Mana Ticketing 3rd-party Integration ClickUp User Guide For Technicians User Guide For Technicians Start by logging onto the ClickUp app from your mobile device and accessing the Navigation page next to the Home button. Select the ‘Everything’ label to view a list of issues for each site. We can then select an issue and review the details on the Overview tab. From here we can update the Status to confirm receipt. The Activity tab allows us to view and add comments as needed. To add a comment, click the comment bubble in the lower left corner. Please do not click Reply on other comments. ClickUp allows us to upload pictures directly to Mana from the Attachments tab by simply clicking the +plus symbol in the top right corner. Be sure to only upload pictures. Please do not upload video files. It is recommended to disable the email notifications. You can do this by logging onto the ClickUp website from your browser. From the Home page, find the lower left corner and click the small arrow next to your badge. Click ‘Notifications’. Simply deselect the check marks under the Email column as needed. Task Management 3rd-party Integration Mana has integrated a convenient task management system for O&M clients to resolve any issues that cause production outages. Tasks are either raised by clients on-demand or automatically by system-generated alerts. The system manages the workflow which may require the replacement of faulty inverters or fixing of the modules. Mana task management system has many useful features for operation managers and field engineers including current status, assignee handling, uploading of attachments, and adding comments. Mana UI is designed to work in a web browser, which can be a problem for the engineers on the field if they want to upload photos for certain tasks in order to investigate the root cause of issues such as a drop in production or outages. Many of the clients in the O&M sector have already built out their own solutions to organize work for field engineers. Mana is going to continue broadening the list of tools that it can natively integrate with to better support client preferences and enhance productivity. We have decided to integrate with ClickUp Process and Task Management System. ClickUp offers a rich feature set including a multi-layered task system, comments & attachments, mobile support, mobile & email notifications, worklog system, templates, triggers, etc. The biggest challenge in the integration process is to harmonize both systems and allow two-way synchronization in order to keep a shared view of the state of the workflow. Synchronized elements include: User management two-way sync through OAuth2 flow Workspace/space hierarchy two-way sync into Mana client/portfolio view ClickUp tasks - Mana issues two-way sync including title, description, due date, assignee, status, issue type, subtype Add Comment Add Attachments The synchronization does NOT include: Comment replies (no ClickUp API support in 2.0) Subtasks (not yet implemented in Mana) ClickUp tags ClickUp reminders ClickUp time logs Unified notifications (at the moment, both Mana and ClickUp sends notifications separately) Known issues: ClickUp attachment synchronization may take up to 1-2 minutes to upload ClickUp attachment name modification or deletion is not synchronized unless the task is touched otherwise (another field is modified). ClickUp task description formatting rules are omitted during synchronization Attachments limited in 50Mb (no synchronization between Clickup / Mana above) Mana Monitoring - Terms of Service Mana Monitoring - Terms of Service Updated: January 1, 2021 THESE TERMS OF SERVICE AND USE APPLY TO ALL MANA ENERGY LLC ("MANA," “MANA AGGREGATOR”, “MANA MONITORING”, “MANA MOBILE”, "WE," "US," OR "OUR") AND ASSOCIATED WEBSITES INCLUDING http://www.manamonitoring.com and http://www.manaaggregator.com (THE "CORPORATE WEBSITE"), http://user.manamonitoring.com (THE "MANA PLATFORM WEBSITE"), AND https://dev.manamonitoring.com (THE "DEVELOPER WEBSITE"), COLLECTIVELY, THE "WEBSITES". PLEASE REVIEW THE FOLLOWING TERMS AND CONDITIONS FOR THE USE OF THE WEBSITES AND THE SERVICES PROVIDED THROUGH ANY OF THE WEBSITES (SUCH SERVICES, THE "SERVICES" AND SUCH TERMS AND CONDITIONS, THE "TERMS OF SERVICE" OR "TERMS"). BY USING ANY WEBSITE, SERVICE, PRODUCT (AS DEFINED BELOW), OR APPLICATION PROGRAMMING INTERFACE ("API"), YOU AGREE TO BE BOUND BY THESE TERMS OR YOU REPRESENT THAT YOU HAVE THE AUTHORITY TO BIND THE PERSON (INCLUDING ANY RESIDENTIAL, ENTERPRISE OR OTHER OWNER OF MANA PRODUCTS AND SERVICES) YOU NAME AS A USER OF ANY OF THE WEBSITES OR SERVICES ("YOU"). IF YOU DO NOT HAVE SUCH AUTHORITY OR YOU DO NOT AGREE WITH THESE TERMS, PLEASE DO NOT USE ANY WEBSITE, SERVICE OR PRODUCT. Additional Terms Your conduct on these Websites is governed by Mana’s Privacy Policy and the API License Agreement, both of which are part of these Terms and are incorporated in these Terms by this reference. To access and use certain Services, you may be required to agree to certain additional terms and conditions. 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In no event shall our aggregate cumulative liability with respect to these Terms or any of the Websites, Website Content, or Products and Services provided hereunder exceed one hundred U.S. Dollars (100 USD). The foregoing disclaimers, waivers and limitations shall apply notwithstanding any failure of essential purpose of any limited remedy. Some jurisdictions do not allow the limitation or exclusion of liability, so the above limitations may not apply to you. Third Party Content Website Content may include links to third party websites and other materials and content from third parties (including other users) (collectively, "Third Party Content"). Mana does not investigate, monitor, or review any Third Party Content and is not in any way responsible for the accuracy, form, or content of, or any products or services advertised or promoted in, or your reliance upon, any Third Party Content. 