Admin

Document Master

71

Configure document requirements, min/max file counts, responsible roles, and applicability rules seeded from leadSchema.

Configured rules automatically instantiate project checklists on quotation conversion.
Document Name & Legacy KeyCategoryStageFiles (Min - Max)Responsible RoleApplicabilityStatusActions
Customer Aadhaar Cardkey: aadhaar
Customer & KYCDocumentation1 to 2 filesmixedAdminVerifier: AdminALWAYS Active
Customer PAN Cardkey: panCard
Customer & KYCDocumentation1 to 1 filesmixedAdminVerifier: AdminALWAYS Active
Latest Electricity Billkey: lightBillFile
Customer & KYCDocumentation1 to 2 filespdfAdminVerifier: AdminALWAYS Active
Consumer Light Bill Recordkey: lightBill
Customer & KYCDocumentation1 to 1 filespdfAdminVerifier: AdminALWAYS Active
Cancelled Bank Chequekey: cancelledCheque
Customer & KYCDocumentation1 to 1 filesmixedAdminVerifier: AdminALWAYS Active
Bank Passbook Copykey: passBookFile
Customer & KYCDocumentation1 to 1 filesmixedAdminVerifier: AdminALWAYS Active
PR Card (Property Register Card)key: prCard
Property & OwnershipDocumentation1 to 2 filespdfOffice ExecutiveVerifier: Operations & Documentation ManagerNAME CHANGE REQUIRED Active
Previous Owner Aadhaar Cardkey: previousOwnerAadharCard
Property & OwnershipDocumentation1 to 2 filesmixedOffice ExecutiveVerifier: Operations & Documentation ManagerNAME CHANGE REQUIRED Active
7/12 Extract (Saat Baara)key: sevenTwelve
Property & OwnershipDocumentation1 to 2 filespdfOffice ExecutiveVerifier: Operations & Documentation ManagerNAME CHANGE REQUIRED Active
Municipal Property Tax Receiptkey: taxSlip
Property & OwnershipDocumentation1 to 1 filesmixedOffice ExecutiveVerifier: Operations & Documentation ManagerNAME CHANGE REQUIRED Active
DISCOM Solar Grid Application (A1 Form)key: solarApplication
Electricity & DISCOMDocumentation1 to 2 filespdfOperations & Documentation ManagerVerifier: Project ManagerALWAYS Active
Load Extension Applicationkey: loadExtentionApplication
Electricity & DISCOMDocumentation1 to 2 filespdfOperations & Documentation ManagerVerifier: Project ManagerALWAYS Active
Load Extension Billing Proof & Fee Receiptkey: loadExtentionSendBillingProff
Electricity & DISCOMDocumentation1 to 2 filespdfOperations & Documentation ManagerVerifier: Project ManagerALWAYS Active
DISCOM Solar Sanction Letterkey: discomSolarSanctionLetter
Electricity & DISCOMEngineering1 to 1 filespdfOperations & Documentation ManagerVerifier: Project ManagerALWAYS Active
Solar Loan Application Docketkey: loanDocumentsForBank
Loan & BankingDocumentation1 to 4 filespdfOperations & Documentation ManagerVerifier: Project ManagerLOAN REQUIRED Active
Online Loan Sanction Letter Approvalkey: onlineApprovalOfSanctionLetter
Loan & BankingDocumentation1 to 1 filespdfOffice ExecutiveVerifier: Operations & Documentation ManagerLOAN REQUIRED Active
Income Tax Returns (ITR)key: ITRFiles
Loan & BankingDocumentation1 to 3 filespdfOffice ExecutiveVerifier: Operations & Documentation ManagerLOAN REQUIRED Active
Bank Statements (6 Months)key: bankStatements
Loan & BankingDocumentation1 to 2 filespdfOffice ExecutiveVerifier: Operations & Documentation ManagerLOAN REQUIRED Active
PM Surya Ghar Portal Registration Acknowledgementkey: loginToPMSuryaGhar
PM Surya Ghar & SubsidyDocumentation1 to 1 filesmixedOperations & Documentation ManagerVerifier: AdminSUBSIDY REQUIRED Active
PM Surya Ghar Subsidy In-Principle Sanctionkey: pmSuyaGharSanctionLetter
PM Surya Ghar & SubsidyEngineering1 to 1 filespdfOperations & Documentation ManagerVerifier: AdminSUBSIDY REQUIRED Active
PM Surya Ghar Joint Field Inspection Reportkey: subsidyInspectionFile
PM Surya Ghar & SubsidySubsidy1 to 2 filesmixedOperations & Documentation ManagerVerifier: AdminSUBSIDY REQUIRED Active
Subsidy Meter Reading Photographkey: subsidyReadingFile
PM Surya Ghar & SubsidySubsidy1 to 3 filesimageOperations & Documentation ManagerVerifier: AdminSUBSIDY REQUIRED Active
PM Surya Ghar Subsidy Claim Redemption Letterkey: pmSuryaGharRedeemFile
PM Surya Ghar & SubsidySubsidy1 to 1 filespdfOperations & Documentation ManagerVerifier: AdminSUBSIDY REQUIRED Active
