New packet · step 1 of 4
○Not ready for recommendation
Step 1 · Site & customer

Who and where is the site?

Capture the site, the customer, your contact there, and what the customer is asking for. This starts the qualification packet the solution reviewer will read.

Site & customer
Who and where — the basics every packet needs.
The facility / energy / operations contact on the customer side.
The site qualification operator filling in this packet.
Optional — the commercial or solution owner, if known.
What the customer wants
What the customer is primarily asking for at this site.
Pick the customer's main goal. Some goals need extra review.
A high value can raise a NO_GO to CUSTOM_REVIEW — it can never produce a GO.