TABLE OF CONTENTS


Documentation Control / Revision History:

Revision

Submission date

Prepared By

R1

12Th Jan 2022

Sensehawk Support


Chapter 1


SenseHawk Solutions

The features of a product or service can say a lot about its valuable benefits however, your end goal is always to solve a problem or meet a need with the product or service in hand. Let’s have a look at all that’s in it for:


A. Asset Manager

Digitalize & organize asset data and processes

Your asset generates a huge amount of data across the lifecycle - SCADA data, terrain maps, design documents, contracts, component information like serial numbers, warranty documents, site activity-related data, and more. Capturing, organizing, and storing this data to facilitate quick retrieval and advanced analytics is a challenge. SenseHawk tackles this challenge using a combination of drone data analytics and workflow applications Terra, Work, Files, and Senshawk App to capture and organize data around a Digital Twin of your solar asset. This data collection and organization mode enables the creation of a solar plant's machine learning-based comprehensive performance models. The result - is considerable improvements in productivity and improvement in asset returns.


B. O&M Manager

Increase generation and manage plant health

A solar plant has many discrete components - panels, combiner boxes, and inverters that should ideally be monitored periodically for performance and health using thermography. But conducting thermography of so many discrete components, analyzing the data, acting on it effectively, and storing it to capture trends over time requires specialized software. SenseHawk applications Therm, Work, and Sensehawk App effectively address this problem for you. Our solutions enable you to:

● Process large number of thermal images easily

● Detect and classify hotspots automatically with AI algorithms

● Visualize hotspots on maps of the plant with overlaid string and table numbers

● Use App for investigation and for taking corrective actions on site

● Create work orders instantaneously from the field using Tasks 

● Collaborate with multiple stakeholders seamlessly

● Analyze trends over time automatically


C. Land Developer & PV Engineer

Streamline land development

Sourcing, evaluating, and managing land parcels for solar projects is a cumbersome task. SenseHawk applications Terra, Files, and Sensehawk App help ease the burden. Our solutions enable you to:

● Manage all sites through an easy-to-use cloud-based GIS-enabled interface

● Visualize sites in low resolution (Google Maps) or high resolution (Drone Data)

● Measure site contours, levels, grading requirements, and hydrology characteristics

● Detect unique terrain features using AI-based analytics

● Capture land documents and other sites related information tagged to site features

using Files

● Use App to view a site on a mobile device, add comments, capture additional pictures &

features of the site while walking on your site

● Share site information seamlessly with design teams, contractors, and lenders through a

web-based login


D. Project Manager

Manage construction more effectively

As a construction manager, keeping track of progress and construction quality across a large solar site spanning hundreds of hectares is daunting. SenseHawk applications Terra, Files, Work, and Sensehawk App makes it easier by leveraging Artificial Intelligence and Drone technology to provide unprecedented visibility to your construction site and enable you to

manage construction effectively through an easy-to-use web interface. Our solutions enable you to:

● Visualize site status clearly with high-resolution orthomosaic maps

● Detect important features automatically with AI algorithms

● Measure quantities, alignment, levels, and dimensions with high accuracy

● Access critical documents on-site and off-site easily and intuitively using Files

● Use App to view the sitemap on a mobile device, access documents in the field, fill out

checklists and punch lists, and much more

● Create work orders from the field using Tasks

● Collaborate with multiple stakeholders working on the site with a single version of the truth

● Generate as-built vs. design comparison as a record of reference for contracts as well as

insurance


E. Lender & Insurance Provider

Conduct quick diligence on solar assets

Conducting diligence of solar assets can be daunting - drones can deliver high-quality physical asset diligence with a short turnaround time. SenseHawk applications Terra, Therm, Work, and Sensehawk App help ensure rapid on and off-site diligence, combined with analytics and reporting. Our solutions enable you to:

● Get accurate as-built and current state of the plant with a high-resolution visual scan

● Accurately confirm DC capacity with ML-based image analytics

● Conduct thermal scans and analytics to detect PID and other panel health issues

● Assess post-construction contours and related drainage/hydrology characteristics

Login Information

To log in, you need the URL and your user credentials.

