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DOE: Activation (M2) Requirements

Brian - PLR Product Ops avatar
Written by Brian - PLR Product Ops
Updated over a month ago

For the Activation (M2) milestone to be approved, the system must be fully activated and LightReach must have full access to the monitoring portal as the system owner. This allows us to properly monitor the performance and consumption of the installed system.

Any items flagged during M1 review will need evidence of corrections uploaded to this section.

For Monitoring Site ID and Portal Access, please refer to this article:

For guidance on Generac Monitoring, follow the guide below:

Here we will provide guidance on reviewing site performance data and identifying examples of acceptable data. This review must be completed before M2 submission.

Ensure the Inverter Monitoring field is correctly filled with the Generac web page’s alphanumeric code before submitting M2. This code is required by the LightReach portal for proper monitoring integration.

We recommend navigating to the Generac PWRfleet website and following along while reading this article.


1. Monitoring Review

After finding the account, click on “7 Days” on the main page to get a usable view of solar production and battery charge level.

A) The system must always be set to "Clean Backup" mode to ensure it's always prepared for an outage. Also, ensure the Battery State of Charge (green line) never falls below 90%.

B) Take note of the system state which is located below the equipment serial number. If the system status is anything other than “GRID CONNECTED” or “ISLANDED”, such as “UNKNOWN” or “STANDBY”, there may be an error or issue with the system and Generac should be contacted for troubleshooting.

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C) If the battery is not fully charged, check the CONFIGURATION tab, and ensure the system mode is set to CLEAN BACKUP.

D) If the battery is not fully charged and was already set to CLEAN BACKUP, click on the SYSTEM MODE EVENTS button on the right to verify when the battery mode was changed.

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E) If the battery behavior change was implemented recently, please allow 24 hours for it to stabilize before submitting for review.


2. Voltage Issue Verification

If the site has had the correct mode setting for over a week, but the battery still discharges every night and recharges each morning, the site may be experiencing under-voltage issues.

The customer may be off-grid and never connected to the grid, which would explain the constant islanding. (Note that the battery will only discharge when home consumption needs cannot be supplied by available solar production, even during an outage.)

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A) In some cases the solar production will fluctuate wildly over the course of a single day, and sometimes even reach zero production. These are indicators of an over-voltage condition.

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B) To get confirmation of over-voltage:

i. Click on DEVICES and then on the Graph icon in the inverter section.

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ii. Click on 7 Days and add the DEVICE STATE to the graph on the dropdown.

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iii. Note the black line will fluctuate when there is a device status change. Status changes in a power outage/under voltage will say ISLANDED and Solar production will not reach zero, while over voltage events will say STANDBY and will turn off all solar production.

iv. Sample image of stable grid connection below:

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v. DISCLAIMER: If the inverter repeatedly goes into STANDBY mode during peak sun hours, it could indicate multiple different system issues. It is not always due to over-voltage. Contact Generac support for further investigation and to determine the cause of the issue.


3. Export Override Control

A) On the top left corner, click on DEVICES and confirm all devices are online and under a normal status. Then click on METRICS and click on “7 DAYS” for a usable view of the production, consumption and battery behavior all on the same graph.

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4. If the graph shows a correlation:

Sometimes, the graph will be correlating. Generac inverters have a feature that allows them to produce just enough to cover house consumption without exporting any over-production. This is useful when the customer doesn’t have PTO. They can still offset their electric costs and be ready for an outage even before they get PTO. This setting is called “Export Override” and it must be disabled for 48 hours prior to submittal to get appropriate monitoring data.

This setting is called “Export Override” and it must be disabled for 48 hours prior to submittal to get appropriate monitoring data.

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A) Disable Export Override step-by-step instructions:

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i. Click on DEVICES.

ii. click the CONFIGURATION TAB.

iii. Click on the icon next to the System serial number.

iv. Click on INVERTER.

v. Ensure the Export Override toggle is turned off.

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vi. Verify functionality after 48 hours. If there is no change in the graph correlation, contact Generac support. There may be an issue with the consumption CTs.


5. Please ensure the correct financial product was selected at account creation (TPO).

LightReach Access Type should say “OWNER” and not “ADMIN”.

This cannot be changed from the portal directly and the installer must contact Generac to make these changes if it was done incorrectly.

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6. Verify Alert Section

Verify ALERTS to confirm the system works as intended and no issues have been detected by the equipment. If there are any active alerts, please escalate to Generac.


7. The monitoring validation is complete, and the job is ready for M2 review.

The only thing required for The Electrician Sign-Off Review section to be approved at M2 is the License holder “signature” at the bottom left.

  • This signature may be simply a typed name.

  • The LUMA counter signature will be required at M3.

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