Flags
These are the available Flags on the UPowr Platform, organised by type.
The Default column is the setting used when a Flag is not set in any Class.
Onboarding
| Flag | Description | Default |
|---|---|---|
| Default Energy Profile | The default energy profile used in system forecasts. | No default |
| Default retail offer | The default retail offer to be used when creating a quote. | No default |
| Enable Service projects | Allow users to create Service projects. | true |
| Enable Site contacts | Allow Site contact details to be entered in the CX platform or Console. | false |
| Enable as commercial customer | Allow company details to be entered in the CX platform or Console. | false |
| Onboard Customers automatically | Skip the Onboard customer site task. | false |
| Project rejected email | Set the template for the email sent to a Customer when their Project is rejected. | No default |
| Set default Customer class | Choose the default Customer class to be automatically applied when a new Customer is created. | No default |
| Set default Prime contractor | Choose a default Prime contractor to automatically assign to the Customer | No default |
| Set default Project class | Choose the default Project class to be automatically applied when a new Project is created. | No default |
| Set default Site class | Choose the default Site class to be automatically applied when a new Site is created. | No default |
| Set default site phase | Choose a default phase to automatically set during site onboarding | No default |
| Skip System design workflow | Skip the System design workflow after a Site is created. | false |
| Switchboard photos reviewed email | Set the template for the email sent to a Customer when an Operator finishes reviewing their Switchboard photos. | No default |
Quoting
| Flag | Description | Default |
|---|---|---|
| Average time to installation | An estimate of the number of days between Quoting and Installation (used for STC calculations). | 0 |
| Enable Design review checklist | Require Operators to complete a Design review checklist in the Finalise quotes and Final design review tasks. | No default |
| Enable product set | Choose the product set that defines which Asset models that Operators can choose from when designing a system. | No default |
| Force Quote Controls | Determine the quote customer cost control default settings | No default |
| Forecast excludes GST | Forecast excludes GST | false |
| Hide Preferred Days | Hide preferred days for scheduling from the customer journey | false |
| Hide Quote controls | Hide the controls that Customers see on the Quote, such as Government support toggles. | false |
| Installation cost - Min | The minimum allowable installation cost (in cents). | 0 |
| Installation cost - Panel | The installation cost for a solar panel (in cents). | 0 |
| Installation cost - Panel threshold | The number of panels in a system for which the Installation cost per panel doesn't apply. | 0 |
| Installation cost - Watt | The installation cost for a watt of solar (in cents). | 0 |
| Margin - Battery quote flat | The margin amount added to a Quote's service fee when it contains a battery (in cents). | 0 |
| Margin - Flat | The margin amount applied to a Quote (in cents). | 0 |
| Margin - Percentage | The margin percentage applied to the total cost of hardware and installation (as a decimal). | 0 |
| Override Design final review form | Choose the form that Operators complete in the Final review task for a quote. Applies to the Publish quotes workflow. | "Quote/Final review" |
| Override Design review form | The review form that Operators complete in the System Design task. | "Quote/Design review" |
| Quote deposit - Flat | The amount Customers must pay as their Quote deposit (in cents). | 0 |
| Quote deposit - Method | Whether the Quote deposit is a flat amount or calculated as a percentage. | No default |
| Quote deposit - Percentage | The percentage of the Quote amount that Customers must pay as their deposit (as a decimal). | 0 |
| Quote published email | Set the template for the email sent to a Customer when their Quote is published. | No default |
| Quote rejected email | Set the template for the email sent to a Customer when their Quote is rejected. | No default |
| Quote requested email | Set the template for the email sent to a Customer when they request a quote. | No default |
| Referral - Margin max | The maximum allowable referral margin, calculated based on system size (in watts). | 0 |
| Referral - Margin per watt | The margin applied to referrals for each watt of solar (in cents). | 0 |
| Require SLD | Generate a Single Line Diagram. | false |
| Require Site inspection | Make Site inspections a requirement for every quote. | false |
| STC price | The price of a Small-scale Technology Certificate (in cents). | 0 |
| Set BOM Calculation method | Choose the Bill of materials calculation method used when generating quotes. | No default |
| Set design tools | Choose the design tools that are available to Operators when designing systems. | No default |
| Skip Design review task | Skip the Review quotes task and the option to reject the quote. Applies to the Create and quote system design workflow. | false |
