Using Task Templates

Using Task Templates


What is a Task Template?

A template is a pre-defined list of subtasks that can be added when a user is adding tasks from:
  1. A thermographic or other report
  2. Observation(s)
  3. Annotation(s) from Development & Construction events
  4. A returned search from the Digital Twin

Setting up a template

Templates are managed on a portfolio level, so they can be applied to tasks in any solar farm the user has access to. The templates can be accessed from the left menu. A new template can be added by clicking on the "Add Template" button in the upper right corner.

The user will need to add a template name and at least one subtask, with the selection criteria.
  1. Subtask name
  2. Selection type: 
    1. The default selection will be "Pass/Fail/NA". 
    2. The chosen selection type depends on what information needs to be actioned from the subtask
      1. Pass/Fail/NA, which is used for a checklist-style action e.g. "Check cable connection"
      2. Number, which is used for a type of measurement e.g. Module temperature measurement (C)
      3. Date, which would be displayed if a task was date dependent e.g. "Serial number added"
      4. Text, which could be used for anything answer that might need to be alphanumeric

How do I create a Task Template in the system?

Please watch this video to see a step-by-step guide on creating task templates. In this video, you’ll learn how to create and digitalize PPIs, quality checks, and O&M checks directly in the Above Platform, ensuring they are available for your entire portfolio of sites to improve standardization and efficiency:


Managing existing templates

Once a template is added, it can be managed by clicking on that row, which will open up a new page. From there, the following can be updated:
  1. Template name
  2. Description
  3. Subtask details
    1. Title and selector type can be changed
    2. Subtasks can be moved by clicking on the dots to the right of the subtask title
    3. Subtasks can be added and removed
The template can also be duplicated and deleted by clicking on the buttons in the right upper corner.


How do I apply templates to a Task List?

The following video shows the steps to add items into a Task List, based on non conformities in a Thermographic report and visual evidence from Observations. This video shows how to apply templates for cases where you need to randomly select a set of components to inspect (quality checks/preventative maintenance protocols):



For further help, visit the Tasks FAQ's page. Additionally, you can request further support below or contact your Technical Account Manager (TAM).

    • Related Articles

    • Creating Task Lists

      Create Task Lists Task Lists are composed of various forms of specific site data available within SolarGain. The following section outlines how evidence from each available option can be added to Task lists for follow-up interactions. When clicking ...

    • Sharing and Exporting Task Lists

      Sharing Select the Edit button Select the Edit button icon from the Task List that is required to be shared. How do I share Task Lists? In this video, you’ll learn how to share task lists, manage permissions, and assign roles when collaborating with ...

    • Tasks FAQ's

      General What is a Task List? A Task List is a collection of individual tasks grouped under one title. It’s meant for managing sets of related tasks (e.g. maintenance checks, site inspections) rather than single tasks. How are tasks different from ...

    • Managing Subtasks

      Adding subtasks There are 2 ways to add subtasks: Subtasks can be added and managed in the Task List itself Subtasks can be created in a Task Template, located in the left menu on a portfolio level, meaning these templates can be used in the Task ...

    • Using Subtasks in SolarGain Mobile

      How to action subtasks If the subtasks are being used in tasks as a checklist, they are quick to action in the mobile app. If the tasks has subtasks, there will be a indicator and count of subtasks in the List tab. When selecting the task, scroll ...