Training Form Cancellation / Beam Cancellation
https://forms.office.com/r/LN8yANdxf5
Please Review these SOPs:
How to Handle: Homeowner Wants to Cancel their Contract (Archive)archived
Concert Workflow CancellationsarchivedYes I did
No I didn’t
What is missing/incorrect on this ticket? https://goeverbright.atlassian.net/browse/STE-218
Nothing
Request Participant
Orgnization
Request Type
Reporter
Naming Convention
What is missing/incorrect on this ticket? https://goeverbright.atlassian.net/browse/STE-220
Nothing
Request Participant
Orgnization
Request Type
Reporter
Naming Convention
What is missing/incorrect on this ticket? https://goeverbright.atlassian.net/browse/STE-219
Nothing
Request Participant
Orgnization
Request Type
Reporter
Naming Convention
If this homeowner, Robert Pullem, reaches out asking to complete the welcome call, what do you do?
Complete the Welcome Call
Refer them back to Concert to complete the welcome call
If this homeowner, Daniel Fisher, reaches out asking to complete the welcome call, what do you do?
Complete the Welcome Call
Refer them back to Concert to complete the welcome call
Who is the installer for homeowner James Wallburg?
Levion
Midbay
Our World Energy
South Plains Solar
Harness Energy
What date was James Wallburg's contract cancelled?
April 3rd
April 6th
April 7th
April 9th
When handling a concert compliance issue for NIVO Solar, which request participants do you add?
oren@nrgcleanpower.com, lisa.fiss@nrgcleanpower.com, tom@nrgcleanpower.com, daniel.duncan@nrgcleanpower.com
tyler@hellonivo.com, john@hellonivo.com, jakeredd@hellonivo.com
aaron.d@firefly.solar, loyd.p@firefly.solar
When you receive a Concert Cancellation request from DP, how many tickets should be generated in total?
1 - On the DP ticket you first reach out to the Homeowner, then on the same ticket with concert/installer
2 - DP, Homeowner
3- DP, Homeowner, Installer
When you receive an EB cancellation request from DP, how many tickets are created in total?
1 - Homeowner
2 - Installer from DP Ticket, Homeowner
3- DP, Homeowner, Installer
When processing an EverBright cancellation, do you need to link the Engine job into the cancellation request to DP?
Yes
No