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Release To the extent permitted under applicable law, you hereby release Mana from any liability related to: (i) any incorrect or inaccurate Website Content, whether caused by any user of any Service or Website or by any of the equipment or programming associated with or utilized in the Services or in the provision of the Websites; (ii) the conduct, whether online or offline, of any user of any Service or Website; (iii) any problems or technical malfunction of any telephone network or lines, computer online systems, servers or providers, computer equipment, software, failure of email or Website Content on account of technical problems or traffic congestion on the Internet or at any Website, or combination thereof, including injury or damage to any person’s computer related to or resulting from participating or downloading materials in connection with the Services or Websites; (iv) any loss or damage caused by or in reliance upon any Website Content or content transmitted by and to users, or any interactions between users of any Service or Website, whether online or offline; and (v) any error, omission, interruption, deletion, defect, delay in operation or transmission, communications line failure, theft or destruction or unauthorized access to, or alteration of, any Website, Service, or user communication. If you are a California resident, you hereby waive California Civil Code Section 1542, which states: "A GENERAL RELEASE DOES NOT EXTEND TO CLAIMS WHICH THE CREDITOR DOES NOT KNOW OR SUSPECT TO EXIST IN HIS FAVOR AT THE TIME OF EXECUTING THE RELEASE, WHICH, IF KNOWN BY HIM MUST HAVE MATERIALLY AFFECTED HIS SETTLEMENT WITH THE DEBTOR." Copyright Policy It is Mana’s policy to remove, or disable access to, material that infringes any copyright from the Websites or through the Services after we have been notified by the copyright owner or the copyright owner’s legal agent. If you believe that your work has been copied and posted on any Website or through the Services in a way that constitutes copyright infringement, please provide our Copyright Agent with the following information: (a) an electronic or physical signature of the person authorized to act on behalf of the owner of the copyright interest; (b) an identification of the copyrighted work that you claim has been infringed; (c) a description of where the material that you claim is infringing is located on the Websites or Services; (d) your address, telephone number, and e-mail address; (e) a written statement by you that you have a good faith belief that the disputed use is not authorized by the copyright owner, its agent, or law; (f) a statement by you, made under penalty of perjury, that the above information in your notice is accurate and that you are the copyright owner or authorized to act on the copyright owner’s behalf. Contact information for our Copyright Agent for notice of claims of copyright infringement is as follows: Attention: Mana Copyright Agent Mana Energy LLC 14o Kualapa Place Lahaina, HI 96761 Changes These Terms are subject to occasional revision, and if Mana makes any substantial changes to these Terms, we will notify you by prominently posting notice of the changes on the Websites or sending you an e-mail to the address that you provided for your Account. Any changes to these Terms will be effective upon the earlier of thirty (30) calendar days following our dispatch of an e-mail notice to you or thirty (30) calendar days following our posting of notice of the changes on the Websites. These changes will be effective immediately for new users of the Websites or Services. If you do not agree to the changes, you must cease your use of the Websites and Services. By using any of the Websites or Services, you agree to be bound by any such changes and, therefore, you should periodically visit the Websites to examine the then-current Terms of Service. Please note that at all times you are responsible for updating any e-mail address that you have provided to us for your Account. If the e-mail address you have provided to us is not valid, or for any reason is not capable of delivering to you the notice described above, our dispatch of the e-mail containing such notice will nonetheless constitute effective notice of the changes described in the notice. Jurisdiction These Terms and any action related to these Terms are governed by the laws of the State of Hawaii, United States of America, without giving effect to any conflicts of laws principles that would require the application of the law of a different state or jurisdiction. Venue and jurisdiction for any claims arising from these Terms shall be in a federal court in the Honolulu District of Hawaii having jurisdiction or in the Hawaii state courts in Honolulu County, Hawaii. By using any of the Websites, Services, or Products you consent to the personal jurisdiction and venue of these courts. Miscellaneous These Terms constitute the entire agreement between you and Mana regarding your use of the Websites and Services. Our failure to exercise or enforce any right or provision of these Terms shall not operate as a waiver of such right or provision. If any provision of these Terms is, for any reason, held to be invalid or unenforceable, the other provisions of these Terms will be unimpaired and the invalid or unenforceable provision will be deemed modified so that it is valid and enforceable to the maximum extent permitted by law. As used in these Terms, the word "including" means "including but not limited to." You agree not to export, re-export, or transfer, directly or indirectly, any United States technical data acquired from us, in violation of United States export laws or regulations. Neither the rights nor obligations arising under these Terms are assignable by you, and any such attempted assignment or transfer shall be void and without effect. We may assign this Agreement without restriction. Questions or Concerns If you have any questions or concerns regarding these Terms, please contact info@manamonitoring.com. Copyright © 2021 Mana Energy LLC. All rights reserved.