  • Enter your ID and password to log in.

The landing page will display all your assets.

FIGURE 1: THE HOME PAGE


SenseHawk Mobile App

The mobile app can be downloaded with the below QR code. Alternatively, click on this link for android devices, or this link for iOS devices, to download the app.

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FIGURE 2: MOBILE APP QR CODE


Introduction To SenseHawk Work

SenseHawk Work is a one-of-a-kind map-based productivity and task management tool. It allows users to create tasks, attach files, and fill out forms associated with elements on the site map. Using the digital twin of the solar plant present on the SenseHawk platform, users can create complex workflows involving actual components of the solar power plant. Some of the tools and their use cases are shown below:

Task Management

SenseHawk Work allows you to create tasks directly on the map and associate them with components on the digital twin of the solar power plant. For instance, EPC teams performing multipoint QC checks can create complex checklists and attach them to individual components on the solar farm.

FIGURE 3: TRACKER QC OPERATIONS CAN BE SET UP DIRECTLY ON THE DIGITAL TWIN OF THE SOLAR POWER PLANT

USING TASKS ASSIGNED TO INDIVIDUAL TRACKER ROWS


FIGURE 4: QC TASKS LISTS CAN BE ASSIGNED TO ONE OR MORE TEAMS ON THE FIELD. CHECKLISTS, ONCE COMPLETED, CAN BE EXPORTED TO EXCEL, ELIMINATING THE NEED FOR PAPER FORMS


Users on the field can also create ad hoc tasks while walking around the site. For example, a user may notice a broken module on the site, take a photograph using a mobile phone, and create a task alerting the supervisor of the defect, which can also be viewed on the desktop application.

FIGURE 5: USERS CAN TAKE PHOTOGRAPHS OF DAMAGE ON THE SITE AND CREATE TASKS ON THE MOBILE APPLICATION FOR THE SUPERVISOR TO FOLLOW UP ON BACK AT HQ


Task information can be analyzed on SenseHawk Work's reporting dashboards or easily exported into Excel for further analysis. This is particularly useful in the case of punch lists and QC activities, where a large number of tasks need to be tracked.

FIGURE 6: MONITOR COMPLETION STATUS OF TASKS, ANALYSE PRODUCTIVITY, AND MORE ON THE SENSEHAWK WORK DASHBOARD


FIGURE 7: EXPORT TASKS, ALONG WITH CHECKLIST DATA, ATTACHMENTS, AND OTHER INFORMATION, TO EXCEL


Introduction to Forms:

The field activity that frequently occurs is large-scale data collection, for instance, as part of a QC activity during construction, or a routine maintenance activity by O&M. Traditional methods, like pen and paper, or excel spreadsheets, are uncoordinated and error-prone. SenseHawk’s Work platform allows you to attach detailed forms directly to components on the Map. For instance, an EPC that wishes to conduct thorough QA on tracker piles driven into the ground can easily create thousands of forms, directly attach them to individual piles on the Digital Twin and commence data collection using the mobile app. Data gets synced to the cloud and is available for export in PDF or CSV formats.

Forms in Map View:

A published form template can create a Form using the Forms pane on the left: Forms >> Overview >> New Form or the Map interface using the Create Form button.

Creating Forms:

Click on the ‘Create Form’ in the map view, tap on any feature, or directly select a feature on the Map and click on ‘Create Form’.

FIGURE 8: CREATE FORM IN MAP VIEW

Click on a feature on the Map where the Form is to be placed and select the Form Template from the drop-down.

Note: Entering the Form name is not mandatory. However, we recommended entering a form name for easy identification in the reports.

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FIGURE 9: SELECT THE TEMPLATE FROM DROP-DOWN

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FIGURE 10: LOAD TEMPLATE

The Form is now added to the selected feature on the Map.

Assigning the Form to Users or Teams:

Click on the Form added on the Map to expand or view the form details.

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FIGURE 11: FORM ATTACHED TO A FEATURE ON MAP

Click ‘Add Members’ to assign the form to a user or a team. From the drop-down list, choose the members or team.

