Backlog Release SSA Job Aide
This job aide is in reference to the backlog release process. Please use this as a quick check to ensure that all checks are completed, and documentation is accurate prior to releasing lines from the backlog. If any of the checks are incomplete or inaccurate, work with the field to take corrective action. Backlog cannot be released until all checks are completed and documentation is accurate.
Status of SR is Completed – Equipment Configuration (Light installations) or Closed
Equipment Location field must be populated (exception: NO EQUIP SRs)
Item Description matches backlog service line
Unit Condition populated
Sales Order # and Sales Order Line # match backlog release request
If components required, component serial #s listed in the Notes/Resolution Description field or Light Configuration form on Attachments tab
Activity Types match backlog release request
Field Service Report = $0
Startup Checklist attached with Attachment Type: Installation Checklist
Checklist title matches Item Description
Serial # on checklist matches serial # on the SR
If Disposition fields are blank, no action required
If Disposition fields are populated
Equip Out of Spec letter is attached to the serial # as Attachment Type: Equip Out of Spec Letter
Serial # on out of spec letter matches the serial # on the SR and checklist
Utility Name on out of spec letter matches Utility on checklist exactly
Measurement on out of spec letter matches Result on checklist exactly
Specification on out of spec letter matches Specification on checklist exactly
Examples:
Acceptable – Measurement and Specification match exactly
Not Acceptable – Measurement and Specification do not match exactly
