Swell has multiple requests that that they can make. Below is how to process their multiple financing product requests.
1. Onboarding form will be sent directly to Support
The email will be sent from Tong-Tong as a forward. The body of the email will contain the org contact email.either Swell. Typically Seth, Anson or Tim Ramage will be the reporters
2. Make a CS ticket
The CS tick should contain:
Assignee = CS Team Member
Epic = Stable Solar ConfigurationsCopy the name of the installer into the description of the ticket. Swell Configurations
Type = Int Fin
Component = Swell Financing
Instructions on how to make a linked CS ticket from Support are here.
3.
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Products are configured on Onboard
Configure the product in the account according to the instructions here.
4. Support will respond account and let them know the products are live
Support team will receive notice ticket is in UATOn Hold.
Let Swell know their changes are ready
5. Support will
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Requester
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{Account contact email}
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Participants
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Watchers
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{Account Manager}
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Summary
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Stable Solar's Products are Live in your Sighten account!
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Comment
Hi {Customer},
Congrats, Stable Solar's products are now live in your account!
/wiki/spaces/SS/pages/714866740 are some training materials on how to use Stable Solar services in Sighten. Please let us know if you have any questions.
Have a great day!
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respond account and let them know the products are live
Swell will test and let you know if any changes are required
If changes are required, place the CS ticket in To Do and communicate required changes that should be done on onboard
If there are no changes required, place CS ticket in To Do and communicate updates can be made on engine
Once Swell approves, ticket will be moved into UAT
Let Swell know their changes are ready