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Opperations Flow (Summary), Sales (Contract signed :check: ([Upload…

- - - - Approval process
        [Send to Tech approval]
        
        Missing Info :red_cross:
        [Email requesting missing info]
        
        Approval :check:
        
        AUTH
        (0.1.1 New Project)
- - - - Communication with:
        
        Customer
        
        Tech
        
        Solve ticket --> mail to customer
- - - - A.1.1
        
        Online application
        
        Upload pdf
        
        1 day from 0.1.1
        
        Fields to complete
        
        SwissGrid number
        Link with example
        
        A.1.2
        
        Application sent by post
        
        Check bottom DATE
        
        1 day from A.1.1
        
        Fields to complete
        
        Date when application was sent (automatic)
        
        A.1.3
        
        SG approval letter upload
        
        Upload pdf
        
        56 days from A.1.2
        
        Fields to complete
        
        Date when letter was received (automatic)
        
        SwissGrid approved :check:
  - - - A.2.1:
        
        Generation of DDP documents based on templates corresponding to the municipality of the project location
        
        1 day from 0.1.1
        
        Templates needed:
        
        A.2.1.1) Info project
        
        A.2.1.2) BP for each Canton (27 models)
        
        A.2.1.3) Specific form per Municipality (not always)
        
        Link to screenshot
        
        A.2.2:
        
        Send application to Municipalilty
        
        Send email
        
        1 day from A.2.1
        
        Email templates needed
        
        A.2.2.1) Email to send to the Municipality
        
        A.2.2.2) Email to send to Municipality including local subsidy application"
        
        Fields to complete:
        
        Date when application was sent (automatic)
        
        Link to examples
        Link to screenshot
        
        A.2.3
        
        Building permit approval letter upload. Technical requirements from Municipaliy should be upload it as well as pdf. "Upload pdf + Send email"
        
        28 days from A.2.2
        
        Email templates needed
        
        A.2.3.1) Thank you email to send to the Municipality
        
        Fields to complete:
        
        Date when letter was received (automatic)
        
        Link to screenshot
        
        BP approved :check:
        
        Admin approved :check:
        
        INST-1
        
        A.2.4
        
        Local subsidy approval letter upload "Upload pdf + Send email"
        
        28 days from A.2.2
        
        Email template needed
        
        A.2.4.1) Thank you email to send to Municipality including local subsidy application
        
        Link to example
        
        :warning:A.2.5
        
        Local subsidy approval letter upload. Financial requirements from Municipaliy should be upload it as well as pdf. "Upload pdf + Send email"
        
        28 days from A.2.4
        
        Email templates needed
        
        A.2.3.2) Thank you email to send to the Municipality
        
        Fields to complete:
        
        Date when letter was received (automatic)
        
        Link to screenshot
  - - - A.3.1
        
        Generation of documents based on templates corresponding to the utility of the project location
        
        1 day from 0.1.1
        
        Templates to complete:
        
        A.2.1.1) Info project (It could be the same template as for Municipality)
        
        A.3.1.2) IPD
        
        A.3.1.3) IAP
        
        A.3.1.4) Form for each Utility (links on the previous step)
        
        Link to example
        Link to screenshot
        
        A.3.2
        
        Online application (if required)
        
        Upload pdf
        
        1 day from A.3.1
        
        Link to website
        Link to manual
        
        A.3.3
        
        Send application to Utility
        
        Send email
        
        1 day from A.3.1
        
        Email Template needed:
        
        A.3.3.1) Email to send to Utility
        
        Fields to fill:
        
        Date when application was sent (automatic)
        
        Link to examples
        Link to screenshot
        
        A.3.4
        
        Connection permit approval letter upload. Technical requirements from Utility should be upload it as well as pdf.
        
        Upload pdf
        
        14 days from A.3.3
        
        Email template needed:
        
        A.3.4.1) Thank you email to send to Utility
        
        Fields to fill:
        
        Date when letter was received (automatic
        
        Link to screenshot
        
        Connection permit approved :check:
- - - - B.1.1
        
        Show fields on screen to create PVAM project
        
        Check bottom DATE
        
        1 day from 0.1.1
        
        Fields to complete
        
        To be completed by MCG
        
        Electrician
        
        B.1.5
        
        Assign electrician and send a notification
        with access to this specific project
        
        Multiple picklist selection[Include one option "Not needed"]
        
        5 days from B.1.1
        
        Link to screenshot
        
        Answer
        
        B.1.5.1
        
        Upload pdf with 1.18, AI, IAT
        
        4 days from B.1.5
        
        Fields to complete:
        
        Electro form ready
        
        Link to screenshot
        
        1 more item...
        
        Material
        
        B.1.4
        
        Assign material company and send a notification
        with access to this specific project
        
        Multiple picklist selection[Include one option "Not needed"]
        
        5 days from B.1.1
        
        Link to screenshot
        
        Answer
        
        B.1.4.1
        
        Upload pdf with material list and K2 file for confirmation
        
        X days from B.1.4
        
        Fields to complete:
        
        Material cost
        
        Link to screenshot
        
        B.1.4.1.1
        
        Approval of material list
        
        Check bottom, DATE
        
        Responsible:
        
        Installer
        
        X day from B.1.4.1
        
        Link to screenshot
        
        1 more item...
        
