SolarGrade Knowledge Base

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Creating an Issue — Notebook View

There are two ways to create an issue from an inspection: one using the notebook view and the other using the map view. The notebook view is the default setting for all SolarGrade users. You know you’re in this view when you have to swipe between sections, categories, and items and see a checklist of items to check. 

This article is designed to walk you through how to create an issue when you find a failure on-site. 


  • When you find an issue item, select FAIL or tap the yield icon in that item’s line
  • The description box will populate with a pre-written description that states what the issue is, why it’s significant, and the recommended action
    • You can modify the description
    • Use the barcode scanner to add serial numbers of the equipment as necessary
  • Georeference the issue
    • Use your phone or tablet’s GPS to add location coordinates of the issue
    • You can add multiple locations per one issue
      • Mobile App
        • Select the Location button as you would ordinarily select a location
        • Select the carrot/arrow button in the bottom right corner
        • Select the + sign
        • Tap where on the screen you would like to add an arrow (you can do this indefinitely)
        • You can move or delete locations using the other icons
      • Desktop
        • Select the Location button for the issue in question
        • Click the pin icon
        • Click the location on the map where you want to drop the pin
        • Select the Confirm button
        • Again, you can do this as often as you like
  • Add photos of the issue
    • Use the app to snap new photos
    • Upload photos from your camera roll (note: if you have the location settings turned on for your device, then you will be prompted to use that image’s location as the issue location) 
    • The uploading user is tagged under that photo along with a timestamp of the upload or image edit
    • You can edit photos by tapping/clicking on the uploaded photo. This will pull up an editing window where you can add shapes, text, draw, and annotate the photo. Hit SAVE to save your edits.
  • Choose the criticality level
    • Critical
      • Issue found presents an immediate risk to personnel or site safety. De-energize system, notify appropriate personnel and pursue corrective actions immediately.
    • Major
      • Issue found presents a risk to personnel or site safety. Dispatch technician to remedy issue as soon as possible.
    • Minor
      • Issue found does not present an immediate risk to personnel or site safety. Create a task to remedy on next scheduled O&M visit
    • Negligible
      • Issue found does not present a risk to personnel or site safety. Consider creating a task to remedy on next scheduled O&M visit
  • Assign occurrences
    • For systemic issues: you will likely add a new issue or duplicate an existing issue until it is revealed to be systemic, in which case you will want to update the occurrence to 100%
  • Choose the action taken
    • Corrected
      • If you were able to correct in the field
      • Include 2 photos — one labeled “before” and the other labeled “after”
    • Task Created
      • For future remedy
    • Noted
      • For when you’re not certain if it’s against code, but want to flag it nonetheless
      • For keeping information internal — does not show as a task in the report
    • Verified
      • For verifying that the issue still exists and is as it is presented
      • Edit & annotate photos by clicking on them