FREQUENTLY ASKED QUESTIONS (FAQ)

You can! This feature is only available on the desktop though. To change or add a new layout for your site visit, please complete the following steps.

• First, navigate to the site visit that you are working in
• Click the gear icon to the right of the GENERATE REPORT button
• Select Add Layout to add a layout to the site visit, or select Change Layout to change the existing layout for the site visit
• Select the layout you are looking for
• This should automatically update the site visit

The best way to change what is included in your report or deliverable is to set up a report customization template.

The Report Customization feature allows users to have different report templates for different clients. While this article covers our primary forms of report customizations, please note that we also offer complete branding (white label) customization for enterprise users or as an added one-time fee.

Let’s go over how to set up a customized template.

• First, navigate to the REPORTS tab.
• Then select the Report Customizations gear icon.
  • Similar to your TEMPLATES tab, this is where all your report customizations are organized. There is a HelioVolta customization as an example.
• To add a new customization, select ADD CUSTOMIZATION.
• Complete the form to customize your report:
  • Name the customization
  • Upload the logo associated with that customization
  • Opt in/out of footer information
  • Edit footer information
  • Opt in/out to displaying the client name
  • Opt in/out to displaying the client company
  • Opt in/out to displaying the inspectors name
  • Opt in/out to displaying Issues marked as Pass
  • Opt in/out to displaying Issues marked as Fail
    • Opt in/out to filtering issues by Issue Status (Open, Closed, Observation)
    • Opt in/out to filtering issues by Severity Level
  • Opt in/out to displaying the percentage of issues marked as Fail and Pass out of the total number of issues in a report
  • Opt in/out to filtering the report to include only certain sections of the site visit report
  • Opt in/out to including informational items
  • Opt in/out to displaying the site visit date
  • Opt in/out to displaying the timestamp on photos
  • Opt in/out to displaying the issue summary count
  • Opt in/out to displaying the map view of the site
  • Opt in/out to displaying the project details
  • Opt in/out to displaying the executive summary
  • Opt in/out to displaying the issue summary table
  • Opt in/out to displaying the severity definition table
  • Opt in/out of a cover page for PDF reports
    • Edit the cover page for PDF reports
    • Choose a logo for the cover page
    • Opt in/out to displaying the client name
    • Opt in/out to displaying the project name
    • Opt in/out to displaying the project power
    • Opt in/out to displaying the site visit name
    • Opt in/out to displaying the site visit scope
    • Opt in/out to displaying the site visit date
    • Opt in/out to displaying additional text
    • Edit additional text to be displayed on all reports using this customization
    • Opt in/out to a customizable blank text page (typically a disclaimer or document information page)
  • Change the photo display size
    • Options include 4×1 (smaller, standard sized photo) and 2×2 (larger photo; can only be applied to interactive and high resolution PDF reports)
• Select SAVE.

When you return to the Report Customizations page, you can find that particular customization and set it as the default for your space by selecting the double checkmark in between the edit and delete icons. 

If you have multiple customizations and need them for specific types of reports or for certain clients, you can select the customization when you generate a report.  

To do this:

• • • First select the gear icon to the right of the “Generate Report” button within a site visit.

    • Select “Choose Report Customization”

    • Select your customization

    • Click the “Generate Customization” button

If a site visit is read-only, that means one of two things are occurring.

1. You are a user with an inspector role. This means that you can only see projects and site visits that you are assigned to. If you can see the project and the site visit, but cannot edit, it means that you are not assigned to the site visit. Talk to your manager and ask to be added to the site visit. 
2. You are a user in an account that uses project sharing. In project sharing, two accounts can create site visits in the same project. If a site visit is read-only, then that site visit is owned by the other account that shares that project. Talk to your collaborating account to determine your process and workflows.

If you cannot see a project that you're looking for, it is most likely that you are a user with a manager or inspector user role and are not assigned to the project in question. 

In order to resolve this, have an admin user (or manager user if you're an inspector) add you to the project that you wish to work on. If you are an inspector, you will also need to be added to the site visit that you are working on too.

If you are an admin or account owner and unable to locate a project, please email us at solargrade@heliovolta.com.

If you are adding locations to an issue, and they are appearing outside the parameters of a project site, it is due to a connectivity issue.

The solution here is to disable the feature that scrubs the location from your photo's location while you are in an area where service is poor. 

You will still be able to accurately use your device's GPS to add locations. It will be more accurate because it's pulling straight from the device and not the photo.