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FIGURE 12: ADD ASSIGNEES TO A FORM

Bulk Actions in Map View:

Bulk actions can be performed to add or edit a Form in the map view. To perform bulk actions, press the shift key on your keyboard and, using your mouse pointer, drag and select the features on the Map.

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FIGURE 13: MULTIPLE FEATURES SELECTED AND FORMS ATTACHED

Click on the ‘Actions’ button in the top right corner and click on ‘Add Form’ to add forms to all the selected features.

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FIGURE 14: ACTIONS MENU

Once the forms are added to the selected features, further bulk actions can be performed by selecting update forms and assigning, scheduling, or deleting the added forms.

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FIGURE 15: UPDATE FORMS OPTION TO PERFORM BULK ACTION

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FIGURE 16: OPTIONS FOR BULK ACTIONS. ASSIGN/SCHEDULE/DELETE


Chapter 2



SenseHawk Work User Guide

1. Log in to app.sensehawk.com using your credentials

FIGURE 17: LOGIN PAGE

Creating Tasks on Maps

1. On the organization's Home page, click on the desired asset

FIGURE 18: ASSETS/HOME PAGE


2. With the digital twin, users can assign tasks and checklists anywhere on the map. When the digital map or the terrain view of the site opens, click on 'Create Task' and then click anywhere on the map.

FIGURE 19: SELECTION OF VECTORS TO ADD TASKS


3. In the Task dialog box, enter the task name, preferably denoting the issue raised to address or with keywords that capture the essence of the issue statement.

FIGURE 20: ADDING A TASK TO THE SELECTED VECTORS


4. Choose a category from the drop-down and click 'Create', and your task will be successfully raised.

FIGURE 21: CATEGORIZATION OF TASKS FOR EASY SORTING


Adding details to a raised task

1. Clicking on 'Create' will open a maximized/detailed task view.

2. Add tag(s) to the task to classify it under a particular category. Keeping track of all the tasks with the same tag enables seamless workflow management by monitoring a defined sequence of issues under a single roof.


Note: To add more tags, type in the tag name and hit enter.

FIGURE 22(a): ADDING TAGS TO TASK FOR CLASIFFICATIONS

3. Fill up each of the enlisted options in the task to make it functional:


Assignee

You can choose to assign specific task rights to members of your organization.


Note: The assignee can be a single user, multiple users, or a team.

FIGURE 22(b): ASSIGNING TASKS TO USERS OR TEAMS

FIGURE 22(c): SELECTION OF USERS/TEAMS

Priority and Status

You can prioritize as critical, high, medium, or low. Priorities can provide actionable operational insights into problem-solving. A task's priority can be changed at any time. 

Status can be selected to indicate the current state of the task. A task's status can be changed at any time.

FIGURE 22(d): SETTING PRIORITY AND STATUS TO A TASK

Description

Add a description of the entire task.

FIGURE 22(e): TASK DESCRIPTION TO HELP ASSIGNEES UNDERSTAND THE ACTIVITY

Attachments

Attach files from the local device or cloud services like Google Drive/ Dropbox.

FIGURE 22(f): ATTACHMENTS

Activity

View the entire log of activities or actions performed on the task.

FIGURE 22(g): DETAILS OF ACTIVITIES PERFORMED WITH TIMESTAMP

Checklists

Detailed checklists can be attached to tasks, allowing complex tasks to be easily broken down and managed on the field. A task allows indefinite nesting or multiple checklists to be incorporated.

  • To create a checklist within a task, click on 'New Checklist' and add any number of checklist items.

FIGURE 22(h): CHECKLIST TO BREAKDOWN A COMPLEX TASK

  • Each item within a checklist can have an assignee. Small tasks can slip through the cracks often when the project is big and involves many people working remotely. Assigning an individual to each item keeps them liable and prevents any one person from being overwhelmed. This also increases self-accountability by increasing visibility for who is doing what and when.

FIGURE 22(I): ADDING ASSIGNEES TO EACH CHECKLIST ITEM

  • For more options - to rename, add sub-item, add notes, attach files, or delete the item entirely - click on the ellipses within an item in the checklist.

