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Case Study Template

Copy this template when creating a new case study. Delete this header and the instructions.


[Site Name] — [Brief Description]

[Example: Eastchester — Optimizer String Fault, January 2026]


Site Overview

Field Detail
Site Name
Location
Visit Date
Visit Type O&M Inspection / Service Call / Other
System Type SolarEdge / SMA / Enphase / Other
System Size kW
Install Year
Technician(s)

Summary

One paragraph: What is this case about? What was the key finding? What was the outcome?


Background

Context for the site and the situation that led to this visit. Include any prior visit history relevant to this case.


Findings

Finding 1 — [Name]

Severity: Critical / High / Medium / Low

Description:

What did you find? Be specific — location in array, visual description, measurement readings.

Photos: (list photo references or embed)


Finding 2 — [Name]

(repeat as needed)


Diagnostic Process

Walk through your diagnostic reasoning. What did you check? What did you rule out? What led you to the conclusion?

This is the most valuable part of the case study — the reasoning, not just the answer.


Actions Taken

What was done during this visit? Be specific.

  • Action 1
  • Action 2

Outcome

What was the result? Did the system perform as expected after the repair? Were there any follow-up items?


Lessons Learned

What would you tell another technician about this situation? What would you do differently? What was surprising?

  • Lesson 1
  • Lesson 2

Recommendations

Any outstanding recommendations for the client or for future visits?

  • [ ] Recommendation 1
  • [ ] Recommendation 2

Visit History

Date Visit Type Key Note Tech
[current date]

Photos

Organize and link photos here. Minimum: one arrival photo, one photo per finding, one completion photo.

(Photos stored in: shared/case-studies/[site-name]/[date]/)