Claim or transfer a plant

Scope

How to set or change the registered owner of a plant. For the concept, see Who a plant belongs to. For a new site, see Hand a new site over to your client.

Location

• Path: open the plant from All plants, then the menu of your username, then Plant settings.
• Ownership line: at the top of the Access tab. It shows Owner: and a name, or No owner set.

Permissions

• Claim ownership: all access levels, when the plant has no registered owner
• Set owner, Clear owner: SolarMD staff only
• Hand over: Full control, or an admin of an organisation that has Full control

Route 1: Claim by Scan

1. On the Access tab, make sure that the ownership line shows No owner set.
2. Click Claim ownership.
3. In the dialog, click Start the claim.
4. In 15 minutes or less, scan the QR code on the logger with your phone.
5. If the phone shows a sign-in page, use the account that started the claim.
6. Click Confirm ownership.

The system records you as the registered owner, with SCAN in the How column of the history. Your access changes to Full control. The access of other people does not change.

Route 2: Owner Set by SolarMD Staff

Contact SolarMD support to record an organisation as the owner, or to correct an incorrect owner.

• Reason: necessary, and kept in the ownership history
• Emails: the system sends an email to the previous owner and to the new owner
• If the previous owner is a person: the access of that person changes to Viewer
• If the previous owner is an organisation: the system removes its Full control row

Route 3: Hand-over

1. Open the Hand over tab.
2. If you are the registered owner, keep Also transfer registered ownership selected. This also moves the registered ownership.
3. If the tab shows Share plant conversation history with the new owner, select it. This gives the earlier messages to the new owner.
4. In Search people, type the name of the person.
5. Click Search.
6. On the row of the person, click Hand over.
7. If there is no row, type the address in or type an email address. Then click Send offer.
8. Click Yes.

• Offer: it stays open for 48 hours. A plant can have only one open offer. Resend and Withdraw are on the tab.
• When the person accepts: they get Full control, and you change to Viewer.

Troubleshooting

• "You need access to this plant before you can claim ownership." Ask a person with Full control to add you.
• "This plant already has a registered owner." Ask the owner for a hand-over, or contact SolarMD support.
• "A window is already open on this plant." If the claim is yours, scan the logger immediately. If not, the Access tab shows when the other claim closes.
• "A window was already opened on this plant today. Try again tomorrow." Each plant can have one claim each day, in South African time. Start again after midnight.
• "Your ownership window has expired. Open a new one from the plant page." Start a new claim the next day.
• "Could not offer this plant - you may no longer hold it." Your access changed, and you cannot make the hand-over. Reload the page.
• "This plant has no active logger, so it cannot be handed over. Connect a logger first." Connect a logger to the plant, then make the offer.
• "This hand-over offer has expired. Ask the current owner to send a new one." Make a new offer on the Hand over tab.
• "This hand-over was sent to a different email address. Sign in as that user to accept it." The recipient must use the account with the email address on the offer.

Tips and Gotchas

• The registered owner is the household or business that owns the site, not the installer.
• If the phone shows the logger adoption page, the claim is closed or you scanned a different logger.