FIGURE 22(J): SAVE CHECKLIST AS A TEMPLATE

  • Once the checklist is ready, click on the ellipses for options. You can save the checklist as a template and load it directly into tasks raised later.

Schedule

Every project requires some tasks to be performed repeatedly at equal or unequal time intervals. The one-click automatic scheduling feature helps create a periodic activity schedule.

  • Within a task, click on 'Set Schedule'.

FIGURE 22(k): SET SCHEDULE FOR AUTOMATIC TASK CREATION

  • Select the dates you want the maintenance activities to repeat (week, month, or year). For instance, if an action is to be performed on the 3rd, 14th, and 24th of every month, choose 'Monthly' from the frequency drop-down and select the dates.

  • Check the 'Repeat Forever' radio button for any activity with no end-of-life date. 

  • Click on 'Save', and your activity will be scheduled.

Conversations/Comments

Once a task has been raised, the assignee's job is to resolve the issue or complete the task. If the assignee needs to gather more information from the requester, they can add comments. These can be read by anyone who has access to the task.

  • Scroll down to the comments section.

FIGURE 22(l): CHAT FEATURE FOR TASK SPECIFIC CONVERSATIONS

  • To start a 'Conversation', type in your remarks. Use the '@' symbol to tag anyone within the organization for a direct conversation. The tagged individual will be notified about your comment via email.

FIGURE 22(m): TAG USERS TO CHAT USING '@'

  • Rich text formatting is enabled for the task comments. You can attach images and add links and emojis to your comments.

FIGURE 22(n): ATTACHMENTS IN CHAT

  • To send/enter the comment, click on the send icon in the bottom right corner of the comment box.

FIGURE 22(o): SEND BUTTON TO ENTER A COMMENT 

  • Once the comment is added, the task assignee, the composer, and any member tagged in the comments will be notified via email (unless the notification trigger is disabled).
  • If anyone responds to the email notification or comments on the task, their responses are added as a comment to the task.

Templates

Tasks also can be saved and loaded from templates to serve as a module for future tasks. An entire new task can be created from these templates.

  • Click on the settings/gear icon in the top-right corner of the task.

FIGURE 23(a): SAVE THE ENTIRE TASK AS A TEMPLATE FOR FUTURE TASKS 

  • Select 'Save as Template'. The following window pops open:

FIGURE 23(b): SAVE TASK AS A TEMPLATE

  • You can select the shareability depending on whether or not you want the template to be visible to others. You can further choose to have every task item included in the template or select the specific features you want to retain for future use in a similar task.

FIGURE 23(c): SELECT FEATURES TO RETAIN FOR FUTURE USE

Creating Tasks With Template

You can create tasks easily using templates using the following steps:

  • Click anywhere on the map and select 'Create Task' from the vertical menu on the left side of the map.

FIGURE 24: CREATION OF TASKS USING TEMPLATES

  • Enter the task name, choose a category from the drop-down, and click 'Create using task template'.

FIGURE 24(b): CREATE USING TASK TEMPLATE

  • Select the template and click on 'Create'.

FIGURE 25(c): CLICK ON CREATE BUTTON TO CREATE TASKS BASED ON SELECTED TEMPLATE

Load Templates

Alternatively, if the task has already been created and you would like to load the task's details as per a task template:

  • Open the task and select 'Load from Template'. The following window is open:

FIGURE 26(a): LOAD A TEMPLATE

FIGURE 26(b): SELECT LOAD FROM TEMPLATE

  • You can include the entire template in the new task or select the specific features you want to retain for the present task.

FIGURE 26(c): SELECT FEATURES TO LOAD FROM TEMPLATE

Additional Features

  • Clicking on the star icon beside the task name will flag it or mark it as a 'favorite' and help filter such tasks in your report.

FIGURE 27: SET TASK TO FAVORITES

  • The current status of a task can be modified to 'Pending', 'In-progress', 'Resolved', 'Closed', or 'Rejected' by clicking on the status drop-down button. 

