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Aura - Title
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NY Home Energy Portal Overview
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Info
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Introduction Placeholder



UI Expand
titleNY Home Energy Portal Overview


Section


Info
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Aura - Tab
titleMy Profile


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titleMy Profile



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UI Step

My Profile Tab

This tab allows the contractor to update the following:

  • Name
  • Email Address
  • Phone number
  • Email
My Profile - name, email, phont number can be changed, email
  • subscribtion (it will automatically activate) can be added or unsubscribed.
(click save button at the end)


UI Step

Email Subscribtion

Contractors can subscribe and un-subscribe to an email by clicking on the check box, it will automatically activate the subscribtion.


UI Step

Save Changes

Click the Save button to save any changes/updates made under your profile.




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Aura - Tab
titleChange Password


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titleChange Password



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My Profile - name, email, phont number can be changed, email subscribtion (it will automatically activate) can be added or unsubscribed. (click save button at the end)





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UI Expand
titleSearch for Existing Enrollments


Section


Info
iconfalse

Placeholder

EmPower+ Enrollments come directly from Combined Residential Applications submitted in NYSERDA's Salesforce Partner Portal. For EmPower+ Enrollments, the process begins with searching for existing enrollments.

REA Enrollments must be manually created before they can be located in the system. Participating Contractins can search for existing enrollments that have already been created in the NY Home Energy Portal.



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Aura - Tab
titleSearch Bar


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titleSearch Bar


  • Search bar will allow you to search for enrollments by account number, enrollment number, or installation address.
  • A No Matches Found text will display if you type any false information in the search bar
  • Suggest to use it when you know the exact enrollment you want to work on
  • Any value you put in the gerenal search will be searching anywhere in the perimeter that include the words
  • first search with account number (not a contain, unless we add an * then it will be a contain otherwise it will be exact search)
  • if account number doesn't respond, then use customer name or premise address


Aura - Tab
titleEnrollments List


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titleEnrollments List


  • we can search by:
  • program
  • electric utility account number 
  • costumer name
  • addreess
  • specific enrollment number (equivalent to project ID)
  • Status - open close or cancel (if the enrollment has a step on it that is open, the status will show open. If does not have any steps that are open, the enrollment is closed)
  • Within the enrollment search, click the Show Search Details... to allow you to modify search criteria and re-execute the search 


Aura - Tab
titleTo Do List


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titleTo Do List


  • Suggest to use - Allows you to search for the specific step you are looking for (same search criteria as enrollment list - but it allows you to be more specific)
  • For contractors - The to do list will automatically execute the search to find all open steps, any programs assigned to this contractor 
  • Clicking the on enrollment number will show you all of the workflow step
  • By clicking on the workflow step name after the search, the page will redirect to open up the step
  • Contractors will only have access to: enrollment acceptance, workscope submission, and final project submission steps




UI Expand
titleReporting


Info
iconfalse

Note about the Double-Dip report being the only one accessible to Participating Contractors

Guidance on how to access and read the report.



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