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]/)