Introduction
This document provides instructions and guidelines for working with and configuring the Beta of the SiteCapture Aurora integration. This integration allows for the initiation of a SiteCapture Site Survey from the Aurora app, the pulling of relevant data and photos from Aurora into that Site Survey, and the automatic pushing of data and photos back to Aurora when the SiteSurvey is completed.
Using an Aurora Compatible Template
One key aspect of the integration is using a SiteCapture template that is Aurora compatible. That means it has certain sections, field groups, fields, and field options that must meet the requirements of the integration. There are three ways to accomplish this:
- Use the default Aurora Site Survey template
This will be provided to you by the SiteCapture team. You can use it out of the box and it’s the simplest way to get started.
Note: This template was last updated on 8/6/2024. Please reach out to your SiteCapture Customer Success Representative to request this template.
- Use the default Aurora Site Survey template with your own customizations
In this approach, you use the default Aurora Site Survey template as a starting point and add your own custom sections and fields. If you don’t make any changes to the existing section keys, field groups, or fields, only minimal configuration will be required.
Note: This template was last updated on 8/6/2024. Please reach out to your SiteCapture Customer Success Representative to request this template.
- Modify an existing template and make it Aurora compatible
This approach makes sense if you have a well established template and you prefer to continue using it. This approach is much more involved and the details are outlined below. We recommend that you work with the SiteCapture Customer Success team who can assist with this process. We recommend that you create a copy of your existing template and make changes to that. Be sure to test it thoroughly before using it for actual Site Surveys. The default Aurora Site Survey template provides an example of how to make your sections, field groups, and fields compatible.
Note: This template was last updated on 8/6/2024. Please reach out to your SiteCapture Customer Success Representative to request this template.
Modifying a template to make it Aurora compatible
Initial Integration to Get Started
If you have an existing Site Survey template, it’s simplest to first start with a “PDF Only” integration. With the PDF Only integration, you only need to add the two fields in the “Required Fields” section to your template. Once the Aurora integration is configured, and the Site Survey has the Aurora Project Id set, the PDF of the SiteCapture Site Survey including all photos and data will be attached automatically in Aurora on the project for your design/engineering team to use
Full Integration
Once you have the Initial Integration working, you can incrementally make changes to your template to support the rest of the Aurora integration. The Aurora Full Integration requires certain fields and field types to be present in the SiteCapture template for the integration to work correctly. The following tables document these fields, sections, and groups. The tables are broken up into 4 categories.
- Aurora Project, Site Survey and Design Section - Data flowing from Aurora to SiteCapture.
- Electrical Section - Data flowing from SiteCapture Electrical Section to Aurora
- Subpanel Section - Data flowing from SiteCapture Subpanel Group to Aurora
- Roof Section - Data flowing from SiteCapture to Aurora. These are the default values used in mounting planes.
- Mounting Plane Section - Data flowing from SiteCapture Mounting Plane Group to Aurora
Unless specified otherwise, required means the field must exist in the template and be marked as required. Please note that SiteCapture comments are not pushed to Aurora.
Aurora Project, Site Survey and Design Section
This section includes the data that is coming from Aurora into the SiteCapture project when it is created.
Required Fields
The following table documents the required fields for data that is coming from Aurora. Note when the integration originates from SiteCapture some of these fields will be blank.
| Aurora name | Required | SiteCapture Default Key | SiteCapture Type | Selection Options | Description |
| Project Id | X | sc_aurora_project_id | Text | This field is used to store the id of the project entity that is created in the Aurora system. When the integration originates from SiteCapture this field will need to be entered manually. Note this field mapping cannot be changed | |
| Site Survey Id | X | sc_aurora_site_survey_id | Text | This field is used to store the id of the site survey entity that is created in the Aurora system. Note this field mapping cannot be changed. |
**Site Survey Id is only required to exist in the template. It does not need to be marked as required in the template itself. When the integration originates from SiteCapture this field will initially be blank but the integration will populate it after the first sync to Aurora.
