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Workflow Template

Battery commissioning and handover Workflow

Captures a battery commissioning test form, routes failed tests to installer rectification (with retest loop), then progresses through Commissioned and Handed Over statuses, sending the customer a handover summary email and a follow-up feedback request.

Picture your installer wrapping up a battery install, testing it on-site, and then juggling paperwork, follow-up calls and handover emails on top of the next job. This workflow captures the commissioning test form, automatically routes any failed test to a rectification task with a built-in retest loop, then moves the record through Commissioned and Handed Over statuses before emailing the customer a handover summary and a feedback request a couple of days later. Your team gets a clear record of every test, fix and handover step, without chasing details across texts and inboxes.

Business Outcomes

  • Reduces manual chasing between commissioning failures and installer rectification
  • Makes it easier to track every test result, fix and retest against a single record
  • Speeds up customer handover with automatic status updates and summary emails
  • Supports more consistent handover documentation across installers and jobs
  • Helps surface customer satisfaction trends through automated feedback requests

Workflow Steps

Steps

  1. 1
    Create Commissioning Recordcreate record

    Registers the submitted commissioning form as a new battery commissioning record.

  2. 2
    Set Status: Commissioningupdate record

    Sets the record status to Commissioning after the test form is submitted.

  3. 3
    Route on Commissioning Result

    Branches based on whether the overall commissioning result is Pass or Fail.

    result: "Pass"→Set Status: Commissioned
    result: "Fail"→Set Status: Rectification
    Default→Set Status: Rectification
  4. 4
    Set Status: Rectificationupdate record

    Sets the record status to Rectification when the commissioning test result is a Fail.

  5. 5
    Rectification Taskcreate task

    Assigns the solar installer a task due in 2 days to record the fault, the fix and the retest result.

  6. 6
    Save Rectification Resultupdate record

    Persists the fault, fix and retest result captured by the installer to the record.

  7. 7
    Route on Retest Result

    Branches based on whether the retest passed or failed after rectification.

    retest_result: "Pass"→Set Status: Commissioned
    retest_result: "Fail"→Loop Back to Rectification
    Default→Loop Back to Rectification
  8. 8
    Loop Back to Rectificationrestart from step

    Restarts the rectification cycle if the retest still fails, up to 2 additional attempts.

  9. 9
    Set Status: Commissionedupdate record

    Sets the record status to Commissioned once the system passes (initially or after rectification).

  10. 10
    Customer Handover Taskcreate task

    Assigns the solar installer a task due in 1 day to hand the system over to the customer and record the handover details.

  11. 11
    Save Handover Detailsupdate record

    Persists the handover confirmation details and warranty period captured by the installer to the record.

  12. 12
    Set Status: Handed Overupdate record

    Sets the record status to Handed Over once the customer handover is complete.

  13. 13
    Email Handover Summarysend email

    Emails the customer a summary of the battery details, backup circuits, app settings, shutdown procedure and warranty period.

  14. 14
    Wait 2 Days

    Waits two days after handover before requesting customer feedback.

  15. 15
    Request Customer Feedbackrequest external input

    Emails the customer a short feedback form with a 1-5 rating and comments.

Fields

  • Solar Installer Name*
  • Customer Name*
  • Customer Email*
  • Customer Mobile*
  • Site Address*
  • Battery Make*
  • +28 more fields

Forms

Battery Commissioning Form

24 fields

Data Views

Battery Commissioning Records

customer_name, site_address, battery_make, battery_model +4 more

Dashboard Widgets

Batteries by Commissioning Status

Recommended integrations

Setup the following integrations to extend workflow capability.

  • Send email in the workflow

    AWS SES logoAWS SES
battery commissioning and handoversolar and batterycommissioninghandovertradetrades

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Similar Categories

trades home servicesquality managementoperations managementelectrical

FAQs

Do I need technical skills to set up this workflow?

No. The template is ready to use, so your workspace can publish it and start running the live commissioning process straight away without any installation or development work. If you want to tweak wording or steps later, you can describe the change in plain English or edit it directly in the workflow editor.

Can my team customise the commissioning form or the tasks?

Yes, the form fields, task instructions and email content can all be adjusted to match how your business runs commissioning and handover. Changes can be made by describing what you want changed in plain English or by editing the steps directly, and earlier versions of the workflow are kept.

What happens if a battery fails its commissioning test?

When the Result is Fail, the record status is set to Rectification and a task is assigned to the solar installer, due in 2 days, to record the fault, the fix applied and the retest result. That retest result then routes the record either forward to Commissioned or back through another rectification cycle.

How many times can a rectification retest loop before something else happens?

If the retest still fails, the workflow loops back to the rectification task for up to 2 additional attempts. This keeps the fault-fix-retest cycle contained on the same record until the system passes, with each attempt visible in the record's timeline.

Who is responsible for the handover to the customer?

Once the system is marked Commissioned, the solar installer is assigned a Customer Handover Task due in 1 day. This task records whether the customer was shown the backup circuits, app settings and safe shutdown procedure, plus the warranty period, and the workflow waits for it to be completed before moving on.

Does the customer need to log into anything to receive updates?

No, customers take part through emailed forms and never need an account. They receive a handover summary email once the record status is set to Handed Over, and a short feedback form by email 2 days later.

What does the customer feedback request actually ask for?

It's a short emailed form asking for an overall satisfaction rating from 1 to 5 and an open comments field for any suggestions. This is sent automatically 2 days after the handover email, giving the customer time to use the system first.

Where can my team see the status of each battery job?

Each commissioning request is a record with a reference number, a status such as Commissioning, Rectification, Commissioned or Handed Over, and a timeline showing what happened and when. Table views and dashboards let your team see all records grouped by status at a glance.

Is this workflow suitable for multiple installers working across different jobs?

Yes, tasks and approvals are assigned to specific team members, so each rectification and handover task goes to the right solar installer for that job. Workspace admins and members can track progress across all active commissioning records from one place.

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Battery commissioning and handover Workflow | assess.one