| Skip Final design review task | Skip the Final design review task. Applies to the Publish quotes workflow. | false |
| Skip Uploading Switchboard Photos | The customer will be able to complete their order without uploading switchboard photos. | false |
| Skip campaign token | Skip the Generate campaign token task. Applies to the Create and quote system design workflow. | false |
| Skip forecast calculations | Skip energy and financial calculations for a system design. | false |
| Skip quote transactional emails | Skip the tasks that send transactional email comms to the Customer. Applies to the Create and quote system design workflow. | false |
| Validity period - Campaign token | The number of days that a Quote's campaign token is valid before it expires. | 0 |
| Validity period - Quote | The number of days that a Quote is valid before it expires. | 0 |
General
| Flag | Description | Default |
|---|---|---|
| Enable the Family Domestic Violence field on the customer | Show the FDV field and allow it to be edited on the customer screen. | false |
| Password created email | Set the template for the email sent to a Customer when they set a password for their account. | No default |
| Set Bill of materials document | Set the document template to use for Bill of materials. | No default |
| Set Leave behind pack document | Set the document template to use for Leave behind packs. | No default |
| Set Offline quote document | Set the document template to use for Offline quotes. | No default |
| Set Sales project default Inspection job type | Set the default Inspection workflow based Job type used for Sales projects. | "inspection" |
| Set Sales project default Installation job type | Set the default Installation workflow based Job type used for Sales projects. | "installation" |
| Set company profile | Enter company details to use in branding, documentation, and Customer comms. | No default |
| Set financial review form | The form that operators complete in the Financial review task. | No default |
| Skip CRM updates | Turn off sending updates to the integrated CRM. Applies to all workflows. | false |
| Skip VPP Integration | Skip VPP integration. | false |
| Skip financial review task | Skip the financial review task. | false |
Buying
| Flag | Description | Default |
|---|---|---|
| Finance request approved email | Set the template for the email sent to a Customer when an Operator marks their finance request as approved by the financial institution. | No default |
| Finance request cancelled email | Set the template for the email sent to a Customer when an Operator marks their finance request as cancelled by the financial institution. | No default |
| Finance request initiated email | Set the template for the email sent to a Customer when they request to pay via financing. | No default |
| Finance request rejected email | Set the template for the email sent to a Customer when an Operator marks their finance request as rejected by the financial institution. | No default |
| NSW Gov - PDRS incentive max | The maximum incentive provided in the NSW Government's Peak Demand Reduction Scheme (in cents). | 0 |
| NSW Gov - PRC price | The price of a Peak Reduction Certificate in the NSW Government's Peak Demand Reduction Scheme (in cents). | 0 |
| NSW Gov - RSS amount max | The maximum rebate provided in the NSW Government's Rebate Swap for Solar program (in cents). | 0 |
| Rebate initiated email | Set the template for the email sent to a Customer when they initiate a rebate request. | No default |
| Set Gov support options | Choose the Government financial support options that are available to Customers when ordering their system. | No default |
| Set payment options | Choose the payment options that are available to Customers when ordering their system. | No default |
| Solar Vic - Battery loan max | The maximum battery loan that Solar Victoria provides (in cents). | 0 |
| Solar Vic - Battery loan min | The minimum solar system size required to qualify for a Solar Victoria battery loan (in watts). | 0 |
| Solar Vic - Battery rebate max | The maximum rebate that Solar Victoria provides for batteries (in cents). | 0 |
| Solar Vic - Electrification Grant rebate max | The maximum rebate that Solar Victoria provides for a Residential Electrification Grant (in cents). | 0 |
| Solar Vic - Panel loan max | The maximum loan that Solar Victoria provides for solar panels (in cents). | 0 |
| Solar Vic - Panel rebate max | The maximum rebate that Solar Victoria provides for solar panels (in cents). | 0 |
| Start gov support workflow automatically | Start the Solar order workflow automatically when the Customer accepts their contract. Applies to the Create and quote system design workflow. | false |
| WA Gov - Residential Battery Scheme | Configure settings for the Western Australian Government’s Residential Battery scheme. | Loan max in cents:0; Western Power - Rebate Max kWh:0, Rebate cents per kwh:0; Horizon Power - Rebate Max kWh:0, Rebate cents per kwh:0 |
Installation
| Flag | Description | Default |
|---|---|---|
| Installation - Add workflow to end | Select an additional workflow to run at the end of the Installation job. | No default |
| Installation - Add workflow to start | Select an additional workflow to run at the start of the Installation job. | No default |
| Installation - Job assignment defaults | Set defaults for the Assign Installation to Installer and App task, and select whether the Task is skipped. This setting applies directly to the Prime Contractor and should only be configured using the Prime Contractor Manager. | No default |
| Installation - Require PTC before installation | Make completing the Receive permission to connect task a requirement for the Job status to change to 'Prepared' in Installation jobs. | false |
| Installation - Require STC application | Make STC applications a requirement for Installation jobs. | false |
| Installation - Scheduling lead time | The number of days of lead time that are blocked out when an Installer is scheduling Installation jobs. | 0 |
| Installation - Set Address Installation feedback task form | Set the form that Operators complete in the Address Installation feedback task. | No default |
| Installation - Set Change quote request task form | Set the form that Operators complete in the Change quote request task for Installation jobs. | No default |
| Installation - Set Change quote review task form | Set the form that Operators complete in the Change quote review task for Installation jobs. | No default |
| Installation - Set Commissioning sheet Installer form | Set the Installer app form to use for the Commissioning sheet task in Installation jobs. | No default |
| Installation - Set Complete QA task form | Set the form that Operators complete in the Complete QA task. | No default |
| Installation - Set Confirm monitoring setup task form | Set the form that Operators complete in the Confirm monitoring setup task. | No default |
| Installation - Set Final Installation review task form | Set the form that Operators complete in the Final Installation review task. | No default |
| Installation - Set Job cancelled SMS | Set the SMS template used to inform a Customer that their Installation job has been cancelled. | No default |
| Installation - Set Job closed SMS | Set the SMS template used to inform a Customer that their Installation job is closed. | No default |
| Installation - Set Job commissioned SMS | Set the SMS template used to inform a Customer that their Installation job has been commissioned. | No default |
| Installation - Set Job created email | Set the email template used to inform a Customer that their Installation job has been created. | No default |
| Installation - Set Job ready email | Set the email template used to inform a Customer that their Installation job is ready to proceed. | No default |
| Installation - Set Job reminder SMS | Set the SMS template used to remind a Customer one day before their Installation job is scheduled. | No default |
| Installation - Set Job reminder email | Set the template for the email sent to a Customer one day before their Installation job is scheduled. | No default |
| Installation - Set Job rescheduled SMS | Set the SMS template used to inform a Customer that their Installation job has been rescheduled. | No default |
| Installation - Set Job rescheduled email | Set the email template used to inform a Customer that an Operator has rescheduled their Installation job. | No default |
| Installation - Set Job scheduled email | Set the email template used to inform a Customer that an Operator has scheduled their Installation job. | No default |
| Installation - Set Job submitted SMS | Set the SMS template used to inform a Customer that their Installer has submitted all Installation docs. | No default |
| Installation - Set Job today email | Set the template for the email sent to a Customer on the day their Installation job is scheduled. | No default |
| Installation - Set Pre-start checklist Installer form | Set the Installer app form to use for the Pre-start checklist task in Installation jobs. | No default |
| Installation - Set Review Installation artefacts task form | Set the form that Operators complete in the Review Installation artefacts task. | No default |
| Installation - Set Roof works installation Installer form | Set the Installer app form to use for the Roof works installation task in Installation jobs. | No default |
| Installation - Set System installation Installer form | Set the Installer app form to use for the System installation task in Installation jobs. | No default |
| Installation - Set System manual document | Set the document template to use for Installation System manuals. | No default |
| Installation - Set available days | Set the available days for Installation jobs. | [0,1,2,3,4,5,6] |
| Installation - Set docs submitted email (Vic) | Set the Victoria-specific email template used to inform a Customer that all Installation docs have been collected. | No default |
| Installation - Set report submitted email | Set the email template used to inform a Customer that an Operator has submitted their Installation report. | No default |
| Installation - Set required Installer tasks | Set the Installer tasks that are required to complete Installation jobs. | No default |
| Installation - Set scheduling Job on non-preferred day SMS | Set the SMS template used to schedule a Customer's Installation job on a non-preferred day. | No default |
| Installation - Set scheduling Job on preferred day SMS | Set the SMS template used to schedule a Customer's Installation job on a preferred day. | No default |
| Installation - Set welcome pack email | Set the template for the email sent to a Customer when their system is commissioned. | No default |
| Installation - Set Installation info sheet document | Set the document template to use for Installation info sheets. | No default |
| Installation - Skip Calculate voltage rise task | Skip the Calculate voltage rise task in Installation jobs. | true |
| Installation - Skip Charge balance task | Skip the Charge balance from Customer task in Installation jobs. | false |
| Installation - Skip Complete QA task | Skip the Complete QA task in Installation jobs. | false |
| Installation - Skip Confirm Prime task | Skip the Confirm Prime for Installation task. | false |
| Installation - Skip Confirm monitoring setup task | Skip the Confirm monitoring setup task in Installation jobs. | false |
| Installation - Skip Customer invoice task | Skip the Generate customer invoice task in Installation jobs. | false |
| Installation - Skip Final review task | Skip the Final review task in Installation jobs. | false |
| Installation - Skip Grid connect application tasks | Skip the Lodge application to connect and Receive permission to connect tasks in Installation jobs. | false |
| Installation - Skip Installer documents | Skip generating Installer documents in Installation jobs. | false |
| Installation - Skip Leave behind pack task | Skip the Upload leave behind pack task in Installation jobs. | false |
| Installation - Skip Override SLD task | Skip the Override SLD task in Installation jobs. | false |
| Installation - Skip Pre-Installation review task and emails | Skip the Installation workflow Pre-Installation review task and related transactional email comms to the Customer. | false |
| Installation - Skip STC platform tasks | Skip the Set up site in STC platform and Upload STC assignment form tasks in Installation jobs. | false |
| Installation - Skip Upload regulatory documents task | Skip the Upload regulatory documents task in Installation jobs. | false |
| Installation - Skip meter upgrade task | Skip the Complete meter upgrade task in Installation jobs. | true |
| Installation - Skip procurement tasks | Skip the Send order request to supplier and Receive order confirmation from supplier tasks in Installation jobs. | false |
| Installation - Skip transactional SMS comms | Select the SMS comms to Customers that are skipped in Installation jobs. | false |
| Installation - Skip transactional emails | Don't send transactional email comms to Customers in Installation jobs. | false |
| Installation - Skip “Follow up Installer” tasks | Skip all “Follow up Installer” tasks in Installation jobs. | false |
Rectification
| Flag | Description | Default |
|---|---|---|
| Rectification - Job assignment defaults | Set defaults for the Assign Rectification to Installer and App task, and select whether the Task is skipped. This setting applies directly to the Prime Contractor and should only be configured using the Prime Contractor Manager. | No default |
| Rectification - Scheduling lead time | The number of days of lead time that are blocked out when an Installer is scheduling Rectification jobs. | 0 |
| Rectification - Set Change quote request task form | Set the form that Operators complete in the Change quote request task for Rectification jobs. | No default |
| Rectification - Set Change quote review task form | Set the form that Operators complete in the Change quote review task for Rectification jobs. | No default |
| Rectification - Set Complete review task form | Set the form that Operators complete in the Complete Rectification review task. | No default |
| Rectification - Set Final review task form | Set the form that Operators complete in the Final Rectification review task. | No default |
| Rectification - Set Installer sheet document | Set the document template to use for Rectification Installer sheets. | No default |
| Rectification - Set Job cancelled SMS | Set the SMS template used to inform a Customer that their Rectification job has been cancelled. | No default |
| Rectification - Set Job closed SMS | Set the SMS template used to inform a Customer that their Rectification job is closed. | No default |
| Rectification - Set Job completed and quote updated email | Set the email template used to inform a Customer that their Rectification job is complete and their Quote has been updated. | No default |
| Rectification - Set Job completed and requote created email | Set the email template used to inform a Customer that their Rectification job is complete and a new Quote has been created. | No default |
| Rectification - Set Job completed email | Set the email template used to inform a Customer that their Rectification job has been completed. | No default |
| Rectification - Set Job reminder SMS | Set the SMS template used to remind a Customer one day before their Rectification job is scheduled. | No default |
| Rectification - Set Job reminder email | Set the template for the email sent to a Customer one day before their Rectification job is scheduled. | No default |
| Rectification - Set Job rescheduled SMS | Set the SMS template used to inform a Customer that their Rectification job has been rescheduled. | No default |
| Rectification - Set Job rescheduled email | Set the email template used to inform a Customer that an Operator has rescheduled their Rectification job. | No default |
| Rectification - Set Job scheduled email | Set the email template used to inform a Customer that an Operator has scheduled their Rectification job. | No default |
| Rectification - Set Job submitted SMS | Set the SMS template used to inform a Customer that their Installer has submitted all Rectification docs. | No default |
| Rectification - Set Review artefacts task form | Set the form that Operators complete in the Review Rectification artefacts task. | No default |
| Rectification - Set available days | Set the available days for Rectification jobs. | [0,1,2,3,4,5,6] |
| Rectification - Set report submitted email | Set the email template used to inform a Customer that an Operator has submitted their Rectification report. | No default |
| Rectification - Set scheduling Job on non-preferred day SMS | Set the SMS template used to schedule a Customer's Rectification job on a non-preferred day. | No default |
| Rectification - Set scheduling Job on preferred day SMS | Set the SMS template used to schedule a Customer's Rectification job on a preferred day. | No default |
| Rectification - Set Rectification checklist Installer form | Set the Installer app form to use for the Rectification checklist task in Rectification jobs. | No default |
| Rectification - Set Rectification info sheet document | Set the document template to use for Rectification info sheets. | No default |
| Rectification - Skip Confirm Prime task | Skip the Confirm Prime for Rectification task. | false |
| Rectification - Skip Final review task | Skip the Final review task in Rectification jobs. | false |
| Rectification - Skip transactional SMS comms | Select the SMS comms to Customers that are skipped in Rectification jobs. | false |
| Rectification - Skip transactional emails | Don't send transactional email comms to Customers in Rectification jobs. | false |
| Rectification - Skip “Follow up Installer” tasks | Skip all “Follow up Installer” tasks in Rectification jobs. | false |
Audit
| Flag | Description | Default |
|---|---|---|
| Audit - Job assignment defaults | Set defaults for the Assign Audit to Installer and App task, and select whether the Task is skipped. This setting applies directly to the Prime Contractor and should only be configured using the Prime Contractor Manager. | No default |
| Audit - Scheduling lead time | The number of days of lead time that are blocked out when an Installer is scheduling Audit jobs. | 0 |
| Audit - Set Change quote request task form | Set the form that Operators complete in the Change quote request task for Audit jobs. | No default |
| Audit - Set Change quote review task form | Set the form that Operators complete in the Change quote review task for Audit jobs. | No default |
| Audit - Set Complete review task form | Set the form that Operators complete in the Complete Audit review task. | No default |
| Audit - Set Final review task form | Set the form that Operators complete in the Final Audit review task. | No default |
| Audit - Set Job cancelled SMS | Set the SMS template used to inform a Customer that their Audit job has been cancelled. | No default |
| Audit - Set Job closed SMS | Set the SMS template used to inform a Customer that their Audit job is closed. | No default |
| Audit - Set Job completed and quote updated email | Set the email template used to inform a Customer that their Audit job is complete and their Quote has been updated. | No default |
| Audit - Set Job completed and requote created email | Set the email template used to inform a Customer that their Audit job is complete and a new Quote has been created. | No default |
| Audit - Set Job completed email | Set the email template used to inform a Customer that their Audit job has been completed. | No default |
| Audit - Set Job reminder SMS | Set the SMS template used to remind a Customer one day before their Audit job is scheduled. | No default |
| Audit - Set Job reminder email | Set the template for the email sent to a Customer one day before their Audit job is scheduled. | No default |
| Audit - Set Job rescheduled SMS | Set the SMS template used to inform a Customer that their Audit job has been rescheduled. | No default |
| Audit - Set Job rescheduled email | Set the email template used to inform a Customer that an Operator has rescheduled their Audit job. | No default |
| Audit - Set Job scheduled email | Set the email template used to inform a Customer that an Operator has scheduled their Audit job. | No default |
| Audit - Set Job submitted SMS | Set the SMS template used to inform a Customer that their Installer has submitted all Audit docs. | No default |
| Audit - Set Review artefacts task form | Set the form that Operators complete in the Review Audit artefacts task. | No default |
| Audit - Set available days | Set the available days for Audit jobs. | [0,1,2,3,4,5,6] |
| Audit - Set report submitted email | Set the email template used to inform a Customer that an Operator has submitted their Audit report. | No default |