Signed Purchase Order / Work Orderkey: purchaseOrderFile
Quotation & PaymentsConverted1 to 1 filespdfAdminVerifier: AdminALWAYS Active
Initial Advance / First Payment Screenshotkey: firstPaymentScreenshot
Quotation & PaymentsConverted1 to 2 filesimageAdminVerifier: AdminALWAYS Active
DISCOM RTS Scheme Clearance Certificatekey: rtsFile
Quotation & PaymentsDocumentation1 to 1 filespdfOperations & Documentation ManagerVerifier: Project ManagerALWAYS Active
Site Survey & Rooftop Photoskey: siteSurveyPhotos
Site SurveyEngineering3 to 8 filesimageSite EngineerVerifier: Project ManagerALWAYS Active
Site Technical Survey & Feasibility Reportkey: siteSurveyFile
Site SurveyEngineering1 to 2 filespdfSite EngineerVerifier: Project ManagerALWAYS Active
Solar Panels Delivery Challan & Unloading Photoskey: panelDeliveryFile
Material DeliveryDelivery1 to 4 filesmixedSite EngineerVerifier: Operations & Documentation ManagerALWAYS Active
Panel Serial Numbers Sheet & Barcode Scanskey: panelSerialNumberFile
Material DeliveryDelivery1 to 6 filesmixedSite EngineerVerifier: Operations & Documentation ManagerALWAYS Active
Inverter Delivery Challan & Serial Number Photokey: inverterDeliveryWithSerailNumber
Material DeliveryDelivery1 to 3 filesimageSite EngineerVerifier: Operations & Documentation ManagerALWAYS Active
Electrical BoS Material Delivery Receiptkey: electricalMaterialDelivery
Material DeliveryDelivery1 to 3 filesmixedSite EngineerVerifier: Project ManagerALWAYS Active
Fabrication Structure & Civil Material Delivery Challankey: fabricationMaterialAndCivelFoundationDelivery
Material DeliveryDelivery1 to 3 filesmixedSite EngineerVerifier: Project ManagerALWAYS Active
Structure Fabrication DC Delivery Challankey: fabricationMaterialDCFile
Material DeliveryDelivery1 to 2 filesmixedSite EngineerVerifier: Project ManagerALWAYS Active
Electrical Material DC Delivery Challankey: electricalMaterialDCFile
Material DeliveryDelivery1 to 2 filesmixedSite EngineerVerifier: Project ManagerALWAYS Active
Fabrication Structure Inspection Photoskey: siteIncpectopnAfterFabrication
Fabrication & Civil WorkInstallation2 to 6 filesimageSite EngineerVerifier: Project ManagerALWAYS Active
Fabrication Structure Alignment Inspection Reportkey: fabricationInspectionFile
Fabrication & Civil WorkInstallation1 to 3 filespdfSite EngineerVerifier: Project ManagerALWAYS Active
Civil Foundation & Grouting Inspection Photoskey: civilFoundationFile
Fabrication & Civil WorkInstallation2 to 6 filesimageAdminVerifier: AdminALWAYS Active
Civil Foundation Work Done Photoskey: civilFoundationWorkDoneFile
Fabrication & Civil WorkInstallation2 to 5 filesimageSite EngineerVerifier: Project ManagerALWAYS Active
Mounting Structure Stability Inspection Reportkey: structureInspectionFile
Fabrication & Civil WorkInstallation1 to 2 filespdfAdminVerifier: AdminALWAYS Active
Electrical Inspection Photoskey: electricalInspectionFile
Electrical InstallationTesting3 to 6 filesimageSite EngineerVerifier: Operations & Documentation ManagerALWAYS Active
AC Cabling & Panel Work Done Photoskey: acWrokDoneFile
Electrical InstallationInstallation2 to 5 filesimageSite EngineerVerifier: Project ManagerALWAYS Active
DC String Cabling & Array Work Done Photoskey: dcworkDoneFile
Electrical InstallationInstallation2 to 5 filesimageSite EngineerVerifier: Project ManagerALWAYS Active
Chemical Earthing Pit Work & Resistance Photoskey: earthingWOrkDoneFile
Electrical InstallationInstallation2 to 5 filesimageSite EngineerVerifier: Operations & Documentation ManagerALWAYS Active
Inverter Mounting & Termination Work Done Photoskey: invertorWorkDoneFile
Electrical InstallationInstallation2 to 4 filesimageSite EngineerVerifier: Project ManagerALWAYS Active
DC Side Combiner & Inverter Inspection Filekey: dcSideInspectionFile
Electrical InstallationTesting1 to 3 filesmixedAdminVerifier: AdminALWAYS Active
AC Distribution Board & LT Panel Inspection Filekey: acInspectionFile
Electrical InstallationTesting1 to 3 filesmixedAdminVerifier: AdminALWAYS Active
Earthing Pit Resistance Test & Inspection Filekey: erthingInspectionFile
