De-archive Request SOP

When to use this SOP: 

A customer or agent is unable to locate an existing job or archived a job.

Select the JSON Chrome extension link below if you have not done so before.

FINDING SITE UUID if customer unable to locate:

1. Get homeowner name and site address from customer (required)

   1. 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/quote/?metrics=project_id,site_id,quote_id,site_archived,quote_archived,project_archived,project_name,product_name,quote_number,contact_name_1,address_line_1,address_line_2

   2. And then to search by each of the following, you can add the following string to the end of the URL above:

• 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)

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.

Use the following steps to unarchive the project

1. Once the UUID has been retrieved, copy it to the clipboard.

2. In engine, select the down chevron in the upper-right and select Return to User

   

3. Go to the Settings page (cog wheel)

4. Select Support Tools (far left at the bottom)

5. Select Object Type: You can choose to unarchive a site, a project, or a quote. Be sure the UUID matches the option you seek.

   

6. Paste UUID into the field

7. Select Search

8. Select Unarchive

Solution:

1. Confirm with the customer that the current job at the address needs to be archived in order to unarchive the requested job.

2. Once confirmed, archive the active job

3. Re-attempt to unarchive the requested id