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Homeowner Change Orders (HCO/NCCO)	Installer Change Order (ICO)
If you have a change requiring an Installer Change Order, you will also need to complete a Homeowner Change Order under the following circumstances: Panel panelIconId atlassian-check_mark panelIcon :check_mark: bgColor #F4F5F7 Changes To System Design Exceed Allowable Panel panelIconId atlassian-check_mark panelIcon :check_mark: bgColor #F4F5F7 Changes to Equipment Modules, Inverters, The Type of System Panel panelIconId atlassian-check_mark panelIcon :check_mark: bgColor #F4F5F7 Changes to contract agreement homeowner information, such as kWh rate, Escalator, Etc	The Installer Change order is an addendum to the work order. Any of the following changes will require an ICO: Panel panelIconId atlassian-check_mark panelIcon :check_mark: bgColor #F4F5F7 System Design Change Panel panelIconId atlassian-check_mark panelIcon :check_mark: bgColor #F4F5F7 Contract Agreement Homeowner Information (Only if an HCO is generated
	Panel panelIconId atlassian-note panelIcon :note: bgColor #FFEBE6 The Installer Change Order (ICO) task will only display if it is needed based on live project changes If it displays; It is a Required task

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How to check which Change Order document was generated?

To check wich NCCO/HCO/ICO Document was generated:

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Step	Action
1	Go to Operations Phase	The History tab will show which change order (ICO/NCCO/HCO) has been generated
2	Select the task named as “Change Orders (HCO/NCCO/ICO)”
3	Click on the “History” Tab

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Automatic Change Order Creation Based on Product Rule

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Discrepancy:

The change order task automatically checks if any product rule discrepancy has been violated occurred during the process (The product rule violation discrepancy occurs when a pre-defined condition or requirement for a product is not met)

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How to Preview the Change Order Document Sample:

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Change Order Issues/Scenarios and Steps to Troubleshoot

Due to the recent consolidation of the New Change Order task, few issues came up affecting certain jobs. So this segment of the SOP will guide you on how to troubleshoot and resolve common issues encountered when dealing with rejected tasks involving the ICO (Installation Change Order) HCO (Homeowner Change Order) or NCCO (No Cost Change Order)

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Step	Action	Reference
1	Navigate to “Operations Phase”, go to the current milestone (M1 or M2) and click on the “Change Orders (HCO/NCCO/ICO)” Task Then click the “Generate” Button on the right side
2	The system will show you a pop up window including the information related with the change order you are trying to generate.	Panel panelIconId atlassian-check_mark panelIcon :check_mark: bgColor #F4F5F7 If it is an HCO/NCCO select the option applicable to your job and then; Click on the “Continue” button to send the revised contract to your customers for their signatures
		Panel panelIconId atlassian-check_mark panelIcon :check_mark: bgColor #F4F5F7 If it is an ICO select the ICO option (If Applicable) It will display a window with the old and new values then; Click on the “Generate” button to send the revised contract to your customers for their signatures
3	To update the Sales Rep or contractor’s name, Use the NCCO Edit Signers task: