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Training Form Cancellation / Beam Cancellation

Training Form Cancellation / Beam Cancellation

Owned by Cassandra Mercado
May 09, 2024
2 min read

https://forms.office.com/r/LN8yANdxf5

  1. Please Review these SOPs:
    How to Handle: Homeowner Wants to Cancel their Contract (Archive)archived
    Concert Workflow Cancellationsarchived

    1. Yes I did

    2. No I didn’t

  2. What is missing/incorrect on this ticket? https://goeverbright.atlassian.net/browse/STE-218

    1. Nothing

    2. Request Participant

    3. Orgnization

    4. Request Type

    5. Reporter

    6. Naming Convention

  3. What is missing/incorrect on this ticket? https://goeverbright.atlassian.net/browse/STE-220

    1. Nothing

    2. Request Participant

    3. Orgnization

    4. Request Type

    5. Reporter

    6. Naming Convention

  4. What is missing/incorrect on this ticket? https://goeverbright.atlassian.net/browse/STE-219

    1. Nothing

    2. Request Participant

    3. Orgnization

    4. Request Type

    5. Reporter

    6. Naming Convention

  5. If this homeowner, Robert Pullem, reaches out asking to complete the welcome call, what do you do?

    1. Complete the Welcome Call

    2. Refer them back to Concert to complete the welcome call

  6. If this homeowner, Daniel Fisher, reaches out asking to complete the welcome call, what do you do?

    1. Complete the Welcome Call

    2. Refer them back to Concert to complete the welcome call

  7. Who is the installer for homeowner James Wallburg?

    1. Levion

    2. Midbay

    3. Our World Energy

    4. South Plains Solar

    5. Harness Energy

  8. What date was James Wallburg's contract cancelled? 

    1. April 3rd

    2. April 6th

    3. April 7th

    4. April 9th

  9. When handling a concert compliance issue for NIVO Solar, which request participants do you add?

    1. oren@nrgcleanpower.com, lisa.fiss@nrgcleanpower.com, tom@nrgcleanpower.com, daniel.duncan@nrgcleanpower.com

    2. tyler@hellonivo.com, john@hellonivo.com, jakeredd@hellonivo.com

    3. dhaynal@tkcmgt.com, sandy.dixon@tkcmgt.com

    4. aaron.d@firefly.solar, loyd.p@firefly.solar

  10. When you receive a Concert Cancellation request from DP, how many tickets should be generated in total? 

    1. 1 - On the DP ticket you first reach out to the Homeowner, then on the same ticket with concert/installer

    2. 2 - DP, Homeowner

    3. 3- DP, Homeowner, Installer

  11. When you receive an EB cancellation request from DP, how many tickets are created in total?

    1. 1 - Homeowner

    2. 2 - Installer from DP Ticket, Homeowner

    3. 3- DP, Homeowner, Installer

  12. When processing an EverBright cancellation, do you need to link the Engine job into the cancellation request to DP?

    1. Yes

    2. No