Optional Fields
The following table documents optional fields that are coming from Aurora into SiteCapture when the integration originates from Aurora. When the integration originates from SiteCapture these fields can be ignored.
| Aurora name | Required | SiteCapture Default Key | SiteCapture Type | Selection Options | Description |
| Design Image | sc_aurora_design_image | Image | This field is used to store the design image that is created in the Aurora system. Note this field mapping cannot be changed. If this field is not defined the Aurora design image will not be stored with the SiteCapture project. | ||
| Design Id | sc_aurora_design_id | Text | This field is used to store the id of the design entity that is created in the Aurora system. Note this field mapping cannot be changed. | ||
| Project Name | sc_aurora_project_name | Text | The name of the project in the Aurora system. | ||
| Customer Salutation | sc_aurora_customer_salutation | Text | The salutation of the homeowner in the Aurora system. | ||
| Customer First Name | sc_aurora_customer_first_name | Text | The first name of the homeowner in the Aurora system. | ||
| Customer Last Name | sc_aurora_customer_last_name | Text | The last name of the homeowner in the Aurora system. | ||
| Customer Phone | sc_aurora_customer_phone | Text | The phone number of the homeowner in the Aurora system. | ||
| Project Address | sc_aurora_project_address | Text | The full address of the project in the Aurora system. | ||
| Project Type | sc_aurora_project_type | Text | The type of the project in the Aurora system. Residential/Commercial. |
Electrical Section
This section is the mapping of the electrical site survey data from SiteCapture to Aurora. Any photos added to any field in this section will be uploaded to Aurora.
| Aurora Name | Required | SiteCapture Default Key | SiteCapture Type | Selection Options | Description |
| Electrical Section Key | sc_electrical | Section | The template section key for the electrical data. | ||
| Main Panel Location | sc_main_panel_location | Selection | north_interior, north_exterior, south_interior, south_exterior, east_interior, east_exterior, west_interior, west_exterior, ne_interior, ne_exterior, nw_interior, nw_exterior, se_interior, se_exterior, sw_interior, sw_exterior, basement, garage, barn, pole_mounted, main_floor, roof_top | The location of the main panel. If this field is not defined a default value of “main floor” will be provided by the integration. | |
| Main Bus Rating | sc_main_bus_rating | Decimal | The rating of the main bus (in amperes). If this field is not defined a default value of 0 will be provided by the integration. | ||
| Main Breaker Rating | sc_main_breaker_rating | Decimal | The rating of the main breaker (in amperes). If this field is not defined a default value of 0 will be provided by the integration. | ||
| Service Type | sc_service_type | Selection | single_phase_3_wire, single_phase_2_wire, 3_phase_4_wire, 3_phase_4_wire | The service type. | |
| Feeder Type | sc_feeder_type | Selection | overhead, underground, pole_mounted, ct_cabinet, other | The feeder type. | |
| Utility Meter Location | sc_utility_meter_location | Selection | north_interior, north_exterior, south_interior, south_exterior, east_interior, east_exterior, west_interior, west_exterior, ne_interior, ne_exterior, nw_interior, nw_exterior, se_interior, se_exterior, sw_interior, sw_exterior, basement, garage, barn, pole_mounted, main_floor, roof_top | The location of the utility meter. | |
| Existing Grounding | sc_existing_grounding | Selection | ground_rod, cold_water_pipe, ufer, other | The method of the existing grounding. | |
| Existing Grounding Location | sc_existing_grounding_location | Text | The location of the existing grounding. | ||
| Main Panel Manufacturer | sc_main_panel_manufacturer | Text | The manufacturer of the main panel. | ||
| Notes | sc_electrical_notes | Text, Long Text | Additional notes about the electrical data. |
Subpanel Section (Field Group)
This maps subpanel data from SiteCapture to Aurora. Note this must be a group in SiteCapture. Any photos added to any field in the group will be uploaded to Aurora.
