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When to use this SOP: 

A customer has written into support that they archived a job they would like access to again. 


  1. COLLECT INFO: 

    1. Confirm site UUID (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 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.

  2. TICKET CREATION

    1. Use ticket APP-1141 as reference.  Clone it.

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

      1. Add site UUID
      2. If available, add:
        1. Homeowner name
        2. Homeowner address

  3. SUBMITTING TICKET

    1. Assign ticket to Zachary Tannenbaum

    2. 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.

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

  4. CLOSING TICKET

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

      1. Test in Engine by navigating to https://engine.goeverbright.com/address/{uuid} 
      1. Confirm Sales (and Ops if applicable) pages are working as expected.

    2. Update customer

    3. 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. Use the following while logged in as EverBright Admin in the account:
      The base request for all of these will be:
      https://engine.goeverbright.com/api/data/site/?metrics=site_id,site_archived,contact_name_1,address_line_1,address_line_2
    3. And then to search by each of the following, you can append the following string to the URL:
  • Search by Last Name: 
    • &contact_last_name=REPLACE_ME (i.e. &contact_last_name=Seabury
  • Search by First Name:
    • &contact_first_name=REPLACE_ME (i.e. &contact_first_name=Zach)
  • Search by Street Address (doesn't have to be full address:
    • &address_line_1=REPLACE_ME (i.e. &address_line_1=address_line_1=555%20Magnolia%20St)
    • the example is searching for 555 Magnolia St - spaces need to be replaced with %20
  • Search by City Name:
    • &city_name=REPLACE_ME (i.e. &city_name=Miami)
    1. Any of the above can be combined by appending them to the same URL. If you don't have the full address or name, you can also add _contains to the query which would allow a city name search with &city_name_contains=Juno to return Juno Beach. This will work for all of the above queries.
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