| Audit - Set scheduling Job on non-preferred day SMS | Set the SMS template used to schedule a Customer's Audit job on a non-preferred day. | No default |
| Audit - Set scheduling Job on preferred day SMS | Set the SMS template used to schedule a Customer's Audit job on a preferred day. | No default |
| Audit - Set Audit checklist Installer form | Set the Installer app form to use for the Audit checklist task in Audit jobs. | No default |
| Audit - Set Audit info sheet document | Set the document template to use for Audit info sheets. | No default |
| Audit - Skip Confirm Prime task | Skip the Confirm Prime for Audit task. | false |
| Audit - Skip Final review task | Skip the Final review task in Audit jobs. | false |
| Audit - Skip transactional SMS comms | Select the SMS comms to Customers that are skipped in Audit jobs. | false |
| Audit - Skip transactional emails | Don't send transactional email comms to Customers in Audit jobs. | false |
| Audit - Skip “Follow up Installer” tasks | Skip all “Follow up Installer” tasks in Audit jobs. | false |
Asset replacement
| Flag | Description | Default |
|---|---|---|
| Asset replacement - Add workflow to end | Select an additional workflow to run at the end of the Asset replacement job. | No default |
| Asset replacement - Add workflow to start | Select an additional workflow to run at the start of the Asset replacement job. | No default |
| Asset replacement - Job assignment defaults | Set defaults for the Assign Asset replacement to Installer and App task, and select whether the Task is skipped. This setting applies directly to the Prime Contractor and should only be configured using the Prime Contractor Manager. | No default |
| Asset replacement - Require PTC before installation | Make completing the Receive permission to connect task a requirement for the Job status to change to 'Prepared' in Asset replacement jobs. | false |
| Asset replacement - Require STC application | Make STC applications a requirement for Asset replacement jobs. | false |
| Asset replacement - Scheduling lead time | The number of days of lead time that are blocked out when an Installer is scheduling Asset replacement jobs. | 0 |
| Asset replacement - Set Address Asset replacement feedback task form | Set the form that Operators complete in the Address Asset replacement feedback task. | No default |
| Asset replacement - Set Change quote request task form | Set the form that Operators complete in the Change quote request task for Asset replacement jobs. | No default |
| Asset replacement - Set Change quote review task form | Set the form that Operators complete in the Change quote review task for Asset replacement jobs. | No default |
| Asset replacement - Set Commissioning sheet Installer form | Set the Installer app form to use for the Commissioning sheet task in Asset replacement jobs. | No default |
| Asset replacement - Set Complete QA task form | Set the form that Operators complete in the Complete QA task. | No default |
| Asset replacement - Set Confirm monitoring setup task form | Set the form that Operators complete in the Confirm monitoring setup task. | No default |
| Asset replacement - Set Final Asset replacement review task form | Set the form that Operators complete in the Final Asset replacement review task. | No default |
| Asset replacement - Set Job cancelled SMS | Set the SMS template used to inform a Customer that their Asset replacement job has been cancelled. | No default |
| Asset replacement - Set Job closed SMS | Set the SMS template used to inform a Customer that their Asset replacement job is closed. | No default |
| Asset replacement - Set Job commissioned SMS | Set the SMS template used to inform a Customer that their Asset replacement job has been commissioned. | No default |
| Asset replacement - Set Job created email | Set the email template used to inform a Customer that their Asset replacement job has been created. | No default |
| Asset replacement - Set Job ready email | Set the email template used to inform a Customer that their Asset replacement job is ready to proceed. | No default |
| Asset replacement - Set Job reminder SMS | Set the SMS template used to remind a Customer one day before their Asset replacement job is scheduled. | No default |
| Asset replacement - Set Job reminder email | Set the template for the email sent to a Customer one day before their Asset replacement job is scheduled. | No default |
| Asset replacement - Set Job rescheduled SMS | Set the SMS template used to inform a Customer that their Asset replacement job has been rescheduled. | No default |
| Asset replacement - Set Job rescheduled email | Set the email template used to inform a Customer that an Operator has rescheduled their Asset replacement job. | No default |
| Asset replacement - Set Job scheduled email | Set the email template used to inform a Customer that an Operator has scheduled their Asset replacement job. | No default |
| Asset replacement - Set Job submitted SMS | Set the SMS template used to inform a Customer that their Installer has submitted all Asset replacement docs. | No default |
| Asset replacement - Set Job today email | Set the template for the email sent to a Customer on the day their Asset replacement job is scheduled. | No default |
