Handled by: Software Support Team
When to use this SOP:
A customer has written into support that they archived a job they would like access to again.
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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Get homeowner name and site address from customer (required)
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Use this procedure when a customer or agent cannot locate or unarchive an existing job.
Select the JSON Chrome extension link below if you have not done so before.
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JSON Chrome Extension helps to parse the data. Alternatively, the Firefox browser has a built-in extension that will parse the data. |
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1 | Gather Required Information
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2 | Locate the Site UUID
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Add the search criteria to the end of the URL using the information you've gathered.
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JSON Chrome Extension helps to parse the data. Alternatively, the Firefox browser has a built-in extension that will parse the data. |
Use the following steps to unarchive the project
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Once the UUID has been retrieved, copy it to the clipboard.
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3 | Retrieve and Copy the UUID
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4 | Select the down chevron in the |
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top-right corner and |
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click Return to User |
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5 | Navigate to the Settings page ( |
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cogwheel icon) |
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Select Support Tools (far left at the bottom)
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Select Object Type
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Paste UUID into the field
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Select Search
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6 | Choose Support Tools from the menu on the left (bottom of the list). |
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7 | Select the appropriate Object Type (Site, Project, or Quote). Be sure the UUID matches the option you seek. |
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8 | Paste the UUID into the search field. | ||||||
9 | Click Search and then select Unarchive. |
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