| Aurora Name | Required | SiteCapture Default Key | SiteCapture Type | Selection Options | Description |
| Subpanel Group Key | sc_subpanels | Field Group | The template field group key for subpanels. | ||
| Location | sc_location | Text | The location of the main panel. | ||
| Disconnect Location | sc_disconnect_location | Text | The rating of the main bus (in amperes). | ||
| Bus Rating | sc_bus_rating | integer | The rating of the main breaker (in amperes). | ||
| Disconnect Size | sc_disconnect_size | integer | Size of the disconnect in amperes. | ||
| Notes | sc_subpanel_notes | Text, Long Text | Additional notes about the subpanel. |
Roof Section
This maps roof data from SiteCapture to Aurora. These fields will be used as the defaults for data being passed into the Mounting Plane field group.
| Aurora Name | Required | SiteCapture Default Key | SiteCapture Type | Selection Options | Description |
| Roof Type | sc_roof_type | Selection | composition_shingles, tile_flat_concrete, tile_s_concrete, tile_w_concrete, tile_slate, tile_clay, rolled_asphalt, metal_standing_seam, metal_corrugated, other | The default roof type for mounting planes. This can be overridden at the mounting plane level. | |
| Framing Type | sc_framing_type | Selection | trussed, rafters, other | The default framing type for mounting planes. This can be overridden at the mounting plane level. | |
| Rafter Size | sc_rafter_size | Selection | 2x4, 2x6, 2x8, 2x10, 2x12, other | The default rafter size for mounting planes. This can be overridden at the mounting plane level. | |
| Rafter Spacing | sc_rafter_spacing | Decimal | The default rafter spacing for mounting planes. This can be overridden at the mounting plane level. |
Mounting Plane Section (Field Group)
This maps mounting place data from SiteCapture to Aurora. Note this must be a group in SiteCapture. Any photos added to any field in the group will be uploaded to Aurora.
| Aurora Name | Required | SiteCapture Default Key | SiteCapture Type | Selection Options | Description |
| Mounting Plane Group Key | sc_mounting_planes | Field Group | The template field group key for mounting planes. | ||
| Pitch | sc_pitch | Decimal | The pitch of the mounting plane. If this field is not defined a default value will be provided by the integration. | ||
| Azimuth | sc_azimuth | Decimal | The azimuth of the mounting plane. If this field is not defined a default value will be provided by the integration. | ||
| Roof Type | sc_roof_type_override | Selection | composition_shingles, tile_flat_concrete, tile_s_concrete, tile_w_concrete, tile_slate, tile_clay, rolled_asphalt, metal_standing_seam, metal_corrugated, other | The roof type of the mounting plane. If data exists for this field it will override the default Roof Type in the Roof Section. If no Roof Type fields are defined in the template a default value will be provided by the integration. | |
| Framing Type | sc_framing_type_override | Selection | trussed, rafters, other | The framing type of the mounting plane. If data exists for this field it will override the default Framing Type in the Roof Section. If no Framing Type fields are defined in the template a default value will be provided by the integration. | |
| Rafter Size | sc_rafter_size_override | Selection | 2x4, 2x6, 2x8, 2x10, 2x12, other | The rafter size for the mounting plane.If data exists for this field it will override the default Rafter Size in the Roof Section. If no Rafter Size fields are defined in the template a default value will be provided by the integration. | |
| Rafter Spacing | sc_rafter_spacing_override | Decimal | The rafter spacing for the mourning plane. If data exists for this field it will override the default Rafter Spacing in the Roof Section. If no Rafter Spacing fields are defined in the template a default value will be provided by the integration. | ||
| Notes | sc_mounting_plane_notes | Text, Long Text | Any additional notes for the mounting plane. |
PDF Report
All data and photos will be available in the PDF report that gets attached to the Aurora project. This includes all fields and photos that do not map directly to a field or photo area in the Aurora UI.
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