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Aura - Title

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NY Home Energy Portal Overview

Aura - Divider

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Info

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Introduction Placeholder

UI Expand

title	NY Home Energy Portal Overview

Section

Info

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tab

1

Aura - Tab

title	My Profile

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title	My Profile

Section

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UI Steps

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UI Step

My Profile Tab

This tab allows the contractor contractors to update the following:

Name
Email Address
Phone number
Email subscribtion (it will automatically activate) can be added or unsubscribed.

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

title	Change Password

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title	Change Password

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UI Steps

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UI Step

Change Password Tab

This tab allows contractos to update their password. When ready, click Change Password.

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UI Expand

title	Search for Existing Enrollments

Section

Info

icon	false

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.

Aura - Tab Group

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UI Step
Search

bar will allow

Bar

The search bar at the top allows 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.

Tip
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

.

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Aura - Tab

title	Enrollments List

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title	Enrollments List

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UI Steps

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UI Step
Enrollment List

we can

Tab

This tab allows contrators to 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)

Program
Electric Utility Account Number
Customer Name
Addreess
Specific Enrollment Number
Status - Open, Close, or Cancel

Within the enrollment search, click the Show Search Details...

to allow you

tab to modify search criteria and re-execute the

search

search.

Column

width	60%

Image Added

Aura - Tab

title	To Do List

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title	To Do List

Suggest to use - Allows you

Section

Column

width	40%

UI Steps

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UI Step

To Do List Tab

This tab allows contractors 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 -

to evaluate. The to do list will automatically execute the search to find all open steps, any programs assigned to this

contractor

contractor.

Clicking

the on enrollment number

on the Enrollment Number, the page will show

you

all of the workflow

step

steps

By clicking

Clicking on the

workflow step name after the search

Workflow Step Name, the page will redirect to open up the step
Contractors

will

only have access to:

enrollment acceptance, workscope submission, and final project submission steps

Enrollment Acceptance, Workscope Submission, and Final Project Submission steps

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width	60%

Image Added

UI Expand

title	Reporting

Info

icon	false

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

Guidance on how to access and read the report.

HTML

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Old Version 9

New Version 10

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