File Browser Backup SOP

Step 1 

Crews will need access to the Ion Solar Gmail account and they will need to download the Google drive  app.

Step 2

Crews will need to create a folder with plus button and name the folder with CX project name. 

Step 3

Next they will need go into the folder and create sub folders (using the same step as above) so that we can separate the roof and electrical photos. 

Step 4 

Then they will need to go into the hamburger menu (the 3 dots) in the top right, then click share. 

Step 5

Click on the people icon. 

Step 7

Make sure that you click the link icon in the top right, so that you can paste it in your appt comments or call it in to field support. 

Step 8

The upload the respective photos to the correct folders. 

Step 9 (FOR FIELD SUPPORT/POST INSTALL QA TEAM)

We need to make sure that the folder gets downloaded and uploaded to Salesforce, this is so that the link ever goes bad we have a back up already living on the CX account.

Upload this downloaded file to the section                  10-commissioning ---> Installation photos

Step 10 (FOR FIELD SUPPORT/POST INSTALL QA TEAM)

Upload this downloaded file to the section                  10-commissioning ---> Installation photos