        B.1.3
        
        Assign scaffolding company and send a notification with access to this specific project
        
        Multiple picklist selection[Include one option "Not needed"]
        
        5 days from B.1.1
        
        Link to screenshot
        
        Answer
        
        B.1.3.1
        
        Upload PO/contract confirming acceptation of the project :red_flag:
        
        Upload pdf
        
        Responsible:
        
        Scaffolding
        
        X days from B.1.3
        
        Fields to complete:
        
        PO ammount
        
        Link to screenshot
        
        1 more item...
        
        B.1.2
        
        Assign installation company and send a notification
        with access to this specific project
        
        Multiple picklist selection
        
        5 days from B.1.1
        
        Link to screenshot
        
        Answer
        
        B.1.2.1
        
        Upload PO/contract confirming acceptation of the project :red_flag:
        
        Upload pdf
        
        Responsible:
        
        Installer
        
        X days from B.1.2
        
        Fields to complete:
        
        PO ammount
        
        Link to screenshot
        
        B.1.2.1.1
        
        Technical visit date (Installer)
        
        Check bottom, DATE
        
        Responsible:
        
        Installer
        
        X days from B.1.2.1
        
        Fields to complete:
        
        Comments from Installer after Tech visit
        
        Link to screenshot
        
        1 more item...
        
        Client
        
        1 more item...
- - - - B.2.4 [QC]
        
        Validation of the installation based on the Scorecard
        
        Upload pdf (or implement scorecard in SF)
        
        5 days from B.2.3
        
        Fields to complete:
        
        Scorecard value
        
        Link to screeshot
        
        :check: Installation is approved
        
        B.2.5
        
        Email to Scaffolding company to remove scafolding
        
        Send email
        
        1 day from B.2.3
        
        Email template needed
        
        B.2.5.1 Email to scaffolding company to remove scaffolding
        
        Link to screeshot
        
        1 more item...
        
        B.2.6
        
        Modification of fields according to installer info in SF in the Projects
        
        Writing in SF
        
        1 day from B.2.4
        
        Fields to complete:
        
        Commissioning date (based on installer information)
        
        Link to screeshot
        
        B.2.7
        
        Generation of "As built" documentation and validate the installation [link to documents]
        
        1 day from B.2.4
        
        Link to screeshot
        
        :red_cross: Email to installer asking for modifications based on the score card :red_flag:
        
        Installer performs the modifications. :red_flag:
- - - - C.2 Building Permit
        
        C.2.4
        
        Create Final doc
        
        2 days from B.2.7
        
        Template needed:
        
        C.2.4.1) Final doc
        
        Link to screenshot
        
        Include customer in Referral program and Newsletter :red_flag:
        
        C.2.1
        
        Generate documents for subsidy
        
        1 day from B2.6
        
        Templates needed
        
        C.2.1.1) Subsidy documentation (per Municipality)
        
        Link to screenshot
        
        C.2.2
        
        Send email to Municipality with Subsidy documentation + other if needed (A.2.3)
        
        Send email
        
        1 day from C.2.1
        
        Email template needed:
        
        C.2.2.1) Email to Municipality to request local subsidy
        
        Link to screenshot
        
        C.2.3
        
        Upload letter with local subsidy approval
        
        Upload pdf
        
        28 days from C.2.2
        
        Email template needed:
        
        C.2.3.1) Thank you email to send to Municipality
        
        Link to screenshot
        
        1 more item...
      - C.1 SwissGrid
        
        C.1.1
        
        Generation of SwissGrid templates
        
        1 day from B2.6
        
        Templates needed:
        
        C.1.1.1) Verifiy data
        
        C.1.1.2) Garantee of origin
        
        C.1.1.3) IBAN
        
        C.1.1.4) Change of beneficiary
        
        C.1.1.5) Commissioning form
        
        Link to screenshot
        
        C.1.2
        
        Send Verifiy data to Utility/External Controller (+electrical test from installer). Add Garantie of origin form + Commissioning form depending on the Utility"
        
        Send email
        
        1 day from C.1.1
        
        Email template needed:
        
        C.1.2.1) Email to send the verified data to Utility
        
        C.1.2.2) Email to send the verified data to External controller
        
        Link to screenshot
        
        C.1.3
        
        Upload reply from Utility/External controller
        
        Upload pdf
        
        14 days from C.1.3
        
        Link to screenshot
        
        C.1.4
        
        Send originals by post
        
        Check bottom + DATE
        
        2 days from C.1.3
        IF SG sent directly, add IBAN :red_flag:
        
        Link to screenshot
        
        C.1.5
        
        Upload Letter from SwissGrid with confirmation of Retribution
        
        Upload pdf
        
        270 days from C.1.4
        
        Link to screenshot
        
        1 more item...
        
        C.1.4.B
        
        [For DP contracts] Send email to customer with a copy of the information
        
        Send email
        
        2 days from C.1.3
        
        Email template needed:
        
        C.1.4.B Email to send to customer with copy of PDF from C.1.3 + C.1.1.2 + C.1.1.3
        
        Link to screenshot
        
        1 more item...
      - C.3. Insurances
        
        C.3.1 Communication to broker
        
        Create file
        
        2 days from B.2.7
        
        Template needed:
        
        C.3.1.1) Risk reporting Insurance :red_flag:
        
        Link to screenshot
      - C.4 Other communication
        
        C.4.1 Other communications
        
        2 days from B.2.7
        :red_flag:
        Link to checklist file(AECA,...)
        
        Link to screenshot
- - - - AuroraSolar
        Link to software
        
        Design
        Link
        
        Sun hours
        Link
        
        Pics
        Link
        
        SF New Offers for SALES
        [Change Opp status to Offer ready]