Non-sensitive fields

More about non-sensitive fields and how to use them

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What is non-sensitive fields?

Non-sensitive fields are specific fields that can be edited by an admin even after a document is in approval phase. These fields are primarily those where an admin might receive details at a later stage and still needs the flexibility to input this information, even after initial approval.
When a document is in the "In Approval" stage—displaying either a green or orange status but not yet "Locked" (shown in blue)—fields marked as "non-sensitive" will display a green unlocked icon. This indicates that these fields can still be edited.
Here's where you'll find these "non-sensitive" fields:
  • "Certificate Number" in the following documents:
    • Test Report for SSEG
    • Single Phase COC Photo Report
    • Inverter / Battery Photo Report
    • Inverter / Battery Installation Quality Report
    • Roof Photo Quality Report
  • "Initial Certificate Number" and "Initial Certificate Date Issued" in the Electrical COC document.
Steps on how to edit a non-sensitive field on the Energy Warehouse app:
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1️⃣ Open the Energy Warehouse app and navigate to the “Job” you would like to edit
2️⃣ Click on the “Job”
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3️⃣ Scroll down to “Template Documents
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4️⃣ Navigate to the “Approved” document you would like to edit a non-sensitive field for
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5️⃣ Expand the document card and click on “Edit”
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6️⃣ Edit the desired “non-sensitive” field(s)
The Non-sensitive fields in the document is marked with a green unlocked icon
The steps above not working?
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