Versions Compared

Version Old Version 48 New Version Current
Changes made by

Rafael Gonzalez

Rafael Gonzalez

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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
panelIconIdatlassian-check_mark
panelIcon:check_mark:
bgColor#F4F5F7

Changes To System Design Exceed Allowable

Panel
panelIconIdatlassian-check_mark
panelIcon:check_mark:
bgColor#F4F5F7

Changes to Equipment Modules, Inverters, The Type of System

Panel
panelIconIdatlassian-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
panelIconIdatlassian-check_mark
panelIcon:check_mark:
bgColor#F4F5F7

System Design Change

Panel
panelIconIdatlassian-check_mark
panelIcon:check_mark:
bgColor#F4F5F7

Contract Agreement Homeowner Information (Only if an HCO is generated

image-20241116-193213.png
Panel
panelIconIdatlassian-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

...

How to check which Change Order document was generated?

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

...

Step

Action

1

  • Go to Operations Phase

The History tab will show which change order (ICO/NCCO/HCO) has been generated

image-20241122-183632.png

2

  • Select the task named as “Change Orders (HCO/NCCO/ICO)”

3

  • Click on the “History” Tab

...

Automatic Change Order Creation Based on Product Rule

...

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)

(Go Back to Main Menu)

Step

Action

1

  • Once A violation the discrepancy is detected, the system will determine which type of change order needs to be created automatically

  • The Types of change orders are:

    • NCCO (No Cost Change Order)

    • HCO (Homeowner Change Order)

    • ICO (Installer Change Order)

2

  • Along with the Change order, The system will provide step by step instructions on how to proceed

This instructions guide the user through the process to address the violation discrepancy and complete the necessary steps for the change order

3

  • Follow the instructions provided to complete the change order process

...

How to Preview the Change Order Document Sample:

(Go Back to Main Menu)

Step

Action

1

  • Go to the “Operations Phase”

    • Select the Task Named as “Change Orders (HCO/NCCO/ICO)

image-20241122-161354.png

2

  • Under the “Subtasks” Tab;

    • Locate the Change Order Document we’ve sent and click on the 3 dots next to it

    • Then Click on “History”

The User will be able to see the active document signed and preview it

image-20241122-162120.pngimage-20241116-210908.png

...

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)

...