batteries by simply entering them into the respective sections.
The Assigned Installer and Site Inspector can be assigned by navigating to the Manage tab. Select the appropriate installer and site inspector from the drop-down of your team members (See Setting Up Your Team if you haven't yet).
After you have sold the system to a customer you will be able to access the ability to Generate an Owner's Manual. In this section you will be able to see which files are necessary to upload for the Owner's Manual and how many files have been uploaded at this point, eg Post-Install Photograph (1) means that 1 file has been uploaded for this section.
See here for How to Upload Files to a Project.
When you have uploaded all the necessary files, generate an Owner's Manual by simply clicking on the Generate Document button.
You will also have the capability to fully customise your Owner's Manual Template within the Control section of the App. (See How to Customise Your Owner's Manual Template).