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Configuring operation fiches
Processes define which CEE operations your organisation handles: system fiches, custom clones, activation.
Each standardized operation fiche (BAR-TH-104, BAR-TH-174, BAR-EN-102…) maps to a “process” in iverif: the required-documents + validation-rules pair that frames dossier analysis.
The page shows processes as cards. “System” fiches (globe badge) are provided by iverif and shared: they cannot be edited, but you can clone them to create a variant specific to your organisation — different thresholds, extra documents, a “Coup de pouce” mention…
A process is “Active” (offered to installers at upload) or “Draft” (in preparation, invisible at upload). Categories (residential, tertiary, industrial, custom) help filter the list.
Screenshots
Steps
- Open Configuration → ProcessesThe grid of all available fiches appears, system and custom mixed.
- Find the fiche you needFilter by category or search the fiche code (e.g. BAR-TH-174).
- Clone to customiseOn a system fiche, the clone action creates an editable copy attached to your organisation.
- Activate or set to draftThe Active/Draft toggle controls the fiche's visibility when installers upload.
- Delete unused variantsOnly custom processes can be deleted; system fiches remain available to everyone.
Glossary
| Term | Definition |
|---|---|
| Standardized operation fiche | Official PNCEE document describing an eligible energy-saving operation (e.g. BAR-TH-174: thermodynamic water heater). |
See also
Configuring document typesDocument types define the required pieces and the data the AI must extract from …Configuring validation rulesThe rules engine: per-document and cross-document checks, severities, pass rates…Organising batchesBatches group dossiers for submission and tracking with the PNCEE — create, trac…