Using Voltara Intelligence · Lesson 1 · everyone

Your first ten minutes

What the app is for, the one loop that ties it together, how to sign in, how to read any screen, and what your role lets you do.

By the end of this lesson you can sign in, name every control on the top bar, explain in one sentence how an alarm becomes finished work, and say which part of that work is yours.

1 · What Voltara Intelligence is

Voltara Intelligence is the operations and maintenance platform for the solar, battery and diesel plants in the fleet. It does five jobs, and every one of its modules belongs to one of them:Counted from the app's own menu rules on 15 October 2026: an administrator sees 74 modules in nine navigation groups, corporate 69, plant 52, and a technician 40 in eight groups.

JobIn plain wordsWhere it lives in the menu
WatchLive power, alarms, weather and plant health, for every plant you can seeLive Ops
MaintainEvery job on a plant is a work order, planned or unplannedMaintenance Hub
Keep people safePermits to work, isolations (LOTO), hazard analyses, incidentsSafety Center
Look after assetsThe equipment register, warranties, spare parts, purchasingAsset Vault
ReportPerformance, budget, money and KPIs, for the plant and the clientIntelligence, Finance

2 · The one loop

The five jobs are not separate tools. They form one loop, and almost everything you do in the app is one step of it:

Plant dataevery few minutes Alarmsomething is wrong Work orderthe job, on record Safety firstpermit, isolation, hazards Planpreventive schedule Field workon the phone, with photos Verify and closea second person checks Reports and KPIswhat the plant and the client see
Unplanned work starts from an alarm; planned work starts from the schedule. Both become a work order, and the work order carries the permit, the parts, the hours and the photos.

Two facts make the loop work. First, a critical alarm that nobody deals with becomes a work order by itself after about 30 minutes (unless its alarm rule says it never needs a job, or a person cancelled the job it had). Second, the app will not let anyone start, complete or close a job while its safety items (permit, isolation, hazard analysis, risk assessment, toolbox talk) are still open. You will meet that safety gate in Lesson 4.Checked in the app on 15 October 2026: completing a job with no hazard analysis, permit or toolbox talk was refused with “Safety gate: this work order cannot be completed until the safety pack is signed off. Outstanding: …”

3 · Signing in

  1. Open the address your administrator gave you, in Chrome, Edge or Safari.
  2. Enter your email or username and your password, then Sign In.
  3. If two-factor authentication is on for your account, type the 6-digit code from your authenticator app.

Where you land depends on the device. On a phone you go straight to the mobile app screen. On a computer you go to the landing page you chose in My Preferences, or, if you never chose one, to your role's dashboard. You are signed out after 30 minutes without activity (your administrator can change this) and after 8 hours whatever you do, so save your work as you go.Checked on 15 October 2026: signing in with an email address and with a username both work. The landing page is set in My Preferences → Default landing page (the printed guide wrongly says it cannot be changed).

Keep your 2FA backup codes somewhere safe. Set up 2FA once from Two-Factor Auth (2FA) in the People group. It shows you 10 backup codes, once. Each code works once in place of the 6-digit code. If you lose your phone and the codes, you cannot turn 2FA off yourself, and the app has no reset button for an administrator either: it must be fixed outside the app. Lost codes can be replaced while you still have your phone (New backup codes).

4 · Reading any screen

Every module sits in the same frame. Learn it once and every module is half familiar. This is the Command Center as a manager sees it:

The Command Center screen with the top bar, the left group rail, a yellow data warning banner, KPI tiles, and panels for today's priorities, weather and people on site. 1 2 3 4 5 6 7 8 9 10 11

Screenshot from the training copy of the app, signed in as a corporate user, 15 October 2026. The theme switch (moon icon) sits between 3 and 4. Your figures will differ; the layout will not.

Look at the banner in this screenshot: “7 plants with stale/missing feeds… Verify feeds before using these figures.” In the training copy no plant sends live data, so every generation tile shows a dash. That sentence matters more than any tile below it. When a plant's data is late, every total that includes it is incomplete. Lesson 8 shows you how to read the numbers safely.

5 · What your role lets you do

The app has 30 job titles, and each one maps to one of four access levels. The level decides which plants you see, which menu you get and which steps of a work order you may take. The same home page even has a different name at each level.Read from the app's role map on 15 October 2026: 15 job titles are site level, 9 plant, 6 corporate, plus the administrator. Work-order rights checked against the app's rules on 2026-10-13. For example, every engineer except the SCADA engineer (plant) and the performance engineer (corporate) is at site level.

LevelTypical job titlesSeesHome page in the menuYour part of a work order
SiteTechnician; maintenance, electrical, mechanical and HV engineers; warehouse user; cleaning, vegetation and housekeeping staff; helper, driver, medic, guard; contractorOwn plantMy Tasks & DashboardStart and complete the jobs assigned to you
PlantPlant manager and assistant; supervisor; HSE officer and supervisor; HV manager; SCADA engineer; admin and HR officersOwn plant (or plants granted)Operations DashboardApprove, assign, put on hold, verify, close (and start or complete if needed)
CorporatePerformance engineer; regional and portfolio managers; COO, CEO; asset ownerThe fleet (an asset owner sees only their own plants)Command CenterOversight. Approvers sign the higher approval levels in Work Order Approvals
AdminAdministratorEverythingCommand CenterEvery step, including cancelling a work order

Two rules hold at every level. Nobody approves a work order they raised themselves. And the person who checks finished work (verify) must not be the person who did it.

If something you expect is not there

  1. Check the role chip (2). Is it the level you expected?
  2. Check the plant under your name (7). Lists only show your plants.
  3. The module may be switched off for your plant. Ask your administrator, and tell them the module name, the plant and what you expected to see.

6 · Practice

Put a work order's life in order

Every work order climbs the same ladder, whatever type it is. Use the arrows, then press Check.

    Which level is the lowest that can do this?

    From memory, without scrolling up: (1) Name the five jobs the app does. (2) What should you read on a dashboard before any number? (3) A technician cannot press Start on their job. Name the most likely reason.

    (1) Watch, maintain, keep people safe, look after assets, report. (2) The data warning banner: which plants are late or missing. (3) The safety gate: a permit, isolation, hazard analysis, risk assessment or toolbox talk on that job is still open. The work order names which one.

    Where to go next

    Follow the track for your role on the course map. Everyone does Lesson 2 (work orders) next. Keep the quick-start card and the glossary open while you work.

    Do next (15 minutes), in the app itself The app is the primary source for this course: every lesson was checked against its current code and by using it. Sign in, set your landing page in My Preferences, set up 2FA and store the backup codes, then open each of your menu groups once. The printed User Guide (VI-UG-001) is out of date in places; where it disagrees with this lesson, trust the app.
    Questions? Ask me in the chat, for example “what exactly can a storekeeper see?” or “show me the menu a technician gets”. Then try it for real: sign in, find each of the 11 numbered items on your own screen, and open your notifications.

    Reference: Quick start · Glossary · Next: Lesson 2, A work order from start to finish