Define inspection prerequisites and the evidence required to schedule.
Permitting and PTO / Inspection and PTO
Solar inspection and PTO tracking
Separate installation completion from inspection passage and final operating permission, with evidence for every transition.
Record
01Inspection checklist
02Inspection appointment
03Correction item
04Meter action
Current reviewReview installation and document readiness
Configured during assessment- 01Review installation and document readinessCurrent decision
- 02Schedule the required inspectionNext controlled handoff
- 03Record result and correctionsNext controlled handoff
- 04Confirm meter or utility actionsNext controlled handoff
Why this workflow breaks
Mechanical completion, inspection readiness, inspection passage, meter work, and operating permission are different events. Collapsing them into “complete” confuses customers, billing, field corrections, and project closeout.
Solar1 starts by documenting the decisions and failure paths. Configuration follows only after the operating boundary is understood.
Workflow sequence
Keep the handoff visible from first review to accepted outcome.
- 01Review installation and document readiness
- 02Schedule the required inspection
- 03Record result and corrections
- 04Confirm meter or utility actions
- 05Record operating permission and release closeout
What to configure
Specific controls, qualified by implementation.
Record appointment, result, correction, and reinspection details.
Map meter actions and utility conditions to the activation decision.
Preserve the operating-permission document and customer-safe milestone.
Assessment output
A shared definition of the records, owners, and acceptance checks.
Records in scope
- Inspection checklist
- Inspection appointment
- Correction item
- Meter action
- PTO document
Roles in the decision
- Inspection liaison
- Interconnection coordinator
- Customer success representative
Checks before rollout
- Define readiness evidence by inspection type.
- Map failed-inspection correction ownership.
- Confirm the authoritative proof of operating permission.
Questions to settle
Questions to settle before configuring inspection and pto.
Is installation completion the same as PTO?+
No. Inspection, utility, meter, and final permission steps may remain after field installation is complete.
How are failed inspections handled?+
Correction items can be assigned, evidenced, reviewed, and linked to a reinspection without erasing the original result.
When should the customer see an activation update?+
Only after a verified internal event is translated into an approved customer-safe milestone and communication.
Next step