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System Instructions


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Introduction 

This page reviews how external contractors are able to can add equipment to their project.


Instructions

UI Steps
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UI Step

Log into the Salesforce Portal and access the Projects Tab. 

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UI Step

Access the Project Record in Salesforce by licking clicking the link in the Project Name column.

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UI Step

In the Project Records page, click on the the Project Equipment tab.

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UI Step

Then, click the New Project Equipment button to add new Project Equipment details.

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UI Step

On the next page, use the drop-down menu to select whether it is a Wind Project Equipment or Solar Project Equipment record. Then, click the Continue button.

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UI Step

The page will redirect to the New Project Equipment page, use the Equipment Type drop-down menu to select the Equipment Type.

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UI Step

The Manufacturer field will become available after you select the Equipment Type is selected. Use the drop-down menu to select the Manufacturer.

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If you select Other is selected as an option under the Manufacturer field, then the Other Manufacturer Text Field should be filled.


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UI Step

Once you have entered all of the data is entered , click on the the Save to save the record.

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Click on Save & New button to save a record and create a new record immediately.

Click on Cancel button to exit out of the page without saving any information.


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UI Step

Once the new Project Equipment is created successfully, a message confirming Project Equipment has been saved will pop up.

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UI Step

Once the new Project Equipment is created, go back to the Project Records page and click on the Project Equipment tab to check/edit the new Project Equiment.

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