Service project overview

You can use the Service project workflow to provide post-installation services to Customers.

Service request tasks

Core

Task	Role
Create Service request	Principal Quality & Service
Complete Service review	Prime Quality & Service
Final Service review	Principal Quality & Service

Conditional

These Tasks only appear if certain conditions are met.

Task	Role	Conditions
Receive Manufacturer service outcome	Prime Quality & Service	Appears if outcome of Create Service request is Manufacturer action require
Complete Internal service review	Prime Quality & Service	Appears if outcome of Create Service request is Resolve issue internally
Address Service feedback	Prime Quality & Service	Appears if outcome of Final Service review is Additional Prime input required.

Audit job tasks

Core

* Skippable via flag

Task	Role	On-app	Off-app
Confirm Prime for Audit *	Principal Operations	✅	✅
Confirm Audit job	Prime System Design	✅	✅
Assign Audit to Installer and App	Prime Schedule Operations	✅	✅
Send Audit details to Installer	Prime Schedule Operations	-	✅
Set Audit Date	Prime Schedule Operations	-	✅
Upload Audit Documents and Photos	Prime Documents Operations	-	✅
Review Audit Artefacts	Prime Review Design	✅	✅
Complete Audit Review	Prime Review Design	✅	✅
Final Audit review *	Principal Operations	✅	✅

Conditional

These Tasks are part of the Audit job workflow, but they only appear if certain conditions are met.

Task	Role	On-app	Off-app	Conditions
Follow-up Installer: Accept Audit	Prime Schedule Operations	✅	-	Triggered 3 days after a Audit job has not been accepted by the Installer via Installer app.
Follow-up Installer: Submit Audit forms	Prime Documents Operations	✅	-	Triggered 3 days after a scheduled Audit if the Installer hasn't submitted the required artefacts.
Update Asset serial numbers	Prime Documents Operations	✅	✅	Triggered when the Review Audit Artefacts Task outcome is Yes - The Asset register needs to be updated
Review Job Cancellation	Prime Operations	✅	✅	Triggered if operator cancels the Job from the Job record.

Asset replacement tasks

Core

* Skippable via flag

Task	Role	On-app	Off-app
Confirm Prime for Asset replacement *	Principal Operations	✅	✅
Confirm Asset replacement job	Prime System Design	✅	✅
Assign Asset replacement to Installer and app	Prime Schedule Operations	✅	✅
Send Asset replacement details to Installer	Prime Schedule Operations	-	✅
Set Asset replacement date	Prime Schedule Operations	-	✅
Upload Asset replacement documents and photos	Prime Documents Operations	-	✅
Send Order Request to Supplier *	Prime Logistics Operations	✅	✅
Review and Send Job pack to Installer	Prime System Design	-	✅
Review Asset replacement artefacts	Prime Quality & Service	✅	✅
Confirm Monitoring Setup *	Prime Quality & Service	✅	✅
Complete QA *	Prime Quality & Service	✅	✅
Update Asset serial numbers	Prime Documents Operations	✅	✅
Upload regulatory documents	Prime Documents Operations	✅	✅
Start meter upgrade *	Prime Operations	✅	✅
Final Asset replacement review *	Principal Operations	✅	✅

Conditional

These Tasks are part of the core Asset replacement workflow, but they only appear if certain conditions are met.

Task	Role	On-app	Off-app	Conditions
Address Asset replacement feedback	Prime Operations	✅	✅	Appears if outcome of Final Asset replacement review is Requires additional input from Prime.
Follow up Installer: Accept Asset replacement	Prime Schedule Operations	✅	-	Triggered 3 days after a Asset replacement job has not been accepted by the Installer via Installer app.
Follow up Installer: Submit Asset replacement forms	Prime Documents Operations	✅	-	Triggered 3 days after a scheduled Asset replacement if the Installer hasn't submitted the required artefacts.