FIGURE 28: SETTING PRIORITY AND STATUS TO A TASK

  • Clicking on the 'Watch' button on the top-right corner and adding a member or team allows them to monitor every activity performed against the task in real time.

FIGURE 29: ADD USERS TO WATCHLIST TO PROVIDE VIEW ACCESS TO MONITOR TASKS PROGRESS

Bulk Creation of Tasks

In addition to templates, the tasks application supports the bulk creation of tasks based on the vector attribute. This is particularly useful when doing component QC (either 100% or sampled) and allows site managers or technicians to effortlessly and quickly raise numerous tasks. To create tasks:

  • Go to the map view of the asset and click on the Feature filters icon.

FIGURE 30(a): FEATURE FILTERS

  • Select the Property type and the Values depending on where the issues exist. Click on 'Apply'.

FIGURE 30(b): FILTER VALUES

  • As the vectors on the map become visible, select all the vectors by holding the shift key on your keyboard and drag and select all, hover over all the vectors to select all, and click on 'Create task'. 

FIGURE 31: CHOOSE VECTORS TO ADD TASKS

  • To create bulk tasks, enter Task Name, choose a Category and click on the check box 'Create using task template'.

FIGURE 32: CREATE TASKS USING TEMPLATES

  • The tasks are created for the selected vectors on the map.
Note: Selection of vectors can also be done by holding the 'Shift Key' + Selecting the individual vectors on map or by holding the 'Shift Key' + dragging the pointer and selecting the vectors.


Tasks Dashboard

The task application dashboard provides an at-a-glance summary of all the tasks raised. You can conveniently view tasks raised, perform actions, and use advanced sorting or filtering to shortlist tasks based on your authorization. The tasks application also gives you the Kanban view and the calendar view to perform actions.


How to access the tasks application?


1. On the organization 'Home' page, click on Tasks in the left-hand column.

FIGURE 33: TASKS DASHBOARD


2. The application opens up with the list of all tasks raised so far. The task list can be sorted by clicking on items like 'Category', 'Priority', 'Due Date', 'Assignee', or 'Status'.

FIGURE 34: TASK LIST

 

3. You can click on 'Filter' and enter your filters to create shortlists.


4. Other quick task filters include Assets, Assigned to me (the user logged in or accessing the tasks application).


5. The task application also provides different views based on status or due date.

  • The Kanban View: Use the Kanban view to reduce work-in-progress and maximize efficiency. Easily monitor the status of the task and to change the status, drag it and move it to the desired status to change the status of the task.


  • The Calendar View: Use the calendar view to choose your layout and specify how much of your Calendar data you see at once. You can choose between 'Day', 'Week', and 'Month'. Click and drag a task in this view to easily change the task's due date.


6. View all the available templates in the 'Templates' section. Click on the template to edit the details.


7. Similarly, click on 'Checklist' to view and edit the checklist templates.


8. To view asset-specific tasks, click on an asset on the Home page and go to Tasks in the left-margin menu. This will filter out all the tasks specific to the selected asset.



Forms

Forms Application:

Forms can also be created and assigned to users, and they need not be associated with any feature on the Map. Forms application also gives the assignees access to the forms assigned to them from Forms >> Overview >> Assigned to me.

Creating and Assigning Forms not associated with any feature on the Map:

Click on the Forms application from the left pane, as shown in FIGURE 10.

FIGURE 35: FORMS APPLICATION

In the Overview section, the ‘Assigned to me’ filter will be enabled by default and will display only the Forms assigned to the logged-in user. Click on the filter again to view all the forms.

FIGURE 36: FORMS OVERVIEW

Click on ‘New Form’ to add and assign a form. Choose the template from the drop-down and click on load template.

NOTE: The forms added from the Forms application would not be associated with any feature on the Map. 

 

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FIGURE 37: CREATING NEW FORMS THAT ARE NOT ATTACHED TO ANY COMPONENT ON THE MAP

Performing Bulk Actions:

To view all the assigned form instances, click on (1) ‘Templates’, and under (2) ‘Published’, click on the (3) form template.

