Information under Tasks is common for all types of projects/tasks.

Information regarding Customer connection is found under the Connections tab.

 

Application

If the Contractor web is used, the application is created by the contractor, and the object already exists.

If the Contractor web is not used, the application is created by pressing the Create inquiry/application icon in the east panel tab Connections.

 

The Application tab

Under the Application tab, information is filled in from the application form regarding the applikation, electrical installer, facility/customer, and property owner.

•Inquiry date - specified using a calendar or double-clicking in the field to enter today's date.

•Application regards - select from the code list.

•Clients reference - enter as free text, maximum 34 characters.

•Type of customer installation - select from the code list.

•Number of customer installations concerned - enter as a numeral.

•Description customer installation - provide additional information.

•Base voltage (kV) - select from the code list.

•Applied connection date - specified using a calendar.

•Type of service cable - select from the code list which grounding system applies to that specific facility.

•Service fuse - select size from the code list.

•Meter fuse - select size from the code list.

•Number of subscriptions/facilities

•Total power (kW)

•Power data - use the Add button.

•Additional information - provide supplementary information from the customer or installer. The text will appear on multiple printouts.

•Started/Closed activities - provides a quick overview of started activities (highlighted in yellow) and closed activities (highlighted in green).

 

The Installer tab

If the installer is registered in the Installer register, the information is retrieved from the register.

1.Press Search contractor/installer.

2.Fill in the search criteria and press Search.

3.Select the row for the installer and press OK.

If the installer is not in the register, manually fill in all the details.

 

The Installation/Customer tab

For an application of a new facility:

1.Fill in information about the Installation and Customer.

 

For an application of an existing facility:

1.Press Search subscription/facility.

2.Fill in the search criteria and press Search.

3.Select the row in the search results and press OK.

 

Sign a PDF

The PDF contains information from the Production tab.

1.Right-click on an Application and select Sign PDF > Application installer. A PDF for signing will be sent to the specified address under Email.

 

The Property Owner tab

1.If the customer and property owner are the same person, copy the data from the customer fields.

2.If the customer and property owner are different individuals, fill in information about the property owner and any contact person listed on the application form.

 

The Internal notes tab

Internal notes can be used for internal communication and contain information that is useful internally but should not be sent to the customer or installer.

 

The Messages tab

The function provides the ability to communicate with the installer creating the digital application in the Installer Web by sending and receiving messages to the specific installer, as well as sending and receiving files.

All messages and uploaded files will generate emails to the installer responsible for the application and will be accessible from the external web.