| Asset replacement - Set Pre-start checklist Installer form | Set the Installer app form to use for the Pre-start checklist task in Asset replacement jobs. | No default |
| Asset replacement - Set Review Asset replacement artefacts task form | Set the form that Operators complete in the Review Asset replacement artefacts task. | No default |
| Asset replacement - Set Roof works installation Installer form | Set the Installer app form to use for the Roof works installation task in Asset replacement jobs. | No default |
| Asset replacement - Set System installation Installer form | Set the Installer app form to use for the System installation task in Asset replacement jobs. | No default |
| Asset replacement - Set System manual document | Set the document template to use for Asset replacement System manuals. | No default |
| Asset replacement - Set available days | Set the available days for Asset replacement jobs. | [0,1,2,3,4,5,6] |
| Asset replacement - Set docs submitted email (Vic) | Set the Victoria-specific email template used to inform a Customer that all Asset replacement docs have been collected. | No default |
| Asset replacement - Set report submitted email | Set the email template used to inform a Customer that an Operator has submitted their Asset replacement report. | No default |
| Asset replacement - Set required Installer tasks | Set the Installer tasks that are required to complete Asset replacement jobs. | No default |
| Asset replacement - Set scheduling Job on non-preferred day SMS | Set the SMS template used to schedule a Customer's Asset replacement job on a non-preferred day. | No default |
| Asset replacement - Set scheduling Job on preferred day SMS | Set the SMS template used to schedule a Customer's Asset replacement job on a preferred day. | No default |
| Asset replacement - Set welcome pack email | Set the template for the email sent to a Customer when their system is commissioned. | No default |
| Asset replacement - Set Asset replacement info sheet document | Set the document template to use for Asset replacement info sheets. | No default |
| Asset replacement - Skip Calculate voltage rise task | Skip the Calculate voltage rise task in Asset replacement jobs. | true |
| Asset replacement - Skip Charge balance task | Skip the Charge balance from Customer task in Asset replacement jobs. | false |
| Asset replacement - Skip Complete QA task | Skip the Complete QA task in Asset replacement jobs. | false |
| Asset replacement - Skip Confirm Prime task | Skip the Confirm Prime for Asset replacement task. | false |
| Asset replacement - Skip Confirm monitoring setup task | Skip the Confirm monitoring setup task in Asset replacement jobs. | false |
| Asset replacement - Skip Customer invoice task | Skip the Generate customer invoice task in Asset replacement jobs. | false |
| Asset replacement - Skip Final review task | Skip the Final review task in Asset replacement jobs. | false |
| Asset replacement - Skip Grid connect application tasks | Skip the Lodge application to connect and Receive permission to connect tasks in Asset replacement jobs. | false |
| Asset replacement - Skip Installer documents | Skip generating Installer documents in Asset replacement jobs. | false |
| Asset replacement - Skip Leave behind pack task | Skip the Upload leave behind pack task in Asset replacement jobs. | false |
| Asset replacement - Skip Override SLD task | Skip the Override SLD task in Asset replacement jobs. | false |
| Asset replacement - Skip Pre-Asset replacement review task and emails | Skip the Asset replacement workflow Pre-Asset replacement review task and related transactional email comms to the Customer. | false |
| Asset replacement - Skip STC platform tasks | Skip the Set up site in STC platform and Upload STC assignment form tasks in Asset replacement jobs. | false |
| Asset replacement - Skip Upload regulatory documents task | Skip the Upload regulatory documents task in Asset replacement jobs. | false |
| Asset replacement - Skip meter upgrade task | Skip the Complete meter upgrade task in Asset replacement jobs. | true |
| Asset replacement - Skip procurement tasks | Skip the Send order request to supplier and Receive order confirmation from supplier tasks in Asset replacement jobs. | false |
| Asset replacement - Skip transactional SMS comms | Select the SMS comms to Customers that are skipped in Asset replacement jobs. | false |
| Asset replacement - Skip transactional emails | Don't send transactional email comms to Customers in Asset replacement jobs. | false |
| Asset replacement - Skip “Follow up Installer” tasks | Skip all “Follow up Installer” tasks in Asset replacement jobs. | false |
Site inspection
| Flag | Description | Default |
|---|---|---|
| Site inspection - Job assignment defaults | Set defaults for the Assign Site inspection to Installer and App task, and select whether the Task is skipped. This setting applies directly to the Prime Contractor and should only be configured using the Prime Contractor Manager. | No default |
| Site inspection - Scheduling lead time | The number of days of lead time that are blocked out when an Installer is scheduling Site inspection jobs. | 0 |