Electrical InstallationTesting1 to 2 filesmixedAdminVerifier: AdminALWAYS Active
Electrical BoS Pre-Commissioning Inspection Reportkey: electricalInspection
Testing & InspectionTesting1 to 2 filespdfSite EngineerVerifier: Project ManagerALWAYS Active
Inverter Power-On & Grid Sync Photokey: inverterOnFile
Testing & InspectionTesting1 to 2 filesimageOperations & Documentation ManagerVerifier: Project ManagerALWAYS Active
Inverter E-Today & Total Generation Display Screenshotkey: invertorETodayAndTotalGenerationFile
Testing & InspectionTesting1 to 2 filesimageAdminVerifier: AdminALWAYS Active
DISCOM Joint Project Inspection Report (JIR)key: projectInspectionFile
Testing & InspectionTesting1 to 2 filespdfOperations & Documentation ManagerVerifier: Project ManagerALWAYS Active
Generation Meter Testing Lab Requisition Letterkey: genrationMeterTestingLetter
Meter Installation & CommissioningMeter1 to 1 filespdfSite EngineerVerifier: Operations & Documentation ManagerALWAYS Active
Generation Meter Lab Test Certificatekey: genrationMeterTesting
Meter Installation & CommissioningMeter1 to 1 filespdfOperations & Documentation ManagerVerifier: AdminALWAYS Active
Generation Meter Test Clearance Certificate by MSEB/MSEDCLkey: genrationMeterByMSEBFile
Meter Installation & CommissioningMeter1 to 1 filespdfOperations & Documentation ManagerVerifier: Project ManagerALWAYS Active
Bi-Directional Net Meter Installation Reportkey: meterInstallationFile
Meter Installation & CommissioningMeter1 to 4 filesimageOperations & Documentation ManagerVerifier: Project ManagerALWAYS Active
Consumer Meter Replacement & Removal Reportkey: meterReplacementReportFile
Meter Installation & CommissioningMeter1 to 2 filespdfOperations & Documentation ManagerVerifier: Project ManagerALWAYS Active
DISCOM Net Metering Work Completion & Release Letterkey: releaseLetterFile
Meter Installation & CommissioningMeter1 to 1 filespdfOperations & Documentation ManagerVerifier: Project ManagerALWAYS Active
DISCOM Meter Release Order Letterkey: meterReleaseLetterFile
Meter Installation & CommissioningMeter1 to 1 filespdfOperations & Documentation ManagerVerifier: Project ManagerALWAYS Active
DISCOM Solar Plant Geo-Tagging Certificatekey: taggingFile
Meter Installation & CommissioningMeter1 to 2 filesmixedOperations & Documentation ManagerVerifier: Project ManagerALWAYS Active
Generation & Net Meter Tagging Photo/Reportkey: meterTaggingFile
Meter Installation & CommissioningMeter1 to 3 filesimageOperations & Documentation ManagerVerifier: Project ManagerALWAYS Active
Net Meter / Generation Meter Official Inspection Reportkey: meterInspectionFile
Meter Installation & CommissioningMeter1 to 2 filespdfAdminVerifier: AdminALWAYS Active
Customer System Handover & Acceptance Certificatekey: fileHandOver
Project HandoverHandover1 to 1 filespdfProject ManagerVerifier: AdminALWAYS Active
Domestic Content Requirement (DCR) Undertaking & Certificatekey: dcrFile
Project HandoverHandover1 to 1 filespdfOperations & Documentation ManagerVerifier: AdminSUBSIDY REQUIRED Active
Final Project Handover Print Dossier Ready Slipkey: handOverFileReadyWithPrintFile
Project HandoverHandover1 to 1 filespdfProject ManagerVerifier: AdminALWAYS Active
Solar Module DCR & Inverter Manufacturer Warranty Packkey: handoverDCRWarrantyPack
Project HandoverHandover1 to 2 filespdfProject ManagerVerifier: AdminALWAYS Active
Project Safety Undertaking & Structural Stability Declarationkey: safetyUndertaking
Project HandoverHandover1 to 1 filespdfProject ManagerVerifier: AdminALWAYS Active
As-Built Single Line Diagram & Rooftop Layout Drawingskey: asBuiltDrawings
Project HandoverHandover1 to 2 filespdfProject ManagerVerifier: AdminALWAYS Active
EPC Final Tax Invoice (GST Invoice)key: invoiceUrl
Invoice & Final PaymentPayment1 to 1 filespdfAdminVerifier: AdminALWAYS Active
Milestone Stage Payment Screenshotkey: paymentScreenshot
Invoice & Final PaymentPayment1 to 2 filesimageAdminVerifier: AdminALWAYS Active
Final Milestone Payment Clearance Screenshotkey: finalPaymentScreenshot
Invoice & Final PaymentPayment1 to 2 filesimageAdminVerifier: AdminALWAYS Active