Content Comparison

...

1. COLLECT INFO: 

   1. Ask customer for Site Confirm site UUID (and ideally collect customer name and prior job status) 

   SEARCH AND CONFIRM INFO: 

   1. if customer doesn't have site UUID information, click here for how to find it from installation address)

   2. If possible, also request:

      1. Homeowner name and address (required if site UUID is not provided, see link above)
      2. Previous job status (Lead–no system created; System–system created but no quotes created; or Proposal–quote created)
   3. Confirm in Engine that site is actually archived 

      1. Log into Engine as Sighten admin as customer user

      2. In Engine, go to Ops.  Search for “Cancelled” under Stage.

      3. Go to Sales, select only archived under Stage

      Confirm previous status of job.  If customer has not provided, we will need to collect.  Possible statuses are: Lead, System, and Proposal. 

   4. Open Postman

   To check for Proposal, enter into Postman (replace {uuid} with Site UUID): was actually archived by logging in as main Sighten admin and navigating to https://engine.sighten.io/apisolar/restquotegen/solar_quotesite/?system__solarsite__uuidsite_id={uuid}.  To check for workflow, confirm status “Signed” (should be in Ops portal).  If status other than signed, should be in Sales portal.To check for System, enter in Postman (replace {uuid} with Site UUID):  https://engine.sighten.io/api/rest/system_system/?solarsite__uuid={uuid}

   5. To check for Lead, enter into Postman (replace {uuid} with Site UUID): https://engine.sighten.io/api/rest/system_solarsite/{uuid}

   6. If receive error “No results matching query parameters” and status code 200, then call was successful but job does not have that status.  Move on to next status.
      Image Removed

   If you receive a data stream, then job is in that status. If you receive an error message, site was archived and you can proceed with next steps.

2. TICKET CREATION

   1. Use ticket https://sighten.atlassian.net/browse/BT-4231303 as reference.  Clone it.Create new ticket under “Engine Bugs and Data Fixes” project.  Mark as task.  Leave assigned to yourself.

   2. In ticket description for any job status, request unarchive job:

      1. Insert Add site UUID and Status in appropriate places:

         PUT https://{{env}}.sighten.io/api/rest/system_solarsite/{uuid}

         {

                 "status": "{status}"

         }

         i.If there is a signed contract, also add to ticket the below (add site UUID):

         PUT https://{{env}}.sighten.io/api/rest/solar_quote/{uuid}

         {

         "status": "SIGN"

         }

3. TESTING

   1. Test this on Staging (if Archived today, go in and archive on Mirror to enable testing)

      1. Confirm you have correct job again via GET calls.  Choose appropriate environment.  Body should be empty.  GET call will be: For all jobs: https://{{env}}.sighten.io/api/rest/system_solarsite/{uuid}   For contracted quotes: https://{{env}}.sighten.io/api/rest/solar_quote/{uuid} 

      2. Add PUT calls as above in Postman Body tab.  Change header to PUT and add appropriate call to body tab.  For all jobs: {"status": "{status}"}  For contracted quotes: {"status": "SIGN"}

      3. Confirm in environment that de-archive was successful.

4. SUBMITTING TICKET

   1. Add note that testing was successful and what environment

   2. Assign ticket to David

   3. Link to your original customer request ticket, and place that ticket in “awaiting development” status.

   4. Party!

   5. When new ticket is closed, update customer.

...

1. 1. 2. If available, add:
         1. Homeowner name
         2. Homeowner address
         3. Previous site status

2. SUBMITTING TICKET

   1. Assign ticket to David

   2. Assign ticket to most current Hotfix (click Edit ticket and assign to Sprint with lowest number value among active Sprints)

   3. Link to your original customer request ticket, and place that ticket in “awaiting development” status.

3. CLOSING TICKET

   1. When BT ticket is ready for testing, Support ticket will display as "Awaiting Support". 

   2. Test in Engine by navigating to https://engine.sighten.io/solar/quotegen/site/?site_id={uuid}.  Confirm Sales (and Ops if applicable) pages are working as expected.

   3. Update customer

   4. Close both Support ticket and linked BT

FINDING SITE UUID if customer unable to locate:

1. Get homeowner name and site address from customer (required)
2. Navigate to Data Explorer
3. Select Data Type: Sites
4. Add Filters:
   1. Filter by: "Validated Address Line 1" Operator: "Contains" Value:"Street Name (partial okay)"
   2. Filter by: "City name" Operator: "Contains" Value: "City (partial okay)"
5. Select Table Column Metrics: Site, Address validated line 1, City name, State abbreviation, Contact name
   1. Image Added
6. Verify results match homeowner name and address (use Wrap Text function if needed).
7. Site UUID is listed as "Site id"
   1. Image Added