| Site inspection - Set Change quote request task form | Set the form that Operators complete in the Change quote request task for Site inspection jobs. | No default |
| Site inspection - Set Change quote review task form | Set the form that Operators complete in the Change quote review task for Site inspection jobs. | No default |
| Site inspection - Set Complete review task form | Set the form that Operators complete in the Complete Site inspection review task. | No default |
| Site inspection - Set Final review task form | Set the form that Operators complete in the Final Site inspection review task. | No default |
| Site inspection - Set Job cancelled SMS | Set the SMS template used to inform a Customer that their Site inspection job has been cancelled. | No default |
| Site inspection - Set Job closed SMS | Set the SMS template used to inform a Customer that their Site inspection job is closed. | No default |
| Site inspection - Set Job completed and quote updated email | Set the email template used to inform a Customer that their Site inspection job is complete and their Quote has been updated. | No default |
| Site inspection - Set Job completed and requote created email | Set the email template used to inform a Customer that their Site inspection job is complete and a new Quote has been created. | No default |
| Site inspection - Set Job completed email | Set the email template used to inform a Customer that their Site inspection job has been completed. | No default |
| Site inspection - Set Job reminder SMS | Set the SMS template used to remind a Customer one day before their Site inspection job is scheduled. | No default |
| Site inspection - Set Job reminder email | Set the template for the email sent to a Customer one day before their Site inspection job is scheduled. | No default |
| Site inspection - Set Job rescheduled SMS | Set the SMS template used to inform a Customer that their Site inspection job has been rescheduled. | No default |
| Site inspection - Set Job rescheduled email | Set the email template used to inform a Customer that an Operator has rescheduled their Site inspection job. | No default |
| Site inspection - Set Job scheduled email | Set the email template used to inform a Customer that an Operator has scheduled their Site inspection job. | No default |
| Site inspection - Set Job submitted SMS | Set the SMS template used to inform a Customer that their Installer has submitted all Site inspection docs. | No default |
| Site inspection - Set Review artefacts task form | Set the form that Operators complete in the Review Site inspection artefacts task. | No default |
| Site inspection - Set available days | Set the available days for Site inspection jobs. | [0,1,2,3,4,5,6] |
| Site inspection - Set report submitted email | Set the email template used to inform a Customer that an Operator has submitted their Site inspection report. | No default |
| Site inspection - Set scheduling Job on non-preferred day SMS | Set the SMS template used to schedule a Customer's Site inspection job on a non-preferred day. | No default |
| Site inspection - Set scheduling Job on preferred day SMS | Set the SMS template used to schedule a Customer's Site inspection job on a preferred day. | No default |
| Site inspection - Set Site inspection checklist Installer form | Set the Installer app form to use for the Site inspection checklist task in Site inspection jobs. | No default |
| Site inspection - Set Site inspection info sheet document | Set the document template to use for Site inspection info sheets. | No default |
| Site inspection - Skip Confirm Prime task | Skip the Confirm Prime for Site inspection task. | false |
| Site inspection - Skip Final review task | Skip the Final review task in Site inspection jobs. | false |
| Site inspection - Skip transactional SMS comms | Select the SMS comms to Customers that are skipped in Site inspection jobs. | false |
| Site inspection - Skip transactional emails | Don't send transactional email comms to Customers in Site inspection jobs. | false |
| Site inspection - Skip “Follow up Installer” tasks | Skip all “Follow up Installer” tasks in Site inspection jobs. | false |
Considering
| Flag | Description | Default |
|---|---|---|
| Campaign token updated email | Set the template for the email sent to a Customer when they request a new link to their Quote. | No default |
Service
| Flag | Description | Default |
|---|---|---|
| Service project - Set Address service feedback task form | Set the form that Operators complete in the Address service feedback task. | No default |
| Service project - Set Complete service review task form | Set the form that Operators complete in the Complete service review task. | No default |
| Service project - Set Final service review task form | Set the form that Operators complete in the Final service review task. | No default |
| Service project - Set Internal service review task form | Set the form that Operators complete in the Internal service review task. | No default |
| Service project - Set Manufacturer service outcome task form | Set the form that Operators complete in the Manufacturer service outcome task. | No default |
| Service project - Set Service request task form | Set the form that Operators complete in the Service request task. | No default |