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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

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title	NY Home Energy Portal Overview

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Info

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Aura - Tab Group

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tab

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Aura - Tab

title	Log in

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title	Log in

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Logging Into NYHEP

Access the NYHEP and type in your Username and Password. When finished, click the Sign In button to log in.

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Forgot Password

If the contractor forget their password, click the Forgot Password? link on the login page. Type in the User ID then click the Reset It button to reset password.

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Aura - Tab

title	My Profile

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title	My Profile

Info
The My Profile tab can be accessed under the Security tab on the top right of your portal.

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My Information

This tab allows contractors to update the following:

Name
Email Address
Phone number

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Email Subscribtion

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

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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

Info
The Change Password tab can be accessed under the Security tab on the top right of your portal.

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Change Password

This tab allows contractos to update their password. Enter in your previous password followed by the new password. When ready, click Change Password.

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title	Search for Existing Enrollments

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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 Contractors can search for existing enrollments that have already been created in the NY Home Energy Portal.

Aura - Tab Group

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tab

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Aura - Tab

title	Search Bar

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title	Search Bar

Info
The Search Bar is recommended for use when the contractors knew specific information such as the Enrollment or Account Number and want to jump right in.

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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.

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width	60%

Aura - Tab

title	Enrollments List

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title	Enrollments List

Info

The Enrollments List is recommended for use when the contractors wanted to start the enrollment process and wanted to search for existing enrollments first.

The Enrollment List tab can be accessed under the Main Menu tab on the top right of your portal.

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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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title	To Do List

Info

The To Do List is recommended for use when the contractors know that their enrollments are already in process and they can see what tasks are left for each.

The To Do List tab can be accessed under the Main Menu tab on the top right of your portal.

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UI Steps

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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

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title	Documents

Info
The instruction below provides guidances on how to upload document(s) within an enrollment. A red exclamation mark will be displayed under the Required column indicating the document type being a Required Document.

UI Steps

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UI Step

To upload a Document, click the Edit button icon in that Document Type’s row, the Document dialog will open.

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Click Browse to select a file to upload.

Tip
After you’ve selected a file, you can remove it by clicking the x Remove button.

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After the file is uploaded for the Document Type, click Save and then click Close to upload the file and close the dialog.

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To view an uploaded document, click the Document Name Hyperlink.

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If you want to upload more than one Document Type at the same time, click the New button at the top of the Documents tab.

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The Upload Documents dialog will open. You will need to select the Document Type for every file you choose in the Upload Documents dialog. When finished, click Save.

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title	Add Notes

Info

The instruction below provides guidances on how to add notes within an enrollment.

The following Notes will be displayed on the Notes tab:

The Notes that were added to this workflow step.
The Notes that were added to a different workflow step on the Appliance enrollment that the user has access to.
The Notes that were added to a different workflow step on the Appliance enrollment that the user does not have access to as long as the Note’s Who can view this note? field is set to Users with access to this enrollment.

UI Steps

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UI Step

To add a new note, click the New Note button. A new Note dialog will open.

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UI Step

Fill in the Notes field.

Tip
The Note Date and Note Time fields will automatically populate with the date and time the user clicked New Note, but the user will have the ability to change the prepopulated values.

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UI Step

The Who can view this note? field will default to Users with access to this enrollment.

Tip
If a user changes the default value to Users with access to this workflow step, users who do not have access to the step that the Note originated from will not be able to see the Note on the steps that they can access or on the Enrollment Profile - Notes page.

UI Step

Click Save to save the new Note.

Tip

After you click Save, if your user does not belong to a group with the Workflow Step Notes - Edit role, they will not be able to edit the Note.

If your user does not belong to a group with the Workflow Step Notes - Delete role, they will not be able to delete the Note.

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title	screenshot

UI Expand

title	Upload Documents

Info
The instruction below provides guidances on how to upload document(s) within an enrollment. A red exclamation mark will be displayed under the Required column indicating the document type being a Required Document.

UI Steps

size	small

UI Step

To upload a Document, click the Edit button icon in that Document Type’s row, the Document dialog will open.

Expand

title	screenshot

Image Added

UI Step

Click Browse to select a file to upload.

Tip
After you’ve selected a file, you can remove it by clicking the x Remove button.

Expand

title	screenshot

Image Added

UI Step

After the file is uploaded for the Document Type, click Save and then click Close to upload the file and close the dialog.

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UI Step

To view an uploaded document, click the Document Name Hyperlink.

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title	screenshot

Image Added

UI Step

If you want to upload more than one Document Type at the same time, click the New button at the top of the Documents tab.

Expand

title	screenshot

Image Added

UI Step

The Upload Documents dialog will open. You will need to select the Document Type for every file you choose in the Upload Documents dialog. When finished, click Save.

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title	screenshot

Image Added

UI Expand

title	Reporting

Info

icon	false

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

UI Steps

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UI Step

UI Step

UI Step

HTML

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Versions Compared

Old Version 12

New Version 13

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