FIGURE 38: PUBLISHED FORMS

Over here, we can observe all the form instances that are assigned segregated by Open, Draft, and Submitted. Any form created and not acted upon can be found under Open. Drafts are forms that have been filled and then Saved but not submitted. After clicking on the Save button, the form will be ready for submission, and the same can be confirmed by clicking on the Submit button.

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FIGURE 39: FORM FILTERS

Generating Reports:

To view the form responses or submissions, click on ‘Forms’ and ‘Templates’.

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FIGURE 40: FORMS APPLICATION

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FIGURE 41: TEMPLATES

Click on the published template and click on ‘Responses’.

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FIGURE 42: PUBLISHED TEMPLATES

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FIGURE 43: TEMPLATE RESPONSES

The responses tab will give the list of all the submitted forms. This view is editable. Click on the gear icon at the right corner to edit the view. 

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FIGURE 44: FORMATTING OPTIONS IN RESPONSES

In the ‘Table settings’, you can choose the columns you want to show or hide; in the ‘Conditional settings’, you can set rules to highlight the records.

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FIGURE 45: TABLE SETTINGS

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FIGURE 46: CONDITIONAL SETTINGS

Conditional settings allow you to set rules which will highlight the records, which will also be highlighted in the report exports.

FIGURE 47: CUSTOM FILTER IN CONDITIONAL SETTINGS

The output will be displayed in the grid, and the same can be exported to excel by clicking on ‘Export all’ or specific records can be selected and exported.

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FIGURE 48: REPORT EXPORT



Forms in Mobile App:

Downloading the Mobile App:

The mobile app can be downloaded with the below QR code. Alternatively, click on this link for android devices, or this link for iOS devices, to download the app.

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FIGURE 49: MOBILE APP QR CODE

Forms in Map View:

Creating and Assigning Forms using the mobile app.

Click on ‘Assets’ and select the project to view and enter the map view.

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FIGURE 50: ASSETS AND MAP VIEW

Creating and Assigning Form in Map view:

In the map view, to create a Form, tap on the ‘+’ at the bottom of the page and then tap anywhere on the Map to create or add a form. Select the template from the dropdown and tap on ‘Load Template’ to add the Form to the Map.

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FIGURE 51: ATTACHING FORMS TO A FEATURE ON A MAP

Tap on the Map to view the form details. To add assignees, tap on ‘No assignees’ to add members to this form. Select the users or teams from the list and tap on ‘Apply’.

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FIGURE 52: ASSIGNING USERS/TEAMS TO FORMS

Forms Application View:

Tap on ‘Forms’ at the bottom of the page to view the forms overview. By default, the user logged in will only see the assigned forms since the ‘Assigned to me’ filter will be enabled by default.

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FIGURE 53: FORMS APPLICATION VIEW

To add a new form, tap on ‘+’. Enter the form details, choose a template, and tap on ‘Save’.

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FIGURE 54: ADDING A FORM IN THE FORMS APPLICATION

To further update the form with the due date and assignee details. Tap on the form and update the details.

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FIGURE 55: UPDATING FORM DETAILS

Instructions for assignees to fill in the Form details:

The user gets notified by email and in the app whenever a form is assigned. The user can view this in the app by clicking on the (1) bell icon on the home page or in the (3) Forms application.

If the Form has a due date set, the form will be displayed on the home page under (2) ‘Todo’.

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FIGURE 56: NOTIFICATIONS AND ACCESS TO ASSIGNED FORMS

Accessing the Forms in the map view:

To access the form in the map view, the user must tap on ‘Assets’ and select the asset and the project, as shown in the screenshot below.

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FIGURE 57: ACCESSING ASSIGNED FORMS IN MAP VIEW

To update the form in the map view, tap on the Form icon in the map view and update the form details.

FIGURE 58: ASSIGNED FORM IN MAP VIEW

Forms Application View:

Forms can also be accessed and submitted from the Forms application. Tap on ‘Forms’ and select the form that needs to be updated. Forms, once updated, can be saved and submitted.

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FIGURE 59: ACCESSING ASSIGNED FORM IN FORMS APPLICATION