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Bulk Actions

This article explains how edit multiple anomalies at once to enable use cases like warranty claims, punch list management, etc.

Updated over 9 months ago

Introduction

The solar inspection products detect thermal anomalies on your solar plant. These detections themselves don't add a lot of value if you can't do anything useful with them. Bulk actions allow you to act on the detected anomalies in a structured way, harnessing the full power of the digital twin underneath.


How does it work?

Bulk Actions can be accessed through the Bulk Action button in the black map toolbar of an operation. From here there are multiple actions you can take from here, these will be explained below.

Selecting your features

There are 3 main selection methods to easily select the anomalies you need:

  1. Single selection: clicking on an anomaly will toggle its selection.

    This method is great for very specific edits of multiple anomalies.

  2. Rectangular selection: alt/option dragging toggles selection within a rectangle.

    This method is great for regional updates like string or inverter wide updates.

  3. Filtered selection: the Select All (filtered) button selects all the anomalies currently visible with the current filters.

    This method is great for remedial workflows, as we'll see later on.

Bulk edit anomalies for a warranty claim

Bulk Edits

To set up a bulk edit, you can follow these steps:

  1. Select the layer you wish to edit (thermal anomalies, solar panels, etc.). Most use cases will require the Thermal Anomalies layer.

  2. Select the features you wish to edit using single, rectangular or filtered selection.

  3. Add the property changes you want to apply. For example: set remedial action to Warranty and status to To Do.

  4. Apply the bulk action

Bulk edit modal for a warranty claim

Creating Tasks

To bulk create tasks, you can follow these steps:

  1. Select the layer you wish to edit (thermal anomalies, annotations, etc.). Most use cases will require the Thermal Anomalies layer.

  2. Select the features you wish to create a task for using single, rectangular or filtered selection.

  3. Confirm the bulk action for the tasks and these will be added to your task list that you can locate platforms tool bar located on the left of your window.

Deleting Features

To bulk delete features, you can follow these steps:

  1. Select the layer you wish to delete features on (tasks, annotations, etc.).

  2. Select the objects you wish to delete a feature on, using single, rectangular or filtered selection.

  3. Confirm your selection and the features for your selected objects will be removed.


Use cases

Managing punch lists and remedial actions

You can use a combination of the remedial action and status fields to manage your remedial workflow for the detected anomalies. Because it's a pretty big and important use case, we wrote a dedicated support article for it.

You can find out more about remedial actions here.

Updating anomalies with field insights

This feature allows you to add additional insights to the platform that you gain from carrying out field inspections. An anomaly might be caused by wiring issues, a fuse problem or an underperforming inverter for example.

After the field check is carried out, this information can be uploaded to the platform to add additional depth to the insights and a more comprehensive overview to the health of your site.

Secondly, site visits might highlight wrong anomaly type classifications. A potential PID issue might just be a multiple hotspot for example. On the rare occasion that this does happen, we have created a support article on what to do.

To learn more about benefits of the anomaly editing too, you can find the support article here.


Frequently asked questions

Can I bulk edit annotations?

Yes, you can use the bulk edit feature to remove annotations; however it's not currently possible to edit multiple annotations at once.

Can I bulk clear or reset properties?

Yes. If you include the property in the update list, but leave the value empty, it'll be returned to it's original default value.

Can I use bulk edits through a share link?

No. Share links provide read-only access to your operation and thus can't be used for editing anything.

Do bulk edits work in combination with filters?

Yes. It's very handy to use bulk edits in combination with filters. Scroll up to the Managing punch lists and remedial actions section to learn more about it.

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