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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

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Info

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tab

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title	My Profile

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title	My Profile

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UI Steps

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UI Step

My Profile Tab

This tab allows 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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UI Step

Change Password Tab

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

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title	Search for Existing Enrollments

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Info

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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

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 when you know the exact enrollment you want to work on.

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Aura - Tab

title	Enrollments List

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UI Step

Enrollment List Tab

This tab allows contrators to search by:

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... tab to modify search criteria and re-execute the search.

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Aura - Tab

title	To Do List

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UI Step

To Do List Tab

This tab allows contractors to search for the specific step you are looking to evaluate. The to do list will automatically execute the search to find all open steps, any programs assigned to this contractor.

Clicking on the Enrollment Number, the page will show all of the workflow steps
Clicking on the Workflow Step Name, the page will redirect to open up the step
Contractors only have access to: Enrollment Acceptance, Workscope Submission, and Final Project Submission steps

Column

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UI Expand

title	Reporting

Info

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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 10

New Version 11

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