Install Deviation SOP

Design Install Deviation Process:

Follow these steps when handling design deviations from the installation crew.

1. Take the Call:
   Answer the call from the install crew and follow the Call SOP.

2. Access the Account in Aurora:
   Pull up the customer’s account in Aurora.

3. Create a Duplicate Design:
   Duplicate the Final Design model and rename it DC@I.

   • Pro tip: When checking why a design won't work, check the module spacing, for the Unirac combo clamps it should 1/2"  between modules. See example photo below.

4. Refer to the Installation CD:
   Open the Installation CD to review the designer's notes.

5. Collect Required Photos:
   The crew must send photos of the area they want to change, showing:

   • Chalked Layout: Photos must show the layout where it does not fit as designed.

   • Smaller Roof: Photos with measurements showing the roof won't fit the design.

   • Obstruction:

     • If it was an obvious oversight, chalking isn't necessary.

     • If not obvious, the crew must chalk the area to show the issue.

     • Roof measurements,

6. Proposed Change:
   The crew must draw up a proposed change and get it signed by the customer.

7. Check Jurisdiction Requirements:
   Use WavefunctION sheet to verify if the jurisdiction allows the change (named Inspection Changes, just ctrl-f it) .

8. Types of Layout Changes:

   • Soft Layout Changes: These don’t need manager approval. Examples include:

     • Installer preference (for easier installation).

     • Shifts within the same roof section.

   • Hard Layout Changes: These require manager approval (Joe, Ethan, Cam or James). Examples include:

     • Production drops of more than 5%. Or Increase by 10%

     • Moving or adding panels to a different roof section.

9. Create a Change Order (CO):
   Once the deviation is finalized, create a CO for compliance to process the design change, and log the error.

10.  If the layout changes happens to end up being a pull off. The crews are not to leave site until they upload measurements of why it wouldn't fit. 

Electrical Design Changes Process:

Use this process for making electrical design changes during installation.

1. Take the Call:
   Answer the call from the install crew and follow the Call SOP.

2. Access Site Survey Photos:
   Pull up the electrical photos from the site survey.

3. Collect Issue Photos:
   Have the crew send photos of the issue, such as:

   • The need for interconnection changes.

   • Possible drywall damage.

   • Incorrect details (e.g., a subpanel that was listed as back-to-back but is actually in the middle of the home).

4. Review Proposed Solution:
   If the solution seems reasonable, proceed with the change order.

   • If you need assistance, reach out to leadership (Joe or Sam).

Create a Change Order:

Once all necessary details are collected and confirmed, create a CO for the changes.