When to use this SOP:
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COLLECT INFO:
Confirm site UUID (if customer doesn't have site UUID information, click here for how to find it from installation address)
If possible, also request:
- Homeowner name and address (required if site UUID is not provided, see link above)
- Previous job status (Lead–no system created; System–system created but no quotes created; or Proposal–quote created)
- Confirm in Engine that site was actually archived by logging in as main EverBright admin and navigating to https://engine.goeverbright.com/address/{uuid}. If you receive an error message, site was archived and you can proceed with next steps.
TICKET CREATION
Use ticket APP-1141 as reference. Clone it.
In ticket description for any job status, request unarchive job:
- Add site UUID
- If available, add:
- Homeowner name
- Homeowner address
SUBMITTING TICKET
Assign ticket to Zachary Tannenbaum
Assign ticket to most current Sprint (click Edit ticket and assign to Sprint with lowest number value among active Sprints it will be formatted YYYY-MM-DD) Please be sure to not assign it to a QA-prefix sprint.
Link to your original customer request ticket, and place that ticket in “awaiting development” status.
CLOSING TICKET
When BT ticket is ready for testing, Support ticket will display as "Awaiting Support".
- Test in Engine by navigating to https://engine.goeverbright.com/address/{uuid}
- Confirm Sales (and Ops if applicable) pages are working as expected.
Update customer
Close both Support ticket and linked BT
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